Docusign Maestro

HelloI 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 regardsRaul

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

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

​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

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 long are completed document kept in Docusign?

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

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?

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

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.

We would like to make an email address editable to the signer. We would have the email field default to the signers email address but if a different email address should be used for invoicing we want to give the signer the ability to modify.

Can the other signers see other signature lines but are just grayed out? Can they also see who else has signed the document or which signature is pending?Thank you so much for your time!

How can I prevent any of the signers from receiving a copy of the completed document once all the signers have signed (essentially so I can hold them in escrow for a closing until payment is received), so I have the only fully signed copy. I unticked "attach documents to completion email" but my test runs show that recipient can still sign into their DocuSign accounts and get a fully signed copy. Is there a way to accomplish this? Thanks.

Hi, Is there a way to get a print-out or an excel spreadsheet of all of the fields that I built in a template with all of the corresponding data labels and tooltips? Thank you!

I've even tried printing to PDF and it saves as a Word document.

Is there a way to send the Property Condition Disclosure document to a seller so it can be filled out in DocuSign? Thank you.

Can documents be pushed back to a previous signatory to complete sections that were filled in improperly?

How do I add lexis nexis authentication to a created template?

how do i see if the person has viewed the document that needs to be signed?

How do you give users access to create templates? I'm the admin for our account but I don't know how to add this permission

How do I prevent each sent envelope's subject title from automatically beginning with "Please Docusign...?" It autofills this phrase every time and I can't sort out how to deselect this option.

Even though I used the whole space to save my signature using the app, whenever I have to sign it appear really small. Is there a way I can adjust the size of the signature when I'm uplaoding / configuring the templates?

How do I set up Multiple Signers on same Document

​I'm creating a powerform that needs to be completed by the "Leader" and then go through four more signatures before coming back (could take weeks) to the originating Leader to approve the entire process. If I set up recipient 1 and 5 as the same role/person, it asks for the signature when the form is being completed. How do I set it up so that the initiator doesn't sign until the form is routed to the others first?