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Have Docusign DocGen questions? Find answers here!

29 Topics
72 Replies

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29 Topics

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AccessMIMONewcomer

asked in DocGen

Unable to add multiple templates to single envelope

Good morning, as of this morning any time I try to add multiple documents from template to an envelope I receive a generic error message with no additional information that would allow me to troubleshoot the issue. I need to add multiple addenda to lease agreements based on the specifics of the property in question and have had no issue doing this for the last 2+ years for hundreds of leases. I believe this is a new error. I don’t see anywhere to check for known issues to see if this has been reported. Is anyone aware of this issue or have a solution?

2 hours ago

D.WoodObserver

asked in DocGen

Protecting / securing an image in a template

Hi there, Is there a way to protect an image in a DocuSign template from being clickable / copied? It is possible with individual PDFs by using security settings, but I do not know how to do this with DocuSign template. For example, if we send out bulk letters that include a “signature” (an image) of an executive, we would like to ensure that image cannot be easily copied. We understand that anyone can take a screenshot and crop, but we would like to at least take the step of making it unclickable. Thanks in advance if anyone has figured out how to do this with DocuSign templates for bulk delivery.

2 hours ago

nmagalhaesNew Voice

asked in DocGen

Field Collaboration

Hello. Is there a way to select field collaborators as a universal option instead of per field, per envelope?Please let me know if you need further information. Thank you,Nancy

5 hours ago

VentureCapitalCrossNewcomer

asked in DocGen

DOCGEN_PROCESSING_FAILURE

DOCGEN_PROCESSING_FAILURE New system is totally broken. Support is non-existant.

4 days ago

zgoldbergNewcomer

asked in DocGen

DocuSign Gen for Salesforce document rule using field on related object

Hi there,I’m testing out DocGen for Salesforce and have been really impressed by the tool so far. The process is pretty smooth and easy to use, but I’m wondering about the flexibility of “Document Rules” under the “Upload Documents” step. As I understand it, these are designed to give you some conditional logic for dynamically deciding what documents are generated based on field data in the primary object. However, I’m wondering if there is any way to build rules that reference field data from related (parent or child) objects. In my case, the object I’m using is a junction for multiple related objects, so it doesn’t have all the field data immediately available. This was fine when building the document itself, but it doesn’t seem like I can reference any of those related objects for the purposes of a document rule.For example, my primary object (Contract) is related to the Product object, which contains data about the “type” of document I want to generate. If the type = A, I want to g

10 days ago

wellnessyogapersonNewcomer

asked in DocGen

All my email recipients are seeing each other's information

I sent out 18 emails today, typed in individually. DocuSign made me choose which fields each person needed to fill out by their name. And then sent all the emails.But now the form is filled out with everyone’s response, and not just for each individual.HELP!Shelly

13 days ago

Sophie CIOMBENewcomer

asked in DocGen

Editable list of the documents included in the enveloppe

Hello, I have a huge contract to send with a lot of documents. Is it possible to have an editable list of the documents included in the enveloppe and if yes, what is the process to get it ? Many thanks for your help.Best Regards from FranceSophie

1 month ago

VI3DSNewcomer

asked in DocGen

Salesforce ETL, querying current value of Salesforce field - DocGen

Hi,Is there any documentation available on how to use the Salesforce ETL step?I’m interested in querying a Salesforce field value at a certain point further downstream in my workflow and not at the start of the workflow (or as part of a Doc Gen form). Thanks!

1 month ago

srijaNewcomer

asked in DocGen

How to add watermark to Docusign Gen Template?

Hi,I have recently started working on Docusign Gen Templates and looking to add a watermark to the template? How can I get started on this?

1 month ago

sofian_solusignTroubleshooter

posted in DocGen

Docusign vs. PandaDoc vs. Adobe Sign

Hi! I just published a new YouTube video comparing DocuSign with two other e-signature automation softwares. You will learn about the key differences between these three popular e-signature platforms, covering their features, pricing, ease of use, and suitability for various use cases. You can find it here: Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

1 month ago

libbieNewcomer

asked in DocGen

Updating Contact Database

I must be stupid because I cannot find anywhere how to correct an email address of a contact. For example, I sent an envelope to an incorrect email address. I was notified that the email address was no good. I went i and corrected the envelope with the correct address, however, the incorrect address is the only one that shows up in my contacts database.

