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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

  • 7,290 Topics
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7290 Topics
K
Conversation Starter
KatrinConversation Starter
asked in eSignature
Power of attorney with unknown Authorisers and authorised representatives

Hello,we would like to use DocuSign for power of attorneys for our annual general meeting. Every year we have about 250 power of attorney documents filled out. Our ideal process should be like:Companys cancel their participation at your annual meeting in a booking form in our extranet (this is obligatory) Then, a document should be opened (API conncetion DocuSign to our extranet would be provided) where the authoriser has to fill in his company name, a certain number and the company who will be his authorised representative. He finally signs the document. this document should then be sent to this authorised representative who signes it as well finally the document should come back to us to be included in certain booking information connected to the registration at our annual meetingOr is it possible to map this whole process in online forms with only a completely filled out document as a result of the input in the forms at the end?Authoriser as well as authorised representatives are un

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Alexandre.Augusto
Docusign Employee
R
Newcomer
RafeeqMDNewcomer
asked in eSignature
Is it possible to merge or combine two accounts of docusign

Hello, we had a recent change in domain of our organization from @harsco.com to @cleanearth.com. We have one user who had the account with previous harsco domain and after the domain change we created a new account with cleanearth domain because of the SSO login issue. Now user is looking to merge both accounts and need his old account templates. Please help me fix this issue. 

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Community Moderator
R
New Voice
RJW65New Voice
asked in eSignature
Action Needed List Sorting

Hi.  Wondering if anyone else has inquired about the ability to sort the Action Needed list by date, oldest to newest?  Seem totally logical to me that this would be a feature so that the oldest items appear at the top of the list.I inquired about this several years ago and, best I can tell, there have been no enhancements to the user interface since we started using DocuSign.  It also seems like an incredibly easy enhancement to implement.If I’m missing something, please share.Thanks!  

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Community Moderator
E
Newcomer
ESCMNewcomer
asked in eSignature
How to limit a witnesses visibility to a document within a DocuSign envelope

HelloA witness is required to sign a document in an envelope sent out to them. The signer specifies their witness. Is there any way in which you can limit the witness viewing the whole document within the DocuSign envelope and just limit their viewing/access to the signing page they are required to sign?I have had a look on “Sending Settings” visibility for envelope recipients but it does not give me an option to change the Document Visibility within this tab.  There is also a Note stating that “A document cannot be hidden from a recipient if the recipient has tabs assigned to them on the document”.This indicates to me that if a witness has tabs on a document, there is no way to limit that witness from viewing the full document and only limiting their access to the signing page in question. I was wondering if anyone could shed some light on this to see if my request is possible?Thank you

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Community Moderator
M
Newcomer
mciukajNewcomer
asked in eSignature
Who sees forwarded document

A document was sent to Individual 1 and signed.  The document was forwarded for signature to Individual 2. What does Individual 1 see. 1. Do they know the document was forwarded? 2. Can they access the document after it was signed by Individual 2?Thanks. 

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Community Moderator
M
Newcomer
Marilu LomoroNewcomer
asked in eSignature
Pages layout changes when uploading document

I have a PDF document with three Word pages and 2 PowerPoint slides, all merged in one document. Word pages are vertical and PPT ones are horizontal. When I upload the document in DocuSign all pages are shown in vertical disposition so you won’t be able to look the whole image in PPT slides. I send envelopes containing the same kind of pages all the time and this has never happened to me before. I don’t know if there’s a way to change pages orientation or how I’m supposed to fix this. Any idea? Thank you!

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Community Moderator
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Newcomer
Patty WilkinsNewcomer
asked in eSignature
How do I get permission to send an envelope?

Good afternoon,  How do I get permission to send an envelope?  What does that process look like?

7402
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Community Moderator
M
New Voice
Millem04New Voice
asked in eSignature
The Company account of a signer is preventing access to an envelop sent by a vendor

I sent an envelope to be signed by several users.  The user’s company has their own Docusign account that seems to be preventing them from signing in. Part of the error message says that their company has configured the application to block users unless they are specifically granted (‘assigned’) access to the application. How can I help them get signed in to sign my company’s envelope?  

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Community Moderator
R
Newcomer
Raeh60Newcomer
asked in eSignature
To step verification on client not sender

I want to send a contract to a client for signature. Lender wants the report to show the clients email address and their mobile number. How can I get their mobile number to show on the report as when setting up the document for Esign there is no where that it lets you enter a mobile number only email address. Hope this makes sense!

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N
Community Moderator
N
Newcomer
NatMNewcomer
asked in eSignature
Why can't I add a field when I'm correcting an UNCOMPLETED doc?

I’m trying to correct a document as the other party’s signatory has changed.We have signed, the other party has not. I select Correct then a message “Missing fields for recipients” comes up and I select Add Fields but nothing happens. I don’t want to have to void the entire document and resend but that appears my only option.

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Newcomer
M
Newcomer
ManoManoNewcomer
asked in eSignature
How to save time while using Docusign?

