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October 5, 2020
Question

Send document to me for fillout and then sent to then others

  • October 5, 2020
  • 0 replies
  • 289 views

I have a template that contains a section I need to fill out first for each recipient and then the document needs to be sent to the recipient for them to initial and sign.  When I set me as the first recipient in order I'm sent the document and can fill out the necessary information however it's expecting me to sign the document.  I see there's a delegate option and maybe that's what I need to do but I was hoping I could send each document first to me, I fill out the necessary information for each recipient , and then save and send the document to the recipient for their signature.  Is that not possible?  Maybe I'm not thinking about this correctly...

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