What is routing order in DocuSign?
The routing order sets the workflow order in which recipients receive and can act on documents in the envelope. Recipients with the same routing order receive and can act on envelopes at the same time (in parallel), while recipients with different routing orders receive and act on envelopes in sequential order.
What does specify recipients do in DocuSign?
Specify Recipients – The recipient can fill in the name and email address of the role recipients who are at their same position or later in the document signing order. Allow to Edit – Requires that the recipient log into DocuSign, then allows the signer to modify envelope recipients, settings, and tags.
How do I route a document in DocuSign?
First, log in to your account if you have not already done so.
- Step 1 Upload your document. From your DocuSign Account, click START, then click Send an Envelope.
- Step 2 Add the recipient.
- Step 3 Add the email subject and message.
- Step 4 Add signing fields.
- Step 5 Preview and send your document.
Does resending in DocuSign send it to everyone?
If you resend, DocuSign will send notifications to all recipients at the current routing order who need to act on the document. DocuSign will not send notifications to those who have completed their jobs in the envelope.
How do I send DocuSign to multiple recipients?
Sending a Bulk Recipient file: If your account is enabled to send bulk recipient files, you can upload a file with multiple recipients. To add recipients from your DocuSign Address book: Click the address book icon. Select the recipients you want to send the envelope to.
What is a conditional routing group in DocuSign?
You can customize a signature workflow to have a different set of recipients sign a document only if specific conditions are met. This feature, called conditional recipients, is one of a suite of eSignature platform features collectively known as Advanced Recipient Routing (ARR).
What means add recipient?
recipient Add to list Share. A recipient is the person on the receiving end of something. Meryl Streep is the recipient of more Academy Award nominations than any other actor. Just as an actor can be the recipient of a prize for acting, a banker can be the recipient of a bonus for good banking.
What is a conditional recipient in DocuSign?
How do I send a DocuSign document to multiple recipients?
How does DocuSign work for multiple signatures?
For the secondary signer, DocuSign sends an email along with the document to be signed to the secondary signer. The signing process for primary and secondary signer takes place within the same DocuSign request and the same envelop.
Can I resend DocuSign to just one person?
You can either click on the RESEND button next to the envelope or click on the envelope and press RESEND. DocuSign will not send a notification to those who have signed already.
What happens when I resend a DocuSign?
Resending an envelope sends another copy of the original email notification to all signers whose turn it is to sign and have yet to finish signing. These recipients receive the same email notification as was originally sent to them with an updated link to review and sign the documents.