CloudLink Ideas Portal

Docusign ‘2nd Signee’ functionality

https://jira.uptake.com/browse/TOR-60021

Right now, the second signee is required (I believe we asked for it to be required) but it is not working the way we had intended it to work. Are we able to get rid of the 2nd signee (or make it not required) and then instead make the CC option required and add a drop down for the CC?

Ideally, we want our reps to add their sales coordinator as the CC so that when the docusign agreement is completed they are notified. Right now, with them in the 2nd signee it is asking them to sign the document.

  • Court Laslop
  • Feb 11 2022
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