How to send a document for invoicing after client acceptance?


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    Rocky Dohmen


    Hi Eric,

    This can be done using Roles and Signing Order. With signing order, you can tell the document when to be delivered to a recipient, so the document won't move on to the next person until it is signed or viewed by the previous one. You can also create another role for someone who needs to validate the document after signing and preassign this role at the template level. 

    This way the document will only go to that person once it is signed by the recipient,and then it will automatically be sent. 

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