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Is it possible to send a document out to be viewed today, but not allow the person to actually sign it until a later date? a week later?
Solved
Sign at a later date
+2- Newcomer
- 1 reply
Best answer by mrave
Yes, it can be achieved if you are on a Docusign eSignature plan that has all required features included.
This would be the correct configuration for the envelope routing:
- Add the person as a “Needs to view” recipient now
- Add delayed routing next and configure for a week
- send it to the same person as “Needs to sign”
+14- Docusign Employee
- 929 replies
- Answer
Yes, it can be achieved if you are on a Docusign eSignature plan that has all required features included.
This would be the correct configuration for the envelope routing:
- Add the person as a “Needs to view” recipient now
- Add delayed routing next and configure for a week
- send it to the same person as “Needs to sign”
"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
+15- Community Moderator
- 2070 replies
Hi
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?
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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