eSignature

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? 

Hi everyone, I’ve signed a document a couple days ago, yet I have a problem with finding out whether I’ve used a qualified signature or just clicked “accept” and went on with the process. Is there a way to find out what I did? Thanks

Hey all. I’m new to Docusign and can’t seem to figure this out.I have a template for a simple agreement document. There are blank fields that I will be manually putting new information in (recipient name, package details and price, start date, billing date, etc.).Ideally, I will manually put in all the information, and the client will simply have to click to sign when they review the document.However, I can’t get the information to be visible in both recipient previews (mine and the client’s).I’m using text fields, typing the information in, and setting the fields to “read only.” Still, the client preview is blank.I’m sure this is simple and that I’m just missing something; surely there’s a way for the client to see the information they’re agreeing to.Any help is greatly appreciated! Thanks!

I received an email that an author I know sent me a document to sign on Docusign.  So I created an account.  But I still couldn’t find a way to access the document.  Today I can’t even log in using the account info I just created yesterday.  The site said they were sending me a verification via email.  Never received that.  I asked to resend the code.  Still not received.  I hope this document isn’t too important because it looks like I’m never going to see it.  

I have signed up to a devloper account using the same email as I use to login to docusign How can I undo this ?

Dear all,I am currently using DocuSign to request signatures on a document that requires input from three recipients. I would like to set up the document so that it is considered complete as soon as two out of the three recipients have signed it. Could you please provide guidance on whether this is possible and how to configure it?Specifically, I am looking for information on the following:How to configure a document so that, out of three recipients, only two signatures are needed for the document to be automatically completed.Whether this feature is available with the standard DocuSign functionality or if additional settings or a specific plan are required.I would appreciate your assistance with the methods and procedures to achieve this setup. If additional information is required or if this feature is available under a specific plan, please let me know.

Hello, I ordered it sequentially in the locusign and sent it, but it keeps changing to the simultaneous signature. How do I solve this problem?

Can the creator of the docusign file add another attachment/page to the envelope after the envelope has already been sent for signing and has been signed by a more than half of those whose signatures are required?  

I recently renewed my annual subscription and had to update my payment card.  When I checked my statement, I realized that I had been double billed.  I called Customer Service and they told me that I had purchased an additional seat. Which is not something that I wanted.  When I asked for a refund, I was told that they cannot give me a refund for the double billing but only receive credit for next year.  This was less than 30 days ago and I’m very unsatisfied that Docusign will not process a refund for something that is obviously an error.

I got this “Docusign Submission Failed” when trying to submit ZipForm to docusign. There was no problem before as late as 2 weeks ago. There’s been no change to my Docusign login, or ZipForm login/setting. I have unlinked and re-link docusign again from Zipform successfully. Please help to get this going again.Thanks,

I need to review and initial three options on a “completed” document. How do I do that?

HelloI have formulas that total prices on a templateI’d like to present the result as a price -- ie with a currency symbol up front.I can hack this by adding a $ into the underlying template PDF or doc.. but I’m hoping there is a simple way to tell the formula field to prepend a $ to the number.Thank you in advance-barak

Hello, Is there an option to receive a notification when an envelope is sent by me. Does the receiver receive reminder notifications and how often? T.

Hello!I was sent a contract to sign, that I have managed to sign with the docusign signature. However, there is an obligated “validation field” or “box” that I can not sign with any letters or numbers. How do I sign this?

Our Company deleted a user when she resigned, are we able to view the documents that was sent through her DocuSign or was that deleted along with her profile? 

I have a question about the initial DocuSign screen shown before the form opens. This screen has the heading ‘PowerForm Signer Information’ and requires the new user to input their name and email. Below this, my organization has already placed our preferred department name and department email for receiving these forms from customers.Most customers fill in their own name and email on top, ignore the departmental name and email (recipient) and click ‘Begin Signing’ to safely navigate to the form. Others, bless their hearts, replace the already filled in recipient name and email with something else -- often their own email again -- and then wonder why we never received their form.Is their a way for us to either A) Hide the recipient email so they can’t see it or B) ‘grey out’ the recipient email field so they can see it but can’t change it?Yes, yes, I know, they ‘should’ be able to tell that an already filled-in departmental email for the department they’re doing

How do I replace a page in an existing template?

Hi all,  I see a number of questions like mine but with some conflicting answers.  Question is...if I choose “bulk send” in the “recipients” section of the envelope, will any recipients be able to see the names of the other recipients in that bulk send.  We have a document that we need signed by about 60 people, but our intention is not to share the names of the 59 people with the one viewing their individual version.   Thanks!

Is it “DocuSign” or “Docusign”?I’ve seen both and would like to know what the official branding name is for this software.