Question

I need to make a template where the first signer needs to know the name of the second signer


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Hello all, I send out an agreement between two parties numerous times throughout the day. 

 

My goal is to make a template where Signer 1 can see Singer 2’s full name in the name row, before Signer 2 opens the document. 

Signer 1 needs to see Signer 2’s name in order to know who Signer 1 is singing to approve. 

How can I do this?

 

I have attempted nearly every field that is offered in the template maker to no avail. My work around is to write the name of signer 2 in a text box or a note with the document, I would like to not have to do this and to prevent any errors it is best to be automated. 


4 replies

Userlevel 5
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@N Beamer - If you add the Full Name tag, Signer 1 should be able to see Signer 2 Full name before they sign.

 

The Full Name Tag picks up the name from the Recipient information used to send the email. 

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I attempted to do John’s suggestion and this is what I get when previewing from Signer 1’s (Nathan) perspective. Can anyone show me how implement Signer 2’s name so that Singer 1 can see.

Please excuse my sloppy addition of names, each one is an attempt to see the name. 

 

 

Userlevel 5
Badge +12

@N Beamer - Thank you for clarifying.   All you really need is this.  Signer 1 (Blue) and Signer 2 (Yellow)

When you use the preview option, it does not show you everything.   

But if you send a test envelope, you will see that Signer 2 (Nathan) will be able to see Signer 1 name.

You will also need to apply a Signing Order.  In this example, Signer 2 is going first then Signer 1.  I think that was the original request.  It might have changed along the way. 😁

Userlevel 3
Badge +11

Hi @N Beamer,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, 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

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