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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

  • 7,290 Topics
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7290 Topics
B
Newcomer
breed
asked in eSignature
How determine if Numerical Tabs part of production plan

I am reading that Numerical tabs may be an additional plan feature in production. (https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/number-fields/) Questions:How can I tell if our production account plan has Numerical tabs feature included? How can I add a Number tab instead of a Numerical tab? I only see, under the standard fields, number. (screenshot). 

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M
Community Moderator
U
Newcomer
UpstateYouthNewcomer
asked in eSignature
Error saving the scratchpad changes to the database

 Error saving the scratchpad changes to the database. can not send the letter for sign because of this error 

69811
J
Newcomer
I
Newcomer
irfanNewcomer
asked in eSignature
I purchased the DocuSign Business Pro plan, but it is not reflecting.

I purchased the DocuSign Business Pro plan, but it is not reflecting. It still shows the trail version with 17 days left.

2105
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Community Moderator
D
Newcomer
David JNewcomer
asked in eSignature
Agreement Template Builder breaks multi-level numbered lists

When uploading a DOCX with a multi-level numbered list, it restarts numbering back to 1 every time it returns to that level of the hierarchy (see image 1 below). The source document has the numbering correct, and doesn’t include extra paragraph breaks (see image 2 below). My question is this: Does the new editor work with multi-level lists? Image 1: DocuSign’s editor Image 2: Source MS Word File (Formatting marks included) 

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Community Moderator
R
Newcomer
RenatnomNewcomer
asked in eSignature
I received email from musical circulate via docusign

Someone phishing? Please help.

152
M
Community Moderator
M
Newcomer
MoniHNewcomer
asked in eSignature
Why Docusign invalidates an already signed document on upload ?

Hi,I have a document that is already signed in adobe (non-Docusigned), and need to upload it in Docusign and just add new signatures.But when I upload the file, the initial external signature gets invalidated. Why ?I mention no other changes are made to the document, solely add a new signature through Docusign. Thanks

2268
M
Community Moderator
derval.lynes
Docusign Employee
derval.lynesDocusign Employee
published in CLM
Troubleshoot Common CLM Workflow Errors

 

623
Pawan Gangwani
Frequent Contributor
D
New Voice
DallisonNew Voice
asked in CLM
Is there a way to extract all merge tags from DocGen Submission forms?

I’d like to preform an audit on the merge tags used for each Form Library form. Is there a way to extract all the merge tags from each form without having to copy & paste each one individually into excel?I’d like to capture the form field name AND the merge tag that it relates to. NOTE: I have tried to highlight them, then pasting into excel. However, when you paste with source formatting- the box appears and it’s not easy to extract. If you paste “values only” the merge tag information disappears.   

292
Pawan Gangwani
Frequent Contributor
J
Newcomer
JBEANewcomer
asked in eSignature
How do Purged Envelopes Count toward my Envelope Count

HI, my question is in the subject line.  If purged envelopes are lost for all time, how is that reflected in my envelope count, if for instance, we have regular purges….

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Community Moderator
J
Newcomer
jconnettNewcomer
asked in eSignature
how do you send multiple documents to one person but save them separately?

How do you send multiple documents to one person but save them separately?I have done it before and cannot figure it out again.I have also sent multiple documents but it saved as one. I really need to save separately.But I really need to send multiple documents ultimately, I have 30 documents that I need to send to 3 new hires and I do not want to send each one to each person separately.

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Community Moderator
F
Newcomer
Frustrated StuNewcomer
asked in eSignature
How do I "Access Documents" ... I cannot get to this point to put the long code in

How do I "Access Documents" ... I cannot get to this point to put the long code in  

3796
M
Community Moderator
T
New Voice
TanyaSestakNew Voice
asked in CLM
How to set workflow to change the folder creation from Parties to a specific department

We had an implementation partner set up our workflow and they set the folder creation to create in a general ‘Parties’ folder.  I now want to have the workflow save the contracts to the specific department.  I have created the department folders within the system, have created a .csv with the department (along with their approver and legal’s email in other columns) and have pointed the doc generation form to that .csv where the user can pick the department.  The global config file has /Parties/ in the path to create the folder.  I have tried several variations in that field for {Department}, (/{Department}, /{Department}/) but it keeps erroring at the folder creation step with this error: Action failed with exception, returned: No folder found for path: 2|<%#MFC_x_GlobalConfigs.FolderPath%>. Any help would be greatly appreciated. 

757
Pawan Gangwani
Frequent Contributor
B
Newcomer
bentartistNewcomer
asked in eSignature
Envelopes

I need to send a contract with the same information to 13 people to sign. The difference is with their names and rates of payment. Are those considered 13 different envelopes?

1146
M
Community Moderator
J
Newcomer
Jorge.ManzanoNewcomer
asked in eSignature
Customer still receiving reminders after the envelope was voided

Hi DocuSign team,Hope you can guide on this concern, an envelope was sent for 4 recipients to complete, later it was voided (two days later) three of them completed before it was voided, the customer who did not sign the envelope still receives reminders to complete it but how if it was voided? Could you please advise? Thank you!

