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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

17 days ago

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Core Capabilities

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5,685 Topics
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5685 Topics

SVCKNewcomer

Automated Envelope Creation

My upload of docs to sign is repetative, is it possible to automate the creation of new envelopes as well? After each sending I have to click again for Create Envelope - New Envelope - Send Envelope i.o. opening automatically to Send a New Envelope.

Fenway14Newcomer

Is there a docusign “bank” of commonly used templates? I am looking for payroll forms. Specifically I-9 and NYS tax form & Federal tax form. No need to recreate the wheel if they are readily available. Thank you

253

9 months ago

jgarza0007Newcomer

asked in eSignature

Multiple documents merge into one document

I have one template document that 20 different people signed separately, is there a way to get all the signatures onto one document? This is not a contract, just a basic petition letter.

3722

9 months ago

GoldFingerNewcomer

asked in eSignature

Use a selfie (image) as an electronic signature

We have someone who inserted a selfie picture of themselves as the signature. Is that accepted??

1703

9 months ago

JerinNewcomer

asked in CLM

Retrieve Workflow and sent item from user ID

Hi Team , In our model for one of the user GlobalSalesComp@cognizant.com was deleted and now we have added them again , the issue is that GlobalSalesComp@cognizant.com had created it’s own Workflows and Envelopes in DocuSign and also had a lot of “Sent Items” too. Now as we have added the user again , the user is not able to see it’s Sent Items + Workflows + Envelopes. We want to Retrieve the DocuSign data for the user so can you please provide some assistance here. If user ID deleted from Anaplan users tab will it delete the sent items of that user from Docusign? Is there any possibility to retrieve the items? ThanksJerin

341

9 months ago

GinskeeNew Voice

posted in CLM

Account no longer storing docs sent to me and will not allow me to sign my own documents without using email link

171

9 months ago

Janet SNewcomer

asked in eSignature

Open Document in Docusign

Is there a way to have an "open" document or folder in Docusign where documents can live until they are completely signed and initialed? I want to sign a document showing I read a “set of rules” then have the ability to go back to that document and initial for reading another rule that was added to the set after I had originally signed.

323

9 months ago

John.CenaNewcomer

asked in eSignature

MAX_CONNECT_CUSTOM_CONFIGURATION_EXCEEDED

I'm encountering a problem similar to yours. Everything was functioning smoothly in my workflow until a few days ago. I conducted numerous tests without any complications. However, starting from yesterday, my workflow has been executing multiple times for the same envelope, particularly when it's marked as completed. This results in DocuSign generating multiple "configurationID" instances, eventually causing the "MAX_CONNECT_CUSTOM_CONFIGURATION_EXCEEDED" error to occur.

1151

9 months ago

Oliver.Kinne-AslettNewcomer

asked in eSignature

Sharing Envelopes Based on the Template

Hi, I have a template, and if that template is used, I’d like to automatically share the resulting envelope with a group of user. Is this possible and, if so, how? Thanks.Regards,Oliver

282

9 months ago

srleeNew Voice

asked in eSignature

Multi Factor Authentication Transition with Generic Accounts

We have departments that use “generic” user accounts so that all sent envelopes are contained in one account and we use a powerform so that the “sender” is consistent. When we turn on MFA, how can multiple users of the generic account set up a secondary authentication? The only thing we have come up with so far is to be sure that our generic departments have an alias on the email that we are using for the DocuSign account. Does anyone have a better way to resolve this? Obviously they would not be able to use one specific email or phone number as different users have access to the generic account.The other thing is a suggestion to only use “shared with me” when trying to access items in that generic account. I am not sure if they would lose any envelope functionality if they only use “shared with me” rather than logging into the generic account. This needs to be reviewed.Thank you for any insight.Susan

1563

9 months ago

Diana VNewcomer

asked in eSignature

Document with out signing

Is it possible to create a DocuSign with not requiring a signature but just have the client confirm receipt that they received the document?

644

9 months ago

LisaNewcomer

asked in eSignature

21 CFR Part 11 signature placement - space required and alignment

The 21 CFR Part 11 eSignature requires more space on a document to prevent text overlap with other document text and multiple signatures. Are there any specifications on the amount of space required (height and width) and how to align the placement of 21 CFR Part 11 signatures when sending an envelope?

1482

9 months ago

thardinNewcomer

asked in eSignature

Are you able to remove part 11 from a user if not needed?

