Core Capabilities

Hello, I often need to place my initials on every page in large documents. These documents are often scans of original documents. Is there a way to automate placement of initials on all pages?  Thanks,J

I have a 125 page legal document to sign and I have viewed the pdf/word document and now being asked to sign the Docusign copy but the pdf/word version is a different page count than the Docusign version. I figured that would match and I’d just skim and compare side by side the working version to the official copy needed to be signed.    Is there a way to compare word count or some other method to make sure I am signing the correct version of the document?

Hello,I have the real estate starter package and I cannot lengthen a text field. It is fixed size and the text will word wrap extending the field vertically vs horizontally. I see that to do custom fields I need to upgrade. Can i not have a longer field length with my subscription? Thx. KarlT

I just need to talk to someone at Docusign about my account. It seems like with the free version that you can’t submit a case. I have downgraded my account before the auto-renewal, but Docusign still charged me for an annual subscription. It is very frustrating because there is no way to get someone at Docusign to help me with this matter. Does anyone know of a contact email or phone number for support?

how would i circle a word or phrase on my contracts if they are virtual

Hello, We have some users using Adobesign. Which allows users to copy paste multiple sender emails into the sender field. Do we have similar functionality in Docusign? Please note the email address differs for each agreement and its not a static set of email IDs. So we cannot use signing group. Bulk send option needs email ID and name is csv format. So its not a simple copy and paste of email.Any other ideas to implement this in Docusign? Thanks,Swami

The question is, is it possible to make the signature list visible to other signatories during the signature process, so that I, as the signatory, know who the next signatory is (during the process run).

Hey there! We have a handful of templates with knowledge-based authorization that users frequently fail on and have to try again. When this happens, an email is sent to the general DocuSign inbox that our organizations runs. I’d like it instead to be routed to the team that is working with those customers. Is this possible?

Hey guys. So, I cannot change my signature on a document I received. I’ve tried clearing cache, changing my signature in my profile, and using different devices, but it keeps forcing my old one. What can I do? Please help!

Hello.  I was initially having issues with the wrong signature being used on documents.  I deleted all other signatures and left my custom signature.  This is also set as a default signature.  Now, when i go to sign a document, it inserts a created signature, not my custom signature, and won’t allow me to change it.  HELP!!

My husband and i have processed all of the required paperwork through Docusign to sell a car to Carvana. It’s website states we both must be present when we drop the vehicle off, which will require an 8 hour drive.  My husband isn’t healthy enough for such a journey. Was this requirement posted before Carvana adopted Docusign?

Can I use Docusign to make editable a document without sending the document via Docusign. I would then like to save the editable PDF to customers via email. Or do I need a separate software to do this? 

I have an adobe acrobat PDF that is being sent for signature. It is pre-filled so I’m selecting the “preserve PDF” or whatever the actual phrase is. When the recipient views the document in mobile-friendly mode, the layout of the document is all out of wack. How do we fix this? Thanks!

I have been using Docusign since 2020. I always took the monthly standard deal and paid my monthly fee. DocuSign never charged me an additional amount other than my Monthly fee. This was until recently.I was billed 200$ in March for envelops that exceeded my limit, a limit I wasn’t even aware of. After some research, I noted that Docusign changed its pricing model, and this explains why, instead of paying 65$ in March, it cost me 265$. I am still waiting for the customer support to contact me, but I wanted to know if someone is facing the same situation. It is very frustrating, and I really like Docusign. However, I can’t afford an increase of 400% of my monthly invoice. I will let you know what happens once I can speak with a customer support.

I wanna know if I wanna send the final copy of the signed document to 2 people outside of the signing process, can I use the standard version to achieve this? or can I just use the add more recipients function? Or is that only possible for the initiator. Thanks!

How do I add my cell phone to my profile? When I try to add it, I just get an endless wait circle and the code is never transmitted. I tried voice and text, neither will get transmitted by docusign.Thank you

Hello, We are looking to know if there is a way to track that the signer accepted the e-sign agreement with DocuSign. Thank you

I already sent a doc to the person who needs to sign.  They didn’t receive the original email, and requested that I add the spouse (non-signer) to a second email with the envelope.  How can I edit an existing envelope to include another addressee?

One of my workflows was supposed to be under Admin queue. However, it got aborted without any user clicking on Abort option in the workflow. How can I resume the aborted workflow?

The error I am getting is as follows:{"errorCode":"API_REQUEST_IS_FORBIDDEN","message":"The API request is forbidden. Request blocked due to excess usage"}However when I do not set the email_settings it is working perfectly fine. I also see in documentation that only users with canManageAccount can use this setting. This is an API key that has been generated. how do I give that access to that key ? Or is that not a best practice ? 

Using Opportunities, with Opp Line items,   on the opp I have a few line items, how do i get the associated documents for each product ( associated to the opportunity product)  and collect them into 1 envelope?

Using Lever ATS for employment forms and offer letters but there is currently no option to use templates, or add fields outside of eSignature placeholders and 1 text box that spans the entire width of the page.  Recipients will need to manually select and drag each field to the appropriate place but the text box is too small and there is no instruction or hint given that they can expand the length. I don’t have access to API to merge Docusign templates to our document externally.Also, Radio buttons are not listed as an option for recipients at all, and the checkbox returns as an “x”. Once a form is filled and signed by a recipient, the formatting of the checkbox shifts to the top corner no matter now direct the placement is. How can we fix formatting issues like this? I guess the Text box can be worked around but what about the checkbox shifting after submission? 

I have a workflow configuration that has two approval sub-workflows happening in parallel.  If one rejects, how do I either cancel the parallel review before moving to next task ORwait for the other review to complete before moving to next task? 

Do we have a mechanism in Docusign where once the configuration is moved to production, do we have a backup of configuration for Production environment and lower environments? Is this basically driven by the packages we create? Can we have a system restore from a particular timestamp by the Docusign support team?Scenario - In another CLM experience, once we went live, we did daily backups of Production env. and weekly backups of lower Dev or UAT system. This was done by the Cloud Ops team to enable a restore during the Hypercare period for any issues. Do we have something similar in Docusign? 

HiThe signed letter from the candidate that comes back and sits in the offer letter portlet in SF in suddenly missing the candidate signature.It looks like it is there but with a white stamp.The same letter also goes to the Recruiter and candidate inboxes and that has the signature.What is wrong with the stored copy?This was working well until recently.Please assist.Thanks,Nimesha