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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

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neethujkpTroubleshooter

asked in eSignature

IDV EU Advanced with Liveness - Evidence Video

Does DocuSign provide the video of the identification process as part of Evidence? Where is video stored in the case of IDV Advanced with Liveness? For how many years this information will be stored.

4 months ago

Libro SalgadoNewcomer

asked in eSignature

Not sure how the "specify recipients" option work

Hi, I´ve a particular situation that initially was not contemplated by the company in the platform´s workflow. The situation is the next: I have an envelope that contains a contract that needs to be signed by a company’s intern and two external recipients. The issue (or at least the confusing part) here is that we do not count with these two external emails, so what we thought could be a proper solution for this was to send the envelope to our client’s contact, which is someone in the administration department for their company, but she’s not one to sign anything within that envelope, we just need this person to forward the envelope to the 2 external recipients. Though the option “specify recipients” seems to be what suits best for this situation, the platform keeps displaying an error message saying “Account does not have permission to send to Agent recipient type” and that “There was an error saving one of your recipients. Please try again.”

4 months ago

JaymieNewcomer

asked in eSignature

Change signature on a document?

How can I change the default signature within a signing document. When I select the signature, I only have the option to Resize or clear. I was not given an option to adopt a signature. The bank requires an image of signature or freehand signing on keypad. However the document is automatically coming up with a written version of my name which the bank won’t accept.I have gone into my profile and removed old signatures so only signature available is my image signature now, however when the bank resent document, again I am not given the option to adopt a signature and it keeps coming up with a written version of my name.Help.

4 months ago

AngfNewcomer

asked in eSignature

envelope or account activation not found

How can I receive again the link with the doc to sign up? Did someone have this problem before?

5 months ago

dberningerNewcomer

asked in eSignature

Reassigning envelopes by another Admin

We have three admins on our account. The other admins no longer can reassign my envelopes if I happen to be away from the office. This was allowed previous and we just realized they can no longer assign it each’s envelopes while I happened be away. I need them to be able to reassign my envelopes.

5 months ago

jmacinnisNewcomer

asked in eSignature

Request to "join your DocuSign account"

After 3 years of using Docusign, all of the sudden we are getting messages from random people across the organization that say they want to “join your DocuSign account” Does anyone know why this has started happening and how we get it to stop? Thanks

5 months ago

SimonHNewcomer

asked in eSignature

Applying a template and have it add a disclaimer document to my envelope

I have an existing template which is applied when we upload contracts to DocuSign via our contract management system. The template recognises the type of contract and places the signature blocks where they need to be.Is there a way to have that template (which is applied to a document loaded into DocuSign) attach a document to the envelope when the template is applied? For example, we want a cover letter / disclaimer to be attached to every Contract that is issued via DocuSign.

5 months ago

jmleeLCBNewcomer

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Having 21 CFR Part 11 compliant account

My company provide me with Business Pro account, which seems that it is not compliant with the part 11. What is the account plan name that is compliant with the part 11, and what is a annual fee for it. In addition, although my company’s plan is the Business Pro, can an individual upgrade the account to be compliant with the part 11?Thank you for your quick response!

5 months ago

belabelaNewcomer

asked in eSignature

Alternative signers

Hi,is it possible to define two signers as alternative signers, i.e. the envelope gets closed when one of them signs? The use case is if the document is signed by one of two authorized signatories the document becomes valid. Sometimes it is not clear who of the authorized signatories will be the one to sign it ahead of sending the doc. Thanks

5 months ago

sfernandezNewcomer

asked in eSignature

How can I tell who voided an envelope?

How can I tell who voided an envelope or how the envelope got voided?

5 months ago

RaghubirNewcomer

asked in eSignature

Docusign initiation based on due date mentioned in Excel sheet

I have contract renewal data maintained in Excel sheet and looking to automate the contract renewal process where as per due date DocuSign initiation process should automatically gets triggered for signers signature.

5 months ago

angel2024Newcomer

asked in eSignature

Checkboxes

This provides intended behavior but when I try put the checkbox trigger over French and set english unchecked it does not work the same way and hides the intended functionaliy

5 months ago

AngelaBNewcomer

asked in eSignature

Bulk List Column Formats for Custom Language and Email Settings

I’ve added a column with the language code but I’ve an error. I added:Employee:: Language https://support.docusign.com/s/document-item?language=en_US&bundleId=wtn1643071711000&topicId=ple1578456379646.html&_LANG=enus Could you please share an example?Thanks

5 months ago

MDANewcomer

asked in eSignature

Unable to pass verification with Ukrainian passport issued in Dec 2022

I’m unable to finish document signing, because ID verification is not successful.According to IDNow (the verification provider), DocuSign doesn’t accept my new passport issued in Dec 2022. And the reason is that it is somewhat new version of passport, which can not be accepted by DocuSign for verification.Could you please provide the way to sign the document.

