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eSignature

Have Docusign eSignature questions? Find answers here!

4,595 Topics
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KPCNewcomer

asked in eSignature

Group Email with 1 signer not known in advance

Our Envelope recipient has a back-office group email address. Whomever receives the email will sign. As it is a group address with a lot of individual turnover, we dont know the specific signer in advance. Depends who is working that day. Thus, when add the group email address as a recipeint, we dont have a name go with it. How we accomodate for this in a template?

14 days ago

sommerNewcomer

asked in eSignature

Marked as signed but no signatures showing up

Good morning,I have an employee that finished all docs; signed and initialed.It says “completed” but when I go to view the docs, they aren’t signed or initialed.Can you help resolve this?My best,Sommer

14 days ago

Deb PNewcomer

asked in eSignature

Why is my ED not able to get envelopes?

Hi, In the past month or so, my Executive Director has stopped receiving notifications that there are envelopes for her to sign. If she logs into Docusign she can see what’s there, but nothing is alerting her to that. Her user status is Pending and she’s not receiving the resend invitations either. How can I fix this?Deb

14 days ago

12ABNewcomer

asked in eSignature

i have a shared email address and the document was signed by my partner. how do i confirm that?

Hi All,I have run into an issue and wanted to see if the community can provide some guidance.how do I confirm that a Docusign was signed by my partner and not me? We share the same email address and the signature is done under our company’s name?we do have different laptops.

15 days ago

JinxNewcomer

posted in eSignature

Completed Docusign in account but not me

Logged into my account after some weird emails and I see a completed Docusign in my account but I didn't sign anything. It's definitely scam but is there any need to be concerned about someone using my signature?

15 days ago

geeVfeeNewcomer

asked in eSignature

template library

I would like to send a lease rental agreement. Is there a editable template available? If so, how do I access it? I do not know how to access the template library.Thanks in advance

15 days ago

andrewkimbNewcomer

asked in eSignature

Only Sender Gets Copy of Signed Document

Is there an ability to send a document for signature but only the sender gets the signed copy. There are numerous cases (particularly with 3+ signatory documents) where it is not appropriate for individual signatories to get the fully-signed document. This should be a setting but does not currently seem possible and requires such an agreement to be individually sent to each signatory.

15 days ago

SteveBeardNewcomer

asked in eSignature

Why do I have no prefill options except Line

I have created some templates and sent some out, but I want to set a few fields to be pre-fill so that I add the detail each time I send out (like company name, price) without changing the template. When I go to the document, no matter what I di, the only option on the left by the pencil for pre-Fill is to add a line. There is no option to add a pre-fill text box or company name. Any idea what is wrong?

15 days ago

rsmithNewcomer

asked in eSignature

Closing multiple users

I need to close a number of accounts for people who have left the company.From the help docs I am supposed to select Close users from the dropdown menu under Bulk actions. I am an admin, but the option is not there (see screencap below).Is there another screen I should be on? Thanks in Advance - Robert

15 days ago

ClasterNewcomer

asked in eSignature

SMS Default for Additional Signors

We’re currently set up so that our MFA defaults to SMS for the first signor. However, if we’re adding additional signors, that signor defaults to Phone Call. Is there a way to change that for the second, or subsequent, signor(s) so that it defaults to SMS? Thanks.

15 days ago

HBARNHARTNewcomer

asked in eSignature

action required docusign scam

hello.. I have a action required for signature from paypal scam that I’m having problems trying to safely remove.

15 days ago

AlWoernerNewcomer

asked in eSignature

Receipt notification for a document to be signed

A few times a year I am receiving contract documents by trade show organizer to be signed. I am using a free account with Docusign to have my signed contracts stored online as a backup. The account type is called “Freemium”.Five days ago I received two new contracts, but this time without any e-mail notification in my mailbox account. It seems someone has switched them off. Only by logging into my online account with Docusign I were able to view and download my docuements, where in the past I always received an e-mail and the document as an e-mail. I’ve also checked the spam folder with no results in there.How do I activate such e-mail notifications again ?

15 days ago

Nancy24Newcomer

asked in eSignature

Unable to Attach PDF to send and unable to save draft

Hello, I am new to DocuSign but I have followed all the steps and watched videos. I have a PDF with already fillable signature fields and when I try to send it through DocuSign I can't. I get the message "unable to load envelope" or something very similar and when I tried to save a draft it wouldn't let me. I'm running out of options as I do animal rescue and need Adoption Agreements filled out and signed prior to adoption but I have been unable to send a single PDF through DocuSign where it was returned signed. Having to piecemeal everything is very time consuming and frustrating. Has anyone else encountered this problem? I don't know what I'm doing wrong. I have a fillable PDF and simply emailing it to a recipient sometimes works but if we have issues (which we do) I'd like a definite system so all the adopters can fill out and sign without their having DocuSign on their phone. It's very aggravating paying for a product that doesn't work. Maybe it's me. Who knows. Thank you for any a

15 days ago

ASchneiderNewcomer

asked in eSignature

Multiple Users and Visibility

Is there a way to have two users in one company docusign account but each user can only access the envelopes/documents that they create/route for signature? I hope my question makes sense. HR currently holds our account for out company but our Marketing team would like to use the docusign account as well. However, we do not want to provide our Marketing team to gain visibility to offer letter details and other HR documents we use docusign for. Please advise. Thanks!

