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HELP! Docusign Certificates of Completion Template changes

  • September 5, 2024
  • 3 replies
  • 174 views

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In the body of the Certificate of Completion that you receive after a doc is fully executed/signed there are several paragraphs of the ELECTRONIC RECORD AND SIGNATURE DISCLOSURE section that have a former employee’s name in them as a point of contact that I need to change.  Who do I contact to make that change or How can I make the change myself?

 

 

(Image removed due to personal information)

Best answer by nathaly.monge

Hello @GinaH ,

Welcome to the Docusign Community and thank you for posting your concerns!

The electronic record and signature disclosure (ERSD) can be edited by an account admin, they can do so by going to Settings > Legal Disclosure: Create and Edit Custom Electronic Records and Signature Disclosures

If you do not see the settings tab that means you are not the admin on the account and I recommend you reach out to your Help Desk or IT department to ask who the admin is.

Let us know if you need further assistance with this.


Best regards,

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

3 replies

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  • Community Moderator
  • Answer
  • September 6, 2024

Hello @GinaH ,

Welcome to the Docusign Community and thank you for posting your concerns!

The electronic record and signature disclosure (ERSD) can be edited by an account admin, they can do so by going to Settings > Legal Disclosure: Create and Edit Custom Electronic Records and Signature Disclosures

If you do not see the settings tab that means you are not the admin on the account and I recommend you reach out to your Help Desk or IT department to ask who the admin is.

Let us know if you need further assistance with this.


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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  • Author
  • Newcomer
  • September 6, 2024

Thank you for this information. I will report to my IT department as I do not have the settings Tab.  Appreciate the assistance.  Gina


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  • Community Moderator
  • September 9, 2024

Hello @GinaH ,

Thank you for reaching back.

Please let me know if you need any further assistance with this, I hope you have a great day!


Best regards,

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