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Docusign Maestro

Find answers to your Docusign Maestro questions.

  • 142 Topics
  • 405 Replies
141 Topics
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
When trying to send a document I receive an error message that reads: Missing option text. Enter text or delete option from drop down. I can't find the error anywhere!?!

When trying to send a document I receive an error message that reads: Missing option text. Enter text or delete option from drop down. I can't find the error anywhere!?!

80
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
I would like to cancel the signing order for a document that I have already sent. Is it possible ?

I would like to cancel the signing order for a document that I have already sent. Is it possible ?

1080
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I change the default account?

My email is currently connected to two different accounts. We have cancelled the subscription for one account but are not yet able to close the account permanently. I am not using that account anymore but when I login, I have to "Switch Account" each time in order to use the new account. How do I change the settings that my new account is the default account when I login?

560
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
DocuSign formula question. I want to create a formula field that is a simple formula for Today + 45 days AddDays(d1,n1) AddDays (Today, 45) I basically need contract sent date +45 days

DocuSign formula question. I want to create a formula field that is a simple formula for Today + 45 days AddDays(d1,n1) AddDays (Today, 45) I basically need contract sent date +45 days

1810
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I create a link to a template so anyone who has the link can fill out a contract?

do you know how to create a link in docusign so that we can send out the same agreement template?

4640
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
I wanted to fill out some of the items (name, title, address) so my boss will just sign, but when I click on text box (unsure if this is best approach), the borders are highlighted although I clicked it to "read only", Is there a way to remove the bo

I wanted to fill out some of the items (name, title, address) so my boss will just sign, but when I click on text box (unsure if this is best approach), the borders are highlighted although I clicked it to "read only", Is there a way to remove the borders

880
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do you add a date to DocuSign

How do you add a date to DocuSign

16260
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Has anyone ever gotten the error Role name includes unsupported special characters when trying to send a bulk DocuSign? I'm having issues all of a sudden.

It also says below that: Edit your template and bulk send list to remove the characters and retry. (I've tried to do this and I can't find anything wrong with this.) Any help is appreciated!

1050
C
Docusign Employee
C
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!

2750
C
Docusign Employee
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.

23890
C
Docusign Employee
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.... BUT Is 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?

580
C
Docusign Employee
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..

670
C
Docusign Employee
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.

3080
C
Docusign Employee
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?

2960
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Docusign Employee
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.

7970
C
Docusign Employee
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

1630
C
Docusign Employee
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?

72
C
Docusign Employee
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

110
C
Docusign Employee
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.

14310
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Docusign Employee
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?

830
C
Docusign Employee
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

1310
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Docusign Employee
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

800
C
Docusign Employee
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?

290
C
Docusign Employee
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.

1530
C
Docusign Employee
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?

1220
C
Docusign Employee

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