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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

17 days ago

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eSignature

Have Docusign eSignature questions? Find answers here!

5,182 Topics
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5182 Topics

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Hchambers18050221Newcomer

asked in eSignature

KBA Issue

I sent a KBA envelope and the certificate does not say it was KBA authenticated. If a person has a DocuSign account can they bypass a KBA authentication on an envelope?

532

8 months ago

EmeldaNewcomer

asked in eSignature

Sending envelope to recipient to only open but not sign

Hi, I’m hoping someone can assist me with a module. I’m being asked whether “receives a copy”, “needs to verify”, “needs to review”, or “needs to initial” would be the correct option to allow a recipient to be required to open but not sign a document. From what I am reading, the option to receive a copy just provides a carbon copy, but the recipient can decide not to open it, so it is not required. Needs to verify from what I have researched is for authentication purposes. Needs to review requires you to both view and sign a document. Needs to initial would require you to open the document and place initials, which is akin to signing. I told my instructor that none of these answers is correct, as the correct answer in my opinion should be “needs to view” but I’m being told that I am wrong and the answer is one of these 4 options. Can someone assist me and explain why that is the correct answer?

Stewart YUANNewcomer

how can I send envelops

142

8 months ago

Lisa CaseyNewcomer

asked in eSignature

Distro Email to replace personal email

Can DocuSign recognize individual logins even when we are utilizing a distro email? I would like to update the senders email to be a distro email in place of my personal email so that all responses go to the distro. Is this possible?

273

8 months ago

Angeline CHEANGNewcomer

asked in eSignature

Signing Groups Costing

Sending a document to a Signing Group of 5 people which anyone of the 5 people can sign, is that considered as 5 envelopes cost or just 1 envelope cost?

724

8 months ago

SarahvNewcomer

asked in eSignature

Multiple DocuSign Logins

Hi there, we have a business account with DocuSign with Premier Support. We currently all log in to one account using one email address and password. Then the notifications go to one general inbox. Are we able to have separate email addresses & logins for our docusign account instead, so the emails are sent directly to each user?

4413

8 months ago

Jorge.MacedaNewcomer

asked in eSignature

Customer signed twice in a field where his name was not required to sign

Hi team, The issue came up with an envelope sent to two recipients, the first one signed in all the required fields where his signs was supposed to be.However in a part of the document where his name is not there to sign he was able to sign. These are the replications steps:Envelope is sent to two different recipientsThe first person signs the envelope yesterday and for any reason he signs in a part of the document under his name and for any reason signs with his sign in the other recipient name.The second recipients signs the envelope today and she signs as usual not seeing under her name was signed by the other recipient. I want to point out that this has been tried to be replicated with no failure as DocuSign is allowing ti sign in the required fields or the name you need to require to sign.Do you know how this could happen?Once the envelope was signed, can be this modified in order to remove the sign of the first recipient who was able to sign under his name and under the other re

Justin.CNewcomer

I’m running into a problem where my templates are not saving. I’m trying to put formulas into a contract to calculate number of nights and charges, but the template is not saving my work as I progress through it. I’ve tried various options with no luck, as it is stuck in its current place and will not accept further changes at the moment. I’ve also tried different browsers and started from scratch with no luck.

3266

8 months ago

George K.Newcomer

asked in eSignature

Fraud from another user

I have a person who committed fraud and said he was someone else signing the documents. Can the police get help form docusign to locate who this came from? I would think the ID number at the top of the page would go back to where the signer came from, correct? How do the police contact dousign?

402

8 months ago

argriggs2Newcomer

asked in eSignature

How do I make a optional text box that is populated trigger an associated text box to become required?

I have two required text boxes, student1 name and student1 grade.For the times when there is more than one student, I have two associated optional text boxes, student2 name and student2 Grade.If the first optional text box is populated [student2 name], how do I make sure the associated text box [student2 grade] becomes required.?

593

8 months ago

BarbaritaNewcomer

asked in eSignature

Which subscription should I choose to use in my company?

Hello! I have some question about how to use this service better:Can you please advise on the best subscription for a company if we want the document to go through the auditors before signing and they will give the approval for the director to sign at the end of the chain? is it possible to set up the chain so that the signatory does not receive all the notifications, but only the last signature request and it will show that the previous persons gave approval for the signature? Question about signing documents with counterparties. Is it possible to add companies we work with to our profile for more convenient discussion, signing and correction of documents? Is there a possibility to use a standard template and send it to agents for signing and making corrections to the document, for example, to add the company details?

