Core Capabilities

I have a document in an envelope, and I want to make sure that the customer and the owner can't see each other's signatures on the same document. Usually, if we use two separate documents in an envelope, we can control what each person sees. But I want to do this with just one document

Hello, I should like to learn if I’m able to edit/ remove/ delete text in fields of contracts that I [UPLOAD] to my DOCUSIGN® account?  It would very encouraging if I could receive a response to this question.  Thank you

Interacting with a document is causing my browser to repeatedly try to reach something in “algolia.net” and/or “algolianet.com”, which is something offshore and neither of which are reachable.   What is that for?  Why does Docusign seem to rely on more and more sketchy third-party CDNs as time goes on?  Given the possibility of sensitive information flying around, you guys really need to pull whatever those resources are back IN-HOUSE and serve vetted versions out directly yourselves.  This is a very typical mistake that misguided web devs make, which is tolerable for junk social-media sites, but not potentially important stuff like this. 

Hi! Is there a way to CC someone by default on all signings? For context - I assist with the coordination & organization of real estate transactions, and need to be copied on all signing events for the agent I work with. When using a template, I can pre program that to occur, but if the form used isn’t sourced specifically from that template, it falls through the cracks. We’re just getting familiarized with the Transactions tab for our active contracts, which unfortunately seems to function largely independently from the rest of DocuSign, and there is no way to share access for items within Transactions like there is for Templates etc. as access to Rooms does not seem to be available as an add-on and does not come with the Real Estate package. The agent I work with isn’t the most tech-savvy, so it’s necessary to automate things like this, and unfortunately there doesn’t seem to be an option to modify realtor forms sourced via DocuSign under Transactions the way you would a normal T

I created it, sent it out, have people signing (and filling it in), I myself got the link to sign and fill it in, BUT… the envelope is nowhere to be found.Not in the ACTIVITY, not in the SENT, I can only access it by the receive-to-sign-email I got…I am in my 30-day trial and my profile is complete. I was thinking of a paid profile but this first experience is a huge cause of worry...

Was there any communication related to DocuSign logo change? Just wanted to make sure that, users are not confused with the change in logo!

Hi, I’m been trying to find a solution to remove or replace the envelope Id from my templates. I found that it is possible with the Envelope Id Stamp Control, but I want to know if it is available for Business Pro For Salesforce?

Hello, Can someone please tell me how I can convert a form I’ve signed on DocuSign to a PDF format? When I’ve sent it to my email address it opens as html.Thank you!

How do I stop information from one field from populating to another field. Example: I enter a Name on Form A. That name then populates into the Price line on Form B. When I correct the Price line in Form B, the Price replaces the Buyer Name in Form A.  

When I send new document, It doesn’t appear in the dashboard and I can’t find it

I sent a document for someone to sign, but when I logged back in after sending, it did not appear in any folders. I have no clue if it sent or if it was signed or anything

Good dayI sent  document for the client to sign about 2 hours ago, he has completed the document, but it is not showing on my history as being sent to client, nor is it showing the completed document, how would i then retrieve the audit trail

I sent 10 DocuSign envelopes out this morning and they are nowhere to be found, not in Sent, Drafts, or showing up under manage. Where are my envelopes?

I’ve seen this asked a few times and none of the answers address the problem I’m having. I’ve added a checkbox group to my Powerform, I’ve made the validation “Select at least 1” but the final document does not show any of the selections… The Template setup... ...and on a form the user is completing... ...but on the finished product (why no chorkboxes?)… 

I have a question. I use documents with small checkboxes or radio buttons and often time when matching them to the DocuSign check boxes are radio buttons, boxes or buttons are actually covering up some on the texts on the document. Even when shrinking the boxes to it’s smallest size, it still hides some of the text. Are there any tips to help with this?

Hi Team,I get multiple requests each week to sign the documents, i use the link received to my email to sign them. However, when i login to docusign with the same email id, I can’t find the documents signed by me. All i find are the documents initiated by me where i requested signatures from others. what could be the issue here? how do i configure in a way that i see the documents singed by me. 

I have my Docusign account linked to another professional tool called ZipForm. I recently noticed that my files have not been transferred to Docusign. I cannot find them in drafts or sent. Even when I void them, they are not showing up. Seems like a major glitch that I cannot risk with my job. 

I need to export 20+ completed (identical template) envelopes sent to different people in a pdf format. I could do this manually, but there’s probably a way to do it in a single step. What method would that be?  I see there is a discussion already for using Retrieve, but I believe my admins have disabled that feature. Therefore, are there any alternatives (preferably from the web browser itself)?

Hi - I have a document with a formula field in that adds up various number fields to get a total value.  I want to then add another formula that divides the total value by a number, is this possible can I do a formula off a formula? 

I find the view very useful.  However, I have two separate documents that I send.  One for employees and one for clients.   Is there a way to replicate this view (i.e. one for employee documents and one for client documents)?    

How can I highlight something in a document before sending on docusign to highlight an important message in the document.

Hello!I have a formula field on my document which uses a dropdown field, the dropdown field choices are 1 or 2.  Dropdown field name is #Spots.The formula is [#Spots] * 100.The document shows the formula value as 0.00.no matter if 1 or 2 is selected in the #Spots.Why isn’t the formula field populating with either 100.00 or 200.00 based on the formula? 

I am a paralegal for an IP Law Firm and use DocuSign to request the signature of the inventors on formal documents. I would say i log in at least every week. Today I log in and it looks entirely different. I don’t see any of the pending signature requests. I don’t see any of my templates. Has there been am update?

How can the recipient of an envelope change their signature after they have already adopted a signature?

Good afternoon,  I’ve just signed up for the eSignature Business Pro plan and when I am attempting to add a new user by going into Settings → Users → Add User, the “Add User” button disappears as the page is completing the loading process. A message popped up for a brief second wrapped in a yellow box that said something about adding a second admin account and that disappeared as well. I’ve added the screenshot I was able to capture.  Why do both of these items disappear when the page fully loads?