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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

25 days ago

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Core Capabilities

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5,706 Topics
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5706 Topics

YWCANewcomer

Hello,I would like to send 4 documents to the same people. So I've added all 4 documents to the same action.I add the signature requests under the names without any problem for the 4 documents.However, a colored bookmark appears. But there's also a larger grey bookmark.Despite the 4 documents with the same number of signatures requested, sometimes the gray bookmark appears and so does a bookmark the color of one signature request. It’s not the same for the 4 documents and I don’t understand why.I don't know what it's for or what it means, and I don't want the recipients to be unable to sign.Thank you for your help !

436

9 months ago

gxgxNewcomer

asked in eSignature

Access Previously Signed or CC-ed Documents before Accoiunt Created

Hello!Is there any way to access my signed/completed documents or those that I have been cc-ed in before my Docusign account was created? I deleted some emails from Docusign and realized that I had not saved a copy of the signed documents. These were sent prior to the creation of my Docusign account. I have now created a Docusign account using the same email address that the documents were sent to, but the documents are not shown in my account, probably because they were sent to me before I created the account. What should I do?

1602

9 months ago

stefschodrofNewcomer

asked in eSignature

Contract for client to fill in fields and sign

Yikes - I feel really silly asking this question as I thought setting up a simple contract would be easy but I am lost. I want to create a contract that my client fills out and signs. I want to add a link to this ‘form’ to my website and keep it super simple. They click on link, fill out form and sign. Where do I go to create this? Thanks!!

312

9 months ago

Kristin BlackwellNewcomer

asked in eSignature

Personal document owner

I sent assent page to 5 people for signatures. My completed file is coming in as one document with all of their signatures under one page throught text. How to I get to and print each signed document? I clicked on everything on the completed page and it did not bring me to their individual document. Please advise! Thank you! Kristin

427

9 months ago

Mfoord-ROMNewcomer

asked in eSignature

Can you prefill a calculated value (Price x Qty)

I’m working on a template which I want to prefill - a basic Purchase Requisition form that I send out for approval almost every day. The previous excel version of the form normally multiplies the quantity times the price per unit and fills in the extended cost for each line item which I enter. I can find a values calculation option for the signer, and I can find a “prefill” tool for me as the sender, but I can’t seem to find anything that would let me PREFILL the Extended Value before sending it on to the signer.Do I just have to manually do the calculations or can I do a “calculated pre-fill field” to automatically do the calculation once I enter values cost per unit and qty when I’m prefilling the form?

592

9 months ago

Investor.KathyNewcomer

asked in eSignature

Customer Phone Support

Just wondering if Docusign offers phone support when we are stuck?

1312

9 months ago

SVO Senior LivingNewcomer

asked in eSignature

Billing

I went to pull my invoice for reconciliation today, and it looks like my account has been switched over to a free account and is showing 2 sends left. We have been paying for DocuSign for years, so I know this isn’t true. Can anyone help so I can get my invoice and our plan be corrected?

142

9 months ago

vaibhaviparanjpe10Newcomer

asked in eSignature

Unable to change signature when integrated Docusign with Outsystems

I have integrated DocuSIgn with Outsystems but when I am signing any document it is only showing the first saved signature and I am not able to edit or change the signature. Is there any specific solution for the same or any method by which each time a new document is opened it asks to either draw the signature or to upload a signature instead of showing the first signature by default. Also I have attached the screenshot of the issue

JARieberNewcomer

I had to make a new intake form. The firm has questions for the person to whom I’m sending it to fill in. I cannot locate the way to do this. There used to be a side bar with a pencil for signatures and a way to put txt spaced in but I cannot find it

182

9 months ago

MarioNewcomer

asked in eSignature

Esignature functionalities

Hello Community, I´m looking for a guide or manual with the main Esignature functionalities Functionalities:sendingSigningtemplatesAll possibilities thank you.

9 months ago

JeanNewcomer

asked in eSignature

Remove yellow pop up box that signers see when completing form

Is there a way to remove the yellow box that shows "required" or the field validation type so this doesn't appear to signers? This box covers wording on the document. Tool tips has already been removed.

1392

9 months ago

MauricioNewcomer

asked in eSignature

Is it possible to add P12 certificates on the DocuSign platform?

