eSignature

I need to map 1000s of documents in many languages on a regular, continual basis, and while similar in nature, the documents vary widely in format, so fields are named differently and are positioned in different places.  Because the documents are intended for paper signing, check boxes and radio buttons can sometimes be simple lines, or may, or may not require initials, and the number and names of signers differ widely. I’m trying to understand if IDR could help in some way with that.  Does it consider the text that surrounds field-placement?  What does it actually learn when I place IDR fields?  Does it consider where I have placed fields?  How do I tell if it’s working?  What specific operations are used to enage/disengage it? The documentation seems pretty minimal, in spite of this feature being around for a long time.  Thanks for any info anybody has!

I am trying to fulfill a business partner request to create email messages referencing other recipients.  I know there are ways to write the [[Data:Recipient Name]] but it is different from using an ECF.  Does anyone have a cheat sheet that has all the hacks you can use in the verbiage of email message when using multiple recipients and specific email messages as you progress through the workflow?

I have a situation in which a team of employee users are going to help a new user set up approx 185 envelopes, each setting up a portion.  The crucial thing is that all the envelopes must appear to come from the new user. Normally, I would simply set up the team with Shared Access on her account and have them create the envelopes from within her account.  However, in this case, the documents to be sent live in our document management system - NetDocuments.  Net Docs integrates with DocuSign, but the process begins in NetDocs by selecting the documents and pushing them to DocuSign.  The resulting envelope is placed on the account of the person doing the selecting/pushing. The only thing i know to do is to have the team create the envelopes, but save them as drafts instead of sending them, then transfer ownership to the new user, access her account, and finish sending them.  My concern (beyond the fact that this is extremely clunky) is that someone will inevitably hit Send rather than sa

Hi All, Can you please help me how can I change behalf of name that comes with docusign.  

When I renew my account, after a lapse, will I have access to all my previously signed and generated documents? C***@****4H****.com

Hi all,I am wondering whether a summary certificate is required for authentication of a DocuSign signature? This is to understand whether retention of the entire package received after signature is necessary or not and whether a pdf containing only a signed document can be legally binding to its full extent. Thank you for the clarification.

Hi, I have a question - is it possible to see on the original envelope sent where multiple recieptents  where allocated within the documents to sign?

After obtaining 2 original signatures, we are unable to recirculate form for the final signature.  We are being told we need to grant permission to edit and sign….but completed doc appears to be locked?

Docusign used to be so easy to search for signed agreements.  Now it has changed and no longer searches for my keyword.  Has anyone else seen this change, and do you have any tips for finding a Completed contract? Thanks!

Thanks to everyone who joined @sofian_solusign yesterday for event Ask the Expert: Building Templates. In the session, Docusign template expert Sofian Saoudi highlighted the role of templates in streamlining workflows and achieving full automation.Key takeaways: Importance of Templates: Templates are the starting point for effective workflow automation. Manual Workflow Challenges: Without templates, creating, uploading, configuring, and customizing documents are highly time-consuming tasks. Automation Advantage: Templates allow for much of the workflow to be automated by including recipients, fields, documents, and envelope settings. System Integration: Integrating templates into systems like CRMs and ERPs enables full automation of document processes. Ultimate Goal: Embedding templates into daily applications ensures seamless automation of creating, sending, tracking, signing, and storing documents. Sofian underscored that everything starts with the template, making it the fou

Hi,Hoping someone might be able to help.I’m trying to set document visibility, added the recipient as signer and checked the “ Recipients must be signers to view signed documents”. also added a field for the person in the file. however, the visibility is blocked. can’t be edited.Please advise.  

Hello,  I do not have the option to adjust where my Envelope ID is placed. I’ve followed the support step, but the option does not appear. I have a paid version of DocuSign. Can anyone advise here? For reference, below is an image of the support information showing where this would be. Underneath is a screenshot from my account. Thank you.  

We have signed and completed ALL fields, but there is still red around the some fields, even though they have been completed.  This is preventing us from Finishing.  

The envelope signer e mail address has changed. How I can avoid, to get for a new envelope the suggestion with the old e mail address? Because otherwise I choose the old address for the signer by mistakte. 

When placing a text box into a template why does a second text box auto-populate?  I have a template that has one area for student and one area for parent and addresses or emails can be different. However, the text box in the student area auto-populates in the parent area.  How can I fixe this 

Hello.  What is the best practice for an educational institution that needs to obtain a student’s signature on a DocuSign form that also requires a co-signature by a representative of that institution? There does not seem to be a bulk signature option when multiple documents need to be processed.  Does anyone have any suggestions about how to address this need most efficiently?Thank you.

Hello,I would like to know if DocuSign's digital signature feature works differently from the eSignature feature. Additionally, I would like to confirm if the Business Pro plan is limited to 100 envelopes. thanks,Rishi 

So sometimes, I receive a notification email that a document I sent out (I’m not the signer) was voided. How do I disable this notification email (on documents for which I’m not the signer)?  

I have to send a file signed with Docusign to one of my clients, who will then add their stamp onto the file via Adobe Acrobat. When I send them the file, they tell me they cannot add the stamp since the document has been protected by Docusign automatically. Is this normal behavior? How can clients add their Adobe stamps onto Docusign issued files? P.S: I usually download the signed file first, then attach it onto an email to the clientsMany thanks in advance

Hi, I need to add the phone number field to a template, something like (###) ###-####. I have tried to create a custom field, but to no avail. Can anyone help me? TY!

If you have more questions or comments about today’s Ask the Expert session with @sofian_solusign ! Please add to this thread! We want to ensure we can address your questions, as there were more questions than we had time 😀 We will also add the recording link here! 

Hi all - has anyone had an issue when using the option to Sign a document in that you cannot use a another signature other than your default signature? Some of our colleagues are experiencing this today, (but apparently there was no issues earlier in the week)? Thanks

Does anyone know how you can retrieve the usage data on the eSignature Business Pro plan?  We would like to monitor how many envelopes were used and remain for our current billing cycle. It would be very helpful if we could get this from the Admin Console.

I have submitted a signed PDF document but it has been rejected because it contains the incorrect type of digital signature.  I have been informed that they can only accept an Advanced Electronic Signature (AES) or Qualified electronic Signature (QES).  they do not accept other types of electronic signatures, including simple Electronic Signatures.  Can you please advise how i make my signature a AES or QES?Thanks 

Hello,our organization has a custody transfer rule where, on completion, templates from a specific group transfer ownership to an individual user so that they can view the form data. I have setup shared access between this individual and another user (with sending privileges) so that if the person is away, the other user could switch access and view the form data. Both of these individuals are in the same group, the user who takes ownership is a DS Admin, the other person is a DS Sender. However, if I'm logged in as the user that is not in the custody transfer rule, and I try to switch access to manage envelopes as the user who is in the rule, I still can’t see the Form Data. Is this expected behaviour or is there a way to get around this? Do both users have to be Admins? I noticed that I can’t add the 2nd user to the custody transfer rule, it can only go to 1 person.Thank you!