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Multiple signatures on single document (may not be contacts in the system)

C
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Userlevel 4
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This is integration with Salesforce.

I have a use case where the contract generated will be sent to

  1. Party A - Contact record in Salesforce - signs the documents
  2. Party B - Company director - who doesn't have a record in Salesforce - should sign the document as well.
  3. Party C - Company Secretary - who doesn't have a record in Salesforce - should sign the document as well.

I know of the forwarding feature, however can we configure something like this within docusign ?

Appreciate your help.

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Best answer by Community Expert 30 July 2019, 22:04

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4 replies

C
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Userlevel 2

Is the Party B and C dynamic and changing depending on the form? If not, how about hard coding B and C in the template?

C
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Userlevel 2

Thank you @Payam Ezatpoor​ 

Party B and C are dynamic and is actual at the client end (as in Party A would be nominating/entering party B/C emails).

C
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Userlevel 1
Badge +12

Are you saying that the name and email of the Parties B and C will be provided by Party A? If yes, then you can provide access to Party A to edit recipients of the envelope. This way, Party A will be able to provide their name and email during the signing session.

More info: https://support.docusign.com/en/guides/ndse-user-guide-manager-recipients

I hope this helps.

C
Rank
Userlevel 2

Perfect @Payam Ezatpoor​ 

This is what i was looking for. appreciate your help.

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