Steve
Steve

Reputation: 1

Docusign - Name Field Data Population

Currently using the Docusign API to create an envelope request.

Is there a way to set the Name field as NULL or BLANK and configure my docusign template to prompt the user to enter that field when its blank but to allow them to edit that data if its pre-populated ?

In some cases we know this value and in other cases its not known and the user would have to type that data in at the time they sign (e.g. if they are Company Signatory).

Is there a way to configure Docusign to support this type of logic ?

Upvotes: 0

Views: 85

Answers (1)

Ergin
Ergin

Reputation: 9356

When you use a name or email tab in DocuSign, the system automatically populates those tabs with the recipient's name and email. If you want an editable name field do not use the name tab, use a text tab instead.

Upvotes: 1

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