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Kristen SchipperNewcomer

asked in Configuration

Why does the "Correct" button disappear on a shared envelope that is also CC'ed to the person the envelope was shared with?

We had an issue where we were trying to cover for someone who is out of the office on an envelope that they had shared with both me and my coworker, so that we could cover for them. My co-worker didn’t have a “Correct” button on the shared envelope. And I did. My co-worker and I have the same configuration in every way. The only difference was that she was CC’ed on the specific envelope, and I wasn’t. If anything, I would think the CC would give her MORE access vs. take away a “Correct” button. Problem solved now, and the right contract is routing because I still had the “Correct” button and could fix it. But we’re trying to figure out why my coworker’s “shared” view would look different than mine just because she was CC’ed on the envelope? That seems very weird.

6 minutes ago

YKayNewcomer

asked in Salesforce

dcapNewcomer

asked in Sending

Formatting

Why does the formatting on my word documents change when they are uploaded to DocuSign?

32 minutes ago

Community UserLegacy User

asked in Configuration

One of our DocuSign users has two accounts with the same email id. But his account ID is different. How can i merge them or deactivate one account?

One of our DocuSign users have two DocuSign account with the same email id. But his account ID is different. How can i merge them or deactivate one account? I checked in Admin profile with the email Id, it is showing only one account in admin module. But somehow user is using both these accounts and facing issues because of that. Guide me to delete or merge his account.

39 minutes ago

Cheryl MartinNewcomer

asked in Signing

Unable to read name and date fields once the document has been signed.

The name and date fields look fine when I add them to my document, but once they have been filled in and the document has been signed they are unreadable, it is almost like the fields are too small but i can’t see anyway to make them bigger. Has anyone had any experience with this? This is what it looks like once signed

49 minutes ago

WesselNewcomer

asked in Sending

How do I make a team member mandatory as a recipient in each Envelope?

Hi all, In our sales team, we’re using Docusign to send out quotes. Since we need to countersign each quote by our CCO, I want to make him a mandatory recipient. Without the need to do this every single time. How can I set that up in Docusign?Thanks

53 minutes ago

Bluerain007Newcomer

asked in Signing

i can't change my signature and initials on a document

I was sent a document for signature by a 3rd party. I opened the relevant link and uploaded my custom signature. I clicked the region to be signed. Unfortunately the image initials appear too small in the document. Now every time I open the link it uses the same initials to sign and I can't change it. I tried to hover of the logo to get the change signature option but it doesn't show up. How do I resolve this issue?

53 minutes ago

MaddeNewcomer

asked in Sending

Add reciepients with "recieve a copy"

Hi, when i send documents I often want my Account Managers to get a copy of the “envelope” so he/she can see its sent. But no one has got a copy ever. Is there an adjustment that´s missing on my profile or do you know why?

54 minutes ago

S2j3mNewcomer

asked in Signing

input/output error, storage full

Hello,I am trying to sign one of my own documents (word document from my Google Drive), and every time I try to add the document, I get a pop up that says "input/output error. Storage may be full"..... How do I fix this? Thank you!

1 hour ago

Don OliverNewcomer

asked in Admin Tools

Admin setting

Hello, I am an admin for Docusign for several years. We have a consultant on staff, and I thought about makeing him an Admin for just one account ( we have 5), can I restrict him to 1 account? ( for a variety of reasons).

1 hour ago

Jetson324Newcomer

asked in Troubleshooting

Can't download completed documents.

Getting this message in a white window:{"errorCode":"RECIPIENT_AUTHENTICATION_REQUIRED","message":"Recipient has not passed authentication steps."}

1 hour ago

Asli TarcanNewcomer

asked in Payments

I can't choose apple pay/google pay for a payment method

Hello, as far as i know I can use google pay and apple pay with it but i can’t i see any option to open it,My sub plan is eligible for it, Can anyone help me please. Highly appreciated!

