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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5529 Topics
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Docusign Employee
Community UserLegacy User
asked in eSignature
How to ensure that all required documents are signed by all?

If we need to have more than 100 people sign several required and several optional documents through one link, what mechanisms we have to ensure that required documents are signed? Can we disable "Finish" button if a required signature is missing? Or can we at least notify the signer that he missed a signature? We will automatically see on our side if that happened? Any other method?Thanks

320
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Docusign Employee
5 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
An envelope was voided due to the past due date to sign. One of the recipients signed the envelope and the other did not. I forgot to remove the one recipient. Is it possible to remove the Void message on the signed Agreement?

An envelope was voided due to the past due date to sign. One of the recipients signed the envelope and the other did not. I forgot to remove the one recipient. Is it possible to remove the Void message on the signed Agreement?

190
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I set up location for signature and only half the signature is showing on the page. How do I fix?

I set up location for signature and only half the signature is showing on the page. How do I fix?

540
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I display my uploaded signature bigger? It appears really small in the signature field. Thank you

How can I display my uploaded signature bigger? It appears really small in the signature field. Thank you

860
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to send completed documents to 3rd party email?

Hi! We want to use a PowerForm for our new joiners, once they have completed it I would like it to be sent to our HR team (who don't have a docusign account). Is there any way I can set up a rule to automatically forward the completed document to them? Thanks in advance!

190
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Docusign Employee
5 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
One of the signers in my envelope is on extended leave. How do I change my envelope to reflect his delegate without resending it to everyone else who has already signed?

One of the signers in my envelope is on extended leave. How do I change my envelope to reflect his delegate without resending it to everyone else who has already signed?

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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Extend a document prior to expiration

Is there a way for the sender to receive a notification a day or so in advance of when an envelope will expire so I can go out and extend the date?  It's very difficult to monitor where signers are at and it's much easier to extend than to recreate after an agreement has been voided.

140
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to send an unsigned document to recipient "not signing"

How do you send an unsigned document to a recipient who is not signing? Trying to send a copy to our Accounting Dept when it is issued and before it is signed or executedThanks

213
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can you add a spot for an attachment in a template?

​Is there a way to add an optional attachment spot to a template? We are looking to have our members utilize this by adding a voided check to the document template to speed up the process.

300
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
HOW do I cross out stuff? I don't see anything in my tools

HOW do I cross out stuff? I don't see anything in my tools

3766
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Automatic population of Anchor Tags

Hi, I've recently created some custom anchor tags which represent our company's most used tags. However, when uploading a document with anchor text, the tags do not automatically prepopulate, rather I have to drag them on to the document.  I was wondering if there is a way for the tags to recognize the anchor text and  'add themselves' once the document is uploaded? Many thanks in advance for your help! Aimee

765
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I can’t get access to my document

I had trouble getting into my document so I wanted to request for it to send it again. 

410
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Email body content of Signing and Confirmation

Hi all,  In order to fulfill a request from my client, we need to change the email body for signing and confirmation email and all in 2 languages (FR, NL). What I did is I used the CreateAndSendEnvelope method from SERVICE_DocuSign.EnvelopeStatus class and I fill the field EmailBlurb to put a email body in my email. But the consequence of my development, the content of the EmailBlurb is the same for signing and confirmation email and that was not what I expected... https://i.imgur.com/SbsC9l1.png https://i.imgur.com/Qb3ADrQ.png I would like to send 2 differents email (Sign and Confirm) and in 2 different languages (FR and NL). I tried to look at the Branding resources but it's confusing to me due to name convention of the HTML Body and multiple language. Do you know how to solve that ? Regards,  Phanpanich Piti

1161
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When signer uses 'Assign to Someone Else', who gets the executed copy? The original person asked to sign, the person they assigned to, or both?

When signer uses 'Assign to Someone Else', who gets the executed copy? The original person asked to sign, the person they assigned to, or both?

