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Request Signatures Feature Displaying Incorrect Name of Recipient

Community Beginner ,
Jun 14, 2023 Jun 14, 2023

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I am 'requesting a signature' on a .pdf document, and when I go through the steps of entering the recipient's email address and name, the name displays differently once I'm in the area when I add the signature boxes, etc.

 

How do I correct/update the name displaying, to show the name I've actually typed?

 

The name input box which is a relatively new addition to the request a signature interface, it appears right next to where one enters the recipient's email address.

 

 Anywone have any ideas?

 

Thank you in advance,

Kristine

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correct answers 1 Correct answer

Explorer , Jun 14, 2023 Jun 14, 2023

If the user has an Adobe Sign account this changes the name from what you typed during the send processes to whatever the user's name is in their personal profile for Adobe Sign. Adobe treats the personal profile as the source of truth so if your name contradicts with the name registered to the users account it will ignore the name you typed in. Now if you were to send to a user without an Adobe Sign account and not part of their identity management system then it would populate the name you typ

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Explorer ,
Jun 14, 2023 Jun 14, 2023

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If the user has an Adobe Sign account this changes the name from what you typed during the send processes to whatever the user's name is in their personal profile for Adobe Sign. Adobe treats the personal profile as the source of truth so if your name contradicts with the name registered to the users account it will ignore the name you typed in. Now if you were to send to a user without an Adobe Sign account and not part of their identity management system then it would populate the name you typed in for FirstName, LastName, FullName. 

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Community Beginner ,
Jun 14, 2023 Jun 14, 2023

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Thank you, adobi_wan, that answers my question, and very good to know.

I work at an accounting firm and we are filing corporate tax returns... we have to get certain documents signed by clients before we can EFILE their return (I'm in Canada.) Unfortunately, the audit report page on a document that comes back to us signed, is showing a different name than what we entered. Oh well, I guess for CRA's purposes we are least doing our due diligence.

 

At any rate, thanks again for replying to my query!

 

Best,

Kristine

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