This is a Real Estate Transaction. I read the how to use multiple templates & merge roles. It doesn't work for me. I have started a transaction that has 5 templates that I selected from my template library. There are 4 "Roles" being applied to this group of templates. Agent (myself -sender / signer name & email in place) Listing Broker (signer - name & email in place) Broker (should be listing Broker - blank name & email) and No Role, just Company Documents (cc only - copies go to an admin file). It appears that each template assigned a new sigining order for the roles. ROLE Agent, listed once, SO#1. ROLE Listing Broker, listed twice, SO#"s 1 & 2. ROLE Broker, listed once, SO#2. Company Documents, listed 5 times, SO#'s 1 & 3(4 times).
The instructions indicate that the Email, the Name, the Role, and the Order must all match. I ADDED the Listing Broker's name & email to the "Broker" role, no problem. I attempted to change the ROLE from "Broker" to "Listing Broker". My options were - "MORE": Add Access Authentication, or Add Private Message. "NEEDS TO SIGN": Neest to Sign, Receives a Copy, Needs to View, Specity Recipients, Allow to Edit, Update Recipients. I used UPDATE RECIPIENTS "to change the ROLE from Broker to Listing Broker. I received a warning pop-up indicating that the Broker Role had flags that would be deleted. After clicking delete flags, I was able to click into the "Role Field" DELETE "Broker" & add "Listing Broker" There were NO instructions or messages guiding me to click the Role Field & make the changes manually. So, all recipients are now matched. SO#1 Agent, 1 time. SO#2 Listing Broker, 3 times. SO#3 Company Documents, 5 times. Clicking "NEXT" to continue generates an ERROR POP-UP message "Each Recipient in the same signing order must be unique." So, at this point I am getting nowhere. Please advise.
Another question related to this same issue:
Using the instructions provided by DocuSign, I currently have templates ONLY of the various documents in the transaction. How would I load the ACTUAL Documents that these templates should be applied to, and still have the Roles & recipients property merged?