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September 20, 2024
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Consequences if setting "Not Required to Login" is chosen to completed envelopes

  • September 20, 2024
  • 1 reply
  • 355 views

If ‘Not Required to Login’ is selected as the log-in requirement, i.e. the ‘signer’ does not need to log in to their DS account to sign or access the envelope, what are the consequences for signed envelopes? Will they not be saved in their account? 

Best answer by JohnSantos

@Petra Kuhn 

When the "Not Required to Login" option is selected for a signer, the recipient can sign and access the envelope directly from the email link without logging into their DocuSign account.

If the signer has a DocuSign account but did not log in to sign the document, the signed envelope will automatically be saved to their DocuSign account. 

1 reply

JohnSantos
Guru
Guru
September 20, 2024

@Petra Kuhn 

When the "Not Required to Login" option is selected for a signer, the recipient can sign and access the envelope directly from the email link without logging into their DocuSign account.

If the signer has a DocuSign account but did not log in to sign the document, the signed envelope will automatically be saved to their DocuSign account. 

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