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Double initial button?

  • April 8, 2024
  • 5 replies
  • 66 views

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Hi,
When dealing with two clients that require initials, is it possible to create a button the would allow double initials instead of individually placing both initials individually side by side? That would save time and the spacing would be aligned perfectly.
Thanks,
Mark
 

Best answer by David.Schmitz

@Mark Gomes So the “Initial” field can be added for each Recipient.  The “Initial” field could be set as conditional based on another field such as a Text, Radio, Checkbox, or Dropdown.  Each “Initial” field for each Recipient is independent, there is no way to have one Initials field that combines the Initials for Recipient 1 and Recipient 2. Setting them side by side is your best option as least from the explanation in the initial description.  

5 replies

Alexandre.Augusto
Docusign Employee
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Hello, @Mark Gomes 

 

Welcome to the DocuSign Community!

 

You can select the two initials field then Copy (Ctrl+C) then Paste (Ctrl+V). Go in every page then paste them where you want.

 

Furthermore, there is an advanced feature called Auto Place where you can define a word or phrase in your document pages where you would like to place those initials.

Watch this video explaining how to use Auto Place: 

 

I hope that helps!

Alexandre 


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  • Author
  • New Voice
  • April 8, 2024

How do I get the 2 initials field?


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@Mark Gomes So the “Initial” field can be added for each Recipient.  The “Initial” field could be set as conditional based on another field such as a Text, Radio, Checkbox, or Dropdown.  Each “Initial” field for each Recipient is independent, there is no way to have one Initials field that combines the Initials for Recipient 1 and Recipient 2. Setting them side by side is your best option as least from the explanation in the initial description.  


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  • Author
  • New Voice
  • April 8, 2024

Thanks David, That’s what I was wishing for. One click that would populate the initials for two clients, saving the need to repeat the action.

Hopefully DocuSign can make this a reality in the next version.


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  • Community Moderator
  • April 23, 2024

Hello @Mark Gomes ,


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Best regards,

Nathaly | DocuSign Community Moderator
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