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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5459 Topics
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Delegating signature by another signer

Hi, Everyone, how do you allow a signer to delegate signing to someone else? I cannot locate, nor recall what this feature/setting is called. Example: I send a doc for signature to the person I believe is the correct signer. However, the signer receives the request and needs to push to another authorized signer. Thanks for the help!

342
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Requesting signature using a link (vs. an email request)

Is it possible to create a document for signature using a URL link rather than sending it to someone in an email? I want to incorporate the document/link into an existing registration form for an event.

646
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Multiple Signuature lines but can only sign one

I need to send 3 documents to someone, with a signature block on each document, but they are only allowed to sign one.  Is there a way to void the other two signature blocks once they choose to sign one? Thanks!

163
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Tags are too small

When I try to use the function to have the client sign the document...it is TINY? What happened? I also want to add text...but the text box is also Tiny and I can't type any text into the box??

12234
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Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to retrieve coworkers' signed envelopes?

We have a small agency and sometimes we need to retrieve the signed DocuSign forms from other staff members. Is this an option and if so how do we go about doing this? Thank you.

411
C
Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Adding Conditional Fields to Radio Button Groups

In a radio button group I need to make two fields conditional following the single radio button selection. The new experience settings for radio button groups make this difficult to figure out. This is for a contract template where you have to select one of seven options and then provide two additional pieces of information about the selection that you made. This functionality was great in the previous verison of Docu-Sign. Please help!

1483
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Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can I hide/change sender?

I would like documents to appear as though they come from the company, not specifically from me. Is there a way to hide my name and/or email and replace it with the company name instead?

3931
C
Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
What are the valid phone number formats for requesting SMS authentication?

We are working on a solution that will get a mobile phone number from the user and pass it to DocuSign for sending an SMS validation code to. We would like to enforce the validation for the phone number, but I haven't been able to find any documentation on what the acceptable phone number formats are for DocuSign (e.g. with parentheses or not, dashes or not, country code or not etc).  Does anyone know where this information exists?

1431
C
Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
how do i cc someone

How do i cc another party when sending out documents

4884
C
Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Date Format in Data Field

I have templates with a few data fields masked as date fields to be used for contract start and end dates. The entry format for those fields always defaults to MM/DD/YYYY regardless of the date format settings under Time Zone. I would like to have the custom date fields formated to look more universal like MMM DD YYYY (i.e. Oct 6 2015). Any idea how to accomplish this? Thanks!!

1496
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Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
LiveCycle PDF upload error

Hi I am getting an error when uploading a PDF document. The PDF I am trying to attach is a flattened version of the XML-based PDF that was created via Adobe LiveCycle. Here is the error I am getting - "We cannot process that PDF. Please ensure that file is not corrupted" But the PDF is not corrupted. It is perfectly fine.

65
C
Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Compression Suggestions for large files

Please provide the site where I can compress files so that I can upload to DocuSign.  

4894
C
Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Authoritative Copy Concerns

How are people handling extraction and storage of the(https://www.docusign.com/features-and-benefits/features) Authoritative copy for a completed envelope? The Authoritative copy is the single distinct absolute original version of a document that is unique, identifiable and unalterable without detection. I just found out about this specific requirement during a meeting with Legal. Based on what I've found online both through the guides and google, it seems like you can use an API call to extract it but you can't easily get it through the console. During a call with Support, it appears as if Authoritative Copy needs to be activated through your account rep. Though after speaking with legal, that seems like a large loophole in terms of auditing. If the Authoritative Copy is required for defense of any signature, and my account isn't even enabled to extract the Authoritative copy. How can I defend the signature? Is anyone else actively storing the Authoritative copy? Are

2835
C
Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Change DOT Signature to 120 or 500 pixels

Few months back, we have a case and the support team suggested there will be an update as the support engineer have been working on a new release to have a restriction for users not to have a DOT only as their signature.In the mean time we have raised the value to be 120 as per support  Set a Minimum number of pixels required to adopt a signature/initials to 120 however, we are still getting the users with the dots. 1. Is there a fix available to overcome this issue? 2. If we now enforce to adopt a signature feature instead, what will happen to the existing users? Do they need again to create a new signature?(I think it is required), but, that will cause a problem on 1000 plus users getting to redo their signature again. Please suggest. Thank you

281
C
Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in Rooms
Locked Out of Transaction Room

I had problems signing into my transaction room account. After 5 tries it locked me out. Could it be fixed by docu sign support?

121
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Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
remove DocuSign "box" around signature

Is there any way you can get the signature back from being signed without the docusign box around it?

8855
C
Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Changing Sender on Outgoing Document

Hi, My stakeholders would like to be able to change the who the sender display name is after sending the envelope. They would like to that the recipient would see the group mailbox name instead of the name the sender. Is this possible?

292
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Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Unable to sign

I was sent a 7 page document to sign, and was able to sign only the first page. Now, when I try to go back into the document to sign the other pages, nothing pops up to allow me to sign. How do I fix this so I can sign all 7 pages.

63
C
Docusign Employee
7 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can I set up a Docusign to redact information to certain recipients?

I initiate contracts from the account and ideally, when I set up a contract I would put in all signers and then cc a number of people. Is there a way to redact information in the set up so that certain ccs receive a redacted version of said contract, while others receive the whole thing?

8273
C
Docusign Employee
8 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I prepare a redacted copy of a signed document?

I need to provide someone with a copy of a document that is signed but must redact some confidential information. Is there a way, outside of DocuSign, to do this using Acrobat? Currently, if I try I get a message "This document has been signed and cannot be edited". Thanks, 

10793
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Docusign Employee
8 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to edit a saved document?

Hi there, I made an error in my document and need to go back and edit it. I have already saved it. How do I go back and edit?

1353
C
Docusign Employee
8 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I copy and paste a link from my email to a new web browser in order to electronically sign a document?

I'm trying to retrieve some documents to sign, but the email says I have to copy and paste the link I was sent to a new web browser in order to sign the documents. I can't figure out how to do it.  I'm taken to DocuSign when I click on the link, but I don't know what to do.  I'm new to this.  Can you help?  Thank you.

402
C
Docusign Employee
8 years ago
C
Docusign Employee
Community UserLegacy User
asked in Rooms
locked out of DocuSign Transaction room

I dont know my paswwod

111
C
Docusign Employee
8 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Need to provide more direction to singer after Adopt and Sign

We have encountered situations where a signer clicks Adopt and Sign, and believes the process is complete. But the agent is still waiting for email confirmation of Complete status. This is because a signer has not yet clicked Finish to send the document. So how do we provide more direction to the signer in cases like this?

21
C
Docusign Employee
8 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Digitally inputting date

My legal agreements have an open ___space to write in the date. Can I digitally input the date in this space with Docusign or do I have to hand write it in?

251
C
Docusign Employee
8 years ago

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