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Contracts Locked for Signature for a Period of Time

  • 28 June 2024
  • 2 replies
  • 52 views

I work in franchising and the FTC requires a “cooling off” period, in which a document has to be sent, or “disclosed,” but it cannot be signed for a certain number of days (usually 7 or 14). Is there a way docusign can send documents but not allow a signature until a certain date or number of days in the future? 

2 replies

JohnSantos
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Userlevel 6
Badge +13

@seantrbi

You can use DocuSign's delay feature to set up your envelope as follows:

  1. Create Two Signing Orders: Use the recipient's name and email in both orders. The first order is for review, and the second is for signing.

  2. Review Role: In the first order, the recipient reviews the document. If there are fields you want them to see (besides the signature and date), ensure they are set as pre-filled fields.  Assign “Needs to View”

  3. Delay Signing: In the second order, add a delay to prevent signing until the specified period has passed. Assign the signature field and date sign to this role. 

This setup allows your recipient to review the document during the cooling-off period and sign afterward.

 

You can find more information here about Add a Delay Between Recipients (docusign.com)

If the recipient does not have to see the information, then you can skip the first role and just add a delay to the recipient.  

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
N
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Userlevel 4
Badge +12

Hello @seantrbi ,


If you found the provided 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.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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