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Find answers to your eSignature configuration questions.

629 Topics
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629 Topics

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Community UserLegacy User

asked in Configuration

How do I cancel my DocuSign membership?

13 days ago

NickyNewcomer

asked in Configuration

Attachement Field

Hello Team, How do I add the Attachement field to my standard fields?

13 days ago

PTPNewcomer

asked in Configuration

JhudsonNewcomer

asked in Configuration

Font of the signatures

Hi,Do you know the specific fonts face and size provided by DocuSign when we use typed signatures?

14 days ago

HobbitNewcomer

asked in Configuration

What is "algolia"?

Interacting with a document is causing my browser to repeatedly try to reach something in “algolia.net” and/or “algolianet.com”, which is something offshore and neither of which are reachable. What is that for? Why does Docusign seem to rely on more and more sketchy third-party CDNs as time goes on? Given the possibility of sensitive information flying around, you guys really need to pull whatever those resources are back IN-HOUSE and serve vetted versions out directly yourselves. This is a very typical mistake that misguided web devs make, which is tolerable for junk social-media sites, but not potentially important stuff like this.

14 days ago

MikeNewcomer

asked in Configuration

Home Page Dashboard

Recent “enhancement” has eliminated my DocuSign Dashboard on the Home page - I now get a screen about sending envelopes. I don’t send envelopes, but receive them for signature and keep track of those signatures coming after mine. This was conveniently seen on the Home page dashboard, but is now missing. How do I get that back?

14 days ago

vanesysNewcomer

asked in Configuration

Envelope ID Stamp Control is supported by Business Pro For Salesforce?

Hi, I’m been trying to find a solution to remove or replace the envelope Id from my templates. I found that it is possible with the Envelope Id Stamp Control, but I want to know if it is available for Business Pro For Salesforce?

14 days ago

registerpatrickNewcomer

asked in Configuration

Stop replicating one field to another field

How do I stop information from one field from populating to another field. Example: I enter a Name on Form A. That name then populates into the Price line on Form B. When I correct the Price line in Form B, the Price replaces the Buyer Name in Form A.

14 days ago

ChrisWNewcomer

asked in Configuration

Turn off prepending of filenames with "Complete_with_DocuSign"

Hoping someone can help. Is there a way to configure DocuSign so that it does not prepend filenames with “Complete_with_DocuSign” upon signature or download. I often have the filenames exactly as I want them, sometimes quite long, and they get truncated when DocuSign prepends the filename. When I download the combined document + summary I then have to rename the files back to what they were before they were uploaded. This is busy work I’d rather avoid. Is there a way to turn this off?

14 days ago

SatishNewcomer

asked in Configuration

Can't find documents signed in the envelopes

Hi Team,I get multiple requests each week to sign the documents, i use the link received to my email to sign them. However, when i login to docusign with the same email id, I can’t find the documents signed by me. All i find are the documents initiated by me where i requested signatures from others. what could be the issue here? how do i configure in a way that i see the documents singed by me.

14 days ago

Pink ElephantNewcomer

asked in Configuration

Ghost files

I have my Docusign account linked to another professional tool called ZipForm. I recently noticed that my files have not been transferred to Docusign. I cannot find them in drafts or sent. Even when I void them, they are not showing up. Seems like a major glitch that I cannot risk with my job.

14 days ago

ChrisDrunNewcomer

asked in Configuration

Dashboard View for two pipelines

I find the view very useful. However, I have two separate documents that I send. One for employees and one for clients. Is there a way to replicate this view (i.e. one for employee documents and one for client documents)?

14 days ago

HRSCSNewcomer

asked in Configuration

Adding users

Good afternoon, I’ve just signed up for the eSignature Business Pro plan and when I am attempting to add a new user by going into Settings → Users → Add User, the “Add User” button disappears as the page is completing the loading process. A message popped up for a brief second wrapped in a yellow box that said something about adding a second admin account and that disappeared as well. I’ve added the screenshot I was able to capture. Why do both of these items disappear when the page fully loads?

15 days ago

MinalNewcomer

asked in Configuration

How do I turn on features for my DocuSign developer account?

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?

17 days ago

Community UserLegacy User

asked in Configuration

How do I change the email that I use to log into my account? I have tried through profile settings - it sends a verification code to the correct e-mail address, but when I enter the code an error message pops up. I have tried logging out but no luck,

How do I change the email that I use to log into my account? I have tried through profile settings - it sends a verification code to the correct e-mail address, but when I enter the code an error message pops up. I have tried logging out but no luck,

17 days ago

Dayane StefaneNewcomer

asked in Configuration

Modificação de agenda de contatos.

Bom dia! Gostaria de saber a possibilidade de alterar o nome e e-mail dos contatos salvos em nossa agenda de endereços. Possuímos muitos colaboradores que comumente trocam de endereço de e-mail e causam uma confusão pois não conseguimos editar ou excluir o e-mail antigo e acabamos enviando documentos para e-mails incorretos ou que estão em desuso. Além disso, gostaria de ver sobre a possibilidade de compartilhar minha agenda de contatos com outros usuários do docusign para que não precisem cadastrar todos os e-mails novamente à medida em que precisem enviar envelopes, pois isso gera um atraso que poderia ser evitado. Desde já, agradeço. Atenciosamente, Dayane. Good morning!I would like to check the possibility of changing the name and email of the contacts saved in our address book. We have many employees who commonly change email addresses and it causes a confusion as we are unable to edit or delete the old emails and end up sending documents to incorrect or disused adresses.Further

17 days ago

Michael.WelchNewcomer

asked in Configuration

User Lockout

Wondering where to configure account lockouts for incorrect password attempts. Is that even possible? I know how to set the password requirements, but there’s nothing there for max number of failed attempts before restricting access. Am I missing something?

17 days ago

proussNewcomer

asked in Configuration

Downgrading to Free

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

17 days ago

ahallNewcomer

asked in Configuration

Merging a user's free account to a business account

Hello,A co-worker of mine has been using a “free” account which I need to merge with her user profile I created under our business account. Can you help me with this?

17 days ago

Community UserLegacy User

asked in Configuration

Can we retrieve documents which have been purged? The documents were purged while i was away on Medical Leave. I need to get it quite urgently.

HASNAN B SAADAN

17 days ago

Asli TarcanNewcomer

asked in Configuration

Powerforms Acess code doesn't work can i remove it from asking for a access code?

Hello,I’m having trouble about my PowerForms when i send it to someone they always need a access code,I know they recieve the code from email but this doesnt work sometimes because of that can i remove the bypass the access code phase? thanks in advance

17 days ago

Harriet MNewcomer

asked in Configuration

Password requirements settings

If I change the password requirements for my organization, what happens to the current users who have a non-compliant password? Do they need to change it?

18 days ago

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