eSignature

I am trying to change the “sender” of the email when an envelope goes out. I know I need to edit the resource file, which I’ve done many times before, but I cannot locate the “SenderName via Docusign”.There are only two results returned when searching ‘via Docusign’ and they are for account admin activation. Is there somewhere else to locate the email sender in a different resource file?

Hello,I am finding different opinions when asking this question, so I need to clarify..When I set a recipient to “Needs to View”.. do they get a copy of the completed document once finalised? Thanks

Signed up for free trial minutes later I get a message your free trial has exspired

I am created a new template and want to upload a file from and existing template but there no option.  I am unable to find a setting to allow this functionality. 

Hi There,My boss is on annual leave and I’ve delegated access to his No.2 to sign in his absence. Currently the No.2 can not see anything listed for him to sign when there are a few things that should be visible. Can anyone help?

Can I send the Envelope link via whatsapp?

I am looking for some help in getting contracts signed without knowing all the names and email addresses of the signers.  I believe this feature is called Conditional Routing.  Here is an overview of the two use cases….Use Case # 1 :  I am sending contracts that require multiple signatures.  I have the names and email address of the primary signer, but I need the signer to provide the name and email address of the approver.  I want DocuSign to forward the document to the approver for signature before returning it back to me with both signatures?   Use Case #2 - I want the signer to enter answer a question on the form (Married or Single), and depending on their answer it would require another field to be completed.  The other field would be the name and email address of the approver.  I want DocuSign to then forward the document to the approver for signature before returning it back to me with both signatures.   Finally, how do I know if my license has this feature?Thanks for your help.

Docusign has returned the document as two seperate documents, one with each buyer’s signature.

Hello good afternoon community, I wanted to ask you a question, when I upload a document to docusing to sign it, several receive it well and sign it, but when it finishes I get the document with some blank parts, I wanted to know if there was any solution for this

hi all!I’ve created a template (with matching option) and I am having trouble with adding 2 Recipients with the Specify Recipient option.Here is my use case.There are 3 recipients:DocuSign Sender: knows the name and email of Recipient #1Recipient # 1 is the only one who knows the name and email for Recipient #2Recipient #2 is the only one knows the name and email for recipient #3Recipient #3 is the only one who will be signing the template. I was able to set it up successfully with only 1 recipient with Specify Recipient.  I can set it up with the 2 Specify Recipients, but when i try to send it, it’s requiring me to enter the name and email for Recipient 2, which I need Recipient 1 to enter.Any suggestions?

Does anyone know how I can make tick boxes a required field?

New user with a quick question on a template.  I created a template with a customer section at the top for them to fill in and signature area at the bottom.  The template is a contract used annually by 200-250 clients.  There is a middle section where we need to enter price, deposit amount and terms different for each customer.  Can this modification happen within docusign so the remainder of the template does not change?  If I modify every contract in say word then re-import I will have to reenter all of my fillable fields.  Thanks for any help. 

Hello I am trying to send a bulk envelope to our staff and when I add their names and email addresses to the sample upload spreadsheet is is giving me errors and asks me to complete Role 2 name and email - the sample CVS sheet is different to what I was expecting to have opened. Is anyone able to assist?Caroline 

Hi All, I had an interesting question from one of our departments this past week. Is there is setting within DocuSign to prevent lets say a google search from returning the Powerform URL in the search? For example, a student searches for course action form and receives the Powerform URL for a course action form in the search instead of the form landing page. Thank you! Rachel Sligar

We have multiple users sending docusign envelopes from Salesforce and, ideally, each agreement would be sent from an org-wide email rather than the individual user’s email?  I see via Shared Access that it is possible to send on behalf of another user, but I can’t find information on if this works from Salesforce and, if so, how.  Any info would be appreciated. 

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality.What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview. Any questions

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality.What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview. Any questions

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality.What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview. Any questions

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality.What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview.  Feature demo

is DocuSign down its not letting me set up ad send an envelope 

how to DETACH an attachment. we attached the wrong document, need to delete the attachment.  How do we do this?

Dear Teamcan you help to share steps or document to change session timeout for one user. from admin portal i can see minimum timeout session is 20 minutes, This cannot be changed to one single user but org change is possibleCan you help me to change session timeout for one particular user 

Hi, I recently had a contract signed by two parties. However, the date signed for the other party is in date format DD/MM/YYYY and mine was in MM/DD/YYYY. Will this contract be valid in case of needing to go to court? Or should I have the client resign in the correct date format? Which I’m not sure why their date format is like that since I had it set as MM/DD/YYYY. 

We reactivated the user’s profile hoping this would resolve the issue, but it did not. We also sent this same envelope to another user and it was received by the second user.

If I am remitting an envelope that requires a designated individual to sign on behalf of the entity (i.e, M Jones, President of ABC Co.) WHAT names goes in the “recipient” field for the envelope delivery?  I always ensure the signature line is updated to read: ABC Co by: M Jones, President with the intent that M Jones would click and sign. ISSUE- sometimes my completed docs come back as intended (M Jones) and sometimes they come back w. ABC Co as signature? I list the ENTITY as recipient on all and no clue why it only happens on some? Does the recipient have to designate OR is something I am doing wrong on my end? Help??thanks