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22 days ago

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eSignature

Have Docusign eSignature questions? Find answers here!

5,193 Topics
16,004 Replies

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5193 Topics

MomSitterNewcomer

I recently sent several questionnaires to a couple of clients. Some of the forms were assigned to both of them, one was assigned solely to Client A, and four were assigned to Client B.Client A completed and signed all forms assigned to him. Client B completed 3 of the 4 forms assigned to her. She answered only a few items on the 4th questionnaire, and then exited DocuSign without signing any of the forms she had completed. She then let me know that the 4th questionnaire did not apply to her. I opened the envelope to delete the 4th questionnaire, but I couldn’t because Client A had already signed the forms assigned to him. It seems that when someone has already signed, you can no longer delete any of the contents. So I just deleted the fields requiring Client B’s answers on the 4th questionnaire. I also deleted the few items on said questionnaire that she had answered. I did not touch any of the other three questionnaires that she had completed.I re-sent to the client, requesting her to

Delta HinsonNewcomer

How do I edit/change the field name in a template?

1204

8 months ago

RonniCarthronNewcomer

posted in eSignature

how long does it take to delivery new use cases from discovery to production?

Hi everyone. I am curious how long it takes your teams to implement new esignature use cases? How big are you teams that support your docusign integrations?

392

8 months ago

KatjaNewcomer

asked in eSignature

how to change colour of 'manage' field?

By mistake I changed the color of some fields in my DocuSign account and now I can’t read these fields anymore because its black on dark blue. But I can’t find the option anymore to change it back.For example if I click on ‘Manage’ the field ‘start now’ is in these colours. Or also if I am creating an envelope the ‘next’-button is unreadable. The same is happening also on the page before you send of an envelope with the ‘send’ button. Please help me on how to fix this problem. Thank you!

662

8 months ago

Bohdan TretiakovNewcomer

asked in eSignature

eSignature for only 1 reciever and bulk for everyone else.

Is it possible via DocuSign and how can I optimize this workflow?:I am creating several documents to be signed by the company director and various employees. For each employee, the document includes different information; thus, the document for each employee is unique.As of now, I am making separate envelopes for each employee and sending them for signature. The issue is that the director receives a lot of separate emails from DocuSign to sign various documents with employees and he/she can miss a few of them.Is there a way I can send all the different documents in bulk? So that the director will receive only 1 email and will sign all different documents for each employee in one place (as one envelope), not clicking on various emails with different documents for each employee? And the employees see and sign only their particular document.

AwolliffNewcomer

I am trying to send out liability waivers to multiple clients, and when I send it out as a bulk, the first person filled it out and then those answers were able to be read by everyone else that I sent it out to. How do I send out multiple forms That are signed and looked at individually without me having to redo the form every time

282

8 months ago

tcangasNewcomer

asked in eSignature

Electronic Record adn Signature Disclosure

Our Legal Disclosures settings are correct but the last few documents came back with the below highlighted issue and are unacceptable for our disclosure process. Does this mean the client viewed the initial email and checked the box for ERSD but did not actually go through with the signing at the initial view? Or is there some other possible issue we are missing?

RobbyMarraNewcomer

Our client is asking us the following 2 questions, which I could not answer so far. Do you know it?Which signature standard is used by the parties who sign with DocuSign? EES, AES, QES? Is there a disclaimer on signatures <=AES in our contract documents? Do you consider the merging of client's wet ink signature and DocuSign signatures as a media change/break? According to our internal legals, this could make the contracts voidable.Thank you and kind regardsRobby

JpetersonNewcomer

I am a director and needing to send a docusign out to my managers for them to sign and for them to send to their team to sign. How can they forward the form without getting the completed form from the manager?

656

8 months ago

kcostelloNewcomer

asked in eSignature

Merging accounts with same email

I’m going to try my best to explain this. I have 2 DocuSign accounts with the same email address. One is my firm specific (but each user has their own account) account and the other is through Charles Schwab and allows us to send out paperwork. I myself can use the “Switch Profile” option to hop between accounts, but other within my firm do not have this option. I’m assuming this was something that happened when setting up both of their accounts and they possible did it a different way than others. Is there a way to merge both of these account accounts so they can now use “Switch Profile” to go between accounts?(I know that was confusing to explain so ask questions if it didn’t make sense).

miuNewcomer

When there are vertical and horizontal pages in the same file, the edges of the files after the second page are cut off or not displayed.

