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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5015 Topics
P
Newcomer
PintelNewcomer
asked in eSignature
Is it possible that each party to a contract signs the document with its own docusign process?

Hi,is the validity of the digital signatures effected or becomes invalid if each party to a contract takes care only for collecting its own signatures via independent docusign processes?   E.g.:Party A internally signs contract via docusign After completion Party A sends the contract via (regular) email to Party B Party B starts a new docusign process with its own account to collect its internal signatures Party B sends “completely” signed contract back to Party A via (regular) email.

7
C
Community Moderator
1 month ago
I
Newcomer
IMACNewcomer
asked in eSignature
Refund Policy

I am writing to express my utter frustration and disappointment with the appalling level of customer service I received from your company.On June 30,2024 , I purchased a DocuSign product and, less than fifteen minutes later, called to cancel my order. To my shock and dismay, I was met with a refusal to process my cancellation. The reasons provided by your support team were inadequate and unconvincing.Moreover, the lack of clear and comprehensive information on your screens only compounded my frustration. It is unacceptable for a company of your stature to provide such subpar service and inadequate support to your customers. The lack of transparency and the inability to remedy the situation reflects poorly on your commitment to customer satisfaction.I demand an immediate resolution to this issue. I expect a full refund for the product and an explanation as to why such poor service was provided. Failure to address this matter promptly will leave me with no choice but to escalate my compl

6
C
Community Moderator
1 month ago
T
Newcomer
TKristenNewcomer
asked in eSignature
Signature

When clicking the Sign box in document, it does not adopt my name to a signature but instead puts in Docu Sign. There is no option to change this entry. Please advise. 

7
C
Community Moderator
1 month ago
S
Newcomer
Sophie D.Newcomer
asked in eSignature
Error or inversion of custom fields inserted in documents to be signed

Hello,What should we do when we have errors displaying the fields inserted in the documents?Errors on the first and last name, and the color code of the signatories is not respected, even reversed!We've cleared the browsing history and checked the language used, but the problem persists.Thank you in advance for your helpSophie D.

2
C
Community Moderator
1 month ago
A
Newcomer
Araceli MiguelNewcomer
asked in eSignature
identification error

Hey, so I have an issue, the app cannot identified me, even though I did all the steps to get identify multiple times ( with my id, my face) and I really need to sign important documents today and without the identification of the app I cannot signs those documents? Can someone help me?

2
C
Community Moderator
1 month ago
D
Newcomer
DGrodekNewcomer
asked in eSignature
Blurry Numbers on Sent Doc but not visible in Template or preview

When my doc is received via DocuSign, the viewer sees double or blurry numbers in my column that has currency. I do need see this issue on the template, or the preview or when I open the docusign as a receiver on my cell phone.

3
C
Community Moderator
1 month ago
F
Newcomer
fillipmichalskyNewcomer
asked in eSignature
Cannot use pre-fill fields with docusign formula to calculate total for a client

Hello! I am working for a client who has contracts with many different services, each with a price set separately for each client. For example, one client can have service A for $100, while another client can have service A for $500. My idea was to create pre-fill fields that would prevent sending a contract without filled prices for each service. After sending, the client would tick check boxes for the services they want, and a final price would be calculated based on the selected services. However, I realized that pre-fill fields (which I want to use to set prices for services before sending) do not work with formulas. Is there any way to get around this issue? Has anyone had the same problem? Many thanks! 

2
C
Community Moderator
1 month ago
S
Newcomer
SabineNewcomer
asked in Web Forms
Language in Webforms

While using web forms the user gets a summary of his data. In our case is the header and the button text of the summary in german.How can I change the texts on the summary page to English?

5
C
Community Moderator
1 month ago
U
Newcomer
USER181818Newcomer
asked in eSignature
I DOWNGRADED MY PLAN BUT NO REFUND SO FAR

Hi, Did you guys have any issue regarding refund?I downgraded my plan and no refund afterward from DOCUSIGN. They kept sending me an email to close my case, but they still DO NOT SEND ME A REFUND as I requested.  Occasionally I used to use a month plan, on the May 1st, I paid for one month. But I realized I paid for a year plan. So right away I downgraded it but the payment was sent. And DOCUSIGN haven’t refunded me.  Any help?They called me from Boston, and told me I would receive a refund within 7 days.But no refund and close my case.So many emails to communicate them.No refund so far.   

4
N
Community Moderator
1 month ago
B
Newcomer
BrendaHNewcomer
asked in eSignature
Envelope - can we send back for change to selection after mark completed?

I have a recipient that completed and signed and envelope, but they checked the wrong box.  Can I send it back to them to modify or what is the best way to send it back to them to fix? Thanks,Brenda

3
N
Community Moderator
1 month ago
T
New Voice
Teri.MaierNew Voice
asked in eSignature
Field Order

According to DS Support articles and posts found on the Community, I should be able to set a specific navigation order for the fields in my template so that the signer completes them in a logical order.  The sources say that i should find a section call Field Order on the right side of the screen along with the Formatting, Validation, etc sections.  However, that section is not there.  I have attached a screenshot of the options available to me in that area - Field Order is not there. Our account is an Enterprise account, so it is my understanding that we should have everything available.  Please explain why this isn’t there and what needs to happen to add it.

