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Docusign Maestro

Find answers to your Docusign Maestro questions.

  • 138 Topics
  • 385 Replies
138 Topics
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Hello, I would like to add the company's VAT number to the invoice that was already invoiced but didn't have this information. How can I do it? Thanks!

Hello, I would like to add the company's VAT number to the invoice that was already invoiced but didn't have this information. How can I do it? Thanks!

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can you see if someone has "opened up" the Docusign email.

Can you see if someone has "opened up" the Docusign email.

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Is there a way to create "Signing Groups" or save rules in Conditional Routing?

We just started using conditional routing and I have to say, it's a game-changer. I am loving the increased simplicity for our signers, and the streamlining that's happened as a result....BUTIs there a way to create signing groups or to save the rules for reuse on different forms? I create multiple forms, and some of them have to go through the same approval groups. Example, we have a group of five users that are approvers for a lot of things. Each time I make a new form, I have to build the rules from scratch to call upon this same group of five users. Is there a way to do this already that I just don't know about?

2
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Womply PPP Admin has corrected PPP-PromNote.docx As a result, you no longer have access.

Not sure what to do now..

9
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I remove or edit recipients in the address book?

I entered the wrong address and need to change on a specific recipient.

13
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
What does it mean when I receive an email saying my envelope has expired?

What does it mean when I receive an email saying my envelope has expired?

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I get two individuals to sign the sign the same document? Need two sets of initials and two signatures.

How do I get two individuals to sign the sign the same document? Need two sets of initials and two signatures.

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
The envelope is not accessible at this time. The envelope may have been recalled by the sender or require additional processing. Additionally, the recipient may have failed authentication. This what it show when he resend

The envelope is not accessible at this time. The envelope may have been recalled by the sender or require additional processing. Additionally, the recipient may have failed authentication. This what it show when he resend

2
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Is it possible to enter multiple recipients and the document is completed as soon as only one of them has signed?

Is it possible to enter multiple recipients and the document is completed as soon as only one of them has signed?

2
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Hi Can you tell me how i Cancel my subscription i no longer wish to use the Docuisign . Kind regards Sharon Tonge

Hi Can you tell me how i Cancel my subscription i no longer wish to use the Docuisign . Kind regards 

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do you edit a document after it's been sent for signature?

Document has been sent out for signature but the customer hasn't signed yet and I need to make a change. There's no clear way to do this when I try to access the document.

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
want to reset my password but have forgotten the answer to the security question. What help is available to help me access my account?

want to reset my password but have forgotten the answer to the security question. What help is available to help me access my account?

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
If I recently signed a Docusign pdf containing a real estate listing agreement and after signing began to question the effectiveness of the realtor and intentionally avoided the finish option is the signature legally binding

I was told by Docusign support that my signing was invalid but an Arizona attorney is telling me otherwise

4
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Hi, when I am trying to open the DocuSign for signing, there is an error, it doesn't allow me to open

Hi, when I am trying to open the DocuSign for signing, there is an error, it doesn't allow me to open

8
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I add two emails to one profile? I want my docusign profile for my personal email to also handle the signatures for my work? How do I do this? I have my old work there now but I am at a new company

How do I add two emails to one profile? I want my docusign profile for my personal email to also handle the signatures for my work? How do I do this? I have my old work there now but I am at a new company

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Scotia Bank is asking for the verification to show on the signed document and I have no idea how to ensure that is does or even what she is talking about. Can you please let me know how to get it to show it is a verified signature?

Scotia Bank is asking for the verification to show on the signed document and I have no idea how to ensure that is does or even what she is talking about. Can you please let me know how to get it to show it is a verified signature?

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Create Excel Spreadsheet with Multiple Signoffs - One per row

I would like to convert an existing spreadsheet where each row requires an initial. I have no preference for order of signoff (if it matters). Each signer may have several rows to initial. Then I, as the owner of the spreadsheet, will signoff on the entire sheet after everyone has initialed. This is a weekly process, so a template creation may be in order. Thanks.

10
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can we set up a group account so multiple users can use the same account?

Can we set up a group account so multiple users can use the same account?

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do you forward to someone else to sign

How do you forward to someone else to sign

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
One document two signatures

I have couples that need to sign a return, does each person need to have their own email address?

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How to Request Sender to Add Viewer

We have a workflow where our legal team reviews a contract before an executive signs.I understand we could have the legal team address be added as a first recipient in the signing order as a "needs to view," followed then by the executive "needs to sign" step. But how do we have the sender, whose envelope setup we don't control, do this? i.e. is there a way to route for view-only to a recipient prior to signing?Thank you!

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
The signature line shows blank upon printing when I can clearly see the signatures on the document on my screen. Can anyone help please?

Document is signed with DocuSign. Signature is visible on the screen, but after printing the DocuSign Signature is gone. This is not for all users. We are using Adobe Acrobat Reader DC version 2020.013.20074

2
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
If I send a document to be signed can I edit it after? I will need to insert a date into the agreement after. Also, the signatory will need to have 2 witnesses verify as they sign, will they be able to update the document to fill in witness names?

If I send a document to be signed can I edit it after? I will need to insert a date into the agreement after. Also, the signatory will need to have 2 witnesses verify as they sign, will they be able to update the document to fill in witness names?

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can I send a reminder to only the participants that has not signed the document? If I hit "Resend" will my document be resent to ALL participants? and will they need to sign the document once again? A

Can I send a reminder to only the participants that has not signed the document? If I hit "Resend" will my document be resent to ALL participants? and will they need to sign the document once again? A

1
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
"The specified envelope has duplicate recipients." This is my error message, however I need a person to sign off twice. What can I do? Thanks

"The specified envelope has duplicate recipients." This is my error message, however I need a person to sign off twice. What can I do? Thanks

2
C
Docusign Employee
3 years ago

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