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Question

How to change the ‘title’ of a recipient?

  • 23 July 2024
  • 4 replies
  • 99 views

How to change the ‘title’ of a recipient in the address book (to correct autofill)? The ‘autofill’ is wrong (old title). Please advise. 

4 replies

Pawan Gangwani
Rank
Userlevel 4
Badge +8

Hello @CvDW 

First of all if the user/recipient has DocuSign account the they can change it from “Manage Profile” the “contact Information”

and if you are asking directly form address book the you can route to the “My Preference” from profile section and “Contacts”

Link for more Info :Manage Contacts

Thanks!

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C
Rank
Badge +1

Thank you Pawan!

 

I found the ‘Contacts’ list in ‘my preferences’. Unfortunately it only shows name, email, company and phone data and not the ‘title’. As the signatory has not an own account, I still wonder how we can change the title. Any furhter suggestions? 

 

Kind regards,

Charlotte

 

 

mrave
Rank
Userlevel 6
Badge +13

@CvDW 

The title field is taken from the Docusign profile of the recipient. As the sender of the envelope you have no option to change their title. The recipient can update their title when they sign a new envelope.

As the Docusign Administrator you could change the user profile to update their title instead on behalf of.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
C
Rank
Userlevel 4
Badge +12

Hi @CvDW,

I hope you are doing well.

I want 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.

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