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Have Docusign DocGen questions? Find answers here!

  • 30 Topics
  • 80 Replies
30 Topics
D
Newcomer
D.WoodNewcomer
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.  

5
A
Community Moderator
36 minutes ago
A
Newcomer
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?

5
C
Community Moderator
2 hours ago
G
Observer
GaranjosObserver
asked in DocGen
Word based template : Blank page instead of hidden condtionnal content

Hi everyone,In my DocGen word based template, I use some conditionnal display for some appendices of my document.I recently add some sections into my document to have few pages in landscape display. But now when the match is true, everything is display correctly and when the match is false, instead of my content remaining hidden, a blank page takes its place.To be more precise, between my matching condition and my endcondtionnal, I used “Next page” elements to separate my landscape page from my portrait pages. I tried with the “continuous” element but it didn’t work well after generation. Because it’s the only real difference with my previous version without “blank pages”, it seems that it came from the “next pages” elements, as if the next page element was out of my condtionnal display, but I don’t find any other solution for the landscaped pages. Do you have any idea how to fix this ?  thanks in advance Stan 

0
G
Observer
10 hours ago
sofian_solusign
Troubleshooter
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
M
Newcomer
1 day ago
N
Conversation Starter
nmagalhaesConversation Starter
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 

1
Michael.Rave
Docusign Employee
2 days ago
V
Newcomer
VentureCapitalCrossNewcomer
asked in DocGen
DOCGEN_PROCESSING_FAILURE

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

3
T
Newcomer
6 days ago
Z
Newcomer
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

3
C
Community Moderator
13 days ago
W
Newcomer
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

2
Hengfeng Ge
Troubleshooter
15 days ago
S
Newcomer
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

2
N
Community Moderator
1 month ago
V
Newcomer
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!

2
A
New Voice
1 month ago
S
Newcomer
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?

5
S
Newcomer
1 month ago
L
Newcomer
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. 

2
N
Community Moderator
1 month ago
C
Newcomer
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! 

3
A
Community Moderator
1 month ago
T
Newcomer
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 

2
C
Community Moderator
1 month ago
P
Newcomer
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.

2
C
Community Moderator
1 month ago
K
Newcomer
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

4
A
Community Moderator
1 month ago
N
Conversation Starter
nmagalhaesConversation Starter
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.    

0
N
Conversation Starter
1 month ago
C
Newcomer
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! 

2
N
Community Moderator
1 month ago
N
Conversation Starter
nmagalhaesConversation Starter
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  

3
N
Community Moderator
1 month ago
L
Newcomer
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

3
N
Community Moderator
1 month ago
N
Conversation Starter
nmagalhaesConversation Starter
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   

5
Michael.Rave
Docusign Employee
1 month ago
M
Newcomer
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

2
N
Community Moderator
1 month ago
N
Newcomer
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)

4
N
Community Moderator
1 month ago
A
Newcomer
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!

3
N
Community Moderator
2 months ago
M
Newcomer
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.

4
M
Newcomer
2 months ago

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