Core Capabilities

Is there a way for a sender to receive notifications when an envelope is about to expire?  We have several secretaries who only use DocuSign occasionally, so they may not be in the platform to see that an envelope has been tagged as ‘Expiring Soon’.   I see that notifications will go out to recipients about an envelope that is about to expire, but I don’t see anything similar for senders.  Thanks,Teri

When editing templates, I choose Template in question, right click the 3 dots on the far right and choose Edit. The 1st page comes up, Name, Description, Document Upload, etc., etc. I press Next. Here, sometimes the Template Builder window opens, sometimes it doesn’t. The times it doesn’t, it goes directly to the document itself as though I’m creating/sending an envelope. This is really driving me bananas. Any ideas?

Business Requirement:  Allow users to bulk send documents to multiple people for signature.  The email content sent to different recipients should contain their names and positions, therefore should be dynamic values.  The names and position data are included in the bulk send csv import file . So how can we ensure the email content sent to the people contains unique values based on who we send to ?   For Example, person A’s name:  David, position:  CEO,  person B’s name:  Rob, position: Manager In the email content: When send to David, the email shows as ‘Hi David, please sign the document for position ‘CEO’. When send to Rob, the email shows as ‘Hi Rob, please sign the document for position ‘Manager’ 

I have a PDF form that when sent, I don’t know if the Organisation receiving it will have 2 directors sign it OR (if only one director is around) will have 1 director sign it with a witness.The PDF form allows for that with differing signing blocks, and work well in a paper format. BUT, I’m unsure how to achieve it within DocuSign.I also have the challenge the I may well be sending the form to the Company Secretary and they would be deciding the signing approach and adding the names/email addresses.Is this possible? Conditional routing looks promising, but it doesn't look like it works with witnesses or allows for someone to specify the name/email address for those signing. 

HiThis is my first time using Docusign and would like basic information to sign my own Offer to Purchase and also get my partner to sign along with a witness.  Then I would like to send this Offer to Purchase to 4 sellers and have this as one document.  How do I do this please? 

Hi, I'd like to know if it's possible to customize reminder messages for signature requests. We need to send unique 1st, 2nd, and 3rd reminder templates to each signer. Currently, I only see a "Resend" option for documents; I’m not seeing a "Remind" option, nor any way to personalize the reminder message itself. The last relevant question posed by a user about this was 6 months ago, so I’m wondering if there have been any updates. Thank you!CG

When correcting the reminders on an envelope, does it get re-sent to the client when I finish the correction?For instance a client says they want to come back to considering the envelope in a month. So I correct the reminder time. When I hit correct, does it resend the envelope or just record the change in the reminder period?Thank you

Hi, I sent a DocuSign for three recipients, two for approval, one for signature. The two who need to approve already did it and receive DocuSign properly but now the Signer is saying she didn´t receive nothing? Questions:What would be the cause? If I resend it again, will the Approve only Recipients need to Approve again or does their approval maintains and only the Signer will receive the notification?Thanks, André

I have a document that I can not get out of correct status. I’m new at this, what am i doing wrong?

Hi, as the Sender of an envelope is it possible to set a notification to be automatically received when an envelope is due to expire? I’m aware that notifications can be set for a recipient to receive a pending expiration however I can’t locate any settings for the Sender. Currently the Sender is required to access DocuSign on a daily basis to check for any voided envelopes.

Hi,I’m hoping someone might have come across a solution to the problem I’m trying to solve.I have a document generation form, where one of the fields is a “Custom Table”. The table consists of two columns, with a date fields in the first column and a number field in the second column.When completing the form, you can add multiple rows, so therefore the submitted “Params” XML data for this field contains a “Container” node, with a XML node for each row with a date value and a number value.Within a CLM workflow, I’m trying to map the submitted data for this field to a document attribute. If I map the “Params” XML data’s “Container” node to a variable, it just saves as a raw ‘non’ delimited list of values from all the fields in the table, which is unusable. Can I iterate over the rows in the table’s XML data and save to separate attributes? Or is there another approach?Any advise would be appreciated. Thanks,Josh

Do all recipients receive expiry pending email notifications plus the sender?; just the sender?; only those who have signed? Thank you!

Hello,  My CFO is the past has signed over 100 docusigns that we send to him and each of our customers each year on one date. Is there a way to get the CFO to sign one copy and then have it be sent to all the respective parties to sign their individual copy?  I am trying to avoid him having to sign 100 copies again of the same document. 

If Bob is a delegate for Peter, when an envelope is routed to Peter, Bob signs and it is his own name. Is it possible to set up in a way that Bob signs but it is with Peter’s name and information?

Hello community, is there an updated version of the DocuSign Signing Resource File Guide? The one I found is from 2022. Also, is there an spanish version? https://support.docusign.com/s/document-item?language=es&bundleId=docusign-signing-resource-file-guide&topicId=docusign-signing-resource-file-guide.pdf&_LANG=esxm thanks in advance!

How can I make email notification bodies smaller? They’re massive. Not only am I having to scroll up/down (which is to be expected as most emails do this) but I have t scroll side to side. This is happening to notifications I receive as well as the ones signers receive. 

I am having difficulty figuring out how to Change the form used in my workflow.  I go to the Document Generation Configuration screen an see the below.  If I click on the link that says NDA / DNA MOU Configuration, it only shows options for the workflow and a template and few other settings, I don’t see the ability to change the Workflow to use a copy of the form such as below NDA MOU FORM_Copy. What am I missing? If I open up a form not attached, it will display This form is not being used by any configurations. Open Configurations to start using this form.,I open up configurations and am in the same spot again...     

When we send an envelope it is showing as a message from the 2 directors personally to the recipient rather than the companyMessage from …Does anyone know how to change this?  Thank you

i cannot login to my account.  This is frustrating.  Please help me asap! what is the phone support number?

Does re-sending an envelope subtract from monthly envelope allowance?I have a limited number of envelopes per my subscription and need to keep track of this.

I have a user who was able to rotate a page of an uploaded PDF document until Jan. 13,  2025.  After that date, when she attempted to rotate the page she received the “Document cannot be edited” error message.  I have worked through the troubleshooting options I could find with this user and she is still having this issue.  Did something change recently that would now be causing this error?  Any ideas on how we can resolve this?

Does anyone know if there is a way to remove showing signing location from DocuSign Agreement details if a signer has opted-in via their browser to share location information? I understand in those cases people with access to the agreement details can see on a map a physical house address.  Some staff are concerned about their privacy and there are conversations happening re: over-collection of personal information for the business need.  To clarify, I am aware how to turn location off with advanced branding/resource file and this is not what we want to do. I am specifically asking about the option to view signing location when in DocuSign | Agreement details. We are ok with IP location, not this additional information. Thank you! 

I had a client complete and sign a document through DocuSign that included some sensitive information (SSN, etc.). When he executed the DocuSign, he received a confirmation e-mail from DocuSign with the completed PDF attached to it.  He is now concerned that his information could have been compromised by the PDF being attached to the autogenerated confirmation e-mail that he says “wasn’t sent securely”.  Can someone please provide me with a response to the client to reassure him that the sensitive information contained in the attachment was somehow secure?Thanks.

Is there anyone out there to help with contacting docusign support? I'm unable to open the case by following the promise and need immediate assistance with my account. Who can help?You don't even have a chat option anymore....

Is it possible to send specific documents from a completed envelope to different people with the CC option?I can split the envelope template and have two different templates to achieve this, but wondered if I can route each of the signed documents to different email addresses for action?