Complete DocuSign Signer Visibility & Signing Method Flexibility in the E-Sign tab
Release Date: 06/03/2026
Applies To: All Clients
Category: E-Sign / DocuSign, Compliance
🧩 Summary
Previously, in-person signers were not visible in the E-Sign tab, leaving teams with an incomplete picture of signing status. Now, all DocuSign signers appear in one place (including in-person signers) and signing method can be switched from in-person to email mid-process without restarting the envelope. This helps teams identify stalled signatures faster, avoid unnecessary envelope recreation, and keep applications moving without disrupting customers who have already signed.
🆕 What’s New
Full Signer Visibility: Teams now have a complete view of every signer on a DocuSign envelope (both in-person and email) in one place. If a signer is blocked by an earlier incomplete signer, their status reflects exactly who they’re waiting on.
In-Person to Email Conversion: If a customer leaves the branch before they finish signing their documents, teams can now switch that signer’s method from in-person to email directly in the E-Sign tab without needing to void the envelope and start over. Signatures already collected are preserved, the application keeps moving, and the signing email is sent immediately once the change is saved (if no prior signers are pending).
- Audit-Ready Signer History: When an envelope is voided, signer statuses remain visible as a historical reference of each signer's progress on the envelope, giving teams and reviewers the full picture of voided envelopes for clearer record keeping.
💼 Benefits
- Fewer Voids, Faster Recovery: Switching an in-person signer to email avoids having to void and recreate the envelope entirely, saving money per new envelope.
- Deliver a Better Customer Experience: Keep signing processes moving even when customers can't return to the branch, reducing friction and increasing completion rates.
- Identify and Resolve Signing Blockers Faster: Signer-level statuses show exactly who is waiting on whom, so teams can quickly spot what’s stalling an envelope and take action.
⚙️ Configuration & Access
- No action required. Available in the E-Sign tab for DocuSign envelopes.
🧑💼 Need Help?
Contact your Prelim customer success manager or email support@prelim.com with any questions.