kre
Level 3

I don't use Proseries integration with DocuSign, I use SmartVault. When the document opens in DocuSign, you "Edit Recipients" and there you can add or delete recipients, turn on KBA etc. I just add myself as a signer, and drag the sign here sticker for me to the ERO line on the 8879. After sending the document, it comes back to me to sign. I would think you could still do this with Proseries integration, but its been a few years since I used it and don't recall. It is done while in DocuSign prior to sending. 

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