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Using NOTES in Templates and Envelopes

Forum|Forum|2 years ago
June 5, 2024
5 replies
378 views

When I add a note of instruction to a document, do I keep myself as the designated signer, or the recipient? I want the recipient to see the note, but I don’t want it to be on the final document.

Best answer by JohnSantos

@PCole

It depends where and how you add the note. If you add it as a Text note and assign it to a signer, it will remain on the document. Maybe a best option would be to add Tooltips to your fields if you want to guide your signers. A tooltip is a helpful tip or hint that appears when a signer moves their mouse cursor over a field. It provides guidance or additional information about that field, which can be very useful to ensure the signer understands what is needed.

JohnSantos

Guru

@PCole - Can you add a private message to the recipient. There is not a way to add it to the document, where it would not display on the final document. The private message will show only for that recipient on the notification email.

Welcome to the DocuSign Community! Your feedback is highly valued. 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.

C

Christopher.Alpizar

Docusign Employee

Hi @PCole,

I hope you are doing well.

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

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

P

PCole

Author

New Voice

I need assistance. If I add a note to a Docusign envelope document and want signers to see it as an instruction, do I keep the note assigned to myself, or the signer? Also, will the note remain ON the document, or will it disappear after all signers have completed the envelope?

JohnSantos

Answer

Guru

@PCole

It depends where and how you add the note. If you add it as a Text note and assign it to a signer, it will remain on the document. Maybe a best option would be to add Tooltips to your fields if you want to guide your signers. A tooltip is a helpful tip or hint that appears when a signer moves their mouse cursor over a field. It provides guidance or additional information about that field, which can be very useful to ensure the signer understands what is needed.

Welcome to the DocuSign Community! Your feedback is highly valued. 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.

P

PCole

Author

New Voice

@JohnSantos THAT’S a great tip...thank YOU!

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