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eSignature

Have Docusign eSignature questions? Find answers here!

  • 5,166 Topics
  • 15,868 Replies
5166 Topics
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Docusign Employee
Community UserLegacy User
asked in eSignature
Auto-Fill doesn't work even though Data Labels are the same. Is there another setting required?

I want to use Auto-Fill to automatically populate subsequent fields with the same info (e.g., enter SSN once and have SSN on following documents filled in). My Data Labels are exactly the same in the subsequent instances of the field, but they are not populating with the original SSN. They are on separate Documents within a single Template, and we are sending the Template out using a PowerForm link. Thanks for any suggestions.

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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
How can the filename of the downloaded signed document be specified?

I am trying DocuSign for the first time. One issue jumped out at me straight away. When downloading signed documents, the filenames are changed - underscores are inserted. Is it possible to set defaults for the filenames of the signed/downloadable documents?This issue makes it difficult to use when copying the signed file back to its original save location. We use version control, so the signed version needs to have exactly the same name in order for version control to work. It is too time consuming (and prone to error) to manually change filenames back to the original.

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Merging Document error ?

I have several templates i use for different clients. Template A, B, C, D and E. Not all clients get all of these documents. I add A to all clients, but sometimes it could be A, C, D or A, B, E. The all require signatures from two people. so we have signer 1 Viewing Only, then signer 2 for signature and signer 3 for signature. after i have selected templates, sometimes, i get Signer 1, Signer 1(HR Viewing only), Signer 1(Signer) Signer 2(CSM), Signer 2(Signer) Signer 3(CSM). The CSM and Signer are the same person always. (See Screen shot below)When i select next, sometime i am am asked if i want to merge signatures, but other times i am not. Sometimes after i add templates the system automatically merges the signatures and only creates Signer 1, Signer 2, Signer 3. I cannot figure out what the differences are with each of the documents that create multiple signatures, all my templates only have one Signer 1, Signer 2 and Signer 3.We have multiple people using these templates, so w

121
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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Email addresses not checked for accuracy

I sent an envelope to a signer, their witness and someone else to receive a Copy. However, I mistyped the last email address but didn't notice. DocuSign stated that the Copy was received but it wasn't as the email address was incorrect. I only found out because the person who was supposed to receive the Copy never got it, obviously. So I went back to check and spotted my mistake. Does DocuSign warn anywhere that it cannot check the veracity of email addresses?

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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
How do I add a custom domain URL to a link sent in the signature completion email request?

When I upload a document in DocuSign and add a signature field to it and then send it, I have a field called [[Data:QuickURL]] inside my existing email resource branding XML file which is populated with appdemo.docusign.com. I have a valid subdomain (x-x..mycompany.com) that is claimed by my DocuSign admin account. How do I go about getting [[Data:QuickURL]] to point to x-x.mycompany.com and not appdemo.docusign.com?I've added a custom email domain. I've "claimed" my custom domain and verified that the DNS txt and cname entries are live and the email domain works as expected.Here is a sanitized example of the link within the "review document" email that is sent:https://demo.docusign.net/signing/emails/v2-(info removed for security reasons) where https://demo.docusign.net/signing/emails/v2- is the base that I would ideally like to change to https://x-x.mycompany.com/signing/emails/v2-also,4(removed for security reasons)d is the envelope ID. What is is this pa

1001
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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Delegate access to date documents in colleagues absence

Morning allWhat are the options available to allow colleagues to date/sign documents when colleagues are unavailable due to sickness etc.?Thanks in advance.Kenneth

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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
If I set up a document to have an order for signature and one person chooses NOT to sign. Can the document be forwarded to another signer? Since the doc only needs 51% to be valid, can it be printed by me at any point once the required # have signed

If I set up a document to have an order for signature and one person chooses NOT to sign. Can the document be forwarded to another signer? Since the doc only needs 51% to be valid, can it be printed by me at any point once the required # have signed?

1575
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I initiate a bulk send?

I am supporting a client that needs assistance creating a bulk send and have not used this feature before. I understand I will need to import a bulk list, but what is the proper format for the list and how many documents can I add to be sent in a bulk list?

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can you create an envelope with multiple templates?

Can you create an envelope with multiple templates?

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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Can I define that the text (e.g. an address) entered into a textfield gets automatically copied into another textfield in the same document?

I have several fields in the document that have the same meaning. Is there a way that I do not need to type (or copy/paste) each one individually?

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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Please tell me how to delete contacts collectively; I imported an incorrect bulk list. Do I have to choose contacts one by one for deleting all?

Please tell me how to delete contacts collectively; I imported an incorrect bulk list. Do I have to choose contacts one by one for deleting all?

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I "Combine all PDFs into one file" without downloading "Certificate of Completion"?

