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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
How do you forward to someone else to sign

How do you forward to someone else to sign

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Docusign Employee
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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?

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Docusign Employee
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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!

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Docusign Employee
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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

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Docusign Employee
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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?

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Docusign Employee
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

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Docusign Employee
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

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
After signature, I am been receiving an answer: " Unable to locate certificate on your device" . Does how to get it done

After signature, I am been receiving an answer: " Unable to locate certificate on your device" . Does how to get it done

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Two templates- one envelope?

I used to be able to send two templates in one envelope- there used to be a link after the "start" screen and if you clicked that you could select multiple templates. Anyone know what happened to this function? Is there another way?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
What use case is eWitness designed for?

With the Fall '19 release, we noticed that the new eWitness functionality will be included in Enterprise accounts. For our industry, there's not mention in the regs that speak to how to incorporate witnesses in an electronic process. Is there a use case, form, region or industry that the new eWitness functionality was specifically designed for? Why does DocuSign feel that this new eWitness feature satisfies the requirements of having a witnessed signature? Did anyone hear any information about it at Momentum?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can two people sign using the same email address?

My clients only have 1 email address for the 2 of them but I require both to sign individually. Can I send it out to one of them, receive it back completed and then send it out to the other all using the same email address and have 2 verifiable individual signatures?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
sending a test to myself

So apparently it's not possible to send a test template to my own email to check if everything looks good. Which is quite sad. But anyway, I want to be sure that the placeholder for the recipients name works. If my message looks like this, will the email start with the recipients name ? I'm not sure if I understand the concept of the placeholders correctly.. Thanks!

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
DocuSign Bulk Send recipient list template help

Hello all, This is a 2 part ques- I downloaded the Sample Bulk List Template from the DoscuSign site. But I cannot find anywhere what the various columns represent. All I could understand were Name and Email. Where do I specify that the user s an 'In Person Signer' or 'Needs to Sign' or 'Needs to View' etc? and which column is the one where I can specify a not? Also, when I up upload the bulk recipient list, can I preview the recipients and / or make any additions / deletions ? Thanks Raj

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Sending a document where the identity and number of signatures are unknown

We often have situations where the person we are dealing with day to day during the sales process will not sign the order and they often don't know their own internal processes or signature requirements. Using a paper order we would send this to our contact and they woud walk round the office to find the correct authorised signatory and may find that it needs signing by one, two or three people. Can the recipient add signature boxes and forward on to the right people once they have identified them? Thanks

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Is there a way to load data to populate all the fields in a template?

Hello I have a fixed format contract that is always filled up with the clients' info on site. We collect the clients' info on a separate app that downloads it to an excel spreadsheet. When the admin department gets this info and collects the payment they will use docusing platform to pull up a template (which has the contract and all fields needed) and will start filling up the template manually with the info on the spreadsheet. After that, the envelope is sent for the clients and other parties to sign. My question is about filling up the template fields with the data (clients' info) that we already have on a spreadsheet, instead of having someone doing it manually directly on the template. We are very new to docusign, and haven't found info about this on the knowledge base. Thanks and regards Raul

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I download long documents from my email account the simplest way possible

How do I download long documents from my email account the simplest way possible

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Is it possible to send an envelope to someone to review and then once they approve it to sign it is then sent to the signer? If so, what are the steps to complete this task?

Is it possible to send an envelope to someone to review and then once they approve it to sign it is then sent to the signer? If so, what are the steps to complete this task?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can you report off of 'Correcting' Status on envelopes?

Is it possible to report off envelopes stuck in a correction? Sometimes senders forget to save changes or discard changes holding their envelope in a correct status.

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Knowledge Based Authentication

​Our call center will be sending out more documents using the Knowledge Based ID check to verify members before accessing their personal information on a document. I have seen that the number of questions cannot be controlled unless working with support. However, I sent a few test documents to the same user that went through the verification process and they saw the same questions by the 3rd document. Is there a way to add more verification questions? We are trying to determine how many chances we will give a member if they fail the ID check obefore making them come in physically to sign. If they are seeing the same questions over again, that is a red flag for us. What happens to the document if a member does fail the ID check? Thanks

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How does the signer change the timezone? It was not correct on their end. It is correct in my account. They don't have an account, how can they make sure it is correct when I send them a document to sign? Thank you

How does the signer change the timezone? It was not correct on their end. It is correct in my account. They don't have an account, how can they make sure it is correct when I send them a document to sign? Thank you

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How long are completed document kept in Docusign?

How long are completed document kept in Docusign?

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Hi! Is it possible to put our logo in the email received by the customer to sign?

Hi! Is it possible to put our logo in the email received by the customer to sign?

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can I remove a signer from the workflow after they have signed the document without deleting their signature?

We have issued several documents to supervisors and executive leaders for signature based on annual reviews. As the HR Payroll Administrator, I am the final signature as I update payroll if needed. We have determined that an editable piece of information should be removed from the document as it is no longer necessary. I am deleting that information and initialing but it is now sending it back to the beginning of the workflow for all supervisors to sign again. Is there any way to make the change, initial and then finish the document without it having to be resigned by the other 4-5 parties involved in the collaboration?

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
What's the difference between sending an envelope and sending a document?

Apart from the obvious difference in the size of the signature. I would also like to know what exactly each of these two options is. Thank you

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
When an envelope is sent to an external user (Signer) why are they being prompted to login to access the document first?

We send forms to clients (Signers) requesting information thru pre-meeting forms but when the individual clients (Signer) receive the envelope or email it appears they are initially being requested to login to access the document (but they have not set up a DocuSign account) and are indicating they don't have a password.

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Docusign Employee

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