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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

27 days ago

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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5,723 Topics
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5723 Topics

MPierreNewcomer

I want to send the below type of envelope but when I get to step 3 I run into a problem. Your instructions say to click on the actions drop down list and select Specify Recipients. When I click on my actions drop down list I do not have a Specify Recipients option, I only have these options. How do I add the Specify Recipients option to my actions drop down list? This process would be so helpful to my team if we could get access to it. Thank you!

2603

8 months ago

Larry WileNewcomer

asked in eSignature

File Attachment Visibility

If I create a PowerForm that requires an attachment, are all subsequent signers able to view the attachment?

861

8 months ago

trevorgbrNewcomer

asked in eSignature

As a sender, I need all signers to use a signature image. Some signers are able to do this, but others have told me they do not have the option to use a signature image.

I am a sender. I need five signers to each use their uploaded signature image to sign the document. Three of the signers are able to do this without an issue. The other two signers have each informed me that they do not have the option to use a signature image. One of these individuals even stated that they normally have this option, but for some reason, they were not able to use an image on the document I sent. Why are the five signers receiving different signing experiences/options? How do I correct this going forward? I have many more documents that will all require uploaded signature images, with many different signers. I do not understand the variation. Thank you.

292

8 months ago

LanaNewcomer

asked in eSignature

Setting up Signers for a Business

I am trying to send a document for signature and the client has a specific order they want things in. How do I use the business name for the seller, but then add the owner’s name and title? For instance, they want he signer and business name - business is Smith Jones, Inc., President Troy Karting and they would like the initial to be SJI. How do I set that up?

252

8 months ago

Munish vedaNew Voice

asked in eSignature

Hello team, we are receiving this above email from DocuSign, but our SSO certificate in Sandbox and Production is valid up to 2026. Please, can anyone know about this?

782

8 months ago

Matthew NealNewcomer

asked in eSignature

How to validate the contents of an Envelope ID that came from another user

I have a document that appears to be signed through docusign and I want to investigate the detail of the Envelope ID. I am trying to determine the legitimacy of the document I have. Please help me!!

892

8 months ago

QA Med Device GuyNewcomer

asked in eSignature

Envelops not showing in Inbox or Action Required

I have a very interesting problem. Whenever someone assigns a task via DocuSign (i.e. sign something), I get an email notification, but it doesn’t show up in the website, in either my Inbox or Action Required. I only have a single DocuSign account associated with this work email. But this behavior is very strange…If I click email link, which opens the envelope that way, but then say "Finish Later", then it suddenly appears in my Inbox and Action Required. If I send my own envelope that I have to sign, it appears in my Inbox and Action Required. If I just get CC'd on an envelope (no signature required by me), it shows up in my Inbox.

Realtor.NickNewcomer

If there are multiple signers (i.e husband & wife, 3 adults buying a home together), will everyone receive the email notification to e-sign all at the same time? Or can you assign a signing priority/sequence? Thanks.

1023

8 months ago

MferchNewcomer

asked in eSignature

when does a second signer get notified of a DocuSign envelope?

Does The second signer of a DocuSign envelope get notified when envelope is initially sent or only after The first signer has signed?

1234

8 months ago

Mario B.New Voice

asked in eSignature

Signature in another person's name

If I forward an e-mail from DocuSign with a request for a signature to another person, they can open the link and sign on my behalf. There is no identity check beforehand. How can this be prevented? Thank you.

3042

8 months ago

KatrinNewcomer

asked in eSignature

Number of recipients and their actions are unkown

Hello,our contract management has 2.000+ documents per year to be signed by our suppliers. Up to now we send all documents per letter. We would like to use DocuSign for this but there are some questions regarding unknown recipients.For each supplier we only know the first contact person. What we do NOT know in the following process is:if the first personen signs the document or not to how many unknown recipients this person has to forward the document and what the signing actions of those unknown persons will be: signing, just opening the document or forwarding it once again to another unknown number of signersHow can we solve this? It is not about the fact that we don´t know the names, it is about the unknown NUMBER of recipients and their ACTIONS.We are aware of the fact that this is a major process problem but our contract management can not ask every supplier about their signing order in advance.Many thanks for your replies!Katrin

lucyNewcomer

Recipient privileges - how to have signee only view their documents in envelope

2723

8 months ago

rwilliamsonNewcomer

asked in eSignature

signing a docusign after client has signed it

Hi, I am new to this and have sent a contract for a client to sign. I didn't add myself as a recipient (as I have now read I should have done). my client has now signed the document and it has come back. How do I now sign it? Any ideas please?

