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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5459 Topics
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Docusign Employee
Community UserLegacy User
asked in eSignature
How do I remove/replace an incorrect name or email?

How do I remove/replace an incorrect name or email?

291
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I change my name that appears in the message to a signor?

I would prefer it just have my company name and our "xxxxxx@xxxxxx.com" email address.

691
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible to sign multiple pages of a document with one click? Or do you need to go to each page and click the sign request?

Is it possible to sign multiple pages of a document with one click? Or do you need to go to each page and click the sign request?

3901
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Removing a user

Hi! If I remove a user from our paid account, would they be able to set up a "free" signer only account using the same email address? I want to make sure before I remove a few users that they will still have the capability to sign documents.

221
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I migrate envelops for a user on one sub-account to another sub-account?

We have one organization account with 7 sub-accounts.(One for each region.) The user account in question exists in one sub-account. I've created a new account in another sub-account and I'd like to migrate all sent and received envelopes to the new account. Anyone know how?

1941
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can reminders be adjusted on envelopes after they are sent? I have a bulk send recipient that is asking for reminders to be stopped.

Recipient says she was initially getting 2 reminders daily.

2535
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Rooms
How to strike through text

How to strike through text

4271
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Who do you contact at DocuSign when there is multiple documents that have been fabricated and forged using DocuSign on a laptop with stored information - The documents were not sent via email

The fabricated forged documents using DocuSign or copied and pasted as such were filed into a superior court. I have the documents and dont need the content - I do have the envelope numbers and the signature numbers and would like to know when created and when the signatures were applied, date, times - we already know that backdating occurred and need to show fabrication if the DocuSign documents do actually exist at all ?

425
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When and why was it changed, that envelopes can be corrected/changed after a first signaturewas applied?

When and why was it changed, that envelopes can be corrected/changed after a first signaturewas applied?

135
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there an easy way to add a template to an existing template so I don't have to re-create all the form fields? For example, uploading the 2023 W-4 template (from DocuSign Template Library) and adding it to an existing new hire paperwork template I

I know I can add/delete documents from the template, but I want to incorporate the 2023 template (with all its DocuSign form fields already assigned to the new hire) into the template. The only way I've found to "upload a template" is after selecting USE and then I don't believe I can save that envelope as a template. I'll try again, but wanted to put the question out to you all. Thanks!

937
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to set up pre-fill on an existing template

Hello I have a form that I want to prefill with Customer Address Attributes before it is set out to be signed. I dont see any clear instructions on how this can be done

2621
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I change the recipient email address that prepopulates for me?

How can I change the recipient email address that prepopulates for me?

261
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do a cancel/void a contract through DocuSign that's already been completed/signed by all parties?

We have a Real Estate contract that has been signed by all parties and we are ready to back out of the contract. The contract states that we have the right to back out. How do I cancel/ void a contract that's already been signed by both parties through docusign?

4773
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to select all in inbox and download the completed docs as bulk?

Is there a way to select all completed docs in inbox? Attached see an example

581
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Approving a document

We have a use case for approval, please let me know what is the best method to do this.We are using xxxxxx and docusign platform and currently wanted to know how a signer can approve a document and once it is approved only it should be going to the another person/signer.So lets say, we have 4 signers Signer 1Signer 2Signer 3Signer 4Signer 3 needs to approve the document before it goes to signer 4.so we know, the options of approve and decline fields in docusign but when we click on approve it does not show anything when it is moved to signer 4Could you please let us know how to deal with this so that signer 4 when it is comes to signing, he should see that it has been approved by signer 3. Please adviceHoping you will reply soon. Thanks

3523
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have had & used DocuSign for many years now. I have now sent 2 separate DocuSigns to my client, Sherri Ross, to sign & initial. Her initials should be SR, as shown before her name. The initials keep showing up as MSR. Those are not her initials. He

I have had & used DocuSign for many years now. I have now sent 2 separate DocuSigns to my client, Sherri Ross, to sign & initial. Her initials should be SR, as shown before her name. The initials keep showing up as MSR. Those are not her initials. Help!! How can we fix this? Looks like a glitch to me. I have never used the initial M for her name!! Please help me!! I'd love a phone call!!Thank you, Carol Stack RE/MAX DFW Associates-----@rmdfw.com-----@remax.net 000-000-0000

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When sending documents out for signatures from clients how do I add my own signature before sending. I know it sounds like a dumb question but have not been able to figure it out. Please and thanks.

When sending documents out for signatures from clients how do I add my own signature before sending. I know it sounds like a dumb question but have not been able to figure it out. Please and thanks.

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I sign my own document with QES?

Is QES available with "Sign a document"? Or is the QES option only available with "Send an envelope"?

641
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When I hit finish is goes back to the signature - I can't get out of finish. There's a red box around the date but the date seems to be correct.

When I hit finish is goes back to the signature - I can't get out of finish. There's a red box around the date but the date seems to be correct.

1555
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Please let me know how others can access and download the document I have sent the envelope to.

Please let me know how others can access and download the document I have sent the envelope to.

375
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Hello, is there any way to control / modify the exact time that a reminder or modification is sent to a user for signing a document? i.e. I want that the users get a reminder/notification at 20.00 exactly.

Hello, is there any way to control / modify the exact time that a reminder or modification is sent to a user for signing a document? i.e. I want that the users get a reminder/notification at 20.00 exactly.

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have one document that I need several people to individually sign. Can I do that with bulk send or do I have to send the document one at a time to people? I don't want 15 signatures on one document but 1 doc with 1 sig for 15 people

I have one document that I need several people to individually sign. Can I do that with bulk send or do I have to send the document one at a time to people? I don't want 15 signatures on one document but 1 doc with 1 sig for 15 people

1151
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Auto-Fill doesn't work even though Data Labels are the same. Is there another setting required?

I want to use Auto-Fill to automatically populate subsequent fields with the same info (e.g., enter SSN once and have SSN on following documents filled in). My Data Labels are exactly the same in the subsequent instances of the field, but they are not populating with the original SSN. They are on separate Documents within a single Template, and we are sending the Template out using a PowerForm link. Thanks for any suggestions.

1173
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can the filename of the downloaded signed document be specified?

I am trying DocuSign for the first time. One issue jumped out at me straight away. When downloading signed documents, the filenames are changed - underscores are inserted. Is it possible to set defaults for the filenames of the signed/downloadable documents?This issue makes it difficult to use when copying the signed file back to its original save location. We use version control, so the signed version needs to have exactly the same name in order for version control to work. It is too time consuming (and prone to error) to manually change filenames back to the original.

1393
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Merging Document error ?

I have several templates i use for different clients. Template A, B, C, D and E. Not all clients get all of these documents. I add A to all clients, but sometimes it could be A, C, D or A, B, E. The all require signatures from two people. so we have signer 1 Viewing Only, then signer 2 for signature and signer 3 for signature. after i have selected templates, sometimes, i get Signer 1, Signer 1(HR Viewing only), Signer 1(Signer) Signer 2(CSM), Signer 2(Signer) Signer 3(CSM). The CSM and Signer are the same person always. (See Screen shot below)When i select next, sometime i am am asked if i want to merge signatures, but other times i am not. Sometimes after i add templates the system automatically merges the signatures and only creates Signer 1, Signer 2, Signer 3. I cannot figure out what the differences are with each of the documents that create multiple signatures, all my templates only have one Signer 1, Signer 2 and Signer 3.We have multiple people using these templates, so w

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Docusign Employee
1 year ago

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