eSignature

I've sent a document to the WRONG email address - how do I now edit to send it to the new email address???

If document retention has not been set, and the account is closed. Upon the searching of related threads on this forum, seems the documents will keep with the account, is that correct? I have come across a reply (Release from DocuSign | Community) on downloading a completed set of documents. But the URL is inaccessible.https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=frq1583277404325.html&am

When on the “Manage” page in “Sent Items, “ how can I “select all” instead of clicking each individual box?

I have a Word document that I am using as the basis for a DocuSign template.There are various placeholders left in this document, such as `[NAME]`, which are meant to be replaced with the signatory's data at the time of signing:  I would like DocuSign to do the following:Find "[NAME]" Replace it with the recipient's name Do the replacement in such a way that the text to the right (i.e. starting with `the "Investor"`) is pushed further to the right and down, just like if I had modified the text in Word manuallyBasically, I would like the result to be this: I know that these dynamic fills are typically done via dotted plac

I received envelope from my customer, and need to delegate to my boss for signature.But ccustomer fixed a access code for security, and my phone number is registered.When I delegate the signature to my boss, does he need to enter the access code?If yes, can I change/fix the phone number so that my boss can receive the access code?

Hello, We have a letter template that gets sent out to different clients, but each time we need to change name and address and some info on it.What is the best way to do this?Do we have to prepare the letter on word and upload it each time for each client, or is there a way to have the basic template which can be edited for each use.Thank you

Hello all, My question resides around sending a contract to new clients on boarding with my company. (requiring them to fill in information needed and e sign). My goal in the next few months is to obtain 150 or so new clients. I am super confused on how I am to go about this. I am having a pdf version of my contract uploaded within the next week and I am formatting it to make sure I leave space for what information the “client” needs to fill in. Since I will always be sending out the same contract to every client the only thing that I am unsure about is how I am to send it to a new person every day. Do i need to physically go in and create a new template with that clients email address or can I simply just send the same template to a new email every time. My question may sound confusing because I am confused even writing it haha but can anyone somehow clarify for me? Thank you so much. 

How can I insert more than 99 people to sign the same document?I read that te limit is 99 signatures.

Hi there please can someone help !I am not receiving any emails from Docusign into my designated email account. I need to sign a document that other shave signed  but cannot do this.Many thanks in advanceCarrie

I have one general question: where can I find that the electronic signature issued by Docusign complies with Article 3 12 of Regulation (EU) No 910/2014 as qualified electronic signature. I tried to find it in the certificate details but I did not see any data that can help me

Hi There,  As the primary administrator for the company, I'm curious if there's a way for me to receive immediate notifications whenever a document sent by any staff member is signed

HelloIs it possible to create a custom/dynamic suffix for your Generated Document in Docusign Gen ? I would like to add the Customer Name for instance as suffixThank youLucas

Hello all, I’m asking you a question that may can help us regarding the usage of stamps set in DocuSign.We want to create a envelope and add as field Stamp we added in our DocuSign environment. DO you know how to make it possible please ? Thanks in advance for your help  !!!! :)

Hello, We are a doctors office trying to be as paperless as possible. We email the patient papterwork/templates prior to the appointments for patients to sign but wanted to know if there was a way for the patient’s to sign through the docusign app while in office(on the ipad) without logging into their individual emails. In other words, once we send out the template -- is the only way to sign through their emails? Is it possible to have a blank (non signed) template for patients to use on the docusign app without having to email it? Thank you in advance,

In DocuSign, is it possible to create a template that will auto-place the recipient's signature based on the text in the PDF document? I want the DocuSign template to be able to dynamically detect and place the signatures for all recipients automatically, so the person sending the envelope only has to worry about uploading the document and reviewing if the signature fields were placed correctly.

I signed a document in 2022.  I have not been able to find the document anywhere, not in my DocuSign account, other document signing accounts or email.  I had the sender email me the document and it was, as I thought, signed with DocuSign and as I suspected it seems to have been altered.  Why can’t I see it in my account and why didn’t I get an email when I signed it?  Is there a way for me to access it with the Envelope number?

The whole office is trying to use DocuSign but when they try and log in from their PC its asking them for a code which is being sent to my email as im the one who set it up, im only part time and if they need a document i need them to be able to get access to it. Can i remove this security feature?

I can see the PDF and Certificate can be automatically merged by selecting the ‘Attach certificate of completion to envelope’ option. My question is, why doesn’t this occur by default? Can merging the documents create a security concern? 

We have a user with DS Viewer permission. He wants to view the report of all the envelopes signed by him. Despite the Reports Tab being visible in his login, the generated reports exhibit blank data. He cannot view any details of the signed envelopes from the Reports.Is this the expected functionality for a user with DS Viewer permission, and if so, why is the Reports Tab displayed for such users?    

Can I create a user account to be used in multiple locations and not be knocked out of the account when someone else logins into the same account?

I am creating templates that will have multiple pricing options for the customer to Approve or Decline various scopes.  I was asked if I can get a total.  I can….but then the question is if a customer declines or approves the total wouldn’t be accurate, if declining one scope.How do I setup the form?  There may be a better way to put this together but below is an easy example with 2 items from the customer side.  

I’m using the free version.  I have 57 recipients.  I’m entering them one by one, and twice now, when I have about 30 recipients entered, I have an error message for all of them starting at recipient no 11.   It says: There was an error saving one of your recipients. Please try again.   First 10 recipients are good.  What is going on and why does the message appears only after I have so many entered?

I am an HR Manager and trying to set up a process to create a powerform link for managers to click on and complete on/offboarding forms that would be sent to various signers/departments. If I was to create a template that had more than one page, could I have certain pages go to certain signers and hide information on those forms from others? Or create one form and hide the fields such as wage information from others when they receive their copies? 

I purchased a 1 month plan without any annual commitment back in November just to get a one time 5 envelopes to send for that month and I noticed Docusign keeps charging me every month on my credit card since then even though my envelopes have expired and are now at 0 after only using 2 in reality. I can’t change my plan nor downgrade nor cancel anything as there aren’t any options on my profile nor does it seem like I have any active subscription, yet again, I’m being charged monthly on my credit card for nothing in return and I can’t log in to the support case page to open a ticket…Please help!

How do I set up signature order for a customer to either Accept or Decline insurance coverage?