DocuSign - Signer being asked to sign in the wrong place

When there are multiple signers for a given Role (for example, multiple personal guarantors), the DocuSign integration supports matching description of that signer (for example, their name) with the DocuSign actions that signer is supposed to take.

To support this, the DocuSign integration relies on the ASPIRE Document Templates being designed in a specific way (described below).

If not configured in a supported way, it can result in DocuSign prompting a signer to sign (or take other action) in a place that may not make sense. For example, a signature block that is labeled with one signer's name where a different signer is being asked to sign in that block.

Most commonly, this is caused by use of the "Record to Return" modifier on the data tags related to the descriptors (name, etc.) of the ASPIRE account from which the signer is derived or the data tags related to specific DocuSign actions (sign, initial, etc.). "Record to Return" modifiers cannot be used in templates intended for use with the DocuSign integration

 

Supported Methods for Multiple Role Signer Scenarios

While "Record to Return" cannot be used, there are other options to achieve the goal of having all required signers to the necessary actions to correctly execute on contract agreements.

Below is an excerpt from the DocuSign Integration User Guide that describes these options.

• Related Articles

• DocuSign Integration User Guide

  Please see Attachments to download the guide. Last Update: 2025-09-30 This article is the holding place for the most recent version of the ASPIRE v5 - DocuSign User Guide. Throughout the Knowledge Base there are also individual articles on relevant ...

• DocuSign - No signers in the Sign Documents screen

  To create an envelope using the ASPIRE DocuSign integration, you must have at least one signer listed in the signer section (outlined in red in the screenshot). Sometimes, no signers will appear in the Sign Documents screen. To uncover the problem ...

• Submitting Documents to DocuSign/Creating a DocuSign envelope

  Use the attached steps for more detail on how to create a DocuSign envelope using the integration in ASPIRE v5. The ASPIRE DocuSign integration uses the DocuSign Remote Signing Ceremony, where DocuSign will send an email to each signer inviting them ...

• DocuSign - Duplicate Signer in Sign Documents screen

  When using the Sign Documents screen as part of envelope creation with the ASPIRE DocuSign integration, each signer/recipient should only appear in the list once. If a signer appears in the list more than once, it may be due to configuration of the ...

• DocuSign Integration Video Webinar

  Please see the attachments for detailed information, recording available from within the Vimeo weblink Click HERE for the DocuSign Integration Webinar Video One Attachment available + a link for the Recorded Training: 1. The Questions and Answers ...