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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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eSignature

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5,002 Topics
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5002 Topics

Desert DocsNewcomer

asked in eSignature

Documents that are not saved

I am noticing that some previous completed documents are saved in DocuSign and others are not. Can someone help me with what causes that and how I can ensure the documents will be saved in Docusign?Thanks so much🙂

13 days ago

TomKNewcomer

asked in eSignature

Failed to authorize with Signer Held Certificate / recognize Docusign PKI

Hi, for a while now we have troubles executing QES. In Chrome and Edge, the process fails after we put the PIN of the token with the error There was an unexpected fault.Firefox on the other hand is not even able to recognize PKI Software installed no matter what we do. Might be solved by manually importing security module for Docusign PKI but cannot figure out how. (We already tried proposal https://community.docusign.com/esignature-111/browser-doesn-t-recognize-docusign-pki-software-is-installed-4084 and it did not help) I have found something in the logs that might be useful for someone:101 - 31/10/2024 08:55:49:196 [Logger] Checking error class java.security.ProviderException102 - 31/10/2024 08:55:49:196 [Logger] Unexpected exception during signing. Changing configuration to use only CAPI103 - 31/10/2024 08:55:49:196 [Logger] Unexpected exception during signing. Changing configuration to use only CAPI104 - 31/10/2024 08:55:49:196 [SlotManager] Error: ERROR java.security.ProviderEx

211

13 days ago

Alyshia.BennettNewcomer

asked in eSignature

File Number

Is there a way to add the file number the disbursement for the envelope will be charged to so it will show on reports?

233

13 days ago

Christian BNewcomer

asked in eSignature

Trigger Agreement Rules on completed packages

Is it possible to trigger agreement rules on already created packages? There are a set of completed packages that I would like to sync to google drive.

181

13 days ago

lisaderamond123Newcomer

asked in eSignature

Recipient says the link doesn't work

Hi all, good to connect. One of my recipients says the link is not working and hasn’t signed any of the documents I’ve sent. The order is start - three recipients to sign in any order - complete. Am I doing something wrong? Lisa

251

13 days ago

rmyersNewcomer

asked in eSignature

What is the difference between 'opened' and 'viewed' actions by the recipient?

When reviewing the Envelope History, two actions in the “Action” column are “Opened” and “Viewed”. What is the difference between these two actions? For example, do both actions provide evidence the recipient saw the email and at least opened/viewed the document? Sometimes when recipients have not signed the document, I email them and indicate, “I notice you opened (and/or viewed) the document on xxxx but have not signed it. The deadline for xxxx has passed.” When there are strict deadlines contained within the document and recipients try to say they were not aware of/did not see the DocuSign email until after the deadline, I want to be correct if I ‘counter’ with evidence on the report that indicates otherwise.Thank you!

442

13 days ago

Nivea RibeiroNewcomer

asked in eSignature

sustainability

I'd like to know where I can find out how many sheets (printouts) we've saved?

SayedNew Voice

Could you add a signer in the signing order to download the contract and sign it manually? One of our external partners prefers a manual process for security reasons. Additionally, could you advise on the correct settings to apply for this adjustment?

2761

14 days ago

Max PinsonNewcomer

asked in eSignature

Parent Signing for Student

I am looking into how to send a document on behalf of a school. This document requires signatures from both parents and a signature from an individual student. The majority of these students will not have email, so parents must read the document to them and sign it on their behalf. Please advise as to how best to set the Recipient List and allow parents to add a separate signature that is not their initial signature. Should we just provide added directions in our communication?

313

14 days ago

L.WagnerNewcomer

asked in eSignature

HELP IT NEEDS TO LOOK at Ticket details

Case #14398972 "DocuSign Account Deleted from CONTRACT management Software - AGILOFT" I need for DocuSign employee to contact me as requested in the ticket listed above. I have resorted to this platform as I am getting no real support through the ticket system as the particulars of the situation are not “standard” - DOCUSIGN please have someone contact me. Immediately.

101

14 days ago

Barry GoldsteinNewcomer

asked in eSignature

How to make role information required for all roles on PowerForm

Hi all I have set up a template and I am using it as a PowerForm. There are 4 roles for the template / PowerForm:Submitter - who supplies all the info and initiates the PowerFormSubmitter Manager (signer 1)Supplying Data…. (signer 2)Receiving Data….(signer 3) Even though all 4 roles are marked as “Needs to Sign” when I created the template, when the PowerForm is initiated, it is only requiring the first role to be filled out? Can I get the other roles to be required as well? The Submitter (first role) would supply all the info.Please help Thanks!

