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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

  • 7,304 Topics
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7304 Topics
S
Newcomer
sdielNewcomer
asked in eSignature
How to have multiple declines on a document

I am submitting a request to a Committee, and we need to show that each signer declined to approve. However, once the first person declines, it voids the entire envelope. How can I set up a docusign that each person can select Decline, and then sign? 

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S
Newcomer
I
Newcomer
IleneNewcomer
asked in CLM
How can I add columns to CLM Dashboard view?

I have users who would benefit from seeing more data in the Dashboard and Tasks views.  For example, the Sales team enters some details about the request into the template via a Comments text box.  I haven’t been able to figure out how to include that helpful info as a column header.I’ve attached an example of what the End User sees, two examples of what headers I see and also the actual fields I’m looking for from the Template building Step 2:  Complete Form fields.

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Pawan Gangwani
Frequent Contributor
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Newcomer
BlderNewcomer
asked in CLM
How to delete a deleted file in trash?

Support says:Log in to Docusign CLM as an administrator. Select the Trash folder in the folder list in the Documents view. The Trash page opens, showing all deleted content. Select File > Empty Trash. A dialog box opens where you must confirm the deletion. Type DELETE in the blank text field, and select OK.I can get to the Trash page and to select the file but cannot find the Empty Trash button anywhere?

2791
Pawan Gangwani
Frequent Contributor
S
Newcomer
SandieGipsonNewcomer
asked in eSignature
Merging Templates

I need to add a form to a current template or basically merge 2 templates if possible.  Can anyone explain to me how do do that? It is so hard not being able to call for help. So I would appreciate feedback. Thank you in advance 🙂

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Community Moderator
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Observer
deanthehokieObserver
asked in eSignature
Sign a document just spins forever

I have an empty Inbox and I clicked the Sign a document button. It just spins forever. 

852
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Community Moderator
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Newcomer
jodydeeNewcomer
asked in Rooms
Remove myself from previous Brokerage

How can I remove myself from the previous brokerage.  The office is closing and we haven’t had DocuSign rooms for over a year.  My new office uses DocuSign rooms and can’t add me because my e-mail is still connected to the other office. 

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A
Community Moderator
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Newcomer
Lorraine ChurchNewcomer
asked in eSignature
Incomplete document

When I uploaded the multipage document for signatures, the first 43 lines were blank.  I tried multiple times from different computers and different versions and the same thing happened.

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A
Community Moderator
S
Newcomer
ShararehNewcomer
asked in eSignature
Different questions about the DocuSign application

Hello,We, as a German company, would like to apply DocuSign to sign our company contracts digitally. Regarding the DocuSign application, we have the following questions and would appreciate your support:In order to sign a document with the advanced form of DocuSign, what can be used as a factor for two-step authentication? Is it possible to sign a single document with all three forms of DocuSign? How can we provide effective support in supplier qualification, e.g., with documents? How can we utilize DocuSign for the creation of an overview of outstanding signatures with external partners? Does DocuSign facilitate the signature of the PSMF by multiple persons? Does DocuSign facilitate the signature of the RMP (signature) by one person? How does DocuSign ensure that the servers on which data generated from the digital signature process is stored, and on which documents set for the purpose of digital signatures are stored, are located in Germany?Thank you for your assistance!

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Community Moderator
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Newcomer
lindalaveckNewcomer
posted in eSignature
pfishing expedition

Today I received three emails from three different originators that said I had a document ready to sign and it uses this Docusign website/logo for it’s identification. I have not clicked on any of the three emails, but instead came to the website directly to see if there were anything awaiting my signature. There is nothing new here for me to sign. i just wanted to pass this on and hope the docusign security is aware of this current pfishing expedition, and to see if they want any of the email data to investigate?

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Community Moderator
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Newcomer
MaryLou08Newcomer
asked in eSignature
Help to unsubscribe

Hi there! How can I unsubscribe? I'm told that I have to go through "utente" but I can't access it. Every time, I have to give my email + password and I go around in circles... Please help me to resolve!

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C
Community Moderator
C
Newcomer
cvprattNewcomer
asked in eSignature
editing

I send lease contracts out to people all the time and I need to edit the contract to reflect the correct name, lease start date and rent amounts. How can I edit the document for each person?

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Community Moderator
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Newcomer
Home Guru KCNewcomer
asked in DocGen
Document bugs

I created a document from a template, filled it out, shared it, only to find that it was shared half-filled out.I tried to correct it, but when hitting “next” after add recipients, it loads a blank screen under “Add Field Data.”When I click “review”, it just says, “something went wrong. Please try again.”I tried clicking on support and it asks me to log in. When I do, it just says, “unable to log in.” Contact support. Ironic.I can log into my account just fine and open documents. I tried clearing cache and cookies. I am using Chrome with no site-interfering extensions.

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C
Community Moderator
S
Newcomer
SachaRNewcomer
asked in eSignature
Closing accounts and access to envelopes - employee leaver?