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Community Moderator
F
Newcomer
FredG1976Newcomer
asked in eSignature
How to avoid auto poulating fields when using multiple copies of a template in an enveloppe ?

Hello community,I use templates in order to build quality construction files. Inside I include several documents which are also templates. One of these templates is a quality plan. I have to add as many quality plans as the number of different parts that are machined. That means that I need that each template to be independant from the others. I don’t want that the fields are autopopulated even if they have the same data label (which I cannot avoid as it’s the same template that is included several times in the enveloppe) Is there a way to do so ? 

1187
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Community Moderator
B
Newcomer
Ben RichmondNewcomer
asked in eSignature
Can't get the Blue banner when I save

Hello I would like to know what I need to do to get the blue banner.  from reading other posts it keeps mentioning Adobe.  Would I have to somehow turn off adobe to get the banner? Thank you 

605
J
Community Moderator
A
Newcomer
Amy FroTriNewcomer
asked in eSignature
Formula Error When Correcting Envelope

when we try to correct unsigned docusign envelopes, the following message comes up:A Tab LocalePolicy is invalid.  A formula tab LocalePolicy does not match a numerical tab LocalePolicy from its formula. I read on your other message boards that this could be due product issue NDSESEND-6565. This error is caused by a problem with the new Number standard field.Our solution right now is to void envelopes and resend them, so we are wasting valuable envelopes and losing money due to wsated envelopes.There is no issue with our formulas and this error only occurs when we resend. Please assist in resolving this as soon as possible. we have 5 envelopes that need to be corrected pending this solution. Kind regards.

152
J
Community Moderator
H
Newcomer
heilermiNewcomer
asked in eSignature
Best Approach to fill prefill pdf template before sending for signing

Hi Community, I am a beginner when it comes to docusign. I have a client who has 100 of pdf contracts with form fields stored as templates in docusign. Client would like to integrate into their portal. When they click on a product, it would read a template and fill information like Product Name and customer info into the pdf and send off to the client for signing.I looked through the apis available and wonder what the best approach is. I am currently looking into Anchor Tags and eSignature API.  Any ideas and suggestions would be great. Thanks,Mike

502
J
Community Moderator
S
Newcomer
Sang Min KimNewcomer
asked in eSignature
Regarding Date Signed

Hello. I have a question about the progress of electronic signature. In the process of 'Creating Envelope', I am adding an icon called 'Date Signed' to the document. Is this date a fixed value set by DocuSign headquarters in California? Is there any way to match that date with my computer's setting time?

292
J
Community Moderator
H
Newcomer
Hud111Newcomer
asked in eSignature
Envelope ID

How to locate the original Envelope that was sent to me with the envelope I.D? 

1032
J
Community Moderator
I
Newcomer
Iwanttogohome
asked in eSignature
How to solve this error message "This envelope contains more than one document to sign. You can onlysign one document at a time with . To finish signing, as the sender to combine all documents into one and resend the envelope."

This error message appeared after the signer tried to sign using Singpass on the 3 separate documents in one envelope. “This envelope contains more than one document to sign. You can only sign one document at a time with . To finish signing, as the sender to combine all documents into one and resend the envelope."  Please advise solution. 

782
J
Community Moderator
V
Newcomer
vivienneMNewcomer
asked in eSignature
Have a Dynamic Field Appear in Email Subject Line

Hi!I’m attempting to have the contact’s company be inserted dynamically into the email subject. We have the borrower’s name appearing fine, but the company isn’t populating, unfortunately.So ideally, we would have it setup similar to (Loan Name) - (borrower’s name) - [borrower’s company].On the document, there is a field for the recipient to input their company name which would then show on the email subject line.I’ve attempted using a custom field and referencing in the subject line with both {{ }} and [[ ]]. Could there be a syntax issue?

352
M
Community Moderator
E
Newcomer
EvarNewcomer
asked in eSignature
Correction signer

Hello, I send the document to the wrong signer so I decided to change the mail adress. It worked, it is written :Correction but when I want to save this appear : The API request is forbidden. Request blocked due to excess usage I don’t understand why. 

163415
C
New Voice
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in eSignature
Conditional Logic for Multiple Recipients

I have a situation involving three documents and three signers. These documents pertain to customizing their apartment, including options for colors and other interior design aspects. The first signer selects one document out of the three to sign. The second and third signers are co-owners and are required to sign the document selected by the first signer. Initially, we attempted to use checkboxes as conditional fields to control the signing field for the first signer. However, we encountered a warning from the system indicating that conditional logic rules may only involve one signer, preventing us from enabling the same document signing fields for the subsequent recipients. Can anyone suggest a workaround?

5035
M
Community Moderator
T
Newcomer
thardinNewcomer
asked in eSignature
Are you able to remove part 11 from a user if not needed?

Pretty self explanitory.Have a user at my org that no longer needs part 11.Is there a way to simply remove it?

2594
M
Community Moderator

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