Core Capabilities

How do I cancel an account on behalf of a deceased account holder? The annual real estate account ($240) just billed. I cannot login to his account to request a callback from customer support and cannot find a number to call support directly.

How to enable DS Email Shield for an FAA document signature?

I would like to see an option for United Kingdom Drivers License when verifying my ID, the only UK ID options available are Passport, if a person does not have a passport or it is out of date, they could use a valid Drivers license instead. Please get this set up ASAP as I have important stuff to sign!!!???

Looking for documents I signed in the past using this email,  but they aren't showing up.   I can't open a support case because I don't have a paying account.   I have solar panels and Meraki has abandoned helping us when it was in our contract so now I need it for legal reasons. I logged in but documents in looking for aren't showing up.   I have the email from Meraki Solar from 2020 and it had a security code of 3F4291B6BB1A420983A15DD678FC0FA82 that it listed in original email to use when signing. 

Hello - Please Please help me! I have been working on this for 2 full days and i could cry! I have 100 x Deed of Novations to send to employees before the COB today. The “Deed” Document is pretty straight forward it just needs the following fields merged from a CSV file i have all set upI want the below 3 fields to be populated before it gets sent to the employee Employee Full Name Employee Address Employee Commencement DateThen I just need standard - Signature, Name and date signed. These are the only bits I need the employee to fill out.I have watched so many videos to try work this out and I just cant - I cant get the bulk CSV file to import but it doesn't populate the document even when i put the “matching fields” listed above in. every time I send it goes to everyone but has no prefilled information or prompt to sign.I live in Australia i am that desperate i happy to pay someone to talk me through this!

Is there a limit to the number of documents I can attach to an envelope? Thank you. 

Hi I would like to force all the users in my organisation to login with 2FA, how can I do that ? Thank you  

I do not want docusign to automatically put signing boxes in on every form I submit.  They are never correct How do I stop it from happening

I use a mac and create a pdf not password protected.  I upload the pdf document and it is sent to my clients for signature,  When it comes back to me signed and upload the document to my real estate platform, it shows that the document is password protected and my broker can’t see it.  It is really frustrating.  I then I have to print the signed pdf received from my client and re-scan it to create a new pdf that can be open.  It is so time consuming and ineffective.  How can unlock a document that is protected protected when it comes back to me when it was created by me without a passowrd protection.

Can anyone help figure out how to get the “custom fields” to work in a template. Set up: 2 signers (in signing order). Signer 1 is supposed to fill out some info that signer 2 will be able to see.  The custom field doesn’t auto-populate the field to other pages… Eg. signer one types in their name in box 1 on page 1 and it SHOULD auto populate to page 8 where I put a “clone” of that custom field. Some times, it does do this (if the field is just plan text and has NO VALIDATION- i.e. numbers only, date, etc). If you try to make a “drop down” as a custom field, forget it, that NEVER populates over. I tried making sure “shared” was selected and users can collaborate. Every combination of options I tried- NOTHING works.  Does this technology even work?? Lol.  Tried for 2 hours with the totally USELESS call-center support and got no where. Honestly, DON’T WASTE YOUR TIME calling the DocuSign support center- they are ENTIRELY unhelpful. No joke. It’s unreal actually how unhelpful they are. 

Alongside the more tradional way of signing documents in Docusign, we would like to be able to replace the assignee with an email address. The expectation is the client would not sign the documents in Docusign but print them and sign them. I guess the question is does Docusign have a simple email feature ?

When I try to send an envelope to get signed, I receive an error message that says unable to create envelope. The document is already made I just need to send it for a signature. 

Hi, I have installed docusign esignature in my salesforce sandbox and connected salesforce with my docusign trial account. But I am not be able to upload document using template upload. and also i am unable to create template but it is saying “you are not authorized” though i have added all the required permission sets. Also i have installed salesforce clm but unable to setup that also i cant find it in app launcher. Any suggestions ?Is there any limitations with the trial account ?

Dear All,a Manager of our Company asked me, if there is a German Version of the ELECTRONIC RECORD AND SIGNATURE DISCLOSURE available?Before agreeing to this, he would like to find out more about it in his native language.Thank you.Joel 

When an envelope gets signed by all, I always receive the email with the signed document. But the certificate is not attached. Can I force that I always receive the signed envelope/document and the certificate in a SINGLE PDF by email?

We are using Bulk Send to send 2,000 documents.We are using retrieve to download them all but would like the file name very specific. Below is an example:MemberServiceAgreement_Reciepient Name_SSN_Member Number_DateThe SSN, Member Number, and Date are all present on the CSV file used for the import. Is there a way to have the file named like this?

I’m looking to create a dynamic template in DocuSign where the user needs to initial the bottom of every page. I understand how to use auto-place with static templates, but not sure if this is possible with dynamic templates? Is it possible to autoplace an initial field in the footer of every page on a dynamic template using the document editor?

If I send a document to 100+ people with bulk send I download the signed pdf files with the name of the template. "Random Template.pdf". Is there any possibility to download the files with special filename? I would like to use some fields from filled file into the name of the file. for example "Firstname Lastname Random Template.pdf" instead of "Random Template.pdf"? Of course I know I can rename the files one by one during the download in the browser but it is slow process. If I could do it automatically It would be great. Thanks a lot!

I don’t know what has happened.  All names I put in automatically go on the documents instead of me doing it.  How can I change it to manual.

After I configured our logo to the Docusign avatar, the signature email sent by Docusign had a black box around the avatar. I tried to remove the black box and tried many methods but couldn't solve it.

Our firm receives a lot of phishing emails appearing to come from Docusign with potentially malicious links.  Rather than click the link directly from the email, I was hoping users can sign into their Docusign account and view the sent agreement from their Docusign Envelope Inbox to confirm the legitimacy of the email.  I asked a Docusign sales rep if Docusign agreements will automatically appear in the Docusign Inbox when someone sends a legit Docusign agreement and he said yes, but they aren’t showing up. Was the rep wrong about this and if so, does the sender have to do anything special in order for it to appear in a user’s Docusign Inbox rather than just in their standard email Inbox?  Thanks. 

when I tried to upload PDF file , there is error with, please advise how to fix it. The file size is 10.3 MB

If I unshare a template, will it cause envelopes sent with this template to disappear from users’ views? We are unsharing the template from everyone.

Can you please help.We tried to rename a hyperlink in Microsoft Word using the 'Text to display' field (as shown in the attached). After copying it to the DocuSign Message field, the recipient of the envelope was unable to open the link. It seems that modifying the 'Text to display' breaks the functionality of the hyperlink. Thanks

How do I unsubcribe from this docusign??????    I do not need it anymore~!!!!!