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eSignature

Have Docusign eSignature questions? Find answers here!

  • 5,760 Topics
  • 18,067 Replies
5762 Topics
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New Voice
m.usmanNew Voice
asked in eSignature
CLM workflow_add additional 3rd party signers/ reviewers/ approvers

Hello, I hope all are well. We have a CLM workflow connected to Doc Gen form. On this form, we have an option to enter 3rd party’s signatory’s name and email. Now we wish to add additional signatory, perhaps as reviewer/ approver etc. We know the form can be modified to include these additional details, however we are curious to check if this can be done in e-signature by way of a template or another way we don’t know yet. We would be grateful for any help provided in this matter. Thanks, Usman

639
M
New Voice
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in eSignature
Is there a solution to correct envelopes in bulk

We sent nearly 1,000 sales agreements, each requiring signatures from eight parties. The customer was the first signer, followed by our internal team and management. One of the signers was a manager who has recently left the company, and now we are facing challenges in correcting the envelopes to replace or remove them. Is there an option in DocuSign to bulk correct these envelopes instead of manually updating each one? If not, is there an alternative solution to streamline this process?

213
Hengfeng Ge
Frequent Contributor
J
Newcomer
Jim SellersNewcomer
asked in eSignature
Stopping the pop up tool tips when creating an envelope.

Even when I have gone through all the pop up tool tips when creating an envelope, they still appear with each new envelope. I checked through all settings and don’t see anywhere where these tips can be disabled. It’s very annoying and time consuming to keep clicking on the X to make them go away! Thanks in advance!

4938
H
Newcomer
A
Newcomer
alex03Newcomer
asked in eSignature
"The envelope allowance for the account has been exceeded." in a developer account

I have a developer account which I use to test our Salesforce integration with. I recently started getting the error message “The envelope allowance for the account has been exceeded.” I was under the impression that developer/sandbox accounts did not have such limit but apparently I was wrong. When does this reset or is it possible to increase it?

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A
Newcomer
D
Newcomer
DmuliaNewcomer
asked in eSignature
How to remove sender name and email from DocuSign email body

Hi , We have requirement to remove the sender name on DocuSign email body when we send document for Signature. Is there anyway to remove that Currently in email that recipient receive, The sender name and email is in the email body. Thanks

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M
Community Moderator
S
Newcomer
Shaffer0815Newcomer
asked in eSignature
Auto-generated status of envelope emails

Is there a way to only receive an email once the envelope is completed vs. the status of all approvers who open the document?

102
M
Community Moderator
K
Newcomer
kchart3Newcomer
asked in eSignature
I had a free trial, then got added to a team account, and now it still says I have 0 sends left

I had a free trial account. Then an administrator at my company added me to the company account, under the same email address that my trial account was on. My account now says that I have 0 sends left. But I should be able to send envelopes because I am on a paid account. f

213
M
Community Moderator
R
New Voice
Roger BNew Voice
asked in eSignature
Why is 'Specify Recipients' greyed out?

I can see the ‘specify recipients’ option in settings, but it is greyed out. I am currently on a Business Pro trial subscription. How do I enable these options? Thanks.

605
R
New Voice
J
Newcomer
Joe ManzellaNewcomer
asked in eSignature
How do I resend a document sent on my behalf?

I own an insurance agency and work in an org that has a general contract with DocuSign for signature handling. What permissions do I need to ask my IT team to enable for me to re-send envelopes sent on my behalf? Scenario: I have a central service team that prepares documents for signature. Documents are sent to me and the client at the same time. I am unable to re-send envelopes without accessing each record in Salesforce and using our salesforce integration button. The issue is the time it takes to access each policy(opportunity), navigate to the signatures section, and click re-send. I wish it were possible from within docusign rather than through an API link with my slow-as-hell CRM Why: I delegate responsibility for sending documents, but it is still my responsibility to ensure they are signed. I want to re-send this without having to do 9,000 clicks in the salesforce integration and/or wait for someone else to stop what they’re doing and handle my re-send request. Need: Re-send e

153
M
Community Moderator
C
Newcomer
C ClarkNewcomer
asked in eSignature
Charged even though account cancelled

I have been charged a fee even though I cancelled my subscription months ago. It is now impossible to contact support! Help!

348
M
Community Moderator
F
Newcomer
frank479Newcomer
asked in eSignature
Unable to view or download a completed document

I signed a document using a DocuSign link provided to me and then I logged into my DocuSign account to view the completed document which was there. But when I attempt to view or download the document I’m met with this: {"errorCode":"RECIPIENT_AUTHENTICATION_REQUIRED","message":"Recipient has not passed authentication steps."} If I’m already logged into the account why is it not letting me see it? And why isn’t it not walking me through what other authentication steps are required?

322
M
Community Moderator
A
Newcomer
al.yNewcomer
asked in eSignature
Envelopes and access as an administrator

Can I as an administrator access any of my 30 users' envelopes to download documents and send to a secure location?

