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How do I change a default email address associated with frequent signers?

  • March 5, 2024
  • 5 replies
  • 349 views
R
Newcomer
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I have a group of Shareholders I need signatures from and some of them change their email addresses. When I set up an envelope for signing and enter their name, the auto-fill email which defaults needs to be changed to ensure these individuals receive the related document.

How do I change this default email that auto-populates when adding names??

Thanks in advance!

Best answer by Michael.Rave

@Ridar1 

You can manage the contacts in your personal address book in DocuSign, which will be used for auto-completion of names that you have already sent envelopes to.

If the contact resided in shared address book only the user that shared the contact with you can update it.

Please review the this DocuSign Support Article for details.

5 replies

Alexandre.Augusto
Docusign Employee
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Hello, Ridar1

 

  1. Log to you DocuSign account with your user.
  2. Click on your initials in the right top corner
  3. Click on my preferences
  4. On the left panel, click on Contacts
  5. Find the contact, edit, and change for the new email address. SAVE

I hope that solves your question.

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
Michael.Rave
Docusign Employee
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  • Michael.RaveDocusign Employee
  • Docusign Employee
  • Answer
  • March 5, 2024

@Ridar1 

You can manage the contacts in your personal address book in DocuSign, which will be used for auto-completion of names that you have already sent envelopes to.

If the contact resided in shared address book only the user that shared the contact with you can update it.

Please review the this DocuSign Support Article for details.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
S
Newcomer
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  • Sharon SnowNewcomer
  • Newcomer
  • March 15, 2024

How do I change the e-mail for a physician to receive documents.

Alexandre.Augusto
Docusign Employee
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Hello, @Sharon Snow 

 

Access your profile (click in your initials in the right top corner of the Home page), click My Preferences, on the left panel, select Contacts, find your physician contact, edit it then update with the new email.

I hope that solves your issue!

Best,

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
C
Community Moderator
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Hi @Ridar1,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, 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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