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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

  • 7,309 Topics
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7309 Topics
L
Newcomer
Lynn CNewcomer
asked in eSignature
Holding in escrow

I have one document (confidentiality document) that needs to be signed by individual employees but then countersigned by one manager. How do I hold all documents until they are signed by the first group to release at once to the last signatory so they can sign all at once. Otherwise they get a full “in box” with all the individual documents. 

5195
A
Community Moderator
A
Newcomer
Alan CarvalhoNewcomer
asked in eSignature
Modify envelope id position

In the documents I'm generating, the envelope ID is above other important data. Is there a way to change the position of this ID? If so, how do I configure this?

4015
A
Community Moderator
J
Newcomer
justydogNewcomer
asked in eSignature
Signature file converts on its own after signing

I signed a document created in Word with DocuSign, but the signed document is converted to a PDF file on its own.How can I make the signed document as a Word file?

243
A
Community Moderator
T
Newcomer
ToddHNewcomer
asked in eSignature
Can DocuSign send a notification if a form sits for more than 24 hours?

We sometimes have forms where the originator incorrectly, but unknowingly, mistypes the email address of one of the later signers. Can DocuSign send a notification to the last person who signed, or to the originator of the form, if the form sits for a specified amount of time? This would help us to cue the original submitter of the form to go back in and correct the mistyped email address(es). Otherwise, we have forms sitting in cyberspace and not getting processed in a timely manner.Thanks for any tips/insights for this fairly new DocuSign user!

322
A
Community Moderator
D
Newcomer
DarleneNewcomer
asked in eSignature
Signature of documents

I have an unusual situation, I am sending contracts to a client, their new legal team, needs to me to sign off as the final signer so they actually added me to the document.  Everyone has signed off, but in my dashboard, the file is still showing as open, but it isn’t.  How do I close the file and show the document has been completed.  What is happening after their legal team makes the change the final doc is going to them and they are sending to me, so my file isn’t showing as completed (but it is) sorry to be so confusing

389
C
Community Moderator
mshealy
Digital Collaborator
mshealyDigital Collaborator
asked in CLM
Send for external review email

I have attached the email that was received when I sent something for external review.  I have looked at the resources files to see if I can change any of this text because I don’t want all of this in the email, so I need to modify it.  Where would I do that?   

331
SpencerEllsworth
New Voice
mshealy
Digital Collaborator
mshealyDigital Collaborator
asked in CLM
CLM email response

We are limited to the number of CLM licenses that we have and can’t have the submitter to complete human steps that require licenses so i am sending an email to the customer from the approver if we need changes.  The customer would need to respond with the changes they want.  Can the response be included in the workflow so that its not outside of workflow?

281
SpencerEllsworth
New Voice
B
Newcomer
BOrangisNewcomer
asked in CLM
Notifications and Reminders

Many of our documents (typically leases) have multiple actions required throughout the duration of the lease. For example, environmental assessments are required every three years on specific dates or insurance renewals are required.How do we Set up reminders that these deadlines are approaching?  Set up the ability to confirm the action is complete? 

652
SpencerEllsworth
New Voice
M
Newcomer
msoria333Newcomer
asked in CLM
SpringCM vs. CLM

We recently converted from SpringCM to Docusign CLM and I am not sure of the difference between these two products.  The layout is essentially the same, so what does CLM do that SpringCM didn’t or couldn’t do?

4212
SpencerEllsworth
New Voice
A
Newcomer
ArudowNewcomer
asked in eSignature
"User is not the owner of the lock. Envelope is locked by another user or in another application" message when trying to send an envelope. How can I fix this?

I am trying to send an envelope and received this message:How do I fix this except contacting the original sender? Thank you!

9393
M
New Voice
N
Newcomer
NadineNewcomer
asked in eSignature
How to add page numbers to uploaded word templates?

Hi, we do have several templates uploaded to Docusign e-Signature (and we will also start using CLM) and want to have the page number (Page X of Y) on each side of the document. Is there any other way than adding it manually to the word before uploading it to Docusign? Thanks,Nadine

3469
C
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can you change an envelope's status from "On Hold"?

Hi, I'm having an issue with several envelopes one of my organizational users sent within the last few days. In DocuSign, the envelopes' statues are listed as "On Hold" and I'm unable to move them forward in the workflow. I haven't encounter this before and would like to avoid having to resend the envelopes again.

59211
A
Newcomer
E
Newcomer
Elina TNewcomer
asked in Web Forms
Web Form, how to add a template field

Hello!We have built order forms based on different templates. If we change the original word/pdf-document for example want to add totally new question in it. Do we need to built web Form all over again?We can copy the template and replace the original document,  and the start the Create Order Form building from the start. This is how we do it now.Is it possible somehow to do this all in the Web Form-Edit Form and in the template actions there is in the web Form.  “Edit template fields” or in the “View template actions”.  To some point we have been able create ne field in the Web Form, but when trying to activate we get error API reference name.Thank you for your help if somebody understood my problem:)  

562
A
Community Moderator
E
Newcomer
ElizabethBrownNewcomer
asked in eSignature
Export to an Excel Sheet

I want to export one page of a docusign document into an excel sheet. The PDF has check boxes so I want to see who checked what box. Is that possible? 

