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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

  • 7,341 Topics
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7341 Topics
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New Voice
sgreerNew Voice
asked in CLM
2 Signature Tasks in single CLM Workflow

We have a scenario where our customer has a consultant agreement workflow that triggers a signature for the execution of the contract but then, after the term of the contract expires, there is a subsequent termination signature to close out the arrangement.  These are two different documents.  It looks like it is conducting the signature for both, but it is not renaming the latter document nor moving it to the same folder as the original.  Are there additional steps needed to make sure that happens?Appreciate your insights.

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New Voice
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Rising Star
mr1Rising Star
asked in eSignature
Not always getting email notifications

Hello All:In the past few days I’ve noticed I do not always get an email notification when an envelope is signed/completed.I have been receiving the “viewed” notifications for every signer on every envelope, and I get most of the notifications for the “completed” envelopes. But not all of them.The most recent: I received both “viewed” notices (one for each signer) but did not received the “completed” notification - one of the signers (someone in my office, with the same email domain) forwarded me the notice to let me know it was complete.I have checked all my preferences/settings and ALL notifications are checked off. No changes have been made to any notifications. Any idea as to why this is happening and how to fix it? thanksmr1

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Community Moderator
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Newcomer
bishalNewcomer
asked in eSignature
How to Mandate Co-Applicant Information (name and email) Collection from First Signer in a PowerForm before starting application

Business logic requires information gathering from both applicant and coapplicant which has been configured on the docusign form. Similarly, applicant and coapplicant role has been created with ‘needs to sign’.Now the issue arises when we use the power form, the first person (say applicant) can start the application by filling out his/her name and email as they are marked mandatory. Coapplicant information (name and email) often times are missed as there is not a clear indication that the fields are required for applicant to fill in the same way they fill in the name and email section of the applicant portion. Is there a way to make the coapplicant detail fields required fields as applicants fields; inorder for applicant to initiate the form. 

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Community Moderator
Jochen Homborg
Newcomer
Jochen HomborgNewcomer
asked in eSignature
Selecting and deselecting the checkbox rewrites the subject line.

Hello,I noticed the following. If, in a template with a predefined subject line, the ‘Customise email and language for each recipient’ checkbox is selected and then deselected again, the predefined subject line is overwritten with the file name of the stored template. The subject line remains unchanged even if the checkbox is selected again and must be adjusted manually. The email text itself remains unchanged.

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Community Moderator
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Newcomer
AAnnaNewcomer
asked in eSignature
Request to revoke signature due to fraud

I signed a document through DocuSign, but I later discovered that the company that sent it to me has committed fraud.I would like to revoke my signature or otherwise invalidate the document, as I do not want it to be considered valid.Could you please advise me on the correct procedure to follow in this case?Thank you very much for your support. 

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Community Moderator
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Newcomer
TrevorGreenNewcomer
asked in eSignature
Will the Retrieve download tool be anyway affected by the move to MS Azure?

We received the notification stating “Important Update - Docusign Transactions Moving to Microsoft Azure, Action May be Required” Will the Retrieve download tool be anyway affected by the move to MS Azure?Is there anything that the customer should be aware of with Retrieve downloads in the Azure environment or will the move to Azure be seamless in respect to “Retrieve” downloads?

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Newcomer
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New Voice
sgreerNew Voice
asked in CLM
Doc Gen Error: We're sorry, but something is preventing us from saving your work

After creating a document generation form, I am trying to save but am receiving this error message.  Has anyone seen that error before and, if so, what was driving the issue?Thanks!

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New Voice
C
Newcomer
Cameron WilliamsNewcomer
asked in Web Forms
Webform Finish Later Button Email

I am looking for more documentation regarding the Finish Later Button experience. Is only one email sent out? Are there additional emails sent that contain the link? 

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Newcomer
F
Observer
Fired Up Point of SaleObserver
asked in Web Forms
Webform - Form not submitted Something went wrong with your submission.

Hello, I continually get the following error when finalizing my webform Form not submittedSomething went wrong with your submission. Return to the form and try again. I pulled a report but I didn’t get any info. Thanks in advance.

