Core Capabilities

I am wondering if there is a way, that while an employee is away on holidays, who is expecting to receive a signed envelope they had previously sent, can another employee view that envelope somehow?Thank you

I have a PDF that needs signature. The person who created the PDF included name and title of the signer in the PDF (which is not editable).  I would like the NAME and TITLE FIELDS to NOT be Opaque and to OVERLAY the Name and Title that is in the file as if it was never there.  This way the person who is really signing the document will be the only name shown.  Is there a way to define the fields to not be OPAQUE?

HiWhen sending docusings between employees not all user receive an email that they have a docusign to complete. Sometimes we can do a work around and find it on the home page of the users profile, but some users do not have a pending docusign there either.  This seems to only be with internal users at the company. Thank you,Melissa

Is it possible for completed forms to be redirected to a colleagues account when I am out of office? I have annual leave coming up and I am waiting for some clients to sign forms still but if they are completed while i am away, no one in the office will have access to the forms.

Hi all, I am trying to see if we can utilise DocuSign for one of the forms we use to collect signatures from a committee.There could be up to 15 people this needs to be sent to and each person has to provide 2 signatures each.The pain point we have is that these committee members are voted in at an AGM, so we don’t know the names of the people or their emails in advance. Any ideas on how I could approach this, I am not even sure if this can be done? 

We have a simple Web Form setup that is not advancing past the form edit/review page to the actual DocuSign signing screen. As the creator I can paste the link into a browser and flow through the process correctly, but when I share the link to others they can only start the form, enter their information in the form fields, then review what has been entered. Once they click that final “next” to go to the full document to sign it, the form freezes and goes no further. We have tried on multiple machines and used multiple browsers.

Hello, I am running into a problem when trying to create a field where there are two or three fixed options and the field will be populated based on the document creator’s selection (and not show the other noon-selected options). The specific scenario is in creating a uniform employment contract where my HR administrator can select from a series of pre-approved (re: lawyer approved) pay terms depending on the employment offer or agreed terms with the employee. I attempted to utilize a dropdown field but was dismayed to find out that you cannot adjust the size parameters of the dropdown box. The length of some of the options exceeds the width of a page when placed on a single line and a dropdown box limits the text it shows to a single line in lieu of wrapping it to fit the space. Is there a way to allow the creator of the docusign document to select from a series of 3 or 4 options to populate a text field? 

I started with a contract template.  Made changes and added new documents to the packet to send to clients for signatures.  I see all the changes and the flags but when the customer receives it, my documents have no flags and all the data I have inputed have vanished.  When i go back to correct, I can see all my flags and data in the document.  Not sure what I am doing wrong.  Please help.Thank you,

Hi,I would like to create a link that I am able to create, copy and share with people to sign the DocuSign myself rather than DocuSign sending the email to the addressee. Something alike a SharePoint document where users are able to share a link.I have seen the instructions on how to create, copy and share a link DocuSign for Salesforce.Thank you,Rachel

I cannot see checkbox boundary in a signed/completed document.  Only “X” can be seen in the selected box.  I can’t also see any option to change format in properties.  Could anyone help?

we are facing an issue with DS, in which signatories and people set in cc are being asked to login 2 or 3 times before they can open the document; and in some cases, they get an error message after they login.

When I receive an email on a docusign form, it does not show my signature. It just says “Docusign” in cursive. I thought that it might just be that I haven't signed into my account. So I log in but when I open the file from my email it still shows the docusign signature. Please advise.  

Doc is showing complete but it is not.  Can I reopen?

Dear Community,I want to  use bulk send with 600 emails but it display only 50 emails. Can anyone help with this?

Hi,How can I know which version of DocuSign (CLM or CLMCM) I use? It doesnt show it in my profile

Hello, We are sending contracts out to various vendors, but each agreement can vary slightly. For example, one may be net 30, one may be net 45, or one agreement could have a line crossed out. With that said, we are adding a wide variety of drop downs for the vendor to complete, and adding each box to each agreement is time consuming.Is there a way to create a template with the same text boxes to fill out, and then make the slight edits to the actual agreement within Docusign?Thanks

Worked out how to do this… I had collaboration switched on so please ignore Hi can any one help? I’ve created a formula field that looks at a set of drop down boxes that gives a score of 1 to 3 the formula then gives me the total value of all the drop down boxes.  I then use the same form and create a copy to save me having to recreate the entire document from scratch.  However when I do this the formula doesn’t work any more on the copied document and I have to recreate all the drop down boxes again for it to work. Any one know a way around this or why it’s doing this? 

What is the best way to increase the signing link expiration time(48 hrs/5 click)in remote signing option? Or is there a way the signing link will not expire for the recipient signer? Thanks!Belal

I am very new.  How do I create a document in DocuSign or upload one I have already created for signing? 

My role is to review and approve all documents and forward to president with recommendation for signature.  I cannot tell whether my attempt to approve will result in me unintentionally signing the document.  Docusign seems based on simplistic idea “Click here, and you’re all done!”  The real world is more complicated.

We allow Document visibility by going to advanced options and under ‘Recipient Privileges’  checking ‘Recipients must be signers to view signed documents’.When we have multiple documents, and some signers sign some documents and not others, the signers who do not sign a certain document cannot view that signed document if they are not a signer. The workaround we came up with for this was to add a small blank ‘read only’ text box for that recipient who was not a singer on the document they are not a signer on in order for them to see it.Hoping there is another way around this issue. Thanks

Is it possible to set the document to save a signer’s progress so they can come back and finish it later?

I am trying to send documents to be signed and i enter the name and gmail email address and got the message below. Please provide work around .   

Hi,I have signed a scam email with DocuSign, regarding a reservation of an hotel, by Royal Visit (email: sales@royal-visit.com). Luckly I did not give any bank information, even if (reading now better the document) it says so. What can I do?