eSignature

I want to create a powerform similar to this The first role should be able to open the document, fill in required fields and then push finish and have the form sent to the signer they select (which is the second role). The third role would receive a copy. I have been able to figure out the 2nd and 3rd role but can not successfully figure out the 1st role. For the first role I have been selecting "allow to edit" but all it does is allow them to open it and then ask them to select the signer, it will not allow them to fill in the document. I want the first role to be "person filling out document"I want them to be able to fill in document but not sign I do not want the pop up that occurs once the document is open that ask them to select a signer since they filled that in on the first page of the powerform document.

Hi everyone!We here at the office are wondering if it is at all possible to save docusign documents with editing capabilities enabled? We find it frustrating to print off and re-scan in entire documents because a client missed an initial (or something like this). It is a huge waste of paper and time!Is there a way to avoid having to do this? Thanks!Sherise

When downloading a combined, completed agreement as a single document, is there a way to have DocuSign add page numbers? I have a situation where we are adding continuation pages to existing signed documents, and it would be helpful to have continuous numbering of the final product.

I receive an email from the creator of the document that it is complete. The email has a link to “View Completed Document.”  That’s great.  I can view it.  However, there is no link, menu, drop down, option, anything to download document.  

Hello, We would like to provide our CEO with a cover page that outlines what he is about to sign along with the entire master service agreement. However we do not want the cover page visible to the counterparty signer at all. Is there a way to create an envelope that include both the cover letter and MSA package, but only have the counterparty signer see the agreement?Thank you,Andrew K.

Hi,I am trying to send multiple templates in one envelope and when it comes to filling it in the finish button does not appear stating that there are fields that need filling in - but they have all been filled in. For example the name field - a text field - appears red even though it has data in. Please someone help me I am loosing the will here! Thank you :)

I have to sign with Docusign a document already signed by other parties with their signer-held digital certificates. But when I do it, DocuSign certificate is added and valid, but the other certificates are no longer valid. How can I make these certificates remain valid when I sign ?

I received an important document on the 24th February 2021 and eventually signed it using docusign on 1st March 2021. I printed the signed doc but have misplaced it so I asked the Finance company to send me a copy. I received a pdf file of the doc but the Fee Agreement date shown is 11/02/2021 (11th February 2021). How is this possible? All other aspects of the document are exactly what I remember I signed on the 1st March 2021. I would appreciate your comments/ answers so that I can go back to the Finance company with some confidence. Thank you.

We use DocuSign for our employment contacts. We ask certain questions that we may want to follow up on some answers, such as disabilities (in order to understand whether we need to put any additional resources in palce). is there a way to set up an alert or email if certain check boxes are ticked? This would help us to identify which new employees we should be reaching out to.  Currently we’re downloading and looking at each contact, which is time consuming when we have over 70 new starters per week.

Hi Folks, Hope you are having a great day, We are currently using DocuSign to send loan documents to customers, however the Loan System only allows for the person to sign in and send as individuals to recipients which they can respond based on the person who send the document. Is there away to prevent recipient from seeing the person’s email address or possibly substitute the senders email with a no-reply email? Thanks for your help

We use 100 plus envelopes a month is there a more cost effective option than the pro plan

It used to be that the STATUS column would indicate how many people it had been routed to, with the number of remaining people listed. Now it only has a vague progress bar, and the number of people remaining. I do not find this helpful, as I need to know how many have already seen the document. It is possible to change my setting somewhere? Or to go back to the original status indications?  

Hello.  I am a final recipient of a Docusign form that will also include an Excel spreadsheet separately.  I understand that typically, this spreadsheet gets converted to a PDF, which doesn’t allow me to edit/input some numbers into the sheet, which I need to do as a final step. Is there a way for me to receive the actual spreadsheet (Excel), or convert it back, or any other ideas on how I can input some numbers into a few fields, short of doing text boxes (which I call a Band Aid)?  Thanks

Which Version of Docusign do I need for RON signings?  I also need the verify option too for ID’s. 

I am adding text and checkboxes to a rather large application form and now it has suddenly stopped letting me add anything to the form! I have saved and logged out etc but when I go to start again with entering text and checkboxes it now deletes anything I try to add? Any ideas anyone?

Hi,How long is the Certificate of Completion (COC) accessibleafter purging an envelope after closing an account by a signer with no DocuSign accountWhat does a party have to to if he/she wants to validate a Digitally Signed document after 10 years? Is the COC still accessible in DocuSign?Or is the certificate available in the signed document for all time? If so, how validate that it is indeed a valid signature (and not a fraude document)?Thanks

suddenly it was not working UK country and it is working for other country ex. India so what is issue ? and facing this error :  “System Error: Your DocuSign request cannot be processed at this time.” 

I am trying to set my account up so that I can sign into my account and just see all of the documents that have been sent to me from outside senders for signature.  The goal is to eliminate the need to go to each document directly from the email notification that I have received a document for signature.  Is there a way to do this?Basically, I don’t want to receive emails from DocuSign, I just want to log in and see everything I need to sign and sign them.  Thanks!

Wow - not the easiest but a simple question.I don’t use or need DocuSign but maybe 2 months a year.  As a NAR member can I upgrade from free to the NAR Realtor for maybe 2 months on the monthly plan and then cancel that plan and automatic billing?

We are currently exploring elastic templates and want to better understand versioning as well as how to maintain the different templates incl. versioning. For eSignature, we are creating for every major version a new template. The templates are created on sandbox and after successful testing uploaded to production. When I was downloading and uploading elastic templates, I realized that the uploaded template always starts with version 1.0 and no version history is available. We are now wondering, how we should best work with elastic templates, because we wanted to use the versioning functionality from DocuSign for elastic templates, but continue download and upload of templates to reduce double work as well as ensuring no human errors in case we would need to perform changes on production directly instead of “transporting” tested templates.Are there any best practices recommended by DocuSign?

My documents are not being received by the signer I have done several tests on my own emails, and they are not being received.  Its shows they were sent in the history. How do you get help from customer service with this issue or can anyone help with this issue.  Thank you.

I have a document where the signer has to complete one of two sections, so I can’t make these fields mandatory because they only need to complete one, and only they will know which one needs to be compelted.  These fields are currently set as Optional, but that means the Signer can skip right past them, how to I get the to complete one of the two options?

I upgrade to the Pro options so that I can access to the attachment field and now I can find it all when I am creating envelopes to send out for e signatures. 

Do recipients automatically get copy of fully executed document?  If so, how can I stop this?

Hello,   I created a envelope and had all signers sign in appropriate spots but did not add the date.  How do I go back to the document to add the date?