user name edit

I received a call from support they were able to solve my problem “from their end.” Thanks to all for the prompt attention!

I have the same issue but unfortunately docusign support has been “less than helpful.” Needless to say the issue is that somehow my middle name is in the user account settings but not changeable in the profile settings. Generally, I would like my full legal name to be used for signatures and that is it, going by my preferred name (option doesnt exist) generally. I am fine with a simple first/last (my profile) and I can type my full name in the use of the docs but for some reason the middle name can’t be edited because nothing can be edited in the user settings.

I am experiencing the same issue as user “bradeckx” above.

I am attempting to remove my middle name in my user profile. When I attempt to edit my user profile using  Settings>Users>Actions, I get the following error:

“An error occurred while getting user detail.”

Please advise.

Hi @essbee123,

Thank you for making us aware of the situation.

Have you tried updating your name in your user’s profile instead?

You can access your profile by clicking on the profile picture dropdown menu, located at the top right corner of the screen and then picking Manage Profile from the list. For more details on this process, see:

Change Your Name

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!

I already updated my name in the User Profile (via “Manage Profile” under the profile picture dropdown menu) and removed my middle name there. However, the problem still persists. New DocuSign requests are still sent out with my first, middle and last names. I want my middle name to be removed when sending out new DocuSign requests.

It seems that my “User Profile” name is completely independent from my name in “Settings>Users>Actions.” The name in “Settings>Users>Actions” is the one that appears to be used when new DocuSign requests are sent. I am unable to change my name in “Settings>Users>Actions” because of a persistent error message (“An error occurred while getting user detail”) and I am unable to remove my middle name there. 

Thanks for your help in resolving this issue.

Hi @essbee123,

Thank you for sharing more details.

The only option to edit your user name and email is present in your user’s profile. If you attempt to edit your own name and email in Settings>Users it will generate an error.

Since you are unable to update the middle initial in your user name through the user’s profile, contacting Docusign Support will be required, so your user name can be changed in the user’s back end instead. To create a new support case, please fill out the form provided below:

https://support.docusign.com/en/contactSupport 

If you can’t open the case on the same page, you should scroll down to More Support Options and select "I can't reset my password or don't have an account.", you will be able to fill out the form. 

Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible. 

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!

Hello - I am experiencing the same issue. Can I get help?

I tried to contact support but I am told I do not qualify for that feature despite having a business pro account. 

I did edit the name in multiple ways but there is still an name showing up that I do not want. 

I’m unable to edit my user name. I select Actions and then Edit. Response is An error occurred while getting user detail.  - This is happening to me too.

Hello ​@lawstudent101111,

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. 

To change your username kindly go to your Profile and try changing it from there. You can find the instructions here: Change Your Name.
 

1. Select your profile image and Manage Profile.

   

2. In the Name section, select UPDATE.

   

3. Change your name and select SAVE.

   Your name updates and the changes apply to all future envelopes and notifications.

You can also perform the troubleshooting below:

• Check if the browser needs to be updated.
• Log out and Log back into the account.
• Clear history and cache/cookies and set it to "All time."
• Try a different browser(s).
• Try to use Incognito. 
• Different Internet network such as on a mobile device using data with Wi-Fi disabled.
• Try a different device.
• Enable/disable VPN if applicable.

If the issue persists, it's best to open a support case so a Technical expert can take a closer look at the error message. Regarding the issue of creating a case, please provide more details. You can refer to this comprehensive guide:: How can I request a phone call from Docusign Support? For users on a paid plan, there is an alternative method to create a case without logging into your account by utilizing the section at the bottom of the page: https://support.docusign.com/s/contactSupport?language=en_US&rsc_301

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

If you found the 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. Let us know if you need further assistance with this. Thank you! 
 

If you found the 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. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

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

Hello ​@lawstudent101111,
 

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Ma. Cassandra | Docusign Community Moderator

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