632

8 months ago

amo0210Newcomer

asked in eSignature

Certificate of Completion Part 11 Compliance

Is the document still Part 11 compliant if it is missing the Certificate of Completion?

652

8 months ago

TrudyCNewcomer

asked in eSignature

Retrieving older documents?

Is it possible to retrieve docs signed from 2018?

4072

8 months ago

Narelle HardinghamNewcomer

asked in eSignature

Australian Super Choice Form

I have clearly set up this form as a template incorrectly and its not allowing the signer to complete the form.I had scanned in the PDF form and set it up as a template, I then used text box’s to enable the new employee to complete their details.I used ”conditional fields” with rules etc, but I just cant get it to work. Has anyone else set up the SuperChoice form that can provide any guidance on the best way to have this form completed.

816

8 months ago

Community UserLegacy User

asked in eSignature

Azure AD Provisioning Setup

I am setting up Azure AD Provisioning, following https://docs.microsoft.com/en-us/azure/active-directory/saas-apps/docusign-provisioning-tutorial NOTE: this is not SSO with JIT provisioning; this is SCIM-based periodic provisioning by Azure AD.I'm getting stuck at making Azure AD authenticate to DocuSign. I tried using two different accounts; both are Org Admins and e-Signature Admins, do not have 2-step verification turned on, have a Login Policy that allows password auth, and Device Verification is also disabled for them.Did anyone have any luck setting this up already?Any hints are welcome! 🙂

7385

8 months ago

CbourqueNewcomer

asked in eSignature

Email doesn't allow me to sign in

I received a document in an email and it will not open to sign. It says my password is incorrect but I just set it up?

671

8 months ago

MarinaNewcomer

asked in eSignature

How to voide/revoke/null completed document and who can do this

Hi, I sent an envelope to one Signer and he has signed it, so the documents has Completed status.Then it was realised that the wrong version was signed, so we need to voide/revoke/null the document.As a Sender I don’t see a Void option or any other relevant options available as well. I’ve read that it’s not possible to Void the document when it’s completed. However, do any other options to revoke/null a completed document exist? If Sender does not have any of them, then what is available for Signer and Admin in that case?Thank you,Marina

7291

8 months ago

Jessie.HazeldineNewcomer

asked in eSignature

Financial donations?

I sent an email to a client from our business account and the client called asking me why it was asking him to pay one dollar when I told him it was free to sign.When you receive an email from Docusign, does it ask people to donate a dollar to charity or something like that?

272

8 months ago

ConnieNewcomer

asked in eSignature

Getting a refund after closing account. I have been charged for this year subscription.

I would like to get a refund for this year. I have watched the video several times on closing and getting a refund but my screen does not match up with the video. I can’t get past the Support section.

472

9 months ago

SimonNewcomer

asked in eSignature

'email address' itself as a e-signature

Hi, it is Simon using DocuSign for more than 3 years. I have a conflict with my college about the 'signature form'. Normally they use a Signature reflecting the user's name, but sometimes others are using 'email address' itself as a e-signature. My question is to use 'email address' is invalid? Thank you.

866

9 months ago

LynnNewcomer

asked in eSignature

Signing an excel file

Can you use Docusign to sign an excel spreadsheet and keep it in excel format?

14982

9 months ago

Gláucia.AlexandreNewcomer

asked in eSignature

Merging Digitally Signed Documents into One and Requesting Certification in DocuSign

Could you please assist me with the following issue? I need to merge several digitally signed documents into a single document and request digital certification using DocuSign. How can I achieve this?

10052

9 months ago

HOLIDAYISLESNewcomer

asked in eSignature

GUEST CHECK-IN CONTRACT

ANY ADVICE ON HOW TO EASILY MANAGE ARE GUEST CHECK-IN CONTRACT. THE CONTRACT IS 2 PAGES BUT ONLY THE BACK OF THE LAST PAGE REQUIRES 2 INITIALS AND 1 SIGNATURE. THE DOCUMENT IS CURRENTLY IN WORD FORMAT BUT I CAN CREATE A PDF IF NEED BE. THE ONLY DATA THAT GETS CHANGED FROM GUEST TO GUEST IS THE NAME, PH NUM, CHECK-IN AND CHECK-OUT DATES AND TOTAL COST. WE ARE TRYING TO SAVE ON PAPER AND INK. WE CURRENTLY PRINT 2 PAGES PER GUEST JUST FOR ARE CHECK-IN CONTRACTS THAT IS MAILY A SIGNATURE AND TWO INITIALS. ALSO THESE WOULD BE IN PERSON SIGNATURES..

323

9 months ago

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