Core Capabilities

Hello, Im newer when it comes to CLM and Im having an issue with getting updated information from the Document that is getting updated by end users. How everything is setup:Form is completed by a user in Salesforce which we pass in field values that then merge into our CLM Document The new Document triggers the workflow to kickoff. Then we update Salesforce based on the document and the changes. We want to track changes made in the document with fields that we merged from salesforce. The issue:I have successful been able to update salesforce with hard coded data but when I try to pull the values from Params.TemplateFieldData.FieldName its not showing the updated value from the document its showing what was first passed into the Form at the start of the process. Any help would be much appreciated!

Hello.I have an interactive login (username and password) and now an SSO login; both using the same email address.  When I sign a document, it lands in my interactive account after signing but I would like it to land in my SSO account going forward.How do I make this happen?Thanks for any advice.PS: I have read the other threads that talk about the fact that I can’t merge the accounts; I am just looking for them to land in the SSO account going forward.

I’ve started a monthly subscription, but it isn’t allowing me to start and sign. Does anyone have any ideas? Thanks in advance. 

We are a school that was using Docusign for only two users. I’ve discovered that there is an option for non-profit pricing that can save us some money since we need to add additional users as we grow.  I understand in order for me to make the switch, I will need to cancel my current account and create a new one. I do not want to lose the data we currently hold in our accounts so what would be the best way to backup all the data/documents we currently have?  OR is it possible to just transfer all the information to the new account? Additionally, can I use the same email address for this new account?

How can I unvoid a document that voided due to expiration?  It was signed by 2 of the 3 signers.

Dear Community,In our company, the question arose as to whether it is possible to show all participants in a workflow which people are signing the document in total. As a downstream signer, you can see the signatures that have already been made, but the participants would like to know who will sign AFTER them.  This can certainly be intercepted by storing the names in the document itself, but I would be interested to know if there is a corresponding setting in DocuSign?Many thanks in advance for your answers and best regards,Katrin

Sent a document for signature and my recipients are concerned as to why the email notification has a banner stating “Caution: This email came from an external source.  Please do not click on links or open attachments from senders you do not trust.”  

Hi, I am new to DocuSign. Where to find existing template for us to start and modify?

Hi!I use different email addresses which means that some people send documents for me to sign to the alternative email and the documents do not appear in my history Is there a way for me to link a second email to my account? 

Hi!There is a second account with the same email address, one of which is receiving some envelopes and the other is not.If I delete one account, is the other one going to receive all the envelopes sent to the email addresses?Thanks in advance

Why I could see the documents in my cell phone but not in my laptop?I could see on my laptop has one document for waiting for action but open the folder there is none there?

dear all,I don’t have the ‘Get Link’ option in the menu ‘more’. How can I get it there?Thanks, 

I have signed up for the docusign personal account and therefore have 5 envelopes to use each month.My plan start date was 19/3/24 and since then ive used envelopes on 20/3/24, 27/3/24, 28/3/24 and 10/4/24 = 4 in total but docusign is now telling me that ive reached by envelope limit.. does anyone know why that might be?

When receiving emails notifications that a document has been signed is there any way to CC another email address, so they receive the notification as well that the document has been signed?

Why there is No SIGNATURES tab in my account as article below tells? https://support.docusign.com/s/articles/How-do-I-change-my-signature-or-adopt-a-custom-signature-NDSE?language=en_US 

I have to send a doc to my Supervisor to sign. After I upload the doc, the final value in Docusign is different from original doc. Somewhow docusign is changing the numbers … it’s only 1-2 cents but my Supervisor does not want to sign it like that.

Is it possible to force capitalization on words in Text (short-text) fields or have it change to capitalization upon save in eSignature? e.g. first name, last name.Thank you!

Is there a way to have separate (or none) watermarks for documents sent? In our corporation we have multiple departments making use of DocuSign for different reasons. Out Legal department would prefer documents with a watermark on them, while other departments need a different watermark, or no watermark on them. Is this possible?

My client is receiving an error message when clicking on the “Review Document” button on her mobile device.  Message says “You must be logged-in to the right account”  I’m not sure how to help this client.  Thanks in advance for your help

Good Day, When I prepare an envelope, I don't have any send option.

Hi, I opened a new Docusign account reflecting my new email address.  Now I’m told my old account does not exist and I can’t access any of the documents from mu old account.  What can I do? 

If I request signatures from 10 people on one document. . .is that one “Send” or 10 “Sends?”

I uploaded a template that I already filled out with details. Created signing order. when I select preview only sender can see details. When I view from 2nd signer the document is blank with no details

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May I ask if DocuSign supports online signing of documents such as trust deeds and service agreements in HK, and whether they are legally binding in HK?