Tracking signing organisation and not the individual

Question

We use DocuSign to manage agreements across approximately 70 customer organizations. For our tracking purposes, it's essential to capture the organization name that has signed the agreement, rather than the name of the individual signer.

However, we've encountered a challenge: the notifications we receive and the reports we can generate from DocuSign do not include the organization name. It appears that this information is not being pulled from the signed agreement, even when it's entered there.

Is there a clever way to be easily notified of the signing organization rather than the signer, or do I have to make sure that the contacts within the DocuSign platform have the organization name included somewhere?

Thanks

Melanie.Panguito · Accepted Answer

Hi ​@RusClark,Welcome to the Docusign Community — we're glad you're here, andhappy to share knowledge with you!Currently, a direct report of the signer's Organization Name is not available within DocuSign. While you can explore the Envelope Recipient Report, which allows you to add columns such as "Account ID" (displaying the account ID of the signer) or "Recipient Company Name" (where the account name tied to the user settings serves as the recipient company name), these options do not provide the specific Organization Name data you're seeking👉Envelope Recipient ReportWe understand that this might be a limitation for your needs, and we encourage you to share this asa suggestion on our Ideas Board👉Submit a feature request.That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features, and where you can also vote on ideas from other members.Let us know if you have questions or if anything comes up. We're here for you!Sincerely,Melanie| Docusign Community ModeratorIf this helped, feel free to Like👍and click "Best Answer"

Melanie.Panguito · Answer

Hi ​@RusClark,I trust all is well. We’d like to know if our previous response has addressed your inquiry. If yes,we would greatly appreciate it ifyoucould mark it as "Best Answer"✅, to help other community members find trusted answers.😊Let us know if youneed further assistance—we're here for you!Sincerely,Melanie| Docusign Community ModeratorIf this helped, feel free to Like👍and click "Best Answer"

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