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We are looking to have the name of our signers in all capital letters. Is there a way to set that up in our templates. I tried using the text box with a validation of REGEX
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Capitalize Names in Text Box or Name field
+2- New Voice
Best answer by Michael.Rave
The name field is pulling the data from the Docusign user profile, so it will not be all capital letters, but represent the actual full name stored there. This is typically only with a single capital letter.
You can set up a text box with Regex validation to allow only the input or capital letters. The text box needs to be filled out manually by either the sender or the recipient, as unlike the name field the data cannot be pulled from the user profile.
+19- Docusign Employee
- Answer
The name field is pulling the data from the Docusign user profile, so it will not be all capital letters, but represent the actual full name stored there. This is typically only with a single capital letter.
You can set up a text box with Regex validation to allow only the input or capital letters. The text box needs to be filled out manually by either the sender or the recipient, as unlike the name field the data cannot be pulled from the user profile.
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