eSignature

If an organization wants to establish a ‘governance’ hierarchy of ‘docusign’ focal points for addressing the configuring and implementation of docusign -- across the organization, as follows:Tier 2 (head) -- designated at the department level with many Tier 1 focal points (docusign admins) -- signated at divison level) -- and reporting into Tier 2 (head) above -- only for docusign related mattersThen please specify what should be the typical ‘role description’ of each of these levels -- Tier 2 and Tier 1?

Hi!I am new here. I've just created new document for signing.How can I check for myself that everything is ok with my document (every fields at their places, everything is clear what and how to fill etc) before agent sees one and starts to bombarding me with questions (how should I fill this?, what is the field for? and so on)?In general, I would like to see what signer sees and do everything (fill in fields) signer should do before real sending. Yes, and sign in too.Is there some standard option for checking? If my question is standard one of in FAQ please share with me the link where one cleared. And my apologize, I tried to find but got no useful info.

The DocuSign Template Assistant for Word has been a gamechanger in terms of making a fillable template for the sender but I’ve run into some issues that seem minor but I can’t resolve.I’ve created a large number of Sender Fields but as I get more comfortable with the template options I’ve wanted to go back and edit field descriptions, sender field names, etc..  The sender fields are all still “active” in my document but many aren’t in my sender field list for me to edit. Can you re-order the sender fields?  I worked on the more simple fields first and then came back to the ones that were better served by using rules but now the document completion will be all out of order.Any advice would be appreciated.Jody

As a sender, we sent multiple Docusign links for signatures every week. But we couldn’t find signed copies if the contracts were not signed recently. Making our jobs very difficult because we need to pull out completed contracts which were signed before.

In my company we all use various templates from different offices and have variations to some of the forms we share. Is there a way to only have the templates I create to show up when matching templates for envelopes? 

how can i fix this

One of the signee couldn’t able to sign the document.. Can I know the reason why 

Anyone know how to update an outdated title of the signer that appears in Signer Events. (This individual doesn’t have a DocuSign account) Thanks!

I’ve alway set up signing order, but I think we can send to all recipients at once, without a signing order.How is that accomplished?

Hi All DocuSign Expert, My name is Fendri and I am one of DocuSign partner based in Indonesia.I need your advice about one question that come from my customer.Is there anyway to prevent sender (DocuSign user) to send the envelopes outside organization?For example, they don’t want sender to send envelopes to personal email (like gmail.com or yahoo.com).Is that possible? If possible, please let me know how to do it.Thank you. Regards,fendri

Hi I am new to DocuSign, but have completed about 10 PDS signings and everything works well.I would like to know if I somehow can “save” or “store” all my standard contracts in DocuSign and use them when I need.Right now I upload two contracts every time I get an order, but it would be nice if the contracts were already in DocuSign ready to be used and signed. Is that possible? Thank you so much.Best regards Frank

If someone sends me a document to sign, how can I see who else is being requested to sign and where their signature is required?  I want to be sure the correct people are being requested to sign a document, and that their signature is being requested in the correct places on the document.

Hello, we no longer have access to the "Send by email" button...In the Docusign support video https://www.youtube.com/watch?v=6Mg5P-1Kk5w dating from 2 months ago, it appears... (but a user indicates in a comment that there is no longer access either...). Thanks in advance.

Hello,  I’m new to docusign and really like it so far.  Situation: I sent 2 documents for signature in an envelope to 2 signatories.  Both documents required 1 signature from each person.  Only one document came back signed even though the status said that the envelope is complete. Question: What should I have done differently or did I miss before sending the documents to make the 2 documents ‘must sign’ for the signatories? Thank you for your time.  Really appreciate it. S

Hello - I am having an issue where I am now required to manually edit the envelope name when selecting a template.Previously, when a template was selected, the envelope name would automatically update to what was entered into the Subject Line for the first recipient (process 1) of the chosen template, and this was perfect for our business needs.With the recent ?update/changes, even with following the same process of uploading relevant documents and choosing the appropriate template, when we update the first recipient subject line, this no longer automatically populates the envelope name (process 2). Send an Envelope > Attach document (employment contract) > choose relevant template > update subject line (employment contract name - this would then auto generate envelope name) > next.Send an Envelope > Attach document (employment contract) > choose relevant template > update subject line (employment contract name) > update envelope name (employment contract name) 

I recently purchased Docusign as the business owner. I will not be using Docusign myself, but I want my two employees to be able to use it. I have assigned one employee and they can now use it, but I can’t find a way to remove myself as a user and add the 2nd employee. I have tried to update my email address to the employees address and then use the verification code she is sent to validate the request, but it won’t work. And I can’t get Docusign support to help me out. Very disappointing. I would greatly appreciate any support someone can provide. Thank you!

Help! Does anyone know where I can find the bridge letter for the SOC report related to Security and Trust Assurance Packet? The Bridge letter should cover through 6/30/2024. Thanks!

Dear Team-I have sent out a template through a bulk mailing.  I need to be able to print any of the unsigned documents.  Anyone know how to print unsigned documents that have been merged through a csv file?

I wanted to know if the eSignatureReal Estate ($45 per month) plan allows you to use pre-fill tools for templates. Thank you.

old email address no longer exist so why send confirmation code to it.

Is it possible to send a document out to be viewed today, but not allow the person to actually sign it until a later date? a week later?

Very basic contract signature workflow question re: how to...How is an 'envelope' (?) set up for contract signatures, 1st the consultant, then a final signature, pending the consultant's signature? In short, we want signatures in order - 1, 2, 3, etc...Or, is this all in a single envelope, and anybody can sign in any order, but Docusign simply doesn't deliver until all parties have signed?We don't need template, integration or sychronization w/ Google, Slack, MS, or other...

Can i establish user for the third party, so I will be only payer, without any access to any documents traffic?thanks, 

Sender has sent me several loan documents to e-sign, but none of the emails showed up in my Google inbox.  I have checked spam and safe senders.   My email address they used is ok.  Nothing bounced back to their end.  I also tried to access my DocuSign account but they would not accept the access code. On the other hand, my wife got hers ok in her Yahoo email inbox.  So it has to be the Google server or DocuSign does not cooperate with Google???

Hi, is there a setting that allows you to receive an alert when a document sent by docusign has already been signed and sent by the recipient?