Core Capabilities

When my PowerForm is accessed through the URL, a message comes up that indicates they need to click a link. The link isn’t clickable and they have already gone to that URL to get to that point. Anyone know how I can get rid of that notation?  

Hello,Someone sent me a document to sign.I don’t want to sign.I don’t want to open the document, in which case they will receive a notification that I opened it. This is commonly used by scammers/fishing-attempts to fish for info or actions on things that take place on my end.I have been getting daily reminders for a while now to sign. It’s annoying. It’s a waste of my time to get these emails daily and to handle them.I have emailed the sender asking them to stop sending these. They did not.How can I stop getting these reminders to sign? It’s costing me a lot of time, grief, computer resources, and general annoyance, and it’s generally unfair to me to be bothered with this stuff daily.Thank you in advance.

Hi, I’m creating a contract template and put in conditional logic to display certain sections based on a drop-down field. I also placed Document Generation Fields in those sections, is it possible to do so? I published this Document Template but am getting an error when I try to use the Document Template saying that my document failed to generate. I am trying to brainstorm why it isn’t generating.Thanks!

We have many templates where signatories are divided in two parts. Someone from the first team signs  (signing group) and then someone from the second team signs (signing group). In between both signatures we have a step where a third party receives a CC mail, where they are notified the first team has signed so they can start their own, non-docusign related work.  The second team signs only when this third party team has completed their work, which is notified by email and not via docusign. The issue I have is that this third party intermediary should not be able to see the signatory of the second signature, for privacy reasons. By adding them as “CC” in a middle step they also have access to the final document, which includes the signatory of the second step and their details (name, phone number for OTP, email, etc.).My ideal scenario would be a “notification” step where the third party receives notification and knows they can start

I have a service agreement that can be filled out by 1 of 9 school districts. I have a dropdown on a webform with the 9 districts as choices. This is the functionality I want to achieve:- When a district is selected from the dropdown, the district information (address, city, state, zip, etc.) is automatically filled.- The recipient for the signature is different depending on the district. I want the signature request to go to the superintendent of whichever district is selected in the form field.Is this possible? Is there another way to set this up to achieve the functionality I am looking for?

Hello, I recently purchased a DocuSign plan “Standard” for our company.I purchased it with my email address, but I won’t be the one signing in the future, hence I wanted to change the admin/login email from mine to the one of the user who will be the signee. I logged into acount.docusign.com/me with my email address, started the process to change the email address, and received the confirmation code to the new email address.Upon entering this code, I receive the following error message. The same issue was already raised in this forum last year.I tried all the troubleshooting suggestions mentioned in that thread but no luck. Creating a new admin user is no o

I have a rename document step in each of my workflows but it looks like the report is only capturing the template file name, not the new name.  Is there a different setting I need to apply to get that new name to generate on the report?No filter in the current report, just pulling everything from the NDA folder.  It pulls in 17 records but many of the document names are the same.  Thanks for any assistance!

Hi everyone, I am trying to find out if DocuSign supports applying a template to multiple documents in bulk. At the moment, I have to go into the options of each document individually and apply the template one by one, which is very time-consuming. Is there a way to apply a template to several documents at once, or any workflow/tool that can help streamline this process? Thanks in advance!

Hello - has anyone used DocuSign for Bill of Lading?  If so do you have the standard plan?   Looking at implementing it. Thanks.

I’m an admin and have provided shared access to one user account to multiple users. When the users are trying to correct bounced back emails by using the Resend button, they can go in and commence correcting it, but then an error message appears “Something went wrong. Please try again”. The envelope is then showing status of Correcting, but no one can access it. The help material says this should be ok in 15 minutes, but not the case. When I test out trying to correct the envelope there is no issues. All users have been given “edit” access.

I have clients that might need to add an additional document, however, it would be as needed per client and per their discretion. Is there a way to give recipients the option to add an additional document? It would be the same document they are already signing, just additional ones. 

Hi everyone, i get this following message when clicking Open Docusign in Add Recipients pop up on Dynamics 365 integrationSystem.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Could not find a DocuSign User entity for the current user - transaction creation failed. I already created the DocSign User record, and User Validated already set to Yes. Thank you

Is it possible to remove the options below from an envelope on creation?  We don’t want our users to use this (force them to use AES/QES) and removing the option is the more effective method to achieve this.  

