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Double initial button?

Forum|Forum|2 years ago
April 8, 2024
5 replies
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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

eSignature

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.

Alexandre.Augusto

Docusign Employee

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

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

M

Mark Gomes

Author

New Voice

How do I get the 2 initials field?

D

David.Schmitz

Answer

Hero

@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.

M

Mark Gomes

Author

New Voice

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.

N

nathaly.monge

Docusign Employee

Hello @Mark Gomes ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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