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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

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7284 Topics
P
Newcomer
PennywrenNewcomer
asked in eSignature
Tax File Dec Australia

I've been told if I upload an editable version on the tax file declaration form into docusign it populates the fields that need to be filled in by the employee.I can't find an editable version though. Does anyone know how to do this?

3372
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Community Moderator
Todd Ritrievi
Newcomer
Todd RitrieviNewcomer
asked in eSignature
DocuSign Audit

I am new with DocuSign, but have a question, in the past I've told people that we should not accept our documents that customers sign using the customer's DS account.  For instance, we mail or email a document for their signature, and they use their DS to electronically sign it.  I have not accepted those because I was afraid that, in the event of a dispute in the future, I might have problems obtaining the audit information from DS since it wasn't my account.   am I right to take that stance?

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Community Moderator
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Newcomer
parraNewcomer
asked in eSignature
Adding witnesses

I have the standard (£240/yr) plan and I cannot enable witnesses in Sending Settings. Help please!

852
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Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I change the email that I use to log into my account? I have tried through profile settings - it sends a verification code to the correct e-mail address, but when I enter the code an error message pops up. I have tried logging out but no luck,

How do I change the email that I use to log into my account? I have tried through profile settings - it sends a verification code to the correct e-mail address, but when I enter the code an error message pops up. I have tried logging out but no luck,

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Newcomer
A
Newcomer
AlimayNewcomer
asked in eSignature
moving docusign box on the page

Hi there, I have never had this problem before, but now, I can’t move the signing box on the page to the position I want.  Normally use Apple Pencil but nothing works, it positions on the page and unmoveable.  

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Community Moderator
D
Newcomer
Dayane StefaneNewcomer
asked in eSignature
Modificação de agenda de contatos.

Bom dia! Gostaria de saber a possibilidade de alterar o nome e e-mail dos contatos salvos em nossa agenda de endereços. Possuímos muitos colaboradores que comumente trocam de endereço de e-mail e causam uma confusão pois não conseguimos editar ou excluir o e-mail antigo e acabamos enviando documentos para e-mails incorretos ou que estão em desuso. Além disso, gostaria de ver sobre a possibilidade de compartilhar minha agenda de contatos com outros usuários do docusign para que não precisem cadastrar todos os e-mails novamente à medida em que precisem enviar envelopes, pois isso gera um atraso que poderia ser evitado. Desde já, agradeço. Atenciosamente, Dayane.   Good morning!I would like to check the possibility of changing the name and email of the contacts saved in our address book. We have many employees who commonly change email addresses and it causes a confusion as we are unable to edit or delete the old emails and end up sending documents to incorrect or disused adresses.Further

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Community Moderator
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Docusign Employee
Community UserLegacy User
asked in eSignature
I would like to send a Bulk send with customized documents for each recipient. Is that possible? If not, could I share a standardized document and add a custom field to the template which would be populated by info that I add to the bulk CSV upload?

I would like to send a Bulk send with customized documents for each recipient. Is that possible? If not, could I share a standardized document and add a custom field to the template which would be populated by info that I add to the bulk CSV upload?

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Newcomer
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Docusign Employee
Gil.ParraDocusign Employee
asked in eSignature
Stop notifications to user sho shares templates

If i create a template and share it with other users, I am notified of its completion along with the document itself. Is there a way to prevent this happening? I am the admin and want to create templates to share with my user groups and not have them alter them, but for internal compliance purposes I should not have visibility to the completed documents themselves. 

414
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Community Moderator
N
Newcomer
NaplesTherapeuticNewcomer
asked in eSignature
In Person Form-Sign and Reset

We are a Non-Profit looking to streamline the process of visitors signing a Hold Harmless Agreement upon entering our facility.  I am looking to see if DocuSign has the correct format for us where we can upload a document and have multiple people sign the form without uploading it again and again.  Most forms will be signed in person but some will be sent in bulk groups.  Could someone assist with describing this process before we commit to the program?

482
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Community Moderator
J
Newcomer
jalbiez22Newcomer
asked in eSignature
Esignature

I can no longer find the Manage documents tab that I used to find under ESignature when I log in.   

312
N
Community Moderator
L
Newcomer
lborowskiNewcomer
asked in CLM
CLM.CM migration to CLM.DS

My company is under the original SpringCM platform and it sounds as though we would need to migrate over to the CLM.DS platform in order to utilize some of the new add-ons/tools. I tried finding information how what the migration would entail but haven’t found anything. Has anyone gone through this migration yet? Any feedback would be greatly appreciated.

