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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

16 days ago

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Core Capabilities

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5,678 Topics
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5678 Topics

gunner dogNewcomer

where are my documents

I want to see the documents I signed

182

10 months ago

Rthomas10Newcomer

asked in eSignature

Documents in transaction

I would like to use a document that I have already used in a transaction again, but I am not able to because it will not allow me to download a new copy or make changes on the copy I previously downloaded and filled out.Now what?

10 months ago

LoraNewcomer

asked in eSignature

Bulk Send does not show custom fields defined in the template

Greetings,I’m trying to use the bulk send functionality to create and send multiple contracts that require custom fields based on the recipient. The bulk send sounds perfect for that.I’ve created a template with one Role named Employee and a few fields for testing (one text, one number), changed the Data Labels on both to Titula and Plata respectivally. After saving the Template, I click on Use → Bulk Send → Upload CSV and when uploading the CSV I get an error message with the custom fields specified.The CSV looks like this:Employee::Name,Employee::Email,Employee::Plata,Employee::Titulavalue,value@value.com,1234,Test It pulls the Name and Email correctly, it ignores the other two. Any ideas?

Sean DugganNewcomer

I need to send PDF image files of packaging to get approved. Docusign reduces the image quality to the point where it is sometimes unreadable. Also, when viewed on a mobile device some PDF layers are completely removed. Is there a setting so I can have full resolution PDFs? I want dousing to work for creative departments.

2271

10 months ago

PStalvigNewcomer

asked in eSignature

Find DocuSign Sender by Envelope ID

A co-worker emailed me an unsigned agreement that had a DocuSign Envelope ID on it and I’m trying to find the signed copy of the agreement. The co-worker doesn’t have it, and the vendor isn’t responding. Is there a way to determine which account or email initiated the signing process using the envelope ID?

BenFANewcomer

HelloI’d like to know if it’s possible to send 1 document to 15 different people and have 15 documents signed and not 1 with 15 signatures?Thanks

283

10 months ago

eishikawaNewcomer

asked in eSignature

Signer Roles Workflow

What signer role would be able to see where each signer supposed to signs? Ideally in our office we would like to have it like this. I fill out the forms and tab the signatures for whoever has to sign. Then our office manager would review the document to see if any errors and any errors on who is to sign and where they are supposed to sign.Then the document comes back to me if she sees that changes are neededThen once the document is updated, send it to the client. Not sure if there is a workflow for that or if there is any easier way to do it. Any help would be appreciated.ThanksEric

1554

10 months ago

chefdanNewcomer

asked in eSignature

Educational questions

Is it possible to utilize Doc Sign for daily attendance records in a training environment? such as making a QR code for the students to scan in and out ect Can Doc Sign also be used for inductions and safety briefings by incorporating links or videos into the document and only allowing them to move forward in the document once they have undertaken the link or watch the video ect ?Could you kindly provide me with a link for accessibility purposes for individuals requiring support or adjustments when using Doc Sign or where i can fin this on here ? any other links or referrals would be great for me as a vocational trainer thank you

Bera PektasNewcomer

Hi, all the recipients have completed their except one of them who is going to put his wet-ink signature. What would happen, if I remove that one recipient, would my document going to be marked as completed.

C.T. 1Newcomer

Our company have a domain name change and our employees had their email domain names change also. Is it possible to add another email address to a user as both the old domain name and new domain name are active email addresses for our users in docusign?

572

10 months ago

D_man_8714Newcomer

asked in eSignature

Envelope Custom Fields

For some reason when I download the csv template for bulk sending, 1 out of 5 ECF do not show up. Any ideas why? The others do no problem. I have tried deleting it and re-creating it already.

LauraCDNewcomer

I have a plan that gives me 5 envelopes per month. It is a new month but it is still showing zero. When does it normally reset? It is the 3rd of the new month.

