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I use Docusign for the encryption security. But Docusign emails final documents to me over unsecure email. How is this secure, and why am I paying for this? Eddie
Hi - I’m trying to downgrade to a free plan but all I’m offered are plans starting at $10 a month (Personal?) and up. I’m currently in a trial period for a business plan that I somehow ended up with by accident - I suppose I could wait until the 30 days are up but it seems silly that I can’t downgrade until then (or is that the design not a bug?). What am I missing?Thanks
Can we set up a fixed approval/ corner sign flow so that nobody can change it? Thanks!
I am a tenant and the realtor sent me my lease to sign. After signing, he did not send me my own copy after he has verified it. He did not send me a copy and I did not download the document I signed. The link has expired. Is there any means by which I can have a copy of what I signed?
I have an existing template to which I have added a new form with numerous fields. I would like to just copy this new form from the template I’ve already added it to and paste it into another already existing template. This would be much easier than recreating the form and all the fields. Is there a way to do this? I’ve tried everything I can think of.
I’m wanting to integrate Power Auotmate with DocuSign and want to know whether DocuSign Standard supports this. I understand Business Pro allows for integration but I have a customer with Business Standard licenses and I want to be able to tell them whether it’ll work with the licensing they currently have.
Hi, I am a user of Google Workspace. I tired to use DocuSign add-on application but it did not work well. After entering signers, I encountered the attached error. Please advise me.
Hiya! Is there a way to configure this integration/connector so that when a user initiates an envelope (or template) directly from Docusign, that it DOESN”T also feed into salesforce, or alternatively, to set it up so that it feeds into salesforce only if you could somehow include an opportunity ID in the envelope? We have users who work on both revenue transactions as well as vendor transactions, and we don’t want the vendor transactions to upload into SFDC. Thanks in advance for any ideas!
I have a template set-up but is there any way we can skip the process of having external folks do anything with the form? We're thinking of automatically exporting the folk’s data, then pre-upload their info to the form with all the information in it, bulk sign and send them out. How do we set this up? Do we have to have that bulk list ready to set up those automations?
I have multiple routing rules set up based on a dropdown value. But, if I try to add anything to that drop down, it tells me I will lose all of my conditional logic I have set up. That’s a lot of work for our scenario. I’m wondering if I’m mis-interpreting the message (below)?? I find it hard to believe that I would have to reconfigure all of my conditional routing logic just to add a new value. Can anyone supply an explanation or set me straight?Thank you. Susan Deleting Conditional Routing ReferencesThis field is involved in conditional routing rules. Updating the options series will remove all rules referencing it. Do you still want to make this change?
All DocuSign documentation shows that the 21 CFR Part 11 meaning of signature settings and ability to edit are a part of the branding settings, however the branding settings are locked out for my client’s account. Can someone please help me figure out if this has recently changed?
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