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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!

5,718 Topics
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5718 Topics

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

XenuNewcomer

asked in eSignature

Why is Docusign Support ignoring my open support case?

Two weeks ago I opened a support case about double billing on my account. I received an email from Docusign billing support asking me some details to confirm ownership of my account. I responded immediately, and that’s the last I heard from Docusign support. Why is Docusign Support ignoring my open support case? I’ve made multiple requests for a phone callback and nothing. No calls, no voicemail indicating a call attempt. Nothing. How do I get Docusign to respond to my open support case??

595

5 months ago

Allan CampbellNewcomer

asked in Web Forms

Why can't WebForms be sent in an envelope, pre-filled?

The WebForm interface is far superior to having a signer navigate a tiny PDF on their phone. So why hasn’t Docusign enabled a WebForm to be the primary content of an envelope, pre-filled with content by the sender, like we can today with a regular PDF or Word template?

442

5 months ago

Millem04New Voice

asked in eSignature

Prevent fillable fields from being flattened

I have a test script that I need route for pre-approval. This is a word document with multiple check boxes at each test step. These boxes are to be completed by the tester during execution of the test script. However, when we rout the document for pre-approval, the fields are flattened and no longer editable. Is there a way to prevent this? Thanks in advance.

609

5 months ago

michaelsmillsNewcomer

asked in eSignature

Formulas Disappearing

Certain formula fields will not save when I “Save and Close.” Fortunately, not all of my formulas are disappearing, but certain ones do over and over. I have set up these formulas six times, and every time I save the document, upon reopening the template the formula setup has been erased.

666

5 months ago

YulzNewcomer

asked in eSignature

CHANGED JOB. I CAN'T RECEIVE NOTIFICATION EMAILS

I CHANGED JOBS. I CAN STILL ACCESS MY ACCOUNT.HOW CAN I CHANGE MY ACCOUNT EMAIL ADDRESS SO I CAN RECEIVE NOTIFICATIONS?I'VE TRIED E-MAIL ADDRESS UPDATE IN MY PROFILE, BUT IT GIVES NO OPTION, AS IT ASKS TO GET A CODE FROM THE CANCELLED E-MAIL ADDRESS.THE REASON TO CHANGE THE E-MAIL ADDRESS IS BECAUSE I STILL HAVE CREDIT ATTACHED TO IT. OTHERWISE, I WOULD JUST OPEN A NEW ACCOUNT WITH A NEW E-MAIL ADDRESS.CAN YOU TRANSFER EXISTING CREDIT TO A NEW ACCOUNT?THANKS.

556

5 months ago

madsandersNew Voice

asked in eSignature

Is it possible to have multiple levels of a decline within an e-signature document?

I have an e-signature workflow with three recipients: borrower, finance dept, and comptroller. I already have the process set up to allow the finance dept to decline the document. I want to know if there is a way to set up a decline process for the comptroller recipient. Say the finance department e-signs the document, but the 3rd level (comptroller) finds an issue with the document. Is the comptroller (3rd recipient in this workflow) allowed to decline? If so, I want the workflow to bounce back to the 2nd recipient, which in this case is Finance department.

224

5 months ago

LTaylorNewcomer

asked in eSignature

Help with document accessed via email.

Hi, i am opening a document via email sent from my employer which requires my initials printed on several pages, then a signature at the bottom. When i open to document it takes me to https://au.docusign.net/Signing/xxxxxxxxxxxx I have accidentally my wrote my signature while accessing the document via my phone as my initials and have no option to change them I cannot access this email via my account as when i sign in it takes me to https://apps.docusign.com/send/home ‘Alternate Signing Method’Visit Docusign.com, click 'Access Documents', and enter the security code:I have the security code from the email, but when i go to the link and use the security code, it will take me to my au.docusign.net/signing/xxxxxxxxxxxxx url where i cannot change my initial. When i try to contact support through https://support.docusign.com/s/?language=en_US then https://support.docusign.com/s/contactSupport?language=en_US and i click ‘open a support case’https://support.docusign.com/CSP_DSClogin?ec=302&am

613

5 months ago

brianjpressmanNewcomer

asked in eSignature

Bulksend- Adding a prepopulated Field to a form

Hello Community: This must be possible but I just can’t figure out how to do it.I’m trying to send a simple document to a group of 200 people. I have a CSV which contains name, email address, and physical address (3 fields). I have been trying to use the bulk send with a template I created. What I’m trying to do is send each of the 200 people a copy with their name & address prepopulated. They then just sign it and a time signed is added automatically.For some reason- only the email address and name shows up in the document itself and the address keeps reverting to a custom text field. Am I missing something? I keep trying to rename the address field “company” or “title” since I see those fields in the editor but it doesnt work. What am I missing? It must be possible to do this. I’ve googled and searched all over and i cant seem to find someone answering the same use case. Thank You for your help in advance!