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New Voice
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Newcomer
LarryAZNewcomer
asked in eSignature
Phishing Emails from Docusign.net Domain

I'm suddenly getting 3-5 phishing emails a week from the docusign.net domain and none of the standard reporting email addresses like abuse@ or admin@ work. They reject my email, and I can’t find any reporting information on their FAQ page.  I guess I'm left with the choice of blocking the domain? Why do they make is difficult to contact support or report phishing? Keeping customers at arms length is bad practice. Edit:  Spam@docusign.com.  What a waste of my time finding that.  Edit 2:  Spam@… blocked my email as spam.  This is BS. Going to block the domain on the server.  

5789217
Vinicius.Rodrigues
Docusign Employee
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Newcomer
LuzNewcomer
asked in eSignature
I no longer receive a PDF copy attached to my email of completion

We use to get the completed document attached to the completed email. In the last few weeks, DocuSign stopped sending the PDF document. What happened? How can this be fixed?

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L
Newcomer
H
Newcomer
HemalathaNewcomer
asked in CLM
Is it possible to create email notification to contract manager before it goes to "Aborted status"

a contract status goes to Aborted automatically after 18 months period it is in workflow. Contract manager should be notified when a contract going to be Aborted

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H
Newcomer
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Newcomer
NisarmalikNewcomer
asked in eSignature
Assistance Required for Submitting API for Production Access

I hope this message finds you well.I am currently working with the API developer account and would like to submit our API for production-level access. However, I am facing some issues in the submission process and would appreciate your guidance on how to proceed.Could you please provide the necessary steps or documentation required to successfully submit the API for production? If there are any prerequisites or approvals needed, kindly let me know.Thank you for your support. Looking forward to your response.Best regards,Nisar 

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N
Newcomer
A
Newcomer
admamatoNewcomer
asked in eSignature
text on a pdf used as a template is not shown correctly after upload

Text in a pdf document is changed by docusign while uploading as a template document.Why does this happen? How to fix? Many thanks for help!Thomas

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Community Moderator
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Newcomer
jerinthomasNewcomer
asked in eSignature
Doc Content gets Distorted

When sending out documents to clients to sign , the data is getting distorted . Eg . The ‘Table of Contents’ page gets jumbled , the topics and their page numbers usually have spacking between them but now they are close to each other . As seen in the image , in the first line , the number ‘8’ should be below the ‘Page’ title . TL DR: “  when you upload a contract to Docusign , it distorts the content page when sent for signature “

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Community Moderator
A
Newcomer
AlexDyerNewcomer
asked in eSignature
If an envelope has been signed by 2 people and I need to correct it to change the third signatory, will the first two have to sign again?

The envelope was to be signed by two clients and an adviser from our company. The clients have signed but the adviser is now on holiday for two weeks. I want to change the third signatory to an adviser that is in the office and can DocuSign. Will making this correction resend the envelope to the clients to re-sign?

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Community Moderator
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Conversation Starter
Lieber1Conversation Starter
asked in eSignature
How can I change the Tag Colors?

Recently my tag colors are all of the sudden Pastel colors. When I need 3 signatures, I can’t even tell 2 of the colors apart because they are so light and almost exactly the same color...just maybe a slightly different shade of Baby blue for example. Can I change somewhere in setting to different colors? Thanks so much 

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Rising Star
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Docusign Employee
Community UserLegacy User
asked in eSignature
Sending to multiple people but only require one their signatures to proceed

Hi, I am wondering if there is an "or" functionality where as I am able to send a document to two people (from one department) but only require one of their signatures in order for it to progress to the next signatory?In other words, I send out documents for signing to different departments but only need one signature from each department but I'd like everyone in that department to be able to have the chance to sign and once it is it goes to the next department. Please advise if there is a way to make this work! ThanksJimmy

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Newcomer
S
Newcomer
samuelportesNewcomer
asked in CLM
Move documents to folder based on their attributes

Hi there,I have some documents stored in a folder in CLM. All these documents have an attribute listing the name of the client who signed the document. My CLM already has some folders with the same names, but not all of them. I want to know how I can move all the documents to their corresponding folders (or create a new folder with the client’s name). Thank you!

