Hi, guys! I found a solution haha 

To whom it may concern:

Just add one more field in the web forms envelope for the name and email of the person filling out the form at the beginning (so this person will have two recipient fields, but at different times; you need to specify the signing order, or you can try without an order; here, in my company, we use the order for governance reasons).

In the second field, the webform initiatior doesn’t need to sign; just use the 'requires viewing' feature. This way, after filling out the form, the person will receive a notification in their email to view the document. This will also keep the envelope in DocuSign account to track the status.

Hello @Pamela Barbosa ,

Thank you for reaching out here in the Docusign Community.

Once the first recipient signs/initiate a Web For it later becomes an envelope, you can try sharing a Manage access to the needed users so that they can see the progress or add them as a recipient, may be as a Carbon Copy in the middle of the document to know where it is going: Shared Access to Envelopes

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hi, @nathaly.monge 

it wouldn't be interesting for us to share managed access, we send many envelopes daily, and that would end up being a very manual task. We want to automate as much as possible. The way I mentioned above worked well for what we want, but thank you for the response!

Hello @Pamela Barbosa ,

Thank you for reaching back.

That’s completely valid, I’m glad you were able to find a workaround that can accomplish what you need.

Let us know if you need further assistance with this. I hope you have a great day!

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!