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Participant
Dec 30, 2016 1:46 AM UTC
Answered

How to make Job Title & Company Name Fields optional

We're having difficulty making "Job Title" & "Company Name" fields optional.

Both settings "Require signers to provide their job title when e-signing" and "Require signers to provide their company name when e-signing" are unchecked in Account, Account Settings, Signature Settings.

We need these fields to be optional because they don't apply to all recipients.

Please advise on a recommended solution or workaround.

Thanks!

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AadeshSingh
AadeshSinghCorrect answer
Participating Frequently
Jan 14, 2017 10:29 AM UTC

Hi jaym31856738​,

Please be informed "Title" & "Company" field are required fields, so if you are placing them on the document they need to be filled.

Instead of placing the "Title" & "Company" field you add the "Text field" on the document with the Heading "Title" & "Company" which can be kept optional.

Regards,

Aadesh

1 reply

AadeshSingh
AadeshSinghCorrect answer
Participating Frequently
Jan 14, 2017 10:29 AM UTC

Hi jaym31856738​,

Please be informed "Title" & "Company" field are required fields, so if you are placing them on the document they need to be filled.

Instead of placing the "Title" & "Company" field you add the "Text field" on the document with the Heading "Title" & "Company" which can be kept optional.

Regards,

Aadesh

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