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28 days ago

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eSignature

Have Docusign eSignature questions? Find answers here!

5,227 Topics
16,108 Replies

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5227 Topics

tom4444Newcomer

Docusign Deleted documents?

Where are the documents I signed more than 6 months ago? I need them for my taxes but it only shows the last 6 months of documents. I cant find them anywhere. Banks keep all information available online for at least 18 months...until the tax deadline has passed so that customers can easily access the information when it is needed for taxes. Is there an easy way to access my missing documents or does docusign just delete everything over 6 months old leaving customers with no information when its time to do their taxes?

1812

7 months ago

reshNewcomer

asked in eSignature

getting custom tab details

I used the Docusign web UI to drag and drop Custom tabs from the custom fields palette on the left side of the screen into a template. and saved it. how can I get the template's custom tab details? Does this have an API? I want to update the tab value of this respective template.

332

7 months ago

RCowenNewcomer

asked in eSignature

Require 3 of 4 Signers

Good morning. I have a document for client approval that requires signatures of any three of four signers. Is there a way to handle this without requiring all four to sign?

394

7 months ago

kworkmanNewcomer

asked in eSignature

downloaded document not opening

The recipient of the signed documents is downloading to their files and when they try to open the document at a later date, it does not open and they are going back to the original email that they receive with through docusign with the Completed documents. They are stating that I need to extend the expiration date of the envelope they receive, but I think that if they are downloading the file on their end, and then cannot open that document that it is an issue on their end, not necessarily with docusign or the expiration date of the envelope.Thanks

2122

7 months ago

Petra KuhnNewcomer

asked in eSignature

Can envelopes be sent confidentially despite shared access?

When it comes to e-signing of confidential documents (e.g. Human Ressources documents), can envelopes be sent confidentially despite shared access?

JPHNewcomer

Why am I being asked to take a selfie as verification of who I am?

342

7 months ago

tom4444Newcomer

asked in eSignature

What is the definition of "Envelope" when docusign talks about it? Is that just a word they are using instead of document? or is "Envelope" another word for "File Folder"????

ejpNewcomer

The inability to share folders is very inconvenient. It would really be helpful to organize envelopes according to our usage needs -- for example, by date that the envelopes will be used -- at different stages of completion. I would like to create a folder where other collaborators can add envelopes, or where I could move other shared users’ envelopes. As it is now, the only way to have all related envelopes in a single folder is to transfer ownership of envelopes.

170

7 months ago

CraigPNewcomer

asked in eSignature

TechSoup Subscription

We purchased a DocuSign Standard Edition through TechSoup 9 months ago and we are coming up on our renewal. Has anyone gone through the process of renewing DocuSign that was purchased through TechSoup. TechSoup indicated in the original order “Note: Your DocuSign Billing and Usage page might suggest that an annual payment is due at the end of the year of service. However, your cost at that time will continue to be $0.00.” I would like insight into how the subscription process works before getting hit with a $300 renewal fee. Will we get a communication from DocuSign as we get close to our renewal date? Thanks CraigP

1633

7 months ago

dexdkdNewcomer

asked in eSignature

Remove time zone from date stamp

How to remove Time zone from date stamp? I want to remove MDT

2072

7 months ago

Khaos198Newcomer

asked in eSignature

using anyones signature for esigning

My grandmother is being told that everything will be taken care of, can anyone use her signature provided they know her information or is there another way to use docusign.

142

7 months ago

vando06Newcomer

asked in eSignature

Sending an envelope to a Group (already setup)

I am a Docusign admin and have created a Group of 3 people but when I go to send an envelope to this created Group, it doesn't come up as a choice. Can someone help? I might be missing a step or need to get this enabled? Thanks! Dorothy

1096

7 months ago

KokoRNewcomer

asked in eSignature

Delay of email delivery

One of our users gets delays on her emails. When she sents docs the delivery of email happens the next day which is very odd.What might be the course of the delay?Her profile is correctly created.

