eSignature

Is there a way to customize the bulk upload template to include a mailing address? So that the envelope says:Nameemailmailing address 

We are facing scaling and page size issues when DocuSign automatically converts Excel files to PDF format. To provide a clearer understanding of the problem, I've attached a screenshot illustrating the exact issue.Despite both sheets having identical page settings in excel the page size in converted PDF is not same for all the sheets Our analysis and research have revealed that page scaling is influenced by four parameters: fitToPage, fitToHeight, fitToWidth, and Scale. We've diligently experimented with various combinations of these parameters within the Excel sheet XML, but unfortunately, the issue persists.Attaching the demo excel file for better understanding. If you uplaod this file in excel you will see this issue.Anyone facing similar issue?

  Why can't I find the settings tab? I want to access the settings tab, what should I do?Please answer me….

HelloI sent out an envelope asking 2 person to sign. One of them did, still waiting for the other one to sign. If I click the resend button, will both of them have to sign again? Or just the recipient who did not sign yet? 

Hello Folks,I would like to confirm if it’s possible for some clauses to be inserted “on the fly” during the signoff and pdf document generation? The reason I am asking is recently I signed a services contract with a consultancy firm and magically two clauses appeared in the generated pdf but they were not there when I was reading the contract Has anyone seen this before? If so, that’s very unfortunate. The clauses that were inserted were kind of “draconian” of course as I would never agree to them.Thank you.

Hi AllI am looking for a solution for our Resort to allow for electronic signatures on a printed receipt when guest are room charging. The challenge here is that the customer must sign at the point on the transaction being completed on the iPad. Having staff carry printers is not a feasible option. It is possible to have the Point-of-Sale software being used to print PDF versions of the receipt which will the open automatically. The sticking point is being able to all allow the customer to sign either with their finger or touch pen carried by staff. Once the Guest has complete and pressed submit or confirm the document is then emailed to pre-defined email address, where all the receipts can be collected by accounts and attached to the Guests room account.  At present I have not been able to find a solution which can complete the last 2 steps seamlessly. Any suggestions or advice on solutions that can setup using DocuSign would be greatly appreciated.   Regards

I have a signer (the 2nd in the signing order) who says they cannot see the full document, but only portions of the document. The first signer can see the entire document. I believe it is something with the signer’s system, but I don’t know how to troubleshoot with them. Any ideas?

When I send an envelope, is there a way to only get specific page(s) sent back to me?  For example, I need to send an employee handbook to be read by the recipient and sign a document.  I only need the signed document sent back to me after being signed, not the entire handbook that the recipient read. 

Is there a simple method to combine multiple DocuSign documents into one template without the use of Rooms?

Example use case would be if I want to send a document to another company’s entire CSM team. Each member of the CSM team should be able to view or in some cases sign it. How can I do this? Obviously their signing group won’t show up in my directory and there is no email associated with that signing group as a whole, only the individual members. Even if I could add an email address manually (for example let’s say their team has a shared email inbox such as: “entireCSMteam@example.com”) then there would need to be shared access to a DocuSign account with that email address. I would rather avoid a shared account.Thank you!

Hello Everyone,I am getting the following error while trying to initiate a new document to be signed -“An error has occurred. Your request cannot be processed right now.”Can someone please guide

I’m Just looking for a simple way to look at the “Ball-In-Court” for pending signatures.  Is there a quick tool or report that shows who or which signer is still pending signatures and to which document?  without having to look or hover over each “Waiting for Others” hyperlink to see which recipient still needs to sign.  

In my template I need to use the text/name field in the middle of a paragraph.  But the length of the text/name will be different each time I use the template and will either overwrite the existing paragraph text or will leave space between words where it isn’t needed.   

I have a QR code that I will link to a 2-page Fillable PDF. (I already have the fillable PDF completed)Users would access the PDF from the QRCode and fill it out, and electronically sign the PDF.Once complete, the 2-page completed PDF will be emailed to my email address.If this can be done, can you please point me to instructions on how to do this?Thanks, Mike

Is it possible to attach other documents such as PDF and Word documents not needing signatures to the email with the DocuSign document?

So, I misspelled a recipients name one time and now it auto-fills when I start typing it in. The email still shows up correctly which is not good because it actually gets sent to the recipient with their name spelled wrong. How do I delete the bad one?

Does anyone know how to increase the amount of time a user can remain logged in to DocuSign (via Chrome)?  It’s set at a few minutes now, so when I’m working I’m logging in to DocuSign multiple times, it’s getting annoying.  Thank you!

Hello,I’m filling out information on a envelope, and marking as “read only”. When the signer or people who just received a copy open the document, none of the information is showing, so the form appear to be blank.How can I fix it? 

As an admin, am I able to open an envelope sent and signed by other users in my organization? If so, please let me know how. Thank you in advance for any help!

I have just been using the trial to sign documents and assumed they would be online. Do they get deleted?  I am missing documents that have been completed. Is there a way to retrieve them?thanks 

Under my personal license which is part of a team subscription I keep on receiving the following message when I prepare an envelope in DocuSign to send:   Something is wrong with my license only as other team members don’t receive this error.How can I fix this?Thanks for the help!

Is there a way to have the app stay open longer before it logs you out for inactivity?

How can I set the default for the signature to have the box around it.  I selected that option in settings but it does not populate when signing on a computer but it does populate when signing on a mobile device. 

If I need more envelopes for an special event. Can I purchase more envelopes?

I just activated my account, I tried to add an admin.  When she got the welcome email, she enters her email and says she does not have an account.  Anyone have this issue?