3082
A
Community Moderator
A
Conversation Starter
alexisdgConversation Starter
asked in CLM
Document name issue after signature

Hello everyone, Does anyone know how to fix this filename issue? In the workflow, I moved a document that was manually uploaded to CLM into a specific folder and included it in the signable documents for the send-for-signature step. The issue is that after the recipient signs the document and it's converted to PDF, the signer receives a copy with the ".docx" extension in the filename. This problem only occurs with manually uploaded documents in CLM, not with documents generated by CLM. Does anyone know how to remove the ".docx" extension after the document is converted to PDF? Thank you in advance! 

2776
A
Conversation Starter
C
Newcomer
CathrinNewcomer
asked in eSignature
How to save recipient set up and messaging for non-template envelopes

I will need to create 50 unique envelopes that will have a signing order of at minimum 4 signers, usually 5. While the first 2 to 3 signers will change for every envelope, the last two signers will remain constant. The email messages to all signers will remain the same for all 50 envelopes. How can I save the recipient set up (signing order, emails, etc.) and messages so that I do not have to copy and paste all of this 50 times? I do not think I can use a template, because the actual documents in the envelope are unique, pre-populated agreements. Please help!

732
C
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
When using Web Form, how customer can get copy of the final document?

Also is it possibly to edit the email view-title for one powerform/template so that in the last email after all participants have signed there would the final email that would read something like, “Your oder is now approved”“Thank you for your order!” or “Your order is now approved” 

9264
H
Newcomer
N
Newcomer
njsnowboarderNewcomer
asked in eSignature
cant upgrade to api plan no purchase api plans tab when im logged in

It seems like the most basic thing here but i cant order an API plan.  I am currently oneSignatureStandard An i want to upgrade to an API plan.  I am attaching a screenshots here, it doesnt present an option to order an API plan?  How do i upgrade to an API plan?   2 screenshots are here. The first one is “logged out” the 2nd one is “logged in”     Can someone please help? 

616
A
Community Moderator
S
Newcomer
soyoun shinNewcomer
asked in eSignature
How can I change email for the verification code?

Hello, I'm Soyoun S. from Alois Ventures. Our account had changed from Eunice to Miju.And it's already changed to Miju's account, but I can't access it due to the below error. Maybe it's a login security issue.We already informed you that our person in charge will be changed. So your team changed our login email to Miju’s account, but email for verification code wasn’t changed. The email address we can get the code is set as an Eunice's. We can't access Eunice's email because she already resigned. So I can't login and also can't toggle off the login security. Miju can access the ID, and can use the docusign, but she can’t change the email for the verification code. So, could you please change the email address for verification code to [  ] ? We sent you an email on last Wednesday, but can’t get the answer. If you have any questions, please let me know. Best regards,Soyoun (Email removed due to personal information)

2232
A
Community Moderator
S
New Voice
singhanubhavNew Voice
asked in eSignature
Templates from Demo account to Docusign production account

i have created custom integration b/w Docusign-Salesforce for Esignature, now i have my templates in demo account, how shall i get them in Prod? Please tell!!

5302
A
Community Moderator
J
Newcomer
jheckNewcomer
asked in eSignature
Limiting the Number of Checkbox Selections on a Template

I would like to limit the number of checkbox selections in a section of a document that is part of a template. Is there a way to do this? 

512
A
Community Moderator
J
Newcomer
jsmoutsrpNewcomer
asked in eSignature
Using Two Separate Docusign Accounts To Execute An Agreement

The signing process for our agreements initiates through our Docusign eSignature account.  The customer signs first, then it is routed to us for our signature.  However, we have a high-profile customer that refuses to use that process.  They want us to send them a PDF version of the agreement and they route it through their Docusign account with us signing first.  Is there a way we can route it through our Docusign eSignature account internally first then send them the signed version without locking it up?

906
A
Community Moderator
J
Newcomer
Julie PNewcomer
asked in eSignature
How to copy a template in test to production

I created a new template in test.  It’s been tested and is ready to be copied to our production environment.  I can’t find any instructions on how to do this.  I’m hoping someone can point me in the right direction.  Thank you!

1706
A
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is anyone else having issues with Envelopes not being sent to recipients?

I've sent the same envelope several times to the proper recipients (yes, their emails are correct) and it shows from my end that the envelope is sent, however, the recipients say they have received nothing and I also am not receiving the copy I set for myself to receive. Anyone experiencing the same issue?

23410
B
Newcomer
C
Newcomer
Christie.KNewcomer
asked in eSignature
Add a signed cover sheet/ Manager signatures

Hi Team, I would like to know if it is possible to add a signed cover sheet to contracts in order to prevent our CEO/HR manager from repeatedly adding there signatures to all the contracts we receive?Thanks for your support,KR

2358
C
Community Moderator

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