1212

8 months ago

Ed StewartNewcomer

asked in eSignature

Re-send me my form please

Resend my form. I mis-entered my code and now I am locked out.

102

8 months ago

JJP2121Newcomer

asked in eSignature

Do you exclude the Jr. and Sr. in the name? I have a document with both as signers?

I have, example, Joe Public, Jr. and Joe Public, Sr. signing the document. If I add those, will it not validate correctly?

782

8 months ago

Nicolas.RodriguezNewcomer

asked in eSignature

How do I...my signers stop receiving emails?

The signers to whom I have sent documents have let me know that they don’t want to receive a email copy as soon as the document has been completed.How do I ensure that the recipients do not receive an email copy when the entire signing process has already been completed?

2972

8 months ago

rpatelNewcomer

asked in eSignature

Updating phone number to receive security code

How do we update the phone number to receive the security code? The old phone number is not active anymore. It seems like there is no other way to receive the code than SMS or Phone Call on old number.

51110

8 months ago

BReinNewcomer

asked in eSignature

Unable to sign - blank document

I have run into an issue with a template I am testing, where I am unable to sign it at all, as well as other missing data on the page. There is no error message, but rather the document itself is coming up as if there are no fields assigned to places like the signature (see the second image below). The problem is that I have placed the fields there (see the first image below) and even removed and replaced them to make sure that wasn’t the problem. I can also confirm that the recipient is correct for the fields. It’s almost as if the DocuSign system is just ignoring the fields are there at all. I have other templates that were set up the same way and they are still working as intended. My question is, what is going on here and how can I get the document to work? Any assistance would be greatly appreciated.

ACBNewcomer

One of the signatories declined to sign and later on ask to resend it. He is the 2nd signatory.How to resend it without creating a new envelop?Thank you.

1935

8 months ago

rockand.rollNew Voice

asked in eSignature

close my docusign developer account

How do I close my docusign developer account without raising a support case?

1252

8 months ago

fenok01Newcomer

asked in eSignature

Pulling reports from DocuSign

Is there a way I can pull a report from DocuSign showing:Who the contract currently is with to sign The date it was uploaded into DS The date it was sent to the signatory where it is currently stuck Many thanks

422

8 months ago

Rebecca ZionsbancorpNewcomer

asked in eSignature

Sender email notification if authentication fails

Is there an option for a sender to receive an email notification when a signer fails authentication? Currently the only way I know of is to click on Manage and physically see it in the list of sent envelopes. If you go to My Preferences > Notifications, there is a list of Sending Notifications. This is not in that list.

312

8 months ago

Sergio FangueiroNewcomer

asked in eSignature

Tranfer documents former user

Hi all.I have a request. We want to recover documents from a former user about a 1 year ago. Is that possible?

1682

8 months ago

ValandaNewcomer

asked in eSignature

Client download and upload - version control

I am newish to DocuSign. I thought that it was supposed to keep tight version control, but I see that a client of ours can download our document and upload it with edits. When we open it at our end we do not see the redlines. I thought that when I last used it sometime last year, that our client would have to open it and edit it in DocuSign. Is the uploading/downloading a new feature/bug? It’s not working for us.

362

8 months ago

Luis VieiraNewcomer

asked in eSignature

As administrator how can I search for an envelope ID, only knowing the recipient name/email?

I have a user in the company that received an envelope in his email (that has aliases - different emails) but it can’t be found in his envelope list (login in with one of the emails only)I have the envelope ID but I can’t search by envelope ID, even though I’m admin and ORG adminHow can I solve this issue?

7348

8 months ago

JP801Newcomer

asked in eSignature

Check Box Not Reflecting

Hello all,Not sure if I am just doing something wrong but I added some check boxes to a power form I had created but anytime the form is processed, those check boxes do not reflect anything. The original form was uploaded as a excel spreadsheet so I am not sure if that is causing some issues but any advice would be great! Thank you! I attached some screen shots displaying the added check boxes and the processed document not displaying anything.

4502

8 months ago

angelicamaNewcomer

asked in eSignature

Signature link in Google form

Hi,I need to add to my Google Form/Module (not Doc, it’s a Form) a link to Docusign. The objective is ti have people filling the form being able to put a signature (by hand - digital pen) on it.Please advise, thanks

2652

8 months ago

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