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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5521 Topics

Benjamin SchaeferNewcomer

asked in eSignature

Sign of using PDF scanned document

Hi there, I have a rather unusual question. I sent a document to a customer for signature an recieved a scanned PDF document with a handwritten signature besides my digital signature coming from docusign. Is it possible to upload this to the envelope, or do I definitely have to ask the customer to use the digital signing process. Best RegardsBen

21 hours ago

breynctzaNewcomer

asked in eSignature

You're done! want to sign another document? Order of next document

When signing a document the next document that is proposed is the most recent one to be approved however I would prefer to have the oldest one be proposed. Can this setting be changed? Reason being is if you’re always signing the most recent - the older ones will keep getting pushed out. First is first out. not last in first out

21 hours ago

Mike BeveridgeNew Voice

asked in eSignature

Shared access for Reactivated user?

Hi Community….hope you’re having a decent week. QQ - I’ve noticed that if had a user (lets call them User 1)….and they had shared access to user 2...if I close then reactivate User 1 - that user still has shared access to user 2?!….seems like a bug as I would have thought when you Close a user - any / all shared access is revoked by design, and would have to be set up again (post reactivation) ? Any help much appreciated. Thanks, Mike

23 hours ago

GregorNewcomer

asked in eSignature

NEW selections for Authentication since today and repeated authentication für Initials on each page ;-(

Dear support,Dear DocuSign community, I am struggling with some new features in DocuSign which I noticed today and for which I need a recommendation or solution:a. in the past I had 3 options for signing an envelopenow I have 5 (which one to use is now more complex as I have several partners who accept DocuSign but do not have an account) When I initiated the signage process in the past, I could just put my initials on each page of the doc and sign with the SMS → NOW DocuSign asks on each page for 1) the purpose of the initials and 2) the Authentication (that is wired and exhausting - please help) Thank you very much for your support!

120

1 day ago

gamalghazyNewcomer

asked in eSignature

Can Customer Sign First before my company signatory

I wanted to check if it is possible to have the client Sign first before our Company signatory will sign?

1 day ago

colmbyrneNewcomer

asked in CLM

CLM - Scheduled Report - Send via sFTP ?

Wondering if there is a possibility in CLM to schedule a report to run on a particular cadence and instead of sending to recipients via email to have it FTP’ed to a target destination.Thanks in advance.

1 day ago

colmbyrneNewcomer

asked in CLM

CLM - PowerBI

Hi there.Finding Reports in CLM to be pretty basic, I’m curious if others have experience of building/developing custom apps to pull out data (including Attributes) and push to PowerBI. Thoughts on this ? Best approach ?ThanksColm

1 day ago

Christos MouskosNewcomer

asked in eSignature

Can you transfer Envelopes across Sites?

Hello,Is there a way to transfer envelopes between Accounts in different Sites?e.g. from an Account in NA1 to an Account in NA2Thanks in advance!

252

1 day ago

PatrickoAUSNewcomer

asked in eSignature

Completed Documents Not visible in Completed Document Box

Hi,I’ve just received confirmation of completion of the Documents and want to download, but the completed documents are not showing up in the completed box.

1 day ago

mehul.shahNewcomer

asked in DocGen

Conditionally show a radio button group to recipient depending on merge field value

Hello, I’ve a couple of merge / sender fields created on the template.I want to show radio buttons to the recipient if one of the merge field value is true, else hide the radio button from the user.How to achieve this ?Conditional fields is not serving the purpose.TIA!Regards,Mehul Shah

1 day ago

globetax-devNewcomer

asked in eSignature

Agreen and Continue popup broken "Other Actions" in Chrome

This is the issue - It does not happen in Edge ? Any ideas - this is since the recent update DocuSign published. As you can see we are using Focused view embedded signing.Apart from the bug, like someone else asked in “New modal appear in the iframe” question, we understood the behavior about this popup only happens once per “Recipient/Signer”, similarly to Adopt a signature. Once agreed to this once per email address, it does not happen for subsequent envelopes to that person. Can you confirm? Also the answer in that question I mentioned does not really satisfy the question - can you elaborate of the intent. Personally, it feels right to a degree because you do have these Other options. But if you have signed something on behalf of say, abc@mail.com recipient, then do it again - you wont see this popup and thus cannot decline or finish later from a focused view (I am sure you are aware and one would have to add a Decline tag in the document which isn’t documented anywhere last time I

101

1 day ago

jmavNewcomer

asked in eSignature

People assigned 'receive a copy' are not getting it

I have to submit these docusigns signed by 1 person and 2 people receive copies. The 2 people who i have set as ‘receive a copy’ are not receiving them after the pdf is signed and dated. How can i fix this?

