How To Change Initials In Docusign

DocuSign is arguably the world'southward leading cloud service provider for electronic signatures and agreements. Simply while it can streamline workflows, transactions, and document exchanges, DocuSign isn't perfect.

How To Change a Signature in DocuSign

One of the main problems users may run across involves correcting mistakes in a signature. The process itself is pretty straightforward. Still, in that location are many instances when it may non piece of work due to various factors.

This article will go over the signature adoption and modification processes in envelopes, the account contour, and the reasons why DocuSign won't let you lot change your signature.

Modify the Business relationship Signature in DocuSign

One of the fastest means to change the signature in DocuSign is past taking an account-broad approach. Here's how you can manage your profile to change, remove, or add signatures:

Log into your DocuSign account.
Click on the user icon.
Select "Manage Contour."
Click "Signatures."
Select "Change," "Delete," or "Add New" to modify your account signatures.

Remember that you tin adjust the fashion and draw of a signature before uploading it to your business relationship.

Adopt a New Signature in DocuSign

You lot tin can always adopt a new signature if you want to change the signature when signing a document. Although it'due south a lengthy procedure, information technology's pretty straightforward for almost users.

Here are the steps yous need to follow:

Utilise DocuSign to go to the desired certificate.
Tick the "Electronic Records and Signature Disclosure" box.
Hit "Continue" to open the document.
Printing "Start" to move to the first signature field.
Click on the "Required – Sign Hither" field to open the "Prefer your Signature" box.
Make your changes.
Click the "Adopt and Sign" push.
Hit "Finish."

You have 4 options when changing and adopting a signature.

First, you can change the style to adjust the advent of the initials and signature as a whole. Secondly, you tin opt to draw a new signature to use in your certificate.

The "Use Signature Pad" is some other solid option.

You can capture a signature in existent time from a signature pad. Just not everyone has a signature pad or cartoon skills.

If that'southward you lot, there'south an alternative. The "Upload" option lets y'all upload a signature image file. But remember to confirm your full name and initials in their respective fields before adopting a new signature and signing the file.

How to Modify Envelopes in DocuSign

The document signature might not be the simply element that needs a correction or two. The proficient news is that yous can right envelopes in DocuSign. Notwithstanding, yous tin't do it if the envelope has already been completed.

If you find an envelope with mistakes with a "waiting for others" status, here's what you need to do to make corrections.

Log into your DocuSign Account.
Navigate to the "Envelopes" tab.
Click an envelope marked every bit "waiting for others" and press "Correct."
Edit the envelope to correct the mistakes and Click the "Send" button to confirm the corrections.

When editing an envelope, yous can right multiple fields, such as:

The uploaded documents
The recipient data
The envelope name
The email message for the recipients
The signing field

You tin also add more than recipients to the envelope by clicking the "Add Recipient" button.

Reasons You Can't Modify the Signature in DocuSign

Simply because you can change the signature in DocuSign doesn't mean you can e'er do information technology. Some scenarios forbid users from changing the signature.

Locked Recipient Names

Senders have the option to lock recipient names in DocuSign. When they do that, you tin't change the signature at will. It's best to check with the account administrator to find out if this is the issue.

Sometimes it'southward non possible to become past locked recipient names to change your signature, particularly when there are multiple recipients. In that example, it's all-time to void an envelope, alter the signature, and create a new envelope.

Using the Mobile App

If y'all use DocuSign for Android and iOS, you will find that the mobile apps have limited functionality. Despite DocuSign's compatibility with iPads, iPhones, Android phones, and Windows devices, you can't change the signature on the fly.

Only the desktop version of DocuSign allows users to add together a new signature. Switch to the desktop version and see if the trouble persists. If non, use the standard process to edit or adopt a new signature. The modifications volition sync across your devices, and yous will exist able to use the new signature from your DocuSign mobile app.

You're the Only Signer

Sometimes you may desire to add a saved signature in DocuSign. Unfortunately, this won't work by default if you're the only signer.

To work around this, you must send yourself a new envelope first and make yourself the sole recipient. This applies to your default signature. Notwithstanding, you lot'll have the option to select a different saved DocuSign signature.

Inactive Business relationship

Users without active DocuSign accounts tin can't change the selected signature. Make sure your account is agile earlier changing the signature. If your account is active, you might exist experiencing a different result.

Other signature alter issues may include the following:

The file contains Universal Signatures like those in Sign Role eleven Module Enabled docs.
Your document was already signed and returned.
You used in-person signing.

The Full Name Already Has a Signature

DocuSign only allows one signature for each total name. To change the adopted signature for a full name with a preexisting signature, you must delete the old signature and create a new one from scratch.

If that's the instance, the process is fairly uncomplicated. Hither are the steps to follow:

Log into your DocuSign business relationship.
Click the user icon.
Select "Manage Profile."
Click "Signatures."
Go to "Delete" and remove a signature from your account.
Striking the "Add together New" button to create a new signature for a certain full name.

Why Users Need to Alter a Signature in DocuSign

Many scenarios tin can call for a signature alter, whether on the fly or account-wide. Some of the most common include the following:

Misspelled names need to be changed.
The user inverse their name since the concluding time they signed.
The signature needs resizing to fit the document.
Recipients share an email accost only take different signatures.

Of course, users may also want to modify their DocuSign signatures due to personal preference and stylistic reasons.

Additional FAQs

Tin can I edit a DocuSign certificate after sending it?

DocuSign envelopes marked with the "Completed" tag are no longer modifiable. The simply way to right mistakes before the recipient signs the envelope is to void the old envelope and create a new i.

Tin I retract a signature on DocuSign?

Afterward signing a certificate through DocuSign, the envelope goes to the side by side recipient on the list for them to sign. Therefore, you can't personally retract the signature.

However, the original sender may help you revise your signature to either alter or remove it completely from the envelope. The recipient with envelope modification privileges can also help you retract a signature.

How can I cancel a completed and signed DocuSign document?

You can't correct or cancel (void) a "Completed" certificate or envelope in DocuSign. The only documents you can edit, to change a signature, for example, are those marked as "Created," "Sent," or "Delivered." Fifty-fifty then, you must have the privileges to do so.

How to enable recipient edits in DocuSign

Every bit a sender, yous can make a DocuSign document or envelope editable by recipients. Earlier sending the envelope, head to the "Advanced Options" menu. From there, go to "Edit" and tick the box next to "Permit" to enable recipients to edit the envelope.

This helps other users alter their signatures or make corrections to files, e-mail messages, contact information, etc.

Make Your Signature Unique and Instantly Recognizable

Every bit you can see, DocuSign offers plenty flexibility when it comes to signatures. Y'all can describe, capture, and modify styles pretty much at volition. The app allows y'all to easily remove, modify, and add new signatures to your account and edit the signing field in envelopes.

The only issue is ensuring you see the signature change criteria as set by DocuSign policies and account administrators. As long as you come across the conditions, changing a signature should take more than a few minutes.

What do you think near DocuSign'due south signature management organisation? Let us know in the comments section below.

Source: https://www.alphr.com/change-signature-in-docusign/