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Docusign Discover 2024: Explore What's Next in Agreement Technology

29 days ago

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Core Capabilities

Core Capabilities

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5436 Topics

KManciniNew Voice

asked in eSignature

Comments from recipients

Hello, when internal recipients add a comment(s) will those comments be seen by the outside signatory or can they be private to only internal recipients? What would the process be for adding comments that you don’t want to carry over to the outside signatory? Thanks

PmosedaleNewcomer

Hi all,I’m trying to create a template whereby there may sometimes be fields I need to complete before sending to the client for signing. But also sometimes I won’t need to change anything.I have added a read only text box but the only way I can assign this to myself for completion is to add myself as a recipient and then allocate ‘needs to sign’. But I don’t need to sign! I just need to be able to add some text sometimes before sending.In a nut shell, I don’t want to be signing every document I send, I just want to amend every now and again (without having to edit the template each time).I hope that makes sense, can anyone help? I’ve watched so many youtube videos but still can’t find anything.

513

9 months ago

neethujkpTroubleshooter

asked in eSignature

Bulk Recipient Upload

I want to send a single envelope to 50 recipients. Its basically an HR Policy document, which should be read and signed by all employees. Is there any option where I can add these 50 recipients to my envelope via CSV upload? Here, I am not referring to Bulk Send feature as it creates 50 unique envelopes. Instead I have a single document to be signed by all 50 recipients.

452

9 months ago

TERESA LEENewcomer

asked in eSignature

DOCUSIGN FUNCTION: Allow recipients to change signing responsibility or assign a delegated signer

The subject function is not workable to my account, please check and fix, thanks. My email is : teresalee@fundpark.com

1841

9 months ago

sarielNewcomer

asked in eSignature

How can I make every page have Envelope ID?

如何使每个页面都有信封ID？我只有Approve_sheet，谢谢。

Mark HannaNewcomer

What selection do you need to have on a signature in order to have the “Lock & Sheild” emblem in the recipients signature?

423

9 months ago

irfanNewcomer

asked in eSignature

I purchased the DocuSign Business Pro plan, but it is not reflecting.

I purchased the DocuSign Business Pro plan, but it is not reflecting. It still shows the trail version with 17 days left.

sarahNewcomer

HelloHave just signed up for Docusign & when I send my document(envelope) to people red squares appear around the text I have written./inserted. I thought they might disappear when I actually send the document but, they dont.Any ideas why the red squares are there and why they dont go away once envelope has been sent or how do I get rid of the red squares?Many Thanks.

4985

9 months ago

TMHoltonNewcomer

asked in eSignature

Is there a way to just build a baseless form inside of DocuSign?

So i’ve tried both PowerForms and WebForms but both end up using and showing the base document. For whatever reason I have a project to get done inside of DocuSign but my largest hurdle is the team I’m helping doesn’t want to work on redoing their PDF form to match what they want to do in DocuSign. So I’ve tried webforms and powerforms but both still put all the inserted information on a base document that looks horrible. Is there a way to just build a baseless form inside of DocuSign?

232

9 months ago

Dr. DanNewcomer

asked in eSignature

Signature sizes and other fields

When I used Adobe Acrobat for signing documents we could set the size of the signature field and the signature would adjust its size to fit in the box.With docusign I can’t relate the size of the signature box to the actual area on the form/document. Docusign seems to randomly adjust the signature to fit and more often than not it is not placed where, or within the area constraints, of where I want it to be.Is there a way to figure out where the top and bottom (and left/right) of the signature box will be and keep the signature within those constraints?I have a similar problem with fields, and one that Adobe Acrobat handled perfectly. In docusign when I add a field, such as SIGNATURE DATE, the date that docusign puts in that field does not center top/bottom and it will run far off the right side of the field size that I defined if it feels it needs to (instead of just adjusting the font size to fit). So if I want a field to be in a table/matrix on a form, there is no guarantee the data

1243

9 months ago

Oli.MNew Voice

asked in eSignature

Customize the message sent to recipients and sender after someone declines the envelope

Dear allIs it possible to customize the message the recipients and sender receive when one of them decline the envelope ? The current config is “Complete with DocuSign: [Email subject] has been voided for the following reason:[...]Thank you

781

9 months ago

concordMortgageNewcomer

asked in eSignature

PDF says someone signed at different date than history shows?

I sent someone a document to sign on DocuSign but the PDF says they signed at a different time than the history on DocuSign shows. Is there any way they can both be correct?

