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Hi everyone,

I’m hoping someone can shed light on an issue we’re facing with DocuSign. When sending a direct debit mandate for a limited company, the signature field is automatically pre-populating with the company name (e.g., “Test Limited”) based on the bank details keyed in by the intermediary. Ideally, this field should remain blank so the individual signing (e.g., “Mr Joe Bloggs”) can manually enter their name.

While I understand the signer can overtype the pre-filled name, this relies on them noticing the issue—which isn’t always guaranteed. I’ve raised a support ticket with DocuSign and was told this behavior can’t be disabled, but it seems odd that there’s no way to prevent auto-population on just this document.

Has anyone found a workaround or setting that stops this from happening? Any advice would be greatly appreciated.

Thanks in advance!

Hello ​@Jordan_C 
Thank 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.
Once the envelope is sent, a signer opens the document to view or sign, or when a carbon copy recipient receives the envelope, data entered in a pre-fill field becomes a permanent part of the document. From that point on, pre-filled data can no longer be changed, corrected, or removed. If you want the recipient to enter their name in the envelope, the sender should put a text field for the name, not the pre-fill field.

You can take a look at this related article as your reference. 
Pre-fill Document Fields
 

Best regards,

Ma. Cassandra | Docusign Community Moderator

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

 

​@Jordan_C :

Not sure if this is what you’re experiencing - is the information auto-populating when you  set up the document? You could try turning off “field assist”.

Click on Admin at the top of the screen.

Then click on “Sending Settings” on the left of the screen

Then untick the “Enable field Assist for senders” box

 

Again, not sure if this is helpful, but it might be worth a try

good luck

mr1

Hello ​@Jordan_C 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!


Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

Hi ​@Ma.Cubio The proposed use of a text field did not resolve the issue, as it required applicants to manually enter their name. We're currently exploring a solution that allows this field to auto-populate. Additionally, the "Field Assist" option within the admin settings was not visible. Our Insight team is investigating further to identify a workaround that aligns with our requirements. I appreciate your response and support in the meantime.

Hello ​@Jordan_C 
I got it. If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.

Wishing you a smooth rest of your day!

—
Ma. Cassandra | Docusign Community Moderator

 

Hey ​@Ma.Cubio We managed to get it sorted we had to add additional columns to the script, the CSV template, and the DocuSign template. This approach seems to have worked, can confirm this issue has now been resolved. Have a great day! 

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