1 hour ago

TheodenanyohNewcomer

asked in Salesforce

Send envelopes from Community Portal using the template configuration

We have a partner portal built on Salesforce experience cloud where our resellers can bring in deals. We want our resellers to able to send documents to their customers to be signed and also capture some data that is written back to Salesforce fields. We have been able to install the docusign package and setup a template configuration in Salesforce with all the merge field, field placement and even set the config to update certain Salesforce fields on send and successful signing. We want to be able to pull in the DocuSign template configuration in Salesforce and use that to send the template but can’t seem to find a way to do that in experience cloud. With the Apex toolkit, it doesn’t appear to allow us to fetch the DocuSign template configuration in Salesforce and use that to deliver the envelopes. Looks like we have to hard code everything from the merge fields to updating the Salesforce fields on send and completion. Does anyone know a way around this?

1 hour ago

CAustinNewcomer

asked in Templates

Template Matching Not Working for User

I am having an issue with other certain templates not matching for a user all of a sudden (has previously worked fine). The templates are shared with the user, the user has adjusted their matching percentage down to 20% but when uploading a document, the correct template will not pop up to choose. I try the exact document the user is attempting and the template matches at 78%. Any advice?

1 hour ago

NoorNewcomer

asked in Signing

Change of Designation

Hi, Once in Docusign how do I change a designation of a person that was inserted incorrectly

2 hours ago

ChelleSNewcomer

asked in Sending

Email Notifications

When I send an envelope all recipients (signer and copy received) receive an email notification; however I’ve noticed that when I correct an envelope and resend only the signer is receiving the email notification and not those that are copied. How do I change it so all recipients receive the email notification when an envelope is resent? Thank you.

2 hours ago

GMLonNewcomer

asked in Signing

not recieving new documents to sign

I am not receiving any new documents for signatory. I have checked email address on account and that which the suppliers are using? I do not even receive an email to notify me. Can anyone advise on this?

2 hours ago

Nazar akramiNewcomer

asked in Community Lounge

It seems impossible to get in touch with support!

Is there any way to get in touch with the support team?I have just discovered that I have been subscribed to a service without my knowledge or consent. I only intended to use the service to sign a single document, but it appears that I have been charged for months without realizing it. I believe it would be fair to receive a refund for the charges that I was not aware of.

2 hours ago

ASchmidtNewcomer

asked in Configuration

User and Envelopes migration from one account to another account

Hello,we are planning a migration from the sapphire account to the nttdata account.Could the users and the envelopes of the users be bulk exported and imported into the new system?i see the option to download the users but i dont see the option to export the envelopes of the users so they can be migrated as well.Could you please assist with some information how i can do it? Best regardsSchmidt

2 hours ago

PrabuNewcomer

asked in APIs and SDKs

Docusign Create

How to create an envelope with allowMarkup enabled using docusign Rest API? I am facing issues while creating an envelope.Docusign error: CANNOT_ALLOW_MARKUP: Account does not have permission to set Allow Markup." This error occurs only for few templates. Can someone help me in fixing the issue.

2 hours ago

AnastasiaNewcomer

asked in Templates

Create Templates / Button new is missing

Hello,I just started to you the up, and I did watch the videos: How too …Unfortunately, if I go to temples, I do not have the option to add new temples.Is there a reason for it, that the button is missing? How do I create a template without the button “NEW”?Thank you for all the helpanastasia

2 hours ago

BrookLNewcomer

asked in Identify

ID Verification

When adding the ID Verification on an envelope I am not receiving an actual copy of the ID the client has uploaded. I’m only receiving notice that they “Passed” the verification

3 hours ago

Tangible Srl SBNewcomer

asked in Configuration

Export custom data

Is there a way to export all the data contained in my envelope to a CSV file? I mean not just the default data (namely: EnvelopeId, Sender, Envelope Status, Subject, Created, Sent Initial, Last Sent, Completed, Voided, Voided Reason, Declined, Declined Reason, RecipientId, Recipient Name, Recipient Email, Recipient Type, Recipient Routing Order, Recipient Status, Recipient Viewed, Recipient Signed, Recipient Declined, Recipient Declined Reason), but also the custom content of my letter? For example, the name and surname entered by the user, their date of birth, marital status, etc.?

3 hours ago

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