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1 month ago

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Configuration

Find answers to your eSignature configuration questions.

626 Topics
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626 Topics

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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

47 minutes 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.?

1 hour ago

CharlieSVNewcomer

asked in Configuration

How can merge a trial account and organization account because the email is the same

I have 2 accounts with the same email organization... When I log in... the app open the trial account and I can't access to the organization account.How can i do to solve this problem??

6 hours ago

mshealyNewcomer

asked in Configuration

docusign university profile

I went to my profile and can see all of my completed and scheduled trainings. I need to be able to download this to an excel spreadsheet to report to my supervisor.i put in a case 13486639 and Jeremi said that this option is not available for now.Can this be added soon please?Thanks

2 days ago

John TapfumaNewcomer

asked in Configuration

Subscription error

Greetings. My ID is **** My sub per year is $300.00 but I have seen that you have deducted $3075.97. This is not acceptable for such a small company. Please review this payment and refund the overcharge.

2 days ago

anmol.sharmaNew Voice

asked in Configuration

Is there a way to showcase or "Group" which attachments were uploaded to a particular attachment field?

Hey Everyone, We have a unique use case where there are multiple attachment fields on a template as they are conditional and only required based off of certain text and/or values entered.That having been said, is there a way to “group” attachments if 1) Multiple attachments are allowed within an attachment field and 2) to showcase which attachments were part of attachment field 1 vs attachment field 2?

2 days ago

srleeNew Voice

asked in Configuration

Error message running retrieve in demo environment

Any idea what the following message is trying to tell me after running a Retrieve script?“Error calling ListStatusChanges: {errorCode”:”USER DOES NOT BELONG TO SPECIFIED ACCOUNT”,”message”:”The specified User is not a member of the specified Account.”}I am the administrator, I own the template I used to process the envelope that I’m trying to report on, and I created the Retrieve script. I’m at a loss. Thank you. Susan

2 days ago

tom4444Newcomer

asked in Configuration

Customer Service Contact

People are using the discussion boards to ask questions that should be directed directly communicating with customer service instead, like when they are overbilled or their files disappeared before they did their taxes. Is there any way to contact Docusign customer service privately or do you just have to try to talk to them through the public discussion boards?

2 days ago

Capt EddieNewcomer

asked in Configuration

email security

I use Docusign for the encryption security. But Docusign emails final documents to me over unsecure email. How is this secure, and why am I paying for this? Eddie

2 days ago

YulzNewcomer

asked in Configuration

CHANGED JOB. I CAN'T RECEIVE NOTIFICATION EMAILS

I CHANGED JOBS. I CAN STILL ACCESS MY ACCOUNT.HOW CAN I CHANGE MY ACCOUNT EMAIL ADDRESS SO I CAN RECEIVE NOTIFICATIONS?I'VE TRIED E-MAIL ADDRESS UPDATE IN MY PROFILE, BUT IT GIVES NO OPTION, AS IT ASKS TO GET A CODE FROM THE CANCELLED E-MAIL ADDRESS.THE REASON TO CHANGE THE E-MAIL ADDRESS IS BECAUSE I STILL HAVE CREDIT ATTACHED TO IT. OTHERWISE, I WOULD JUST OPEN A NEW ACCOUNT WITH A NEW E-MAIL ADDRESS.CAN YOU TRANSFER EXISTING CREDIT TO A NEW ACCOUNT?THANKS.

3 days ago

markarNewcomer

asked in Configuration

HB TeamNewcomer

asked in Configuration

Browser doesn't recognize DocuSign PKI software is installed

Hello,We need to install “DocuSign PKI software” + “DocuSign browser extension” to be able to sign some contracts for a local Windows user (without admin privileges). After the installation using admin credentials, the browser doesn’t recognize the DocuSign PKI software is installed, not even if I execute the browser with the same admin user I’ve installed the software.The only way it works is directly connected in admin account – but in that scenario we don’t have the certificate we need that is installed in the first local user I mentioned. Could someone help us with that, please?Thanks!

3 days ago

SubaNewcomer

asked in Configuration

Leveraging docusign using single user account

YouI have a developer account in docusign. If I have multiple clients, Is my docusign account enough for all the clients, or should I need individual account for each client for the docusign integration with laserfiche ?Can I integrate all my clients using my developer account?

3 days ago

ejpNewcomer

posted in Configuration

Sharing folders

The inability to share folders is very inconvenient. It would really be helpful to organize envelopes according to our usage needs -- for example, by date that the envelopes will be used -- at different stages of completion. I would like to create a folder where other collaborators can add envelopes, or where I could move other shared users’ envelopes. As it is now, the only way to have all related envelopes in a single folder is to transfer ownership of envelopes.

4 days ago

CraigPNewcomer

asked in Configuration

TechSoup Subscription

We purchased a DocuSign Standard Edition through TechSoup 9 months ago and we are coming up on our renewal. Has anyone gone through the process of renewing DocuSign that was purchased through TechSoup. TechSoup indicated in the original order “Note: Your DocuSign Billing and Usage page might suggest that an annual payment is due at the end of the year of service. However, your cost at that time will continue to be $0.00.” I would like insight into how the subscription process works before getting hit with a $300 renewal fee. Will we get a communication from DocuSign as we get close to our renewal date? Thanks CraigP

4 days ago

dexdkdNewcomer

asked in Configuration

Remove time zone from date stamp

How to remove Time zone from date stamp? I want to remove MDT

4 days ago

matthewlawrenceNewcomer

asked in Configuration

transferring brokerages

i currently have a brokeragae designated account, how do I transfer my history and open a personal docusign account

4 days ago

Suz168Newcomer

asked in Configuration

Change email

Good Morning, I’ve been trying to change my email address, Docusign will send code to email address I wish to change to I get this message (please see screenshot attached). Can anyone help/advise Regards Suz

4 days ago

CKSSNewcomer

asked in Configuration

Disable Print & Download

Is there any way to disable print & download button for documents that do not require a signature and are sent using “Needs to View”?

4 days ago

CherylNewcomer

asked in Configuration

Cant cancel my free subscription

Hi my trial ends tomorrow but am unable to cancel my free subscription after following the prompts under account and billing. Can some one talk me through this cheers

4 days ago

thomazsjNewcomer

asked in Configuration

Trial subscription on company email

I have created a Docusign account with my company email and signed up for a trial period.Later, my company registered my email to be on their paid subscription.However my email is still on the trial version. What should I do? Thank you

4 days ago

TrishFreelandNewcomer

asked in Configuration

Expired?

When a notification arrives stating that an envelope has expired, how do I find out which one it is. I sent several in a week and kinda need to know if someone did not respond or why it expired. To my knowledge, none should be expiring or have expired….is that Spam??

4 days ago

Kristy TalmageNewcomer

asked in Configuration

Default Time zone setting

Hello, I have updated all of the regional settings in our profile to (UTC+8:00) Perth as well as deselected the allow users to set their own Time Zone and Date Format however when our contracts are coming through the date is still reverting to the American time format (example - 05/07/2024 instead of 07/05/2024 for the 7th May 2024) Is there something that I have missed when creating our envelopes? Thank you in advance for any guidance

5 days ago

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