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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

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Kathy GlynnNewcomer

asked in eSignature

DocuSign envelopes were sent but are not appearing in a User's Inbox

We reactivated the user’s profile hoping this would resolve the issue, but it did not. We also sent this same envelope to another user and it was received by the second user.

1 month ago

smbbNewcomer

asked in Web Forms

Can Web Forms be used to have new hires fill out Form W-4?

We currently only use Powerforms for new hires to fill out a new hire packet, including the W-4. We then manually transcribe all of the information into our payroll platform.We would like to be able to export the data from the new hire packet to streamline this process. Does Web Forms allow for the Form W-4 to be signed, that we could download the employee data AND save a PDF of the document for our records? Thanks,Susie

1 month ago

GWeberNewcomer

asked in eSignature

Signature Requirements

If I am remitting an envelope that requires a designated individual to sign on behalf of the entity (i.e, M Jones, President of ABC Co.) WHAT names goes in the “recipient” field for the envelope delivery? I always ensure the signature line is updated to read: ABC Co by: M Jones, President with the intent that M Jones would click and sign. ISSUE- sometimes my completed docs come back as intended (M Jones) and sometimes they come back w. ABC Co as signature? I list the ENTITY as recipient on all and no clue why it only happens on some? Does the recipient have to designate OR is something I am doing wrong on my end? Help??thanks

1 month ago

Carlos RojasNewcomer

asked in eSignature

I can't see "Start" under Templates.

1 month ago

AntDembyNewcomer

asked in eSignature

Signing Fields for Multiple Users

I’ve created an envelope I need to send to 45 people to have signed. I added the document and all 45 recipients. They all need to sign the form individually using the same fields. I added the fields but the color coding leads me to believe it’s only for the first person on the list. I can’t tell if I hit send whether or not everyone will receive the same envelope or if only the first person on the list will have the fields to fill out. It’s basically a bulk send but I don’t have the account tier to add all the names at once.I even tried a template but it asks me to add fields for every recipient.

1 month ago

MaxaNewcomer

asked in eSignature

Marks on PDF for Signing

I have uploaded a pdf for signing and when I go to add signatures it has marks all the way through it - like this. Why and how do i fix it?

1 month ago

mshealyTroubleshooter

asked in Web Forms

I need a field on my web form that is current date

i have looked at text and date fields but don’t see how to assign current date to a web form field.

1 month ago

RJLWBNewcomer

asked in eSignature

See original message in completed email

Hello. As the sender, is it possible to see the original message included within the completed email that gets returned once all parties sign? The original message appears in the completed email for all recipients but not for the sender. Thanks!

1 month ago

MMpaquetteNewcomer

asked in eSignature

Avoid to sign every single document

We have a contract for 400 people to sign. How do I ensure that my signature and initials are ALREADY on the contract when I send it to 400 people? I don't want to have to sign every contract independently. When sending, my signature is already recorded. Is it possible to do this?

1 month ago

JunjieLiNewcomer

asked in eSignature

In the demo environment, the sent email contains the "本文档仅供演示使用。"

My question is how to set the language for this.Change "本文档仅供演示使用。" to "This document is for demonstration purpose only."

1 month ago

kliddiNewcomer

asked in eSignature

KBA Requirement

Is there a way that an admin can require all users in their company to send all envelopes with KBA security questions to access?

1 month ago

raycryNewcomer

asked in eSignature

Forwarding Completion Emails

Is there are way to forward the completion emails to a recipient that is not part of the signing group and that recipient be able to access the documents via the link in the completion email without having to log into aDocuSign dashboard?

1 month ago

XenuNewcomer

asked in eSignature

Why is Docusign Support ignoring my open support case?

Two weeks ago I opened a support case about double billing on my account. I received an email from Docusign billing support asking me some details to confirm ownership of my account. I responded immediately, and that’s the last I heard from Docusign support. Why is Docusign Support ignoring my open support case? I’ve made multiple requests for a phone callback and nothing. No calls, no voicemail indicating a call attempt. Nothing. How do I get Docusign to respond to my open support case??

1 month ago

Allan CampbellNewcomer

asked in Web Forms

Why can't WebForms be sent in an envelope, pre-filled?

The WebForm interface is far superior to having a signer navigate a tiny PDF on their phone. So why hasn’t Docusign enabled a WebForm to be the primary content of an envelope, pre-filled with content by the sender, like we can today with a regular PDF or Word template?

1 month ago

Millem04New Voice

asked in eSignature

Prevent fillable fields from being flattened

I have a test script that I need route for pre-approval. This is a word document with multiple check boxes at each test step. These boxes are to be completed by the tester during execution of the test script. However, when we rout the document for pre-approval, the fields are flattened and no longer editable. Is there a way to prevent this? Thanks in advance.

