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I have a document in an envelope which I want 2 people to sign and I need to include their name and job title in the document.  The first person is in my organisation so I know their name and job title so that can be text in the original document.  I think I know the person in the other organisation, but to cater for when I need to resend to a different person, I’ve used the Name field which uses the name from the recipient details. 

For the job title, I’ve tried to use Title from the standard fields and set it to Read Only expecting to get a box to enter text (as seen in support ) but I only have the options shown in the screenshot.

Is this functionality dependent on the plan I have?

 

Hello ​@KarenO ,

Welcome to the Docusign Community and thank you for posting your concerns!

I believe you are talking about the “Add text” section, is that correct?

If so, what you are seeing for the “Title” standard field is expected, due to he nature of the field, the fact that it has to populate automatically using the recipients “My Identity” card from their account, it will not have the option to add a text, similar to the “Name” field and “Company” field. In the case the signer does not have a Docusign account, they would be prompted to add their title: Field Types

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Nathaly

Thanks for the explanation.  I’ll look at the documentation and decide whether to use this or to add a text box that I’d populate.

Thanks

Karen

Hello ​@KarenO ,

Thank you for reaching back and glad to be of help.

Let us know if you ever have any further questions or if any issue arises, I hope you have a great day!


Best regards,

Nathaly | Docusign Community Moderator

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