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Docusign Employee
J
Newcomer
joy mckayNewcomer
asked in eSignature
I cant see the attachment tab when editing template

I have a business pro account, and I have the signer attachments setting enabled. But when I create an envelope or use a template, the option is not available to me. I have both settings turned on.What am I doing wrong? 

2018
N
Community Moderator
Justin Jiang
Digital Collaborator
Justin JiangDigital Collaborator
asked in CLM
Web Client in CLM Workflow

Has anybody used the Web Client workflow step for integrations? How does it handle error responses.

1001
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Docusign Employee
L
Newcomer
lshaikNewcomer
asked in CLM
Download multiple envelops\

How to download multiple envelops in one folder.  Instead of one envelop at a time.

271
Justin Jiang
Digital Collaborator
P
Newcomer
proussNewcomer
asked in eSignature
Downgrading to Free

Hi - I’m trying to downgrade to a free plan but all I’m offered are plans starting at $10 a month (Personal?) and up. I’m currently in a trial period for a business plan that I somehow ended up with by accident - I suppose I could wait until the 30 days are up but it seems silly that I can’t downgrade until then (or is that the design not a bug?).  What am I missing?Thanks

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Newcomer
J
Newcomer
juciNewcomer
asked in eSignature
Date format is not according to signer's timezone

Hi!I have some documents that have two signers with different timezones and the documents are showing my timezone and date format on the “date signed” field for both signers.Is it possible to have different timezones and date formats in the same document? If yes, how do I set my account or the document so the “date signed” field shows the signer’s timezone and date format and not mine?Thank you!

5719
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Community Moderator
M
Newcomer
Michael BluemnerNewcomer
asked in eSignature
Signed docs suddenly don't show in inbox

Hi There, I tried several times but my signed documents do not show in my inbox, hence I can't download together with the certificate. Please help anybody. I am on a personal plan. Thx in advance, Michael

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M
Newcomer
U
Newcomer
Uriah KaneNewcomer
asked in eSignature
Unable to Access DocuSign's central ecosystem, including ability to Send documents

After logging into DocuSign, we noticed a new logo. After gaining access to my profile page, I am unable to gain access to the central DocuSign page where we would normally go, to upload documents for client signatures. It seems like all I have access to, are the setting options (privacy & security / connected Apps / ect). If someone could help out, and provide instructions on where to go to start a new DocuSign package to send out to clients, it would be greatly appreciated. 

313
Justin Jiang
Digital Collaborator
J
Newcomer
jbohlsNewcomer
asked in eSignature
Email signature

Does DocuSign have a setting that would allow a user to set up a standard email signature so that every time they send an “envelope” for signing, the signature appears below the email message? We cannot use Templates because each document we send for signing is a custom generated form. When I say “email signature”, I mean:namecompanyphone numberemail addressetc.

812
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Community Moderator
A
Newcomer
Asli TarcanNewcomer
asked in eSignature
Powerforms Acess code doesn't work can i remove it from asking for a access code?

Hello,I’m having trouble about my PowerForms when i send it to someone they always need a access code,I know they recieve the code from email but this doesnt work sometimes because of that can i remove the bypass the access code phase? thanks in advance

1102
A
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When sending a document for multiple signatures, once it has been signed by all parties can this document then be sent to all rather than just the DocuSign account holder?

When sending a document for multiple signatures, once it has been signed by all parties can this document then be sent to all rather than just the DocuSign account holder?

2302
V
Newcomer
Q
Newcomer
Quin1024Newcomer
asked in eSignature
Multiple signers on a document only if a conditional rule is met

I have a document with 3 checkboxes. When each checkbox is selected individually it will route to the correct signer. However, if 2 or more checkboxes are selected I need the document to go to Signer A and Signer B for approval and signature. I can’t get it to route to them both. After one signs the document completes.

1622
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Community Moderator
H
Newcomer
Harriet MNewcomer
asked in eSignature
Password requirements settings

If I change the password requirements for my organization, what happens to the current users who have a non-compliant password? Do they need to change it?

662
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Community Moderator
Riskoptima
Newcomer
RiskoptimaNewcomer
asked in eSignature
Started getting an error message right after I tried to authenticate my own signature

I received the attached error message. What should I do?

802
C
Community Moderator
I
Newcomer
IdaNewcomer
asked in eSignature
directions for first time user

Hi, I’m an administrator for our company’s Docusign account.  I have just added a new user.  Customer rep told me that I would be sent an email to forward to new user to read, but I didn’t get.Is there a link or articles for new user I can forward it to him, assuming he’s never used DocuSign before and now has a user account to sign and send envelopes? thank you 

602
C
Community Moderator

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