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

1 month ago

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Core Capabilities

Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5483 Topics

BrendaNewcomer

asked in eSignature

Undo voiding a document

I accidentally voided the wrong document. How can I undo that?

KManciniNew Voice

Hello, While a document is circulating for approval/signature and I have someone mid circulation that has been assigned as getting a copy, does the circulation stop until the person opens a email, maybe they don’t get an email, or does it continue on to the next approver. i.e. if there’s 10 people, the person on copy is #5 in the list, once #4 approves, does it stop at #5 until they open the email or does it carry on? Thanks

382

7 months ago

cmindersNewcomer

asked in eSignature

Document Purge - Signee access

If we enable document retention would the signee still have access to download the documents from their end after the purge cycle is complete?

132

7 months ago

Kerlan InformatiqueNewcomer

asked in eSignature

Is it possible to fill in word document with json file ?

Hey,Is it possible to fill in word document with json file ?Thanks in advance

CCO MedicalNew Voice

I attempted to enable the Document Visibility feature for my PowerForm Template. Signer 1 has signature fields on pages 1 & 2 and is able to see everything. Signer 2 only has a signature field on page 1 and should not be able to see page 2. This works properly when I preview my envelope but when I do a live test, Signer 2 is able to see everything. I am not sure what I could be doing wrong, any thoughts?

1008

7 months ago

khoangNewcomer

asked in eSignature

Business Pro Account - Upload/attachment function does not show

Hello! I have a Business Pro Account and I do not see the option to give the signer the ability to upload a document. I have checked my settings and all the appropriate boxes are checked, that allow signers to upload multiple attachments. Can someone help?

281

7 months ago

NGIF-Capital-CorpNewcomer

asked in eSignature

DocuSign Questions

Hi DocuSign team, Would you be able to help me with answering the questions below?What are your costs for a single signature transaction. What is considered a transaction in DocuSign? Is it maybe that for every one document that is signed (regardless of how many individuals are signing it), exactly one transaction takes place. Or is it that the number of transactions is the same as number of people signing (regardless of how many documents are involved), or is it something else? Is there a minimum number of transactions which an organization that purchases a DocuSign membership must commit for a year? Can this number change as the year goes on?In our organization, we would need to execute signatures via another software. This software requires that integrator Key and Secret Key are provided for the application which executes e-signatures. From my understanding, this is offered in DocuSign, but Admin access in DocuSign would need to be provided for it. Would these keys be offered with a

7511

7 months ago

Student ProgramsNewcomer

asked in eSignature

Varying "Retention Policy" by Template

Am I able to set a retention policy per each individual template, specific to that template? Say for example, I would like to retain every instance of the use of Template A for 1 year, but I want to only keep completed instances of Template B for 2 months - can I set each with their own retention policy? OR is the retention policy applied account-wide to all templates/envelopes/documents? Thanks!

201

7 months ago

cmindersNewcomer

asked in eSignature

Retention not back dated

We have had docusign for many years and would like to enable document retention. However we want to do this moving forward only to prevent our clients from getting potentially hundreds of emails. Why is there no option to use document retention moving forward and not back date it? Second part of the question is if we enable document retention does that mean the signee will only have access to those documents for the set period of time as well?

222

7 months ago

SAG3Newcomer

asked in eSignature

New Signature not applying to the document

Hi,I am trying to sign a document and only my first name is appearing instead of the my full signature. I am also not receiving the option to add a custom signature when I am at the signing portion of the document. I would greatly appreciate the help.

232

7 months ago

Mkb112Newcomer

asked in eSignature

email that verify a new device is sent to

Is there a way to change the email that the "verify new device email” is sent to. I'd like to keep my account email the same but change that email to a different one. Thanks

7 months ago

Rachael LawranceNewcomer

asked in eSignature

Envelope not received after being Signed.

We have a document that has 3 signatures. Signature 1 was completed and Signature 2 received their notification to sign. Signature 2 was completed but Signature 3 has not received notification to sign. We can see on our system that Signature 1 and 2 is complete and we are waiting on Signature 3. As a business we don't want to have to go the the client to ask them to complete again so is there something we can do our end as administrators to ensure Signature 3 gets their notification to sign?

322

7 months ago

ascottsonNewcomer

asked in eSignature

Adding mailing addresses to contacts in address book

I want to add physical addresses to my mailing list as it’s annoying to retype every single address as I write up offers. How do I add this?

7 months ago

li ZhengNewcomer

asked in eSignature

Miss Signature Summary Page

One of the docu-signed documents missing signature summary, where do I look for the signature summary page? Thank you.

242

7 months ago

serodgersNewcomer

asked in eSignature

eSignature Adjacent Field for Automatic Numbering

Do eSignature templates allow the creation of a one-up or automatically increasing number each time a PowerForm/Template is created? Ideally, we want to have a means of tracking documents with a smaller identifier than the envelope ID. Appreciate any insight!

391

7 months ago

Munish vedaNew Voice

asked in eSignature

Document retention policy

Hello team, How to set-up the document retention policy for the particular group?

877

7 months ago

RobLawNewcomer

asked in eSignature

Difficulty uploading docs to sign.

The files I am seeking to access to upload documents to sign are not responding when I click them. Any ideas whats going on?

7 months ago

SatyendraNewcomer

asked in eSignature

OAuth URL

Hi All,Can you please let me know from where can I get the details for “OAuth URL”; to show the Demo to the client regarding the esignature suing Docusign, as it is one of the ask for completing the setups in the Oracle Fusion Procurement Cloud. Regards,Satyendra

1918

7 months ago

Community UserLegacy User

asked in eSignature

I am a real estate professional and new to DocuSign.

I am a real estate professional and new to DocuSign. How to set all to get my sign auto and my client through email.thanks

272

7 months ago

REALTOR DAWNNewcomer

asked in eSignature

DIFFICULTY SENDING A DOWNLOADED DOCUMENT

i downloaded a pdf document and put in the signers, but it wont give me any option to send. when i click on ‘prepare document for signing’ it says it is unable to send this document. i have done this many times before but for some reason it wont. i will when i send it thru zipforms but not when i upload a document. help.

eschmidtNewcomer

I was invited to a room by the agent to access documents signed by the buyers, but I'm not able to access any information in the room. I have tried my login information each time it asks me to sign in, but after I submit my password, it just refreshes and starts the login process over. I cleared my cache and that still didn’t seem to help. The agent has tried to resend the invite, but it is still the same issue.

ricauri1Newcomer

I need to find an Envelope from about a year and a half ago. Is there a way to search for this?

242

7 months ago

TianaMNewcomer

asked in eSignature

Signed documents before I had an account, how to add them to new account.

Hi,I have recently signed a heap of documents for building a house through DocuSign.The bank needs the digital certificates and said I should be able to log into my DocuSign account and download them.I had not created an account prior to signing any documents, so when I created an account with the same email address, there is nothing in the history or completed sections.I do not have the original emails from DocuSign,Can they be added without having to ask the builder to resend them all.Thanks,Tiana.

2512

7 months ago

Hawki76Newcomer

asked in eSignature

Signature Field not working

Send document to request signature, website will not allow me to add signature fields to document. Mouse symbol turns into stop symbol (red circle with red line through it) Cleared cache and history in firefox browser, no luck Any suggestions?

632

7 months ago

RonPickNewcomer

asked in eSignature

Access to signed documents

I e-signed two documents to send to Capital Communications Federal Credit Union. I did not save copies for myself...can I access them without a paying fees? Ron Pick

282

7 months ago

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