Core Capabilities

i believe this is regarding PDF level .but we only have workaround and no complete fix from DocuSign.

For example - I need a 3 year residence history. I have a set of fields for address and field for number of years residing there. If they put any integer below 3 in the years residing (number)field, I will have the next set of fields for an additional address become required. I would like a formula to calculate the number fields and recognize when the sum is 3 or greater and allow the signer to move on. 

Hi, I am new to DocuSign. From the home page, I do not seem to have the "start" "send an envelope" selection anywhere so I am not able to move forward. Is there something else I need to do? Thank You! Theresa Kamberalis

I am sending out a PDF with some fillable fields, including the name and title of the person signing. How can I request an esignature and let the recipient fill in their name/title when they are signing?

This was not showing like this before. All of a sudden this field has changed. Is there a way to undo this?

I sent an envelope for eSignature to 20 people, only two didn't sign up and my envelope got void, is there a way to unvoid it or have the document with all the other signatures, and just add the last two?

The envelope has expired, that's why was voided, but one recipient is still missing a signature, the others have already signed. So, to avoid sending another envelope and asking for signatures again, I wonder if it is possible to reopen the voided envelope.Thank you in advance!

I just need to change the wording in a paragraph

how do you add fields to multiple recipients in a bulk send at once?

AfternoonBit of an urgent one. A sender of an envelope is on holiday without access to DocuSign. They are also the final signer of an envelope. The documents have all been signed by all parties and waiting on the sender to complete.What's the best way to allow someone else on the same account to sign in their absence?Can administrator correct the envelope and change the signer?Can admin transfer the envelope to another user and does that change the signer?Many thanks. 

Has there been a recent D/S change for people who are CCs? People copied used to get a copy of the "Please Sign" initial email, now only get the final signed doc. Thanks.

I'm trying to solve for the Conditional Logic if a Name is entered, then either SSN or DOB are required but not both and still allow both to be entered. Is there a way do this? Thank you!

How do I direct "complete" notification to a colleague when I'm on holiday? 

I have put in a lot of work and now I have to save it down and send them later when the client is ready to sign. When I tried to Save & Close, it won't allow me. The error message says "Envelope is not locked" how can I save my work?

Think of it as a recipient 'Correct', where they can override and redirect their signature request to someone else.

When you share a document with another user does the other user then get the update emails. ie if the client has signed the forms? New to DocuSign and looking to check this for holiday cover. Thanks.

I've been asked to look at using QES in our environment because the European Commission are soon going to mandate QES for their documents. Does anyone know if DocuSign's QES solution is compliant with European Commission requirements? I've searched for ages online and looked at various pages on the DS website, and the closest I have found to anything definitive is this: DocuSign’s standards-based signatures portfolio offers a range of methods to verify signer identities of signatories and is independently certified against European Commission-recommended technology standards....which I think is too vague to present to users who want something more definitive as it doesn't specifically mention QES.Thank you.

If you send someone a docusign link, and they have a forward rule on to someone else, can that someone else access the docusign link do you know? Or is it restricted to the person it was shared with

I am new to DocuSign and didn't find this brought up in previous discussions. It seems that all of the instructions on how to use template matching is to start a new envelope. Is there a way to initiate template matching when creating a new template? All I want to do is update the text and layout of an existing template by uploading a new version of the original document the existing template is based off of. I see in the template list I can "Include" each template in matching, but nothing happens when I upload the new version of the existing template document, it just creates a new template and no visible way to merge the two.Thanks

 I see where the Bulk Send option will send the same template as 300 individual envelopes, but that gives us 300 copies of the same document with one signature per document. We need only one document with 300 different signatures.

How do I remove the copy view/watermark on the final executed documents? Thank you.

How do you add a date to a document that has already been signed by Docu-sign? If not possible, how can you send out a document by Docu-sign and date it later? (i.e. is there a field that can be completed at a later point?)

we exceeded our envelope limit but we can still use esignature. Is it necessary to add envelope or we can continue using without adding?

I have a user who had previously set up a free account. I added her to the Company account, but when she logs in with her email address, it still takes her to the "free" account How can I switch the associated account on her profile?

I'm creating my first template (to use in the Apply Template feature) and I'm not seeing a way to make the fields Optional, like you can in a regular envelope. There are some fields that will be optional (checking any boxes that apply), and others that I need required before they can complete the envelope. Anyone know how I can designate the fields when creating a template?