AStewartNewcomer

I have a form that needs to be signed by one of two people. It doesn’t matter who signs it. Is there a way to send the document to both of the recipients and if either of them sign it, the form is now complete and will be emailed back?

303

7 months ago

PedroGNewcomer

asked in eSignature

Envelope is randomly assigned to someone at 3am

We have had multiple documents assigned to a Signing Group where the envelope will “assign itself” to a random signer within that group. We know it isn’t the representative going in and assigning the envelope to themselves as it is happening around 3am (which we would be closed by then) and they do not have access to assign to themselves outside of the company (behind a firewall). This also happens when someone is on vacation, out of town, so they would not show up to just assign themselves a document for no reason. Has anyone else encountered this issue? This has been going on since May/June of 2023.

907

8 months ago

AugustZellmerNewcomer

asked in eSignature

Does DocuSign support signers that exist conditionally?

I have a document that conditionally has one or two signers. The only person who knows whether the second signer is necessary - and what their email would be - is the first signer. Is there any way to accomplish this in DocuSign?(Maybe I can use “Specify Recipient” signers with conditional routing??? I’m not sure if that’s supported though...)

542

8 months ago

sandi cookeNewcomer

asked in eSignature

Needs to View authority

Hi. If an envelope has already been signed by all Signers, but one “Needs to View” recipient has not yet viewed, can that “Needs to View” recipient reject the folder and cause the signatures to fail?How do you move past the Needs to View participant if they will not view the document?

1462

8 months ago

winniecheungNewcomer

asked in eSignature

what is the limit of envelope in a year

I have enrolled Docu sign for years, and before the expiry of one year in May 24, it said I exceed the envelopes that I never have the problem before.So on April 5, 24, I have to enroll again, and the fee is $480 per year instead of the old one which is $240 per year. I have called the office during April 5, it said there is only 100 envelopes per year, and each time that I send one doc. is count as 1 envelope. I would like to clarify if this is the case, as if 100 envelope is limit in a year is very limit, I would exceed the 100 envelope in one year. I am a realtor in Sacramento, as every transaction I have to send 4-5 envelopes. So I think if 100 envelopes is not enough. And I think the price is a pricy too. Please clarify.

2932

8 months ago

Amol LokhandeNewcomer

asked in eSignature

How signature can be captured on other documents in a same envelope?

Hello Folks, I'm routing bulk contracts (more than 30-40) in a single envelope and would like to know, if there is any way that can allow signer, just to sign on one and it will be captured by rest contracts in the envelope.I would appreciate your response, thanks.Best regards,Amol

103

8 months ago

sjohnsonNewcomer

asked in eSignature

How do I efficiently change field recipients?

There has to be an easier way to copy and paste the same fields and easily change recipients without having to drag them one by one from the left to the right. So, let’s say I have nine recipients, all needing to sign the same fields. I copy them all as a group, change recipients, then paste them, they are still coded to the previous recipient. When I change the recipient, it changes all of them. Why would it do this? I’m pulling my hair out here because it shouldn’t be this difficult.

1265

8 months ago

mrayNewcomer

asked in eSignature

Toggle time stamp at user or envelope or document level.

I would really like the option to insert the date only, with no timestamp.I understand my admin can set this, but it is a global setting.Can this be made available on at the user level or on an envelope/document basis?Many people in my organisation are struggling with this.

142

8 months ago

matthewlawrenceNewcomer

asked in eSignature

transferring brokerages

i currently have a brokeragae designated account, how do I transfer my history and open a personal docusign account

Suz168Newcomer

Good Morning, I’ve been trying to change my email address, Docusign will send code to email address I wish to change to I get this message (please see screenshot attached). Can anyone help/advise Regards Suz

315

8 months ago

Michael SmithNewcomer

asked in eSignature

Border cutting off document

my documents are cutting off part of my paperwork on the right side of the form. how do you adjust the border?

1162

8 months ago

CKSSNewcomer

asked in eSignature

Disable Print & Download

Is there any way to disable print & download button for documents that do not require a signature and are sent using “Needs to View”?

3902

8 months ago

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