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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

29 days ago

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Core Capabilities

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5,742 Topics
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5742 Topics

Kim HNewcomer

Reoccurring signing request

A colleague keeps receiving a reminder from DocuSign to sign a document, however the document is fully signed already. I have checked the history of this document and it shows her signing in May and all parties receiving a fully signed copy of the document in question. How can this reminder be stopped? I have deleted the sent/signed docusign routing and no-else is experiencing this issue.Thank you for any helpKimH

554

5 months ago

mlopezchinaNew Voice

asked in eSignature

Can we change the verbiage for the title in the error message when docusign is not able to start

Hi everyoneI would like to know if we can update the title of the message (Unable to start signing process) when DocuSign runs into issues when starting the signing process.I tried to update the resouce file (XML file) that I set up for my brand which is this key: PowerForm_UnableToStartSigning but it does not work.Thanks in advance Regards.

313

5 months ago

Deepali.sharmaNewcomer

asked in eSignature

How to remove previous account admin details from the summary certificate of envelopes?

Hi Team,Our organization’s previous account admin left the organisation and his name and email address still appears in summary report of signed envelopes. How can we change setting and remove his name from upcoming envelopes that needs to be signed?Thanks,Deepali Sharma

639

5 months ago

phpNewcomer

asked in eSignature

One document with muliple signatures and csv

Here my ask. I want to send via a CSV, a unique document that all the people need to sign, I have a specific place in the document for their signatures. How to I do that ?When I add the csv I can’t see the option to move specific signers to the right place for signature. Thanks

332

5 months ago

jameshudson17Newcomer

asked in eSignature

Standardized template

Hello,I have tried contacting support on this topic but they were no help. We manage a property with about 150 identical lease agreements. I want to upload our lease agreement, add the needed text fields, then save it as a standard template where I don’t have to go back, upload the document, and add text fields every time I send one out. I want them to already be there and I just plug in the numbers needed- unit #, rent, security deposit, etc. Hope this makes sense, thank you!

332

5 months ago

marnelle.jalandoonNewcomer

asked in eSignature

Saving Settings on DocuSIGN Retrieve Desktop Application

Is there a way that I can update the settings that I have previously configured or do I just need to create another configration and delete the previous one? Seems kinda tiring to keep on creating and deleting if you only need to update a previously configured setting

336

5 months ago

mgabaNewcomer

asked in eSignature

Adding signature tabs

Hi, I finished uploading my templates, but I didn’t insert the signature tabs yet. How can I edit the docs and add the signature tabs?Do I need to reload the documents in order to do so?

292

5 months ago

Ana Clara MansinhoNewcomer

asked in eSignature

Inquiry About Managing Two Companies in One Account

Is it possible to manage two companies in the same account?

Sandy LNewcomer

Hello, How do you get a copy of the validation/authenticator form after you get a complete signed document?

112

5 months ago

StearsNewcomer

asked in eSignature

Can't find Enable Witness in the settings

I am unable to find the ‘Enable Witness’ option in the Sending settings. Can someone help?

MariaNewcomer

Hi everyone,can it be that recipients can no longer see the other recipients? Is that new? Best regardsMaria

LMBNewcomer

Hi, Can anyone help me - i need vat receipt for my docusign account for my accountant. I have no emails from them with receipts or the link to download. Cant for the life of me find where to do it on the docusign website (even after log in)… Thanks in advance

1012

5 months ago

KomsaNewcomer

asked in eSignature

How can I change Docusign invoicing information?

Hello, I would like to add information about tax identification number for my future invoice and the previus one too. I can’t change my billing date, there is no edit button. How can I do it? Regards Marta

372

5 months ago

Lavi BhardwajNewcomer

asked in eSignature

e-SIgnature Text field.

Is there a way to make a same text field required and optional for 2 recipients respectively?

192

5 months ago

Joe ChambersNewcomer

asked in Identify

DocuSign Phishing Events

I’m just curious as to the response time others are seeing when you send a message to spam@docusign.com. Do you get any response other than they will look into it? If so, how long does that response take? I asked someone to check on a case from the help desk and they indicated “Unfortunately, we dont have a way to follow up with the SPAM team. Can you try sending an email again to them or forwarding the email to them?”. The email had already been forwarded to them. My message came from dse_na4@docusign.net and the email as Universitypayrollupdate_@outlook.com but had the sender name as someone from our organization. Since we don’t have any accounts on that server it was easy to know that it was a phishing attempt, but it does look legitimate if you don’t beware.

