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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

  • 7,297 Topics
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7297 Topics
C
Newcomer
CharleneNewcomer
asked in eSignature
First Time User

HiThis is my first time using Docusign and would like basic information to sign my own Offer to Purchase and also get my partner to sign along with a witness.  Then I would like to send this Offer to Purchase to 4 sellers and have this as one document.  How do I do this please? 

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Community Moderator
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Newcomer
gonzcrysNewcomer
asked in eSignature
Customizable Reminders

Hi, I'd like to know if it's possible to customize reminder messages for signature requests. We need to send unique 1st, 2nd, and 3rd reminder templates to each signer. Currently, I only see a "Resend" option for documents; I’m not seeing a "Remind" option, nor any way to personalize the reminder message itself. The last relevant question posed by a user about this was 6 months ago, so I’m wondering if there have been any updates. Thank you!CG

1215
C
Community Moderator
C
Conversation Starter
ClutterbugConversation Starter
asked in eSignature
Correcting reminders on an envelope

When correcting the reminders on an envelope, does it get re-sent to the client when I finish the correction?For instance a client says they want to come back to considering the envelope in a month. So I correct the reminder time. When I hit correct, does it resend the envelope or just record the change in the reminder period?Thank you

814
C
Conversation Starter
A
Newcomer
AjorgeNewcomer
asked in eSignature
Resend to Recipient who didn´t receive - will it affect the Recipients that already approved?

Hi, I sent a DocuSign for three recipients, two for approval, one for signature. The two who need to approve already did it and receive DocuSign properly but now the Signer is saying she didn´t receive nothing? Questions:What would be the cause? If I resend it again, will the Approve only Recipients need to Approve again or does their approval maintains and only the Signer will receive the notification?Thanks, André

282
M
Community Moderator
S
Newcomer
sbuchanNewcomer
asked in eSignature
Stuck in "correct" status

I have a document that I can not get out of correct status. I’m new at this, what am i doing wrong?

12248
C
New Voice
M
Newcomer
MattyFNewcomer
asked in eSignature
Envelope expiration notification for Sender

Hi, as the Sender of an envelope is it possible to set a notification to be automatically received when an envelope is due to expire? I’m aware that notifications can be set for a recipient to receive a pending expiration however I can’t locate any settings for the Sender. Currently the Sender is required to access DocuSign on a daily basis to check for any voided envelopes.

2235
N
Newcomer
J
Newcomer
jmillardNewcomer
asked in CLM
Document Generate Form - "Custom Table" fields and mapping to document attributes

Hi,I’m hoping someone might have come across a solution to the problem I’m trying to solve.I have a document generation form, where one of the fields is a “Custom Table”. The table consists of two columns, with a date fields in the first column and a number field in the second column.When completing the form, you can add multiple rows, so therefore the submitted “Params” XML data for this field contains a “Container” node, with a XML node for each row with a date value and a number value.Within a CLM workflow, I’m trying to map the submitted data for this field to a document attribute. If I map the “Params” XML data’s “Container” node to a variable, it just saves as a raw ‘non’ delimited list of values from all the fields in the table, which is unusable. Can I iterate over the rows in the table’s XML data and save to separate attributes? Or is there another approach?Any advise would be appreciated. Thanks,Josh

1264
J
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Who receives automated expiry pending email notifications?

Do all recipients receive expiry pending email notifications plus the sender?; just the sender?; only those who have signed? Thank you!

2104
N
Newcomer
M
Newcomer
mcrowle5_TNNewcomer
asked in eSignature
Get CFO to sign one copy as a template before I send the signed CFO copy to 100 different customers

Hello,  My CFO is the past has signed over 100 docusigns that we send to him and each of our customers each year on one date. Is there a way to get the CFO to sign one copy and then have it be sent to all the respective parties to sign their individual copy?  I am trying to avoid him having to sign 100 copies again of the same document. 

391
JohnSantos
Valued Contributor
Y
Newcomer
YingPNewcomer
asked in eSignature
Can delegate signer sign with the principal signer's name?

If Bob is a delegate for Peter, when an envelope is routed to Peter, Bob signs and it is his own name. Is it possible to set up in a way that Bob signs but it is with Peter’s name and information?

332
N
Community Moderator
D
Newcomer
diana.murciaNewcomer
asked in eSignature
DocuSign Signing Resource File Guide

Hello community, is there an updated version of the DocuSign Signing Resource File Guide? The one I found is from 2022. Also, is there an spanish version? https://support.docusign.com/s/document-item?language=es&bundleId=docusign-signing-resource-file-guide&topicId=docusign-signing-resource-file-guide.pdf&_LANG=esxm thanks in advance!

831
N
Community Moderator
C
Newcomer
cnemtNewcomer
asked in eSignature
Email Notification Body Too Large

How can I make email notification bodies smaller? They’re massive. Not only am I having to scroll up/down (which is to be expected as most emails do this) but I have t scroll side to side. This is happening to notifications I receive as well as the ones signers receive. 

753
C
Newcomer
extol7
New Voice
extol7New Voice
asked in CLM
Change Form used in Workflow

I am having difficulty figuring out how to Change the form used in my workflow.  I go to the Document Generation Configuration screen an see the below.  If I click on the link that says NDA / DNA MOU Configuration, it only shows options for the workflow and a template and few other settings, I don’t see the ability to change the Workflow to use a copy of the form such as below NDA MOU FORM_Copy. What am I missing? If I open up a form not attached, it will display This form is not being used by any configurations. Open Configurations to start using this form.,I open up configurations and am in the same spot again...     

