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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

26 days ago

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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5,708 Topics
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5708 Topics

AbelNewcomer

the DocuSign home page is not sowing the quick access.

the DocuSign home page is not sowing the quick access. how do we fix the issues

1765

9 months ago

TaphinneyNewcomer

asked in eSignature

Certificate ID number

Our Certificate ID numbers used to always default print on the top of the page, and since February 2024 they are not always there now. I see there is a way to click on advanced options when sending a document and checking a box saying you want it to print at the top of the page but is there a way to set it up to be default again?

424

9 months ago

Community UserLegacy User

asked in eSignature

Can a signer add on an additional signer and still stay a required signer?

763

9 months ago

KimmygNewcomer

asked in eSignature

Before Anyone Signs - How to Review the Required Tags (placement of signature fields, Text Boxes, etc.)

I am an executive assistant and my boss is tired of people sending requests that do not have all of the required ‘tags’ inserted on the document for him to sign. I also need to confirm if everyone required to sign the form has been added. Therefore, I need to review the Signature Tags, Text Boxes and other required DocuSign tags and each recipient’s tags before any of the recipients receive the document to sign. Is this possible?

2244

9 months ago

johncon50Newcomer

asked in eSignature

Changing Language Envelope options

I have to send documents in English and some in French. With the current corporate account, the only way to send a French Document is to go into My preferences, change default langauge from English to French and send the envelope. The Envelope description is in French, ie “Complétez l’enveloppe avec DocuSign :” however EVERYTHING else displayed is in English:“Do Not Share This EmailThis email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.Alternate Signing MethodVisit DocuSign.com, click 'Access Documents', and enter the security code:3E988621AC984C038710EB7B2B860E1E7 About DocuSignSign documents electronically in just minutes. It's safe, secure, and legally binding. Whether you're in an office, at home, on-the-go -- or even across the globe -- DocuSign provides a professional trusted solution for Digital Transaction Management™. Questions about the Document?If you need to modify the document or have questions about the details in

3275

9 months ago

Shannon15534Newcomer

asked in eSignature

POWERFORM - UPLOAD FIELD

I was under the impression that you are able to add an upload field to the powerform but I am unable to figure out how. Can anyone confirm if it is indeed possible and if so, how do you do it?

SDENewcomer

I have received a docusign document to digitally sign.I want to use the ‘Itsme’ app (QES) to sign the document.How can this be done?Does the creator of the document need buy this option? Or how does this work?thanks,Stefaan

918

9 months ago

b3accountingNewcomer

asked in eSignature

Fixed height on all boxes

is there a way to set a fixed height on all boxes added? Ideally, I’d like 12 to be fixed height. I set this to all custom fields that I created, but when I go to start a new document, the height on almost all custom fields resets to no value making the boxes taller than I’d like.

1546

9 months ago

LarondaNew Voice

asked in eSignature

Update document custom field used in templates

When Document Custom Fields are updated under Settings, are they automatically updated in the templates which are already using those document custom fields?

695

9 months ago

VirginieNewcomer

asked in eSignature

Check before sending envelope

Hello,I'd like to be able to see the result of the bulk mailing before clicking on "Send".I need to make this check. When I click on "Preview" I don't see the completed fields and I can't see the envelope of each recipient (indicated in my CSV file). This control is necessary for mass mailings.Can you help me?Thank you

181

9 months ago

SamBNewcomer

asked in eSignature

How do I assign seats to existing users when we have more users than seats?

We have 4 user accounts for eSignature, paying $300 per year each. However we only seem to have 1 subscription seat and therefore only 100 envelopes between us. We have sent a total of 230 over the year, so we keep getting warning messages to add seats. But shouldn’t we automatically have 4 seats/400 envelopes if we’re paying $1200?I can’t work out how to add seats without paying more.Any help on this appreciated!

IwonaNewcomer

Hi, I need to validate QES placed via DocuSign in an agreement, before signing by me. How can I check if the placed signature is the QES? I wanted to check it in Acrobat Reader but the program does not recognise neigher the issuer (wydawca) nor the subject (temat). How do I know if a signing person has used QES?

