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I want to send contracts using DocuSign this way: staff draft and upload contract to DocuSign, manager approves/rejects, then it either is sent on to the client to sign or is returned to the staff to make changes as noted. I feel like I read about this but can't recall where.
Solved
Can we use DocuSign to approve or reject documents prior to sending?
- Legacy User
Best answer by Community Expert
Yes, the envelope workflow (order of Recipients and the associated Recipient Types) allows you to route a document internally and then externally. Basically structuring the workflow to perform whatever actions are needed prior to Client signatures. There are approve/decline buttons that could be used as well as Comments, Collaborative fields. and even Markup to name a few options or features. Here are a few articles to start....
Field types (including Approve and Decline)...https://support.docusign.com/en/guides/ndse-user-guide-field-types
Collaborative fields....https://support.docusign.com/en/guides/ndse-user-guide-collaborative-fields
- Docusign Employee
- 1935 replies
- Answer
Yes, the envelope workflow (order of Recipients and the associated Recipient Types) allows you to route a document internally and then externally. Basically structuring the workflow to perform whatever actions are needed prior to Client signatures. There are approve/decline buttons that could be used as well as Comments, Collaborative fields. and even Markup to name a few options or features. Here are a few articles to start....
Field types (including Approve and Decline)...https://support.docusign.com/en/guides/ndse-user-guide-field-types
Collaborative fields....https://support.docusign.com/en/guides/ndse-user-guide-collaborative-fields
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