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4,582 Topics
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Lindsay.RothfeldDocusign Employee

published in eSignature

What kind of template do you need help building?

Are you struggling to build a template or unsure where to begin? Community member and Docusign expert @sofian_solusign is leading another workshop on Wednesday, September 4th at 9am PT. Last workshop, he demonstrated the building of a Non Disclosure Agreement. Register to attend next week’s session and tell us what type of template you’re looking to build. Register here. And if there are other topics you’d like covered in an Ask the Expert session, let us know in the comments 👇

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22 days ago

AHCRNewcomer

asked in eSignature

Bulk Send Error DocGen creation failed

I am trying to do a bulk send but I keep getting this error on all of my entries.DocGen creation failed. DocGen creation failed. One or more validation errors occurred.I used the template provided for the bulk send.Anyone have any insight in as to why this is happening?

2 minutes ago

BayAreaUser

asked in eSignature

FDA Electronic Submissions

I receive reports (in pdf format) from vendors that were esigned via DocuSign. I am unable to submit these pdf reports to FDA electronically, since the pdfs are considered protected files (security settings or password protection cannot be activated). As a DocuSign user (I have both Part 11 and non-regulated accounts), is there a way that I can remove these protections from the pdfs, while retaining the signatures within the report? A colleague commented that the person who initiates a workflow, can remove the security settings from the DocuSign document, however I can’t find this feature in my DocuSign account. Appreciate any help. Thanks.

LetNewcomer

JHG999Newcomer

Security code problem

Docusign will not accept security id provided with email announcing doc to sign.

2 hours ago

gulf5724New Voice

asked in eSignature

how to ensure signers get completed documents

I have completion emails with the documents & summary attached turned on for signers. However I’ve noticed if one of the signers has a DocuSign account they do not receive the completion email. Is this normal? Is there a way to ensure that ALL signers regardless of account status get the completion email with the documents & summary attached? I believe I have all the required settings on:

2 hours ago

MalhawkNewcomer

asked in eSignature

changing email address after sending envelope.

I sent an envelope and one of the recipients email address was incorrect. The other recipient had already signed. Can I change that email address on the app?

2 hours ago

stone23Newcomer

asked in eSignature

No access for recipients to download the signed document

Hello, Is there a way to make it so the signers can’t download the DocuSign document? I just need them to sign and only I have access to download. Thanks,Sara

5 hours ago

CathrinNewcomer

asked in eSignature

Turn off some "Your document has been completed" auto emails

Is there any way to stop the "Your document has been completed" auto email notifications from being sent to some of the recipients (but not all recipients) when using a template? Not all the signers need a notification, and I really do not want to clutter senior executives' inboxes. How can I turn off the auto notification for two of the multiple signers in my template? MTIA!

5 hours ago

DannyGNewcomer

asked in eSignature

Print a document client has not signed yet

Is there a way for me to print out a document that has been sent to a client, but they have not signed it? In some cases, we have clients that just cannot handle the electronic signing, and we need to get a wet signature from the client in person. When I try to print the document all of the fields I filled out are blank. Thanks in advance for your help!

6 hours ago

ACBNewcomer

asked in eSignature

Redacted reports with details

Hi everyone, I am desperate to download all my envelop reports from last year with details. Please help. The bot is not helping at all. Thank you

7 hours ago

CathrinNewcomer

asked in eSignature

How to save recipient set up and messaging for non-template envelopes

I will need to create 50 unique envelopes that will have a signing order of at minimum 4 signers, usually 5. While the first 2 to 3 signers will change for every envelope, the last two signers will remain constant. The email messages to all signers will remain the same for all 50 envelopes. How can I save the recipient set up (signing order, emails, etc.) and messages so that I do not have to copy and paste all of this 50 times? I do not think I can use a template, because the actual documents in the envelope are unique, pre-populated agreements. Please help!

7 hours ago

Robert S.Observer

asked in eSignature

Max Recipients Exceeded on Pro Account

Hi,I’m getting an error stating I have exceeded the maximum number of recipients on an envelope despite the number being below the allowed threshold. Specifically, I have 26 recips on a single envelope and this is being created on an eSignature Business Pro plan. This should allow for 99 recipients, right? We’ve created many envelopes with a similar number of recips previously but have never encountered a problem. Recips are configured to receive the request by email, not SMS, if that matters. Any thoughts? Thanks for any help.

