+2I have the following signature process.
Person A: Sign
Person B: Sign and specify person C
Person C: Fill in and specify person D and E
Person D: Sign
Person E: Sign
I get an error message for person C because the name and e-mail address of person D and E are required. However, this cannot be determined at the beginning.
Is it possible that two or in this case three persons can still be specified afterwards?
Thank you very much.
+8Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and look forward to sharing as much knowledge as possible.
I see you are getting an error when sending envelope with Specify Recipient roles. I sincerely apologize for the inconvenience and rest assured I will make efforts to help.
The “Specify Recipient” function in DocuSign enables a recipient to specify the next recipient for a document. This feature is especially beneficial when those recipients were not predetermined at the time of sending. Furthermore, a recipient assigned the specify recipient role cannot sign and specify the next recipient at the same time. Their responsibility is limited to naming the next recipient. These functions are separate and cannot be executed by one individual in a single action. Additionally, it is feasible to configure multiple recipients with specify recipient roles within a workflow. However, a recipient specified by the previous recipient cannot specify the next signer as the recipient with specify recipient role must have name and email address; these fields cannot be left blank. Since you did not have prior knowledge of Person C before sending it, this option is not applicable, which is what leads to the error message. Below is an example flow that meets the criteria for specifying recipients.
Person A: Name and email required - Needs to Sign
Person B: Name and email required - Specify recipient (Specify Recipient C)
Person C: Name and email not required - Needs to Sign
Person D: Name and email required - Specify recipient (Specify Recipient E)
Person E: Name and email not required - Needs to Sign
Sharing helpful articles:
To set up an envelope with a Specify Recipients manager
What the Specify Recipients manager sees
I hope I answered your question. Let me know if you need further assistance. Thank you!
Sincerely,
Melanie | Docusign Community Moderator
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