Number of recipients and their actions are unkown

Hi Katrin,

I might suggest you have a look at the different Recipient Types that eSignature offers in the envelopes you craft for sending.

For example, most folks who send out envelopes are aware that the default recipient type is a "Needs to Sign" recipient type. This recipient type means that you have added a field onto a document and that recipient assigned to this type has been tasked to act on that field.

However, there are numerous other recipient types that you can assign to your recipients. Based on your case, one that comes to mind is the "Specify Recipients" recipient type.

You can assign this recipient type to a recipient and as soon as they open the envelope, they will be presented with a window asking who the next recipient should be...their name and their email address. Upon submission, we will direct that envelope to that recipient. That recipient will then go in and act on the field assigned to them.

What that recipient is required to do in the envelope is dependent on how the envelope was configured.

All of this information is logged in the audit history and the certificate of completion.

I hope this helps!

Thanks for your reply but we tried this already. It is no solution for our problem that we do not know the number of unknown recipients when setting up the envelope. It could be one, two or 8 people. With “specify recipients” or “update recipients” I found that at least we need to know the number of signers,

Would it be possible to find out from the first recipient via a field on the envelope a listing of all of the recipients the envelope needs to be directed to next?

Perhaps you can acquire that information from the first recipient and after they add that information on a field, direct the envelope back to a DocuSign user assigned to the "Allowed to Edit" recipient type to correct the envelope and add the additional recipients acquired in that field to that envelope.

Here's more information on that recipient type.

https://support.docusign.com/s/document-item?language=en_US&bundleId=gav1643676262430&topicId=iya1578456302629.html&_LANG=enus

That´s an idea I will disuss with our contract management. 

Hi @Katrin,

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Christopher | DocuSign Community Moderator

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