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Core Capabilities

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5016 Topics

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nmagalhaesConversation Starter

asked in DocGen

Document Instructions

Hello. The document that I am setting up in Docusign has a page labeled “Document Instructions” Is there a way to have this (the text) somehow visible to just the sender of the document? Thank you,Nancy

1 month ago

jastolosNewcomer

asked in eSignature

Bulk Send

I have a spreadsheet that I need 547 signatures on. The spreadsheet is pre-populated with the signers name, license, address and email. There are blank columns for signature and date which is what I need docusign for. Is there a way for me to use this spreadsheet instead of adding each recipient in and then also having to select where each person needs to sign and date? Thank you!

1 month ago

LBabsCHNewcomer

asked in eSignature

Advance Options Setting

Can the Advanced Options setting be done for individual envelopes (to be) sent so link expires on set date?If I I go into an “in process” envelope, change for example the reminder email toggle to off, change link expire date to 1 date with Custom setting reminder to “0” - will that change all existing envelopes?We have a deadline for participation in a program and must have signed docs by specific date in hand.I understand that there is no specific control for hours and minutes but can above be done.

1 month ago

Sharath ReddyNewcomer

asked in eSignature

sharing the Documents

Can you guys please make me understand below scenario is possible. If yes please guide me to achive. We have integrated salesforce with docusign and sending the documents for signature from Salesfoce.Scenario 1: Person A who is part of Group 1 sent a document for signature to End user. End user wants some updates or he want to cancel the document. But PersonA is on vacation. Now the other group members want access to document in Docusign and cancel it? In Simple words, I want to create a group in which all users should access other users documents. Scenario 2: if Im sending a document for eSignature to end user. The sender email should not be my personal email. It should be a Group email? Is it possible if yes, please guide me. Thank you in Advance!

1 month ago

Carla0165Newcomer

asked in CLM

'Next' Button has vanished!

Hi AllI understand that this question has been asked a few months ago however I have tried the advice given at the time, with no luck unfortunately! So yes, my problem is that the ‘Next’ button has completely disappeared from my DocuSign and so I wonder if anyone knows how I could retrieve it please?Thank you!Carla

1 month ago

Wesley LacroixNewcomer

asked in eSignature

Is noreply@erp.docusign.com valid

Hi all,I received a mail from Docusign (although I think) with the following email address: noreply@erp.docusign.com and asking me to fill in a username and password to open the 'Docusign Bill Managent Portal.’ Is this a valid mail?Thank you in advance for responding!Kind regards,Wesley Lacroix

1 month ago

KJ-ADNewcomer

asked in eSignature

Sender of checklist cannot receive email notification after checklist fully signed by everyone

how come Sender of checklist cannot receive email notification after checklist fully signed by everyone? is there a way to let sender know or receive email notification? it is important to give sender a notification on it as sender is the initiator.

1 month ago

faconNewcomer

asked in eSignature

suspicious DocuSign envelope

I found what looks like a fraudulent envelope in my DocuSign, that has multiple users cc’d and was supposedly signed by me. I never received an invitation to sign this document which appears to be part of a scam. Should I delete it or does this mean someone has access to my account and can view other saved documents? Please advise.

1 month ago

Jennifer VickersNewcomer

asked in Rooms

Admin removal

I have a Team Leader/agent at KW Consultants in Dublin OH, that had an admin that created all of their rooms, and added the prospective agents to those rooms. The admin shows as the Owner of all of the rooms. The admin has left the team, and the Team Leader would like her DocuSign to be removed from the Rooms. If the admin is removed from the KW DocuSign system, will that affect the agents from seeing those rooms? To test things, I have tried to go in through KW's account, and remove the admin from a room, and it wouldn't let me remove her because there has to be an owner of the room. It wouldn't let me assign another person as the owner. The main question is... if the admin is removed from KW's DocuSign account, would KW Consultants and the team that is attached to the rooms still be able to see the rooms?

1 month ago

Dan_OrnelasNewcomer

asked in eSignature

Signer doesn't recieve envelope when more than one signer is assigned (with a set order)

Hello, Whenever I set a document to have two signers, the firs one (in our organization) never gets the envelope to add the first signature. I am forced to send the envelope multiple times. What am I doing wrong? This happens regardless of whether I check the “Set signing order” or not.Any guidance is appreciated.Dan

1 month ago

tlmorrisonNewcomer

asked in CLM

NTREIS Data Input Form

The NTREIS Data Input form doesn’t work for me. I can’t download the new form, nor can I send it out for a client to be filled out. When I send through docusign, it takes the client straight to the signature section instead of completing the document. Am I doing something wrong? How can I get this form to download? How can I get this form to send to a client to complete and then sign??

