Core Capabilities

how to add my wife signing

I keep trying to add conditional statements on the text box to enable if "Corporation" or "Trust" or "Partnership" is selected but when I do I keep getting "This field is already conditional" on the second condition.Thanks!-Tim

For the past few days and more then 8 hours of phone calls between the sender, docusign, and lexisnexis I am still where I started at. I am beyond frustrated! I am trying to sign a loan document that requires me to pass the security questions. The first screen is the ID check which goes to an error message "unable to find your name in the public information database" - I called lexisnexis to verify that they can access my information and that the information I am entering is is exactly the same as what they have. They state all is well on their end. I called docusign, spoke with 2 tier operators twice - had my sender on a 3 way - shared my screen and nothing. Docusign says ask the sender to remove the security - sender requires it and will not remove it. Lexisnexis states no problem on their end and docusign states it is lexisnexis. I can never get past the ID check! There has to be a way to resolve this. From reading the questions, this problem has happened before

I need to create an attributed calendar (date) field that must be automatically filled when the user fill in the "Effective date of Contract" attribute field and a "terms" field that contains ammounts o months duration (i.e 30, 60, 90 months...)I haven't found any way to acomplish this, I've tryed with Smart Rules or Workflows, but those features didn't calculate the final value (initial date + terms = final expiration daet) in real time ( when the user is manually fillin in the attributes values).

In the 'Send for external review' step, the document section seems to be only allowing 1 document to be selected. How do I select more than 1 document ? I chose the 'Use a Variable' and I can only select 1 document variable, but I need to be able to select 3 document variables for the external user to review and sign, if anyone has tried it successfully please let me know ? thanks ! Joyce

how do delete a signature field box mistakenly added in?

the only way I know if there is a new document completed is if I keep track of the number next to "Completed" or by email notification but it never goes to "Action Required". Is there a way to fix this? No one else I've asked has seen this problem before.

I am interested in having 2 groups the can review and sign the same envelope (set of documents) independently of each other, with signing order within each group. Then once both groups have completed their review and signatures, it will be merged and flow to a leadership review with a set signing order.

Can a Signer be prevented from printing or downloading a signed document?

Looking to sign document no815107 ​

When I press NEXT, this comes up and won't let me move past it, "This recipientId already exists."

how to create a group recipients. I send documents to the same recipients all the time.

I need a copy of the drivers license and social security card returned with the application for employment. Is it possible for the candidate to take a picture of their documents and attach them before returning the application that I have sent to them?Thank you,Sarah Brewer

why does docusign continue to send out notifications to users that have already signed

How can I get the certificate or summary page added to a completed envelope email?

Regarding Knowledge Based Authentication, does the recipient have to answer all the questions correctly to pass or is it a certain percentage of the questions?

What is the current redudancy/disaster recovery expectations for Docusign (web)? For example most web based systems have a fail over between servers in different locations, etc.. What is Docusign's RTO (Recovery Time Objective) for the service?

As an admin, can I find a document that was completed 6 months ago by a user on our corporate account, even if I don't have shared access to the users inbox? If so, how would I go about accessing those documents? Is there a time limit before docs archive, and how is the archive accessed?Thanks!

How do I use a custom form to gather address, name, etc., and then have those items automatically plugged into a DocuSign template?

I am a sender drafting an agreement template that requires name and date fields within sentences. This template is being used for bulk sending.Is it possible to have fields move text as they expand? Otherwise there will be awkward spacing or overlap between the completed field and the rest of the text.I would appreciate any advice!

I want to have someone sign and another to receive a copy, but I want to know if there is a way that I can make sure that the person has read the received copy. Is the add access authentication what I need?

why when I try to send my envelope,this message appears and my envelope does not get sent. "the envelope allowance for the account has been exceeded" What do I have to do to be able to send my envelope when this message appears?

I have a formal name that I rarely sign and I accidentally signed my usual shortened name. I don’t see anywhere to clear the signature & redo it so all the documents being sent to me, as soon as I click on the signature it automatically signs my shortened name which is the signature it saved. I need to change it & cant figure out how.

How do i sign the doc then send out for others to sign?

I have a free account that was automatically created when someone needed me to sign a document. Then after a few months I opened a paid account. Now I want everything to flow through my paid account but when this one person sends me docs to sign it goes to the free one. How do you delete a free account?