270
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Set signature location not working for PDF docs

​When I try to set location to get a signature on certain PDF documents it doesn't recognise any words. Is it because it needs to be a word doc for docusign to be able to pick up words or is there a workaround? Thanks

341
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Change Default Email address

Hi - I would like to remove the email address and name of the sender from the default DocuSign email. I understand that this can be done by editing the Email Resource File although this will have to be updated at every DocuSign release.  Do you know of any other way to remove the sender name and email address?

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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
What is the System of Agreement?

How is it related and different to the Digital Transaction Management?

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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When does a document that was resent expire?

If I have to resend a document when does that resent document expire? After looking on the website for help I read that the document that was resent will expire 3 days from the date the document was resent, not the original date it was sent. However, I had to resend a couple documents that ended up expiring the next day. Am I misunderstanding the timeframe?  Thanks!

330
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Sending an Envelope using a link in Outlook, instead of in Docusign

I need to send a sign-off list out for signature, but I also want to add hyperlinks to other reference documents in the message. Ideally, I would like to use a link to sign in an Outlook email but it appears that I am forced to use the DocuSign message section instead (presumably to not have a different contact list in Outlook than in DocuSign). This would also allow people to forward the message to additional recipients without having to manually add them in DocuSign. Alternatively, I would like to add hyperlinks to the DocuSign message section if this is not feasible. Is there anything I am missing, or any tricks to achieve this? Thanks in advance.

1633
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Resending a document for signature

I sent a document to 3 people for signature.  The first two recipients signed and I am waiting for the 3rd recipient to sign.  He has asked me to resend the document.  If I click RESEND, will the document be resent to all three recipients (including the two who already signed) or will it only go to the 3rd recipient who has not yet signed?  Thanks.

140
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Need to view-function, how should this work?

I'm using the webinterface. When creating a new Envelope, I would like to add 4 recipients where the first one only need to verify (Needs to view) that the order is correct. When he/she clicks the Review-button in the e-mail (before he/she has reviewed the actual document) the envelope is forwarded to the next recipient.I would like the process to be like when the first one actually reviewed the document, he/she would be forced to click OK before it's forwarded to the next recipient. What is the purpose with Needs to view?If I only want to send it as "for your information" I can select "receives a copy". Now I had to add "Needs to Sign" and ask for initials for verification to avoid the envelope to be forwarded before he/she have actually reviewed the document. Am I supposed to do it differently? Thanks a lot in advance for clarification!

2522
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Signer said she signed. My account says still waiting for signature.

I am using electronic signatures for my own personal use for the first time (outside buying a home- didn't set any of that up!). I needed a blogger to sign something allowing me to copy a script she wrote.  I created it on this site and sent it. She said in a personal email that she signed it. My account said she opened and viewed it, and its status is "Waiting for Others." I don't see a signature anywhere.  Do I just resend? I imagine it would be pretty simple to sign.  Is there something about being in my free trial that would keep me from seeing the signed document? Or do I just need to resend and contact her?  Thanks!

1810
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible change Sender name on email?

Hello Everyone, I have one more question you know when you send and envelope normally recipient receives and email that says in the subject for example "Pedro via DocuSign" in this case the subject has two elemts "Sender´s Name via DocuSign". There is any way to change this?. For example instead of receive email with name "Pedro Via DocuSign" receives an emmail that says "IDB Group via DocuSign" without change my name in my profile, just change the subject in the email. Will apreciate very much your help Regards

1062
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I get a witness signature

I need to send a document for signature that requires a witness signature - but I don't know who the witness will be.  How can I enter a signature line for an unknown person?

300
C
Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
New to Docusign Please Help with sending to Guardian

I need to upload a template and have the Guardian sign and date, send back to me and then I would reupload template and have a clinician and Patient sign on a different date. I also need to learn how to add radio buttons and their value making it possible that once the Guardian signs and agrees to services, the patient and clinician cannot click and undo the buttons that Guardian originally signed. 

100
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Docusign Employee
6 years ago

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