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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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eSignature

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5,008 Topics
15,177 Replies

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5008 Topics

ScottBNewcomer

asked in eSignature

How to send one document to 20 people where each signs their own copy individually (no other signature needed for their copy).

Can I just use 1 envelope without spending a ton to upgrade my plan to bulk send when I signed up to just have these 20 people sign one document?This is an approval page to reach 51% agreement. I don’t need 100% to sign, just enough to reach that threshold. The issue is I’m apparently unable to send these individually (they use 1 envelope each) and yet if I “add recipient” they then become part of the same document, which I do not want.So, again, how to send a single document for a single signature to 20 individuals who only sign their own document?

2475

8 months ago

JaijaisyNewcomer

asked in eSignature

How can i have them sign first the agreement before providing the next file or PDF?

Once they view the agreement it automatically sends them the file and they haven't signed it.

2396

8 months ago

sshelkoshveinNewcomer

asked in eSignature

Issue with ability to open DocuSign documents

Hello All,The lawyers of the company must conduct a verification of incoming documents from the client before they are signed by business users. However, the lawyers cannot open these documents because they are not sent to them, but to those who have collaborated with the client. When attempting to open a document for verification from the notification email, the lawyer receives the following authentication error: "The login information provided does not match the account for this envelope. Please try again and login with the same email address where you received this envelope."Please advise me if you have any ideas on how a user-lawyer, without being the ultimate recipient of the documents, can open and verify them before they are signed by the business user?Thank you in advance!

3784

8 months ago

JorgeNewcomer

asked in eSignature

How to resend a document that was completed but one information of the blanks is wrong?

I have a document that I usually send to my customers, this document has 5 differents blanks to be completed from the customer: name, last name, ID, phone number, and address. Unfortunately, I have a few clients who tend to put their name in a bad way (they are old age people), I don’t want to send them the envelope from zero to be completed again (the 5 blanks), what can I do to resend the document but only to put the client to complete not the 5 blanks, just only 1. Is this possible? Looking forward to your comments! Best,

kaoriNewcomer

Is it possible to make the document on this system “DocuSign” that has 2 places for signatures, and signer is only 1 person. It means 1 same person needs to sign in 2 places in 1 document.

342

8 months ago

yelisNewcomer

asked in eSignature

Can I change the signature once I clicked "adopt and sign" button?

Hi, I’ve received a document to sign and realized I have made a typo in the signature after clicking the “adopt and sign button”. However, I realized I could not edit the signature even though I haven’t submit it.May I know is it possible to edit the signature again?Thank you.

1502

8 months ago

SkyCombatAceNewcomer

asked in eSignature

Third Party Signature

hello! i am trying to send a document to a third party who needs the client to sign. I don't have the clients email. Do you know of a way to do this?

582

8 months ago

FabNewcomer

asked in eSignature

Some of the cc do not receive their notification

When I send a document for signature, I always use the signing order option, so people in cc only have their copy once it is signed by all parties.But for a same enveloppe, some cc receive their notification and some don’t. I have identified several employee within my company who never gets their notification.All our general setups are the same for everyone within our company so why some receive and some don’t?We have checked spam, quarantine for these people and could not find any track of the notifications.Their email adresses are also correct. In the History, I can see perfectly that it has been sent to everyone and I can see as well that some opened the document and other dont because they can not find the notification.Thanks in advance

2212

8 months ago

RalitsaHNewcomer

asked in eSignature

Update Company Administrator

Hi,I need to change the company administrator information on the screen that pops up for all users “ For assistance with Docusign, contact COMPANY administrator” How can I do that?Thank you!

112

8 months ago

SeanCharlsonNewcomer

asked in eSignature

Personal account to Shared Folder business account

Can you send a request to sign a document from a personal account to a business account Shared Folder?

372

8 months ago

TuochuanNewcomer

asked in eSignature

About the automatic reminder

I have sent out a document for multiple persons to sign, with a weekly reminder.My question is, for those who have signed the document, will they still receive a reminder or not? I feel I don’t need to keep bothering them once they have signed the document.Any clue?Thanks!RegardsTuochuan

362

8 months ago

mhussainNewcomer

asked in eSignature

Permission Profiles- Stop The User from Correcting

Hello all, I have created a custom Permission Profile that only allows the user to Send Envelopes using one Custom Template. This Custom Template is locked down so that only the user can enter the Name + E,mail address. However, once the user has send the Envelope, they can then go into Manage > Sent Items > Find the Envelope > Cick on More and select “Correct”. This allows the user to edit the form, such as remove validations or constraints. Is there anyway I can disable this function? Thanks,Mo

JMH4825Newcomer

Is there a way to set the sign format to default to 150% vs 100% on height/size?