361

9 months ago

Keith RayNewcomer

asked in eSignature

How to have my admin start a template and then send into the flow

I am trying to set a template where my admin fills it out the form (they don’t need to sign it), then sends it to a salesperson to sign, me to review, then to the customer for signature. I know it’s got to be possible, but I can’t seem to figure it out. My hack is for her to have a signature box in a corner to allow that flow. TIA.

242

9 months ago

soyounleeNewcomer

asked in eSignature

On a document signed without a date, how do I determine the date it was signed by someone other than the signer?

The signer signed without a date. How do I check the date of the signature without going through the signer and logging into Docusign?

5352

9 months ago

Alan RooneyNewcomer

asked in eSignature

Signatory not seeing all documents in envelope

Hi,I sent to community yesterday but not had any replies although some did view it.So my issues is and only just started to happen on some but not all envelopes.I have created an envelope with a few documents to sign and with other back-up data on others. The first person to sign cannot see all the documents where I can!I did a test yesterday with a few people with 3 pages, 1 person to sign doc 1, the other person to sign doc 2 and doc 3 was for info only.Person 1 could see doc 1 & 3 & Person 2 could see docs 2 & 3. Whats happening??Alan

322

9 months ago

lalocklearNewcomer

asked in eSignature

Multiple signers on the same document; Changing email address while in process

I sent one document to 14 people for signature on a group envelope. All but one have signed and he can’t access the email due to firewall or other issues (cox.net email). He wants me to resend to him using another email but I don’t know how to do that. Any help?Worst case, can I delete him from the signers and keep the 13 signatures I have or do I have to start over to give him a new email address?What is the best way to send 14 people the same document for signature - do you have to set up 14 DocuSigns?Thanks!

pchuliaNewcomer

Hi, I have a few envelopes with the situation "voided", I do not know why. How can I reactivate them? They are not signed yet. Thank you in advance. Pablo Ch.

622

9 months ago

Alan RooneyNewcomer

asked in eSignature

Not seeing all documents

Hi all, I have sent a number of envelopes for signing and some of the recipient's cannot see ALL thos documents.Does anyone know why this may be the case? Thks,Alan

9845

9 months ago

MatthewDylanPienaarNewcomer

asked in eSignature

Signing queries

I would prefer if there was no signing order for documents. From what I can see, it seems that if you just don’t click the signing order box it’ll send the document to sign to all participants at the same time. Am I understanding correctly? I also want all the participants to be able sign on the same document. It seems as if all the participants do sign on the same document. Or does there have to be a signing order in order to all sign on the same document?

403

9 months ago

dhacker1026Newcomer

asked in eSignature

Signee declines to sign document, but still receives notifications

When using a PowerForm, say a signee declines to sign said document sent by the PowerForm. After signee clicks “decline to sign,” they still receive notifications to sign. Is there a way to stop the notifications? Also, is there a way to see who the PowerForm has been sent out to? Like a tracking tool of some sort. Thanks!

mark6941Newcomer

Hi I have for some reason 3 seats and i only need one. I also bought a lot of envelops but docusign tells me i have none left.I need to have some refund on the seats.

1682

9 months ago

NicholeSedNewcomer

asked in eSignature

Merge Completed Documents with Bulk Send

Is there a way to update settings for a Template to merge the documents into one PDF when they are completed and sent via email to all recipients or a specific recipient? We send multiple documents via Bulk Send so we create a template for mass process; however when we receive the completed documents to our filing we would love to have all the documents combined into one PDF instead of the separate documents.

431

9 months ago

G.TNewcomer

asked in eSignature

Prepopulate/autofill receives a copy

Hi, is there a way to always have the ‘receives a copy’ option prepopulated with the users details once when creating an envelope? Thanks

202

9 months ago

neethujkpTroubleshooter

asked in eSignature

DocuSign Template Assistant for Word

We recently started using DocuSign Template assistant for word and find it really useful. It helps us in automating the generation of employment contracts. We would like to use this along with Bulk Send feature, where I can add the fields like employee name, number, business unit, grade etc. in a csv and upload it.Has anyone tried this combination of Template Assistant and Bulk Send feature before? Is there a workaround?

762

9 months ago

sophiebNewcomer

asked in eSignature

Number of recipients + Error message

I’m using the free version. I have 57 recipients. I’m entering them one by one, and twice now, when I have about 30 recipients entered, I have an error message for all of them starting at recipient no 11. It says: There was an error saving one of your recipients. Please try again. First 10 recipients are good. What is going on and why does the message appears only after I have so many entered?

6292

9 months ago

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