1 month ago

bdimsdaleNewcomer

asked in eSignature

Group Signing Issue

Hi,I have a signing group with three members. When an agreement is created and sent, one of the three members needs to go in and approve it before it gets sent to a client. The issue we are running into is periodically when one of the members goes to approve the document, they are notified that someone from the group is already in the process of approving the document. However, when we ask that other member, they tell us they have not even opened it. So, the original member who is trying to open and approve cannot move forward and the document cannot move forward until the other member goes in to approve. It’s very frustrating and we cannot figure out why DocuSign is saying someone from the group has opened the document when no one at that point has opened it except for the member trying to approve. I have attached a screenshot of this message as well. Any help would be appreciated!

1 month ago

michaelsmillsNewcomer

asked in eSignature

Formulas Disappearing

Certain formula fields will not save when I “Save and Close.” Fortunately, not all of my formulas are disappearing, but certain ones do over and over. I have set up these formulas six times, and every time I save the document, upon reopening the template the formula setup has been erased.

1 month ago

YulzNewcomer

asked in eSignature

CHANGED JOB. I CAN'T RECEIVE NOTIFICATION EMAILS

I CHANGED JOBS. I CAN STILL ACCESS MY ACCOUNT.HOW CAN I CHANGE MY ACCOUNT EMAIL ADDRESS SO I CAN RECEIVE NOTIFICATIONS?I'VE TRIED E-MAIL ADDRESS UPDATE IN MY PROFILE, BUT IT GIVES NO OPTION, AS IT ASKS TO GET A CODE FROM THE CANCELLED E-MAIL ADDRESS.THE REASON TO CHANGE THE E-MAIL ADDRESS IS BECAUSE I STILL HAVE CREDIT ATTACHED TO IT. OTHERWISE, I WOULD JUST OPEN A NEW ACCOUNT WITH A NEW E-MAIL ADDRESS.CAN YOU TRANSFER EXISTING CREDIT TO A NEW ACCOUNT?THANKS.

1 month ago

madsandersNew Voice

asked in eSignature

Is it possible to have multiple levels of a decline within an e-signature document?

I have an e-signature workflow with three recipients: borrower, finance dept, and comptroller. I already have the process set up to allow the finance dept to decline the document. I want to know if there is a way to set up a decline process for the comptroller recipient. Say the finance department e-signs the document, but the 3rd level (comptroller) finds an issue with the document. Is the comptroller (3rd recipient in this workflow) allowed to decline? If so, I want the workflow to bounce back to the 2nd recipient, which in this case is Finance department.

1 month ago

LTaylorNewcomer

asked in eSignature

Help with document accessed via email.

Hi, i am opening a document via email sent from my employer which requires my initials printed on several pages, then a signature at the bottom. When i open to document it takes me to https://au.docusign.net/Signing/xxxxxxxxxxxx I have accidentally my wrote my signature while accessing the document via my phone as my initials and have no option to change them I cannot access this email via my account as when i sign in it takes me to https://apps.docusign.com/send/home ‘Alternate Signing Method’Visit Docusign.com, click 'Access Documents', and enter the security code:I have the security code from the email, but when i go to the link and use the security code, it will take me to my au.docusign.net/signing/xxxxxxxxxxxxx url where i cannot change my initial. When i try to contact support through https://support.docusign.com/s/?language=en_US then https://support.docusign.com/s/contactSupport?language=en_US and i click ‘open a support case’https://support.docusign.com/CSP_DSClogin?ec=302&am

1 month ago

brianjpressmanNewcomer

asked in eSignature

Bulksend- Adding a prepopulated Field to a form

Hello Community: This must be possible but I just can’t figure out how to do it.I’m trying to send a simple document to a group of 200 people. I have a CSV which contains name, email address, and physical address (3 fields). I have been trying to use the bulk send with a template I created. What I’m trying to do is send each of the 200 people a copy with their name & address prepopulated. They then just sign it and a time signed is added automatically.For some reason- only the email address and name shows up in the document itself and the address keeps reverting to a custom text field. Am I missing something? I keep trying to rename the address field “company” or “title” since I see those fields in the editor but it doesnt work. What am I missing? It must be possible to do this. I’ve googled and searched all over and i cant seem to find someone answering the same use case. Thank You for your help in advance!

1 month ago

CatroNewcomer

asked in eSignature

nozzle

what is the function of the nozzle

1 month ago

PedrooTNewcomer

asked in DocGen

Specifying Custom Text Box Size with Tags in DocuSign Word Documents

I would like to know if it is possible to specify the size of a text box for a custom field using the tag added in a Word document in DocuSign, such as \text_1\. If so, what is the correct syntax to specify the dimensions (width and height) directly within the tag?Thank you for your assistance.

1 month ago

SWRE - SharonNewcomer

asked in eSignature

Signatures and Initials

Am I able to darken my clients signature and initials, text comes back very faint.

1 month ago

Green SharonNewcomer

asked in eSignature

Blind Carbon Copy

Can you send a blind carbon copy in Docusign? I want to be able to send completed signed document to someone, but do not want anyone else on the thread to be able see their contact details.

1 month ago

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