RSenftNewcomer

Is there any way to change the timeframe this thing automatically logs me out?? I work from home, so leaving this open all day while i work does not pose a security risk. The timeout asks me if i want to continue working, but securely logs me out anyway if i press yes. Very annoying.

mgabaNewcomer

Hi, I finished uploading my templates, but I didn’t insert the signature tabs yet. How can I edit the docs and add the signature tabs?Do I need to reload the documents in order to do so?

5 months ago

sfernandezNewcomer

asked in eSignature

Date field - restricting to within 10 days of the date of the envelope

Is there a way to have a date field but have it restricted to a date within 10 days of the date of the envelope? For example, I have a “transaction date” field on a form and I only want the recipient to be able to enter a date within 10 days of the date of the envelope. If the date of the envelope is 7/1/2024, then I only want the recipient to be able to enter a date between 7/1/24 and 7/10/24. Is this possible? Thank you for your time.

261

5 months ago

FireflyNewcomer

asked in eSignature

Difference between verification and field requirements

i was given a pop-up to watch a video about new data verification fields. but i’m wondering what the technical difference is between that and putting certain formatting requirements on a field. The video example was about a phone number. But let’s say for a routing number it needs to be 9 digits. how would the data verification field be different than just requiring that the entry be a number with 9 digits? Is this just a different way to do the same thing?

112

5 months ago

edelenteNewcomer

asked in CLM

Is CLM included in Enterprise Pro plans?

Is CLM included in Enterprise Pro plans or is it a separate product? I see some interesting features described as CLM, but it looks like we get errors via API on some of them, so trying to understand what is actually part of my plan vs what has been enabled/available. Thanks!

160

5 months ago

hendrikvwNewcomer

asked in eSignature

Send a Document Without the Envelope ID on It

Hi! I would like to send a document without the docusign ID. I found this guidance: Send a Document Without the Envelope ID on It but those instructions seem to be outdated. I can navigate to Advanced Options (but not by clicking the Edit link, there is no Edit link). Under the Advanced Options there is no Sending Settings and also no “option Stamp envelope ID onto top left of every page”. I also checked the settings in the admin dashboard but also there no option to remove the envelope ID. Where can I find it?

696

5 months ago

CarolynHoskinsNewcomer

asked in eSignature

Tag for Today's Date

I want to add a tag for today’s date when the document is generated which may not necessarily be the signature date. Is there a tag for this?

6746

5 months ago

NateeNewcomer

asked in DocGen

DocGen Adding additional spaces while using Bulk send

I am sending forms out to clients that contain name and addresses. I created the document in the dosusign word assist. all of the merge fields look to be single spaced. i pulled in the recipients using a csv file via bulk send. The finished document that the client sees has a bunch of extra spaces like below… Name Adress 1 Adress 2(Removed information due to P ersonal Information)

234

5 months ago

sfernandezNewcomer

asked in eSignature

PowerForm Envelope Expiration

Are PowerForm envelopes set to expire after one day? When I look at our expiration set up, it shows 120 days but under the PowerForm Advanced Options the expiration says “By default, envelopes expire after 1 day. Recipients can no longer view or sign on envelopes after it expires”. Because of this, the PowerForm voids the envelope when it expires and then I can’t do anything because it’s voided. The Advance Options state that the DocuSign Admin can change this setting but I’m an admin and can’t. Thank you.

daveiezziNewcomer

There’s a task in DocuSign for a name change but I can’t find a name change from anywhere. I have a buyer, who has been married for 4+ years & I’ve used her married name on all of the forms so far. I found out from her lender that she never changed to her married name & her maiden name is still on the books, her maiden name will show on the mortgage & on the deed. The lender asked me to do a name change to notify all involved. I know I can do a general addendum but I wanted to see if I could match a form with the task in DTR. Thanks in advance. Dave

332

5 months ago

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