+1Hi Community. I have three coaching clients that I want to sign a document. They all have different names and start dates. Do I have to have different envelops for each one? Can I edit the start and end dates in the document? And, their names in the document?
Thanks for the help
Mark
Best answer by David.Schmitz
1.Create the first envelope, add the Recipient, add fields such as Name and Text fields with date validation for the Start Date fields, then send. You can then copy that sent envelope and alter the Recipient while keeping the same fields etc, repeat for each new envelope/new Recipient.
2.Create a Template. Templates allow for envelopes to be created based off a boilerplate with the same structure of emails, fields, settings, but the Recipient can be set uniquely each time the Template is used to create a new envelope.
Generally speaking envelopes can contain as many Recipients as you want but multiple Recipients are more typical for an entire approval process. The benefit of a unique envelope per Client is that there is no shared details such as Client Name, Phone, Email, etc that Clients may not want to share with individuals they do not know.
+151.Create the first envelope, add the Recipient, add fields such as Name and Text fields with date validation for the Start Date fields, then send. You can then copy that sent envelope and alter the Recipient while keeping the same fields etc, repeat for each new envelope/new Recipient.
2.Create a Template. Templates allow for envelopes to be created based off a boilerplate with the same structure of emails, fields, settings, but the Recipient can be set uniquely each time the Template is used to create a new envelope.
Generally speaking envelopes can contain as many Recipients as you want but multiple Recipients are more typical for an entire approval process. The benefit of a unique envelope per Client is that there is no shared details such as Client Name, Phone, Email, etc that Clients may not want to share with individuals they do not know.
+14Hi
I hope you are doing well.
I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.
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,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Already have an account? Login
Join the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
