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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5,745 Topics
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5745 Topics

opaulingNewcomer

Is there a way to download files without them going into a zipped folder?

4082

8 months ago

StewartNewcomer

asked in CLM

Reduce seats & downgrade

Hi All,I am trying to reduce my seats from 2 down to 1, and also wanting to downgrade from Business Pro to Standard.However, it seems the system only allows one or the other, not both? Is this correct or is there another way to do both?Thanks.

722

8 months ago

TsugumiNewcomer

asked in eSignature

The signer didn't receive email notification from Docusign

We sent the document to the signer several times but the signer didn’t receive the email from Docusign.They checked junk and spam folders. What are the potential reasons?

ksemplinNewcomer

I downloaded 3 DocuSign and got a WinRar purchase offer...only prob is it is only for Windows 11 and I have Windows 10 Pro. I can’t find support to ask how to open my downloads without WinRar that won’t work on my Windows 10 Pro. Does anyone have a suggestion?

303

8 months ago

Community UserLegacy User

asked in CLM

Is there any way of adding multiple options dropdowns into a Form? I am trying to add them the same way I created the cascade section for the Attribute group, however I can only select 1 of the options. Many thanks.

1414

8 months ago

Samuel VelascoNewcomer

asked in CLM

Filter out deleted users when using the "Initiated By" filter in Reports

Hi all,I am issuing a report to gain visibility over who initiated a Workflow. However, it is showing me Workflows initiated by deleted users. When I try to filter them out using the "Initiated By" filter, their names do not appear as they have been removed from CLM.Is there any way to avoid these deleted users from appearing in my reports?Many thanks in advance!

783

8 months ago

Ankit VermaNewcomer

asked in CLM

"How to Create DocuSign CLM Account"

I have installed the DocuSign CLM in salesforce org from App exchange. And I want to Connect DocuSign CLM account to the Salesforce Account. How to create CLM account. Please give any CLM link to create Account. I’m unable DocuSign CLM configured my salesforce account. How to setup CLM and create a DocuSign CLM account.

wilbertNewcomer

I created folders and moved the envelopes in there. I want to shield some folders from some users. How do I do that?

Jane SmithNewcomer

Hi! Help me understand if the second party who has been sent a document to sign can make edits to it in a "Suggesting" mode like google docs, not only leave comments. Is there such a feature in DocuSign?Thanks in advance!

605

8 months ago

JordanMatthewNewcomer

asked in CLM

Envelope Limit - Start and End Dates

I just opened a personal account and am using DocuSign for the first time. I have a limit of 5 envelopes that I can send each month. Would anyone be able to tell me if this limit applies from the day I signed up? Or is it simply monthly, as in the 1st and last day of each month?For example, if I signed up on 3/29 and sent 3 envelopes before 3/31, do I get another 5 envelopes as of 4/1? Or do I only have 5 envelopes from 3/29 - 4/29?Any insight or assistance is appreciated. Happy holiday to all who celebrate! Best, Jordan

1592

8 months ago

jafisherNewcomer

asked in CLM

Getting Updates from CLM Document

Hello, Im newer when it comes to CLM and Im having an issue with getting updated information from the Document that is getting updated by end users. How everything is setup:Form is completed by a user in Salesforce which we pass in field values that then merge into our CLM Document The new Document triggers the workflow to kickoff. Then we update Salesforce based on the document and the changes. We want to track changes made in the document with fields that we merged from salesforce. The issue:I have successful been able to update salesforce with hard coded data but when I try to pull the values from Params.TemplateFieldData.FieldName its not showing the updated value from the document its showing what was first passed into the Form at the start of the process. Any help would be much appreciated!

1968

8 months ago

AJSNewcomer

asked in eSignature

SSO & Interactive login - redirect default document target

Hello.I have an interactive login (username and password) and now an SSO login; both using the same email address. When I sign a document, it lands in my interactive account after signing but I would like it to land in my SSO account going forward.How do I make this happen?Thanks for any advice.PS: I have read the other threads that talk about the fact that I can’t merge the accounts; I am just looking for them to land in the SSO account going forward.