1 month ago

Leslie ENewcomer

asked in eSignature

Revising a Title on Partially Signed Document

The final signer of a document had a change to their title, so now their title on the document needs to be revised.Is it possible to edit the document now to reflect this person’s title change, even though other people have already signed this document?If so, can I make this change as the sender, or can they do this as the signer?

1 month ago

NahalNew Voice

asked in eSignature

Report for Powerform Volume

Can I download a report either by account or org admin view to tell me the volume of powerforms? I wasn’t able to locate such a report.

1 month ago

NitishNewcomer

asked in eSignature

Issue - New Template Addition

I want to add a template & I am not able to find a NEW or CREATE option

1 month ago

Sergio MartinezNewcomer

asked in eSignature

Calculation of environmental savings

The calculation of environmental savings shown in reports is not reliable, today the savings data can be very good and the next day that value goes down; I thought it was accumulated from the total envelopes sent.Can someone help me by explaining that.Thank you.

1 month ago

manfonNewcomer

asked in eSignature

As the recipient scecifier: Adding a private message to the signer?

Hi, When delegating as a recipient I can add a private message to the person I am delegating it to. As a sender I can add a private message to each individual role. Can I in the role the recipient specifier do this to?

1 month ago

Elijah StevensNewcomer

asked in eSignature

Forced Initials

Signing a document for insurance, there is a section where it asks for ONE AND ONLY ONE initial to be signed, however, the document says it is not finished until I sign all other options as well. What is the issue?

1 month ago

LeadersNewcomer

posted in eSignature

Do you also find DocuSign Support terrible

My DocuSign account says that my Credit Card is expired, this is on our second account on our company account even though the credit card is not expired and the main account is working perfectly. Support has been totally useless first telling me to clear my cache even though this issue is happening on multiple devices and then I have heard nothing. With the level of service I am surprised that DocuSign still exists...

1 month ago

mishacookieNewcomer

asked in eSignature

How to take out "Put your name, address, website, phone, fax number, and page number here'

At the end of every page, it says “Put your name, address, website, phone, fax number, and page number here”How do I take it out?

1 month ago

AmJacksonNewcomer

asked in eSignature

2 Questions: New Employee sharing access and getting envelopes from someone who has left

Hi!So I have 2 questions. We have 2 new employees on our team, and I am training them on the system. Because of the work we do, I need access to their envelopes and vice versa so we may help when someone is away/on vacation. I tried and was denied access. Also, how do migrate an old accounts envelopes to a new person’s account?

1 month ago

ttrippNewcomer

asked in eSignature

Accessing older envelopes

We need to back to 2017 to search for a DocuSign envelope and cannot figure out how to search that far back.Please advise.Thank you.

1 month ago

mrutterNewcomer

asked in eSignature

Mobile Numbers under Contacts for SMS Authentication

If a mobile number is in a recipients contact, how do you get it to automatically populate in an envelope when you select the recipient and use DS EU Advanced and select SMS? I have to type the phone number in every time which is quite inconvenient. Thank you.

1 month ago

JRNWASHDCNewcomer

asked in eSignature

No Support, Circular Usless Information from Support Chat Robot

I’m getting this error trying to log in, because I need to access a document that I signed. The link from the original document still lives, but it only takes me to the first page of the document, then I have to ‘sign up’ with Docusign to see the rest of the document. So, I register, or sign up. Then, trying to login, this persistent error presents: “Sorry, there was a problem loading your account features. Please contact Docusign Support for assistance.” Two chatbots provided zero meaningful or quality assistance, and a form that I filled out to Docusign support remains unanswered. If anyone knows what I should do next, I am all ears.

1 month ago

TB1Newcomer

asked in eSignature

Favorite Templates Are Not Showing Up on Home Screen

I am a user at a company that uses templates. I have starred my Favorite templates I use most often but they are not showing up on my home screen like with my co-workers. My admin has checked and everything is the same for all Sending Users. Any idea how to fix this?

1 month ago

Teri.MaierNew Voice

asked in eSignature

Is there a way to lookup and validate a Doc ID for a document sent by a third party?

I was sent a document from a third party that contains two signatures, supposedly signed by DocuSign (there is a DocuSign Doc ID number, though the signatures do not include the DocuSign brackets). Adobe Acrobat is saying that at least one of the signatures is invalid. Is there a way i can lookup the Doc ID number and obtain the Certificate of Completion (or at least some details) about the transaction? Going back to the party that sent it to us is problematic, so I would like to try to find out as much about this transaction as I can before doing that.Thanks,Teri

1 month ago

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