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I'm using self-hosted DocuSeal and have a use case where recipients need to sign documents incrementally over time. Currently, each time a recipient clicks the invitation link, a new submission is created, rather than resuming their existing incomplete submission.
Use Case
Document Type: Confirmation of receipt for multiple items
Distribution: Single invitation link shared with ~50 people
Workflow: Items are distributed gradually over time, not all at once
Current Issue: Recipients must complete all signatures in one session, or multiple submissions are created
Proposed Solution
Enable recipients to resume incomplete submissions using a unique identifier:
flowchart TD
A[Recipient clicks invitation link] --> B[Enter unique identifier]
B --> C{Existing incomplete<br/>submission found?}
C -->|Yes| D[Resume existing submission]
C -->|No| E[Create new submission]
D --> F[Sign received items]
E --> F
F --> G[Save and close]
G --> H[Return later to sign<br/>additional items]
H --> A
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Benefits
Eliminates need for custom API integration
Maintains single submission per recipient
Supports incremental signing workflow
Improves user experience for long-running processes
Note
The unique identifier doesn't necessarily have to be email. Other fields like name or phone number could be repurposed for this purpose, as long as they can be mapped from the input fields available in the invitation link.
Alternative Considered
This could be achieved via API calls through an external application, but native support would be preferable to avoid additional integration complexity.
Problem Statement
I'm using self-hosted DocuSeal and have a use case where recipients need to sign documents incrementally over time. Currently, each time a recipient clicks the invitation link, a new submission is created, rather than resuming their existing incomplete submission.
Use Case
Proposed Solution
Enable recipients to resume incomplete submissions using a unique identifier:
flowchart TD A[Recipient clicks invitation link] --> B[Enter unique identifier] B --> C{Existing incomplete<br/>submission found?} C -->|Yes| D[Resume existing submission] C -->|No| E[Create new submission] D --> F[Sign received items] E --> F F --> G[Save and close] G --> H[Return later to sign<br/>additional items] H --> ABenefits
Note
The unique identifier doesn't necessarily have to be email. Other fields like name or phone number could be repurposed for this purpose, as long as they can be mapped from the input fields available in the invitation link.
Alternative Considered
This could be achieved via API calls through an external application, but native support would be preferable to avoid additional integration complexity.