eSignature

Hello,we are planning a migration from the sapphire account to the nttdata account.Could the users and the envelopes of the users be bulk exported and imported into the new system?i see the option to download the users but i dont see the option to export the envelopes of the users so they can be migrated as well.Could you please assist with some information how i can do it? Best regardsSchmidt

System isn’t letting me down grade my plan to free. Money was taken from my account that I need desperately to pay other bills. I have no income. I need a refund immediately. The self help isn’t helping me 

Some of our agreements are signed by people who do not have a DocuSign account. How can an account-less signer view the other recipients of the agreement they are signing?  For example, Envelope X needs to be signed by persons A, B, and C. Person A has a DocuSign account, and therefore can log in and see the recipient details of Envelope X: who is signing, in what order, and who is receiving a completed copy. Persons B and C don’t have DocuSign accounts, so the most information they are able to find about the other signers is what is shown when they click Other Actions>View History, under the Recipients field. Thus, Person B is able to see who will either sign or receive a copy, but they don’t know if they are the first signer or the last, and they don’t know if Person C will also sign or if Person C will only receive a copy.  Hoping I’m overlooking an easy solution. Thanks!

Dear Team, I need to send same document to multiple people at the same time. How can i do this please share the steps or procedure.

Hi everyone,I got the Annual Pro plan for one year starting March 2024. I paid 500. It is one seat and 100 Envelop per year.What is that mean ?Is that mean one user and 100 envelop. Now it is saying that I exceeded the limit. I need to purchase one.I have team of 5-10 advisors, which plan is good for us ?

HelloI have a query on document retention Does this start from the document creation date or from when all parties have signed? Thanks Chris Wheeler

I’m trying to create a case for refund request on docusign support, as the video instructed, but I cannot login as dod user ( which indicate email/password incorrect) or login CLM which direct shows unable to login, (plan is not ended yet) this seems going to an dead end.  Wish anyone could help of instruct if any step I missed. 

how to change the date format ? e.g : 02 August 2023

Is there a way to set up the template such that the required signer can designate the optional signers, HOWEVER, if there are no additional optional signers to designate that the required signer can move past this step and fully execute the agreement? 

Upon completion of my document and hitting the send button, I get a message that says “An error occurred” but there is no indication what it might be ??

How do I include my stamp(seal) with my E signature ?

HR sent me an offer letter through Docusign. I am logged into my company account and laptop and it keeps giving me the error “You don’t have permission to access this page.” Please try again or contact your administrator. Apparently I’m the only one having this issue. I’ve tried clearing all my history and cookies on my browser and deleted all temporary files on my computer. I’ve restarted my laptop numerous times. I’ve connected to the company internet, and tried using VPN and turning off VPN. Nothing seems to work and I cannot access my offer letter. Please help me figure this out, I’m unsure of what to do. I’ve contacted HR and IT and they both don’t have an answer for me. 

Hello, is there a way to change the 6 months date range in the search section to another time frame and have the new one be default. I always have to check older agreements and having to swap to “All Time” all the time, is getting frustrating. Thanks!

How can I find old documents I signed in 2021? It looks like I can only go 6 months back 

Hello all:During our busy season (about 4 months) I send out 20-30 envelopes for signature a day. As these are returned, I need to print out the signature page and send it along for the next step. Usually I drag the returned envelope to a folder (Printed) so I can easily see which envelopes I’ve printed and which still need to be done.Is there any way to sort in he “completed” tab so that the envelopes which are NOT printed (ie not in the ‘printed’ folder) are at the top? I’m afraid I’m going to miss something. I do receive e-mail notifications, but - when I get 20-30 at a time, it’s not easy to keep track. It would be much simpler if I could sort the envelopes in the “completed” tab.If this is not something DocuSign is capable of - is there a report which allows you to sort by folder? I didn’t see anything when I looked.Thank you,mr 

Is it possible to sign a document with docusign when it wasnt made by docusign?Thankyou!

I am building a form and have to add the initial tab on every page separately. Is there a way to add them to all the pages at once? The recipient needs to sign them separately, I already know that, but when creating the document there must be an easier way!

I am not receiving any new documents for signatory. I have checked email address on account and that which the suppliers are using? I do not even receive an email to notify me. Can anyone advise on this? 

Hi, I will try to explain my issue as best I can, but please forgive me if I don’t make much sense!!!We use DocuSign for various things and one of them is completing fact finding documents. On the document, there are fields for client one to enter their information and then for their spouse/partner to enter information.When I send the document out, I don’t always know if this person has a spouse/partner or not, so I am sending the document with every field marked as required (I did originally leave the spouse/partner section optional, but no one was filling it in at all!!!). The issue arises when someone doesn’t have a partner and they complain that they have to enter something in each field to be able to complete the document.Is there a way, that when they select that they are either married or have a partner, that then those fields open up? I sort of figured how to do it (I think) but could only do it selecting one option, eg- I could set it to do this is they

Hi my docusign template is mapped so only the recipient can change the textbox. Is it possible to bulk reformat the text boxes to general text boxes so i do not have to go into “Correct” the document and manually delete the text box then re add a standard text box (then copy and paste the text)?

Hi,I would like to create a template for 3 persons to fill data in and sign, but before that happens a fourth person (which is also the sender of the document) would need to fill in a text field, but this person is not a signer of the document. Is there any way on how to set this up that I am not aware of? Thanks,Nadine

The documment says it is complete, but I am the sender and I didn´t sign yet? 

I have created several yes/no style checkboxes configured as - at least one - must be selected.When the user goes the through the document, Docusign take the user through each checkbox with a ‘selected’ flag on the side and one must tab or forward through each checkbox. Is there any way to disable this feature and/or how should checkboxes be configured so as to not encounter this feature.Thank you.

I am a recipient of an envelope.My number for verification is set by the sender as ÷610484******I have been unable to do sms verification.I have requested the sender remove the 0They said they vhanged the number but the number is still appearing with the zero before the 9 digit number.The sender says they don't know wbat is wrong and said I should ask Docusign for assistance. What can I do?

Hello,I am working on the Business Continuity Procedure for my company. Could you please let me know what are the RTO and RPO for DocuSign? Or what should be the expected maximum amount of tolerable data loss and maximum outage time for DocuSign? Thanks.