Very basic contract signature workflow question re: how to...
How is an 'envelope' (?) set up for contract signatures, 1st the consultant, then a final signature, pending the consultant's signature? In short, we want signatures in order - 1, 2, 3, etc...
Or, is this all in a single envelope, and anybody can sign in any order, but Docusign simply doesn't deliver until all parties have signed?
We don't need template, integration or sychronization w/ Google, Slack, MS, or other...
Best answer by Community Expert
Hi,
Thank you for reaching out here in the DocuSign Community.
You can accomplish your goal in an envelope by setting up a Signing Order during its creation (or through a correction).
After clicking Manage > New > Send an Envelope, you will need to click the checkbox next to “Set Signing Order” in the “Add Recipients to the Envelope” section.
Once that’s done, you’ll be able to add a number next to each recipient that will designate who will sign first, second, third, etc.
You can find more details on how to set up a signing order here:
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hi,
Thank you for reaching out here in the DocuSign Community.
You can accomplish your goal in an envelope by setting up a Signing Order during its creation (or through a correction).
After clicking Manage > New > Send an Envelope, you will need to click the checkbox next to “Set Signing Order” in the “Add Recipients to the Envelope” section.
Once that’s done, you’ll be able to add a number next to each recipient that will designate who will sign first, second, third, etc.
You can find more details on how to set up a signing order here:
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+1I have got the document ready to send I hit send and the recipients is blank…
Do I need to sign first for them to see the document
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