Docusign 2024 Release 3 Is Live! Discover the New Capabilities
Find answers to your Docusign Maestro questions.
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Check out the new user guide for the new platform service to build custom workflows. Maestro is a workflow platform to integrate Docusign products and is extensible to third-party applications. Through this new platform, customers can build a variety of business processes without writing code and digitize their agreement journeys end-to-end. Click the link below to see the user guide:https://support.docusign.com/s/document-item?bundleId=yff1696971835267&topicId=dnx1696972415150.html
We have a number of users who have used their corporate email for freemium or trial accounts. We have turned on SSO but how can we go about closing these accounts (obviously after they remove any documents)? Can we contact DocuSign support to do this for us or is there another method?Thanks.
What does this mean? "Each recipient must have an authentication type specified." I have never had this come up before. How do I get rid of it?
So I sent a document out for signing 3 of the recipients signed it however I need to add people to this document is this possible
Is there a way to recover purged documents
Hi! I just published a new YouTube video on how to work with Docusign Maestro. I walk through how to create multi-steps workflows using the example of a investor onboarding process.I also went over Docusign Maestro’s conditional paths and integration with Google Drive. 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
When a document has been signed by everyone it has been sent to, do they get a copy of the final signed document or do I need to download it and email it to them?
Why are the form fields blank after I send the document, even though I have filled them in and can see the completed form before I send?
Ever since I first stumbled into the IPaaS (Integration Platform as a Service) world with If This Then That (IFTTT) years ago, the potential that was evident there was super exciting.to me. I’ve since spent time playing around with Zapier and Power Automate as well. Some of it is in the context of Docusign and sometimes just for fun and exploration of what is possible. An example of one practical application of IPaaS software that I use daily is to help with my calendar management by blocking out small breaks between meetings so I’m not stuck back to back all day. I have 5, 10, or 15 minute breaks that automatically appear to give me time to wrap up a meeting if it runs long, take bio breaks, a quick breather, etc. It’s been a lifesaver when I didn’t have other software or add-ons that could accomplish it. Now, it’s so easy to create automated steps and processes to make our days easier. Now that Docusign has released our own in-house IPaaS foray in the form of Docusign Maestro, I’d lo
Limited integration hinders data exchange with systems of record and often requires time-consuming and expensive custom engineering work. How does Docusign Maestro help with this issue?
I received a signed document with a Black box over the signature , how do we remove it or why is it doing this ?
Can anyone guide me how to use Maestro - initiating a workflow for self service forms?
How do I change the default email text and subject? Can it be tied to a template so that each form template has a different default subject/text that is customized?
How do I un-void a document?
The absence of an audit trail makes it challenging to track and verify actions during the agreement process leading to difficulties ensuring compliance and regulatory challenges. How does Maestro help with this issue?
Poor product flexibility results in the inability to complete workflows, significant time and investment to create workarounds, and additional friction from third-party solutions. How does Maestro help with this issue?
How is Docusign Maestro different from other workflow automation tools?
What is Docusign Maestro and how does it work?
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