15 days ago

MichaelaHNewcomer

asked in eSignature

Creating and sending documents via PowerAutomate with tabs

Hello,I am trying to create a workflow through powerautomate with the following steps:Create an envelope from a template with anchor tabs Add documents to an envelope Add recipient to an envelope Add tabs for a recipient on an envelope Send envelope for signing Checking the correct info is provided in the anchor tabsI am struggling with getting the flow through step number 4 where it fails with the following error message:The specified Anchor Tab string was not found in the document. Anchor Tab String "\n\" not found.When looking at your support pages https://support.docusign.com/s/document-item?language=en_US&bundleId=gqy1619537336307&topicId=pip1666553156353.html&_LANG=enusYou state that it should work when adding the tab to the template document looking something along the line as \n\.I have added the \n\ tab also to the document custom fields in our DocuSign account, however the selection of options differs from what we can select in powerautomate. For example when we w

15 days ago

Home Guru KCNewcomer

asked in eSignature

New Template Editor - How to copy fields

I used to be able to select a form field and then Ctrl+C and Ctrl+V to copy and paste. Now clicking a field starts editing it rather than selecting it.Same goes for deleting fields. How do I do that?

15 days ago

Mike BeveridgeNewcomer

asked in eSignature

Security considerations for Sending Documents as .PDF attachments?

Hi community...I am assessing the risk of sending documents as attachments (as opposed to the embedded link solution / option). I appreciate this is way more risky but have some basic questions I need help with before I engage with my DPO!! From my analysis / research...my understanding is that emails sent to a recipient are transmitted via HTTPS utilising TLS 1.3 (or lower, depending on the recipients end point capability) so as to prevent interception by a bad actor en route...but once that email has landed in the recipients email account - that’s where the risk lies as if that email account is hacked, the data contained within the .PDF is unencrypted (so whoever gains unauthorised access to that account, can freely access and ‘see’ the personal data contained within)...is that correct Please?

15 days ago

Gil.ParraDocusign Employee

asked in eSignature

Account wide envelope expiration?

Hello! Is there a setting where an admin can control envelope expiration dates for all their users? Instead of having their users all do it individually? Thanks in advance!

15 days ago

JohnnyNewcomer

asked in eSignature

30 Trial Max envelopes reached

Hello,I just created a free trial account.. Being new to this program, I wanted to test it out by sending myself a few documents to make sure they looked right before I use this product for business purposes. I was having issues with proper sizing on the signature line, and I had to send myself a few revisions to get it where I wanted it. Within minutes I had exceeded the max envelope limit for the month.Is that seriously all I get to with this company? 5 documents a month? What if multiple revisions need to be made during the negotiation process?So now it seems I cannot do anything else unless I pay $300 to use this service, is that correct?

15 days ago

JanMNewcomer

asked in eSignature

Unable to update username

Hi, I am trying to update my details under Settings>Users>Actions and keep getting an error that says An error occurred while getting user detail.I have seen the same problem from someone else 6 months ago but there is no actual help in it. I have updated my name under Manage Profile but this does not change the location that I want to actually change it. I do not need/want to give clients my middle name and need it changed asap. Please helpThank you.

15 days ago

REDNewcomer

asked in eSignature

Scheduled send gone

Is there a way to verify or edit a delayed send envelope? I have been unable to find one that I had scheduled anywhere.

16 days ago

Theodora van KuijkNewcomer

asked in eSignature

Contract cover sheet and Contract in one envelop but limit visibility to one document

Hello Community,I need to send a contract cover sheet along with the contract in a single envelope, but I want to restrict access to the cover sheet to a select group of people, while allowing everyone to view the actual contract. Is it possible to hide the cover sheet (or any document) within a single envelope?Thanks!

16 days ago

gccNewcomer

asked in eSignature

Additional Signatures added to my document envelope

Hi all!I work for a company who issues out initial documentation to clients via paper and am attempting to bring it online. Each document needs to be personalised for each individual which prevents a stock standard template being utilised each time.The problem I am having is when I do a bulk send including 3 of the preprepared templates, it introduces 3 signatories instead of the 1. Does anyone have experience creating this style of bulk send individualised documents?

16 days ago

Rita TexasLawNewcomer

asked in eSignature

where are my drafts?

I created a dozen envelopes and saved them as drafts, and now I can’t find them! There must be a drafts folder, but I can’t see it. Related: is there a way to schedule/delay sending an envelope? I saved drafts because I couldn’t find a way to delay.Thank you!

16 days ago

TeamAtlasNewcomer

asked in eSignature

support is horrendous

does anyone know an actual phone number or email to reach sales or support?

16 days ago

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