CatroNewcomer

what is the function of the nozzle

5 months ago

SWRE - SharonNewcomer

asked in eSignature

Signatures and Initials

Am I able to darken my clients signature and initials, text comes back very faint.

Green SharonNewcomer

Can you send a blind carbon copy in Docusign? I want to be able to send completed signed document to someone, but do not want anyone else on the thread to be able see their contact details.

562

5 months ago

TerriSNewcomer

asked in eSignature

Templates Required Fields

Hi! New to DocuSign and I am creating templates for others in my company to use. Is it possible to have the required fields already set for when they need to use the template? That way they don’t have to set the required fields each time they are sending the template out for signature or completion.

804

5 months ago

Teri.MaierNew Voice

asked in eSignature

Edit a user account that is in pending status

As an admin, I set up a user account for a co-worker, but I made a mistake his email address, so he never received the invitation to log in. I can’t change it because it is in Pending status, but he cannot activate his account because he does not have the email. How can we resolve this?

1452

5 months ago

SGXNewcomer

asked in eSignature

send-a-document-using-bulk-send

Hi everybody Can I send-a-document-using-bulk-send on my suppliers data base Excel file? Urgent please

JBoothNewcomer

Is the docusign signature code underneath the signature related to the docusign envelope code?

172

5 months ago

Homestead Real EstateNewcomer

asked in eSignature

Completed Folder

Is there a way to clear out the completed folder?I move the completed documents to their designated folder but there is still a copy that remains in the completed folder.

ApplesNewcomer

I had a glitch in my docusign, it came back up but sent the wrong letter to the wrong person. How can this happen

1055

5 months ago

Jeff CoxNewcomer

asked in eSignature

Initials on All Pages

I don’t have a specific word on each page I want initials next to. Is there anyway to easily add all recipients initials to each page? Sometimes my document is 30-40 pages and with 3-4 signatures that is a ton of back and forth. There has to be an easier way.

jayceeNewcomer

Hello, I understand that DocuSign automatically recognizes our account, and once we sign an envelope for the first time, it pre-saves the signature for subsequent envelopes. For security reasons, I would prefer my signature not to be pre-saved. How can we address this?

632

5 months ago

pddlcNewcomer

asked in eSignature

Trouble with matching ID

I’m having trouble signing a document sent by our notary through an email link.After putting my initials and signature on the document, a new window via IDnow pops up and I’m asked to confirm my mobile number, followed by an option to either take a photo of my ID or to upload a document with my ID.Either way, I can confirm my ID (passport) and get a success message, but when returning to DocuSign from the IDnow-window I get an error message saying that the name on my ID and the document doesn’t match.I noticed that there was some text before my name, which our notary put there - could that be the problem? Please see attached screenshots, red underline under the text I’m referring to. Thank you in advance,Pierre

MaureenNewcomer

I have created a template with 4 documents requiring multiple recipients to sign, use check boxes and text boxes. The template contains all of the fields but when I try to send an envelope to a specific person which uses a personalized document in place of 1 of them, the template detected pop up doesn’t show up.Last night, the first time I tried it, the window popped up. I noticed an error on 1 doc so I deleted and recreated the template. Now the window does not pop up. Help please.

LsparkesNewcomer

Hi Everyone, I am trying to create a hyperlink in one of my documents, I've followed the instructions and its showing in the custom fields for me to select, which is great but when I send the envelope it doesn't then show up as clickable link. It just shows up as box with the wording i put in. when I look at the tooltip the right URL is there. does anyone know how i can get this to work? its just a simple link to an external provider (occupational health) thanks in advance

412

5 months ago

ChristineNewcomer

asked in eSignature

Changing a person who has to sign after document has been sent out

Hello - I sent a document out for multiple signatures only to find out later that one of the recipients is not correct and I need to change the person to someone else. Is this possible without deleting the document and send out as a new one? Thanks.

7823

5 months ago

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