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Forum|Forum|1 year ago
September 10, 2024
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When running an envelope report by user, one of the columns is titled “Recipient Name” most of the entries in that column say “Multiple Recipients” while only a few have the recipient’s actual name. Why is that? Our template is setup to have one signer and one other person receives a copy.

Best answer by Pete.Connor

You can try the following…

In the Envelope Report, you can select Edit Columns and add the Template ID and/or Template Name. If templates were used, you can review how those templates were set up.
Look at the Envelope Recipient Report, as this will show you recipient names and routing orders.
You can use Shared Access to view the envelopes of users who sent single envelopes to multiple recipients.

A

Alejandro.Ramos

Docusign Employee

Hi @ToddB,

Thank you for reaching out to the Docusign Community.

This is expected behavior for any envelopes with more than 1 recipients in its signing order. Does this match your scenario?

Feel free to let us know if you need further assistance with this.

Best regards,

Alejandro R. | Docusign Community Moderator

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

P

Pete.Connor

Answer

Docusign Employee

You can try the following…

In the Envelope Report, you can select Edit Columns and add the Template ID and/or Template Name. If templates were used, you can review how those templates were set up.
Look at the Envelope Recipient Report, as this will show you recipient names and routing orders.
You can use Shared Access to view the envelopes of users who sent single envelopes to multiple recipients.

edithlino

New Voice

I have also the same question but i got the answer!!

Best Answer

BY USBRestore.com

A

Alejandro.Ramos

Docusign Employee

Hi @ToddB,

I hope you are doing well.

I would like to confirm if you could solve your issue by utilizing the suggested solution?

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

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

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