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Hi
How would I go about sending a document to the PA of a director who will then forward to the director for signing?
To whom should I address the email?
Solved
Sending to Personal assistant to forward to director
+1- Newcomer
Best answer by mrave
For this scenario there is a special recipient type available in DocuSign eSignature called “Specify recipient”.
- Activate signing order for the envelope
- Add a “Specify recipient” recipient and add the name and email address of the PA
- Add a “Needs to sign” recipient for the actual signer and leave the name and email empty
- Add fields for the actual signer onto the document as you would normally do
The PA will receive the envelope and can specify the director that needs to sign the envelope by providing their name and email address. This is a common scenario amongst customers where the PA would be aware which director is currently available and route the required envelopes for signature to them.
This DocuSign Support article has more details on specifying recipients.
+14- Docusign Employee
- 929 replies
- Answer
For this scenario there is a special recipient type available in DocuSign eSignature called “Specify recipient”.
- Activate signing order for the envelope
- Add a “Specify recipient” recipient and add the name and email address of the PA
- Add a “Needs to sign” recipient for the actual signer and leave the name and email empty
- Add fields for the actual signer onto the document as you would normally do
The PA will receive the envelope and can specify the director that needs to sign the envelope by providing their name and email address. This is a common scenario amongst customers where the PA would be aware which director is currently available and route the required envelopes for signature to them.
This DocuSign Support article has more details on specifying recipients.
+14- Community Moderator
- 2763 replies
Hi
I hope you are doing well.
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Christopher | DocuSign Community Moderator
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