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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

27 days ago

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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5,716 Topics
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5716 Topics

CarolineNewcomer

Bulk upload spreadsheet

Hello I am trying to send a bulk envelope to our staff and when I add their names and email addresses to the sample upload spreadsheet is is giving me errors and asks me to complete Role 2 name and email - the sample CVS sheet is different to what I was expecting to have opened. Is anyone able to assist?Caroline

112

5 months ago

rcs5mNewcomer

asked in eSignature

Preventing Powerform URL from Returning in Search Engine

Hi All, I had an interesting question from one of our departments this past week. Is there is setting within DocuSign to prevent lets say a google search from returning the Powerform URL in the search? For example, a student searches for course action form and receives the Powerform URL for a course action form in the search instead of the form landing page. Thank you! Rachel Sligar

253

5 months ago

JSCHANewcomer

asked in eSignature

Send from Org Wide Email

We have multiple users sending docusign envelopes from Salesforce and, ideally, each agreement would be sent from an org-wide email rather than the individual user’s email? I see via Shared Access that it is possible to send on behalf of another user, but I can’t find information on if this works from Salesforce and, if so, how. Any info would be appreciated.

1804

5 months ago

helen.leeDocusign Employee

posted in eSignature

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality.What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview. Any questions

5 months ago

helen.leeDocusign Employee

posted in eSignature

140

5 months ago

helen.leeDocusign Employee

posted in eSignature

200

5 months ago

helen.leeDocusign Employee

RoroNewcomer

is DocuSign down its not letting me set up ad send an envelope

142

5 months ago

Tim TNewcomer

asked in DocGen

how to enter a counter price

when I strike out a offer price and do a text box new price it does not save it

justmanNewcomer

how to DETACH an attachment. we attached the wrong document, need to delete the attachment. How do we do this?

742

5 months ago

EshwarNewcomer

asked in eSignature

docusign web app session timeout settings for user

Dear Teamcan you help to share steps or document to change session timeout for one user. from admin portal i can see minimum timeout session is 20 minutes, This cannot be changed to one single user but org change is possibleCan you help me to change session timeout for one particular user

942

5 months ago

KdavesNewcomer

asked in eSignature

Correction option not showing in dropdown menu for an envelopes

After sending an envelope I realized one of the email addresses is incorrect. When in the agreements tab while the document is in progress and no one has signed the “correct” option was always in the dropdown menu to select and would let me update an address and resend, however it is no longer listed in the menu of choices. Help sources say this feature exists. I’ve tried logging out and signing in again and a different browser. Has anyone else had this issue?

382

5 months ago

GoodvibesllcNewcomer

asked in eSignature

Wrong date format on a signed document. Is it still valid?

Hi, I recently had a contract signed by two parties. However, the date signed for the other party is in date format DD/MM/YYYY and mine was in MM/DD/YYYY. Will this contract be valid in case of needing to go to court? Or should I have the client resign in the correct date format? Which I’m not sure why their date format is like that since I had it set as MM/DD/YYYY.

2422

5 months ago

Kathy GlynnNewcomer

asked in eSignature

DocuSign envelopes were sent but are not appearing in a User's Inbox

We reactivated the user’s profile hoping this would resolve the issue, but it did not. We also sent this same envelope to another user and it was received by the second user.

422

5 months ago

smbbNewcomer

asked in Web Forms

Can Web Forms be used to have new hires fill out Form W-4?

We currently only use Powerforms for new hires to fill out a new hire packet, including the W-4. We then manually transcribe all of the information into our payroll platform.We would like to be able to export the data from the new hire packet to streamline this process. Does Web Forms allow for the Form W-4 to be signed, that we could download the employee data AND save a PDF of the document for our records? Thanks,Susie

592

5 months ago

GWeberNewcomer

asked in eSignature

Signature Requirements

If I am remitting an envelope that requires a designated individual to sign on behalf of the entity (i.e, M Jones, President of ABC Co.) WHAT names goes in the “recipient” field for the envelope delivery? I always ensure the signature line is updated to read: ABC Co by: M Jones, President with the intent that M Jones would click and sign. ISSUE- sometimes my completed docs come back as intended (M Jones) and sometimes they come back w. ABC Co as signature? I list the ENTITY as recipient on all and no clue why it only happens on some? Does the recipient have to designate OR is something I am doing wrong on my end? Help??thanks

5 months ago

Carlos RojasNewcomer

asked in eSignature

I can't see "Start" under Templates.

374

5 months ago

AntDembyNewcomer

asked in eSignature

Signing Fields for Multiple Users

I’ve created an envelope I need to send to 45 people to have signed. I added the document and all 45 recipients. They all need to sign the form individually using the same fields. I added the fields but the color coding leads me to believe it’s only for the first person on the list. I can’t tell if I hit send whether or not everyone will receive the same envelope or if only the first person on the list will have the fields to fill out. It’s basically a bulk send but I don’t have the account tier to add all the names at once.I even tried a template but it asks me to add fields for every recipient.

402

5 months ago

MaxaNewcomer

asked in eSignature

Marks on PDF for Signing

I have uploaded a pdf for signing and when I go to add signatures it has marks all the way through it - like this. Why and how do i fix it?

362

5 months ago

mshealyDigital Collaborator

asked in Web Forms

I need a field on my web form that is current date

i have looked at text and date fields but don’t see how to assign current date to a web form field.

716

5 months ago

RJLWBNewcomer

asked in eSignature

See original message in completed email

Hello. As the sender, is it possible to see the original message included within the completed email that gets returned once all parties sign? The original message appears in the completed email for all recipients but not for the sender. Thanks!

374

5 months ago

MMpaquetteNewcomer

asked in eSignature

Avoid to sign every single document

We have a contract for 400 people to sign. How do I ensure that my signature and initials are ALREADY on the contract when I send it to 400 people? I don't want to have to sign every contract independently. When sending, my signature is already recorded. Is it possible to do this?

262

5 months ago

JunjieLiNewcomer

asked in eSignature

In the demo environment, the sent email contains the "本文档仅供演示使用。"

My question is how to set the language for this.Change "本文档仅供演示使用。" to "This document is for demonstration purpose only."

kliddiNewcomer

Is there a way that an admin can require all users in their company to send all envelopes with KBA security questions to access?

432

5 months ago

raycryNewcomer

asked in eSignature

Forwarding Completion Emails

Is there are way to forward the completion emails to a recipient that is not part of the signing group and that recipient be able to access the documents via the link in the completion email without having to log into aDocuSign dashboard?

1114

5 months ago

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