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Participant
June 26, 2023
Question

Preassign Signer2 Email

  • June 26, 2023
  • 1 reply
  • 427 views

We have a Word template which utilizes text tags to assign all the required fields for Signer1 (the Customer, who is always the first Recipient) and Signer2 (my company, who is always the second Recipient). While Signer1 is a unique address from offer to offer, Signer2 is ALWAYS the same email address - an email node which several members of my team monitor, as there are many contracts coming in which require signing. Is there a method to use text tags within the Word template to preassign the value of Signer2 to the email node (such as groupbox@mycompany.com) so the people sending out contracts (there are hundreds who do this) do not have to use the More Options process just to enter the email address of Signer2?

 

It would be a tremendous time saver and prevent errors in the Send for Signature process if we could simply enter the Signer1 email address in the Recipients field of the Send for Signature panel and click Send, instead of having to click More Options, enter both email addresses (and hope that Signer2 was entered correctly), and click Send.

 

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1 reply

Meenakshi_Negi
Legend
July 2, 2023

Hi 30733997bvh3,

 

Thank you for reaching out.

 

Please refer to the information provided in the following help document about the text tags: https://helpx.adobe.com/sign/using/text-tag.html

 

It seems that you are using the Adobe Sign Enterprise plan. If you have text-tag related question, the experts can best answer it. I suggest you, please get in touch with our Adobe Sign Enterprise support team to get the correct information about this. You may contact them using the steps in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

 

 

Thanks,

Meenakshi

T_RobertsAuthor
Participant
July 10, 2023

Hello Meenakshi,

 

Thank you for your reply to my question - but I don't think I expressed it very well, as your answer concerned setting text tags, which I've already done in my templates.

 

What I'm looking to do is have the required entry in the Adobe Sign web UI for the email address designated for Signer2 automatically populate with the email node we have created for the group receiving & signing documents. That way, each time we send a document for signature, only the Signer1 email address would need to be entered. The Text Tag Guide doesn't really touch on this at all.