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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

11 days ago

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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

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Newest First

Houseoframos12Newcomer

asked in eSignature

verify forged Document

I was signed up to a loan contract I never actually signed. The finance company are refusing to give me certain docs pertaining to the loan. On the loan agreement they did send, it is docusigned. It has an envelope ID, but should there be an IP address to track location or how can I prove it is a forged doc?

theBAFA007Newcomer

when i would login, i had two profiles to choose from: Charles Schwab and then one for my business. Now when i login, it automatically goes schwab docusign. I CAN'T access my business docusign because it DOESN'T present itself as option. I know its still active because i have linked up to Black Diamond docusign integration and i can see my templates i wanted to update.

3 hours ago

BobJonesNewcomer

asked in CLM

Expression Builder help with Link to next step

I’m trying to figure out how to have a custom Link to next step process (Expression builder?) to take the user back to a specific document that has a pending task assigned to it. Here’s my current high level process:I have a Master Document that gets generated with a task to do something. In order for the user to complete the task there need to be supplemental documents submitted. I have a totally different “intake workflow” built to kick off a User Task to review incoming documents. This Workflow finds the Master document and relates the supplemental documents upon arrival. I’d like for that separate workflow to redirect the the User to the Master Document task screen. Current outcome. (not what I want)After completing the separate workflow review task the user is just directed back to the Task screen. Question:My question is how can I redirect the User to the Master Document Task screen after completing their review task (separate workflow). I’m guessing I have to use the Expr

16 hours ago

ChanPropertyNewcomer

asked in eSignature

Document in Docusign is just a blank document

I have filled out a rental application ( I have done this 100’s of times over the past 10 years) to be signed by a prospective tenant. I have placed the text into the lease agreement as I have done for many times (names, dates, rent, deposit amount, etc). When I sent the document out for signature...the lease agreement is blank...as if I didn’t input any fields.

98010

1 day ago

aportoNewcomer

asked in eSignature

Prefill tabs through Python SDK

Hello Docusign team, I am using Docusign eSignature and I have created a template using the Docusign UI. I want to create envelopes from this template using the Python SDK. I have a couple of tabs that I want to pre-fill before sending to signers, so I used pre-fill tabs when creating the template. The problem is, I cannot find a way of prefilling these tabs using the Python SDK. I have seen an answer suggesting that pre-fill tabs should be used only on the UI and not on the API or SDKs. Is that true? I have chosen prefill tabs because, as I see, regular tabs are associated with a specific signer, and I want all the signers to see the values that I prefill. Which option is best for my case: regular tabs or prefill tabs? If I choose regular tabs, will all the users be able to see the values I prefill or only the user associated with the tab?Thanks in advance, Alisson Porto

193

1 day ago

Amy BNewcomer

asked in eSignature

Changing the Sender's Email Address

I’m mass sending a document through Docusign, but am not a contact for the recipients nor will I be following up on the document. How can I change what email the recipient will see to another Docusign user before I transfer custody?

1144

1 day ago

rathorprNewcomer

asked in eSignature

Sign already digitally signed doc

Getting Docusign error while trying to sign doc which is already digitally signed. Unable to load the document. The document needs to be repaired and that would invalidated existing digital signatures. Please repair the document, then get it signed and uploaded again

1568

2 days ago

luciano.netoNewcomer

asked in eSignature

Download links Docusign PKI

Hello,Where can I find the Docusign PKI for Chrome/Firefox and .exe for Windows download links?I searched and found this link https://docusign.my.site.com/s/document-item?language=en_US&bundleId=yca1573855023892&topicId=ssc1607618442391.html&_LANG=enus but these are just the instructions, there is no link. Regards!

533

2 days ago

AwozniakNewcomer

asked in eSignature

No company data on invoice

Hi everyone,On the last invoice there is company information with VAT number missing.I have recently changed a card that is used for payment and I guess this could be the reason. However, nothing else has been changed, only the card number. When I go to the tab “Account Profile”, the address is there, alongside compnay name and VAT in the second row. But it does not appear on the “Plan and Billing” tab. I have opened a case but to no avail.I would appreciate help.Best regards

2 days ago

alexisdgNew Voice

asked in CLM

External Review Comment Character Limit

Hello Everyone,Does anyone know if it's possible to remove the character limit on external review comments?Any insights would be a big help. Thank you!

2 days ago

aportoNewcomer

asked in eSignature

Template with variable number of signers

Hello all, I have a template where I have defined four signers, in the following way: I want to create envelopes out of this template using the Python SDK. Sometimes, I wanna add all four signers to an envelope, but sometimes I need to only add a subset of the signers (only signer1, signer1 and signer2, and so on). I have accomplished that in the following way: signer1 = TemplateRole( # The signer email="<email>", name="Signer 1", role_name="signer_1_primary", tabs=tabs ) signer2 = TemplateRole( # The signer email="<email>", name="Signer 2", role_name="signer_2", tabs=tabs ) signer3 = TemplateRole( # The signer email="<email>", name="Signer 3", role_name="signer_3", tabs=tabs ) signer4 = TemplateRole( # The signer email="<email>", name="Signer 4", role_name="signer_4

2 days ago

Teri.MaierNew Voice

asked in eSignature

Combining a personal and work user account

One of our secretaries created a free, temporary DocuSign account. We want to get her set up as a user on our company account, so we created a user account for her. However, she used her work email address for the temporary account, so when she tries to log in, she is directed to her temporary account. Is it possible to merge them? She has one envelope in the temporary account. Ideally, we would like to move that to the company account. Thanks,Teri

344

2 days ago

UeirinNewcomer

asked in eSignature

Can DS Admin view and download all envelopes?

