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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

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6358 Topics
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Adding Formulas to documents

Hi, we are looking to adopt DocuSign in our finance teams but many of the documents that we currently use are in Excel with pre-populated formulas. We can see that there is a formula button but can't work out how to add a formula. I'd really appreciate some advice from someone who has experience of this, please? Many thanks in advance

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Docusign Employee
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Docusign Employee
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Collaborative attachments?

For attachments, is the "collaborative" option available? I have a form in which I'd like the option to have either one of the 2 recipients attach the file being requested. Thanks for your help!

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Docusign Employee
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Will changing a template that has previously been combined with other templates and saved as a new template have any affect on the new template?

Myt use: I upload documents, create templates, and then share those templates with my team who, ultimately, sends them out to signers for signatures. My team has two types of signers that they send documents to: "Type A" & "Type B" signers. I created a template for a very long and complex document, "Template 1" that both Type A & Type B signers must receive. However, in addition to Template 1, Type B signers must also receive another document which I have already created a template for: "Template 2." Simply, Type A=1 and Type B=1+2. To ensure that Type B signers always receive 1 & 2, and rather than having my team individually add each of the templates to a new envelope, I was going to create a new envelope, add Template 1 & Template 2 to that envelope, and then save that envelope as a new template called, "Template 3." My question is this: If, after creating Template 3 (which is just templates 1 & 2 side-by-side in an envelope), I were to make any changes to Template 1, would the chan

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Docusign Employee
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Docusign Employee
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Save all completed docs to google drive

Can't seem to figure this out. I'd like any doc we send out to auto-save to our google drive. I've linked our google drive account to docusign, and I've found that there should be some way to change file save location and file name before you send a doc, but when I go to use a template I don't get any of those options. I'd love to set it up so that any doc marked completed will save to drive. If there's no way to do that, is there a way to export completed docs to google drive from the completed docs section of the inbox?

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Docusign Employee
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Docusign Employee
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IDR Zone Setup

Does anyone have a good document that explains the IDR Zone in Template setup? I'm trying to use it but with little success. I used a Word document (named PSA) to create a template. The PSA Word document has a footer in it with the document name, which is static. On the PSA template, I used the IDR zone to select this footer information for matching. To test this, I go to send an envelope and add documents to the envelope. I upload the same PSA Word document I used to create the PSA template. With the IDR zone set on the footer document name, I don't get any matches. If I remove the IDR zone ompletely (so that matching defaults to the first 25 words and last 25 words) and upload the same PSA Word document again, I get the matching templates selection screen. I've tried putting the IDR zone on other parts of the template, again do send an envelope and upload that same PSA Word document, and it fails to match a template. The only time it works is when there's no IDR zone. Is there some o

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Docusign Employee
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Docusign Employee
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How we move from SandBox account to Production Account?

Hi Team, Once we have Docusign Sandbox account and Sandbox production account then how we moved our things here and there? Like we develope Docusign Integration using APIS and now we are in the process of moving sandbox to production. I want to know which things i have to take care from the Configuration Perspective. Thanks,

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Docusign Employee
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Docusign Employee
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Edit Verbiage on DS generated notification email regarding access code

Currently the failed notification email that gets sent out to the receiver when the access code has been entered invalid more than 3 times has verbiage on the bottom that is generated by DocuSign and includes an "envelope ID" number that the member can use to enter into a DocuSign account (if the member is already signed up for one". Along with this email notification, we have included our orgs own verbiage stating the requirements of the access code however our members are thinking that the "envelope ID" number shown on the bottom of the email is the access code. Is there a way that the verbiage can be modified?

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Docusign Employee
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Docusign Employee
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Is it Possible to Remove Markup history on Completed Email?

All, One of our users noticed the "Markup History" on the bottom of one of their completed emails while testing. It is believed that this will confuse the users, if they see it in the email. Is there a way that this can be removed from the emails? I searched the Signing and Email resource files in their brand for "Markup History", but came up with nothing. Thanks in advance!!

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Docusign Employee
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Docusign Employee
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Recipient Photo Attachments - Exclude Envelope ID

Hello. Along with the completed DocuSign info/signature, I am attempting to collect a photo. I know how to add the attachment field but the issue I am having is that the photo attachment is returned with the Docusign Envelope ID inserted along the top. This makes the photo unusable for our company. Is it possible to prevent the Envelope ID from being added to photo attachments? Thank you very much for your input & assistance.

