Core Capabilities

When I add a note of instruction to a document, do I keep myself as the designated signer, or the recipient? I want the recipient to see the note, but I don’t want it to be on the final document.

As a lawyers' office，the third party，knowing the enveloping ID，can we search the detailed information such as the date sent and Validity of the envelop？I have searched the website，but I just find the access by senders or recipients.

Email notification even after unchecking all the notification under preference

I need assistance building a CSV file for Bulk Send and also for how to set up an envelope to bulk send a handbook.  

Unable to locate, as in, not showing in my account, all docs signed 2020 through 2021. Account is only going back and showing me files that are the last two years immediately, I need ALL FILES now. 

I have an admin account but the option to enable signing order by default is not an option. Has that option gone away or do I not have the right type of admin account?

Saving in the middle of the process 

The “Use” button is grayed out after I created the templates and paid for an annual plan. What do I do to be able to use the template?

I am trying to create an informed consent form that will go to parents/guardians but through educators. The goal of form is to have educators forward the document to their students parents and guardians, have the parents/guardians complete the form, and then a signed copy is sent to me as the primary collector and to the educator to ensure they know which students are participating and which are not. I believe I can do this in a power form but when I test it it does not populate correctly. How do I accomplish this? Thank you.

How do I add my title to my signature?

Good day,is there an option that one can sign once and it populates all the necessary signature spots. i.e when a document is sent with multiple pages to be signed, one can click once and all pages are signed instead of each page to be clicked on?

Prior to DocuSign's acquisition by Google, I frequently received documents that only I needed to sign; no sending or third parties required. At that time, the option I always selected for signees was "Just me - Always free!". Since the change, I can find no way to add just my signature to documents. Has this free option been eliminated? If not, can someone point me in the right direction? If it has been eliminated, any idea on other good free signature software out there? I work for a small business with a limited budget.

Hi All,I was correcting an envelope yesterday and came out without resending and now the envelope has disappeared.  Not in draft etc, but when I click on the link sent from a viewer it states the envelope is being corrected by the sender. Where do I retrieve the envelope from? Thanks, Jess 

I have a trial account, but it doesn't allow me to sign then send. Why?Cheers,Phil

I sent a document to someone and they are not saying they do not have access to the sign it. It asks them instead to sign up for a free trial. Can you please advised how to proceed? Thank you in advance.

Hello! Is there a maximum number of people who can sign the document? We are expecting more than 100 signatures on one PDF. Is that possible in DocuSign?Thanks

We are working on getting our petitions (documents students fill out and sign) to be accessible when it is in DocuSign. We are using one of the petitions as a test and have re-created it in Word and used Word’s accessibility checker. The questions I have pertain to the formatting of form fields when creating it in DocuSign. Should you “Add text” in a form field or leave it blank or leave it as is (the text box has the word text in it)? Should you put some wording in the “Data Label” box when editing or leave it blank? Are there other formatting tips that you have from your attempts at making something accessible in DocuSign?

One of my recipients is still receiving reminders even though they signed the document

Hello,I am setting up some empathy training for staff to impress upon them the need to edit their DocuSign forms for accessibility.  I am using NVDA for the demonstration and I admit I don’t know NVDA very well.  My question is:  From an accessibility perspective only, why do we need to change the field data labels from the default to something meaningful?  I can’t get the screen reader to see the field data labels.  The screen reader DOES see the tool tips as well as the Add Text content.  I realize meaningful field data labels are much easier to work with when using DocuSign with other systems but my end users don’t care about that.  Can someone give me a practical reason why we should change the data label, from an accessibility point of view?Also, should the Data Label and the Tool Tip match the text label on the form for simple fields.  For example “Client Name ____________”  Then the Data Label = Client-Name and the Tool Tip = Client’s

Wondering if there is a way to generate a link to an envelope? We have executives who have troubles (or impatience) with finding the DocuSign emails which often end up in their spam folders, or buried among many others, and are trying to streamline the process for them. We are proposing that instead we send the executives a manual email which outlines our ask (e.g., covers the details of the contract, purpose, attaches any other pertinent information such as internal business case etc), and then has the link directly to the eSignature page for them to complete the signature process.As far as I can see, the only way to get this link is to somehow intercept the email that has gone to the executive and copy it from there? Is there any other way? I have looked at Powerforms and I don’t think this works for this situation as I think this is overkill for the requirement.

Cordial GreetingsMr. DocusignI am writing to you in order to get help, currently I bought a license to sign documents, people in my organization need to send me unlimited files but they are asked to have a license, how can we do to share my account and restrict them to send the files and only I can sign from the same account, that is, that in a license can have several roles, such as the one who sends and does not sign and I sign.Thank you very much.I remain attentive to your comments.

I have access to a General DocuSign mailbox which holds Agreements from many departments in our company. Often I am asked to search for a specific agreement by the name of the ‘Vendor’ only. Often times this agreement has not been saved by the Vendor name, but by the ‘Contract’ name. I am not given any other information. When entering search information I often get results which include results with the search request mentioned ‘anywhere’ in the agreement. Is there anyway to narrow this down?Sometimes the list can be over 50+ agreements and if the Vendor name isn’t in the ‘title’ I have to open up each document to see if it is what I am searching for. There has to be an easier way, I just don’t know how to get around it. 

Hello. I need to send multiple employees 1 template document. How do I utilize the bulk list feature when sending the template but eliminate my name as the 1st to sign the template? Can I just utilize the bulk list feature and send the 1 template to the multiple employees? Thank you! 

My company recently upgraded to DocuSign Apps Launcher in our Salesforce org to send documents for signature in Salesforce.When I created the eSignature template in Salesforce and custom fields in DocuSign for this initiative, I was made a DS Admin inside of DocuSign for ease.Now that the initiative is complete and tested successfully, it is preferable that I become a DS Sender inside of DocuSign. However, when that change is made, I can no longer access DocuSign Apps Launcher at all (even though I have the right DocuSign Salesforce permissions), but more strange is our Users/Senders in Salesforce receive errors when trying to send documents. I have made sure that the template created by the DocuSign Apps Launcher was shared with everyone.I was made an admin again in DocuSign and the issue was resolved, so feel certain this is the cause of the error. What do I need to do to resolve this so that I can made a DS Sender again in Salesforce?