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how to change a name an email that sent you a document to review and sign?

  • July 5, 2024
  • 4 replies
  • 535 views
A
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Hi All, 

Can you please help me how can I change behalf of name that comes with docusign. 

 

Best answer by Michael.Rave

@Aliska 

In addition to the solution from @neethujkp you could also look into custody transfer rules. A common use case is to transfer the envelope prior to first send to a different user, then this user account will be the sender from the envelope instead of you. If you just want to change the name that appears, it is taken from your Docusign account, where you can update it if needed.

4 replies

neethujkp
Frequent Contributor
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  • neethujkpFrequent Contributor
  • Frequent Contributor
  • July 5, 2024

Hello Aliska,

 

If you have Advanced Features like Resource File enabled in your account, you can customize and remove these details. Resource files are an optional method to control the text elements in your account signing view and for emails sent by your account. 

 

Customizing resource files is an advanced branding configuration option which can significantly impact your account, and should be done only by someone with expertise in XML and HTML. The master resource files are subject to change without notice. If you customize your resource files, after each release, Docusign recommends you review any changes and update your custom files as needed.

 

Refer : https://support.docusign.com/knowledgemarket/Best-Practices-Branding-Resource-Files

If you believe my answer effectively solves your problem, please remember to mark it as the best answer and consider following me.
neethujkp
Frequent Contributor
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  • neethujkpFrequent Contributor
  • Frequent Contributor
  • July 5, 2024

In order to check if you have resource file enabled, go to settings → Brands → Select Brand → Edit→ Resource Files will be shown like in the image below.

 

If you believe my answer effectively solves your problem, please remember to mark it as the best answer and consider following me.
Michael.Rave
Docusign Employee
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  • Michael.RaveDocusign Employee
  • Docusign Employee
  • Answer
  • July 5, 2024

@Aliska 

In addition to the solution from @neethujkp you could also look into custody transfer rules. A common use case is to transfer the envelope prior to first send to a different user, then this user account will be the sender from the envelope instead of you. If you just want to change the name that appears, it is taken from your Docusign account, where you can update it if needed.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
neethujkp
N
Community Moderator
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  • nathaly.mongeCommunity Moderator
  • Community Moderator
  • July 19, 2024

Hello @Aliska ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


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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