Core Capabilities

 I am using docusign for the first time to circulate a document for signature but I am faced with the message below.  Can someone please help me?  I do not know who the account administrator is.Thank you. 

How can I get access for sending envelop?Thanks.

Hello, I was wondering. When we send an envelope to someone and add a CC to someone else. Is there a certain timeframe for the CC to view the document. Cause they seem not to be able to view it after a few days. How do you know how long you can view it for?  Thankful for any help or clarification! 

Hi, a signer has chosen to print and fax documents as I can see “fax pending” alongside their name in the list of signers. All signers have to sign electronically so will this particular signer be able to cancel the printing and faxing option he has chosen and then electronically sign instead? What’s the best way to deal with this/fix it? Thanks.

for some reason docusign is no longer emailing me notice when someone completes an envelope.  How do I turn this feature back on?

HelloHas anyone found an easier way to edit the body of email message? We are trying to make edits to the branding per condition and find the HTML not so easy to follow or share. 

Is there a way to limit the amount of envelopes for a specific user? Business account. The person works for another dept. and we do not want them to exceed more than a certain amount for the rest of the year. 

Is there a way to force the same date format across all signers of the same document?I created a document with 3 signers, myself being one of them.  When the first 2 signed, their date format came back as DD/MM/YYYY but mine  shows as MM/DD/YY.  See the attached photo.  So now the actual PDF looks like they signed on January 4th (1/4) and I signed on April 3 (4/3).   As the sender, can I force the date format to be the one I desire across ALL signers?  The way it is now makes it look like we signed months apart, when actually it was just 1 day apart. 

how do i remove signature put in wrong place in my document

I have logged in to see my documents, they do not show, how can I retrieve them ? I have checked payment to D S went out on the usual date

Hi,I have just configured Docusign to use SSO with Entra (Azure). Authentication works fine but for one user so far all the data has disappeared. Nothing in her inbox, all history is gone too.Has anyone seen this before?Thanks!

I would like recipients to be required to fill out either text box A or text box B? How do I set that up?  

I get requests for confidential documents from customers. I want to send via DocuSign with an acknowledgement that they are receiving this document under an NDA and are not allowed to share the document. How can this be accomplished?

Our software management team have a number of administrators who all have a login to Docusign to be able to add/remove users. They do not use the software other than to manage users.My question is - do each of these administrators take up a seat each? It appears that they do, therefore we would be better off consolidating to one admin so these seats could be better utilised by those who would actually use the software?Thank you. 

How do you change the size of lettering on the home page? It seems to have adjusted to a smaller size and need to enlarge wording.  Thanks!

I often have to send multiple documents for signature at one time and I do so using a single envelope. However, when I download the PDFs of the files it creates a zip file and that changes all spaces in the file name to be underscores.Is there a way to NOT change my file names when I just want to download a few files at one time that were all signed in the same envelope?

In my CLM Template, I have ALT Clauses, one of these should pull in the eSigned Date. I’ve placed conditionality in the Template for the use of the ALT; however, the eSign Custom Tag does not seem to be pulling in when I generate a contract instance or when it is sent for eSign. Any ideas??In the Template: <# <EndConditional/> #><# <Conditional Test="// Effective_Date[@optionName = 'Standard ALT1’]” /> #>/ContractEffectiveDate1/<# <EndConditional/> #>In eSign, this shows up blank rather than capturing the date expected. 

I am trying to audit our licenses and find out who is actually using the system.  Is there a way to report on actual logins from our users?

Let’s say we generate a contract which has a clause of ‘Payment Terms - 30 Days’. The contract goes for external review and he wants the clause ‘Payment Terms - 60 Days’ (Considering the language for both the clauses are different).There are 2 scenarios:1.We are using clause library to maintain all the clauses All clauses are within the template based on conditions.​​​​​​​Is there a way to update the information in the In-Progress template via workflow for the scenarios?

What is the biggest value driver for CLM for you？Curious for this discussion.

I selected move documents and while doing it allowed me to name a new folder but can’t find documents now

I’ve started with docusign CLM-administration training. Topics started like how to configure e-forms, smart rules etc. So it required practical need. We have UAT environment, can’t do any training stuff in it. I want know is there any training environment where I can do my training practical exercise.

Greetings!  Is there a way to create a Text field that will automatically calculate “Today’s Date” but list it in an alpha-numeric pattern? Ex March 6, 2024.  We want the signatory to be able to click on the date field and it generates the date without the need for them to type in the full date. 

I just logged in to open a personal account with docusign and I also use a business account with the company I work for which is not under my name.When I login to the personal account my business account is what comes up.Why can’t I separate these two accounts at login?

How do I tell what version of DocuSign we are currently on?