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CONTENTS

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Send an envelope to two recipients at the same email address




Add multiple recipients with the same email address



Include the same recipient more than once


SMS Delivery for Notifications



SMS opt-in process for senders

To send an envelope with SMS delivery

Signing by SMS and troubleshooting delivery issues


Add Delays Between Recipients in a Routing Order



Add a delay between recipients


Schedule an Envelope to Send at a Future Date and Time



Change a scheduled envelope to send now


Introduction to Conditional Routing



Example use cases for conditional routing

Getting started with conditional routing


Using Conditional Routing



Requirements and considerations

Add a conditional routing group

Set up or edit conditional routing

Manage an envelope with conditional recipients

Unsupported features

Troubleshooting


In Person Signing



To set up in person signing

To conduct an in person signing session


Include a Witness for a Signer



Set up witnessed signing for a recipient

How witness signing works

Witnesses and document visibility


Carbon Copy a Recipient on an Envelope



Add a Receives a Copy recipient to send a copy of a completed agreement


Signing Groups



To send an envelope with a signing group recipient

Notifications and signing groups

Tracking signing group activity

Limitations for signing groups

Viewing signing groups


Manager Recipients



Which manager recipient type to use?


When to use Specify Recipients



To set up an envelope with a Specify Recipients manager

What the Specify Recipients manager sees


When to use Allow To Edit



To set up an envelope with an Allow to Edit manager

What the Allow To Edit manager sees


When to use Update Recipients



To set up an envelope with an Update Recipients manager

What the Update Recipient sees


Require Recipients to Draw Each Signature



To require a recipient to draw each signature or initial


Require Recipients to Upload a New Signature



To require a recipient to upload a new signature or initial image


Recipient Identity Verification




How Phone Authentication Works



To add phone authentication for a recipient

The recipient phone authentication experience


Access Codes for Recipients



To add an access code for a recipient

Autogenerate codes for greater security

If recipients fail the authentication challenge

Access codes and templates

Combine access codes and recipient authentication

Access code and email notification link expiration


Fax Documents for Signature



To fax documents for signature

To track the status of a faxed envelope


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DOCUSIGN ESIGNATURE FOR SENDERS - RECIPIENTS

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SCHEDULE AN ENVELOPE TO SEND AT A FUTURE DATE AND TIME

Also in DocuSign eSignature for Senders - Recipients
DocuSign eSignature for Senders - Recipients

Feb 28, 2022
2 min read
TagseSignatureDocuSign eSignatureProduct
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SCHEDULE AN ENVELOPE TO SEND AT A FUTURE DATE AND TIME

Learn how to prepare envelopes ahead of time and schedule them to send
automatically at a later date.

Scheduled sending allows you to schedule an envelope to be sent at a specific
date and time in the future. This means you can prepare envelopes ahead of time
and schedule them to send automatically without further intervention.

Scheduled sending is useful any time you want to prepare an envelope to send
later. Some use case examples for scheduled sending:

 * Preparing an envelope at the end of your work day to send the next morning.
 * Sending an event registration form on the date when registration opens.
 * Sending an offer of employment 24 hours after a background check has been
   completed.
 * Sending an insurance policy cancellation notice ten days after a missed
   premium payment.

Note: Scheduled sending is not supported for remote online notary. Part 11
accounts can use scheduled sending. Scheduled sending is supported for envelopes
with a bulk send recipient. The schedule is applied to all envelopes in a bulk
send batch.
What is the status of a scheduled envelope?

Scheduled envelopes are located in your Drafts folder with a status of
Scheduled. You can continue working on the envelope just like other drafts.

How far ahead can you schedule an envelope?

You schedule envelopes to send at a specific date and time in the future. The
minimum is 30 minutes from the current time. The maximum is 30 days.

Reminders for scheduled envelopes

Automatic reminders behave the same as for your other sent envelopes: the
reminder schedule is based on when the envelope is sent. So, for example if you
schedule an envelope to be sent on Monday and you set the first reminder to be
sent in two days the reminder will go out on Wednesday.

 1. Prepare your envelope, adding the documents, recipients, envelope
    information, and recipient fields.
 2. Click the dropdown arrow next to the SEND button and select Send Later.
 3. In the Send Later window, set the Date and Time you want the envelope to be
    sent. Then select SEND LATER.
    The time zone used in scheduling is based on the time and date settings in
    your account profile.
    

Your envelope is scheduled to send automatically at the date and time you
selected.







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