Setting up Signers for a Business

Question

I am trying to send a document for signature and the client has a specific order they want things in. How do I use the business name for the seller, but then add the owner’s name and title? For instance, they want he signer and business name - business is Smith Jones, Inc., President Troy Karting and they would like the initial to be SJI. How do I set that up?

Jason.Wiswell · Answer

Hi Lana! For eSignature, name and email are the required fields and you could specify the business name as the “Name” field. The caveat is that when that name/email combination goes to sign, they will be prompted to adopt a signature. During this signature adoption phase, they can specify the business name and the initials how they like. Again, the key is what the signer defines. If their signature is already set and they’d like to modify or add a second one using the business name, they can do so by following this FAQs:

Adopt Signature: https://support.docusign.com/s/document-item?language=en_US&bundleId=yca1573855023892&topicId=dga1573854990297.html&_LANG=enus

Change Your Signature: https://support.docusign.com/s/document-item?language=en_US&bundleId=yca1573855023892&topicId=mrs1573855013078.html&_LANG=enus

I hope this helps guide you!

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