DocuSign seems designed to waste time in very small increments.1)            Times out too quickly. Then I must hit Log-in on the First page. Username on Second page. Password on Third page.  With autofill I should just be able to hit one button on the First page and be done.2)            When typing text, the box turns into almost a square that I must resize and reorient.  When is that a helpful feature?  Just leave what I type how I typed it. No brainer.3)            Pages don’t preload so there is a lag when scrolling.  If DS wants to avoid unnecessary data usage on the server, at least preload the very next page as one scrolls.4)            The new # field:  If I want a decimal point, I will type it.  Why are they default?  Just use text.5)            When uploading docs with fields, why the floating bubbles that tell me they were detected?  Why must I individually X out of each of them in order to see my screen and use the program?6)            When printing, why must I hit Custom

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C
Community Moderator
N
Newcomer
nhoganNewcomer
asked in eSignature
Bank Routing & Account Number?

First time trying to use docusign, requesting banking information from Customer’s for automatic ACH payments. I need their bank’s 9 digit routing and their bank account number ranging from 5-17 digits. What field do I use to gather this information? Also, using a radio button to select between checking and savings account, but it does not display in preview. Please help!

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C
Community Moderator
M
Newcomer
M.NackeNewcomer
asked in eSignature
Format error with word table - top of page shifted downwoards

Hi community,I have created a Word Document which is formatted as a table. If I upload it to DocuSign eSignature additional lines are created and the top of page two onwards is shifted down.Did anyone have a similar problem and know how to fix it in Word/DocuSign?Of course I can export the file as pdf every time before uploading it, but I hope for a general solution.Thank you!

2222
C
Community Moderator
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in eSignature
2 Brand Logo using resouce file

Is there any way to bring both email and signing logo(primary & secondary logo) in the DocuSign Notification email using resource file. 

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C
Community Moderator
C
Newcomer
CatherineKNewcomer
asked in eSignature
Allow 1st signer to edit message to 2nd signer

I need to get a signature/ approval from 2 signers. I can create an envelope with either the same or customized email messages to the two signers. The 1st signer would like to be able to edit the email message to the 2nd signer but I can’t work out how to do this. The 1st signer doesn’t need to edit the document, just the email message

294
C
Community Moderator
T
Newcomer
Texan0331Newcomer
asked in eSignature
Received an email "Document Retention Notice" Meaning...?

I have receive an email saying:“You are receiving this notification because (“MY COMPANY”) Onboarding Team has a document retention policy. Your signed documents for 'Please DocuSign: New Hire Paperwork (FILL OUT) Updated.pdf, Finance Data Sheet.pdf, Foreign Cor...' will be removed from DocuSign.Is this DocuSign doings or did my company removed this? Curious if my company did this or something else? Any help would help.  Thank you. 

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C
Community Moderator
J
Newcomer
jtovarNewcomer
asked in eSignature
Applying multiple validations to Text Fields

I'm wondering if there's a way to apply multiple validations to a text field. For instance, let's say I want that field to comply with the MM/dd/yyyy format, but at the same time, the date should be a future date (not today)... or another scenario, suppose I have two date fields, and I want the first one to accept only past dates (Issue Date), while the second one should only accept dates after what's defined in the first date field (Expiration Date). Do you have any recommendations for achieving this?

1503
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Community Moderator
A
Newcomer
Acrespo29Newcomer
asked in eSignature
Not able to sign

I have a simple rental agreement. The last two pages call for signature for me (The landlord) and the tenants. When I sent the document for the tenants to sign, they are telling me that they’re only allowed to sign one page but not the next. Also, when I sign my part, it doesn’t allow me to move forward it’s prompting me to have them sign before I can move forward, please someone advice,

2392
N
Community Moderator
D
Newcomer
Dezigner99Newcomer
asked in eSignature
Template For Signatures For Multi-Page Drawings

We are kitchen and bath designers and we have always had our customers sign each page of their drawings so that they will actually read them (maybe) and make sure they are correct.  We may have 20 pages of drawings and the signature location and date is always the same.  Is there a way to create a template to  add the signature and date signed fields to each page automatically?  

493
A
Community Moderator
E
Newcomer
EladNewcomer
asked in eSignature
How a user declines the signature request

Hello,A user received a document to sign and he does not approve the document.How does he reject the approval? Thank youElad

1342
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Community Moderator
K
Newcomer
KellyNewcomer
asked in eSignature
Extending the time of signing

Is there a way to extend the time a signer has to sign?  I have a document that needs to be signed by the 7th or it expires.

2288
A
Community Moderator
T
Newcomer
tim_luddyNewcomer
asked in eSignature
Quality Manager

Does anyone have a typical user validation test protocol to onboard the DocuSign software into your QMS?

312
A
Community Moderator
N
Newcomer
Nikki.DNewcomer
asked in eSignature
Resending an envelope to a witness

Is there a way for me to re-send an envelope to a witness so they receive the signing email again? 

1122
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Community Moderator
A
Newcomer
Ashley_PerkinsNewcomer
asked in eSignature
Not receiving a pin

So I received a link which takes me to authentication and it has my phone number which is all correct and when I click on send pin I don’t receive anything and it’s important I get this signed, can anyone help me?

911
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Community Moderator
S
Newcomer
Sooin KimNewcomer
asked in eSignature
Not received password reset email

Hi, on behalf of my coworker, I would like to request to reset password email account below.Email: dxxx@xxx.co.krHe wants to log in for an e-signature and has requested a code to reset a password, but didn’t receive any email. Could you help to resolve this issue or send an email? Thank you.

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Community Moderator

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