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Momentum 2024
Hi,Do any of you know if DocuSign has sent out a communication regarding some changes in the user interface? I noticed today that there have been some slight changes in layout and changes to certain functionalities. For example, 'Manage' is now 'Agreements,' 'New' is now 'Start,' etc. If there is a communication about this change, would you be able to share it with me or let me know where to locate the document? Thank you,Amy
Can a file be recovered if it is purged?
Everyone can see everyone else’s templates the moment a template is created, even if a mistake. How do we ensure templates are not shared with everyone unless we mean them to be? Is there a way to do this on the account level and not on the individual user level, e.g. to force users to declare who they are sharing with, or the template isn’t shared with anyone, e.g. to default to no one shares with anyone unless they affirmatively select for that template to be shared and say who with?
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
Hello Everyone,I have a quick query regarding the anchor string feature of DocuSign. I have a web app that allows users to select documents to preview them first. If everything looks good, they can proceed with e-Signing.To achieve this, I have set up two templates in my DocuSign account:Preview with Viewer role: This sends the envelope to the current logged-in user for previewing. If everything looks correct, The user can then proceed with the e-Signing process using the second DocuSign template with the Signer role.Everything is working in the flow as expected, except for the part where the user wants to preview the envelope. The user is receiving the envelope, but the documents within the envelope have empty anchor string values. However, when the user actually sends the envelope for e-signing(Signer Role), we can see that the anchor string values are populated correctly in the documents under the envelope.I'm wondering if this is by design, or if there's something I'm missing or do
Sometimes documents are received without pdf attachments and you need to log in and download - why does that happen? is there something I should be doing?
Aside from the font size and color, is there a way to change the field’s border and background colors? I do not always want a border and white background. Also, can such modification be done as a default setting or for multiple fields at once?
I am trying to do what I always do the last years... Received on my email a word doc which I want to open directly through DocuSign...sign it and share it through WhatsApp...HAVE DONE THAT HUNDREDS of time literally.Only that last time it says no more envelopes left or something like that.I just want to sign nothing else and as far as I know signing is free...would appreciate any help from anyone.
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.
In the envelope history, under the User column, the user information includes api or web with the user’s IP address. I’ve also seen just the user’s name with no other information. What does it mean if it has api, web, or is blank (without the IP address)?
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