Hello,One of my users attempted to log in and received the error message shown below. I have reviewed their user profile, and everything appears to be in order. Do you have any idea why this user might be receiving this error message?thread::I9bTovqzJd6s8SXROMtUngM::   Best regards,Emad 

After all parties signed my document, Docusign changed SOME of the terms within my document into gibberish/symbols.I use Zipforms for my contracts, and only SOME (not all) terms that I included in the contract where changed to symbols once all parties finished signing.The issue is NOT my PDF viewer, as I viewed the document online within Docusign itself, and it shows the symbols.  Yet, on the previous completed envelope, that PDF does not have the issue.I’m going to resend a new envelope for re-signing, and we’ll see if the problem persists.  Yet, I’d love to know why this occured when I’ve never had this issue in 18 years using DS.  

I'm new here. When I use email to send signature request emails, I want to modify the style of the emails that users see. I have only found how to modify the color, subject, and email description, but there are many things I can't seem to modify, such as the text on the button, the text description for requesting signatures, etc. Are those can be modified?  

Hi everyone,I need urgent help.I was signing an agreement on Docusign and accidentally pressed ok halfway through when creating my signature. So now I have an incomplete and messy signature, and I am unable to change it.I have been struggling to find a solution to this, could someone please help.P.S I also created an account on Docusign but that doesn't help either.

Hi everyone,I’m about to send out around 300 documents and trying to automatically include the client name in a completed PDF file name when sending from a Business Pro account. This is so I can bulk upload the agreements into our broader ERP system, and I’m struggling to get it working.Here’s what I’ve done so far: Created a Custom Field (text) called ClientName Added this field to my template  Set the template name to include {{ClientName}} Tested by sending an envelope to myself and filling in the ClientName field As the client/signer I can complete the field ok and the document content looks fine But the completed document file name never updates — it always ignores the merge field  My questions: Does my account require an additional module or settings to make this possible? I’m on a Bu

I can't send a document for multiple recipients to sign because of the error "Your account isn't authorized to set the Allow Comments option." I don't see or want to enable comments, but that doesn't send the document for signature. Thanks.

We usually send envelopes that are signed by several people. Whenever a person has signed, we receive an email confirmation.We would prefer to receive the confirmation email with the final document only after all signatures have been completed. This setting is not yet possible. Would it be possible to implement this in the near future? Thank you very much and best regardsConstantin Heers

Hi, I’ve been trying to purchase a subscription plan for 4 weeks now, but I’m always met with this error message on the checkout page. "We're having trouble processing this request, please try again."I’m not able to open a case as well, since my account is now on a free plan. Please help me out! 

I would like the new “Show recipient details” option to be set to ON as the default so I don’t have to click it every time I need to see the details. I cannot find this as an option in settings. Please advise.

Hi, everyone!I have a scenario where the data collected in an initial form needs to be used to pre-populate the same table field in a new step using “Create or Upload Doc”.When the data being transferred is a table that contains multiple rows, only the data from the last row is successfully carried over and displayed in the corresponding table field. All other preceding rows are lost during the transfer even though it’s there in the input XML variable:<Witness_Container> <Witness displayName="" displayValue=""> <Name>John</Name> <Email>john@email.com</Email> <Marital_Status key="Single">Single</Marital_Status> </Witness> <Witness displayName="" displayValue=""> <Name>Mary</Name> <Email>mary@email.com</Email> <Marital_Status key="Single">Single</Marital_Status> </Witness>

I’ve been USING docusign for a number of years now as a customer.  Now I’m sending them TO customers.  So far it’s been a really good tool for allowing my customers the freedom to complete a transaction that doesn’t require yet another visit to a store and for me to alter jobs and get a signature for signing off on change orders. Wonderful.To which, I recently had a customer ( elderly, 1st time user ) some how calling me after signing that they some how ended up paying $300 to put the signature on my document.  This raised a large level of concern as I’ve never had a customer have this experience.  I sent myself the same document, but it was as clean as I’d expect it to be, with nothing veering the customer to pay.  I’m supposing that as a first time customer, the site brought them through an onboarding page, where they wandered into signing up for an annual standard subscription ( based on the $300 price tag ).Is there a repeatable way to help new users from ac

Can a approvers e-signature be forged/copied?Please I need more info here. Thank you