Core Capabilities

Is there a way to set a person up to sign one document but receive the whole package after all signatures are acquired without adding that person at the end to "receive a copy"? 

My clients are rec’ing the below errror when trying to open and sign documents. I sent myself a doc as a test adn rec’d the same thing. HELP!!!!{"error":"internal_server_error","reference_id":"496aaf1f-fa5a-4b3c-a727-38cbec660a72"}

I all. Our company purchased CX plan. we are creating envelopes and creating the documents directly, as some of our agreements are quite complex and need conditional logic and pre-uploaded information.I can find the attachments for senders in the Classic Version but not on the New one. The same with the radio for senders. We feel and bit mislead here. Can I have some information or support on this?

I am unable to view past completed documents,  When I try to set the filter to “All Time” either nothing happens or it defaults back to “6 Months”  How do I view completed documents from All Time? I don’t have the verification email as I understood that Docusign stores all documents indefinitely.  From other posts this is a frequent and repetitive problem  Makes me want another solution than Docusign.

Over the last year we have been experiencing intermittent issues with signatures disappearing from completed envelopes. DS support has confirmed seeing the signatures completed on their end (and we even sent the completed docs to the printer for the customer) but upon going back into the docs through DSFS or DS.com, we find that the customer signatures are blank and everything else is there (salesperson, initials, manually added tags). So in summary, the docs ARE being signed and completed, they are NOT using a drawing but a standard text signature, and they are coming back into both systems blank.Has anyone else experienced this? 

This error shows when a team access a shared inbox (but only intermittently). I have other teams set up the same way that do not have this error. Does anyone have advice on this?  

Greetings, I have an eSignature envelope template with a custom field validation where I have placed your example of a phone number RegEx and it does not appear to be working.  I can enter any value and no error is given.Here is the example you provide: ^[2-9]\d{2}-\d{3}-\d{4}$Hyphen-separated U.S. phone number, of the form ANN-NNN-NNNN, where A is between 2 and 9 and N is between 0 and 9at this link Custom Data Validation.  Am I missing something?Thanks,David

No matter how well I line up my fields when preparing an envelope, they are ALWAYS out of alignment post signing. What am I doing wrong? This makes my signed documents look terribly untidy, no matter how much I try.Example here where the fields are perfectly aligned and centred within each section of the document. However, the final result has them both unaligned on the left-hand side, and also out of alignment with my document. 

Trying this because all previous messages have seemingly been sent into the void.I’ve been locked out of my Business Pro account, can’t reset the password, and obviously can’t create a support case because I can’t log in. I’ve submitted messages through the “Need More Help” option but haven’t heard anything back.On top of that, my organization was denied nonprofit status and charged the full amount including tax, even though we’re tax-exempt. I can’t process the invoice with tax on it, and at this point, I just want a full refund.Really hoping someone from DocuSign actually sees this and responds, because it’s been impossible to get support otherwise.

I am trying to get the template matching feature to work correctly.  We have about 22 pages that get uploaded for a customer(s) signature.  When I apply the template match feature with the corresponding paperwork, only about the first 5 pages match up to the signature lines and then it gets all messed up.   I have adjusted IDR on various pages and that doesn’t even work.  I have my sensitivity level to 60.  How do I get these to match up the whole way through?  What am I missing? TIA!

Hello,I just started to you the up, and I did watch the videos: How too …Unfortunately, if I go to temples, I do not have the option to add new temples.Is there a reason for it, that the button is missing?  How do I create a template without the button “NEW”?Thank you for all the helpanastasia  

I have had my email address for many years. Over the years I have used it to sign multiple documents, and for a long time I was able to log into my DocuSign account as a signer and see copies of completed documents. At some point (maybe a couple of years ago) my account stopped updating with completed documents. I just signed a very important document and I want to see it in my completed documents. Instead my Inbox and Completed “trays” under the Agreements* tab are empty and searching for terms doesn’t yield anything.How can I get this working, and can I recover the missing completed documents?

I have sent out a docusign to a client a few times but they have not received so I added myself as a viewer and checked if anyone has been getting the docusign. I also have not received it myself.

I have just created a webform, how can I download this webform I have just created into a word or PDF format before people complete it. And how can i download it as a pdf form after people complete the webform 

Hello, 2 questions: 1- Is there no new 2024 I9 template made? 2- Is there a way to combine 2 templates into one document? if i want both the i9 and w4 to be sent in one docusign, is that possible?

I upgraded my plan to enable bulk send, and manage branding because somehow the logo is showing massively (even through I’ve never added a logo) when trying to send envelopes. This is urgent and needs to be resolved ASAP. 

When I strike through a price and add a new price it will not show up when the client is signing? It shows as a red line but the previous and the new price do not show up until the document is completely signed. Basically the client is signing blindly as they cannot see the agreed price? 

Hi guys. I had document around year ago which I don’t remember if i signed and that document was voided later on after 2-3 month about what I was not notified. Im trying to figure out did I actually signed it or no and why it was voided but I cannot see it in history and check at what stage that document was abandoned. I do posses security code for that document but it says only that it was voided by specific person. How can I do it ?

Hi All,Relatively new to Docusign and quite able to do the basics.  However, we are trying to build a workflow type process (for example) where when certain documents are signed, another file would automatically load for signature and sent. Does anyone have any insight to where I can go (forums, videos, etc.) on this site to learn more about features like this in Docusign?Thanking you all in advance!

Use Case:  have parents sign permission slips for scout camp.  Some families have more than one child going to scout campProblem:  I uploaded the permission slip and created a template.  I created an envelope for each family.  For families with more than one child going, I added more than one copy of the template to the envelope and renamed the file for each child.  When parents are going in to fill out the permission slip, data filled into the first form is auto populated in the second form. For example:  A family has two children going to camp and they have two permission slips in their envelope.  When filling out the first name field on the first permission slip, the same name is auto populating on the second permission slip.  How can each document in an envelope be treated as a completely separate document?

How can I get a count of the number of contracts by signer for my organization?

hi it is our first attempt and I need to:Create a document in which we add fields  for ourselves to complete (defining our contract terms and details) before sending the document to the client for completion of futher fields and for their signatureWe want to use this document over and over again without adding the fields every time, to send to different companies.

Hi,I am not sure if this is already a feature (forgive me if so). I frequently run into challenges with two parties signing a document and both wanting to be the second-party (last-party) to sign and both sign on their own instances of DocuSign.Is there a feature that allows for both parties to sign a document in their own DocuSign, and then only once both are signed on their own DocuSign instance, it gets combined into a final document through DocuSign (possible through a hashing method to ensure both documents are identical?Essentially, as a user, I’d like to sign a document in my own DocuSign account, and the document only become valid if the counterparty signs the same document themselves in their DocuSign, which results in a final executed copy with both signatures on the same document.Thanks!

 When the document is completed, you will receive the contracted document and the completion certificate in separate files by email. Is it possible to unify the files (approved document and completion certificate) into a single PDF when you receive the completion email?

Hi DocuSign Support Team (if any real human is still reading this),I’m beyond frustrated at this point.I signed up for a one-year paid plan, and within less than 24 hours, I realized I didn’t need it and immediately requested a refund. I opened a case right away — only to find that every single time, my case was automatically closed without explanation.Now it’s been over a month, and my plan has disappeared from my account. I no longer have access to any paid features, and even worse, I can’t even open a new support case because it says “only paid plans can open a case.” How is this even fair?Let me break this down: I canceled the plan within 1 day, which should be well within refund policy. I never used any of the features — literally zero usage.