eSignature

Hi everyone,I hope someone can help with my question about removing a document from an envelope.When I send a contract to be signed, I have to include an internal request document that outlines the contract details and the reason for the signing. This document needs to be seen by our company signatory but should not be sent to the other party.Is there a way to set up the envelope so that the internal information document is automatically removed before DocuSign sends it to the contract to the other party? I’ve looked into it but haven’t found a clear solution.Thanks!

I am brand new to DocuSign.  So, I want to create a template for a retainer agreement.  I will send it to many different clients.  I need to change the client’s name, address, matter, and salutation on each agreement.  Is there a way to do this once the template is created.  I thought I could leave the spaces blank on the template, and then type the information in a text box for each agreement.  This did not work.  When I sent it to myself, all that I have typed in is still in a yellow Field Box.  So frustrated.  I wanted to do this after I created the template.  I don’t want to keep creating a template for each recipient.

Hi all! Is it possible to manage actions of the carbon copy recipient, in particular stop the ‘View certificate of completion’?I need the cc recipient just to receive the email(when the envelope is competed) with the signed document(s) attached into it, and that’s it. Thank you in advance

I have 300+ purchase and sales agreements to send. I got familiar with the bulk send feature, including prefilling pertinent information with the CSV file.HOWEVER, in my case, each PSA needs to have a unique attachment appended to the PSA. A map with unit 1 circled needs to be appended to the unit 1 agreement, unit 2 circled needs to be appended to unit 2 agreement, etc.I have the documents with each iteration already created (circles applied), but I’m really hoping there is a way to automate this without having to manually assemble each package.

Am considering use of Powerforms for high volume business use case, so just trying to understand what action determines when a Powerform gets included into the envelope count.Is it triggered and counted as an envelope if they eg. just follow the URL link to the landing page where the PowerForm Signer Information becomes visible but then go no further.Or is it only once they have selected and activated under the “Begin Signing” button on that landing page that sees it included under our envelope count.

I start an envelope from the “Manage” option on the menu on top. I select an existing template and when I get to advance edit, I add a new document from template. Once I finish completing all the names, adresses, email subject and message, I click Next. But in the overview of my 2 merged documents some text boxes are missing. I check the original template and everything is in there. How can I fix this?

Hi all,  I am trying to access me bills from 2023, but my account doesnt show the billing history. Any idea on how I can find them? Thank you 

Can docsign be used to sign scanned documents with manual mark ups? 

Hi,How can I set only the date and NOT the time. I spent so much time to figure it out, clearly was not able to :)My Boss, would prefer only the date and not the time. Thank you in advance for your help. 

Good Morning!  I am somewhat new to DocuSign. When I upload the document and go to advanced options, it has a lock that is greyed out and says “Contact your administrator to enable recipients privileges”. Does anyone know how to enable them? I am the administrator for my account.  Thanks,    

Is anyone else experiencing some discrepancies with the SMS Authentication process of signing documents electronically - we’re seeing these today for the first time it seems:In other cases where it is received, some (not all), the sms is being received as  ‘from’ 0432 344 240 with standard text “Your OTP is...” in place of the expected: ‘from’ DocuSign with standard text “Your DocuSign” authentication code is...” Some instances a mobile sms for a one-time password isn’t being received by the user; and then multiple attempts later the exact same mobile number will receive the sms - but it’s taking some users 4-5 triggers

 Sometimes I get an email from docuSign with the signed documents attached and sometimes I need to login to retrieve the documents to download.  How can I set it up so the client ALWAYS gets a copied emailed to them?  And if it matters, I’m under my brokerages umbrella of users, so it is something they’d need to “turn on” because I can’t find the option anyway on my dashboard/ profile / settings. Thank you !!!

"The specified envelope has duplicate recipients." This is my error message, however I need 2 people  to sign 10 separate documents twice, but they can’t sign first. What can I do? Thanks

Hi,We currently have several departmental accounts using shared departmental emails who each create and edit their own templates and power forms. However, we are going in the direction of having all public facing accounts use SSO or MFA, which means having individual designated Admin for each department for this purpose.We see that the Display Name for any account can be changed so that emails show as coming from, say “AMDA Records via DocuSign” rather than “John Smith via Docusign”. But we also do not want an individual departmental user receiving all the notifications (voided power forms, student who reply with questions, etc) for the power forms they have created, but I do not see a way to have those go to an alternate email address aside from that of the logged in user. Is there a solution to this? Thank you

Example: 12345 entered into a field would convert to 12,345. Ideally it would do currency and adjust to $12,345

I want to export a complete recipient list along with names and emails addresses. Can someone help me?

Anyone else getting Server Error and unable to get into DocuSgn to send envelopes?

I have an envelope with 6 separate documents that I have had signed by my clients. When I try to download the files onto my computer, Docusign says it’s downloading 6 files, but when I open the zip file on my desktop, it always leaves out the first file, and only downloads 5 files.  This has happened for a long time, but Docusign used to send me the files as attachments on the “all done” email it sent me, and from there I could download that one file individually. But now, it seems Docusign doesn’t attach the completed files to that email anymore. Any suggestions?

All of a sudden when I copy an envelope and delete the document and add a new one, the old document name still comes up as the envelope name.  In the past it would always re-name the envelope based on what document I uploaded…????

Could you please help me to clarify a doubt, if a person sends me a document to sign it through docusign and if I miss the time to sign it, sending it again consumes a signature license of the person who sent it? 

Is it possible to add a Schedule to an already signed document? For instance: a purchase agreement in which the proof of transfer of the price shall be attached, but the price will not be paid unless the purchase agreement has been signed.  

Good afternoon, I am contacting you guys with a question looking for an explanation as to what the term ‘completed’ in blue actually relates to.In our business we require all E documents to be signed. When this is added does this mean that the individual that has signed the document has actually signed it?some documents we receive from you system has a copy of the signature that was submitted.just looking for more clarification on this to help us understand it. thanks in advance. Stuart Aegon

How do I find list of documents that were singed in certain period. I am looking to download the list for last 1 week as we spotted some mistake in document and want to rectify affected parties?

Due to a recent staffing change I need to update an email that was sending on behalf of one of our VP Offices. The email being used was a personal email and that person has left our organization and we have no access to their email. I’ve created a new user but don’t see how I can swap it out for the previous email. We’d like to keep all historical envelopes in tact as well.Any help is appreciated.  

The envelope I initially sent on the 21st of January was voided just recently. I wasn't able to keep track and missed the date it was to lapse.Is there a way to un-void it?Only one signatory was able to sign and upload a couple of documents. I need to download those documents with the "VOID" label.Thanks in advance for any suggestions or ideas that can help me here.