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Why are signers being prompted to "provide information for any other signers needed for this document"?

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C

Community ExpertAnswer

Docusign Employee

Got it....here is how to hide it. Edit your Template, on the Recipients page, go to the Recipient #2, select More, then Advanced Settings and check the two boxes:

Don’t allow senders to edit recipient

Don’t allow senders to delete recipient

Save and close, I always deactivate and reactivate the Powerform just in case so the changes take, then try your test again.

C

Community Member

Legacy User

The "Recipient Type" set for the Recipient could be set to either "Specify Recipients" or "Update Recipients". These two Recipient Types set in the Template/Powerform would present a screen to add new Recipients or to edit/update existing Recipients.

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C

Community Member

Legacy User

Thank you! The recipient is set as "needs to sign". Is there any other way this message could be prompted?

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C

Community Member

Legacy User

Ok so I walked through a few of my Powerforms and now I believe I see more clearly your issue...it is not really an error as much as it is another Recipient which the first person to open the Powerform has an option to fill out. I guess I need to ask more about the Use Case for your powerform. Do you not want the person who opens the Powerfrom to be able to see that second Recipient? Is it already pre-filled with a name and email address and you just want to hide that second Recipient?

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C

Community Member

Legacy User

Correct, the first recipient does not need to see the second recipient. Thank you so much for your help. This is driving me nuts.

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C

Community Expert

Answer

Docusign Employee

Got it....here is how to hide it. Edit your Template, on the Recipients page, go to the Recipient #2, select More, then Advanced Settings and check the two boxes:

Don’t allow senders to edit recipient

Don’t allow senders to delete recipient

Save and close, I always deactivate and reactivate the Powerform just in case so the changes take, then try your test again.

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C

Community Member

Legacy User

Yay! Thank you so much! It worked!

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C

Community Member

Legacy User

Glad I could help.

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