Previously, I was able to download all documents as one file WITHOUT certificate of completion. Today, all of sudden, even if I tick download "Documents" only, the app will automatically tick the other two options ("All" and "Certificate of Completion") when I tick "Combine all PDFs into one file".Now, if I want to Combine all PDFs as one file, I have to download together with certificate of completion. Anyone else experiencing this or able to come up with a workaround?

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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Docusign email notification subject

I use outlook add-in when i get a document to sign. So i click on sign attachments and it opens up a docusign window where i can then sign and then save. Prior to 31-mar, docusign return emails (After i sign) always had the original subject but after that, the subject now becomes "Please sign this document". How can i change it back? I have different ppl sending me documents for different customers and their email subject to me always have the customer and document number so i know who to route the signed document back to. Now i have no way of knowing and have to open each email from docusign to see whats the document before sending it back to the sender

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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Error Authentication Error The login information provided does not match the account for this envelope. Please try again and login with the same email address where you received this envelope. For assistance, please visit our Support Center.

I have a DocuSign account. I have a business who has sent me a form to DocuSign. In the past, the "review document" link always took me directly to the document to review and sign.Now, I am being asked to sign in to my account and then I get this error message.ErrorAuthentication ErrorThe login information provided does not match the account for this envelope. Please try again and login with the same email address where you received this envelope.For assistance, please visit our Support Center.I do not know what has changed and no one seems to know how to resolve it. The email account is correct.Any suggestions?Wayne

3813
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I prevent someone changing the name and initials of the person who should sign the contract without reassigning the document?

When I send a contract for signature, the person who needs to sign can forward the email to someone else, and this person can click the link change the name and initials of the person who I assigned the contract and sign. My concern is that anyone can change the name of the person and sign the document without me getting notified. I would like to know how can I disable that configuration, if someone wants someone else to sign the contract, they would need to reassign the contract and that way I do get notifications. In the attached Picture you will see and example how I sent the doc to Brian, but Alena was able to click the link change Brian's name and put hers.Hope this makes sense and someone can help me.

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
how can I add a new signature request to a template document, as well as reposition some of the signature request boxes? When I hit edit all I can change is my message and the fields of possible signature requests.

I'm trying to add a spot on the doc that needs a signature that I forgot. I am not trying to add more signers

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
After recieving a notice 'delivery failure' and for the following reason: Auto Responded: Correct to fix email address errors, I reviewed the email address and there was no error. What else could have caused the delivery failure?

After recieving a notice 'delivery failure' and for the following reason: Auto Responded: Correct to fix email address errors, I reviewed the email address and there was no error. What else could have caused the delivery failure?

2231
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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
When somebody is CC'd, do they receive a copy going out or only once its all completed?

Im curious about when somebody is CC'd on a Docusign, when do they actually get notified of the Docusign. Is it only when its completed? I was assuming that when its sent out, the CC'd parties all see the Docusign going out (basically like a standard email) so I was relying on the CC'd parties being aware the Docusign has been sent out. I was just told they only see it AFTER its completed, so the CC'd party does not know the Docusign has been sent and potentially waiting for the signing parties need to sign. Is this true?

7021
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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Does resending an original envelope count as multiple envelopes??

I have resent a lot of original envelopes in the past and am wondering if this adds an envelope to my sent total for each resend or does this count as only one envelope sent for the original one created?

2872
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a way to download ALL completed documents without having to select each individial envelope to download?

I am being assigned a new account and my completed documents won't be transferring with me. I will need to access them in the future potentially.

1441
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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
My Customer & I have received 2 emails each saying their DocuSign document has been voided. The document it refers to was actually signed and completed 1 month ago. How do I get these email notifications to stop?

My Customer & I have received 2 emails each saying their DocuSign document has been voided. The document it refers to was actually signed and completed 1 month ago. How do I get these email notifications to stop?

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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Ho do I add the e-witness feature? Two signatures - two witnesses. Thank you!

Ho do I add the e-witness feature? Two signatures - two witnesses. Thank you!

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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Hey, can I request a re-signature of a document? One of the signers signatures didn't go through? Also, with the personal plan I only get 5 sends a year???

Hey, can I request a re-signature of a document? One of the signers signatures didn't go through? Also, with the personal plan I only get 5 sends a year???

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Docusign Employee
1 year ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Hello, I shared an envelope with a new team member, and they are unable to see it on their manage page. All other team members with the same access can see it. Has anyone had this issue or have any information on what may be causing this? Thank you!

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Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a way for single approver to bulk sign a document in several places and then perform one signature verification? we have the 21 CFR Part 11 compliance version of DocuSign.

Is there a way for single approver to bulk sign a document in several places and then perform one signature verification? we have the 21 CFR Part 11 compliance version of DocuSign.

361
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Docusign Employee
1 year ago

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