eSignature

I need to add a form to a current template or basically merge 2 templates if possible.  Can anyone explain to me how do do that? It is so hard not being able to call for help. So I would appreciate feedback. Thank you in advance 🙂

Hi,I have an envelope with seven different documents both Excel and Word.They need to be signed from a supplier and our management.When creating the envelope, I didn’t see buttons/ options to set and define the signature fields.Strangely, before submitting the envelope for signature, DocuSign system asks me if I don’t prefer adding fields.My question is: HOW?Thank you for your help! 

My DocuSign demo account is not sending email notifications to signers for envelopes created. Despite everything worked fine earlier. There are no junk file issues, and i have configured all notification preferences according to solutions / documentation found. Are there any recent updates or changes to DocuSign Demo account settings that could effect Email notifications?Or Anything that i might have missed to set up notifications.Any Suggestions or solutions Would be greatly appreciated.Thank you!

Estou tentando assinar um documento mas sempre esta dando erro, alguém poderia me ajudar?

I am going to replace the document of my template with its new version. Some fields (powered by DocuSign) will be deleted and some new ones are to be added.My concern is, does it take effect to already signed and submitted documents? If I delete some DocuSign fields, are those fields deleted from older documents?

Hello,We are trying to stack 3 different templates in one envelope with each template having a different signing order.Template 1: Officer, Member, Internal DeptTemplate 2: VP Officer, MemberTemplate 3: Member, Internal DeptWhen reviewing prior to sending these docs in one envelope, the signing order is duplicating the Internal Dept. Is there a way to avoid duplicates in these cases?Thanks! 

i have three tenants that need to sign before a witness. can they use the same witness

No matter how well I line up my fields when preparing an envelope, they are ALWAYS out of alignment post signing. What am I doing wrong? This makes my signed documents look terribly untidy, no matter how much I try.Example here where the fields are perfectly aligned and centred within each section of the document. However, the final result has them both unaligned on the left-hand side, and also out of alignment with my document. 

I cannot “correct” a document I sent, no signatures have been started yet.  The account is called HR@  so I am the sender for the HR account.  I cc’d my name on the document but technically “HR” is the sender.  How can I correct?

Hi,I sent an envelope and need to correct one letter in a recipient’s email address.I’ve read the support/community posts saying I should be able to correct the recipient email after sending, but I’m not seeing the Correct option or a clear way to edit the email address.What I’ve already checked: I am the sender/owner of the envelope. This is a paid DocuSign account. The envelope has not been completed. One person has signed. I only need to correct one letter in the email address. I do not want to void the envelope and resend it. Can someone tell me why I’m not seeing the option to correct the recipient email, or where exactly I should go to make this change?

We use to get the completed document attached to the completed email. In the last few weeks, DocuSign stopped sending the PDF document. What happened? How can this be fixed?

In DocuSign, we send a document that includes an attachment tab for uploading a driving license. Is it possible to restrict the number of files that can be uploaded in a specific attachment tab?

Hi! I’m trying to build an envelope template tied to a document template that shows certain ‘Spouse’ fields if the recipient has a spouse. Here’s what I’ve done so far:I created a document template with conditional fields to check for a spouse based on sender input. this shows or hides spouse text I created an envelope template that I want to connect to my document template and here is where i get stuck: the spouse is automatically added as a recipient because it is included in the document template. If I delete it, it obviously deletes the fields as well so they are no longer included in the document’s conditional text I added a routing group for spouse, but then I cannot seem to add the signature within the document’s conditional rule  Is there any workaround without having to create 2 envelope templates?Thank you! 

When a document is sent to a user through DocuSign and the user uploads a driving license as an attachment, the driving license can be uploaded in different file formats (such as JPG, PNG, or PDF). However, after it is uploaded to the envelope, DocuSign converts the attachment to PDF format. Is that correct?

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.

In DocuSign, we send a document to 10 people to upload driving license attachments using an attachment tab, and we created a unique data label for each attachment. After the recipients complete the attachments, can we download each attachment separately using the envelope ID and data label, or is there any other way?

Hello, I often need to place my initials on every page in large documents. These documents are often scans of original documents. Is there a way to automate placement of initials on all pages?  Thanks,J

Hi,Is there a way to change subject line to remove "requires signing" when a Docusign envelope has been completed and the copy sent to the signer?The initial text comes through in the body once the process is completed. The Subject line does change to “Completed: Requires Signing” and so does the byline in the body of the text, but it is causing confusion for our signers.Is there a way to change this?ThanksBriellen

Hi, does anyone have a recent DocuSign SOC2 report? I am currently undergoing ISO 27001 compliance for my business and all our ‘high risk’ vendors need to have a SOC2 report. Thanks

The fields containing "This page is reserved and intentionally contains no content" will not block the underlying area of the PDF once the envelope is completed.From a signer's perspective, the field is working as expected.  see attached **information removed due to PII**  

I have successfully set up custody transfer settings for a user so that all her docusign agreements, on send and completion come back to my log in.That user has left. I need to set this up for a new user and “ADD TRANSFER RULE” is now grayed out. I’m unable to set up the rule.I am doing this from my profile. I am a full administrator.Any idea why ADD TRANSFER RULE is grayed out?

Hello Community!I’ve been searching through the official Docusign documentation to find the expected latency for Connect webhooks, but I haven't had any luck.Does anyone know the typical delivery time for the Envelope Completed event from Docusign Connect after all documents are signed? I'm looking for the expected times in both the Demo and Production environments.I need to provide official documentation or a formal reference to a client, so any links or official quotes would be greatly appreciated.Thanks!

Hi DocuSign team and community,I'm running into a blocker on my Developer Sandbox account and would appreciate guidance, as this is preventing me from validating the multi-signer workflow before our production rollout.The problem: I create an envelope from a template with 2 or 3 signers in sequential routing order. After sending, the envelope status shows as Sent in the envelope history, and the history confirms the email was dispatched to the first signer's correct address. However, the email never arrives. Not in Inbox, not in Spam, not in Promotions, not in any folder. Because routing is sequential, signers 2 and 3 are also never notified.What I've already verified on my side: recipient email addresses are correct (double-checked character by character), tested with multiple real email providers (Gmail, Outlook, corporate domain) with the same result across all of them, checked Inbox, Spam, Promotions, All Mail and Trash, the envelope history confirms Sent status with the correct re

Hi everyone,I’m facing a technical issue with Custom Branding, specifically when trying to customize the Email Resource File (XML). I'm hoping someone here has encountered this before and found a solution.The Setup: I modified the standard Email Resource XML file to apply a custom HTML layout for the main signing invitation email. Specifically, I updated the HTML code inside this tag: <data name="EnvelopeActivation_HtmlBody">The Problem:When I go to my Brand settings and click "Upload Email Resource", the system validates the XML file successfully and shows the green "Changes updated successfully" message.However, the "Last Updated" timestamp next to the Email Resource file does not change. It remains stuck on an older date/time, ignoring the current upload.When I send a brand-new Envelope using this Default Brand, it completely ignores my custom XML and continues to send the old "DocuSign Default" template Has anyone experienced this where DocuSign says "Success" on upload but r

For example, if there is a form that has 10 hard coded sections for wire transfers. 1. The sender would be required to fill out first 4 fields for as many wire transfer sections they will need from the recipient with a minimum of being at least first section up to 10.2.  The recipient would be required to fill out the last 3 fields in the sections that have data that was filled out by sender3.   If a section has no content from the sender, then the recipient does not have to fill out the last 3 fields in that section. Is there a way to ensure client fills out last 3 fields for each section the sender has data in the first 4 fields?