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Second signatory ability to view envelope before first party signs?

  • December 23, 2024
  • 4 replies
  • 47 views

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Hello:

Is there the ability for DocuSign - while restricting delivery to only the first signatory, then releasing to the secondary once signed - to notify the second signatory that an envelope has been created, and allow them to view, while restricting signature until the first party has signed? 

At present, we have it set up so that the second signatory does not receive notice, or the ability to view the documents, until after the first signatory has signed.

 

I looked at a Conditional Routing conversation here, but am unsure if that will resolve this need. 

 

Thank you for any ideas or contributions. 

 

Best answer by Alexandre.Augusto

Hello, ​@amy.RedCross 

 

Have enabled the Signing Order checkbox? If so, add number 2 to the second recipient and change to Receives a Copy.

So the 2nd only will get a notification and view the envelope after the first signer signs the document.

 

Is that? If so, your Like is appreciated.

 

Best,

Alexandre

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4 replies

Alexandre.Augusto
Docusign Employee
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Hello, ​@amy.RedCross 

 

Have enabled the Signing Order checkbox? If so, add number 2 to the second recipient and change to Receives a Copy.

So the 2nd only will get a notification and view the envelope after the first signer signs the document.

 

Is that? If so, your Like is appreciated.

 

Best,

Alexandre


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  • Author
  • Newcomer
  • 3 replies
  • December 23, 2024

Hi Alexadre:

I will give that a try, thank you. 


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  • Community Moderator
  • 2070 replies
  • January 10, 2025

Hi ​@amy.RedCross,

 

I hope you are doing well.

I would like to confirm if the suggested solution answers your question?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

 

Alejandro R. | Docusign Community Moderator   

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

 


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  • Author
  • Newcomer
  • 3 replies
  • January 10, 2025

Done! Thanks again for your help. :)


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