Pretty self explanitory.Have a user at my org that no longer needs part 11.Is there a way to simply remove it?

872

9 months ago

sviggianoNewcomer

asked in eSignature

Add Password to Template Not Available

Hello, We use DocuSign eSignature and I would like to add a password to a template so senders don’t have the ability to edit the template but still send.There are instructions that state to use Advanced Options when editing the template under Password section.When I click on Advanced Options, there is no Password section for me to add a password to the template. I am the Admin and wanted to know is a setting or something I need to do to account settings to allow this functionality?Thank you.

203

9 months ago

GJKoreaNewcomer

asked in eSignature

Question regarding Docusign process(authentication?)

I attempted to sign the document using Docusign, but the signature process was not completed well.To provide detailed information about the situation, I have arranged screenshots as follows.I also asked the company's Service team, but I only received the following response.“Please be advised that as per Access team you have DocuSign access” Is there a solution to this problem? I selected the signing reason and clicked ‘sign’ button click continue button A new popup appears and Input email address and passwordA new popup appears and then click close Despite clicking "close" at step 4, authentication is still in progress. Click ‘x’ or ‘cancel’ button Repeat the sign process Thank you.

652

9 months ago

jYoCreatesNewcomer

asked in Web Forms

Using a Web Form where the template has Collaborate

I’ve created a web form with a signing order. When I initially made the template, there was an area that Signer #2 needed to be able to edit in case Signer #1 made a mistake. It looks like when Signer #2 made edits, it tried to push the DocuSign back to Signer #1 but there’s no way for them to go in and approve the changes. Am I trying to do something that’s not supported or is there a way to make that work?

592

9 months ago

GinskeeNew Voice

asked in eSignature

Account no longer storing docs sent to me and will not allow me to sign my own documents without using email link

Account no longer storing docs sent to me and will not allow me to sign my own created documents without using email link.

445

9 months ago

AliciaSlobodenyukNewcomer

asked in eSignature

Switching over from DocHub to DocuSign

Hey everyone! My company is switching over from DocHub to DocuSign and would like to transfer all of our signed documents. I cannot figure out how to add our documents to DocuSign without going through the motions of setting up a signature request. Surely someone else has done this before, right? :)

Angie_MNewcomer

Hi All,May I kindly ask you if audit trail summary is something required to be included in the FE contracts when electronically signed? is there such a requirement for the contract when signed through DocuSign to be consider valid?Many thanks!

562

9 months ago

amit.yadavNewcomer

asked in eSignature

Send link in template

I have a link stored on opportunity in a field the link would be unique for each opportunity. I want to send this link to customers on which they can click and go the link.

3126

9 months ago

dcuriosoNew Voice

asked in eSignature

Email from DocuSign when a student submits petition

Students submit “petitions” through DocuSign from our website. Once they have submitted the petition, they do not receive an email from DocuSign saying that they have submitted the form nor does it appear in their homepage dashboard. The only option they have once they have submitted the form is to save a PDF version. Is there a way for DocuSign to send the student an acknowledgement of the form being submitted with a link to how to see it again in DocuSign?

353

9 months ago

jentsu926Newcomer

asked in eSignature

Trying to increase the number of characters allowed for the custom text feature

Hi, I’ve looked everywhere for this. On the left hand side of the Tools menu in Docusign, there is a Text feature. This would be for custom text that you want to add onto a document, such as a comment.In my case, I have to use this feature quite a bit. Sometimes I have to add a client’s address, or a note, etc. And the text I need to add is much longer than the 40 or so characters allowed in that little box.Is there any way at all to increase the number of characters allowed? Right now I am having to use like 4 text boxes for 8 words! The words can wrap if you use the little arrow to expand the box, but they only do so vertically, so it looks pretty bad!

4372

9 months ago

cindyNewcomer

asked in eSignature

need help sending doc for signing.

I’m getting this message.. the doc wont go out for signing. Please help and thank you.to send, you must complete the 1 pre-fill fields with sender permission

Mario B.New Voice

Hello,I have a question regarding the QES signature type. Only a certain group of people should be able to use the QES. It should be forbidden for all other users. How can I set this? Thank you.

3044

9 months ago

Andrew1009Newcomer

asked in eSignature

Editing envelope after client completes

Can you correct an envelope after the client submits/completes it or do you have to void it and send another envelope?

222

9 months ago

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