How to Mandate Co-Applicant Information (name and email) Collection from First Signer in a PowerForm before starting application

Question

Business logic requires information gathering from both applicant and coapplicant which has been configured on the docusign form. Similarly, applicant and coapplicant role has been created with ‘needs to sign’.

Now the issue arises when we use the power form, the first person (say applicant) can start the application by filling out his/her name and email as they are marked mandatory. Coapplicant information (name and email) often times are missed as there is not a clear indication that the fields are required for applicant to fill in the same way they fill in the name and email section of the applicant portion.

Is there a way to make the coapplicant detail fields required fields as applicants fields; inorder for applicant to initiate the form.

bishal · Accepted Answer

Thank you. Suggested solution was what we were looking for. Much appreciated.

Ma.Cubio · Answer

Hello ​@bishalThank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.To show that the co-applicant fields are required, you may go back to your template to edit, click “Customize,” and then click “Advanced Settings.” Check both boxes for Recipient Modification that show “Don't allow senders to edit recipient” and “Don’tallow senders to delete recipient.”Once you've done that, create a new power form out of that template. It should show both fields for Applicant and Co-applicant, as required.If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!Sincerely,Ma. Cassandra | Docusign Community ModeratorIf this helped, feel free to Like👍and click "Best Answer"

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