1 month ago

CWKinNewcomer

asked in DocGen

Recipients names change on envelope

I have a template set up with 3 different signers, the client and both of the clients parents. The first signer is the client, signers two and three are the parents. When I type in signer two, the first parent, it fills/changes the name for signer three and if i enter the email address it changes that too. the reverse is true as well, if I put info in signer three, it changes signer two. I exited DocuSign and went back in to the template, same problem. it is only the one template. Yes, I could recrate the whole template, but I’d rather figure out the problem in case it happens again!

1 month ago

Tim TNewcomer

asked in DocGen

how to enter a counter price

when I strike out a offer price and do a text box new price it does not save it

1 month ago

PedrooTNewcomer

asked in DocGen

Specifying Custom Text Box Size with Tags in DocuSign Word Documents

I would like to know if it is possible to specify the size of a text box for a custom field using the tag added in a Word document in DocuSign, such as \text_1\. If so, what is the correct syntax to specify the dimensions (width and height) directly within the tag?Thank you for your assistance.

1 month ago

KameronNewcomer

asked in DocGen

why cant i preview word doc

Unable to generate the following files: Driver Sheet Word Could not generate document "Driver Sheet Word": [103] Access Denied Reference ID: 20fb0667-2e82-435c-bd8f-f7d5fbefaf4e I entered a record from SF to preview my document and received the above

1 month ago

nmagalhaesNew Voice

posted in DocGen

Formula Field

Hello. I created a standard formula field, added a formula. I then saved the field as a custom field. I then added an autoplace text anchor to the custom field. This worked perfectly. However, when I go back to generate the document again the formula is gone. Not sure how to resolve this. Please let me know if you need more information.

1 month ago

CatGNewcomer

asked in DocGen

I don't have access to my files in an downgrade account

Hi, I’m the admin of an enterprise DocuSign account, now I’m dealing with the following issue. The previous admin convinced the enterprise owners to change DocuSign to another provider. The DocuSign account was downgraded to free, but, now years and years worth of signed documents are nowhere to be found… What should I do? I’ve already searched all the accounts and the last admin said there was a time limit to download the files… Please Help!

1 month ago

nmagalhaesNew Voice

asked in DocGen

Document Instructions

Hello. The document that I am setting up in Docusign has a page labeled “Document Instructions” Is there a way to have this (the text) somehow visible to just the sender of the document? Thank you,Nancy

1 month ago

Louise.WNewcomer

asked in DocGen

Signers not able to see "Notes" in Nitro PDF document

Hi, I have sent a Nitro PDF document that has Note’s in it that show up off to the righthand side of the page (see second image below), these are for the Signer to review and then potentially approve. However, when it gets to the Signer, they cannot see the Note’s only the small yellow boxes (see first image below) on the page of the document that indicates a Note is there.Is there a way of being able to show the Note’s for the Signer? I have tried to get them to download the document, but this still only show the small yellow boxes.Any help on this is greatly appreciated! Many thanksLouise

1 month ago

nmagalhaesNew Voice

asked in DocGen

Adding $ symbol

Hello. I created a new document custom field. The field type is Text Field. Validation type is Number. The value being entered is a currency. How do I add a $ symbol to precede the number value? Thank you,Nancy

1 month ago

Mara BonacasaNewcomer

asked in DocGen

Teamtailor and docusign

Hi, we have linked docusign with teamtailor (for the recruitment process), do you know if when the candidates sign a job offer is saved on Teamtailor or just in doucsign? is it possible to find them in both platforms? thanks a lot

1 month 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)

1 month ago

alkobNewcomer

asked in DocGen

Not getting new link

Hi,I am struggling to access a document I signed a few months ago. When I click on the “Review Documents” button in the email I received from the sender, I am asked to click “Send new link” or “log in”. When I click “Send new link” I don’t get any new emails. I’ve checked the other folders and there is nothing there, and I’ve tried this many times for a few days but I receive nothing. What can I do, and who can I contact about this?Any advice would be deeply appreciated!

1 month ago

MissyNewcomer

asked in DocGen

Drawing a line thru text on a document

If I want to draw a line thru certain wording on a document before sending to esign, I heard it was thru “pre-fill tools”, but I can’t find that any where on my account/screen view. Thank you.

2 months ago

IgorNewcomer

asked in DocGen

Document Generation types of fields

Hello!I'm currently automating our contracts using DocuGen, but I'm encountering some issues. The main problem is that when I attempt to populate a text field, for example, {{test_field}}, it doesn't allow line breaks. How can I handle this situation?Thank you!

2 months ago

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