5
E
Newcomer
1 month ago
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in eSignature
How To Use Docusign Elastic Templates In 2024

Hi! I just published a new YouTube video on how to use and create Docusign Elastic Templates. You will learn how to use Docusign Elastic Signing templates to capture user consent directly within your mobile application without needing to send separate documents for signature. This tutorial will guide you through creating, customizing, and integrating these templates to streamline workflows, especially for high-ticket consumer services. You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

0
sofian_solusign
Troubleshooter
1 month ago
I
Newcomer
Integra Wealth SolutionsNewcomer
posted in eSignature
Client not able to get option to complete the envelop

Hi team,One of our clients is not getting the option to complete the envelop.Kindly look into this matter as it is very urgent.Thank you.

0
I
Newcomer
1 month ago
I
Newcomer
Investor.KathyNewcomer
asked in eSignature
Customer Phone Support

Just wondering if Docusign offers phone support when we are stuck?  

2
K
Observer
1 month ago
T
Newcomer
Tyler CrossNewcomer
asked in eSignature
Powerform Sender not Receiving Email

I currently have a Powerform in use. It has a initial person that fills out the form with their information. The form then goes through the signing order for review and signatures. I am trying to figure out how the initial person that fills out the form can receive email updates of the form. Must people that fill the form out are guest users and do not have a account. 

2
A
Community Moderator
1 month ago
C
Newcomer
careerservicesNewcomer
asked in eSignature
Correct Bulk

I have corrected a bulk send multiple times to extend the expiration date but it keeps reverting back to the original expiration date. has anyone experienced this? How can I correct it?

2
A
Community Moderator
1 month ago
D
Newcomer
DarrylSankarNewcomer
asked in eSignature
Wet Signatures

I’m trying to set up a envelope that requires a wet signature from one of the signers. I have done a test send and the recipient does not have the option to Print and Sign. Is there any settings that we need to activate? or any way to require a wet signature on a document via DocuSign?

6
A
Community Moderator
1 month ago
S
Newcomer
ScopeGNewcomer
asked in eSignature
sending a template with an ipad

hi i am trying to use/send a template on an ipad that i created on a desktop and when i click on the template from template a box pops and says “ Unsupported Features”  To use this template, please log in with a computer.    Not sure what this is, other templates work fine.  Is there something that i can do to make this work.  I have a service company and would like to have our field techs use instead of paper forms.  thank you 

4
A
Community Moderator
1 month ago
K
Newcomer
KameronNewcomer
asked in DocGen
why cant i preview word doc

Unable to generate the following files: Driver Sheet Word Could not generate document "Driver Sheet Word": [103] Access Denied Reference ID: 20fb0667-2e82-435c-bd8f-f7d5fbefaf4e I entered a record from SF to preview my document and received the above

4
A
Community Moderator
1 month ago
N
Conversation Starter
nmagalhaesConversation Starter
posted in DocGen
Formula Field

Hello. I created a standard formula field, added a formula. I then saved the field as a custom field. I then added an autoplace text anchor to the custom field. This worked perfectly. However, when I go back to generate the document again the formula is gone. Not sure how to resolve this. Please let me know if you need more information.    

0
N
Conversation Starter
1 month ago
A
Newcomer
arbasialdiNewcomer
asked in eSignature
Certificate of completion - send it or not ?

Hello fellow members,If I email someone a document signed by docusign and they were not part of the envelope, should the certificate of completion be sent together with the signed document or not ? Does sending it pose a security risk in any way shape or form, given that some personal information is written in it, such as name, email, position etc ?  Thank you

4
N
Community Moderator
1 month ago
I
Newcomer
Inspira BuildNewcomer
asked in eSignature
Building Contract Template

Hi Does anyone know or have a template for the signing of building contracts ?

2
N
Community Moderator
1 month ago
T
Newcomer
Thilo GauglerNewcomer
asked in eSignature
Creating a template / Signers that are required to meet 21 CFR part 11 compliance must have at least one required, non-conditional Signature or Initials tab.

Hi together, We are trying to send an envelope to docusign via the ELO integration. We receive an error message, when the action “Send envelope” is triggered. “Signers that are required to meet 21 CFR part 11 compliance must have at least one required, non-conditional Signature or Initials tab.”In this post it seems as we would need a template with a signature tab:  Sadly we are not too familiar with creating templates. Does someone have a sample template that we could use for a test case? Thanks a lot in advance,Thilo Gaugler

2
N
Community Moderator
1 month ago
J
Newcomer
J-PBNewcomer
asked in eSignature
PB sur champ de collaboration

Bonjour,je rencontre un problème dans un modèle : sur un champ texte, j’ai coché que les destinataires peuvent collaborer/ aucun problème. En revanche pour autre champ texte, j’a coché également que les destinataires peuvent collaborer et j’ai un message d’erreur lors de la constitution de l’enveloppe. La seule différence entre le 1er et le 2ème champ est que le second est une valeur d’une formule de calcul.Est-il possible de contourner ce problème ?MerciBien cordialement, 

4
N
Community Moderator
1 month ago
M
Newcomer
mweber96Newcomer
asked in eSignature
Bulk Send CSV report completed status

Hello! I am trying to send a bulk invite template to 5,000 people. Once the document is signed, I would like to export the signed documents to a .csv file report. Is it possible to filter out the people who have signed the document, so that the report only includes documents with the “complete” status? I do not want to include people who have not yet signed in the report. Thank you!

2
N
Community Moderator
1 month ago

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