Core Capabilities

How do I conduct an ‘all time’ search?

We have issues with the INDEX.csv for the mentioned file nameIt relates to PDF naming when there is like PDF.13MOTIS.pdf the new version of retrieve is fine for docusign retrieve, but when its like PDF.MXE062.XPS.pdf, the retrieve returns the rown in the index.csv with PDF.MXE062.XPS and doesn't supply .pdf . We know we can append that .pdf to make it work, but what we don't know is if we have some names like PDF.XXX.YYYY.ZZZ.pdf and then Docusign Retrieve may only return PDF.XXX.YYY and our append of .pdf only causes PDF.XXX.YYYY.pdf and the file name is PDF.XXX.YYYY.ZZZ.pdf.

I have a document with 6 signatories and I am missing one, but it won't let that one sign. When I try to correct it, it tells me that I exceeded the number of signatories. What can be done to allow me all the signers?

Good Morning,I am looking for some assistance if possible… We use Docusign to sign off our timber kit houses. The process we follow is - I create the form fill in details and sign. The form is then sent to the site manager to sign, once they sign the form it is sent to our head office for filing. In some instances the site manager is not signing and the form is then void. is it possible to make it so if this happens the form is still sent to the head office just without the site managers signature?  Also was wondering, is it possible for us to pre populate the forms for a full site but keep them stored somewhere until the point they are actually required? This could sometimes be 6-9 months ahead of time so I wouldn’t be looking for the reminder emails being sent until the time we go to use the form.  Thanks in advance, 

When I send a document to a client for signing, it is pre-populating a ‘text-typed signature’ and not allowing the user to change it to a hand-written signature. When they click on the pre-populated text-typed signature, it does not show a drop-down menu option to ‘change’. 

I am using pabbly connect to integrate docusign and airtable via webhook, i want to know if theres a way to directly get a pdf via the webhook response when a document is signed so that it can be automatically send to airtable records via the automation

I’m trying to make a real estate contract with editable fields. I used to be able to easily upload a doc and then insert these editable fields, but for some reason I can no longer access the field list, everything is greyed out. 

I found a similar question here: Setting order to pre-fill fields | Community (docusign.com)That thread says to look for “field order” on the right hand menu when building a template, but I don’t see that at all. Similarly the instructions seen here: Advanced Properties for Fields (docusign.com) says to look for Field Order in the right hand menu when making a template.  I don’t see such an option. How do I get this turned on?

I am sending out a form that needs multiple people’s information - name and email. I do not have Powerforms the “specify the recipient” option. Is the only way to get around this is to have a text box field instead of name and email? I do not know who the other recipients are. Thank you.

Hi, I have sent a Nitro PDF document that has Note’s in it that show up off to the righthand side of the page (see second image below), these are for the Signer to review and then potentially approve. However, when it gets to the Signer, they cannot see the Note’s only the small yellow boxes (see first image below) on the page of the document that indicates a Note is there.Is there a way of being able to show the Note’s for the Signer? I have tried to get them to download the document, but this still only show the small yellow boxes.Any help on this is greatly appreciated! Many thanksLouise

I’m new to Docusign and trying to fill out a real estate Purchase & Sale Agreement, I can't figure out how to manipulate the text field to adjust it to fit on the line? I can click outside the box and get it to look like its adjustable, but it won't allow me to adjust to fit the lines. I don't have this issue with the company field any input is greatly appreciated!! Thanks

Hello everyone,My business team would want a particular signing process and I like to know if it’s possible and what is the best way to help them with Docusign, please? During a workflow, a legal document should be signed by the 2 parties that approve the workflow. If the 2 parties approve the workflow, the document must be signed by both. However, the parties would like that when they appvrove the workflow, the document be automatic signed without additional steps that requests them to sign the document. I had a look to the API references but I didn’t see any API that would generate a signing and it seems strange that a tool as Docusign allow automatic creation of signing. I thought to an other way: it’s the signing that generates the approval of the workflow. So, no need of extra steps to approve the workflow.Have you ever been face with that case? What is your opinion, please?Thank you very much. Kind regards,Olivier 

I am preparing a template with a long contract document. In the beginning the details of the contract partner will be given (through a web form) to the template fields.One of the fields is “postal code and place”. 16 pages later the signatures will be given. Could we extract the place from above, copy it and paste it her automatically? If so, how? Thanks in advance. 

I am looking at a DocuSign Certificate of Completion and, for the two signers, the listed e-mail address is a long string of numbers, letter, and dashes with an “@email.com” domain at the end.These are not real e-mail addresses.Why is the Certificate of Completion showing this and not the signer’s actual e-mail addresses (which I know, so I can confirm the long, jumbled, numerals/letters address is wrong). Thank you.

 The field is used to store a code - its not a number ie uses a separator.  So I can't set it to field type Number

My client forgot their email log in to sign their envelope. Can I forward the envelope to a relative of my client and my client can sign the envelope via a different email address?

When it states I have “1” send left, does that mean One send from me? or does that include a send from a recipient?

The Due Date in the "Review and Send for Signature" step is defaulting to 10 days even though I have it set as 6 months in the step as illustrated below. Due Date in the "Review and Send for Signature"  For a workflow executed on July 24, 2024, the due date showing up on the "Review and Send for Signature" step is August 3, 2024 (10 days). How do I get it to show the date 6 months from July 24, 2024. Thanks.

I have created an envelope and sent it to the signatory, but I cannot see the envelope I have created on Docusign.

I’ve done this several times - dropping in a doc for signature from 2 peopleThis time i’m getting an error message.Any idea why?

Hello,How do I quit the application ? I don’t need to sign official documents with a certified signature. I just needed it once. I don’t want to have to pay for one signature after 30 days. Where is unsubsribe on the web site ? Thanks

Hi !  Is there a way to create an action for a checkbox on a template ?  The requirement is when the user clicks the checkbox, then the user is automatically navigated to a different page within the template. Basically the user is asked if they want to complete the application - if they click the Yes checkbox - Then looking to automatically take that user to the start of the application. ( for instance checkbox is on page 3 and the application starts on page 5 ) - - So user would click the checkbox on page 3 and then automatically be navigated to page 5. Thanks for the guidance ! 

Hi All,I am brand new to Docusign.  The main reason I joined was to be able to create a shareable credit card authorization form for our restaurant.  This will be used for booking private events.  For some reason I am having issues with two fillable boxes.  One is for a telephone number and the other is for the expiration date of the card in month/year format.  Can anyone help me get these two text boxes formatted for this?

Is there a way to pull reporting information that shows how may agreements each of my employees still have in progress?

Is there a way to download an entire envelope history for all users on my account?