Core Capabilities

Good Morning, I’ve been trying to change my email address, Docusign will send code to email address I wish to change to I get this message (please see screenshot attached). Can anyone help/advise Regards Suz 

my documents are cutting off part of my paperwork on the right side of the form. how do you adjust the border?

Hi my trial ends tomorrow but am unable to cancel my free subscription after following the prompts under account and billing. Can some one talk me through this cheers

I often send documents to multiple people, but I am not getting notified as they sign. I have to actually login to see where the signing status is. I used to use AdobeSign, and they notified me at every step. I can’t figure out how to turn that setting on in Docusign? The only thing I see about it is five years old. Thank you!

Is it possible to have just the day of the week populated? For example, if the document says:Signed this _____ day of April, 2024. Can I select something other than the Date icon (which reflects the full date) to populate just the numerical day of the week, i.e. 24?Thanks

I have a Canadian citizen who is signing a US document.  When he puts in his ID info, its not letting him say he lives in Canada.  Any of you run into this issue? 

Hi all, I’m creating a new eform and have a text field which I’d like to show as N/A by default unless the text is changed by the person inputting. When I put in N/A into the Default value and save it’s coming up with an error each time.   Does anyone know why this is happening or how I can resolve?  If the inputter clicks no to business approvals I want the form to default to N/A otherwise it comes out as blank.    Thanks

Hi, still new, 2nd question, Day 1… thanks for your patience.I placed a payment item on the last page of a power form.  when I review the form, as the end user, the payment item is mearly an icon with text.  It has no purpose. When the form is finished the payment gateway opens as it is intended. all fine there.My question is how do I place the payment item, but not show on the form?  Thank you.See attached PDF 

I’m struggling to understand the difference between these two concepts - setting someone up as a Delegate or Sharing Access.  How are they not the same thing?With Outlook, making someone a Delegate is a common thing - they typically have Send on Behalf Of rights, as well as creation and editing permissions.  I know that a calendar can be shared with someone that isn’t a delegate.  The concept has made sense for a long time.Not so with DocuSign.  I need to give my attorneys a clear cut answer:  Make someone a Delegate if you need them to XYZ.  Share Access with someone when you need them to ABC...

I’m very new to Docusign. Day 1… Almost everythig is very straight forward. Except for the Start Tab at the beginning of the form.I have a fillable form. A rental application to be exact. when the applicant opens the form, the first thing they see is the Start Tab. The applicant will be inclined to press that tab first, bringing them down to the end of the application, asking for a signature.  The applicant must be directed to fill out the form first before being directed to the signature.How do I edit this?Thank you 

Filling out Docusign for customer as always and as i go to send it says error and i look back and some or all of the boxes to sign/fill out have turned red instead of their normal yellow/green. Please advise 

HiI would like ask 2 questions for fixing 2 issues: We woukd like add an automatic  retour in a text field. Actually, when the text length is longer we lost the last part iof  the text. Is a solution exist to avoid it? We would create a dynamic field in the welcome message mail (Ex; Hello <last name> ….) Regards

How do I change the sender name to my business name instead of my personal name? So when people get a doc to sign, it says “Business Name” has sent you a docusign vs “Personal Name” has sent you a docusign?

Hello!I work for a huge cooperation and for some reason no one seems to be able to tell me who owns the DocuSign account I am a part of. I do not have admin rights so i cannot to give access to Esignature to one of my colleagues.How do i go about finding out who owns the account so I can gain admin rights to give Esignature access to the one that needs to have it?  Also, one person who does have admin rights has an old email attached to the account and cannot recieve emails there anymore. So She cannot access her account which is another problem. Any help is greatly appreciated. 

I have two companies that perform similar but slightly different jobs.  We have two people who are sending out DocuSign forms-one person from each company.  I thought that I had designed it so that the new company using DocuSign would have its’ own individual branding (colors and logo) but it seems to have changed the docusign branding for the initial user and her DocuSign requests as well.  Is there a way to set up the branding within one account for two different companies? Any help you can provide would be welcomed...

Hi,I sent a document with a text field instead of a date field as this is mandatory where a date field is not.My client couldn’t complete the document with a text field. It kept coming up red and would not finish the document.I resent the document without the text field and my client completed it successfully.Any ideas what is going on here?ThanksKaz

Is there a way to add a signing delegate permanety to my account? Thank you!

I there a way to see the Folder ID that is connected to a Salesforce Object for DocuSign CLM? 

Good evening,I tried to open a DocuSign document from sender but was unsuccessful, there was a code in the email for me to use to access document just in case linked did not work.Can someone tell me where I put the code to access the document that I need to sign, please?Thank you in advance for any help you can provide me.Best,Cookie 

I was wondering if it is possible to share the contact directory that admins have access to, to other non admin users? For reference I am using the Part 11 compliant version of DocuSign.

In my own template, I need to edit the current PDF form. I select Edit. In the Add Documents section, I select the Download Document for my form. Once I open the downloaded form and select Edit, I receive an error message stating "This document has been signed and can not be edited.” How can I download an unsigned form so that I can edit my form?  

Is there a way to edit/shorten the url for a powerform link? I’d like to list a url for one of our powerforms on a document but it’s extremely long.

How do I integrate my DocuSign with my Illinois forms 

We are needing to edit our Bank name in documents in our templates that we have uploaded.  Can someone direct me to where I can find how to do this?  I don’t want to have to redo all of my forms that have required fields it them.  I am new to this, so I am struggling.  Thanks!

Does anyone know how to add a wildcard at the end of the folder path so that it also looks for subfolders? I am using "Find Documents by Metadata" but the include subfolders option is not available and I want the system to review all folders within.