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Have Docusign eSignature questions? Find answers here!

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4598 Topics
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Docusign Employee
Community UserLegacy User
asked in eSignature
Cannot see Merge Field in Docusign Envelope template set up. How to fix?

When setting up the Docusign Envelope template for sending signature from CPQ Quote object, I cannot see the Merge Field arrow so that I can set up the merge fields to display on Quote template and write back to Salesforce. (See screenshot).

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Why changes the timestamp in previously generated PDF documents when the timesetting (in settings) is changed. Shouldn't PDF files be non changeable to this matter?

It was noticed that the DocuSign certificate used time zone US pacific Time (US and Canada) for documents. This while the account was set to “Same as my computer's time zone” (Time zone Netherlands). As a result, it appeared as if the document had been signed at 03:54 (five to four in the morning).After further searching in the settings of my DocuSign it turned out that when I clicked on “specify time zone”, there was automatically time zone US pacific Time (US and Canada), the time zone that was on the certificate. After adjusting this time zone to Dutch and logging out/logging in, the correct time zone is placed on the certificate. But it seems to me a little bit strange that the previously generated certificates with the US pacific time (US and Canada) have now been changed into the Dutch time zone. This means that when changing the settings, the original data of existing certificates will be adjusted. Which may also mean that if the time difference between different time zones

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do you access the Document Visibility feature?

How do you access the Document Visibility feature?

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
It's not available to enter and view the document when I click the "Review Document" in the email with attached error message.

It's not available to enter and view the document when I click the "Review Document" in the email with attached error message.  I was able to view the document but not working now. How can I fix this?

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a way to add more singers to a document that is already circulating for signatures? Thanks.

Is there a way to add more singers to a document that is already circulating for signatures? Thanks.

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How does Powerforms work?

How does Powerforms work?

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have approximately 300 contracts to send to clients and would like for them to DocuSign but I can't figure out how to do this.. I also have to send invoices with contracts. Can anyone help me?

I have approximately 300 contracts to send to clients and would like for them to DocuSign but I can't figure out how to do this.. I also have to send invoices with contracts. Can anyone help me?

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Bulk download combined documents (with date filter)

I'm looking to bulk download combined documents, preferably using a date filter. I'm working from the Completed Quick View on the Manage page. I currently have to click the download button on each item: And this pop up displays where I then have to select Combined and Download. I'm able to filter the results on this page and I see an Export as CSV option. Is there a way to select all the docs and bulk download as Combined?If not, how do I open an enhancement request?

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to automatically populate a document with multiple custom fields from .csv

Hi DocuSign community - I need to create a document which is sent to a large number of customers, which is both populated with various information customised for each individual client (address, chosen product, representative name, etc), and sent to all clients in bulk.I'm hoping there is a method where I can pre-populate various fields within the document itself with data drawn from a .csv - presumably this is possible using custom fields and/or data labels, but I'm struggling to find the solution.Any help would be appreciated. Thanks

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Hi, I've got an envelope which is including 21 signer in it but I want to resend this envelope again to just one signer. How can I do that?

Hi, I've got an envelope which is including 21 signer in it but I want to resend this envelope again to just one signer. How can I do that?

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
A recipient I send to twice a month has a new email address. When I type in her name her old email pops up. How can I update the popup to be her new email? I've sent her documents with her new email, but it doesn't pop up ever. Thanks.

A recipient I send to twice a month has a new email address. When I type in her name her old email pops up. How can I update the popup to be her new email? I've sent her documents with her new email, but it doesn't pop up ever. Thanks.

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How long does a DocuSign link last before it expires ?

How long does a DocuSign link last before it expires ?

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I included the signed documents into the automatic DocuSign completed email ? I have tried to change it on settings however its still just sending a link to view the signed copies.

How do I included the signed documents into the automatic DocuSign completed email ? I have tried to change it on settings however its still just sending a link to view the signed copies.

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Signature not visible on completed document/envelope.

Has anyone had any issues with a signature not being visible on the signed/completed envelope document? We have an envelope that is going to an individual outside our organization; he can sign and the signature id is on the document, but not his actual signature. All other users' signatures are visible and no one else is having any issues when using the same template. Since this person is outside our organization, I have no way to know if he could have uploaded a blank signature or not. It does not seem possible to add a signature with blanks.

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have an envelope that has been signed manually instead of through DocuSign. How can I complete the envelope without voiding it?

I have an envelope that has been signed manually instead of through DocuSign. How can I complete the envelope without voiding it?

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can you revive a void document if other parties are still needing to sign without resending it to everyone?

Can you revive a void document if other parties are still needing to sign without resending it to everyone?

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Review by one person then after review and approval send to a separate person for signature

Hi - I have a document that needs to be reviewed and then approved by one person, then sent off to a separate person for signature. Is there a way to do this? Thanks

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Do I need a license for DS Viewer Permission Profile

Do I need a license for DS Viewer Permission Profile

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Hi, I'd like to know how is it possible that if I foreword the email with the request to sign a document that my account received to another e-mail address., this last one can sign with my name. Someone else have the some problem?

Hi, I'd like to know how is it possible that if I foreword the email with the request to sign a document that my account received to another e-mail address., this last one can sign with my name. Someone else have the some problem?

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Where can I find instructions to send clients on how to electronically sign a document? I am hoping to find a PDF that I can screenshot and text and I am hoping to get the instructions in both English and Spanish.

Where can I find instructions to send clients on how to electronically sign a document? I am hoping to find a PDF that I can screenshot and text and I am hoping to get the instructions in both English and Spanish.

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible to allow two signers to complete the same field in a document? I don't mean that they both complete the field, I mean that either person A or person B completes it.

Is it possible to allow two signers to complete the same field in a document? I don't mean that they both complete the field, I mean that either person A or person B completes it.

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a possibility of auto-escalation to department General Manager in DocuSign for expediting SAP/other change requests. This is required to resolve the pending requests in DOCUSIGN system. Is there a way to delegate the requests to subordin

Is there a possibility of auto-escalation to department General Manager in DocuSign for expediting SAP/other change requests. This is required to resolve the pending requests in DOCUSIGN system. Is there a way to delegate the requests to subordinates?

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When sending an envleope to 3rd party, can the 3rd party reassign the document to someone else for signature? Or do they need to ask me to change it on my end?

When sending an envleope to 3rd party, can the 3rd party reassign the document to someone else for signature? Or do they need to ask me to change it on my end?

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can a 3rd-party auditor verify DocuSign-signed documents printed on paper?

Is it possible for a 3rd-party to simply verify the authenticity/legitimacy of the DocuSign-signed documents by looking up the "Envelop ID" or other alphanumerical identifiers that appear on the printed document?Can an auditor go to a website or a DocuSign portal to type-in the alphanumerical "Envelop ID" or other identifiers that appear below the DocuSign signatures to see that these are indeed real? The auditor simply wants to select some random samples to check and make sure that the printed pages of the PDFs are not some elaborate graphic creations by an artist.

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C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I download all completed documents from a bulk send at once?

How do I download all completed documents from a bulk send at once?

1
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Docusign Employee
1 year ago

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