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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5011 Topics
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Docusign Employee
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asked in eSignature
HOW DO YOU CHANGE THE SPELLING OF A PERSONS NAME

HOW DO YOU CHANGE THE SPELLING OF A PERSONS NAME

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Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Recipient Can't Fill in "Title" Field

A recipient is not able to complete a Docusign because she isn't able to add her title in the "title" field. Can anyone assist?

1
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
If I want an Excel File Docusigned, will Docusign always change it to a PDF or can it be left as a Secure Excel File

I'm trying to create an address list for properties that I want to get "signed" to validate the addresses are correct.

2
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have 2 questions: How long do documents stay on my account before being " purged " ( standard plan ) and How do I do a bulk download of everything that I have as completed signed docs ? -Adrian

Since I have a few hundred docs now that I have not had the time to download, I now have a bit of a problem as I need to retain these docs for many years. I need help to solve this issue. I really hope I don't have to do one at a time ! - Adrian

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C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in Rooms
How can I send a document to my room via fax?

How can I send a document to my room via fax?

1
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Multiple signatures on one document

Is there a way to have multiple sigures available on one form?  while also not making every single signature mandatory to complete the document?  For example, a consent form that is used for either adults or children who need parents/gurdians to sign a differnet line for their children or wards.  Thanks!

2
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible to have someone sign a document without sending them an email or creating an account?

I'd like to have every candidate that comes into our office sign an NDA using docusign when they arrive at our office. We will not be able to create accounts for each person and I do not want to email the forms to them. Is this possible? Thanks!

4
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
custom fields that autopopulate

I'm creating a template that requires the signer to provide their address multiple times.  I would like to create a custom field that the signer enters their address once and the document self-populates the address throughout the document similar to the way Fields "Name" or "Title" work.  I'm new to DocuSign so any help would be appreciated. thank you

3
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Auto Responded: Correct to fix email address errors

When sending a document for signature, is the Auto Responded: Correct to fix email address errors message based solely on mail server response? Which errors will prompt that message?

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C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I remove the last signer before they sign a document that has been sent?

​We don't need the last signer anymore and want to eliminate the unnecessary emails for that person.

2
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Bulk download of 25 envelopes

I have approximately 25 signed DocuSign documents that I'd like to download into a zip file or similar collection of PDFs.  I need to email them in bulk to someone.  How do I go about accomplishing this?

2
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Delete or cancel or close my free account

(15th time said)Please delelte my free account and confirm me that Docusign does not have my email or any collected data from me anymore. Thanks.I hope taht aftes asked 15 times you will do it. If not I am thinking abouot other methods, always legal methods but I am sure that you will do it fo sure, and very very quick. sure

40
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can I change the expiration date on a document sent for signature?

Can I change the expiration date on a document sent for signature?

5
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I need to send one document to multiple people but when I send to multiple people they sign over one another. How can I send one document (the same document) to multiple people without them signing over one another?

I need to send one document to multiple people but when I send to multiple people they sign over one another. How can I send one document (the same document) to multiple people without them signing over one another?

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C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
update sso to work with new docusign cert?

I got an email about docusign security certificate update. We are using azure SSO with Docusign. see the link here: https://docs.microsoft.com/en-us/azure/active-directory/saas-apps/docusign-tutorial Do I need to do anything so SSO will continue to work after Docusign updated their cert? 

9
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I add a custom field from bulk import to subject line

We use a unique (numeric) identifier to identify our customer. I need the subject line to pull the number from the CSV into the subject line. Can this be done? Example Header: Customer Number, Name, Email                           123, MLT, MLT@MLT.com Please DocuSign XYZ Doc, Customer#123

3
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I am trying to send a document for signature but it gives me an error message that says "Cannot include locked tabs in tabgroup children" what does that mean and how do i fix it?

I am trying to send a document for signature but it gives me an error message that says "Cannot include locked tabs in tabgroup children" what does that mean and how do i fix it?

5
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Print Document & Certificate in one PDF?

This is a question for either Classic DocuSign or New DocuSign experience.  I hope there is a way to print both my DocuSign envelope contents and the certification (certificate) in one PDF document.  This would be immensely helpful to my company, and a great timesaver and make sure that the certificate for each DocuSign accompanies its document.  I would think there is a press one button for all to print together, but I haven't found it.  There is one place that allows to print one or two (or "all") documents as one pdf.  This choice contains "certificate" as well.  However, when checked to print all as one, only my actual docusigned documents are included in the PDF.  Is this a glitch or something perhaps not set up with our company to use?  Is there an extra charge for being able to use that feature?  Or, is there another location I must access in order to do this.  It is time-consuming and a waste of paper to physically print two documents, then have to pri

7
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Remove DocuSign Envelope ID

How do I remove the DocuSign ID that is posted at the top of all documents? I can see many help articles for the old experience, but can't see anything for the current experience.

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C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Please cancel

I want to cancel my account

9
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Preventing possible forgery

I have good reason to believe that a former employer may attempt to forge my digital signature on a revised contract that I never received, nor signed, during my employment with them. This would benefit them greatly and save them a lot of money. Is it possible for them to create a fake email account in my name and sign the documents as me? What protection/safeguards does DocuSign provide to prevent this from happening? Is there anything further that I can do? Also, if this does happen, how can I prove that I never signed it? PLEASE HELP SAVE MY SANITY!

5
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there documentation for the conditional formatting?

I have a template (word document) that requires conditional formatting (display this if a checkbox is selected in the document generation form. I am not able to locate any valuable documentation for this. It would be even better if there were documentation on how to suppress a table row if the checkbox in the document generation form isn't selected. Or even how to join to conditions (with and or & ). Please help with syntax or document links.

5
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a way to edit recipient names or e-mail addresses? Or delete an incorrect address?

Is there a way to edit recipient names or e-mail addresses? Or delete an incorrect address?

4
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
ReSending Document to One Person

I've sent the document to the two signers, one of them signs and the other cannot find the document -- how do I resend to just that one signer? Thanks

3
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Recipients aren't seeing what I've entered as Text or Data

When i put tags in the document, I generally need to include some text or data (i.e. a price for the agreement).  This seems like an incredibly basic question, but i can't seem to do this correctly so that my clients who receive the document can see what i've entered in the space.   For example, I'm sending to a husband and wife who will need to sign, as will I.  Generally I make sure the user on the upper right hand side of the docusign is on me, not my clients, then I add a text box (data field in the old version) and type in $1000.  When i send it to the client, they still see a blank.  If i add the text box as one of my clients, presumably anyone else on the envelope wouldn't be able to see it (their spouse, etc). What am I doing wrong?  Thanks!!

2
C
Docusign Employee
2 years ago

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