eSignature

Detect a pdf signed by DocuSign in the DLP based on metadata. Is there a way to detect a file signed by DocuSign in Purview DLP's? Sample Sudo code below, (assuming DocuSign signed pdf file has some property which Purview can detect, which I can use in ContentPropertyContainsWords condition. ) # script to create 'HK Test Delete after Aug07'New-DlpCompliancePolicy ` -Name 'HK Test Delete after Aug07' ` -Comment 'HK Test Delete after Aug07' ` -Mode 'TestWithoutNotifications' ` -ExchangeLocation All ` ; New-DlpComplianceRule ` -Name 'TST - HK Test Delete after Aug07' ` -Policy 'HK Test Delete after Aug07' ` -AdvancedRule '{ "Version": "1.0", "Condition": { "Operator": "And", "SubConditions": [ { "ConditionName": "AccessScop

Hello, can anybody tell me if it is possible to upload documents in DocuSign in color? I noticed the default is to convert documents to black & white during upload. Tanks.

I work for a company. I created a dev account before the company made an organization and invited me to it.Now, when I log in I have two accounts.Company Name (the one that was created when I created my account) Company Name, Inc (created by the company I work for)I need to removed the first account. It’s interfering with our development because when I try and auth it’s pulling data from the wrong account.All the documentation about how to cancel or downgrade do not apply here. I can’t open a Case because I do not have a production account.I can provide account numbers. I’m attaching a screenshot of what it looks like when I log in.How do I resolve this? 

I am sending documents to a client and they are not receiving in their email...no clue why this is suddenly happening. Anyone had the same problem or know how to correct?

I originally created a template and after testing it successfully, I decided to make it a Web Form.  Everything so far has populating correctly, except one formula.  The formula calculates based on the value from a drop-down * another formula.  What should I modify to make it work successfully with this Web Form?

I’m having an issue with PowerForms that I’m assuming is user error, but can’t seem to track down the issue.  I’ve created a template with four signers that I have successfully tested.  I then create a PowerForm using that template, confirming the four named (but no email included) recipients, but when I use the URL to test the form, it goes directly to showing the documents without any fields to populate.  I am not prompted to fill in the names or email addresses of any signers.  I then receive a notice via DocuSign (as both administrator and including my email as receiving a copy) that the form has been completed.  The included documents are just the blank forms.  I have tested this by both using a different browser where I have never logged into DocuSign from and my personal computer that has never signed into my work account.Any thoughts on where in the process I’m going wrong?  Thank you.

Out of nowhere we are now receiving the error message when someone submits a web form.Account or user does not have permission to set recipient email notifications.The account authorized to send as has an admin role and has the right permissions. 

You have not processed one of my refunds. I can’t open a support ticket because I am not a paid member.  I have checked, there is an outstanding refund due. Please advise

I am new to DocuSign and have been trusted to implement digital documents for our K3-12th grade private school. We currently have an IAM Professional License.So far I have managed to:Create separate templates for each document that we need to complete Create a Document Custom Field that is a dropdown menu for each grade. Create an Envelope Custom Field titled Student Name. Set rules for each document and grade to archive each document to the correct Google Drive folder.My intention is to:Send an envelope for each grade level so that parents only receive the documents that they need to complete for their specific child (K3 parents only need three, but 12th grade parents need about eight). The Student Name will be uploaded via bulk send with the recipient/role information. As a document is completed, the storage pathway would ideally be as follows: Google Drive > Completed Documents Folder >

Is there a simple way to get help using docusign?  I'm old school and would like a human being who can/will answer a question  or two about docusign, in real time.  I there a phone number I can call?  Please help!

We have an unknown $20 charge “Docusign flex” on our credit card account.  There is no invoice for it and I can’t get anyone to help.  I tried to login to the support center to create a case and I get the following error:“ Unable to log in. If this is your first login attempt after purchasing a Docusign plan, allow 15 minutes for account creation before accessing your account. For all other log in scenarios,  contact Docusign Support  for assistance.”PLEASE HELP! 

Hi allCurious to know if it is possible to solve the following scenario:Templates are used for various HR-related requests e.g. Request a Travel Ticket; Apply for Parental Leave etc.I’m wondering if it is possible to use a Template, convert to a PowerForm, and somehow ‘inherit’ a user’s Job Title, Department, Line Manage, or other, to pre-fill a placeholder on a template without having to manually enter. Currently the envelope will route to the initiator to fill in name and email address (it can also be configured to CC to a HR alias), but when eSign is launched and a template invoked, the user must manually fill in details on the template before submitting further.Any suggestions ?Thanks

I am a DocuSign admin, developing templates for the company. I created a template and when I went to test it got an error message that only said, “Unable to create the envelope.” I had no idea what was causing the error. Then another admin tried and got, “The Tab formula is not Valid. Tab formula for tab Sales Amount...” and from that I knew exactly what the problem was. Why am I getting such a useless message? I checked my user settings and couldn’t find anything about displaying vague error messages.

