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Core Capabilities

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5,754 Topics
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5754 Topics

Sue ChapmanNewcomer

Poweforms - what triggers them to be counted as an envelope usage

Am considering use of Powerforms for high volume business use case, so just trying to understand what action determines when a Powerform gets included into the envelope count.Is it triggered and counted as an envelope if they eg. just follow the URL link to the landing page where the PowerForm Signer Information becomes visible but then go no further.Or is it only once they have selected and activated under the “Begin Signing” button on that landing page that sees it included under our envelope count.

1002

6 months ago

JasminePPaladinoNewcomer

asked in eSignature

When I upload a document to a template envelope, some fields are deleted.

I start an envelope from the “Manage” option on the menu on top. I select an existing template and when I get to advance edit, I add a new document from template. Once I finish completing all the names, adresses, email subject and message, I click Next. But in the overview of my 2 merged documents some text boxes are missing. I check the original template and everything is in there. How can I fix this?

717

6 months ago

DGironNewcomer

asked in eSignature

Billing History Missing

Hi all, I am trying to access me bills from 2023, but my account doesnt show the billing history. Any idea on how I can find them? Thank you

342

6 months ago

David ChengNewcomer

asked in eSignature

Scanned document with manual mark ups

Can docsign be used to sign scanned documents with manual mark ups?

VKTNewcomer

Hi,How can I set only the date and NOT the time. I spent so much time to figure it out, clearly was not able to :)My Boss, would prefer only the date and not the time. Thank you in advance for your help.

262

6 months ago

Community UserLegacy User

asked in eSignature

How do I get support for DocuSign Support?

DocuSign support is terrible. Not only is the response time 24 hours from each posted query, but phone support agents barely speak English, and when they can't figure out the answer to your problem after putting you on hold, they disconnect the call. This has happened twice now on a single support case (still unresolved)-- and the support agents never call you back, even though they have my phone number, so it's not a call reception or other phone issue. Is there someone higher up at DocuSign who is in charge of DocuSign Support, and what is their contact info?

1514

6 months ago

Hannah WattsNewcomer

asked in eSignature

Enable Advanced Options

Good Morning! I am somewhat new to DocuSign. When I upload the document and go to advanced options, it has a lock that is greyed out and says “Contact your administrator to enable recipients privileges”. Does anyone know how to enable them? I am the administrator for my account. Thanks,

2192

6 months ago

MG_WealthCentralNewcomer

asked in eSignature

SMS DocuSign Authentication Oddities / Issues - Anyone Else?

Is anyone else experiencing some discrepancies with the SMS Authentication process of signing documents electronically - we’re seeing these today for the first time it seems:In other cases where it is received, some (not all), the sms is being received as ‘from’ 0432 344 240 with standard text “Your OTP is...” in place of the expected: ‘from’ DocuSign with standard text “Your DocuSign” authentication code is...” Some instances a mobile sms for a one-time password isn’t being received by the user; and then multiple attempts later the exact same mobile number will receive the sms - but it’s taking some users 4-5 triggers

872

6 months ago

Luisa BadaNewcomer

asked in eSignature

completed signing PDF returned by email

Sometimes I get an email from docuSign with the signed documents attached and sometimes I need to login to retrieve the documents to download. How can I set it up so the client ALWAYS gets a copied emailed to them? And if it matters, I’m under my brokerages umbrella of users, so it is something they’d need to “turn on” because I can’t find the option anyway on my dashboard/ profile / settings. Thank you !!!

284

6 months ago

DanLloydVMTVNewcomer

asked in eSignature

Need help sending a envelope with 10 contracts within

"The specified envelope has duplicate recipients." This is my error message, however I need 2 people to sign 10 separate documents twice, but they can’t sign first. What can I do? Thanks

356

6 months ago

AMDA RecordsNewcomer

asked in eSignature

Alternate Sender email for notifications

Hi,We currently have several departmental accounts using shared departmental emails who each create and edit their own templates and power forms. However, we are going in the direction of having all public facing accounts use SSO or MFA, which means having individual designated Admin for each department for this purpose.We see that the Display Name for any account can be changed so that emails show as coming from, say “AMDA Records via DocuSign” rather than “John Smith via Docusign”. But we also do not want an individual departmental user receiving all the notifications (voided power forms, student who reply with questions, etc) for the power forms they have created, but I do not see a way to have those go to an alternate email address aside from that of the logged in user. Is there a solution to this? Thank you

522

6 months ago

Community UserLegacy User

asked in eSignature

Can someone tell me a valid REGEX code for adding commas to a number for thousands and so on? Ideally I would love to convert a standard set of numbers to a currency format in a text field.

