When an envelope is sent to an external user (Signer) why are they being prompted to login to access the document first?

Question

We send forms to clients (Signers) requesting information thru pre-meeting forms but when the individual clients (Signer) receive the envelope or email it appears they are initially being requested to login to access the document (but they have not set up a DocuSign account) and are indicating they don't have a password.

Community Expert · Accepted Answer

This is a Securiy Setting that was setup by your DocuSign Admins....there are several options as you can see below and if the option is set to "Account Required – Login for Each New Envelope" then all Recipients will be required to have a DocuSign Account to sign.

Login Requirements

Not Required to Login

Login Required if Signer Has an Account

Account Required – Login Once Per Session

Account Required – Login for Each New Envelope

Speak with your DocuSign Admins if this needs to be adjusted and they can make this change under the Admin Console > Security Settings. I could not say whether this Account change would effect existing envelopes or not, as I have never tested this scenario.

Community Member · Answer

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