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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

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7294 Topics
D
Newcomer
DE-kennethNewcomer
asked in eSignature
Documents for closed accounts

If document retention has not been set, and the account is closed. Upon the searching of related threads on this forum, seems the documents will keep with the account, is that correct? I have come across a reply (Release from DocuSign | Community) on downloading a completed set of documents. But the URL is inaccessible.https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=frq1583277404325.html&_LANG=enus&_gl=1*teq69v*_gcl_au*MTY5OTcxNjk4MC4xNzA2ODQwOTM0*_ga*OTUxNDA2NTU3LjE3MDU5MDkwNzc.*_ga_1TZ7S9D6BQ*MTcwODA0NzM3Ni42LjEuMTcwODA1MDI5MC41OS4wLjA.&_ga=2.245293248.454477614.1707983985-951406557.1705909077 We’re using the plan Enterprise Pro

9581
Michael.Rave
Docusign Employee
T
Newcomer
TNWLCNewcomer
asked in eSignature
How do I "Select All" ?

When on the “Manage” page in “Sent Items, “ how can I “select all” instead of clicking each individual box?

4632
Michael.Rave
Docusign Employee
P
Newcomer
paul-sablierNewcomer
asked in eSignature
Dynamic find and replace in Word files with DocuSign

I have a Word document that I am using as the basis for a DocuSign template.There are various placeholders left in this document, such as `[NAME]`, which are meant to be replaced with the signatory's data at the time of signing:  I would like DocuSign to do the following:Find "[NAME]" Replace it with the recipient's name Do the replacement in such a way that the text to the right (i.e. starting with `the "Investor"`) is pushed further to the right and down, just like if I had modified the text in Word manuallyBasically, I would like the result to be this: I know that these dynamic fills are typically done via dotted placeholders (".........") but I cannot modify the contents of the document, so I'm stuck with this format.Is there any way to do this? Maybe with AutoPlace?

3274
P
Newcomer
T
Newcomer
TomNewcomer
asked in eSignature
Access Code when delegate the evvelope for signature.

I received envelope from my customer, and need to delegate to my boss for signature.But ccustomer fixed a access code for security, and my phone number is registered.When I delegate the signature to my boss, does he need to enter the access code?If yes, can I change/fix the phone number so that my boss can receive the access code?

575
C
Community Moderator
O
Newcomer
OfficeMCNewcomer
asked in eSignature
Changing client details with each envelope

Hello, We have a letter template that gets sent out to different clients, but each time we need to change name and address and some info on it.What is the best way to do this?Do we have to prepare the letter on word and upload it each time for each client, or is there a way to have the basic template which can be edited for each use.Thank you

1074
N
Community Moderator
S
Newcomer
SAL.G.33Newcomer
asked in eSignature
Sending a contract

Hello all, My question resides around sending a contract to new clients on boarding with my company. (requiring them to fill in information needed and e sign). My goal in the next few months is to obtain 150 or so new clients. I am super confused on how I am to go about this. I am having a pdf version of my contract uploaded within the next week and I am formatting it to make sure I leave space for what information the “client” needs to fill in. Since I will always be sending out the same contract to every client the only thing that I am unsure about is how I am to send it to a new person every day. Do i need to physically go in and create a new template with that clients email address or can I simply just send the same template to a new email every time. My question may sound confusing because I am confused even writing it haha but can anyone somehow clarify for me? Thank you so much. 

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N
Community Moderator
L
Newcomer
LarissaNewcomer
asked in eSignature
Limit of signatures in the same envelope

How can I insert more than 99 people to sign the same document?I read that te limit is 99 signatures.

5444
N
Community Moderator
C
Newcomer
CarrieNewcomer
asked in eSignature
Not receiving emails form Docusign

Hi there please can someone help !I am not receiving any emails from Docusign into my designated email account. I need to sign a document that other shave signed  but cannot do this.Many thanks in advanceCarrie

2782
N
Community Moderator
T
Newcomer
tdoraNewcomer
asked in eSignature
qualified signature

I have one general question: where can I find that the electronic signature issued by Docusign complies with Article 3 12 of Regulation (EU) No 910/2014 as qualified electronic signature. I tried to find it in the certificate details but I did not see any data that can help me

1012
N
Community Moderator
S
Newcomer
Shaun ThomsonNewcomer
asked in eSignature
Notifications

Hi There,  As the primary administrator for the company, I'm curious if there's a way for me to receive immediate notifications whenever a document sent by any staff member is signed

774
N
Community Moderator
L
Newcomer
Lucas de FabryNewcomer
asked in eSignature
Custom Generated Document Suffix

HelloIs it possible to create a custom/dynamic suffix for your Generated Document in Docusign Gen ? I would like to add the Customer Name for instance as suffixThank youLucas

653
N
Community Moderator
P
Newcomer
Paul DuclosNewcomer
asked in eSignature
Add a created stamp via sending envelope feature

Hello all, I’m asking you a question that may can help us regarding the usage of stamps set in DocuSign.We want to create a envelope and add as field Stamp we added in our DocuSign environment. DO you know how to make it possible please ? Thanks in advance for your help  !!!! :)

2471
N
Community Moderator
I
Newcomer
IPD123Newcomer
asked in eSignature
Signing on App without emailing

Hello, We are a doctors office trying to be as paperless as possible. We email the patient papterwork/templates prior to the appointments for patients to sign but wanted to know if there was a way for the patient’s to sign through the docusign app while in office(on the ipad) without logging into their individual emails. In other words, once we send out the template -- is the only way to sign through their emails? Is it possible to have a blank (non signed) template for patients to use on the docusign app without having to email it? Thank you in advance,

1051
D
Valued Contributor
E
Newcomer
EricNewcomer
asked in eSignature
DocuSign Template to Auto Place Recipient's Signature Field on the PDF Dynamically?