1222

10 months ago

GeorgieGNewcomer

asked in eSignature

Conflict between Document Visibility and the Receives A Copy functionality

We have recently upgraded to be able to use the Document Visibility function, which is great. However, I’ve hit a problem - if an envelope recipient is CC (Receives A Copy), the default is that they can see all docs in the envelope. There will be times when we want to hide certain docs from them - for example, where the CC recipient is outside our organisation and the envelope contains some internal information. We know that we can change the visibility for the CC, but it’s a manual task that the Sender has to remember to do. Is there a way to set the default Document Visibility settings for a CC to “off” rather than “on”?Thanks in advance!

562

10 months ago

Derrick WatsonNewcomer

asked in eSignature

Conditional Logic on dropdown menus

I am trying to create a template that utilizes logic on a pulldown menu. Selection of an option in the first dropdown needs to determine the contents of a subsequent dropdown menu. for example. Option 1 - Selection of this option gives you options 1, 2 and 3 in a subsequent dropdownOption 2 - Selection of this option gives you options 1, 3 and 5 in a subsequent dropdownOption 3 - Selection of this option gives you options 2, 3 and 4 in a subsequent dropdown Thanks in advance!

2222

10 months ago

EFSNewcomer

asked in eSignature

Default eSignature Account

We have a new company name, how can I change the Default eSignature Account name to the new name?

422

10 months ago

GennineNewcomer

asked in eSignature

Adding one signature to multiple documents (same document)

I have one person that needs to sign multiple versions (approx. 80) of the “same” document (same form, different details on each form). Is there a way to apply the signature once and then it be applied to all of them at once instead of having to go through the envelope to sign the document 80 times? (The same question for adding the date and title of person)

7642

10 months ago

Andrea.OwensNewcomer

asked in eSignature

Am I able to auto-populate the date field?

When in the signature page, after entering name & title, there is a dated field that can be filled out as well but sometimes the clients get the date wrong. I am aware there is a timestamp date at the bottom that auto-populates, but is it possible for the dated field to also auto-populate instead of having to manually key in?

5392

10 months ago

VinceNewcomer

asked in eSignature

Formula results alignment

How can I align the results of a formula in a text box

132

10 months ago

CapriceNewcomer

asked in eSignature

Where did my signed documents go

I had many more signed agreements in my docusign folder and they were in category files I had created and now they are gone. What happened and can I get them restored.

212

10 months ago

c_benniNewcomer

asked in eSignature

How to properly setup a hyperlink so the second signer can view the hyperlink documents after the first person has signed the document?

After reviewing and following the “how to create a hyperlink” instructions, my co-workers and I tested to see if there are multiple signers can everyone view the hyperlinks. However, we discovered that once the first person signs the documents the rest of the signers are unable to view the hyperlinks.How can we set it up so that everyone at anytime can view the hyperlinks? Thank you!

GigiccNewcomer

I am trying to sign a contract with DocuSign but, once I complete the procedure, it asks for a digital certificate. I wanted to know whether the Aruba service OTP mobile option is compatible and gives the digital certificate needed by DocuSign. If not, which are the other alternatives for those living in Italy?

882

10 months ago

rrpvirginiaNewcomer

asked in eSignature

POA title not showing up in signature block

I sent docs to a signer to be signed as a power of attorney. In the recipient information, I entered the name as “John Doe, POA for Jane Doe”. But when the document was e-signed, it only appears as “John Doe” on the page. I really need that POA title to appear with the signature on the PDF documents. Help!

adinateoNewcomer

Is it possible to let the recipient edit specific fields (for example, some personal details regarding a contract) in the document before signing?

322

10 months ago

Eric GaudetteNewcomer

asked in eSignature

Watermark disapears when a signer download the document even when still a signer has to approved it

I can see the watermark on the images (wich is ok cause not everyone has signed) but why when i Download the document the watermark disapears on the PDF downloaded?

344

10 months ago

jacaloNewcomer

asked in eSignature

How do I setup my account to so SMS delivery.

I did not find that option on my settings. Please advice.

1092

10 months ago

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