697
Tomasz Szostek
New Voice
C
Newcomer
Charan BalamNewcomer
asked in eSignature
Can't be able to extend the envelope expiration date after envelope is created.

Hello Everyone,After creation of an envelope by setting notification object at the time envelope creation. But know I need to update the expiration date of an envelope but it is throwing error as '{"errorCode":"USER_LACKS_PERMISSIONS","message":"This User lacks sufficient permissions. Setting: userOverrideEnabled."}'.Let me know I need to configure anything from my end.Thanks and RegardsCharan Balam

765
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Community Moderator
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Newcomer
Lurence_MartelNewcomer
asked in eSignature
Bulk Send with Conditional Spousal Consent Recipient

Hi everyone,I’m looking for advice on how to configure a bulk send scenario.I need to send out about 300 envelopes using the bulk tool. Each envelope will always go to one known recipient (the main participant). However, in certain cases, if that recipient has a spouse, we also need the spouse to complete and sign one of the documents (spousal consent).The challenge: Conditional requirement – We don’t always know in advance if the recipient has a spouse. If they do, the spouse must sign. If not, that step should be skipped. Unknown contact info – We don’t have the spouse’s name or email. This information would need to be provided by the first signer (the known recipient). Bulk CSV limitation – When I try to set this up using the bulk send CSV, the spouse’s name and email fields can’t be left blank. Has anyone implemented something similar? Ideally, I’d like the workflow to be: Envelope is sent to the main participant. If the participant has a spouse, they’re prompted to enter the

363
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Community Moderator
C
Newcomer
ChantelleNewcomer
asked in eSignature
Added new users as admins - invitation link doesn't connect to account

I sent invitation e-mails with links for 2 new users to be added to my company's corporate account. The user clicked on accept in the invitation, but he isn’t connected to our account. It looks like he’s just on the 2 week trial. What is missing here?

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Community Moderator
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Conversation Starter
sgarciavConversation Starter
asked in eSignature
Time of day when report is automatically generated

Hi all. I have a customized report that I generate weekly on Mondays.Up to last week, everything was perfect. The report was generated at roughly 3AM, and I could modify it as needed in the morning and send it off to the interested party.Today (Monday Aug, 25), it arrived at 2:11 PM. A little too late in the day.I checked the scheduling and it does not offer the option to select a time for generation.How is the time of generation calculated? Is there anything I can do to have it generated early in the morning?As always, thank you! 

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Community Moderator
H
Newcomer
Harmeet.SinghNewcomer
asked in eSignature
Automatic Account ID Profile and permission profile Assignment for JIT Users Based on their Active Directory Security Group Membership

We would like to implement a configuration where user accounts in DocuSign are automatically assigned different accounts and permission profiles based on their Active Directory (AD) group membership. Please confirm if this approach is supported with SAML/JIT provisioning setup, and if any additional configuration steps are required on either the Identity Provider or DocuSign side. We are using Entra ID as IDP.

252
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Community Moderator
T
Newcomer
ts2570Newcomer
asked in eSignature
PowerForm URL on website

Hi everyone,I believe I can create a public link on the website for customers to sign a form based on the template i’ve created. I have some questions:Can the customer upload a PDF document with prepopulated fields into Docusign and then sign the document?  Can additional supporting attachments be uploaded as part of the envelope but does not populate into the template/form e.g an image of license Can certain fields (excluding the signature field) be completed in Docusign after uploading the PDF where some information is prepopulated? and can that be any field? (the form has set fields that are prepopulated already and set fields that require input) Can we use phone verification for customers accessing the form via the URL on website If we have multiple forms, can we use the same URL or do we require multiple URLs?  Set rules/questions to signing parties. The problem we have is customers will only have 1 party sign even if they require 2. So a question to ask their structure before doc

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Community Moderator

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