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Can I change the sender name when sending over a signature request?

xyz2023

When I send documents to get e-signed, the recipients get an email that shows the sender name as just my first name, with all lower case letters. How do I change this? (It's my work account, so looks really unprofessional!). I've gone into settings and there it lists my full name, with proper capitalizations.

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Walter

Hey @xyz2023 - sorry to hear about this.

When you say it's your work account, could you clarify what plan you're on at the moment?

Could you maybe send us a screenshot of how it looks like so that we can have a visual too?

Also, are you using the Dropbox Sign product to send your docs for signatures or a 3rd party app/app integration?

Any additional information is more than welcome!

xyz2023

Hi! Yes, I'm using DropBox Sign (no 3rd party) - it's the free version. I sent out a request for signature to a client and the email they received had only my first name in all lower case as the sender. But when I look in my settings, my full name is listed, with proper caps. (Sorry, I can't really send a screenshot b/c it has confidential client info on it?)

xyz2023

It may be pulling my first name in lower case from my email address (my email is firstname@company etc)...? But not sure why only that would show up as the sender? (It's not showing the whole email address, which would at least be better!)

Megan

Hi @xyz2023, I see, thanks for letting me know!

Would you be okay if I was to send you an email, in order for us to have a closer look into this?

xyz2023

Hi Megan - Yes that would be great, thank you!

Megan

Gotcha @xyz2023!

Email just sent, I'll see you there!

netsquire

Is there a solution for this issue? In my case, it uses my email address as my name and then repeats the email address. It looks unprofessional.

Nancy

Hey @netsquire! Are you also using Dropbox Sign to send over those signature requests? You’re not using your Signatures tab here, correct?

netsquire

I don't understand your question. Do you have two different products?

Nancy

At the moment, you can send a signature request either via your standalone Dropbox Sign account or via your Dropbox account (or www.dropbox.com), by going to your Signatures page here (you can also check this page for more info).

netsquire

I'm referring to the Signatures within Dropbox. It doesn't show my name.

Megan

Hey @netsquire, you can customize the basic profile settings of your account on the Dropbox Sign Profile page.

Log into your Dropbox Sign account from www.hellosign.com.
Click your initials at the top right corner of your screen.
Then click on Settings.
Go to your Profile Tab.
Edit the name.
When you're done, scroll down to the bottom of the page and click Save.

Can you give it a go, and let me know if you come across any problems?

andrewkol

Hi Megan,
I am using the signature feature through my Dropbox account. The solution above seems to only be applicable if you have a standalone Dropbox Signature account. I tried creating a Dropbox Signature account using 'sign in with Dropbox', and that worked, however it does not seem to be linked to the Signatures interface that already exists in my Dropbox account, so again the above solution does not apply.

How can I ensure that documents sent out from the Signatures interface in my Dropbox account have my full name, rather than just my first name in lowercase?

Nancy

Hey @andrewkol, hope it’s OK to jump in.

I tested this on Dropbox directly (not Dropbox Sign) and the signature request shows my full name (meaning the account’s username shown here).

Can you send me a screenshot of how the request appears after being sent perhaps, so that I can have a look and make sure I haven't missed anything? Feel free to hide any details you don’t want us to see.

netsquire

This was fixed sometime between May and July. We now use Dropbox Sign and have switched from Adobe Sign. Thanks.

andrewkol

Hi Nancy,

Thanks for this.

My Dropbox account settings shows my full name.

But when I sent something for signature, the email that appeared only had my first name in lowercase.

I can also see that when I sign into hellosign.com using 'Sign in with dropbox', the account now accurately reflects the documents I've sent out for signature using the 'signatures' feature on dropbox.com. When I go to Settings > Profile, my full name is shown and there's no field that has my first name only in lowercase.

Thanks!

Andrew

Jay

Hi @andrewkol, thanks for the info. I'd recommend contacting the support team directly to look into this matter in more detail on their end.

andrewkol

For anyone else looking for a solution to this, there is no current solution to his issue, as advised by the support team --

As I can see from the screenshots the name that is appearing on the Signature request is taken from your email directly. As your email address is andrew@*****, it is seeing that your name as 'andrew', and this is how it is presenting it on the signature requests.

Unfortunately at this time there is no way that you can manually choose what name is shown on the signature request.

We're always looking for ways to improve Dropbox. We regularly release new versions of our products with better performance, additional features, and security enhancements.

As this is a feature that is not yet in use on Dropbox, I will send this as a feature request feedback to our team at Dropbox.

The best way to have your idea reviewed by our development team is to visit our Share an Idea board. This board allows you to post new ideas or add your vote to existing ideas from other users. Share your ideas here.

We appreciate your contributions and bringing this to our attention

Thank you for using Dropbox, and have a great day!

Nancy

Hey again, @andrewkol! One more thing I’d like to clarify; if you go to your Dropbox Sign account here, do you see your full name capitalized? Feel free to send me a screenshot of what you see, too.

I’d like to gather as much info as possible and log your feedback with our team, based on what you see.

andrewkol

Hi Nancy,

Yes, my full name is there and capitialised - see screenshot here.

Cheers

Andy

Walter

Hey @andrewkol - sorry for the late response.

Would it be OK with you if we reached out via email to have a further look internally?

andrewkol

That would be great. Another staff member has reached out though and told me that there is no current solution and it's on a future improvements list? Would love it to be fixed though.

Walter

Thanks for the cooperation, Andrew. You've got :envelope: