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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5017 Topics
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Docusign Employee
Community UserLegacy User
asked in eSignature
Voided envelope due to date expiry

I have an envelope which was voided due to the date expiring (didn't know this was a setting) - signed by one person but not another and I ideally would like to unvoid it to retain the orginal signing date. Is this possible?Alernatively if not is it possible to re-send and sign retrospectively on the date intended?Thanks in advance

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I make a pdf form fillable? It usually automatically does it for an form. I have two forms that are not being made fillable? Thank you.

How do I make a pdf form fillable? It usually automatically does it for an form. I have two forms that are not being made fillable? Thank you.

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do you upload a fillable doc and add e signature?

It is a Client questionnaire

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have field that will contain a persons driver license. Is there a way to keep that field from being viewed except for the originator and a person in another department? Can the field be password protected once the originator submits the request?

I have field that will contain a persons driver license. Is there a way to keep that field from being viewed except for the originator and a person in another department? Can the field be password protected once the originator submits the request?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I'm a beginner. How do I turn a document into Docusign

I'm a beginner. How do I turn a document into Docusign

2
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I connect bulk send CSV merge field with checkbox group values?

Let's say I have a bulk send CSV column "Staff::Gender" with "Male" and "Female" as possibilities. I have a DocuSign template with a checkbox group (made as a group so I can validate exactly one entry) for Male and Female choices.The simple question would be: What is supposed to correspond with 'Gender' as the data point?I see that the unique ID for the group is 'Checkbox Group 3974f456-aa46-4471-b440-47c6e77322b0', which isn't real helpful to map with CSV value above, since that CSV and its column name is used across many different templates. Am I looking in the wrong place...maybe I'm supposed to use 'Data Label' or 'Checkbox Values' and have a separate column like "Staff::Male" as a X value while "Staff::Female" is blank? Seems clunky...

5
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I see the "date signed" fields, for the eSignature blocks, but is there a way to insert a date field that will populate with the date that the final eSignature was obtained for the document?

I see the "date signed" fields, for the eSignature blocks, but is there a way to insert a date field that will populate with the date that the final eSignature was obtained for the document?

3
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
how do i get a document notarized

how do i get a document notarized

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I download all of the signed documents that I sent in bulk? Do we have a unified option instead than one per envelope?

How can I download all of the signed documents that I sent in bulk? Do we have a unified option instead than one per envelope?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I change name of final signature required?

I sent the docusign which has 4 signatories. 3 have signed already, but fourth (final one) is on annual leave, however I need the document signed asap and waiting for them to come back of leave will be too late. Can the document signatory be changed even though others have signed already? Thanks

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Hello, I'm new to DocuSign and trying to find the current release of the DocuSign eSignature product. I can see release notes / validator versions, but looking through all the settings I can't find the actual release number I'm running. Can you hel

Hello, I'm new to DocuSign and trying to find the current release of the DocuSign eSignature product. I can see release notes / validator versions, but looking through all the settings I can't find the actual release number I'm running. Can you help?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I request from the receiver to upload a copy of a drivers license and ssn card as part of an envelope template?

How do I request from the receiver to upload a copy of a drivers license and ssn card as part of an envelope template?

3
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Why do I get the following error message - 'Account does not have permission to set Allow Comments.' I can't find any settings to disable comments?

Why do I get the following error message - 'Account does not have permission to set Allow Comments.' I can't find any settings to disable comments?

4
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Replacing or adding a document within a several page document without losing fields that were already assigned.

If a template has several documents (pages) within it and only one documents (page) needs to be edited (i.e. replaced) or another needs to be added in the middle of the template, how can I make that change without losing all of the other pages fields that were already assigned? Example: I have a 50 page document that I have assigned all fields within all pages. I have to update one page within this document, how can I do that? It is letting me remove a page, but not add one. Further, I do not want to have to start all over and reassign all fields if I add a page within the entire document. Is this possible with DocuSign?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
If I "Resend" the document, is it resending to those who haven't sign the document yet?

If I "Resend" the document, is it resending to those who haven't sign the document yet?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I keep getting signatories telling me they tried to sign a document but it has expired. I have to resend documents that were only sent a week ago. There is no way to set an expiry date, how do I find a document's expiry date? AND how do I change it?

I keep getting signatories telling me they tried to sign a document but it has expired. I have to resend documents that were only sent a week ago. There is no way to set an expiry date, how do I find a document's expiry date? AND how do I change it?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Dears， Can you help me to solve the following problems? 1. How to remove the code in the upper left corner of docusign 2. Can I remove the Docusign watermark from my docusign e-signature? I look forward to your reply, thank you very much!

Dears， Can you help me to solve the following problems? 1. How to remove the code in the upper left corner of docusign 2. Can I remove the Docusign watermark from my docusign e-signature? I look forward to your reply, thank you very much!

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can I use one envelope to send the same agreement to multiple people? Each agreement only needs one person to sign, so I'd be looking for 50+ agreements as a result. It's a consent form for an event.

Can I use one envelope to send the same agreement to multiple people? Each agreement only needs one person to sign, so I'd be looking for 50+ agreements as a result. It's a consent form for an event.

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
how to send a document that can be filled out online.

If I want to send a disclosure with lots of blanks, how can I do that so the recipient can fill the document online?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I make a change to a document already sent to my client?

How do I make a change to a document already sent to my client?

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I've been given a new template to upload. I cannot find a place that allows upload of new template.

I've been given a new template to upload. I cannot find a place that allows upload of new template.

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible to prevent the signer from receiving a copy of the document once the flow is completed?

We are using the e-signature but we only want the last person in the flow to receive a copy. How can we prevent any other signers to receive a copy once the flow is completed?Many thanks

2
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
how can a client change their signature?

client cannot sign their full name

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Hi All, My understanding is that DocuSign checks the validity of the QES signature of the signer before accepting it and moving forward the envelope. Is it correct? If so, how does it work? Is there any written resource/document that explains it? Th

Hi All, My understanding is that DocuSign checks the validity of the QES signature of the signer before accepting it and moving forward the envelope. Is it correct? If so, how does it work? Is there any written resource/document that explains it? Thanks

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Does anyone know how to update an email address that is embedded in the address book?

The Signee's name is correct, but the email address was input incorrectly and now it has been saved incorrectly by the Docusign auto-fill. This person signs 75% of our documents, so it's a real pain. Is there a way to edit what has been auto-saved?

1
C
Docusign Employee
1 year ago

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