When creating or editing an envelope, the sender can configure whether a recipient is allowed to change their name during the signing process, based on the administrator’s settings. This setting applies to scenarios where the recipient needs to complete a signature or identity verification.
I. Overview
When a recipient’s name may differ from the name on their ID document or their commonly used signature name, the sender can allow the recipient to change their name during signing. Once enabled, the recipient can adjust their name when adding a signature or completing identity verification, helping the signing process proceed smoothly.
Whether the sender can adjust this setting is controlled by the administrator in Management - Send Settings.
II. Set Whether a Regular Recipient Can Change Their Name
- Log in to the Nota Sign workspace.
- Click Signing - Start to enter the envelope sending page.
- Upload the document to be signed.
- Add recipient information.
- Click the Customize drop-down list and select Advanced Settings.
- Turn Allow Recipient Name Change on or off as needed.
- After configuring the signing fields, click Send to send the envelope.
III. Applicable Scope
Allow Recipient Name Change applies only to regular recipients.
This setting is not displayed for the following roles or field scenarios:
- Electronic seal;
- Indonesia e-Meterai;
- Other special roles or signing methods that do not involve recipient name changes.
IV. Rules for Templates and Bulk Sending
1. Envelope Templates
In an envelope template, this setting is saved by role. When an envelope is created from a template, the system initializes the recipient settings based on the configuration of the template role.
If the administrator does not allow senders to adjust this setting, the current default value in Send Settings is used.
2. Bulk Sending
In bulk sending, this setting is saved by role. All recipients generated under the same role use the same configuration, and the switch is not displayed separately for each recipient row.
3. Bulk Send Templates
In a bulk send template, this setting is saved by template role. When using a template for bulk sending, recipients generated under the same role inherit the configuration from the template.
V. Rules After Changing the Identity Verification Method
If the sender deletes, switches, or reconfigures the identity verification method when editing a recipient, the system may reread the current default value from Send Settings.
- If the current Send Settings allow recipients to change their name, the recipient is allowed to change their name by default.
- If the current Send Settings do not allow recipients to change their name, the recipient is not allowed to change their name by default.
- If the sender still has permission to adjust this setting, they can modify it again after the reset.
To avoid inconsistent configurations, we recommend checking the recipient’s identity verification method and whether name changes are allowed before sending.