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Lock recipient name option

Forum|Forum|2 years ago
June 24, 2024
3 replies
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Hi Team,

Have referred to the following https://support.docusign.com/s/document-item bundleId=pik1583277475390&topicId=srv1583277356044.html&_LANG=enus

in an to attempt to Lock the recipient name in some templates I hold, however cannot see any option to Limit this?
Could you assist with further steps on how to have this enabled?

I can get as far as Settings -> Signing Settings ->

However, cannot see the following options: Signature Adoption Configuration -> Lock Recipient Name

I am an admin on our Docusign account too.

Thanks,

Best answer by Josh.Di

Hi @Greg.Sutton

The the ability to Lock a Recipient name is an account wide setting. This means that you don’t have the ability to set it per envelope or template. Enabling this feature means it will impact all new envelopes.

With regards to accessing the feature, you need to head to Settings > Signing Settings. Under the heading Signature (see screenshot) you need to click on the link in order to access Lock Recipient Name.

J

Josh.Di

Answer

Docusign Employee

Hi @Greg.Sutton

The the ability to Lock a Recipient name is an account wide setting. This means that you don’t have the ability to set it per envelope or template. Enabling this feature means it will impact all new envelopes.

With regards to accessing the feature, you need to head to Settings > Signing Settings. Under the heading Signature (see screenshot) you need to click on the link in order to access Lock Recipient Name.

Josh D. | Docusign Technical Product Trainer | Welcome to the DocuSign Community! If you find my response helpful, please give it a “Like” and consider marking it as the “Best Answer” to assist others with similar issues.

Michael.Rave

Docusign Employee

@Greg.Sutton

If you are unable to see the feature in your Docusign eSignature account, you need to raise a ticket with Docusign Support and request to enable that feature on your account.

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

N

nathaly.monge

Docusign Employee

Hello @Greg.Sutton ,

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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