DarcyraeNewcomer

I’ve started a monthly subscription, but it isn’t allowing me to start and sign. Does anyone have any ideas? Thanks in advance.

122

8 months ago

DotNewcomer

asked in eSignature

Moving Account to Non-Profit

We are a school that was using Docusign for only two users. I’ve discovered that there is an option for non-profit pricing that can save us some money since we need to add additional users as we grow. I understand in order for me to make the switch, I will need to cancel my current account and create a new one. I do not want to lose the data we currently hold in our accounts so what would be the best way to backup all the data/documents we currently have? OR is it possible to just transfer all the information to the new account? Additionally, can I use the same email address for this new account?

3972

8 months ago

barbaralawsonNewcomer

asked in eSignature

How can I unvoid a document

How can I unvoid a document that voided due to expiration? It was signed by 2 of the 3 signers.

3892

8 months ago

KatrinNewcomer

asked in eSignature

Show all participants names of all signers

Dear Community,In our company, the question arose as to whether it is possible to show all participants in a workflow which people are signing the document in total. As a downstream signer, you can see the signatures that have already been made, but the participants would like to know who will sign AFTER them. This can certainly be intercepted by storing the names in the document itself, but I would be interested to know if there is a corresponding setting in DocuSign?Many thanks in advance for your answers and best regards,Katrin

ReggieNewcomer

Sent a document for signature and my recipients are concerned as to why the email notification has a banner stating “Caution: This email came from an external source. Please do not click on links or open attachments from senders you do not trust.”

zhangjNewcomer

Hi, I am new to DocuSign. Where to find existing template for us to start and modify?

162

8 months ago

NondvNewcomer

asked in eSignature

Multiple emails in a personal account

Hi!I use different email addresses which means that some people send documents for me to sign to the alternative email and the documents do not appear in my history Is there a way for me to link a second email to my account?

2064

8 months ago

Sergio SalvadorNewcomer

asked in eSignature

Two accounts with the same email- Delete one

Hi!There is a second account with the same email address, one of which is receiving some envelopes and the other is not.If I delete one account, is the other one going to receive all the envelopes sent to the email addresses?Thanks in advance

1463

8 months ago

Wei McCallumNewcomer

asked in eSignature

Why I could see the documents in my cell phone but not in my laptop?

Why I could see the documents in my cell phone but not in my laptop?I could see on my laptop has one document for waiting for action but open the folder there is none there?

1084

8 months ago

AnnickNewcomer

asked in eSignature

I don't have the 'Get Link’ Option ..

dear all,I don’t have the ‘Get Link’ option in the menu ‘more’. How can I get it there?Thanks,

485

8 months ago

oakey24Newcomer

asked in eSignature

Docusign is telling me ive reached by envelope limit but I havent?

I have signed up for the docusign personal account and therefore have 5 envelopes to use each month.My plan start date was 19/3/24 and since then ive used envelopes on 20/3/24, 27/3/24, 28/3/24 and 10/4/24 = 4 in total but docusign is now telling me that ive reached by envelope limit.. does anyone know why that might be?

3182

8 months ago

ksickingerNewcomer

asked in eSignature

Cannot login to docusign support to open a new ticket

When i go to https://support.docusign.com/s/contactSupport?language=en_US and click on Open a Support Case, and then select eSignature, I login with my account info but am then brought to a screen that says “Unable to log in.If this is your first login attempt after purchasing a DocuSign plan, allow 15 minutes for account creation before accessing your account.For all other log in scenarios, contact DocuSign Support for assistance.” My account is not new. My account was created in 2016. This happens on every browser i try. In a private browsing window, too. Can someone assist me with being able to open a support ticket, please??

1412

8 months ago

Community UserLegacy User

asked in eSignature

When receiving emails notifications that a document has been signed is there any way to CC another email address, so they receive the notification as well that the document has been signed?

782

8 months ago

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