Core Capabilities

My name is Angela Loston, and I work on behalf of DPH Financial.  I am having trouble with changing some text in a document that DPH Financial has created.  Every 2 years, Debra Hartsfield, the owner of DPH Financial, will need to change fees that are listed on 1 of her contract templates.  How do I change the fees without having without the entire template having to be changed again?  If someone could, please email me at *********@yahoo.com or call me at **********.  Whatever help you can offer will be highly appreciated.  Again, I am working on this contract on behalf of DPH Financial and Ms. Hartsfield.  Thanks so much!

I cannot get a form to go to our subscribers as DocuSign wants me sign first which is unnecessary. Background info we have a credit card form that only needs the receiver/signer to complete. We do not need to do anything with the form on our end. 

Hello Community,I am trying to get some more understanding around recipient visibility in regards to recipient details. Our team is trying to send an envelope to potentially multiple recipients where we do not want recipients to be able to see the other recipients’ details (i.e. email address, recipient name, etc.). Is this something that is possible currently? If so, how do I accomplish this.To add clarification, we know of document visibility settings but this would not accomplish hiding the details of a specific recipient as document visibility settings relate to the documents specifically.

I sent documents  to be signed and there are chat button on top of the signature boxes. Client is unable to sign.

need to embed video into documents either pdf or powerpoint

Hi,Looking through my summary (Certificate of Completion) and the signed document itself, I cannot find any evidence of the Signer ID. I can see the envelope ID and IP addresses. The Signatures Panel also nothing on the signer’s ID. Where can I find this data? Thanks. David

The scenario described by the business: the legal team is responsible for managing the e-contract signing processes via DocuSign, and in parallel provide the status of the signing progress to their internal stakeholder. The process of updating the stakeholders is done manually, and time consuming for the legal team, as a result, the legal team wants their internal stakeholders (with no access to DocuSign) to receive email notification each time there is a change in the e-signing process/status. By default, all notification are turned on, and it doesn't fulfil the business needs.Receives a copy - How can we utilize this to ensure at each stage of the transaction, the internal stakeholders will receive notification once each of the recipients actions on the envelope, consider a scenario we have 4 recipients to receive an envelope as shown below:Recipient 1 - Needs to Sign - Notification to be sent once document is SignedRecipient 2 - Needs to View -

Hi All,Novice docusign user over here.I’m running a very small (~24 people) proof of concept for a medical device software application.  As such, we need to gather informed consent from participants in a manner that they can refer back to the document in the future if need be.  I’m trying to make the informed consent experience as seamless as possible with as few steps as possible.  I have a few things I’m struggling with if anyone can help me out.Am I able to generate a link from docusign that would take a patient straight to a template version of the informed consent document without having to create a login?  Ideally, we would have a link that people could use to access the document, they can review and if they approve they can input their name, signature & email address.  Afterwards, we’d have the informed consent on our end & the patient would receive an email version of the document.I appreciate any help you can provide!Thomas

It's very strange why our account has been suspended. We are currently unable to sign the contract. Please help investigate the reason. Thank you very much 

Hello  I wanted to know if it was Possible to transfer powerforms that I created in a production environment to my DocuSign Demo environment without having to re create each powerform. thanks

Apparently this is difficult for me: I need to simply input a date range and get a list of envelopes with links to the associated documents for each envelope. Envelope reports only show a field for the envelope ID, and searching in the Manage tab doesn’t show all envelopes sent. I assume the latter is associated with the user that sent the envelope not being me, as we use Salesforce integration to send our envelopes. I have tried many different things with envelope sharing, but nothing has worked.

 Hi,I have 2 dropdowns.I want a text box to show a different output based on what the requestor chooses in the 2 dropdowns.Say the requestor chooses CITIBANK in dropdown 1, and EURO in dropdown 2I want the text box to say “CITIBANK EUR BANK DETAILS ARE 123546456”In Excel, it would be something like “If(AND(A1=”CITIBANK, B1=”EUR”),<details>,0)I can’t seem to figure out the logic required to do this using the DocuSign conditional fields and formula fields. Any help would be appreciated, thanks

I’m using a template and I’ve filled out all necessary fields but when i click on the “sign” and “initials” to sign and initial my name nothing is appearing in fact I can’t sign my name at all. I’ve already adopted a signature. Help. 

Is there a way to report on the Template or Envelope on for the “Document Custom Field” values?I would like to report on envelopes that have certain “Document Custom Field” values. I am unable to find if this is possible or not.I can find the option to add “Envelope Custom Fields” but I need “Document Custom Fields”.We use these to tag documents with certain values, and I would like to be able to run a report to identify these values before exporting documents via API/Retrieve processes.

All DocuSign documentation shows that the 21 CFR Part 11 meaning of signature settings and ability to edit are a part of the branding settings, however the branding settings are locked out for my client’s account. Can someone please help me figure out if this has recently changed? 

How can I change my Logo on my homepage? I have already updated it in settings under Brands.  

Hello, Trying to create formula field to validate age age 18 years or above and when I used the Datediff and created date of birth filed and today’s date but I keep getting the below error message, any recommendation on the correct steps?   

If a signer has not signed within a certain timeframe, is it possible to bypass this signer and move to the next signer?

I have been trying to send a document to a client. I am filling out information before sending. When the client receives and opens the DocuSign, the document is blank and they do not see the information I’ve added. 

Hi all, In our sales team, we’re using Docusign to send out quotes. Since we need to countersign each quote by our CCO, I want to make him a mandatory recipient. Without the need to do this every single time.  How can I set that up in Docusign?Thanks

 error message :You have attempted to access a restricted URL. If you feel you have reached this page in error, please contact your internal system administrator . Transaction Id: 09bfb3b8-59db-4479-83aa-cb1978356951 Appears often, then I wait about 15 minutes or half an hour and everything is back to normal.Anybody knows what the problem is?

I want an email option for when I send documents to my clients 

I have created a Docusign account with my company email and signed up for a trial period.Later, my company registered my email to be on their paid subscription.However my email is still on the trial version. What should I do? Thank you

I have an existing template to which I have added a new form with numerous fields.  I would like to just copy this new form from the template I’ve already added it to and paste it into another already existing template.  This would be much easier than recreating the form and all the fields.  Is there a way to do this?  I’ve tried everything I can think of.

the downloaded invoice(168,000 KRW) from Docusign site and the credit card invoice(173,268 KRW) are different. anybody knows the reason why?