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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

29 days ago

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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5,741 Topics
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5741 Topics

ckispertNewcomer

Report to extract data from 1000s of envelopes.

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

2473

8 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

2994

8 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?

2202

8 months ago

JH CSONewcomer

asked in eSignature

Determining signature date

I have a PDF document that has been signed using DocuSign. It has a string of characters below the signature. How do I use those characters to determine when the document was signed (or any other info)? I believe the date on the document won’t match the date the signature was created or that the signature was forged in some way.

11135

8 months ago

DaynaSmithNewcomer

asked in eSignature

Sending 3 different forms (NDA, ICA, W9)

Hi.When I upload 3 different forms with multiple recipients (my account is not yet upgraded to bulk sending). Does this mean that each recipients will receive the form individually and signed them individually as well?I dont want the other recipients to see who else received the forms. Is it default it docusign that recipients will not see the others who received the same form?

503

8 months ago

Brent.JarnellNewcomer

asked in eSignature

Removing Envelope ID from document header

One of my team wants to remove the Envelope ID from the top of the documents we send out. I see there is an option in Sending Settings called “Enable including the Envelope ID on the document” and “Include Envelope ID by default” but for me both of them are greyed out. I have DS Admin access. How do I enable these options?

4692

8 months ago

ecueaccountNewcomer

asked in eSignature

DocuSign Retrieve Custom File Names

We are using Bulk Send to send 2,000 documents.We are using retrieve to download them all but would like the file name very specific. Below is an example:MemberServiceAgreement_Reciepient Name_SSN_Member Number_DateThe SSN, Member Number, and Date are all present on the CSV file used for the import. Is there a way to have the file named like this?

TrishNewcomer

I deleted signatures from my profile, but docusign is still trying to use the deleted signatures on documents. I don’t know how to use the only signature that is saved.

RuphamNew Voice

I have downloaded the user csv. I then edited the columns I want to update. I tried to upload the change and I am getting this error AccountId must be the first or second field in the import. If it is the second field, SiteId must be the first field. This is the exact same structure as the downloaded CSV. I have not changed the first 2 columns. The first column is SiteID (unchanged), the second column is AccountID (also unchanged) Any help on why I am getting this error?

1334

8 months ago

RoyNewcomer

asked in eSignature

eSignature automation

Hi All,I need to upload an agreement of 50 pages and 15 annexes with a total of approx 250 pages.I would like to have the initials of both parties under each (300) pages.Is it possible to upload all the documents and apply the initial of both parties at the bottom right position of all documents/pages/ in once? Otherwise I have to repeat more than 600 times the same action.Thanks for sharing your ideas (of better the solution)Best Roy

312

8 months ago

RoseFrequencyNew Voice

asked in eSignature

Drawn Signature

A user has two documents which require a “drawn signature”. I have reviewed a couple set of instructions for this, but I’m not seeing the settings within our DocuSign that mirror those instructions. Do you know if I can require only a drawn signature?

2678

8 months ago

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?

1892

8 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?

643

8 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

8 months ago

HemaNewcomer

asked in eSignature

remove my name from signer

How to remove me as signer from already signed document

232

8 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?

322

8 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.

4183

8 months ago

Tammy CNewcomer

asked in eSignature

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

793

8 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!

1043

8 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.

822

8 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

272

8 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.

463

8 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!

1642

8 months ago

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