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How to Lock Recipient Name option prevents recipients from changing their name when adopting a signature?

Forum|Forum|2 years ago
January 22, 2024
4 replies
2313 views

Signing Settings

Best answer by Michael.Rave

Hello irfan,

The checkbox for “Lock Recipient name” is an account wide setting and can be changed by your DocuSign Administrator as follows:

Login to DocuSign Web App -> Settings -> Signing Settings -> Signature Adoption Configuration -> Lock Recipient Name

When checked, the recipient will not able to make changes to his name when signing an envelope.

When unchecked, the recipient will be able to make changes to his name when signing an envelope, e.g. adding/removing a middle name or correcting, if there was a spelling error.

Michael.Rave

Answer

Docusign Employee

Hello irfan,

The checkbox for “Lock Recipient name” is an account wide setting and can be changed by your DocuSign Administrator as follows:

Login to DocuSign Web App -> Settings -> Signing Settings -> Signature Adoption Configuration -> Lock Recipient Name

When checked, the recipient will not able to make changes to his name when signing an envelope.

When unchecked, the recipient will be able to make changes to his name when signing an envelope, e.g. adding/removing a middle name or correcting, if there was a spelling error.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

H

himasri

Newcomer

Hi Michael,

Thanks for the clarification above! I have a related question regarding recipient restrictions in templates and envelopes.

Where exactly can I find the option to:

Prevent recipients from signing more than once
Restrict them from accessing the envelope again after signing
Block any ability for the recipient to edit or alter the envelope content

I’ve tried editing the recipient settings in templates (under Customize > Advanced Settings), but I don’t see a clear checkbox labeled “Don’t allow recipient to sign more than once” or anything related to restricting access post-signature.

Is this controlled by account-wide settings, template behavior, or only available through API or custom roles?

Appreciate your help!

M

Melanie.Panguito

Docusign Employee

Hello @himasri,
Thank you for reaching out, and a warm welcome to the Docusign Community! Your presence here is greatly valued, and we're all about sharing knowledge and supporting each other. We are sorry for not getting back to you sooner.

From what I understand, you are looking for a setting that would control recipient access and editing capabilities after they've finished signing. Did I get it right? Please note that Docusign does not have a direct setting to block signers from accessing envelopes after they have finished signing, as envelopes are always accessible in the recipient's Docusign Inbox. You could disable "Attach documents to completion email" notifications for completed envelopes. However, even with this setting, as mentioned, recipients can still access the envelope within their inbox. 👉 Envelope Delivery

As for preventing recipients from editing, please provide more details. Are there any specific scenarios, requirements you have, or can you please clarify whether you would like to prevent signers from editing an in-progress envelope or avoid tampering a completed envelope/document?

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to mark it as "Best Answer" so others can find it too!

M

Melanie.Panguito

Docusign Employee

Hi there @himasri,

How are you? I'm checking in to see if you still need assistance. If you run into any issues, we're happy to help with those here. Wishing you a smooth rest of your day!

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

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