DBeauchampNewcomer

I do not see the Drawing feature in my Docusign.I would like to highlite areas of a document.

242

8 months ago

CarlosNewcomer

asked in eSignature

Recipeint bulk signing a template sent in bulk

I have created a template that will be sent to hundreds of recipients. However, the first recipient (the organization officer) needs to sign every envelope before the final recipient receives it. is there a way to allow our office to sign all the envelopes sent in bulk?

Dave MillsNewcomer

Hello all...brand new docusign user here and I am trying to figure out how to merge data from a spreadsheet to a template. I don’t think I am using the correct language to search for the help I need so I thought I would try you guys.Thanks,Dave

1382

8 months ago

Community UserLegacy User

asked in eSignature

We are currently signed up for 200 envelopes. I am looking to send one fillable document to 540 individuals, it is the same document to all recipients. Is this considered using 1 envelope or 540 envelopes?

822

8 months ago

kenshiresNewcomer

asked in eSignature

envelope in correcting status?

In one place the system says “correcting”; in another it reads my envelope has corrected?

1784

8 months ago

CaroldeNewcomer

asked in eSignature

How to create a new access code

I am new to DS. I have sent a document to someone for signature. He was unable to sign it when I sent it, two days ago. Now, the access code that I sent him has expired. How do I generate another one to send him? I can find no prompt that allows me to create a new code. Any assistance would be greatly appreciated.

erinbethNewcomer

My company has many docs that are “required” to close out a room. My branch does not “require” some of them. How do I remove or change?

104

8 months ago

raizen.slaNewcomer

asked in eSignature

Report with all customers (signatories) and their type of signature, digital or electronic

How do I export a report of my organization's customers and the type of signature of these customers, whether it is a digital or electronic signature?

8 months ago

YvonneKNewcomer

asked in eSignature

Error message "The identity workflow already has a signature type specified"

Hi everyone, We use two QES variants in DocuSign: Live-Call and AI-Check. We use both variants in one document. Now we receive the error message "The identity workflow already has a signature type specified" when we want to trigger this.Can you please support?Many thanks,Yvonne

4803

8 months ago

alawlessNewcomer

asked in eSignature

Do 2FA links have an expiry date?

I understand from the DocuSign website that the email links expire after 48 hours but clcking the link will redirect you to generate a new link.Is there a similar sort of process for the 2 factor authentication? Does this expire? Thanks

855

8 months ago

ZainNewcomer

asked in eSignature

Signature page is blurry.

Hi Guys,I have used the DocuSign app for over a year now and have problem with it. But today after I start new envelop and assigned the signers, I could not get access to the signature page. It was blurry, like it’s blocking. I checked if there is issue with the account, but the next bill is due after three days. Why I have this issue? I would appreciate if anyone knew how to fix it.Thanks

2503

8 months ago

Julia 5500Newcomer

asked in eSignature

DocuSign Shared Access - Default Account

If I have access to a Shared Access Account, can I make that my default account when I login?

102

8 months ago

JoshGNewcomer

asked in eSignature

Uploading fillable PDFs to templates

When I upload a fillable PDF to templates, the fillable fields disappear when I then try to Bulk Send it. How do a upload a fillable PDF and keep all the fillable fields?

2032

8 months ago

wmoranCORNewcomer

asked in eSignature

HELP - Template Multiple

I would like to be able to send a Docusign template to multiple people at the same time, without re-selecting the signature fields for each recipient. I am specifically wanting to send out our employee handbook to all of our employees, individually and independently, and have them read and sign acknowledging receipt of the handbook. I want to send it out to everyone at the same time and not have to reselect fields for every person.Is this possible and how can I get this done ?Thank you in advance for your help

183

8 months ago

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