273
M
Community Moderator
J
Newcomer
JcolesNewcomer
asked in eSignature
Manage Cases

I have an urgent question and tried to open a case. I have the standard plan but got this error message “Your Docusign plan does not support opening cases. Find additional help resources in the Docusign Support Center or learn how to upgrade your plan to access Support.” I’ve logged on two different devices and get the same message on both laptops. Is there another way to submit my question to get assistance? Also because it is not showing that I have the Standard Plan I can’t use advanced features such as Powerform that I would like to use.

384
M
Community Moderator
Wendi Barker
Conversation Starter
Wendi BarkerConversation Starter
asked in eSignature
Recipients accepting the ERSD even if envelope is view only

Hello! Currently I have enabled recipients must elect to use the ERSD with each envelope from our account. Is there a way to force our member to have top view and accept rather than just checking the box to accept? If the envelope is View Only it does not require acceptance. Our credit union is stating member’s have to accept a disclosure whether the envelope is View Only or being signed. Is there an option I am missing under the Legal section or the Admin section in general for view only envelopes? Or would I need to use the Supplemental Documents option? Thank you for your time! Wendi

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M
Community Moderator
J
Newcomer
JackyWNewcomer
asked in eSignature
add markup tool

I need cross out text in the documents. please help me to add some markup or strikethough features.

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M
Community Moderator
A
Newcomer
Alvin.ClarkNewcomer
asked in eSignature
Accessing older signed documents

I have a document that I need to access that is a few years old. I tried clicking on the link that was sent and it says the link is old and they will send a new link to access the document. I dont know where they are sending the link. I think I did the signature when I was at work for a previous company. The document is a personal lease agreement that I need a copy of.

233
M
Community Moderator
K
Newcomer
kinvieNewcomer
asked in eSignature
Send an envelope without being a signor

Can I initiate an envelope for signature without myself needing to be a signor of the document?

112
M
Community Moderator
D
Newcomer
DavidVVVNewcomer
asked in eSignature
Where to find my Out Envelope?

I should have sent out the Envelope but could not find it in “Waiting for Others”. This is so weird. I have been using this function for years. Is there anywhere to check the system log to make sure the envelope is out? I don’t want to send duplicate envelopes to people for signing.

482
M
Community Moderator
J
Newcomer
JoniSNewcomer
asked in eSignature
Carvana problem

Hi. I’m purchasing a car from Carvana, with delivery on 2/28. My husband signed the documents that had my name on them, and I can’t get Carvana to give me blank documents. They say I have to go thru you. Please help me!!

412
M
Community Moderator
A
Newcomer
AK95Newcomer
asked in eSignature
Date Signed on the Document

How do i change the format of the date before everyone signs the document? I don’t want it to show the exact time whenever the person signs. How do i change it to MM/DD/YYYY so that when someone signs it shows as the date format i want.

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M
Community Moderator
C
Newcomer
crim396Newcomer
asked in eSignature
e-Signature Serial Number

Hello. I am wondering if anyone can tell me once a person e-signs a docusign document and the serial number that is generated underneath the signature, is this serial number unique to that particular document signed? In other words, let’s say a person signs a document on 02-10-25 and a serial number is generated for that e-signature. And the same person receives a different document from the same company on 02-13-25, a different date, and signs the new document on this different date, will the e-serial number generated for the signature on 02-10-25 be the same serial number or will a new unique serial number be generated for the document signed on the different date? I am trying to understand if an administrator who sends out documents can use one signature person’s signature and the same signature serial number, for different document signed on different dates for different documents? Does each new document signing create a new and unique serial number, or can an administrator use one

513
M
Community Moderator
R
Newcomer
rjames123Newcomer
asked in eSignature
eSignature Time Stamp

Hello, I went to forward my envelope to another signer, however, I accidently clicked “sign”. Before I hit Finish, I cleared my signature. Thankfully my signature no longer appears, but the date signed does. How do I remove the date without cancelling my envelope? Correcting the document to assign a new date does not remedy this issue.

172
M
Community Moderator
A
Newcomer
AngelaBNewcomer
asked in eSignature
Permission Profiles: Ability to edit templates - URGENT

How can someone share or make changes when they are not the owner of the envelope? I have created a similar permission as Admin, but it is not working.

326
M
Community Moderator
H
Newcomer
Hfc_blueNewcomer
asked in eSignature
Employee starter form looking unprofessional

I have just moved across to Docusign from Adobesign and was hopeful that I’d be able to set up forms which look professional but I’m struggling. For example, I attempted to to set the HMRC new starter checklist as template (a form I wanted to ‘convert’ into being fillable and signable online) which goes out with every offer pack. I can't get the fillable ‘fields’ when setting it up as a template to match in size etc. Has anyone had these issues or being new to this, am I missing something? Thanks Heidi

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M
Community Moderator
H
Newcomer
HoltinatorNewcomer
asked in eSignature
Power Form Template question

I have a power form where the submitter fills out fields for a contractor to have access to company resources. The form itself has a field for the contractor name, but it is linked to the contractor name that is initially entered in the power form signer information. The submitter doesn’t see the name in the form, but it does appear when the envelope gets to the contractor to sign. The contractor is the 3rd signer. Is there any way to get the contractor name to appear for the submitter?

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M
Community Moderator

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