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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

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6124 Topics
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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 you extracting it

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Docusign Employee
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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

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Docusign Employee
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Docusign Employee
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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?

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Docusign Employee
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Docusign Employee
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remove DocuSign "box" around signature

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

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Docusign Employee
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Docusign Employee
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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?

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Docusign Employee
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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.

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Docusign Employee
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Docusign Employee
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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?

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Docusign Employee
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Docusign Employee
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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,

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Docusign Employee
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Docusign Employee
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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?

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Docusign Employee
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Docusign Employee
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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.

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Docusign Employee
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Docusign Employee
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asked in Rooms
locked out of DocuSign Transaction room

I dont know my paswwod

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Docusign Employee
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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?

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Docusign Employee
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Docusign Employee
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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?

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Docusign Employee
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Docusign Employee
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asked in eSignature
Custom Fields

Hi, So far the help section and videos have been inforamative, I am trying make make 1 Template with 3 documents with several fields that repeat. I thought that if I saved a custom field and used it throughut the document that they would populate the same information (like "Phone Number" from a text field) throughout the documents. That would be 1 of the reasons why i want to use docusign. Is this true or am I imuting the fields wrong (must the "shared" box be checked)?yhank you

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Docusign Employee
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asked in eSignature
how can both my spouse and myself sign a document sent to my email?

I received an email that both my wife and I need to sign. I am able to sign but how do I get my wife to be able to docusign?

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Docusign Employee
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Docusign Employee
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asked in eSignature
change void status

I have an envelope that expired and went into VOID status. The transaction is still open so I would like to continue using the envelope. Just change the exiration date which I now realize was too short.

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Docusign Employee
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Docusign Employee
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asked in eSignature
How to change the colour of the pre set signature

Dear all, I'm signing documents through DocuSign. The signature must be in BLUE (customer requirement). I would like to know if it is possible to change the colour of the pre set signature. Thanks in advance.Best regards,

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Docusign Employee
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Docusign Employee
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How can I combine existing templates?

How can I combine existing templates?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Query on on-Premises eSignature

We have been exploring DocuSign’s eSignature (Embedded Signing and Embedded Sending) and the APIs are integrated with our product (note that the product is developed using C#, Asp.Net, MVC technologies). It fulfills much of our requirements, but due to security concern we cannot allow our documents to be available outside the network. We want following features but with on-premises hosting: a. On-premises signing. Documents must not be available outside our network. b. Any authorized system user should be able to raise signing request on a document with multiple recipients. c. We want document to be signed using eSignature (NOT the digital signature). d. Tagging (where recipient must sign the document). e. Routing (order in which recipients should sign the document). f. Reminders and notifications. g. Tracking Document Status (Completed, Rejected, Awaiting Sign, Certification of Completion). Please let me know if DocuSign eSignature can be hosted in our network and should be integrated

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Docusign Employee
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Docusign Employee
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asked in eSignature
Report on Tag Data

I have created a template for all available tags. These are standard tags, not custom. The tags are all anchored with special scripting like \\\\S-1\\\\. I would like to generate a report (Excel) that has the Recipient, Label, anchor text, formating properties, and conditional fields. Is it possible to generate a report against standard tags? (I think you can do it with custom tags) Whenever a change is made, this report would help others to rebuild the template according to spec.

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Document Visibility/Workflow

Hi, I'm trying to set up a workflow with selective document visibility but I'm having some trouble. The workflow I'm trying to create is as below: - Signer 1 - has visibility of document 1, completes and signs - Signer 2 - has visibility of document 1 & 2, completes document 1, completion of document 2 is dependent on information provided by Signer 1. Therefore, document 2 is not always needed. - Signer 3 - has visibility of documents 1 & 2, merely has an approve button on each to check the documents are correct. - Signer 4 - has visibility of document 1, signs and completes. Each signer then receives an email with the completed docs, which includes document 2 regardless of whether it has actually been used or not. My question is this - is there any way Signer 2 can delete document 2 where it is not needed, i.e. where signer 1 answers 'no' to the relevant question and doc 2 is not needed? Many thanks in advance!

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
General Email Alias for Multiple Users to Send from

I have 3 users who want to use a single corporate Outlook email account so they can all manage documents. They want the emails sent for signatures to identify that they are from the IT Planning department and not from them personally. My idea was to create the corporate Outlook account and create a DocuSign account usinig the corporate email address. They can all share the Outlook account and manage the emails. The issue: After activating the DocuSign account whenever they attempt to log into DocuSign again they are prompted that the password is incorrect and they must reset the password. Will my idea work and if so why are they getting prompted for a new password each time they try to log in? Thanks for any help!

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Can't finish signing Application

I'm waiting for a callback at 1:00pm because I can't call to the US. I still have information to give to complete application.

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
How do I create multiple signatures?

I want to have more than one signature style - how do I do that?

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Docusign Employee

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