Hi, we are trying to assign Admin roles and need to know if DS Admin can view and download all envelopes? When we test the DS Admin role, it seems like the access does not allow us to view and download any documents / envelopes sent out and signed by our company users unless shared access is granted. If User resigns and we don’t have access to their envelopes, then the documents will be lost forever?PS: We are not using CLM.

26906

2 days ago

BrinoNewcomer

asked in eSignature

Meaning of Completed for non-signing recipient of a document

What does COMPLETED mean when it appears above a non-signing recipient’s name who has received a copy of a document?

5612

2 days ago

BaderNewcomer

asked in eSignature

Signature placment issue

Hello there, I have an issue in signature placement, as in local the signature is attached to the related field/tab as you can see in the images, but in staging env with same credential and configuration , it is not working finplease note that I already added custom document fieldsThank you for support!

162

2 days ago

Gill NorrisNewcomer

asked in eSignature

Recipient role has disappeared

When adding recipients to an envelope the “Role” field no longer appears. It was there yeaterday. I notice the role still appears in the template screen. I checked recent release notes and didnt find anything about this change. Was the system changed to remove roles? or do I need to fix something to get the field back?

132

2 days ago

CsongorNewcomer

asked in eSignature

I cannot see some "Action Requied" and "Waiting for others" documents

I am new to DocuSign and I am a bit confused. On the Home screen, I can see:- 2 Action Required- 2 Waiting for Others- 1 CompletedIf I click the first one, I can see only 1 document, not 2.If I click the second one, I can see 0 documents, not 2.If I click the third one, I can see it properly. That is, I can see only 3 out of 5. Where are the rest?

266

2 days ago

ValeCodoNewcomer

asked in eSignature

Delegation in embedded signing

Hello, I am integrating delegation into the embedded signing process using the Node.js SDK. I set the parameter 'allowReassign: true' in the envelope, and in my developer account, the setting 'Allow recipients to reassign' is enabled. However, when I generate the recipient view link with the standard interface, the 'Assign to someone else' button is not visible. In contrast, the button is visible in the non-embedded flow. Are there additional configurations required to enable the reassign button in the embedded flow? What am I doing wrong in the embedded signing process? Thanks for your support.

2 days ago

neethujkpTroubleshooter

asked in eSignature

Delegation at Admin Level

Can we enable delegation for users at the admin level?Occasionally, users go on leave without setting up delegation and may not have access to their emails to manually Reassign envelopes one by one.Is there a feature or option that allows administrators to assign a delegate on behalf of users?

2 days ago

PemshaNewcomer

asked in eSignature

Knowledge Based Verification

Where do the KBV questions come from? We have a customer that doesn’t have an email address but would like to use spouse’s email. Do the questions come from the name on the envelope or the email address used?

162

2 days ago

michmiNew Voice

asked in eSignature

Creating a Wallet after signing using QES

May I ask if there is a report which confirms that when a Recipient is signing using QES he actually created a Wallet? This when the envelope is not yet Completed. We have a case where in History it mentions creating a Wallet but need to be sure via a report.

113

2 days ago

cnemtNewcomer

asked in eSignature

Template Editing Issues

When editing templates, I choose Template in question, right click the 3 dots on the far right and choose Edit. The 1st page comes up, Name, Description, Document Upload, etc., etc. I press Next. Here, sometimes the Template Builder window opens, sometimes it doesn’t. The times it doesn’t, it goes directly to the document itself as though I’m creating/sending an envelope. This is really driving me bananas. Any ideas?

EwasNewcomer

I have paid for an order( Please see details below). I accidentally paid for two users when I wanted to pay for one. How can we correct this? I also need an invoice issued to the company and not to myself. How do I correct this? Please helpDetails of my orderDecember 2, 2024Order confirmationEwa S*******@********Account ID no: ********Docusign eSignatureStandard - Annual Subscription Billed AnnuallyUsers (€276.00 per user) 2 UsersSubtotal €552.00 Paid today €552.00 (EUR)

142

2 days ago

richarddepaulaNewcomer

asked in eSignature

personal signature problems - problemas com assinatura pessoal

Eu utilizo o docusign para assinar documentos de maneira individual, não utilizo para outros meios e desde ontem não consigo mais fazer assinaturas dos meus documentos alegando que já utilizei toda a cota.Eu não consigo suporte, apenas por aqui.Há mais de 4 anos que utilizo o sistema apenas para assinar meus documentos, alguém está com o mesmo problema? I use Docusign to sign documents individually. I don't use it for other purposes. Since yesterday, I can't sign my documents anymore, claiming that I've already used up all my quota.I can't get support, only through here.I've been using the system for over 4 years only to sign my documents. Is anyone else having the same problem?

152

2 days ago

Bharath_otNewcomer

asked in eSignature

Email Resource File to have footer

Hi all, I am looking to modify the email resource file to have additional footer in all the email sent, I copied the EnvelopeActivation_HtmlBody and EnvelopeActivation_PlainTextBody data tag from the master resource file to a custom file i created and added the footer, but the mail that comes post after placing the xml file in brand is raw format, any other change that we would need to make to send the mails in proper format

112

2 days ago

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