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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5475 Topics
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Hello, I've set reminders and expirations for a bulk send on 12/1 but now I'm not seeing that they have passed the expiration date of 12/16. At this point, shouldn't they be in the "Expiring soon" folder? Please advise, thank you.

224
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible to have multiple recipients that need to sign, but only have the document go to whoever is next in the signing order?

I'm trying to use DocuSign to get approval signatures, but they need to be in a specific order.  I can set the signing order, but only want the person who has to currently sign the document to receive it.  Currently, all recipients receive the document when I send it out.  I have signers that don't want to look at something that has not been approved by their subordinates.  Is there any way to do this besides sending separate envelopes?

896
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I see other users draft folders in shared access

We would like to be able to view each others draft documents in the draft folder, when in Shared Access. Is this possible?

478
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When sending a document that requires a witness, I have to add the signature box, the name and text boxes individually each time. Can I save a group of signing fields to add in a single click rather than each of the 4 boxes each time?

When sending a document that requires a witness, I have to add the signature box, the name and text boxes individually each time. Can I save a group of signing fields to add in a single click rather than each of the 4 boxes each time?

190
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can I remove a signer?

Can I remove a signer?

8623
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
If a document has been signed already by multiple people and you need to resend it to the next person in the chain to sign, by hitting resend does this send a notification to the people who have already signed or just to the outstanding person?

Using "resend"

131
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Bulk uploads using csv files

I am trying to send a number of identical documents using your bulk upload template, however, the language field is not working correctly, it keeps telling me there is an error. I have tried every way of typing English (UK) but nothing seems to work. Anyone any ideas please?

151
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I'd like to have two signature blocks and have signers sign one of the two (not both).

I'd like to have two signature blocks and have signers sign one of the two (not both) - investors should sign as an individual OR an entity but not both. Is that possible?

192
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Identify
client is being told "we were unable to find your name in the public information database so you cannot access these documents"

client is being told "we were unable to find your name in the public information database so you cannot access these documents"

1981
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I download a digital certificate that shows the history of a signed packet?

Being asked for a e-sign certificate for a recent packet that was signed.

251
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I am using checkboxes on my powerform. The client only needs to check the ones that apply to them but the form is requiring them to select all of the boxes. How can I change this?

I am using checkboxes on my powerform. The client only needs to check the ones that apply to them but the form is requiring them to select all of the boxes. How can I change this?

281
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do you set up a document where an eSignature needs to tick an endorsed/not endorsed check box?

How do you set up a document where an eSignature needs to tick an endorsed/not endorsed check box?

141
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I attempted to send out an envelope and forgot to prioritize signatures, so it went out to all signers at the same time. Can I correct this and resend or does is this envelope have to be voided and recreated?

I attempted to send out an envelope and forgot to prioritize signatures, so it went out to all signers at the same time. Can I correct this and resend or does is this envelope have to be voided and recreated?

63
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Rooms
is it possible to create a data room, here ? to give acces to person just to consult them ?

is it possible to create a data room, here ? to give acces to person just to consult them ?

213
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to display Custom Field values to "Needs to View" recipients using Bulk Send

We have created a template and several custom fields. The custom fields work great for the recipient that needs to sign the document, but we also want the recipient with "Needs to View" permission to also be able to see the values in the custom fields.Additionally, we cannot figure out how to use Pre-Filled fields within the Bulk Send process and have several thousand envelopes to send out, so cannot be hand typing everything.Please let us know how we can accomplish what is needed (Same template for everyone with both text values and check boxes, pre-populated from a spreadsheet & sent to both "Needs to Sign" and "Needs to View" recipients).

581
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Merge two DocuSign Accounts with the same email address

Is there a way to merge two DocuSign accounts with the same email address? One account was the free version, and the other is our paid, production account.

16141
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Some, not all, DocuSigns are showing up in my manager's Inbox. She is not receiving any notifications either.

Some, not all, DocuSigns are showing up in my manager's Inbox. She is not receiving any notifications either.

1024
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Login Policy

I am trying to make change to my companies login policy. I remember changing it but I think DocuSign moved. Right now I have it on Identity Provider but I need it to be changed to Identity Provider or Username/Password. Can any tell me where this option is at now. I check domains but its not there.

124
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I edit a document that have been signed wrong in the envelope? And how can i add another document in the middle of the process to be signed.

good morning I have to know with urgency how can a person edit a document which is have beeing filled up wrong.and beside that i cannot insert another document to be signed in the middle of the process on the same envelope.Thank you very much.

991
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I fix this error? Account does not have permission to set Allow Reassign

I cant use Docusign for anything became of this error. HELP??

1171
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is mail merge possible within docusign we are using docusign esignature

Is mail merge possible within docusign we are using docusign esignature

414
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Cannot create merge fields for envelopes - "Attempt to de-reference a null object"

I try to create merge fields on our sandbox but it keep on saying "Attempt to de-reference a null object". It happens right after I navigate to the feature. We used to use DocuSign Esignature but then I have installed DocuSign App Launcher over it. Do I need to reinstall Docusign or there is a setting I don't know?Thank you.

1234
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I upload the attached document so a signer can complete this form by adding text in the text fields and placing a check mark in the boxes provided, either YES or NO?

We want to upload the attached PDF file and provide an option to the signer to fill in the information that is requested and then be able to place a check mark in either YES or NO boxes. HELP, can this be done in DocUSign? If this can be done, would the document need to be uploaded with Adobe PDF fillable fields or rather a blank form with no PDF fillable fields?Thanks a bunch. Lori & G2

291
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I see the email address for a Pending Linked Account?

When trying to link accounts in DocuSign Admin console, it does not display the email address for the user that it is sending the invite to, it simply displays their name.Additionally, when attempting to search in the Users dashboard, it only allows for an email address. But since the console does not display the email address, I'm unable to search for the user that I'm trying to link.

137
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I enlarge the esignature on documents? It seems very small?

How can I enlarge the esignature on documents? It seems very small?

401
C
Docusign Employee
1 year ago

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