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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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5487 Topics

1SPMNewcomer

asked in eSignature

Required fields missing from completed DocuSign PDF

I see a few other questions similar to this one: how is it possible for a PDF of a completed DocuSign to be completely missing fields that were required? The fields were in place, with the appropriate data, when the packet was signed by each party, but they’re missing from the “completed” file. I need a completed document with those fields - is it possible to “recover” that, or is the incorrect document downloadable from my Inbox the only version available?

1622

6 months ago

MaartjeNewcomer

asked in eSignature

Delegate to multiple people

Is it possible to delegate the document to multiple people for signature?As an example; This is a tripartite agreement.I will send the agreement to Henk. Henk knows which three parties have to sign and I don't.Can Henk then forward it to person A, B and C?

563

6 months ago

Katelijne DedeurwaerderNewcomer

asked in eSignature

How can I indicate that there are 2 people allowed to sign at a certain level, one of them action as a back-up ?

I am new here and trying to find out how I as an Administrator I can make sure that the 2 people who need to sign a timesheet (the N+1 and the N+1 of the N+1) each have a back-up who can sign when absent, and this without the 2 people being notified ?

222

6 months ago

HemaNewcomer

asked in eSignature

remove my name from signer

How to remove me as signer from already signed document

222

6 months ago

Pradeep_AletiNewcomer

asked in eSignature

Aligment issues

We are facing alignment issues, the Word document that we are uploading is getting disoriented. For Eg: We have segregated our agreements into different sections when uploading the segregated sections are getting messes up.

sman99Newcomer

I have a DocuSign fill in form and single envelope where the target recipient company will have one Recipient complete the form and another different Recipient sign the form. I have no idea if the completing Recipient has a DocuSign account. Is that required in all circumstances when needed one of the recipients to be allowed to edit/complete the form but not sign?

292

6 months ago

Community UserLegacy User

asked in eSignature

Hi How do I delete or change the names and email addresses saved default at the recipients section.

3273

6 months ago

Tammy CNewcomer

asked in eSignature

How to add more information to the subject line after you have sent it recipients?

703

6 months ago

DeborrahCNewcomer

asked in eSignature

Automating approval blocks

My peers and I are responsible for processing more than 200 different invoices every month; we’ve finally started using Docusign for it. I think I figured out how to set up the routing template as it’s the same for all the documents. What i need help figuring out is how to insert the text APPROVED FOR PAYMENT, along with two initial approval blocks with the DATE SIGNED underneath.For each of us, we will be the first approver, and our assigned Financial Specialist the second. EVERY. SINGLE. MONTH. Having to do that manually for each invoice is killing us .I’m sure there must be a way to “save” this signature block as a template and use it for each of the different invoices but we are so new to this process none of us has a clue.HELP!

893

6 months ago

Obed247Newcomer

asked in eSignature

Reports - Shared access

What permissions does shared Access grant a user access to the shared account's reports? In other words, people who use a shared account will want to see its reports.

642

6 months ago

LorraineNewcomer

asked in eSignature

"Send from mobile app" instructions don't match the app

I have just downloaded the mobile app. I want to create a folder to include several templates to send to clients for signatures. Here are the directions for “Send from a Mobile Device” along with the problem I’m having. Please advise. I appreciate your help. 1Tap the + icon to start an envelope. 2 Add Document(s) from the source of your choosing (such as a scan, email, cloud storage, or others). Or search for and use a saved template for agreements you send regularly. Tap Next. I do not have an “Add Document(s)” option, only “Request Signatures” or “Sign Document”. 3 Add Recipient(s), choosing from Me, Only Others, or Me + Others. Select the recipient's role (Needs to Sign (default), In-Person Signer, or Receives a Copy), and add the recipient's name and email address. Tap Save. Repeat to add additional recipients. Tap Next. 4 Add Fields by selecting and dragging them directly to your document, using each signer's unique color. Or, use auto-tagging if prompted. Tap Next. 5

262

6 months ago

Sarah.Dayton.OneillNewcomer

asked in eSignature

Removing ' request a copy'