Hello, I have used DocuSign at my company every day for 7 years, and today I received the following message when I tried to go to the website: Access to www.docusign.com was deniedYou don't have authorization to view this page.HTTP ERROR 403 We just paid the renewal so I don’t understand how I can’t even access the home page. I haven’t been able to use it all day. Is anyone else experiencing this issue and how can I fix it if I literally can’t even get to the website? I’m amazed that the Community function is even working.

I signed up for an IAM professional account thinking I would be allowed unlimited envelope sends and power form responses. I paid for this subscription due to this feature but it’s now not working and Docusign isn’t allowing me to open up a case with support. Any support would be greatly appreciated. My job requires a lot of envelope sends and signatures and if I can’t solve this problem I will go to another platform. Thank you! ERROR MESSAGES: I keep reaching the envelope limit with this error: The envelope allowance for the account has been exceeded. And when I try to submit a power form response there’s this error message: Unable to load PowerForm signing process. Error: An error has occurred.

Hi all.I have a request. We want to recover documents from a former user about a 1 year ago. Is that possible?

I am planning to use the ID verification add-on. I’d like to ask a few questions on its pricing:Does the Personal Plan fit the requirements of the ID verification add-on? Or it is available only from Standard or higher tiers? Is the ID verification add-on free / one-time purchase / subscription? In case it is not free, where can I get information on its pricing before upgrading my plan?

I receive notifications about “Bayer Retention Documents to be removed” which is no problem as I’m a creator of signing process. We noticed that this notifications are received also by other signer. Is it possible to limit the receiving these notifications only to the creator? It is not appropriate that in case of 10 signers all of them get the notification about the retention.BR Polona

 When I attempt to access the invitation, I receive the following error message:Application ErrorThe application encountered an unexpected error. When contacting Support, please include the session transaction ID d2472cd4-0f6a-419e-997b-c41432e0241c and the steps to reproduce this error. How can do solve it? Please help me.Please give the feedback to my e-mail‘*****@**************.**.**’

I only use Docisign about six times a year for real estate sales or contractor contracts.  I used docusign on 11/07/2024 for a roof contractor.  When I sign on to docusign, I see my documents for the last six months, but 11/07/2024 occurred nine months ago, and does not show up.  I do have the document alphanumeric code of that document.  Can I recover the 11/07/2024 document?  If so, how?

I’m trying to complete a transaction in France, but Docusign’s IDNOW will not verify my identity.  I’m using my US Passport (the new version received in 2023). I’ve taken numerous photos in various angles and lighting and have also made multiple scans to try to complete the process, but Docusign always indicates to either use a different document for identification or get a clearer image. My spouse was having the same problem, but he is lucky to be in a unique situation where he has the new US passport, but his old US passport is still valid until August.  He was having the same problem over and over just as I am, but then he tried his old passport, and Docusign accepted it immediately.  It seems like the company Docusign is partnering with in France to verify identity is not able to accept the more recent version of the US passport.  That is just my guess considering my situation.   Can anyone help with this situation?  Has anyone else heard of individuals not

Hi everyone,I’m hoping someone can shed light on an issue we’re facing with DocuSign. When sending a direct debit mandate for a limited company, the signature field is automatically pre-populating with the company name (e.g., “Test Limited”) based on the bank details keyed in by the intermediary. Ideally, this field should remain blank so the individual signing (e.g., “Mr Joe Bloggs”) can manually enter their name.While I understand the signer can overtype the pre-filled name, this relies on them noticing the issue—which isn’t always guaranteed. I’ve raised a support ticket with DocuSign and was told this behavior can’t be disabled, but it seems odd that there’s no way to prevent auto-population on just this document.Has anyone found a workaround or setting that stops this from happening? Any advice would be greatly appreciated.Thanks in advance!

Hello.A colleague created his own account (in trial). I would like to disactivate it and create him under the company profile.Please guide

Is there any way to print or preview a draft envelope to send to a client for verification? For example, we use draft envelopes to start filling out a contract but want to occasionally send them a preview of their cost sheet for verification or modifications before we send the final contact to sign. Is there any way I can set up something to do this? 

I have sent out a bulk envelope with a template I created with multiple data labels. One of the “cc” recipients on 40 or so of the bulk send now has requested permission to fill in text fields for her boss. I am not sure how to modify the envelope to allow her to fill in the text portions of the documents. Any ideas?