Core Capabilities

Hi I've been sent several documents to sign recently and I dont recognize any of the questions, I answer correctly that none apply and then I'm unable to sign.  This is a recent development.

I had sent document for signing on 26th Aug 7:00pm and received the auto-reminder mail in 17 hours the next day i.e on 27th Aug. This conclude that the reminders are not sent exactly after 24 hours?

Hi,I have a rental application that has some pages that only have space for one signature. but if i have multiple tenants who need to sign a duplicate of the same page I cannot find an easy way to add a copy of that page and assign it to the second tenant. is there a way to do this?

When using a PowerForm to initiate an envelope, if the PowerForm initiator (signer 1) clicks “Begin Signing” and is in the Signing Ceremony screen, is there a timeout if the signer does not complete the signing ceremony within a certain period of time?  If so, what is that timeframe and is it configurable? If it is, what setting needs to be changed?Thank you. 

I work at a unversity and one of the uses of DocuSign is sending student installment request forms or refund request forms. It would be great if the counterparty can initiate the form instead of us sending them out upon request.

I am trying to figure out how i can get a CSV file updated.  I have an http client step in my workflow to get some information and i would like to be able to put that info that was returned in the step, into a csv.  I haven’t been able to find out were to do that within clm workflow.

Hi everyone, when executing a CLM Document report the “Add Filters” screen does not show all columns (attributes) that have been configured to display in the report. Example: I can select “Add Filters” and have the option to apply filters on Document Name, Created Date, Status, Amount. However, I also have other attributes included that are not appearing in the “Add Filters” screen. The attribute I am missing is customized and configured as “Users and Groups”. Is there a limitation in CLM reporting to display specific attribute types in the “Add Filters” screen or is there additional configuration required?

The last person to sign the document receives “Can’t reach this page eu.docusign.net. took too long to respond” Therefore, he cannot sign the document. Before him there were four other people to sign and/or reviews the document with no issues. How can I resolve this issue? Your prompt response will be much appreciated. Thanks, and regards

I signed my w-9 form and sent it to the company however the company tells me I need to fill in more questions. How can I do this on the form I signed without asking the company to send me a new form. I retrieved the w-9 that I  signed  but I just need to complete filling it out?  I need help to know how I can do this

I am trying to find a file that was sign about 8 ago and I can’ scroll down past what is currently on the page. I am using Chrome and a Macbook Pro

How do you get a live agent to chat with?

Where can I find a library of existing NDA or Intellectual Property agreements templates?

Our team manages a very long DocuSign Contact List.  There’s no “next page” button to help page the full contact list and the full list is not displayed.  Are there options for this?  Also the team would like to export the full contact list for cleanup.  Any options for this?

If I remove a user, do any envelopes, documents or folders originating from this user get deleted from our account?

Hi All,I am trying to figure how is the Effective Date of a contract calculated by CLM.This data is not an attribute (it does not appear in the Attribute Mapping csv file) but appears in the “Agreement Details” you see on the top left of your screen when you click on the Atrributes button.I looked at the workflows and did not see any information on how this date is calculated.The issue we have is that this date is systematically put as the signature date, while we have contracts applying retroactively. So I want to be able to change this rule and have the effective date being the real effective date and not the signature date when need be, but I can’t find where to change it!Thanks for your help! 

Is there a way to make two fields either/or? The example we use most often is a text box where people can put in the name/organization that they want to be recognized as, or a text box they initial to indicate that they’re anonymous. I make both text boxes optional, but sometimes people fill in both. How can we make it so they are allowed to complete only one of these two fields?

Hi,We sometimes have documents that there is a couple of different people that needs to sign, and me as a sender of the document need to be able to go in to the document and see the “status” to see which signatures are missing so i can remind the people, and which signatures that are already done. But now when i log in i can only see “in progress”. Is there any way to change this so that I can see the progress?

We’re using a Powerform template and the CC’d recipients are unable to open the signed document.  They click on it and it spools and never allows them to open.  Is there something we’re missing? 

I have requested for subscription cancellation for August 2024. However, I am still being charged. I have redo the cancellation request for September 2024. Please ensure my card no longer being charged for September 2024. 

ACCESS DOCUMENTS with code - there is no button on top right that other answers have said. We need to urgently sign documents from our bank. Where is an option to access these documents now that we are logged in? Getting super frustrated :( 

When documents are being signed, for some reason the title and signature are running into each other and the name appears to be superimposed on itself but not in exactly the ame place, at least 2x. How does this get fixed? This is now the 3rd document from different people that this has occurred?

If I add someone as “Allow to Edit” manager, does this person need to open and acknowledge the envelope? I added my colleague as “Allow to Edit” at the end of the workflow, but because this person did not “open” the envelope, the entire thing was voided. I was under the impression that “Allow to Edit” just gives someone the ability to edit the envelope on behalf of the requester in case of need.

In the body of the Certificate of Completion that you receive after a doc is fully executed/signed there are several paragraphs of the ELECTRONIC RECORD AND SIGNATURE DISCLOSURE section that have a former employee’s name in them as a point of contact that I need to change.  Who do I contact to make that change or How can I make the change myself?  (Image removed due to personal information)

I have a business account in Docusign. The address in the profile is our correct address where the business has been located for 3 years.  However, I notice that on signature certificates, the address for our business shown is one we were at, 3 years ago.  The profile is correct and has been for 3 years, but all summary documents are recording an old address and I have no idea how to change that - other than updating the profile.  But it is already correct.  Hope you can help ta.

I have an employee that is no longer with the company but customers are still receiving notices.  Am I missing something?