Hi all, I just have a quick question - I have a template that requires the in-person signature for two parties to complete a certain associated process. Once each party has completed their relevant section, they are prompted with a ‘Request a copy’ box where they can enter an email account. Can this step be removed as I do not want the form sent to any external email accounts? The template is already pre-filled with the permitted email accounts. I have looked through the settings and can not see an option related to this? Thankyou!

vewielosNewcomer

I have recently Bulk Sent multiple envelopes to hundreds of clients. Despite my best efforts to comb through the lists, a large number of them have unintentionally received duplicate signature requests. They have completed one envelope, but are receiving reminders to complete the duplicates. It would be incredibly helpful for me to find and void the duplicates if I could sort the Sent folder by Subject. However, there does not appear to be a way to change the way the list is sorted, only the option to search. I am dealing with nearly 700 individuals, so having to search for each name one at a time is not feasible. It is also not feasible to wait for each of them to reach out and complain about the duplicates before I can then search for their name and void them out. It would also be incredibly helpful if I could select multiple messages and void them all at once, but again, that does not appear to be an option.

403

6 months ago

mwheelerNewcomer

asked in eSignature

Reassign to multiple signers?

I need to send a document and I was asked to send it to Person A (who will not be signing) but give them the ability to reassign it to Persons B & C, who both need to sign.This isn’t something I’ve tried before, so I don’t know if it is even possible… Help!

JorgeBNewcomer

I want to add a link to a document to multiple unrelated recipients, ideally they click on the link and get redirected to my DocuSign template where they can fill out and sign. Is that possible?

DawnleemNewcomer

Is there a way to insert multiple initials in different areas on a document without having to click on the INITIAL tab on the left hand side each time?

tammiedavisNewcomer

How do i set up 2 step verification

512

6 months ago

s klughartNewcomer

asked in eSignature

sender of docuSign Envelope

how can I view docusign envelopes that I have sent to clients that I have deleted or voided? I am the sender of the envelopes and not the receiver.

Mr G.L.HopeNewcomer

Our company is new to DocuSign and we want to put our company application on DocuSign. How do you successfully put auto filler so that the applicant can complete the application.

172

6 months ago

tcangasNewcomer

asked in eSignature

Electronic Record and Signature Disclosure

Our docusigns are coming back without the ERDS as shown below but when I check our settings they are set to obtain ERDS. I can’t figure out why they’re not coming back correctly and would appreciate any insight on this. Our settings:

852

6 months ago

Jannik SchröderNewcomer

asked in eSignature

user and brand-ID

Hello together,could someone tell me, where i can find the user and brand-ID??Thanks for your support!

1672

6 months ago

codyNewcomer

asked in eSignature

Download PDF of template with completed fields

I’ve created a template in DocuSign with multiple fields and data labels, to utilize the ability to export the data as a CSV file once completed. Is it possible to download a PDF of the template once the fields have been filled in?The use case would be to send a PDF copy of the template to a customer for review before sending it for signature.

1274

6 months ago

John ClerkenwellNewcomer

asked in eSignature

Users with Restricted Access

Hi all, I work for a production company and we use Docusign for contracts and other confidential documents. The Production Coordinator of one of our shows (freelance, so not a permanent employee of the company) has asked if she can use our account. We have a spare seat so we could add her easily, but I’m concerned that this would allow others to access all the documents in our library. Does anyone know if it is possible to add a user to an account, setting it up so that that user will see only their own documents etc Many thanks, John

602

6 months ago

Community UserLegacy User

asked in eSignature

I need to change the signature template used in DocuSign - need the signature to be exactly the same graphics like in another hard copy signature document. Please update me what are the steps in order to change the signature template

602

6 months ago

newton76Newcomer

asked in eSignature

How to have the signer choose an additional optional sender

I’m trying to make a template where I send the envelope to the client, and sometimes the client needs an additional contractor/client/boss to sign the document as well. I do not know who the extra contractor would be. Ideally, the client could optionally click a checkbox and then specify who to further send the document to (and the contractor would fill out their section) before returning it to me. If the checkbox is unchecked then the document would return to me like normal (with the contractor’s area blank). The main challenge I’m currently facing is that I don’t know who the optional contractor is. Is this idea/flow possible?

1182

6 months ago

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