7 hours ago

JMBNewcomer

asked in eSignature

Unknown number of signatures on same document

I am trying to create a document to be signed by up to 40 partners. I need their signatures ON THE SAME DOCUMENT. It is possible that some of them will miss the deadline and we will have to submit the document without their signature. How do I create and send a document to be signed that will then integrate all the signatures into a single list at the end of the document, without gaps for those who have not signed?

7 hours ago

welltherapysfNewcomer

asked in eSignature

Can I extend my trial?

Hi everyone, I started a trial a few months ago and didn’t have time to try it out. Anyone know if there’s a way to extend, or start a new trial? Thanks!

7 hours ago

GodsmarkNewcomer

asked in eSignature

Old email receiving code for login

Hi, I recently merged with another company, got a new email and after a year shut down the old address. When I login to Docusign to retrieve old documents the verification code is being sent to the old email which is now inoperative. Is there a way of accessing my account and changing the email address?

8 hours ago

MarthageNewcomer

asked in eSignature

esignature

How do I send an envelope to 3 attorneys who can sign the agreement but also send it to their clients for signature in a specified signature box?

8 hours ago

julius572003Newcomer

asked in eSignature

Agreement Actions/rules

Under my developers account, I have a rule setup that after the completion of an envelope, send a different one to continue the hiring process. The 2nd envelope never gets sent. Any relation to the fact this is in the developers account? Or is something not setup right? Thanks.

8 hours ago

rodri01Newcomer

asked in eSignature

Resending envelope

If a resend an envelope that has a signing order and has already been signed by previous approver and I need to resend to the approver in turn… will it be send to all approvers or just the ones pending? pls advise.

8 hours ago

adaniel87Newcomer

asked in eSignature

System Error when trying to load a document I need to sign

I’m trying to sign an insurance document that was sent to me and I keep getting“Warning System Error: Your DocuSign request cannot be processed at this time.Click the 'Back' button to return to your DocuSign session. If you continue to receivethis error, please visit our Support Center.Error Time: 9/18/2024 7:59:14 AM (9a81cbd6-bc8b-4661-bd0f-0a1829116fe1)”Googling it gave me only one real search result: one post here from a month ago, but there was no follow-up on it. I’ve tried everything suggested in that post (different browser, deleting cache/cookies, different computer, a VPN, my phone through the cell network, etc.)Any help would be appreciated

8 hours ago

emily15Newcomer

asked in eSignature

error message

What are I doing wrong. when I try to send my envelope I get this message To send, you must complete the 1 pre-fill fields with sender permissions.

8 hours ago

BCrary38Newcomer

asked in eSignature

Service Agreement Template

Hello! I am very new to DocuSign, and have successfully created my first template for a very simple release form. I am currently working on a more complex form (our primary use for DocuSign). This is a multi-page document; page one is very simple customer data such as name, address, account number, contract effective date etc. The second page that outlines the actual service specs is where I am struggling. Previously the document was set up as a fillable PDF document with drop downs & radio buttons to make selections, input quantity, dollar amount/rates, and auto sum the rates etc.Hoping to be able to set the document up as close to how it was in Acrobat, additionally, is there a way to lock fields from being moved by the team member pre-filling the document prior to sending to the customer?

8 hours ago

maha9999Newcomer

asked in eSignature

unable to see the text type in the preselect field

unable to see the TEXT type in the Pre-fill Field Types when designing a template. i can see only one type: LINEat the time of sending the agreement off to signing, we’d like to fill some values at the last moment, like amount of investment, etc. for that we created custom fields, but those are still not what we want. custom fields still do not serve our purpose as they create a back and forth while sending the agreement. we want the Pre-fill Field Types fields that allow us to fill in the values at the time of sending the document to the investor (as all investor has different allocation amounts). and I’ve read this article here - Sometimes a sender needs to fill out fields before sending but doesn't need to sign the documents. In these cases, pre-fill fields enable senders to fill out their fields before sending. The values the sender enters are burned into the documents for the recipients to see. This topic defines the available pre-fill fields…. but hey, i still can’t see the TEX

9 hours ago

IgrierNewcomer

asked in eSignature

Envelope Type Feature

For the envelope type feature, is there an option to customize the list or to assign a specific envelope type to an existing template?

10 hours ago

MoslabsNewcomer

asked in eSignature

Download Completed Envelopes - Retrieve

Hi There,I need to download completed envelopes and wondering if DocuSign retrieve is available on my Business Pro Plan? Kind Regards, Mo

10 hours ago

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