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Docusign Employee
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Verify the time a document was signed

I received a document executed via DocuSign by a 3rd party. I suspect that the document was signed after the deadline for signing had passed. Is there a way I can check the time when it was actually signed by the 3rd party? If so how do it do that? Thanks!

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Docusign Employee
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Requesting Signatures from Non-Member (no DocuSign Account)

How does a non-member (recipient without an account) sign a document?

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Docusign Employee
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Docusign Employee
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Voiding vs deleting - is there a way to cancel an envelope and not notify the signer?

What is the best way to deal with envelopes where the signer has printed a copy of the document and returned it to you hard copy, but not "finished" the envelope? We don't want to have to go back to the signer for anything after they have handled signing the document. Voiding sends them a notification, which causes confusion that what they hard-copy signed has been voided. Deleting also contacts them and does the same thing. How is best to close out those open envelopes when you have the signature you need, just not within DocuSign? Thank you!

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Docusign Employee
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Docusign Employee
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Saving Template with fields

Is it possible to save a template with the fields? (such as signature placement, textboxes, etc). It's very time consuming to have to add all the required fields to my contracts every single time.

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Docusign Employee
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Docusign Employee
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Incorrect witness email address given

Hi The person witnessing the signatures of my document has not received and email to counter sign. I believe I have entered their email address incorrectly, is there anyway I can change the witness email address ???

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Docusign Employee
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Docusign Employee
Community UserLegacy User
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Legal Size paper

Is there a way to rotate my legal size paper im sending its sideways?

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Is Docusign e-signature accepted in Florida?

Hello, I work in Miami, Florida. I would like to know if Docusign's e-signature solution is accepted in Florida. Is there something such as state-level acceptance?

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Docusign Employee
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Docusign Employee
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Is there a way to change the subject line in a DocuSign email?

Hello, When sending an envelope in DocuSign, we have users that are signature required and other users who are CC only. When the email pops up in their inbox, the subject line reads "Please DocuSign: example form name" for both kinds of users - those whose signature is required as well as users who do not need to sign the document and are CC only. Is there a way to change the subject line in the email notification to let the CC users know they are simply CC'ed and do not need to sign? Thank you!

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Docusign Employee
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Docusign Employee
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Need access to docs olde than 12 months?

I need to have access to my documents older than 12 months. I need to find a few docs that might be up to 24 months old Please advise

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Docusign Employee
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Docusign Employee
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Print and Sign Option

Is there any way to disable the option that signers have to 'Print and Sign' under the "Other Actions" tab when signing a document? This way they are not given the option to print out the document and sign it instead of doing the electronic signature.

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Docusign Employee
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Docusign Employee
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How do I set up reminders and expiration dates for time-sensitive documents?

I have documents that need to be signed by a certain date. How do I remind signers before the date and cause the documents to expire if they aren't signed by the expiration date?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
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Create template for bulk list?

How do i create a template that can be used for multiple bulk lists? The way you create one right now required you to import the bulk list BEFORE you create fields in the template and requires you have at least one "recipient role" but then all the fields i create are only for that one recipient. Can anyone help?

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Docusign Employee
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Docusign Employee
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Reassigning Signatures

Although my Mailing Envelopes are set with the permission for the recipient to reassign to another signer. The recipient's Action Box does not display this option. In fact, it requires the receiver to sign or decline. Any information on how to sync these two operations would be greatly appreciated.

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Docusign Employee
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Docusign Employee
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Is it possible to Print & Sign a specific document within an envelope?

Hi - wondering if it is possible to have an envelope with multiple documents that need docusinged to have one of the documents to be Print & Signed where the other docs are esigned. For example a form that needs a notary can be printed but all other docs in envelope are esigned. Thanks!

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Docusign Employee
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Docusign Employee
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Can you put a delay timer on when Document can be signed?

Hi There. Just wondering if there is a way I can put a minimum amount of time to have elapsed before someone can docusign a document? To give a bit of context here, we send documents out that our Customers have to have for 24 hours before they can sign (for compliance). Can I make it so I can send it to them, but they cannot docusign until that 24 hours has elapsed? Thanks!

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Docusign Employee
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Docusign Employee
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Can't Login on my New MacBook Air

I recently purchased a new Macbook Air Laptop and when I try to Login onto Docusign I can't. The only thing that happoens is the little wheel keeps spining round and round, round and round, round and round lol. Any help would be appreciatied.

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