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Momentum 2024
Probably a n00b question for you guys, but i am in a little time pickle. I am a seasoned developer with little to none experience with docusign (one day 😉), but i cannot get a good handle on how to go about the following. We have templates being used in my corp Now and then there are changes in our organizations masterdata I need to update the listitems on the templated documents being sent for signingWhat is the correct way of doing this? Suggestions, blogs, youtubes and other are appreciated -Ole
Hello, I created a webform for my company. Yesterday it was used by an associate. I was contacted because the webform would not advance to the signing page. I’m not finding anything explaining the issue I’m having. Anyone have any thoughts? What can cause this? Are there any issues with webforms? Any info is appreciated.
Hello,we are using a template to send a vendor creation form. when the vendor returns the completed form, the requestor should review the form. So we created 2 roles, vendor and requester.=> is there a way to populate the requester role with the signed in user who is going to send this template to the vendor?
How do I bypass printing a signed doc? I am prevented from directly downloading - AbsurdI dont want to burn 30 pages every time I have a deal! Trying to be paperless. Why does Docusign require me to print and not directly save to PDF?????
My company recently upgraded to DocuSign Apps Launcher in our Salesforce org to send documents for signature in Salesforce.When I created the eSignature template in Salesforce and custom fields in DocuSign for this initiative, I was made a DS Admin inside of DocuSign for ease.Now that the initiative is complete and tested successfully, it is preferable that I become a DS Sender inside of DocuSign. However, when that change is made, I can no longer access DocuSign Apps Launcher at all (even though I have the right DocuSign Salesforce permissions), but more strange is our Users/Senders in Salesforce receive errors when trying to send documents. I have made sure that the template created by the DocuSign Apps Launcher was shared with everyone.I was made an admin again in DocuSign and the issue was resolved, so feel certain this is the cause of the error. What do I need to do to resolve this so that I can made a DS Sender again in Salesforce?
Email notification even after unchecking all the notification under preference
I’ve set up radio buttons for required either yes or no questions. I can choose an option ‘No’, but i still get prompted to choose. screen shot for reference. this CHOOSE comes after I’ve made my selections for the entire list of questions. I hit the Next arrow and this pops up for all the questions. How do i fix? TIA!
I am trying to send a document that needs 2 signatures. I downloaded the document, added the 2 names and scrolled down to the bottom and the “Next” button is not there, so I can’t go to the next page where I indicate where they sign. I have never seen this happen before, I am stuck on the first page!
My document indicates "completed," and I have the certificate, but when I open it, the signature is missing. Is it possible for the person to submit it without signing? (Information removed due to Private information) How can I solve this situation? Thanks!
How do I enable MFA? I am following the steps in support video but I do seem to have the option when sending. Can anyone please help?
Is there a way to disallow a user from creating their own document custom fields on templates? As far as I can tell, if they can create templates, they can also create the custom fields (which makes sense). But, in order to try to standardize and eliminate the ‘junk’, we would like to control this a little better with some pre-configured fields. Is anyone aware of a way to do this?Thank you. Susan
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