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Newcomer
June 6, 2024
Solved

How do I change a user from a signator to just initialling?

  • June 6, 2024
  • 2 replies
  • 104 views

In the course of the contract processing, we have several folks cc’d, and then it needs to go to user A for initialling, then user B for signature (along with c,d,e signatures).  User A was sent the document to sign, not initial. Can I change it to just initial while the task is with user A?  Many thanks!

Best answer by JohnSantos

@KBarniak - If User A has not signed their document, you can correct the envelope and change the tags from Signature to Initials and resend it.

2 replies

JohnSantos
Guru
Guru
June 6, 2024

@KBarniak - If User A has not signed their document, you can correct the envelope and change the tags from Signature to Initials and resend it.

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Docusign Employee
June 24, 2024

Hi @KBarniak,

 

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? 

 

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,   

Alejandro R. | Docusign Community Moderator   

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