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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

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5672 Topics
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Docusign Employee
Community UserLegacy User
asked in eSignature
I accidentally added myself as signer, I need to remove it. How do I do it?

I accidentally added myself as signer, I need to remove it. How do I do it?

611
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a way for the initiator of a Powerform to view the progress of that Powerform from within DocuSign.

Is there a way for the initiator of a Powerform to view the progress of that Powerform from within DocuSign.

1253
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
can I access a signed document that someone else sent?

I co-worker sent a form to a client..........but the co-worker is now of vacation and cannot access docusign. Is there a way for me to pull the signed form from her docusign link?

3392
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Identify
Verification page needed.

I need to send a verification page when I send back a signed document - so my bank says.  I can't figure out how to add that to my app set up so that when I sign a document it includes it. I am using the app. Thank you.

231
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Hi... i have a document which was signed by 4 people... but later found out that one of the signatures was wrong... can I edit and ask the person to sign again although the 'process' was complete?

Hi... i have a document which was signed by 4 people... but later found out that one of the signatures was wrong... can I edit and ask the person to sign again although the 'process' was complete?

281
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
My document shows "completed" and I have the certificate, but when I open the document, I don't see the signature. Could the person have left it blank and submitted it?

My document shows "completed" and I have the certificate, but when I open the document, I don't see the signature. Could the person have left it blank and submitted it?

2283
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to remove the PowerForm Signer Information form before the actual document.

I have a powerform embedded via an iframe and when someone goes on the public document page they have to fill out the powerform signer information that asks for a name and email and afterwards they are taken to a screen where the actual document is. Is there anyway to remove that first screen?

661
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
why does it repeatedly state “validation of PDF failed”? how to fix?

why does it repeatedly state “validation of PDF failed”? how to fix?

8620
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Once you have sent a DocuSign and the recipient has completed it can the cc'd recipient or the main recipient log back into the email at a later date and view the DocuSign content?

Once you have sent a DocuSign and the recipient has completed it can the cc'd recipient or the main recipient log back into the email at a later date and view the DocuSign content?

2915
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I've created an elastic template and embedded on a webpage. I can view responses in the web app when logged into my account, but can I generate automated notifications (e.g., emails) to designated people when someone accepts or declines?

I've created an elastic template and embedded on a webpage. I can view responses in the web app when logged into my account, but can I generate automated notifications (e.g., emails) to designated people when someone accepts or declines?

193
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Signing Group Needs To View

I have a Signing Group established with two individuals. There responsibility as a recipient is Needs To View. The history of the envelope shows that one of the individuals has opened and viewed the document, but it is still not being forwarded to the next recipient.In this situation, does it requires both individuals in the signing group to view before the document moves on?

380
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to get flexibility to send document to the multiple users and to get the document signed by any one of the recipients , and it doesn't matter which one signs it ?

How to get flexibility to send document to the multiple users and to get the document signed by any one of the recipients , and it doesn't matter which one signs it ?

191
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to delete one member of an almost completed e-signature document?

How to delete one member of an almost completed e-signature document?

340
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
What is the process for a signer without a DocuSign account to sign an envelope?

I need to write a work instruction for our clients (who do not have or want a DocuSign account) to sign envelopes through notification emails and can't find directions for this process (preferably with screen shots) anywhere. Help

10833
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When our client received her DocuSign package, she changed her signature to her birth name, but we need her name to appear as we had it previously entered. Is there a way we can reset the system to how we had it entered?

I changed her "Name" to how we wanted it to appear and kept her email the same, but once she received the package, the signature still appears as she changed it (her birth name). Do I need to void the package and start over?

271
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I change my Docusign invoicing information?

I need to receive the invoices under my company name and not under my own name, and there is no way to edit the billing information in the Settings panel

1853
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have a document that requires initials and signatures from two different parties. I would like all items signed in one document. how to do I send to different parties to get all signed on one document?

I have a document that requires initials and signatures from two different parties. I would like all items signed in one document. how to do I send to different parties to get all signed on one document?

571
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Signature failed

The signers for an envelope are getting an error message when they try to sign. Both signers are unable to sign. The attached document shows the error message they are getting as well as an excerpt of the envelope history which shows the failed activity.The document is large - 18 MB and 98 pages. Could that be the problem? It is my understanding that documents can be up to 25MB and 2000 pages. Is that not correct? If you have any idea why this is happening, I would appreciate it.Thanks, 

584
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to set signing order by default?

So my company has three accounts and one of the accounts , set signing order is on by default but the other two dont? Is there a admin setting for this?

1553
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Change of Logo

We have moved to Atlas and our old logo is coming up on docusign. If we can please change asap.Thank you

513
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have a document that two recipients must complete. However, I only have the contact information of the first recipient, and the first recipient can select who will be completing the remaining part of the document. How to do so?

I have a document that two recipients must complete. However, I only have the contact information of the first recipient, and the first recipient can select who will be completing the remaining part of the document. How to do so?

61
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can the sender edit a document after it has been signed

Can the sender edit a document after it has been signed

432
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Rooms
Does anyone know how to change the office on existing DocuSign Rooms?

We created two offices in DocuSign to organize transactions, one for residential and one for commercial. Agents did not select the correct office during the Room creation. Is there any way to change the office after a Room is made?

143
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Unable to upload document - No "Start" Field

I have the DocuSign extension for both Chrome and Edge. However when I log into DocuSign, I do not have the field/prompt/"Start" button to upload a document. How do I fix this?

2431
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
My brokerage requires an "e-signature certificate" from Docusign for each transaction. Where can I find this?

My brokerage requires an "e-signature certificate" from Docusign for each transaction. Where can I find this?

211
C
Docusign Employee
1 year ago

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