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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

28 days ago

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eSignature

eSignature

Have Docusign eSignature questions? Find answers here!

5,225 Topics
16,105 Replies

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5225 Topics

DebbieBNewcomer

Is it possible to have just the day of the week populated? For example, if the document says:Signed this _____ day of April, 2024. Can I select something other than the Date icon (which reflects the full date) to populate just the numerical day of the week, i.e. 24?Thanks

552

8 months ago

DBakerPurdyNewcomer

asked in eSignature

ID Verification for a Canadian Citizen

I have a Canadian citizen who is signing a US document. When he puts in his ID info, its not letting him say he lives in Canada. Any of you run into this issue?

754

8 months ago

rrossiNew Voice

asked in eSignature

How to edit the appearance of the Payment Item

Hi, still new, 2nd question, Day 1… thanks for your patience.I placed a payment item on the last page of a power form. when I review the form, as the end user, the payment item is mearly an icon with text. It has no purpose. When the form is finished the payment gateway opens as it is intended. all fine there.My question is how do I place the payment item, but not show on the form? Thank you.See attached PDF

487

8 months ago

CRodNewcomer

asked in eSignature

Difference Between Delegate and Shared Access

I’m struggling to understand the difference between these two concepts - setting someone up as a Delegate or Sharing Access. How are they not the same thing?With Outlook, making someone a Delegate is a common thing - they typically have Send on Behalf Of rights, as well as creation and editing permissions. I know that a calendar can be shared with someone that isn’t a delegate. The concept has made sense for a long time.Not so with DocuSign. I need to give my attorneys a clear cut answer: Make someone a Delegate if you need them to XYZ. Share Access with someone when you need them to ABC...

2934

8 months ago

rrossiNew Voice

asked in eSignature

How to edit where the start tab is located on form/template

I’m very new to Docusign. Day 1… Almost everythig is very straight forward. Except for the Start Tab at the beginning of the form.I have a fillable form. A rental application to be exact. when the applicant opens the form, the first thing they see is the Start Tab. The applicant will be inclined to press that tab first, bringing them down to the end of the application, asking for a signature. The applicant must be directed to fill out the form first before being directed to the signature.How do I edit this?Thank you

Brad BlockNewcomer

Filling out Docusign for customer as always and as i go to send it says error and i look back and some or all of the boxes to sign/fill out have turned red instead of their normal yellow/green. Please advise

JlibonNewcomer

HiI would like ask 2 questions for fixing 2 issues: We woukd like add an automatic retour in a text field. Actually, when the text length is longer we lost the last part iof the text. Is a solution exist to avoid it? We would create a dynamic field in the welcome message mail (Ex; Hello <last name> ….) Regards

484

8 months ago

AM47Newcomer

asked in eSignature

Business name as sender

How do I change the sender name to my business name instead of my personal name? So when people get a doc to sign, it says “Business Name” has sent you a docusign vs “Personal Name” has sent you a docusign?

asumlinNewcomer

Hello!I work for a huge cooperation and for some reason no one seems to be able to tell me who owns the DocuSign account I am a part of. I do not have admin rights so i cannot to give access to Esignature to one of my colleagues.How do i go about finding out who owns the account so I can gain admin rights to give Esignature access to the one that needs to have it? Also, one person who does have admin rights has an old email attached to the account and cannot recieve emails there anymore. So She cannot access her account which is another problem. Any help is greatly appreciated.

232

8 months ago

AllianceBradNewcomer

asked in eSignature

Formating "Front Page"

I have two companies that perform similar but slightly different jobs. We have two people who are sending out DocuSign forms-one person from each company. I thought that I had designed it so that the new company using DocuSign would have its’ own individual branding (colors and logo) but it seems to have changed the docusign branding for the initial user and her DocuSign requests as well. Is there a way to set up the branding within one account for two different companies? Any help you can provide would be welcomed...

252

8 months ago

KazGNewcomer

asked in eSignature

Issue with Text Field

Hi,I sent a document with a text field instead of a date field as this is mandatory where a date field is not.My client couldn’t complete the document with a text field. It kept coming up red and would not finish the document.I resent the document without the text field and my client completed it successfully.Any ideas what is going on here?ThanksKaz

1102

8 months ago

Danna D.Newcomer

asked in eSignature

Adding a signing delegate to my account

Is there a way to add a signing delegate permanety to my account? Thank you!