Example: 12345 entered into a field would convert to 12,345. Ideally it would do currency and adjust to $12,345

Trina WNewcomer

In DocuSign CLM, we have Tasks Groups set up so everyone in the Task Group can see all of the tasks and receive all of the notifications. Now this is no longer working and everyone in the Task Group can only see their own tasks. Has anyone had an issue similar to this? Do you have any suggestions on how I can resolve this issue?

966

6 months ago

MatheusAlcantaraNewcomer

asked in CLM

Revoke ocument generation permission from CLM Viewers

We need to prevent users with the CLM Viewer license from accessing the document generation forms. Those forms are accessed thru the Actions Menu.

202

6 months ago

Paramesh.badaNewcomer

asked in CLM

Downloading all relevant historical documents at once.

Hi,Could you please provide more info. on below as these are required for our project on priority.Download all documents at once and put it in one storage point with proper folder structure with specific contract number. Currently limit is set to only 20 contracts. There is no direct spring CM to Spring CM instance transfer. (download and upload option not available). can migrating all contracts to a new Docusign (SpringCM) instance. Creating Approval groups without lot of manual activities. Filtering Contracts rather than going at account level (account by account). Also, display limit is only 1000 contracts. Is there a way to increase the number. Thanks for the help.Best RegardsPB

411

6 months ago

sjclvNew Voice

asked in CLM

Merge in workflow after signature

Hi I have a doc gen form which goes out for signature in eSign - at this point an additional document (contract) will also be added to the envelope for signature as well. Once the doc gen form and contract have been signed is there a way to combine these documents in a workflow. At the moment they are in the destination folder as 2 seperate documents. I know the PDF can be merged manually but I want it to be automatic in the workflow after signature if possible. I have been trying to use the combine doc step I saw on a previous post but am not getting much luck with it. thanks Shelley

421

6 months ago

Frank MNewcomer

asked in eSignature

I want to export a complete recipient list along with names and emails addresses. Can someone help me?

NisaANewcomer

Anyone else getting Server Error and unable to get into DocuSgn to send envelopes?

1842

6 months ago

RichieBNewcomer

asked in eSignature

Single file from my envelope won't download

I have an envelope with 6 separate documents that I have had signed by my clients. When I try to download the files onto my computer, Docusign says it’s downloading 6 files, but when I open the zip file on my desktop, it always leaves out the first file, and only downloads 5 files. This has happened for a long time, but Docusign used to send me the files as attachments on the “all done” email it sent me, and from there I could download that one file individually. But now, it seems Docusign doesn’t attach the completed files to that email anymore. Any suggestions?

352

6 months ago

karennabeNewcomer

asked in eSignature

Automatic naming of envelopes

All of a sudden when I copy an envelope and delete the document and add a new one, the old document name still comes up as the envelope name. In the past it would always re-name the envelope based on what document I uploaded…????

ferbenloNewcomer

Could you please help me to clarify a doubt, if a person sends me a document to sign it through docusign and if I miss the time to sign it, sending it again consumes a signature license of the person who sent it?

312

6 months ago

EJASO_ESNewcomer

asked in eSignature

Is it possible to add a Schedule to an already signed document?

Is it possible to add a Schedule to an already signed document? For instance: a purchase agreement in which the proof of transfer of the price shall be attached, but the price will not be paid unless the purchase agreement has been signed.

282

6 months ago

stuart haldaneNewcomer

asked in eSignature

'COMPLETED' marked in blue

Good afternoon, I am contacting you guys with a question looking for an explanation as to what the term ‘completed’ in blue actually relates to.In our business we require all E documents to be signed. When this is added does this mean that the individual that has signed the document has actually signed it?some documents we receive from you system has a copy of the signature that was submitted.just looking for more clarification on this to help us understand it. thanks in advance. Stuart Aegon

402

6 months ago

Ajay VaniyaNewcomer

asked in eSignature

How do I find list of documents that were singed in certain period. I am looking to download the list for last 1 week as we spotted some mistake in document and want to rectify affected parties?

182

6 months ago

Triple TNewcomer

asked in eSignature

Updating an email that sends on behalf of a VP's office

Due to a recent staffing change I need to update an email that was sending on behalf of one of our VP Offices. The email being used was a personal email and that person has left our organization and we have no access to their email. I’ve created a new user but don’t see how I can swap it out for the previous email. We’d like to keep all historical envelopes in tact as well.Any help is appreciated.

434

6 months ago

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