Hi to all, hope you are well.Can anyone advise. as a DocuSign administrator - i’ve been asked if we have access to envelopes of closed accounts after eg an employee has left our organisation? Is this possible. I have had them share their envelopes with three or four other staff members, however do i have to leave the account open for them to view or can they still view even when I close the account. Thanks in advance.Sacha

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Community Moderator
R
Newcomer
R_Allen PaperstacNewcomer
asked in eSignature
Bulk Fields for Company and Title not populating on a bulk send

Hello,I am trying to send out the same document to multiple people for individual signatures. I need to populate the signers name, company name, title within the company, the date signed and obviously the signature. When I set up a template and add those fields and click download the “sample csv” if provides me the desired field columns.  The problem happens when I upload the csv with the data filled out, the only item that populates is the name of the signer. The company text box and the title text box are empty and require the signer to fill it out.  How can I have the data provided in the csv pre-populate the company and title fileds?

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Community Moderator
S
Newcomer
Sharon CNewcomer
asked in eSignature
Downgrade to Free account - access to old documents via User emails

We are looking to Downgrade our Business Pro account to the free account prior to the subscription expiry. I know we don’t lose access to documents already held.  However, there is only one account number and 8 users with email addresses. What does the history stay under?

1165
C
Community Moderator
R
Newcomer
RshobakNewcomer
asked in Web Forms
Webforms and Uploads

I have created a webform for a requestor to input some vendor information for approval; however, the requestor must attach a document to the beginning form for the next recipients to use for the next steps of approval. However, I am unable to put in an upload field into the Webform. How can I create a fix for the issue? To Review: Webform Requestor would input their information→ Same requestor will upload attachment→ Routed to recipient 2→ Routed to recipient 3. 

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Community Moderator
D
Newcomer
DiegoDiasGALERIANewcomer
posted in eSignature
No attachment field on new editor?

Hi!I want to attach a picture on my contract, but no attachment is shown on the editor. Is it possible?

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D
Newcomer
C
Newcomer
Ciro3501Newcomer
asked in eSignature
error messge stopping me from signing

So lately,  whenever I try to sign a document I get the there was an error communicating with the server messge and I am not abke to sign. Has anyone come across this same issue ? If so what's the solution ? I'm thinking I need to start paying monthly ?

32139
K
Newcomer
T
Newcomer
TOMABBNewcomer
asked in eSignature
DocuSign SharePoint connection PDF's not searchable in SharePoint

Hi all,I have setup a connection between my DocuSign account and company SharePoint. We use the SharePoint as a contract repository for team members to search and find contracts whenever required.We have always used the SharePoint search function to sift through contracts, identifying specific contracts by searching postcodes, customer names, etc.. This has always worked as intended as our contracts pulled through from Docusign OCR enabled, allowing SharePoint to pick up any text in the document.Since enabling document custom field on our templates (as we look to track key contract metadata), any custom field is no longer OCR enabled, meaning we can’t search for it in SharePoint. This makes locating contracts a much more strenuous, time-consuming task. I cannot work out why text fields that are document custom fields import into SharePoint as un-recognisable text. All the other text in the contract that is not a custom field is searchable, confirming that it is indeed a problem with th

1083
R
Newcomer
K
Newcomer
KoleenBNewcomer
asked in eSignature
Changing the email address of a signer AFTER they've signed documents?

Hi DS friends - Does DocuSign allow me to change the email address of a signer that has already signed a document? We use the custom report feature to receive daily reports of those who have signed our agreements and add it to an Excel workbook database, which has formulas that looks at the email addresses to update each contact. I don’t want to keep having to manually change a particular signer’s email address every time we update the database with the DS report data. Any thoughts? 

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C
Community Moderator
A
Newcomer
AlexLNewcomer
asked in eSignature
HELP! Require Recipients to Draw Each Signature

I am the admin of the account and we our plan is eSignature Business Pro - but I do not have the Signature Adoption Configuration option to set up the requirement for a “drawn signature”  Can anyone help me about why this option seems to not be available?  If you’re the Admin for your account [i am], go to the Settings page then Signing Settings [i have] and configure the Signature Adoption configuration [i dont have this] , you can enable the option for drawn eSignatures [nope]. After that, your envelopes sent to the recipients with Sign Here fields will give to them an option to drawn a signature [nope].

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C
Community Moderator
M
Newcomer
marymekkNewcomer
asked in DocGen
OCR post signatures - Optical Character Recognition

Some documents are not OCR’d when signatures are completed.  Odobe will not ODC documents post-signatures. If there a setting we can use to ensure documents are OCR enabled before signatures and, is there a process to OCR post-signatures? Our documents are stored in SharePoint and being able to search the document text/content is important for our organization.  Thanks,Mary 

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C
Community Moderator
Y
Newcomer
yournumbersgirlNewcomer
asked in eSignature
Fields all capitalization

How to make fields all captialization for input.

805
C
Community Moderator
E
Newcomer
Elaine.SNewcomer
asked in eSignature
Witness signature email not being recieved

I have to sign a contract for the sale of a property. I need it witnessed, I have completed the form and sent with the witnesses details but the Witness has not received a link or email regarding them signing? I have checked the email address is correct.

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C
Community Moderator
S
Newcomer
sokinlegalNewcomer
asked in eSignature
How to make any link inside document clickable at the time of signing?

I am sending a document using a DocuSign template and template ID. I need to include a clickable link, such as a Privacy Policy, in the document. I have added the link in the document, but it is not clickable while the signer is reviewing and signing the document. The link only becomes clickable after the document is signed and completed. How can I make the hyperlink clickable during the signing process itself?

10052
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Community Moderator

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