Core Capabilities

I’m creating competency evaluations for our staff and have a question regarding the employee name.  I have it set that the evaluation will first go to the supervisor to fill out and then the employee will receive it next after the supervisor has signed off on it so the employee can read the comments and constructive criticism from their superior.  However after testing it, the employee name will not show up when the supervisor gets it, only when they receive.  Is there a way that I can change it so it will list the employees name at the top when the manager receives the document? 

As those responsible for the Personnel Department at Digibee Company (CNPJ:27.902.981/0001-19) we have access to DocuSign.We are two people in the area, @Clariskelle Faller Huver Trindade and @Sara Pereira but we do not see each other within our DocuSign profile and the ideal would be for us to see each other on the documents that were signed for better management. Would it be possible?Is it possible to change this?The appropriate thing is that we both have a view of everything that she or I go up there for signature. Just like an area group.So in my absence she can look for a document that I have signed, just as in her absence I can have the vision.Another thing, can we leave the documents that are there, already signed, there as a dossier file, or does there have an expiration date for the already signed documents to disappear?Thank you and I wait.

Sorry if this is an easy answer. I am just new to Docusign. My company uses Adobe Sign currently and the only reason we are thinking of switching is because Docusign can integrate with Monday.com. In AdobeSign it lets me create what they call “Web forms” were you can create a contract for someone to sign and have a link to add to your website or just email people the link to the contract. Is there something the same in docusign? We just have adopters sign our contract that way instead of having to manually send to them each time they just go on our website and click the link

hello i hope you can help me out...i’m getting fairly frustrated.  i am trying to use access code - however - the recipient doesn’t get the pop up to open.  it just opens with no request to validate?  it must be something in the settings that will create the validate pop- up.  i need some HELP in where to go in the setting, guessing security - but not sure what needs to be ticked or not ticked.  i compared with  a friend - they are able to get the validate pop up window for recipient - but i don’t.. need some assistance please. 

What is the difference between Delete and Void.  When to use each one.For stock investmemt documemts.Reasons;   1) To correct Investor information error or ommission after sending,  2) to delete investor who changed their mind about amount of investment or decided not to invest. 3) Trust Copany decides 3 days later that they want a change in Document   

How do I contact an account administrator?

I filled in an entire application and realized it was under the incorrect name, if I change the name will everything disappear? 

How do I release an agent from our brokerage DocuSign?

I am trying to change my email address and when I type in the new email address, en error message comes up saying “This security information you are trying ro add is already registered.” How do I resolve this?Thanks.Basak

I need a way to count how many Clickwraps our account has used. I did see the article on signing insights but that only provides the last 30 days. Can I pull a report as an org admin to obtain this information?

When I send a document, the recipient no longer has access to it about a week after they sign it. Is there any way to change the access expiration for recipients on signed documents?

Hi Everyone,I have one requirement where there are two approvals, one is client and other is organization approval. Approval is handled using digital signature using docusign.Now I am able to capture both signatures from the required delegates, but the 2nd signature which I require to be automatic.Like I want the docusign signature there, but I don’t want any person to sign it, I wanted to be automatic.How can I acheive it. I am using power automate. Regards,Hitesh

Hello, I am trying to get my homepage dashboard to show all documents instead of the last 6 months. Is there a way to change this setting? Thanks.

Would be grateful if somebody could help me with the below issue with template matching. I am one of the admin users for our organisations DocuSign account, I have set up all the templates to be used by the non-admin users at the company and these are all accessible via shared folders. At the moment I am the only one who has the ability when sending a new envelope and uploading a new document, the template matching features comes up with the option for me to choose from relevant templates when the standard users on the account follow this process the template matching feature does not show can anyone advise how I can resolve this. Just to confirm I have checked that all templates are visible to all users via the shared folders and I have made sure to mark them all as ‘included in matching’ Thanks for your help

How can I format the number field to accept percentages?  When “%” is entered an error message displays.

Hello, there are multiple internal departments that need to view and APPROVE the document/envelope (not to sign it just approve it). My understanding is once the recipient opens the document, the envelope then moves to the next person in line. Is this correct? I need the recipient to APPROVE the envelope before it goes to the next person and then in the end go to signatory. Can you please confirm process? Thanks

Whenever I am sent a document to sign, I have to press "Next" in DocuSign before I can sign it so that I can access the signature field. Can I switch this off? Thank you.

Hello,I have a document pending that has two signers.  I want to resend the document, but would like to know if it is going to go to both signers or just to the second signer who has not signed.Thanks,Alice 

Hello. I am a Realtor and got a eSigned document (pdf). It has a DocuSign Envelope ID. I have doubts that it was signed by the persona that the Sender states.  I requested the validation certificate, but the sender refused to provide it … making me even more suspicious.  Can I get the certificate and Audit Trail with the envelope ID knowing that I am not party to the DocuSign session?How can I get this if the sender refuses to provide it?Thanks

Hello, I am trying to send an envelope to a client but need it to go through multiple levels of internal reviews and approvals. I don’t want the client to see the list of approvals who are all copied in the envelope. Is there a way to hide this from the overall audit trail in the ‘Summary’ that gets sent with the signed envelope? 

I have an offer to purchase. The buyer missed one initial and one term was changed for which he needs to add an initial. I’ve uploaded the file but docusign isn’t providing the inserts, in this case, initials only to place in the document. What do I do?Thanks TIm

Hi, how can i send a document to a contact saved in my account? Other 2 questions:Why the Windows App doesn’t works? maybe it need an active subscription? it doesn’t work in the trial mode? Is it possibile to eliminate the check with “i’m the only subscriber?” it only wastes my time…Thanks

Sent client documents and she has not gotten anything from docu-sign.  I verified her email address. I voided the original package and resent the documents again.  She did receive the email from docu-sign that the package had been voided on the same email I verified, but did not receive the new package for her to sign??!!  How do I get this sent to her because I know it is a good email?!

Hi,When sending an envelope to a signatory and before signing, how can I prevent the signatory from downloading the document in PDF or printing the document in PDF? I unchecked the "Allow recipients to sign on paper" option but by testing it is still possible that the signer can download the document in PDF or print the document in PDF. I would like him to only be able to download the document after signing it.Thank you in advance for your feedback.

I have a text field that is validated as a date MM/dd/yyyy for the signer to enter.  I am having trouble creating a formula that will add 6 months to the date entered by the signer.   There is not much information online that specifies how to do this.  I have tried using the autocomplete to help create a formula and that is not working either.