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We would like to signer (person A) to send the document to an additional reviewer (person B) before the signer (person A) can sign.

  • February 27, 2023
  • 1 reply
  • 55 views

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In some situations, we would like to signer (person A) to send the document to an additional reviewer (person B) before the signer can sign. This is dynamic and not determined by the sender. How do we implement such an option in eSignature 

Normal Flow:

Sender --> Signer A --> Complete

Dynamic Flow:

Sender --> Signer A --> forwards to Singer B for review --> Signer A --> Complete

Best answer by Community Expert

Hello,

Thank you for reaching out here in the DocuSign Community.

The closest option that we offer is the use of "Conditional Recipients", please see https://support.docusign.com/s/document-item?bundleId=gav1643676262430&topicId=aqm1578456487908.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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

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  • Docusign Employee
  • 1935 replies
  • Answer
  • February 27, 2023

Hello,

Thank you for reaching out here in the DocuSign Community.

The closest option that we offer is the use of "Conditional Recipients", please see https://support.docusign.com/s/document-item?bundleId=gav1643676262430&topicId=aqm1578456487908.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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