Can I upload and mark the signature pages now, then call the client later to sign together? Or must it all be done in a single step?

Hello,

Thank you for reaching out here in the DocuSign Community.

You can set up the envelope as needed (meaning, you can upload the documents, set up the recipients, and add the needed tags) and send it to which the recipient can sign at any given time before the envelope expires, which is depending on what was set up under Advanced Option in the recipient section of the preparation.

However, if you need to be present during the signing process, I would recommend using our In-Person Signing feature and add yourself as the Host, that way the document gets sent to your email and can be signed in your presence: https://support.docusign.com/s/document-item?bundleId=gav1643676262430&topicId=hak1578456316043.html&_LANG=enus

There is also the option of a scheduled send, but the feature is not enabled in all account plans, if you are interested but do not see the option, please contact customer support: https://support.docusign.com/s/document-item?bundleId=gav1643676262430&topicId=gqr1647981165582.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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