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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5012 Topics
taylor13
Newcomer
taylor13Newcomer
asked in eSignature
Error has occurred. Make sure your connection is stable and try again.

Whenever I try to login, there is always an error that says “Error has occurred. Make sure your connection is stable and try again.” but when I tried to login to other machine, it successfully logged in. Do you have any idea how can I fix the error with my machine? They are both connected to the same internet 

5
A
Community Moderator
1 month ago
K
Newcomer
KNYNewcomer
asked in eSignature
Signing a document already signed with signer-held certificate

I have to sign with Docusign a document already signed by other parties with their signer-held digital certificates. But when I do it, DocuSign certificate is added and valid, but the other certificates are no longer valid. How can I make these certificates remain valid when I sign ?

4
A
Community Moderator
1 month ago
L
Newcomer
Lynsey.FolkmanNewcomer
asked in Web Forms
Web Form Carbon Copy?

Is it possible to have those other than the signer and sender of a web form receive a carbon copy of the completed form?I have a routing group in the template used to create the web form and that is supposed to receive a carbon copy of the document after completed. However, for some reason the completed document is only coming to me as the sender and to the signer.I see the option to have “Additional Recipients” as part of the Web Form, but it looks like this is really additional signers. I’m not seeing a way to add copy-only recipients here. Am I missing something?

6
A
Community Moderator
1 month ago
P
Newcomer
PeterMcCNewcomer
asked in eSignature
Fee Agreement date shown is before I received the doc for signing

I received an important document on the 24th February 2021 and eventually signed it using docusign on 1st March 2021. I printed the signed doc but have misplaced it so I asked the Finance company to send me a copy. I received a pdf file of the doc but the Fee Agreement date shown is 11/02/2021 (11th February 2021). How is this possible? All other aspects of the document are exactly what I remember I signed on the 1st March 2021. I would appreciate your comments/ answers so that I can go back to the Finance company with some confidence. Thank you.

5
P
Newcomer
1 month ago
A
Newcomer
axelbondNewcomer
asked in CLM
im new here

we have 3 companies does that mean we need 3 separate subscriptions?

0
A
Newcomer
1 month ago
R
Newcomer
RacheluwcNewcomer
asked in eSignature
Unable to locate Documents Expiring Soon

Hi, at the “Home” tab, it reflects as 1 document is expiring soon but I cannot locate this document even if I select “All Time” or any document sent to me or by me etc. Is there a system glitch somewhere?

2
A
Community Moderator
1 month ago
A
Newcomer
alibNewcomer
asked in eSignature
DocuSign Alerts for template fields

We use DocuSign for our employment contacts. We ask certain questions that we may want to follow up on some answers, such as disabilities (in order to understand whether we need to put any additional resources in palce). is there a way to set up an alert or email if certain check boxes are ticked? This would help us to identify which new employees we should be reaching out to.  Currently we’re downloading and looking at each contact, which is time consuming when we have over 70 new starters per week.

2
A
Community Moderator
1 month ago
J
New Voice
jsilberbergNew Voice
asked in eSignature
DocuSign No reply

Hi Folks, Hope you are having a great day, We are currently using DocuSign to send loan documents to customers, however the Loan System only allows for the person to sign in and send as individuals to recipients which they can respond based on the person who send the document. Is there away to prevent recipient from seeing the person’s email address or possibly substitute the senders email with a no-reply email? Thanks for your help

2
A
Community Moderator
1 month ago
T
Newcomer
Tom LombardoNewcomer
asked in eSignature
Unlimited envelopes

We use 100 plus envelopes a month is there a more cost effective option than the pro plan

2
A
Community Moderator
1 month ago
C
Newcomer
Colleen FirstNewcomer
asked in eSignature
Status column on DS main page - change back to the old format

It used to be that the STATUS column would indicate how many people it had been routed to, with the number of remaining people listed. Now it only has a vague progress bar, and the number of people remaining. I do not find this helpful, as I need to know how many have already seen the document. It is possible to change my setting somewhere? Or to go back to the original status indications?  

3
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Community Moderator
1 month ago
T
Newcomer
Trevor RajalaNewcomer
asked in eSignature
Editable Excel Spreadsheets?

Hello.  I am a final recipient of a Docusign form that will also include an Excel spreadsheet separately.  I understand that typically, this spreadsheet gets converted to a PDF, which doesn’t allow me to edit/input some numbers into the sheet, which I need to do as a final step. Is there a way for me to receive the actual spreadsheet (Excel), or convert it back, or any other ideas on how I can input some numbers into a few fields, short of doing text boxes (which I call a Band Aid)?  Thanks

2
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Community Moderator
1 month ago
J
Newcomer
JuliewNewcomer
asked in eSignature
Which version of docusign should I get for RON signings.

Which Version of Docusign do I need for RON signings?  I also need the verify option too for ID’s. 