322

1 day ago

summercayNewcomer

asked in eSignature

Error downloading document "Recipient has not passed authentication steps"

I’m trying to download a signed document under my ID. It asked various security questions, and I apparently failed one of them so when I click on the download arrow next to the document I get the following message:{“errorCode”: “RECIPIENT_AUTHENTICATION_REQUIRED”,”message”:”Recipient has not passed authentication steps.”}I’m trying to find help on resolving this.Thank you so much in advance for the help.’Barbara

1 day ago

SueKNewcomer

asked in eSignature

PDF Document not applying template correctly

I have created a contract in PDF format. Every contract is for a different customer. The contract is partly populated from our database and partly completed with unique information in fillable areas and then saved. The contract is then uploaded into DocuSign and a template is applied. For some people this works perfectly, and all the fields are allocated the correct “initial/signature” spots. In all cases an initial pop-up window appears saying that “Form Fields were found” and once the template is applied, another pop-up appears saying “Template was successfully applied.” However, once we move to the contract itself, and the window below pops up with the option to “Keep PDF form data” and that is selected, we get a perfect contract, if this window does not pop up the initials/signatures are off to the right and aren’t lined up where they should be. I cannot find a solution to this problem online. I have looked at whether it is a difference between using Chrome or Edge and also

DCJNewcomer

A year ago we signed ONE document via Docusign tl sell a property. Now you are billing me $120 for the coming year. There is no “administrator” access, which you require to cancel. There wouldn't be one other than me. But without an “administrator” sign in I cannot cancel this charge and close my account, to which incidentally you denied me access to the one document I signed. We have no need or use for your services.How do we stop your $120 charge to my credit card and close our account.

336

1 day ago

blurr95Newcomer

asked in eSignature

Is a completed contract a final contract?

Hi, I have completed a Docusign only to find out that the business that I signed with is a sketchy one at best so I’m trying to go with another licensed business. I’ve reviewed the completed docusign and notices that only my e-signature is present and not the other party. Does this invalidate the contract?

314

1 day ago

jayrichNewcomer

asked in eSignature

bug : DocuSign University popup cards incorrect ?

I think the first and last index popups are reversed here Lesson 3 of 9 Docusign Integrations

192

1 day ago

Omkar_NaikNewcomer

asked in eSignature

Do i need docusign license for signing document?

Do i need docusign license for signing document?i know License is needed to send documents out for signature.

101

1 day ago

Jetson324Newcomer

asked in CLM

Can't download completed documents.

Getting this message in a white window:{"errorCode":"RECIPIENT_AUTHENTICATION_REQUIRED","message":"Recipient has not passed authentication steps."}

7029

1 day ago

Jeremie LCNewcomer

asked in eSignature

Is it possible to sign a document at a given time, then edit a secition of the signed document and submit it for final apprval?

Hi all, We are using a particular document in which there is an initial section that should be filled and signed by a set of individuals. Following the completion of the work described in this first section, the document must be updated with results and this final document is submitted for closure/final approval. The document template is currently a Word document. When we submit the document to Docusign for the first set of signatures, it will generate the PDF with signatures. Is there a way to have this PDF editatble for the second section (where some results are recorded) and the submitted again for the second set if signatures? Thank you!

162

1 day ago

borkodNewcomer

asked in eSignature

Access expired link for a document I did not sign

Last year, I was sent a link to sign a document. I did not sign the document. The link has since expired.Is there a way to access the original document that I was sent to sign?I’ve tried a few methods already:Link Using the security access code I created a DocuSign account with the same email that I received the link to, but I still don’t see any documents in my inbox / account I’ve also tried opening a support case, but I believe that is for paying customers. I received a log-in error trying to access the support portal.I am wondering if there is a way to access the original document I was sent to sign even though I never did sign it?Any help would be appreciated.Thank you in advance.

623

1 day ago

BMeuretNewcomer

asked in eSignature

Invalid Phone Number error - NO Phone number field included

I have prepared a document to send with 11 different signers. I am NOT sending any SMS (started to do this but didn’t realize there was a limit to how many could be sent this way). I went back and deleted each that had a phone number and re-entered their information with e-mails alone. When I try to SEND I keep getting the following error message:Phone Number is invalid. Country ID is missing. Recipient ID 21515681Can someone please tell me how to clear this error message?Thank You so much for your time and help

352

1 day ago

thoveyNewcomer

asked in eSignature

Updated Email Address

Hi. I recently asked my CFO and Treasurer to update their DocuSign email address to our company’s new email extension. They now have no access to their signed documents. If they kept the same account and only updated email address in profile, why aren’t they able to see their signed documents? Is there a way for them to gain access to them? Any guidance would be greatly appreciated.Thanks,Tammy

252

1 day ago

Desert DocsNewcomer

asked in eSignature

Documents that are not saved

I am noticing that some previous completed documents are saved in DocuSign and others are not. Can someone help me with what causes that and how I can ensure the documents will be saved in Docusign?Thanks so much🙂

SayedNew Voice

Could you add a signer in the signing order to download the contract and sign it manually? One of our external partners prefers a manual process for security reasons. Additionally, could you advise on the correct settings to apply for this adjustment?

2772

1 day ago

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