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I can receive the documents by email and sign them without any problems. However,  I just can’t see them on the dashboard (shows “0” in any catalog) and couldn’t find them in the inbox either, on Docusign.

It seems the signature I put on the documents is different from what I see from my user profile, but I’m using the same email address to receive these documents signing requests and logging onto Docusign. Strange.

Can anybody help? Thank you ~ 

Hello, ​@Fan 

 

You wrote “I can receive the documents by email and sign them”. Docusign eSignature does not send “documents” attached to an email to be signed.

 

Docusign eSignature sends an email with a link to the documents hosted inside of an electronic secure envelope. A signer clicks in the link, open up the envelope then see the documents to sign them. 

 

In the Dashboard, you’ll see only envelopes “sent” by your user (Waiting for Others, Expiring Soon, and Completed) or envelopes pending to be signed by your user (Action Required).

 

In the Agreements option you can access your Inbox to see all envelopes sent by your user and/or envelopes received to be signed. 

 

Another thing that you can verify, click in your initials (top right corner). If there is an option “Switch accounts” that means you’re using the same email address in more than one account.

 

By the way, I’d like to invite you for FREE Live webinars at Docusign University (http://dsucustomers.docusign.com) where you can learn more about using Docusign eSignature features.

 

I hope that helps, if so, I’d appreciate your like here.

 

Best,

Alexandre


Hi there ​@Fan,

I hope you're doing well. I'm just checking in to see if the solution provided has been helpful in resolving your issue or at least pointed you in the right direction. If it has, could you please consider marking it as the Best Answer ✅? This will help others with similar questions find the solution more easily.

If there's anything else we can assist you with, please don't hesitate to let us know. We're here to help. Wishing you a smooth rest of your day! 

 

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!


Hello, ​@Alexandre.Augusto 

 

That's right. I can received the link and sign the documents (in an envelope). However, once signed, the only way I can find them again is opening the request email or copying the envelope ID to the website.

 

I was able to see all documents (to be signed or completed) on the website and the dashboard clearly showed the number years ago, but I dont understand why its gone.

 

My best guess is that I have two independent user profiles using the same email address, but how could the sender know which is which as he/she only uses the email address as an identification.

 

If I mistakenly switched to another profile, how shall I let the sender know and correct it?


hello, ​@Melanie.Panguito,

I hope I could solve this issue soon, otherwise it would be too much trouble to archive important docs.


Hello ​@Fan,

Can you please send me a private message of a sample envelope ID or security code? See instructions here on how to get that information: How do I find an Envelope ID as a recipient/signer?

 

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!


Hello ​@Fan,

Thank you for providing the information I requested. Looks like the envelope was sent from an integration, correct? This could be due to the integration setup, where the integration automatically assigns the envelope to a different Userid  or a "captive recipient," meaning the recipient does not have a Docusign account. This results in the envelope not being delivered to your Inbox.

Please reach out to the sender, as this is due to the sender's integration configuration. For reference 👉 Embedding Docusign eSignature into your app | Docusign

I hope you find this helpful. If you believe this response effectively addresses your question, please click Best Answer  to help other users with similar queries and locate it more easily. Let us know if you need help or if anything comes up; we're here for you.

 

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to mark it as "Best Answer" so others can find it too!


Hello ​@Fan,

Hope you're doing well. Regarding our discussion via private message, we are sharing our findings here for the benefit of the community. We discovered that the envelope originated from an integration and was sent to a captive recipient. This means that while an email invitation to sign is delivered, captive envelopes do not appear in the signer's Docusign inbox, nor will they receive automated reminders or expiration notifications. This is because captive recipients are not associated with Docusign account. Unfortunately, this behavior is determined by the sender's integration settings, and is therefore outside of our control.

If you found my response helpful, please consider marking it as the 'Best Answer' ✅to consider it resolved and to assist other community members with similar questions.

We're here for you if you have questions or need further assistance. Have a great day! 😊

 

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"


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