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Docusign Maestro

Find answers to your Docusign Maestro questions.

  • 138 Topics
  • 385 Replies
138 Topics
D
Community Admin
Docusign CommunityCommunity Admin
published in Docusign Maestro
Automate the Agreement Process With Workflows

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

391
H
Newcomer
16 days ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How to locate my address book and edit contacts

As per the older posts I have tried to locate the "My Preferences" tab and the "Contacts" tab of which i have neither anywhere on my profile, even when clicking my account icon. The only way i can see my contacts is when I click on the address book icon when inserting the name of the addressee. However when I click on this, I am unable to edit the contacts information. I am at a loss and I do not understand how something which should be incredibly simple is turning out to be such a difficult task.

8
K
Observer
12 days ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
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?

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?

9
C
Newcomer
27 days ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
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?

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?

2
T
Newcomer
1 month ago
Brandon.Varela
Docusign Employee
Brandon.VarelaDocusign Employee
posted in Docusign Maestro
Maestro: What's your dream state? What do you want to build?

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

0
Brandon.Varela
Docusign Employee
1 month ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How does Docusign Maestro help increase efficiency?

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?

2
Sumit.Parikh
Docusign Employee
1 month ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
I received a signed document with a Black box over the signature , how do we remove it or why is it doing this ?

I received a signed document with a Black box over the signature , how do we remove it or why is it doing this ?

2
K
Newcomer
2 months ago
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in Docusign Maestro
How To Use Docusign Maestro In 2024 (Beginner Tutorial)

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

0
sofian_solusign
Troubleshooter
2 months ago
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in Docusign Maestro
Maestro for Self Service Forms

Can anyone guide me how to use Maestro - initiating a workflow for self service forms?

1
N
Community Moderator
3 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
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 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?

2
M
Newcomer
3 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I un-void a document?

How do I un-void a document?

3
M
Newcomer
3 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How can Docusign Maestro help increase visibility?

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?

1
C
Docusign Employee
3 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How does Docusign Maestro increase productivity?

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?

1
C
Docusign Employee
3 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
What makes Docusign Maestro different?

How is Docusign Maestro different from other workflow automation tools?

1
C
Docusign Employee
3 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
What is Docusign Maestro?

What is Docusign Maestro and how does it work?

1
C
Docusign Employee
3 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
I have set up a template for signature. However, when I try to save and close the template I keep being told I cannot save it as the template is not locked. And I cannot find anywhere that I would lock and unlock the template. Any advise?

I have set up a template for signature. However, when I try to save and close the template I keep being told I cannot save it as the template is not locked. And I cannot find anywhere that I would lock and unlock the template. Any advise?

11
U
Newcomer
4 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can't Edit the content of my template after Save?

When I go to Edit my Template, the Edit option doesn't allow me to add additional fields or make any changes to the fields I already placed in the template. It only allows me to replace the doc or rename but not actually going back to the template and make the needed modification. Any idea what I'm doing wrong?

12
N
Newcomer
4 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Everytime I click on "review Documents" I get this error message "Envelope or Account Activation not found" What do I need to do to clear this message so I can try to see the document.

Everytime I click on "review Documents" I get this error message "Envelope or Account Activation not found" What do I need to do to clear this message so I can try to see the document.

3
R
Newcomer
5 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
A user already has a general DocuSign account for signing documents, but not one aligned with our organization.I recently set him up with an account through our organization. Does he now have 2 DocuSign accounts? Can they be merged?

A user already has a general DocuSign account for signing documents, but not one aligned with our organization.I recently set him up with an account for sending and signing through our organization's account. Does he now have 2 DocuSign accounts? Can they be merged?

5
J
Newcomer
6 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How many pages can I send in one envelope?

How many pages can I send in one envelope?

3
D
Docusign Employee
7 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
When using / sending a template, is it possible to disable the auto-loading of names and e-mails from the Address Book into the drop-down boxes for identifying the recipients?

We don't want our users to be able to mistakenly choose the wrong name/email when specifying the recipients of the envelope.

3
C
Newcomer
7 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
"Not All Tags Are Signed"

Last Friday our customers started to receive an error, "Not All Tags Are Signed", even though all of the required fields have been indeed addressed. Has anyone else seen this, and if so, how did you get it resolved? 

5
C
Docusign Employee
11 months ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Understanding Security Level on the Certificate of Completion

My Compliance team is working on auditing some of our past documentation and has asked some questions regarding the Security Level items on the Certificate of Completion page. Some of our envelopes are hosted by staff for In-Person signing and some are sent directly to signers to be signed but in both instances, the security level states "Security Level: Email, Account Authentication (None)" for both hosts of In-Person signings and for remote signers. The question is what does this designation mean? I've read elsewhere that it indicates that a signer wasn't required to log in to DocuSign to sign, but our In-Person staff access their envelopes through their DS accounts, so that doesn't seem to be accurate. Could someone please break down this line for me to help me understand what the Certificate is stating?Thanks for any help you can offer,Owen ShultzGT Independence

3
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
I don't see an option to upload signature while signing a document. Only select style and draw options are visible. Earlier I used to upload signature image but now there is no such option. I didn't make any change to settings still I am facing this

Attached screenshot below for more reference.(Removed due to Personal Information)

7
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How to stop emails of purged documents. Our Email settings do not have a check mark next to receive purged doc's. We are getting about 200 sent on 3 seperate days and now our customers are getting them. How do I stop this.

How to stop emails of purged documents. Our Email settings do not have a check mark next to receive purged doc's. We are getting about 200 sent on 3 seperate days and now our customers are getting them. How do I stop this.

4
C
Docusign Employee
2 years ago

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