Hello, I am new to your platform and I require help, I am trying to add a P12 certificate issued by a Bolivian company, I go to the signatures section and I cannot find an application that indicates adding a p12 certificate.How can I add a P12 certificate?, please let me know.thanks for your help

MelHNewcomer

Is there a way to run a report to show the status of all the recipients that I have sent in the last month. I have been able to do this in the past, but no longer able to add “Recipient Status” to a report. I’ve been digging and cannot seem to come up with an answer. Minimally, I need to pull Recipient Name, Recipient Email, Recipient Status for all envelopes sent in last month.

332

9 months ago

FrabbreNewcomer

asked in eSignature

Signing as a sender after your client has already signed

Hallo everbody. This is Francesca and newbie with Docusign. This is my problem: I have sent through Docusign a contract to a client (without signing it).He sent it back to me signed and now the contract states “completed” and therefor I cannot countersign it. How can I do? Thanks so much!

14646

9 months ago

SoforHRNew Voice

asked in eSignature

Bulk sending challenge

I have a standard plan from DocuSign. Today I had to get a new Business Pro plan because I had to do a bulk shipment. Everything went well (csv import and other steps). I had 31 recipients on my list. I had to cancel my shipment because there were typos in the letter template. I deleted everything and corrected my letter. When I did mass sending again, a notification appeared that the number of sendings was exceeded, even though I only have 30 recipients.

906

9 months ago

AnaghaPingaleNewcomer

asked in eSignature

Get list of envelopes for a particular recipients

In my application I want to get list of envelopes for specific recipient using email id or user id. Which API endpoint should I use to get list of envelopes for specific recipient.

272

9 months ago

SheilaNewcomer

asked in eSignature

I cannot find where to cancel this plan

I have gone to settings, change plan where it said to go, but there is no way to cancel this plan

392

9 months ago

caseyleighfebNewcomer

asked in eSignature

New

Hi,We are a small life insurance brokerage that deals with a lot of agents and contracts. We would like to be able to have pre filled contracting (so the agent would type out their name, address, and general info) and the document can self fill from that info. Sometimes agents have mult. contracts from different companies as well so we would like to streamline for them. Does Docusign have these capabilities?

9 months ago

stressedNewcomer

asked in eSignature

Can we prevent a signer from accessing a completed document via the link that is sent in the envelope completed notification email

How can we prevent a signer from accessing a completed document via the link that is sent in the envelope completed notification email? This is pertaining to HIPAA compliance.

2162

9 months ago

WalterCHall6591Newcomer

asked in eSignature

translate

how do I translate a docusign document

MeiyunNewcomer

I am the owner of the expired envelope.I got an email notification saying that I have voided an envelope because it has expired. However, I did not void it.Why was my name mentioned in the email when I did not void the envelope?

Grandma27Newcomer

Hi new to docusign:I understand how to assign fields to a document that require a person to fill in and how to make it required and not required. I have found that the number filed does not allow the format to be set for a date. How do I make this happen if I only want the filed to be filled in with a date Month, day and Year There are some questions that need to be answered Yes or No I understand how to add the check box label, however if the answer is Yes I then need the below questions answered (required) and if the answer is No then they can skip answering the questions below. Is this possible? If so what plan does this work with?

Suzy SNewcomer

I’m new to DocuSign and fumbling my way through. I’ve done some searching and watching videos, but am not finding what I am looking for so maybe I’m not phrasing my search correctly. I am mostly using DocuSign to send contracts to vendors and clients for initial/signature. So each document has different project specific information, but the format is the same. For example, it’s an 18 page document and the bottom left of pages 1-16 all need initials by both parties, and then pages 16 and 18 need signatures from both parties. Is there a way to develop a template where these locations appear in the same position on each new document without having to click 16 times for each person for the initial spots and 2 times for each person for the signature spots? I definitely feel like I’m missing something, since this is supposed to help simplify things. Thank you!!

484

9 months ago

IzzyNew Voice

asked in eSignature

Have a recipient or sender be notified all along an envelopes journey

After sending an envelope to multiple external recipients, I was wondering if there was a way for the sender or a specified recipient, to monitor, or even better, be notified about the progress of the envelope all along the way.Thanks!

3292

9 months ago

RahulNewcomer

asked in eSignature

How to avoid multiple sign in single document?

Signature text in multiple times and take sign automatically multiple. How to avoid multiple sign ? "anchorString"=>"Signature" conflict signature text is comming four time in document than take 4 sign can I avoid this into single one

1012

9 months ago

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