In DocuSign, is it possible to create a template that will auto-place the recipient's signature based on the text in the PDF document? I want the DocuSign template to be able to dynamically detect and place the signatures for all recipients automatically, so the person sending the envelope only has to worry about uploading the document and reviewing if the signature fields were placed correctly.

7187
D
Valued Contributor
B
Newcomer
bv24Newcomer
asked in eSignature
I cannot find a document a signed.

I signed a document in 2022.  I have not been able to find the document anywhere, not in my DocuSign account, other document signing accounts or email.  I had the sender email me the document and it was, as I thought, signed with DocuSign and as I suspected it seems to have been altered.  Why can’t I see it in my account and why didn’t I get an email when I signed it?  Is there a way for me to access it with the Envelope number?

1423
C
Community Moderator
G
Newcomer
GeorgiaNewcomer
asked in eSignature
How to remove the email passcode for new log in

The whole office is trying to use DocuSign but when they try and log in from their PC its asking them for a code which is being sent to my email as im the one who set it up, im only part time and if they need a document i need them to be able to get access to it. Can i remove this security feature?

3074
C
Community Moderator
X
Newcomer
XavierNewcomer
asked in eSignature
Merge certificate

I can see the PDF and Certificate can be automatically merged by selecting the ‘Attach certificate of completion to envelope’ option. My question is, why doesn’t this occur by default? Can merging the documents create a security concern? 

4455
C
Community Moderator
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in eSignature
Reports for DS Viewer

We have a user with DS Viewer permission. He wants to view the report of all the envelopes signed by him. Despite the Reports Tab being visible in his login, the generated reports exhibit blank data. He cannot view any details of the signed envelopes from the Reports.Is this the expected functionality for a user with DS Viewer permission, and if so, why is the Reports Tab displayed for such users?    

959
C
Community Moderator
S
Newcomer
SantaJohnNewcomer
asked in eSignature
User account

Can I create a user account to be used in multiple locations and not be knocked out of the account when someone else logins into the same account?

244
C
Community Moderator
A
Newcomer
AmalnoryNewcomer
asked in eSignature
Template - Formula/Total on APPROVED scopes

I am creating templates that will have multiple pricing options for the customer to Approve or Decline various scopes.  I was asked if I can get a total.  I can….but then the question is if a customer declines or approves the total wouldn’t be accurate, if declining one scope.How do I setup the form?  There may be a better way to put this together but below is an easy example with 2 items from the customer side.  

494
C
Community Moderator
S
Newcomer
sophiebNewcomer
asked in eSignature
Number of recipients

I’m using the free version.  I have 57 recipients.  I’m entering them one by one, and twice now, when I have about 30 recipients entered, I have an error message for all of them starting at recipient no 11.   It says: There was an error saving one of your recipients. Please try again.   First 10 recipients are good.  What is going on and why does the message appears only after I have so many entered?

4273
C
Community Moderator
M
Newcomer
MelonyNewcomer
asked in eSignature
Hiding text fields from certain signers

I am an HR Manager and trying to set up a process to create a powerform link for managers to click on and complete on/offboarding forms that would be sent to various signers/departments. If I was to create a template that had more than one page, could I have certain pages go to certain signers and hide information on those forms from others? Or create one form and hide the fields such as wage information from others when they receive their copies? 

7522
C
Community Moderator
E
Newcomer
EliNewcomer
asked in eSignature
How to open a support case?

I purchased a 1 month plan without any annual commitment back in November just to get a one time 5 envelopes to send for that month and I noticed Docusign keeps charging me every month on my credit card since then even though my envelopes have expired and are now at 0 after only using 2 in reality. I can’t change my plan nor downgrade nor cancel anything as there aren’t any options on my profile nor does it seem like I have any active subscription, yet again, I’m being charged monthly on my credit card for nothing in return and I can’t log in to the support case page to open a ticket…Please help!

9222
C
Community Moderator
L
Newcomer
Lisa TepoltNewcomer
asked in eSignature
Accept or Decline option

How do I set up signature order for a customer to either Accept or Decline insurance coverage?

10296
C
Community Moderator
A
Newcomer
A.ANewcomer
asked in eSignature
How can i automate contracts with docusign?

Our company is looking at how we can use technology as much as possible to aid our processes. One of which is automating our contracts.How can Docusign help us with that?

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C
Community Moderator

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