Skip to main content

When I send a contract for signature, the person who needs to sign can forward the email to someone else, and this person can click the link change the name and initials of the person who I assigned the contract and sign.

My concern is that anyone can change the name of the person and sign the document without me getting notified. I would like to know how can I disable that configuration, if someone wants someone else to sign the contract, they would need to reassign the contract and that way I do get notifications.

In the attached Picture you will see and example how I sent the doc to Brian, but Alena was able to click the link change Brian's name and put hers.

Hope this makes sense and someone can help me.

Hello,

Thank you for reaching out here in the DocuSign Community.

You can lock the recipient's name, which will prevent them from changing it and they will still be allowed to assign to someone else: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=srv1583277356044.html&_LANG=enus

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. 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 with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

Reply


Code of Conduct