Core Capabilities

Is there a way to bulk download certificates?

When I send a contract to someone and CC others to receive a signed copy, the CC'ed recipients can't see in the docusign email who the contract was sent to, their CC'ed status, or who else was cc'ed on the email. Normally, emails show this information at the very top of the message. How do you change the docusign email so all parties can see that this contract was sent to Person A, and Persons B, C, and D are just a CC? This is causing major confusion at my company.

Hi everyone,Is there a way to track who has signed your powerform? The powerform is mandatory, so I am trying to track down those who have not signed yet. Thanks!

I have received a declaration signed by party who has used docusign. How can I verify this docusign number in my DocuSign?

Is there way to bulk download all envelopes with contained documents? I don't want a list in a CSV or excel format, I'd like to be able to queue up a download of all documents rather than doing it one by one. Can you "select all" of completed envelopes?

I am looking for the best practices for creating a login policy/password policy for our DocuSign end users. In a DocuSign support article, it states: The DocuSign system allows users a set number of log-in attempts with an incorrect password. For account security, if a user enters the wrong password too many times, the system locks the user out temporarily. Users can attempt to log in again after a brief waiting period.What is the number of log-in attempts before the system locks the user? What is the waiting period? Can these be altered by our account admins?Additionally, I am trying to figure out information on when two-factor authentication happens. Can account admins make this a feature for unrecognized devices, or is it an automatic system setting?

Am trying to create a new room for a recent sale. I enter the tax info and address., fill in the rest of form and hit save. Then that Error calling 3rd party shows up all the time. I have used DTR for years. What is happening?

I had sent an envelope for a prospective employee to her personal email. She's now an employee and I can't figure out how to either update her email address or delete her from my address book and start over. Suggestions?

Is there a way to receive completed documents from the user in separate pdf documents? We currently have 5-7 pdf documents in one power form, and when we received completed documents, we would like to have all pdf documents separate rather than combined.

For example, I would like to send a subscription renewal document (standard format for doc signatures) but also include questions like: Please provide purchase order number if available When is the expected date for budget approval?The goal is to make this exchange more interactive.Thank you!

This role works like, once the receiver clicks in link sent by DS, automatically the signature flow continues to the next person, without giving time to look or review the document.This is an issue that we are having sometimes, when receiver in this role detected something wrong and want to change or correct the document, and can´t stop the flow of signature.Could be possible, only move forward if the assigned person in this role accept in the platform to continue with that document, like an option to submit “confirm/approve or decline”.

Can you change the person authorized to provide the signature to someone else without having to resend the letter?

When setting up the Docusign Envelope template for sending signature from CPQ Quote object, I cannot see the Merge Field arrow so that I can set up the merge fields to display on Quote template and write back to Salesforce. (See screenshot).

It was noticed that the DocuSign certificate used time zone US pacific Time (US and Canada) for documents. This while the account was set to “Same as my computer's time zone” (Time zone Netherlands). As a result, it appeared as if the document had been signed at 03:54 (five to four in the morning).After further searching in the settings of my DocuSign it turned out that when I clicked on “specify time zone”, there was automatically time zone US pacific Time (US and Canada), the time zone that was on the certificate. After adjusting this time zone to Dutch and logging out/logging in, the correct time zone is placed on the certificate. But it seems to me a little bit strange that the previously generated certificates with the US pacific time (US and Canada) have now been changed into the Dutch time zone. This means that when changing the settings, the original data of existing certificates will be adjusted. Which may also mean that if the time difference between different time zones

How do you access the Document Visibility feature?

It's not available to enter and view the document when I click the "Review Document" in the email with attached error message.  I was able to view the document but not working now. How can I fix this?

Is there a way to add more singers to a document that is already circulating for signatures? Thanks.

How does Powerforms work?

I have approximately 300 contracts to send to clients and would like for them to DocuSign but I can't figure out how to do this.. I also have to send invoices with contracts. Can anyone help me?

I'm looking to bulk download combined documents, preferably using a date filter. I'm working from the Completed Quick View on the Manage page. I currently have to click the download button on each item: And this pop up displays where I then have to select Combined and Download. I'm able to filter the results on this page and I see an Export as CSV option. Is there a way to select all the docs and bulk download as Combined?If not, how do I open an enhancement request?

Hi DocuSign community - I need to create a document which is sent to a large number of customers, which is both populated with various information customised for each individual client (address, chosen product, representative name, etc), and sent to all clients in bulk.I'm hoping there is a method where I can pre-populate various fields within the document itself with data drawn from a .csv - presumably this is possible using custom fields and/or data labels, but I'm struggling to find the solution.Any help would be appreciated. Thanks

Hi, I've got an envelope which is including 21 signer in it but I want to resend this envelope again to just one signer. How can I do that?

A recipient I send to twice a month has a new email address. When I type in her name her old email pops up. How can I update the popup to be her new email? I've sent her documents with her new email, but it doesn't pop up ever. Thanks.

How long does a DocuSign link last before it expires ?

How do I included the signed documents into the automatic DocuSign completed email ? I have tried to change it on settings however its still just sending a link to view the signed copies.