eSignature

Good afternoon,  I’ve just signed up for the eSignature Business Pro plan and when I am attempting to add a new user by going into Settings → Users → Add User, the “Add User” button disappears as the page is completing the loading process. A message popped up for a brief second wrapped in a yellow box that said something about adding a second admin account and that disappeared as well. I’ve added the screenshot I was able to capture.  Why do both of these items disappear when the page fully loads?

I've been told if I upload an editable version on the tax file declaration form into docusign it populates the fields that need to be filled in by the employee.I can't find an editable version though. Does anyone know how to do this?

I am new with DocuSign, but have a question, in the past I've told people that we should not accept our documents that customers sign using the customer's DS account.  For instance, we mail or email a document for their signature, and they use their DS to electronically sign it.  I have not accepted those because I was afraid that, in the event of a dispute in the future, I might have problems obtaining the audit information from DS since it wasn't my account.   am I right to take that stance?

I have the standard (£240/yr) plan and I cannot enable witnesses in Sending Settings. Help please!

How do I change the email that I use to log into my account? I have tried through profile settings - it sends a verification code to the correct e-mail address, but when I enter the code an error message pops up. I have tried logging out but no luck,

Hi there, I have never had this problem before, but now, I can’t move the signing box on the page to the position I want.  Normally use Apple Pencil but nothing works, it positions on the page and unmoveable.  

Bom dia! Gostaria de saber a possibilidade de alterar o nome e e-mail dos contatos salvos em nossa agenda de endereços. Possuímos muitos colaboradores que comumente trocam de endereço de e-mail e causam uma confusão pois não conseguimos editar ou excluir o e-mail antigo e acabamos enviando documentos para e-mails incorretos ou que estão em desuso. Além disso, gostaria de ver sobre a possibilidade de compartilhar minha agenda de contatos com outros usuários do docusign para que não precisem cadastrar todos os e-mails novamente à medida em que precisem enviar envelopes, pois isso gera um atraso que poderia ser evitado. Desde já, agradeço. Atenciosamente, Dayane.   Good morning!I would like to check the possibility of changing the name and email of the contacts saved in our address book. We have many employees who commonly change email addresses and it causes a confusion as we are unable to edit or delete the old emails and end up sending documents to incorrect or disused adresses.Further

I would like to send a Bulk send with customized documents for each recipient. Is that possible? If not, could I share a standardized document and add a custom field to the template which would be populated by info that I add to the bulk CSV upload?

If i create a template and share it with other users, I am notified of its completion along with the document itself. Is there a way to prevent this happening? I am the admin and want to create templates to share with my user groups and not have them alter them, but for internal compliance purposes I should not have visibility to the completed documents themselves. 

We are a Non-Profit looking to streamline the process of visitors signing a Hold Harmless Agreement upon entering our facility.  I am looking to see if DocuSign has the correct format for us where we can upload a document and have multiple people sign the form without uploading it again and again.  Most forms will be signed in person but some will be sent in bulk groups.  Could someone assist with describing this process before we commit to the program?

I can no longer find the Manage documents tab that I used to find under ESignature when I log in.   

I have a business pro account, and I have the signer attachments setting enabled. But when I create an envelope or use a template, the option is not available to me. I have both settings turned on.What am I doing wrong? 

Hi!I have some documents that have two signers with different timezones and the documents are showing my timezone and date format on the “date signed” field for both signers.Is it possible to have different timezones and date formats in the same document? If yes, how do I set my account or the document so the “date signed” field shows the signer’s timezone and date format and not mine?Thank you!

Hi There, I tried several times but my signed documents do not show in my inbox, hence I can't download together with the certificate. Please help anybody. I am on a personal plan. Thx in advance, Michael

After logging into DocuSign, we noticed a new logo. After gaining access to my profile page, I am unable to gain access to the central DocuSign page where we would normally go, to upload documents for client signatures. It seems like all I have access to, are the setting options (privacy & security / connected Apps / ect). If someone could help out, and provide instructions on where to go to start a new DocuSign package to send out to clients, it would be greatly appreciated. 

Does DocuSign have a setting that would allow a user to set up a standard email signature so that every time they send an “envelope” for signing, the signature appears below the email message? We cannot use Templates because each document we send for signing is a custom generated form. When I say “email signature”, I mean:namecompanyphone numberemail addressetc.

Hello,I’m having trouble about my PowerForms when i send it to someone they always need a access code,I know they recieve the code from email but this doesnt work sometimes because of that can i remove the bypass the access code phase? thanks in advance

When sending a document for multiple signatures, once it has been signed by all parties can this document then be sent to all rather than just the DocuSign account holder?

I have a document with 3 checkboxes. When each checkbox is selected individually it will route to the correct signer. However, if 2 or more checkboxes are selected I need the document to go to Signer A and Signer B for approval and signature. I can’t get it to route to them both. After one signs the document completes.

If I change the password requirements for my organization, what happens to the current users who have a non-compliant password? Do they need to change it?

I received the attached error message. What should I do?

Hi, I’m an administrator for our company’s Docusign account.  I have just added a new user.  Customer rep told me that I would be sent an email to forward to new user to read, but I didn’t get.Is there a link or articles for new user I can forward it to him, assuming he’s never used DocuSign before and now has a user account to sign and send envelopes? thank you 

Hi I would like to know, if there is any sales pitch available from DocuSign eSign Solution, which can I use on meetings with our prospects.   

Hi,First, thank you for your help.We have a user who was assigned one of 4 seats for the business pro esignature license. The user is now closed as they left our organization. how can we assign their seat to another user? Thank you in advance. 

We have a requirement to send the DocuSign reminders on behalf of other users from salesforce.Let us know if anybody got through a similar requirement in the past.