355
Pawan Gangwani
Frequent Contributor
T
Newcomer
True CFPNewcomer
asked in eSignature
Changing message from details

When we send an envelope it is showing as a message from the 2 directors personally to the recipient rather than the companyMessage from …Does anyone know how to change this?  Thank you

505
T
Newcomer
K
Newcomer
Knox_1Newcomer
asked in eSignature
phone support number?, i cannot login or reset password.

i cannot login to my account.  This is frustrating.  Please help me asap! what is the phone support number?

433
M
Community Moderator
K
Newcomer
KateNorCalNewcomer
asked in eSignature
Does re-sending an envelope subtract from envelope allowance?

Does re-sending an envelope subtract from monthly envelope allowance?I have a limited number of envelopes per my subscription and need to keep track of this.

342
M
Community Moderator
C
Newcomer
CamiglioreNewcomer
asked in eSignature
Not longer able to rotate document

I have a user who was able to rotate a page of an uploaded PDF document until Jan. 13,  2025.  After that date, when she attempted to rotate the page she received the “Document cannot be edited” error message.  I have worked through the troubleshooting options I could find with this user and she is still having this issue.  Did something change recently that would now be causing this error?  Any ideas on how we can resolve this?

2978
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Community Moderator
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Conversation Starter
Donna SevignyConversation Starter
asked in eSignature
Turn off or disable showing Signing Location?

Does anyone know if there is a way to remove showing signing location from DocuSign Agreement details if a signer has opted-in via their browser to share location information? I understand in those cases people with access to the agreement details can see on a map a physical house address.  Some staff are concerned about their privacy and there are conversations happening re: over-collection of personal information for the business need.  To clarify, I am aware how to turn location off with advanced branding/resource file and this is not what we want to do. I am specifically asking about the option to view signing location when in DocuSign | Agreement details. We are ok with IP location, not this additional information. Thank you! 

4063
D
Conversation Starter
G
Newcomer
gjm982Newcomer
asked in eSignature
DocuSign Completed Document PDF Security

I had a client complete and sign a document through DocuSign that included some sensitive information (SSN, etc.). When he executed the DocuSign, he received a confirmation e-mail from DocuSign with the completed PDF attached to it.  He is now concerned that his information could have been compromised by the PDF being attached to the autogenerated confirmation e-mail that he says “wasn’t sent securely”.  Can someone please provide me with a response to the client to reassure him that the sensitive information contained in the attachment was somehow secure?Thanks.

1004
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Rising Star
V
Newcomer
VikiMNewcomer
asked in eSignature
unable to create a support case

Is there anyone out there to help with contacting docusign support? I'm unable to open the case by following the promise and need immediate assistance with my account. Who can help?You don't even have a chat option anymore....

9312
M
Community Moderator
W
Newcomer
Will CampionNewcomer
asked in eSignature
Multiple documents signed and specific documents CC'd to different people

Is it possible to send specific documents from a completed envelope to different people with the CC option?I can split the envelope template and have two different templates to achieve this, but wondered if I can route each of the signed documents to different email addresses for action?

1268
Michael.Rave
Docusign Employee
C
Newcomer
COLLEEN MARYNewcomer
asked in eSignature
FORMAT CHANGES FROM WORD TO DOCUSIGN

My Word document recently started changing the format when it gets in Docusign. My signature block splits on a new page.  Help!(new HP computer w/GoDaddy to Microsoft suite)

1573
M
Community Moderator
R
Newcomer
Rachael Leyba - Olmsted CountyNewcomer
asked in Web Forms
Change the "from" information on the Review and Continue message for web forms.

Question about the Review and Continue message with Web Forms.We would like to remove the form owner’s name from the content of this message.  Is there a way to do this?  The signed form is being cc: to a generic Olmsted County mailbox.  The owner understands that she must create a rule in her Outlook to file away the copy of the signed form that she automatically gets as the owner.  Since the link to the form is on our public website we do not want the public to bombard Jamie with phone calls.  Jamie is just administering the department’s DocuSign templates and forms.   

1802
C
Community Moderator
R
Newcomer
Robert CappalliNewcomer
asked in eSignature
Need assistance with signing Powerforms

We have a form that managers need to fill out.  Once they fill out the form, then their employees must read it and sign it.  I want the manager to be the only one to be able to fill out the form.  I want the employees to be able to see the filled out form but not be able to edit any of the information.  I just want them to sign it. I tried using Powerforms but I can’t seem to get the workflow that I want.  I set up two roles as recipients (manager and employee).  I go to the URL and enter in the manager’s credentials and fill out the form and sign it. When I go back to the URL as the employee, it wants me to enter in both the manager and employee login fields.  Plus once I log in, I do not see what the manager filled out. Thanks in advance for your help.

455
C
Community Moderator
B
Newcomer
BabuRNewcomer
asked in eSignature
Condtion based Recipients

I have an agreement sent to customers which includes additional pages for certain states. When these additional pages are in the document, a second recipient needs to sign these pages (in addition to the recipient1) How do I include the additional recipient (recipient2) only for these states so they get the documents to sign only when they need to. For the other states only 1 signature is needed from recipient1 ex.Document has no Annex C in NY and only recipient 1 needs to sign the document The same document has Annex C in NJ and recipient 1 needs to sing the document and the Annex C and the recipient 2 needs to sign Annex C-- mrB 

283
C
Community Moderator

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