Sign the contract then sign the other docs at a later time?

@IDExp - I don’t believe there is a way to do that in DocuSign since you need the contract to be signed and completed first.  You will need to create two envelopes, one for the Contract and then the other for the W-9, reimbursement form and invoice.

@IDExp Technically you could add the same person as a Recipient twice, say Recipient 1 and Recipient 4 as an example, in the envelope with all 4 documents, add fields for Recipient 1 where the documents need to be filled and signed and then add a HOLD period of 21 days to the envelope between Recipient 3 and 4, then add fields for Recipient 4 on the documents needed to be completed 3 weeks later.  Note: The envelope is not considered complete until all actions have taken place and there could be room for error if the envelope gets voided due to expiration but it should be a solution.

Hello @IDExp ,

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Nathaly | Docusign Community Moderator
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