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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.
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Using NOTES in Templates and Envelopes
+2- New Voice
Best answer by JohnSantos
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.
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- Community Moderator
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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.
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Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
+2- 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?
+19- Guru
- Answer
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.
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