652

8 months ago

CookiesCCNewcomer

asked in eSignature

Where do I put code to access document to sign?

Good evening,I tried to open a DocuSign document from sender but was unsuccessful, there was a code in the email for me to use to access document just in case linked did not work.Can someone tell me where I put the code to access the document that I need to sign, please?Thank you in advance for any help you can provide me.Best,Cookie

3033

8 months ago

M.PalstraNewcomer

asked in eSignature

Can I send in one envelope multiple documents that need to be signed by the same person but need to be saved as separate documents?

I created 5 documents, that need to be signed each by the same person. After that I need to save them separately. Can I send those documents in one envelope to the person who needs to sign them all ? And then save the signed documents separately, or do I need to send each document in a separate envelope?

23892

8 months ago

Zack0611Newcomer

asked in eSignature

Share Contact Directory?

I was wondering if it is possible to share the contact directory that admins have access to, to other non admin users? For reference I am using the Part 11 compliant version of DocuSign.

1212

8 months ago

AGRAHAMNewcomer

asked in eSignature

Need to edit my form - Adobe states it has been signed & changing the document is not allowed

In my own template, I need to edit the current PDF form. I select Edit. In the Add Documents section, I select the Download Document for my form. Once I open the downloaded form and select Edit, I receive an error message stating "This document has been signed and can not be edited.” How can I download an unsigned form so that I can edit my form?

7063

8 months ago

cvsalesandmarketingNewcomer

asked in eSignature

Powerform URL

Is there a way to edit/shorten the url for a powerform link? I’d like to list a url for one of our powerforms on a document but it’s extremely long.

mgreenNewcomer

We are needing to edit our Bank name in documents in our templates that we have uploaded. Can someone direct me to where I can find how to do this? I don’t want to have to redo all of my forms that have required fields it them. I am new to this, so I am struggling. Thanks!

1744

8 months ago

floosNewcomer

asked in eSignature

one envelope with multiple templates

I want to send an envelope with thee pre-created templates to one recipient. However when I add the three templates to one envelope, only the fields for the signature in the first templates shows up. In the other two templates none of the predefined fields are showing up.How do I add multiple templates for the same recipient, so that all the pre-defined fields are displayed?

MarcieONewcomer

I am wondering if I can use the “apply template” option on a document that is already partially filled out? I currently have a template for a form that has several fields tagged for the “client” to fill out. We often know a lot of the client info up front though, and would like to be able to fill out what we do know and then let the template apply to everything that is left to fill in. Is this possible?

172

8 months ago

KdartNewcomer

asked in eSignature

where is the "Access Documents" button?

I got an email from someone to sign a document. The email also says :Alternate Signing MethodVisit DocuSign.com, click 'Access Documents', and enter the security code: ... However, I cannot find that link or button. No choice for "security code" when choosing to sign a document.

9087

8 months ago

kaoyuNewcomer

asked in eSignature

During the development process, the envelope is created and sent to the recipient. How can the recipient drag the signature instead of defining the xy axis during development? I hope the position is flexible.

202

8 months ago

AgaBNewcomer

asked in eSignature

Regex pattern that would validate numbers followed by letters and then numbers

Hello, I am trying to build regex to allow only the following type of string: 9 digits followed by 2 letters followed by 4digits.I came up with ^([0-9]{9})([A-Z]{2})([0-9]{4})$but DocuSign doesn’t like it and an error message pops up: Save Error Some fields might be out of sync. The regular expression provided is not valid. other types I have tried and failed: ^(\d{9}\d([A-Z]{2})\d{4})$ - also failed ^([0-9]{9})((\s)([a-zA-Z]{2})((\s)([0-9]{4})?$ (so this would mean there would be spaces in between numbers and letters I think maybe something is not correct around letter validation?

NathanNewcomer

Hi There,We have a document out for signing that has 16/17 recipients completed. I'm wondering what happens if I remove the non-signer from the Document?I'd like to remove the non-signer from the envelope and complete the signing.If I do this, will the document need to be re-completed by all other recipients or will the envelope then automatically move to completed status?It's vital that removing the non-signer doesn't cause all signatures to be reset and require signing again.

805

8 months ago

MaxenceNewcomer

asked in eSignature

Edit Signature Module Part 11

Hello,-How can I change The language of the auto generate text by module part 11 ?I’m French and I would like to have the informations in english in my document (see screen below) -And Can I manage the size of these texts ? Thanks for yours answers

262

8 months ago

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