14 days ago

Lisa.JavorskyNewcomer

asked in eSignature

Best Practices when assigning KBA to a recipient

Are there any best practices or tips when assigning KBA to a recipient?For example, some last names could have apostrophes or hyphens in them like O’Brian or Williams-Sonoma. There are also last names that have a “Mc”, such as McDonald. We recently had an envelope where the last name had an apostrophe and when the recipient tries to authenticate using KBA it was not able to find them until the sender removed the apostrophe from that recipient's name. After removing they were able to authenticate their identity.

14 days ago

Time.saving.expressNewcomer

asked in eSignature

Envelope limit?

Hi, is the envelope limit per year or per month please?Thanks

14 days ago

Kgreene116Newcomer

asked in eSignature

Help understanding the free account

I do not need to use this application for anything but having my customer’s sign estimates. Do I have to have a paid account to do this?

152

14 days ago

bulk send failNewcomer

asked in eSignature

Completed agreement disapperance

There are about 300 competed agreements in my account, but now there are only 139 agreements. I was pretty confused. Is there any problems for my account?

104

14 days ago

toddhoggNewcomer

asked in eSignature

Get Notification When Somone Signs Document

I’m wondering if there is something that isn’t right in my settings. I received notifications in the past when someone signed a document but yesterday someone signed and I didn’t get a notification. There were two people to sign, one did, one didn’t. I thought neither signed because I didn’t get a notification. This hasn’t happened before that I remember. Please advise. I didn’t see anything in the settings regarding sending notifications upon signature but may have missed it. Thanks

Sending templates without emailing them?

Hello!! I’ve been trying to look this up, but getting no where. In my minimal experimentation, I have been unable to figure this out either. I’m curious if this is simply not a feature of Docusign or if I’m just missing something? When sharing a template during a Zoom call, the Zoom app makes me log in to Docusign and then makes me email the form to the person I want to share it with. Is there a way to NOT email it to them? I simply want to be able to share the template in-meeting and have them sign it right then and there. Any help would be appreciated, thank you!

RezaNewcomer

I received a file via DocuSign for signing sent by an email from my manager, at the time I did not have a DocuSign account. It was my first time using DocuSign, while trying to familiarize myself with the process, I uploaded a signature as a test. Now, I am unable to change this signature to the correct one.I searched for the solution, I found out that I need to create an account to change the signature, I have since created a DocuSign account, but the file doesn't exist in my account to sign it! I even tried to register my signature in my account and the tried to sign the file in my email but it still use the first signature(the test one)Could you please assist me in accessing the file in my account or guide me on how to change my signature for this document?Thank you for your time and assistance. I look forward to your guidance on resolving this issue.

923

14 days ago

fdhaikusNewcomer

asked in eSignature

sending multiple documents

If I send two documents for signature within one send, does it get billed as one envelope or two?

14 days ago

bruceblakeNewcomer

asked in eSignature

New User

For years I have used Docusign but I only ever received documents to sign. I now want to send a document to be signed. What do I do? Do I need a paid account? Does the document need to be in PDF format or Word? I have the document currently in Word.Just confused as how to get started because when I try to signup using my existing user id and password, I receive an error.

142

14 days ago

D1.TrainingNewcomer

asked in eSignature

Receiving error message "This recipient type must have a name and email address".

I am receiving the error message "This recipient type must have a name and email address" even though the recipient boxes are filled in with a name and email address.This problem just started happening after using the same template for several months.Can someone please assist?

S FrancoNewcomer

How can I access a doc that I signed over a year ago that has been deleted by the originating docusign user/creator?

14 days ago

AndieVNewcomer

asked in eSignature

reminders

I used to be able to set DocuSign to send reminders all those who have not signed their documents daily until they have signed with a one button set up (so that I don’t have to do for each envelope, which is also no longer an option to me). I can no longer do this (our school just got DocuSign back). Why can’t I use that feature? I have over 50 envelopes to resend right now with many more to come & it is very time consuming to hit resend on each envelope.Also there is no longer an easy way to search for a specific envelope, ie when I type in a name absolutely nothing comes up or everything comes up. Is this the new DocuSign or are these paid upgrades now? Thank you

236

14 days ago

ImmiNewcomer

asked in eSignature

Signing kids and parents in one form

Hello everyone,I am currently checking whether we can use the product for our table tennis club instead of paper forms. When children are registered, the parents usually sign. However, in rare cases, the children may also need to sign. Is it possible for the children to sign on the same form as the parents, even if the children do not have their own email? And what about when a third person, for example, needs to sign for the account holder in the case of a direct debit? Is that also possible in some way?Thanks in advanceImmi

dsmith1Newcomer

How do I create a form where users can select either "Option A" (checkboxes 1-4) or "Option B" (checkbox 5), but not both?

14 days ago

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