382

8 months ago

neethujkpTroubleshooter

asked in eSignature

Image Field in DocuSign

Is there a feature available to include image uploads during the signing process? We've examined both the Drawing Field and Attachment Field, but each presents certain limitations for the specific use case we're addressing.Allow me to elaborate on the use case. Parents are required to complete an application form as part of enrolling their children in school. Within this application form, they need to upload a photo of the student. Presently, we're utilizing the drawing field, but it's causing confusion for parents as it displays Draw and then upload a background image in the bottom. While there's an option to upload an image, we've also experimented with the attachment field. However, it proves inadequate as it doesn't seamlessly merge the image into the document at the designated position for upload and converts the image into a PDF format.

2612

8 months ago

Bucky HefnerNewcomer

asked in eSignature

adding a user or changing the seat

I purchased the Standard subscription with one user. I am not the one needing to use the product. How do Iadd the user or do I change the seat?

4262

8 months ago

jlyons445Newcomer

asked in eSignature

Pulling Name from Recipient Data and entering it on Document

Hello, I work for a university that requires an offer letter be sent out once a year to all student employees. The bulk send option has been a godsend because there are really only 2 different documents I need to send out. My question is there a way to have it so in the student’s name (usually signer 2) auto populates on the document so when they receive it the beginning starts with Dear “Student’s Name,”? I usually have the first signer be the supervisor so if I put the name field in at the beginning it’s blank when the first signer gets it. Similarly, is there something I can include in the Email Subject line that pulls a specific signers name, not just the recipient's name? I know to use [[Data:RecipientName]] in the subject but is there something similar to that but it would be like [[Data:Role2Name]] Thanks for your help!Jamie Lyons

CynthiaNewcomer

Hello, i have been using Docusign for the past 4 years, and this is the first time that i face issue in adding a new user. I have removed 2 users so i replace them with 1 new but i cant find the add user button anymore. Any clue about whats going on?

697

8 months ago

JyotiNewcomer

asked in eSignature

Useing two email account

1)How can i set up two different email for two different businesses?2)How do I change new email in my profile?

1352

8 months ago

Sofia MartinNewcomer

asked in eSignature

Add document as annex

Im trying to creat a template that requests the client to sign a contract and drop somo documentation as annex. How can a i add a drop document area?

1475

8 months ago

AdityaKNewcomer

asked in eSignature

Email & Attachment in multiple languages

Hello All,We have a requirement wherein email which is sent to the user for signing a document should be in Non-English language, possibly in a language preferred by the user. In addition to this, even the attached document should be in user preferred language. How can we achieve this in DocuSign?

2892

8 months ago

Community UserLegacy User

asked in eSignature

Is it possible to have multiple signers with one email?

7002

8 months ago

coastgardenNewcomer

asked in eSignature

Standard Fields aren't enough, etc. Am I missing something?

Why are there not standard fields for basic things like address, phone number etc? Also, when creating a template, why do i have to add recipients info rather than just being able to use the template generally for the future? For example, I’m building a template for a new employee package, why can’t i have it set up to just plug in a new employees name? I’m not new to tech but i’m new to docusign and i find it very awkward to learn...help?

millerNewcomer

cannot receive sms message to sign

533

8 months ago

DBarNewcomer

asked in eSignature

Appearance of DocuSign Signature

Hi, my question is about the frame around DocuSign signature, being in June 2020, meaning approx. 4 years ago. Was it with the DocuSign-Signature with a speficic ID, or was it just simple signature without any frame around. This is for a certificate, which I believe is wrong, as the signature is not sourrounded by the specific Docu-Sign-label.Thanks, this is important, as the validity of the contract would be different for sure.

1702

8 months ago

EfratLifNewcomer

asked in eSignature

Filtering envelopes according to envelop costume fields

Hey,I’m trying to look for a way to filter envelopes according to the custom fields (and not the envelope’s subject etc.). I can’t seem to find a way to do that.Even when I add the “Include envelope custom fields” - it doesn’t seem to find envelopes that I know for sure were supposed to pop out.Can you please assist?

394

8 months ago

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