1902

9 months ago

user_12345654321Newcomer

asked in eSignature

Send URL For Many People To Sign A Document

Hello, I want to create a document that many people need to sign. Only 1 person needs to sign the document. I don’t want to have to enter everyone’s email address. Can I just send a URL link to everyone I want to sign?

335

9 months ago

RoseFrequencyNew Voice

asked in eSignature

DocuSign Alerts void/corrected

IS there any way to avoid the recipient form getting a “void” email or “was corrected” email? believe it is not possible but want to check here. The client signed using wet signature but the DocuSign was still in process and was voided after the expiration date. There are a lot in process so they will receive more, can I prevent that?

935

9 months ago

changesigNewcomer

asked in eSignature

Accidentally clicked OK to signature, need to change.

Dear Docusign Community!I incorrectly clicked OK for a signature, but it is incorrect, I had not changed the name, and the signature is crazy. How do I change it?Thank you for your help!Kind regards,

FrabbreNewcomer

Hallo guys, I have the personal plan (5 envelops per months). I used them all in March. Now it is April and I am trying to send an envelope but the sytem says that I have used all my envelops and that I have to integrate the plan..Do I miss anything? Thank sos much for your help!

381

9 months ago

P.RavishankarNewcomer

asked in eSignature

Voided document

Hi, I used Docusign to sign my tenancy agreement with the tenant and the witnesses. This was issued 2 months back and I just realised as one of the joint landlord (my spouse) has not signed the document in time. This has marked the whole document as void.Is there any way to reinstate the document? Am just worried if this is going to void my whole tenancy agreement with the tenant.Appreciate the advice from this community. Best, R

7266

9 months ago

WFetzerNewcomer

asked in eSignature

Alphabetical Order of Files

Hello- When I go to attach documents and choose Dropbox why does Docusign not have those files in alphabetical order as the appear in my Dropbox? It is extremely frustrating searching for the folder and then file I want to download to Docusign.

444

9 months ago

JackieCNewcomer

asked in eSignature

Document is "Hidden" but will populate when I click on it. How can this be done?

Hello,My boss received an envelope for his signature on DocuSign. When he opened the document, the document appeared to be “hidden” (you have to click on it, then the document will populate). The signature portion does appear below the document that is hidden. Does anybody know how this can be done if I want to have the same set up? Thank you!!

392

9 months ago

AmirShahzadNewcomer

asked in eSignature

Integrating Docusign with Excel

I want to use DocuSign for digital signatures of my Excel based purchased orders. signatures are required from my suppliers and i will send emails to them the excel file.is there a way that using DocuSign service, i can directly send the files to my clients through email?

mgellNewcomer

Why doesn't DocuSign allow rolling over unused sends? I receive 5 per month and occasionally need to send a few more. Other months I may only use 1 or 2. It’s maddening to me that they don’t allow customers to roll them over. Or at least allow customers to bank up to a certain limit. The next tier plan is way more expensive and much more sends than needed.

APGNewcomer

My client keeps receiving the email all jumbled with links to the Docusign not the normal review page. Has anyone ever had this issue and how do we correct it? I have had him reboot his computer and close out of his email. It looks fine on his phone but he wants to see if on a big screen. Any advise is appreciated

322

9 months ago

snickNewcomer

asked in eSignature

How do i use the HR template for form i-9? I have the zip file but that's not helpful

Never mind! I figured it out :)

302

9 months ago

nickieNewcomer

asked in eSignature

Creating a single editable template

Help! New to docusign and getting frustrated, I would like to create two templates that I am able to edit on a regular basis and create Docusign documents. Is anyone available to jump on a zoom call?

332

9 months ago

Mitra9StephNewcomer

asked in eSignature

How do I edit Powerform Logic

I am trying to make check boxes in my powerform mandatory and cannot figure out how to do so. I need the signee to check either one or the other and not be able to sign without one of them being checked. A lot of people miss check boxes, but I need it checked for accounting purposes. Anyone know how to do this?

142

9 months ago

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