Only the email address of the participant is mandatory when configuring your transaction. However, you can define the participant name that will be used in the transaction.
Once you add the participant name, you can choose to lock or unlock it.
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Open padlock: you give Universign or the signer the authorization to use a different full name that might be more appropriate. This means the participant will be allowed to modify his/her name on the signature page. It also means that if the participant already has a certificate linked to the same email under a different name (spouse name for example), Universign will use the name of the certificate instead of the name you entered in the transaction.
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Closed padlock: you do not give Universign nor the signer the authorization to use a different full name than the one you entered. This means that the participant will not be allowed to modify his/her name on the signature page. It also means that if the participant already has a certificate linked to the same email under a different name (spouse name for example), Universign will not use the name of the certificate. If the requested level of the signature was simple, we will not upgrade the signature to advanced, and if the requested level was advanced, we will have to create another certificate, and the participant will have to undergo a new identity verification.
