#Docusign changing document info how to#
So I have no idea how to allow the signer to change his/her own name, apart from using 'Other actions-> Assign to someone else' from the top menu. I've also tried to set the agentCanEditName flag on the signer ( ) in the API, also without results. In the Docusign admin settings (Settings -> Signing Settings -> Signature Adoption Configuration), the 'Lock recipient name' checkbox is disabled, but this does not result in any changes. Select Sign a Document and upload the TAP application. When DocuSign provisions a customer’s account, the customer. Currently, DocuSign maintains four instances of the eSignature service one each in the U.S., Canada, the EU and Australia. I have no knowledge of the existence of Bob within the company. Log into Docusign and click on the New button next to the Sign or Get Signatures at top of page. The Signature service is architected to provide customers with clarity regarding the storage location of their uploaded and completed eDocuments.
I want Bob to be able to enter his name in the 'Adopt your signature' dialog. According to the docs this should be possible: Įxample: We have a contact named Alice with email address We send the Signing request, and colleague Bob will read the request from the mailbox, and sign it. So we want the signer to change the signer name and initials in the 'Adopt your signature' dialog if needed, but these fields are greyed out and disabled for editing. We want the customer to be able to sign using a different name as we originally supplied in the signer, if some other person within the company does the actual signing. We send contracts to our customer, and set the Signer to our contact person. We are currently implementing Docusign within an application.
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