Skip to main content
Question

Can a recipient assign an envelope to someone else to finish the remaining fields, maintain the values already entered?

  • March 28, 2025
  • 1 reply
  • 7 views

Forum|alt.badge.img

I have a customer that has asked me to build a template with 1 recipient. That recipient may or may not be able to answer all the questions in the form. If they can fill out all the fields, then the envelope would be complete. If they cannot answer all the questions, they would like the ability to forward or assign the remaining fields to another recipient. The next recipient should receive the partially completed envelope. The Assign to Someone Else option erases all previous responses. Are there any options in DocuSign that can accomplish the ask?

1 reply

Forum|alt.badge.img+8

Hello ​@ashley.clementOH.

Thank you for reaching out, and a warm welcome to the Docusign Community! We are absolutely delighted to have you here and can't wait to share our knowledge with you.

I understand you are building a template with 1 recipient who may or may not be able to answer all the questions in the form. You would like to know if there's a way a recipient can forward or assign the remaining fields they cannot answer to another recipient as the assign to someone else functionality erases previous responses. I'm very sorry for the inconvenience this has caused you and rest assured, I'll make every effort to help you.

That's true. When the recipient selects the Assign to Someone else, all the fields assigned to them become assigned to the new signer. Any fields they completed before changing the signing responsibility are reset. More information here. Change Signing Responsibility

Based on your scenario, the best option I can recommend is the Forward option. Forwarding creates a copy of a completed envelope, which can be sent to new recipients as is, or new documents and fields can be added as needed. You cannot remove any information or signatures on the completed documents for a forwarded envelope, but you can add new recipients, documents, and recipient fields. 

See comprehensive articles here: 

Forward a Completed Envelope - Overview

Forward a Completed Envelope - Instructions

How do I add a signature to a completed document?

Note:

  • Each time you forward an envelope, it will be considered as a new envelope sent, and it will be counted towards your envelope sent.
  • Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

I hope this is helpful. Favor, if you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Let us know if you need further assistance with this. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.