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Hello I wanted to know if it was Possible to transfer powerforms that I created in a production environment to my DocuSign Demo environment without having to re create each powerform. thanks
We have a group who has an integration with Zengine but are receiving an error. Any idea on to solve it? We have only found job aids that help add a plug in, revoke, or edit but nothing on how to “reauthorize”. Thank you.
I've been told if I upload an editable version on the tax file declaration form into docusign it populates the fields that need to be filled in by the employee.I can't find an editable version though. Does anyone know how to do this?
I am looking for the end date for Salesforce for eSignature so i can plan the upgrade to app launcher appropriately. thank you
Hi! Is there a way to CC someone by default on all signings? For context - I assist with the coordination & organization of real estate transactions, and need to be copied on all signing events for the agent I work with. When using a template, I can pre program that to occur, but if the form used isn’t sourced specifically from that template, it falls through the cracks. We’re just getting familiarized with the Transactions tab for our active contracts, which unfortunately seems to function largely independently from the rest of DocuSign, and there is no way to share access for items within Transactions like there is for Templates etc. as access to Rooms does not seem to be available as an add-on and does not come with the Real Estate package. The agent I work with isn’t the most tech-savvy, so it’s necessary to automate things like this, and unfortunately there doesn’t seem to be an option to modify realtor forms sourced via DocuSign under Transactions the way you would a normal T
I have a DocuSign developer/sandbox account and a production account. I want to explore web forms and SMS delivery with my sandbox account. How can I get these features enabled in my sandbox account?
Hi all,I have the lastest version of Android on a Samsung S23 Ultra. When I login to the app, I can do nothing...can’t type, select, scroll, it just freezes. Also when I try to use it on the mobile Chrome browser, I cannot submit anything once I’ve entered it (i.e. send a template in an envelope), no button to actually send. Has anyone else experienced this? The app is totally useless to me on mobile. Thanks,Mary K.
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?
A client sent a document for me to fill out and sign. There are 4 columns with 4 fields across (left to right) each column. There is a red line around the 4 boxes in the top fields. The fields below this do not have the red lines around them. It I fill out these fields, sign the form and try to send it takes me to the fields hilighted in red as an error. I cannot get the red lines to go away. BTW the red lines around these boxes are present when I first open the link and have not started to fill it out. No other fields have the red lines.
What are the best ways to manage the already created External accounts (Credit card, Purchase Order etc). Though we can close the ‘free’ accounts, it is not possible to close the accounts which was purchased using Credit card/Purchase Order accounts.What is the best way to close these external accounts, especially when the employee is no longer part of the organization and it is not possible to access their e-mails.
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