Core Capabilities

A customer fills out an  application. Once that application is approved, we use that information to fill out a contract. Is there a way to populate the contract with the relevant information from the application?

I have an agent who wants to transfer 100+ Rooms to an adim. is there a way to “Bulk Transfer”?

Where are the documents I signed more than 6 months ago?  I need them for my taxes but it only shows the last 6 months of documents.  I cant find them anywhere.  Banks keep all information available online for at least 18 months...until the tax deadline has passed so that customers can easily access the information when it is needed for taxes.  Is there an easy way to access my missing documents or does docusign just delete everything over 6 months old leaving customers with no information when its time to do their taxes? 

I used the Docusign web UI to drag and drop Custom tabs from the custom fields palette on the left side of the screen into a template. and saved it. how can I get the template's custom tab details? Does this have an API? I want to update the tab value of this respective template.

Good morning. I have a document for client approval that requires signatures of any three of four signers. Is there a way to handle this without requiring all four to sign?

The recipient of the signed documents is downloading to their files and when they try to open the document at a later date, it does not open and they are going back to the original email that they receive with through docusign with the Completed documents. They are stating that I need to extend the expiration date of the envelope they receive, but I think that if they are downloading the file on their end, and then cannot open that document that it is an issue on their end, not necessarily with docusign or the expiration date of the envelope.Thanks 

Are any SpringCM administrators using it to track Trademark (and other IP) registrations?  If so, do you have any recommendations for how to set up Attributes? Been using DocuSign for almost a decade, but new to SpringCM.

Hello,Our recipients have recently stopped receiving a custom scheduled report that we used to get in the last 11 days.Can anyone who has had similar issue in the past let me know how this was resolved? Thank you,

When it comes to e-signing of confidential documents (e.g. Human Ressources documents), can envelopes be sent confidentially despite shared access? 

Why am I being asked to take a selfie as verification of who I am?

What is the definition of "Envelope" when docusign talks about it?  Is that just a word they are using instead of document?  or is "Envelope" another word for "File Folder"????

I’m trying to review the new environment in demo to see if I need to update any of our workflows. I can see the new headers from some screens, but when I try to navigate to home it reverts back to the old UI. Anything I’m missing?

The inability to share folders is very inconvenient. It would really be helpful to organize envelopes according to our usage needs -- for example, by date that the envelopes will be used -- at different stages of completion. I would like to create a folder where other collaborators can add envelopes, or where I could move other shared users’ envelopes. As it is now, the only way to have all related envelopes in a single folder is to transfer ownership of envelopes.

We purchased a DocuSign Standard Edition through TechSoup 9 months ago and we are coming up on our renewal.  Has anyone gone through the process of renewing DocuSign that was purchased through TechSoup. TechSoup indicated in the original order “Note: Your DocuSign Billing and Usage page might suggest that an annual payment is due at the end of the year of service. However, your cost at that time will continue to be $0.00.”  I would like insight into how the subscription process works before getting hit with a $300 renewal fee. Will we get a communication from DocuSign as we get close to our renewal date? Thanks CraigP

How to remove Time zone from date stamp? I want to remove MDT 

My grandmother is being told that everything will be taken care of, can anyone use her signature provided they know her information or is there another way to use docusign.

I am a Docusign admin and have created a Group of 3 people but when I go to send an envelope to this created Group, it doesn't come up as a choice. Can someone help? I might be missing a step or need to get this enabled? Thanks! Dorothy 

One of our users gets delays on her emails.  When she sents docs the delivery of email happens the next day which is very odd.What might be the course of the delay?Her profile is correctly created.

I have a form that needs to be signed by one of two people. It doesn’t matter who signs it. Is there a way to send the document to both of the recipients and if either of them sign it, the form is now complete and will be emailed back?

I have the 5 envelope plan. I needed to change the recipient, but it won’t allow me to do that, so I had to delete the envelope. Do I get that envelope back? Or is that just a waste of one of my 5?

We have had multiple documents assigned to a Signing Group where the envelope will “assign itself” to a random signer within that group. We know it isn’t the representative going in and assigning the envelope to themselves as it is happening around 3am (which we would be closed by then) and they do not have access to assign to themselves outside of the company (behind a firewall). This also happens when someone is on vacation, out of town, so they would not show up to just assign themselves a document for no reason. Has anyone else encountered this issue? This has been going on since May/June of 2023.

I have a document that conditionally has one or two signers. The only person who knows whether the second signer is necessary - and what their email would be - is the first signer.  Is there any way to accomplish this in DocuSign?(Maybe I can use “Specify Recipient” signers with conditional routing??? I’m not sure if that’s supported though...)

Hi.  If an envelope has already been signed by all Signers, but one “Needs to View” recipient has not yet viewed, can that “Needs to View” recipient reject the folder and cause the signatures to fail?How do you move past the Needs to View participant if they will not view the document?

I have enrolled Docu sign for years, and before the expiry of one year in May 24, it said I exceed the envelopes that I never have the problem  before.So on April 5, 24, I have to enroll again, and the fee is $480 per year instead of the old one which is $240 per year.  I have called the office during April 5, it said there is only 100 envelopes per year, and each time that I send one doc.  is count as 1 envelope.  I would like to clarify if this is the case, as if 100 envelope is limit in a year is very limit, I would exceed the 100 envelope in one year. I am a realtor in Sacramento, as every transaction I have to send 4-5 envelopes.  So I think if 100 envelopes is not enough.  And I think the price is a pricy too.  Please clarify. 

Hello Folks, I'm routing bulk contracts (more than 30-40) in a single envelope and would like to know, if there is any way that can allow signer, just to sign on one and it will be captured by rest contracts in the envelope.I would appreciate your response, thanks.Best regards,Amol