5 months ago

CatNewcomer

asked in eSignature

Sending attachments so receiver can use in its original format

Hi, Is there a way to send a word document as an attachment and remain or be opened in that format? Along with sending documents to sign, I want the receiver to be able use attachment to copy the text to insert onto their own company letterhead as well as add in a couple of other details. Need to make it as simple as possible and can’t assume everyone has Adobe Acrobat to convert from PDF to word format.Thanks

5 months ago

Miho.AbeNewcomer

asked in eSignature

Envelop is missing

Hi,The envelop I sent to others to sign has been missing one last signature. I tried to re-send it to the last signee, but the envelop no longer comes up in ‘Waiting for others’ or anywhere else. But if I click the ‘Review Document’ button included in the DocuSign notification email titled ‘ xxxxxxx reviewed Contract XZY’, I could see the document. What could be the issue and how can I locate my missing envelope? Thank you,Miho

5 months ago

MargieNewcomer

asked in eSignature

recent envelopes not showing in inbox

One of our users cannot see any envelopes in the inbox after January of this year. I have tried the usual remedies, but those have not worked.

5 months ago

Frank vSNewcomer

asked in eSignature

Adding text to the signature

L.S.,I have added a text to a specific signature (upon the request of that signatory) after all other signatories had already signed the docusign request. When having resent the amended request, and downloading the document, the text does not appear on the document (at that moment the reipient has not yet signed the document). For that reason it is difficult to check whether the recipient indeed sees the text when opening the request. Would be great if somebody could advise whether this is indeed correct or whether I miss something

5 months ago

AdeyNewcomer

asked in eSignature

Missing

Hi everyone,This is the first time I have experienced this issue and I need your help. I completed a form for my clients to initial and sign and within the form I have filled in a lot of tick boxes and blank boxes with ‘ready only’ copy and ‘required boxes’ etc. I sent the envelope and they have received it, but in my cc copy it shows the document with none of the information that I added. So, all my work has disappeared and I can only assume my clients are seeing the same thing. Which is not great if they are. Now, when I go into the same document I sent to ‘correct’ it, all the information is still there? Is it because they haven’t signed it yet and the form isn’t fully completed that I am not seeing all the fields I added? Can anyone help resolve this for me or know what might be happening here? Many thanks, Adey.

5 months ago

Broken Logo FilesNewcomer

asked in eSignature

Broken Logo Files

I have updated our new logo files, but they appear broken in both the preview and live environments. I have confirmed that they are the exact dimensions outlined in the requirements (296 x 76 for web, 150 x 150 for email), are an acceptable file format (.png), and do not exceed the file size maximum (300KB). I’ve attempted to save as .gif and .jpg as well, but the issue persists.Attached are the files I’m using and screenshots of the previews for both signing and sending. What am I doing wrong?

5 months ago

Tree.McBeardNewcomer

asked in eSignature

Controlling Notifications - Send on Behalf

How do we control the settings for notifications for sending on behalf of someone? Like if Person A sends a document on behalf of B. Currently B is getting a barrage of notifications that he’d rather not get.

5 months ago

TolleyNewcomer

asked in eSignature

Sending envelopes

I have paid to send 5 envelopes a month, does anyone know whether the DocuSign months are from the 1st of the month until the end, or from the date you paid from i.e. the 12th?Also, if I upgrade, are the previous plan costs taken into consideration, or is it as if I am a brand new client?Any support would be most grateful.Many thanks Rob Tolley

5 months ago

ckispertNewcomer

asked in eSignature

Report to extract data from 1000s of envelopes.

Have 1000s of envelopes, need to extract all that data into a spreadsheet.

5 months ago

KatrinNewcomer

asked in eSignature

Prevent mail forwarding and signing by unauthorised persons

Dear DocuSign community,we have noticed the following point, which could lead to forgery of the signature: If a signatory does not open the document, but only forwards the mail itself to a person who is not stored as a signatory in the entire workflow, this recipient can open the document and sign on behalf of the person originally stored. How can this be prevented? In our opinion, this is not possible by adding a code, as this code is contained in the mail that is forwarded.Creating the highest security level when sending would be too much effort for what is in this case a simple signature process.Thank you very much in adcanve for your reply!Katrin

5 months ago

JIsenhourNewcomer

asked in eSignature

Initial Field Options

We are sending estimates to clients and there are options where the customer will initial to accept or decline an option. We added two initial labels and made them not required but we can have customers sign both if they are confused. TLDR; Is there a way to set up the initial field like a radio button?

5 months ago

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