Seller/Buyer Middle Name and/or Initial

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Sonia Maksim

Requester

It 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.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi 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 1 month ago Admin

Created By Shannon Spain

Requester

Hi, 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. 

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SkySlope Support posted about 1 month ago Admin

Created By John Fagan

Requester

This is silly that this isn't automatic. If we enter a middle name, then it should populate.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi 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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