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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

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5673 Topics
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Docusign Employee
Community UserLegacy User
asked in eSignature
Hi, I am new to DocuSign. From the home page, I do not seem to have the "start" "send an envelope" selection anywhere so I am not able to move forward. Is there something else I need to do? Thank You! Theresa Kamberalis

Hi, I am new to DocuSign. From the home page, I do not seem to have the "start" "send an envelope" selection anywhere so I am not able to move forward. Is there something else I need to do? Thank You! Theresa Kamberalis

433
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to fill in a signature block (name/title) when signing?

I am sending out a PDF with some fillable fields, including the name and title of the person signing. How can I request an esignature and let the recipient fill in their name/title when they are signing?

2741
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Why is DocuSign showing - Multi Bulk Recipient - ???

This was not showing like this before. All of a sudden this field has changed. Is there a way to undo this?

76
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I sent an envelope to about 20 signees

I sent an envelope for eSignature to 20 people, only two didn't sign up and my envelope got void, is there a way to unvoid it or have the document with all the other signatures, and just add the last two?

303
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible to reopen a voided envelope?

The envelope has expired, that's why was voided, but one recipient is still missing a signature, the others have already signed. So, to avoid sending another envelope and asking for signatures again, I wonder if it is possible to reopen the voided envelope.Thank you in advance!

1713
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible to disable autogenerated type-written name signature on envelope receiver end, and make Draw/Upload option a default?

Hello, I am operating in a weird jurisdiction that partially accept digital signature, only if the digital signature looks the same as the person's signature in their passport/IDs. However, the current DocuSign default setting for signee signature is an autogenerated signature that looks like the typed version of their name. This results in us having to re-send signing invitations so people can correct their signature, which is highly inefficient, especially when signees are unfamiliar with DocuSign features.Is it possible to disable this 'default' and as an exchange, making 'Draw' or 'Upload' the default? Thank you

662
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I edit an existing document?

I just need to change the wording in a paragraph

951
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
how do you add fields to multiple recipients in a bulk send at once?

how do you add fields to multiple recipients in a bulk send at once?

916
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Signer is on holiday, someone else needs to sign in their absence

AfternoonBit of an urgent one. A sender of an envelope is on holiday without access to DocuSign. They are also the final signer of an envelope. The documents have all been signed by all parties and waiting on the sender to complete.What's the best way to allow someone else on the same account to sign in their absence?Can administrator correct the envelope and change the signer?Can admin transfer the envelope to another user and does that change the signer?Many thanks. 

2284
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Has there been a recent D/S change for people who are CCs? People copied used to get a copy of the "Please Sign" initial email, now only get the final signed doc. Thanks.

Has there been a recent D/S change for people who are CCs? People copied used to get a copy of the "Please Sign" initial email, now only get the final signed doc. Thanks.

295
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I'm trying to solve for the Conditional Logic if a Name is entered, then either SSN or DOB are required but not both and still allow both to be entered. Is there a way do this? Thank you!

I'm trying to solve for the Conditional Logic if a Name is entered, then either SSN or DOB are required but not both and still allow both to be entered. Is there a way do this? Thank you!

505
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I direct "complete" notification to a colleague when I'm on holiday?

How do I direct "complete" notification to a colleague when I'm on holiday? 

233
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have put in a lot of work and now I have to save it down and send them later when the client is ready to sign. When I tried to Save & Close, it won't allow me. The error message says "Envelope is not locked" how can I save my work?

I have put in a lot of work and now I have to save it down and send them later when the client is ready to sign. When I tried to Save & Close, it won't allow me. The error message says "Envelope is not locked" how can I save my work?

585
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a way to allow a planned signatory to redirect the request to another party?

Think of it as a recipient 'Correct', where they can override and redirect their signature request to someone else.

133
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When you share a document with another user does the other user then get the update emails. ie if the client has signed the forms? New to DocuSign and looking to check this for holiday cover. Thanks.

When you share a document with another user does the other user then get the update emails. ie if the client has signed the forms? New to DocuSign and looking to check this for holiday cover. Thanks.

74
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Does DocuSign QES comply with European Commission requirements?

I've been asked to look at using QES in our environment because the European Commission are soon going to mandate QES for their documents. Does anyone know if DocuSign's QES solution is compliant with European Commission requirements? I've searched for ages online and looked at various pages on the DS website, and the closest I have found to anything definitive is this: DocuSign’s standards-based signatures portfolio offers a range of methods to verify signer identities of signatories and is independently certified against European Commission-recommended technology standards....which I think is too vague to present to users who want something more definitive as it doesn't specifically mention QES.Thank you.

593
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
If you send someone a docusign link, and they have a forward rule on to someone else, can that someone else access the docusign link do you know? Or is it restricted to the person it was shared with

If you send someone a docusign link, and they have a forward rule on to someone else, can that someone else access the docusign link do you know? Or is it restricted to the person it was shared with

1392
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible to set up a DocuSign email Domain so the recipient doesn't see the following dse@docusign.net in his/her mailbox ?

Dear all,I'm wondering if we can setup the DocuSign email domain ?Best regards 

2751
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Initiate Template Matching from Template Page

I am new to DocuSign and didn't find this brought up in previous discussions. It seems that all of the instructions on how to use template matching is to start a new envelope. Is there a way to initiate template matching when creating a new template? All I want to do is update the text and layout of an existing template by uploading a new version of the original document the existing template is based off of. I see in the template list I can "Include" each template in matching, but nothing happens when I upload the new version of the existing template document, it just creates a new template and no visible way to merge the two.Thanks

613
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can I use Bulk Send (or another process) to send the same envelope to 300 different signers?

 I see where the Bulk Send option will send the same template as 300 individual envelopes, but that gives us 300 copies of the same document with one signature per document. We need only one document with 300 different signatures.

491
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I remove the copy view/watermark on the final executed documents? Thank you.

How do I remove the copy view/watermark on the final executed documents? Thank you.

7631
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do you add a date to a document that has already been signed by Docu-sign? If not possible, how can you send out a document by Docu-sign and date it later? (i.e. is there a field that can be completed at a later point?)

How do you add a date to a document that has already been signed by Docu-sign? If not possible, how can you send out a document by Docu-sign and date it later? (i.e. is there a field that can be completed at a later point?)

15391
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
exceeding envelope limit

we exceeded our envelope limit but we can still use esignature. Is it necessary to add envelope or we can continue using without adding?

2771
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have a user who had previously set up a free account. I added her to the Company account, but when she logs in with her email address, it still takes her to the "free" account How can I switch the associated account on her profile?

I have a user who had previously set up a free account. I added her to the Company account, but when she logs in with her email address, it still takes her to the "free" account How can I switch the associated account on her profile?

1040
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Making Template Fields Optional or Required

I'm creating my first template (to use in the Apply Template feature) and I'm not seeing a way to make the fields Optional, like you can in a regular envelope. There are some fields that will be optional (checking any boxes that apply), and others that I need required before they can complete the envelope. Anyone know how I can designate the fields when creating a template?

2443
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Docusign Employee
1 year ago

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