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Forced Initials

Forum|Forum|2 years ago
May 3, 2024
6 replies
257 views

Signing a document for insurance, there is a section where it asks for ONE AND ONLY ONE initial to be signed, however, the document says it is not finished until I sign all other options as well. What is the issue?

eSignature

Best answer by Michael.Rave

@Elijah Stevens

If the sender has configured multiple initials field as required you need to click on every single field to initial. If those fields have been added as optional you can skip those initials. There is no option to initial at one place and automatically have multiple pages initialed.

Docusign eSignature not allowing you to complete the document can be depending on any field that is required and was not completed by the recipient, not only initials or signatures, but all other available field type like check boxes, drop down fields, text fields. The sender configures what actions are available and required for each recipient and the system enforces that it needs to completed as configured by the sender.

Michael.Rave

Answer

Docusign Employee

@Elijah Stevens

If the sender has configured multiple initials field as required you need to click on every single field to initial. If those fields have been added as optional you can skip those initials. There is no option to initial at one place and automatically have multiple pages initialed.

Docusign eSignature not allowing you to complete the document can be depending on any field that is required and was not completed by the recipient, not only initials or signatures, but all other available field type like check boxes, drop down fields, text fields. The sender configures what actions are available and required for each recipient and the system enforces that it needs to completed as configured by the sender.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

C

Christopher.Alpizar

Docusign Employee

Hi @Elijah Stevens,

I hope you are doing well.

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

S

Sue H

New Voice

Hi Elijah,

In regard to your comment that the sender (which is me on a trial just started today) can send initial selections to be OPTIONAL. Can you expand on how to do that? Like I said, I just started a trial with the basic package, would like my customers to be able to choose between two initial sections. For instance, they initial whether they are choosing an annual or a monthly agreement. In my first attempt, they both have to be initialed to complete the document. I’m wondering how to change those two to be optional. Thank you.

J

JJthewholesaler

Newcomer

Hello my name is JJ, I'm a wholesaler who has a client on contract, my issue is what you stated but the other way around for me. The client, states that the documents wont allow him to move to the other fields due to my initials not being there, however we all know that docusign encourages you to finish and sign all documents you have when listed as two signers. i have re-spec'd the document twice and sent it back to him but for some reason it still states that he cant move to other fields because of lack of my initials, I'm not sure if this is a personal issue or an issue with the website itself , if someone could assist me that would be wonderful thanks.

C

Christopher.Alpizar

Docusign Employee

Hello @JJthewholesaler,

Thank you for reaching out to the Docusign Community.

Is your client able to provide a screenshot of the message that he is getting?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Christopher.Alpizar

Docusign Employee

Hi @JJthewholesaler,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.