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I want an email option for when I send documents to my clients
I’m using a template and I’ve filled out all necessary fields but when i click on the “sign” and “initials” to sign and initial my name nothing is appearing in fact I can’t sign my name at all. I’ve already adopted a signature. Help.
Hi,I am updating an embedded signing flow that uses a iFrame element on a page to use the Docusign JS method defined here (https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/#docusign-js). I get the recipient URL and pass it to the following code: var iframurl = "{{iframeUrl}}"; window.DocuSign.loadDocuSign('xxxx').then((docusign) => { const signing = docusign.signing({ url: iframurl, displayFormat: 'focused', style: { /** High-level variables that mirror our existing branding APIs. Reusing the branding name here for familiarity. */ branding: { primaryButton: { /** Background color of primary button */ backgroundColor: '#333', /** Text color of primary button */ color: '#fff', } }, /** High-level components we allow specific overrides for */ signingNavigationButton: { finishText: 'Custom Button Te
I am using the trial version and I don't get any results in the authentication report but it does appear completed in the status of the envelopes
I am a tenant and the realtor sent me my lease to sign. After signing, he did not send me my own copy after he has verified it. He did not send me a copy and I did not download the document I signed. The link has expired. Is there any means by which I can have a copy of what I signed?
Hiya! Is there a way to configure this integration/connector so that when a user initiates an envelope (or template) directly from Docusign, that it DOESN”T also feed into salesforce, or alternatively, to set it up so that it feeds into salesforce only if you could somehow include an opportunity ID in the envelope? We have users who work on both revenue transactions as well as vendor transactions, and we don’t want the vendor transactions to upload into SFDC. Thanks in advance for any ideas!
I’ve seen this asked a few times and none of the answers address the problem I’m having. I’ve added a checkbox group to my Powerform, I’ve made the validation “Select at least 1” but the final document does not show any of the selections… The Template setup... ...and on a form the user is completing... ...but on the finished product (why no chorkboxes?)…
Is it possible to bulk send an envelope with dynamic table from a template built with template assistant for Word?I created an template without the dynamic table, and it worked fine, but when i create with the dynamic table, the “bulk send” option disapear.
Is there a way to report on the Template or Envelope on for the “Document Custom Field” values?I would like to report on envelopes that have certain “Document Custom Field” values. I am unable to find if this is possible or not.I can find the option to add “Envelope Custom Fields” but I need “Document Custom Fields”.We use these to tag documents with certain values, and I would like to be able to run a report to identify these values before exporting documents via API/Retrieve processes.
How can I change my Logo on my homepage? I have already updated it in settings under Brands.
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