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Created By Sonia Maksim
RequesterIt would be great to have the client name auto populate as entered in the file in the Forms App. When preparing to send an envelope instead of John D Doe initialing it just comes up as JD. If a buyer or seller signs with a middle name or initial, that's the way it should auto populate.
0 Votes
4 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Shannon!
Charleigh from the Product team here at SkySlope. Thank you for reaching out! I will get this feedback recorded for our product management team's review.
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SkySlope Support posted about 2 months ago Admin
Created By Shannon Spain
RequesterHi, if the client is able to edit their signing initials, why isn't the agent? This should be a setting on the agent's side as well, where we can edit the initials our client is signing with before the envelope is out for signature.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By John Fagan
RequesterThis is silly that this isn't automatic. If we enter a middle name, then it should populate.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Sonia!
Kylee from the Product team here at SkySlope. Thank you for reaching out and providing us with your feedback! This makes sense to me and I've documented this for our Forms and DigiSign teams to review.
I wanted to highlight that your signer will be able to adjust their name for signature and initials when opening the envelope to sign. Here you can see an example where I as the signer have updated my preference:
If you have any questions, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Have a great day!
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