2
N
Community Moderator
1 month ago
N
Newcomer
NatNat76Newcomer
asked in eSignature
Text and checkboxes not working?

I am adding text and checkboxes to a rather large application form and now it has suddenly stopped letting me add anything to the form! I have saved and logged out etc but when I go to start again with entering text and checkboxes it now deletes anything I try to add? Any ideas anyone?

2
N
Community Moderator
1 month ago
F
Newcomer
FerdyNewcomer
asked in eSignature
How to validate a COC (certificate of completion) of old documents/closed accounts

Hi,How long is the Certificate of Completion (COC) accessibleafter purging an envelope after closing an account by a signer with no DocuSign accountWhat does a party have to to if he/she wants to validate a Digitally Signed document after 10 years? Is the COC still accessible in DocuSign?Or is the certificate available in the signed document for all time? If so, how validate that it is indeed a valid signature (and not a fraude document)?Thanks

4
F
Newcomer
1 month ago
M
New Voice
michmiNew Voice
asked in CLM
Missing documents when downloading completed envelope

How can two recipients download same completed document (PDF), and one of them has missing (blank) pages.  Am suspecting PDF settings.  Any ideas?

11
M
New Voice
1 month ago
B
New Voice
bhavinNew Voice
asked in eSignature
Power form URL is not working specific region

suddenly it was not working UK country and it is working for other country ex. India so what is issue ? and facing this error :  “System Error: Your DocuSign request cannot be processed at this time.” 

12
A
Community Moderator
1 month ago
K
Newcomer
kelly.hiznayNewcomer
asked in eSignature
Can I see documents that have been sent to me for signature, that I have not signed yet, in my DocuSign account?

I am trying to set my account up so that I can sign into my account and just see all of the documents that have been sent to me from outside senders for signature.  The goal is to eliminate the need to go to each document directly from the email notification that I have received a document for signature.  Is there a way to do this?Basically, I don’t want to receive emails from DocuSign, I just want to log in and see everything I need to sign and sign them.  Thanks!

4
A
Community Moderator
1 month ago
L
Newcomer
LerbergNewcomer
asked in eSignature
Cancel monthly plan

Wow - not the easiest but a simple question.I don’t use or need DocuSign but maybe 2 months a year.  As a NAR member can I upgrade from free to the NAR Realtor for maybe 2 months on the monthly plan and then cancel that plan and automatic billing?

2
A
Community Moderator
1 month ago
S
Newcomer
shahirafifNewcomer
asked in eSignature
Elastic Template versioning and Maintenance best practices

We are currently exploring elastic templates and want to better understand versioning as well as how to maintain the different templates incl. versioning. For eSignature, we are creating for every major version a new template. The templates are created on sandbox and after successful testing uploaded to production. When I was downloading and uploading elastic templates, I realized that the uploaded template always starts with version 1.0 and no version history is available. We are now wondering, how we should best work with elastic templates, because we wanted to use the versioning functionality from DocuSign for elastic templates, but continue download and upload of templates to reduce double work as well as ensuring no human errors in case we would need to perform changes on production directly instead of “transporting” tested templates.Are there any best practices recommended by DocuSign?

2
A
Community Moderator
1 month ago
A
Newcomer
Adrienne774Newcomer
asked in eSignature
Emails not being received

My documents are not being received by the signer I have done several tests on my own emails, and they are not being received.  Its shows they were sent in the history. How do you get help from customer service with this issue or can anyone help with this issue.  Thank you.

2
A
Community Moderator
1 month ago
A
Newcomer
AdeleBNewcomer
asked in eSignature
Two fields, signer only has to complete one

I have a document where the signer has to complete one of two sections, so I can’t make these fields mandatory because they only need to complete one, and only they will know which one needs to be compelted.  These fields are currently set as Optional, but that means the Signer can skip right past them, how to I get the to complete one of the two options?

2
A
Community Moderator
1 month ago
A
Newcomer
Ashand23Newcomer
asked in eSignature
How do find the "Attachment" field for me to do add to a template so that a client and add a attach a picture to my contracts and e signatures?

I upgrade to the Pro options so that I can access to the attachment field and now I can find it all when I am creating envelopes to send out for e signatures. 

2
A
Community Moderator
1 month ago
D
Newcomer
DaovoNewcomer
asked in eSignature
DocuSign result

Hi, About few months, i could not receive Document after the Clients/customers finished E-sign !Before i received it automatic right after they signed in. Now i have to open DocuSign  Web to view it and loading it …..Please fix it for me, i want automatic receive the result after they signed in.Thank you Dao Vo  

4
A
Community Moderator
1 month ago
C
Newcomer
CoolMustacheGuyNewcomer
asked in eSignature
Default Text Font and Size

Is there a way to set the default text to a specific font and size? The default settings - Lucida Console, size 9 - are awful.  

3
S
Newcomer
1 month ago
G
Newcomer
GRileyNewcomer
asked in CLM
Error Message on New forms

I can’t save one of the new documents that was just approved. I keep getting:Could not convert string to decimal: true. Path 'room.additionalInformation.sellerConcession'. Reopening Form Fill Session. Any Ideas?  

0
G
Newcomer
1 month ago

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