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eSignature

Have Docusign eSignature questions? Find answers here!

  • 6,581 Topics
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6581 Topics
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Docusign Employee
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asked in eSignature
Once a document is uploaded to DocuSign, is it possible to send it password protected to the parties who need to sign? How is this done if so? I am unable to password protect the document in Google Docs.

Once a document is uploaded to DocuSign, is it possible to send it password protected to the parties who need to sign? How is this done if so? I am unable to password protect the document in Google Docs.

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Docusign Employee
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Docusign Employee
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asked in eSignature
Avoiding email spam on enabling Document Retention

We’re looking to turn on Document Retention on our account.  As we have been using DocuSign for some years, this means that there would be a significant volume of purge notification emails being triggered on enabling, which would lead to email spam both to ourselves and potentially our clients. Is there a way to manage this? By e.g. temporarily suspending the notification feature, or is there some sort of journalling feature where notifications can be combined into a single email?

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Docusign Employee
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Docusign Employee
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asked in eSignature
How to replace document but retain signature and text fields

I'm using an existing template, but when I replace the document, the recipients remain yet the signature fields disappear. Can someone help me troubleshoot? Thank you!

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Docusign Employee
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Docusign Employee
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asked in eSignature
How to get alerted when 1 out of multiple of my signers sign a document?

When I send a test document with two signers, and 1 signs, I don't receive a notification and I can't find the setting to get alerted upon a signature in Settings or My Preferences. What am I missing?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
how do I make bolder font for signatures

how do I make bolder font for signatures

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Docusign Employee
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Docusign Employee
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asked in eSignature
Are my esig envelope allowance and SMS delivery allowance separate? So if i only send esig envelopes via email my SMS deliveries don't decrease? And vice versa, if i send via SMS does my esignature allotment decrease?

Are my esig envelope allowance and SMS delivery allowance separate? So if i only send esig envelopes via email my SMS deliveries don't decrease? And vice versa, if i send via SMS does my esignature allotment decrease?

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Docusign Employee
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Docusign Employee
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asked in eSignature
When selecting a user as the person that needs to specify a signer, the user cannot see my merged fields. How can I fix that?

When selecting a user as the person that needs to specify a signer, the user cannot see my merged fields. How can I fix that?

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Docusign Employee
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Docusign Employee
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asked in eSignature
I am trying to figure out if there is an unlimited package for envolopes and what exactly "seats" are ?

We just bought $350 worth of envelopes and its making us buy more today. I do not think we have used all of these yet.How does this work?

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Docusign Employee
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Docusign Employee
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asked in eSignature
Is there any update on the reason why completed documents are no longer showing in date order ?

Is there any update on the reason why completed documents are no longer showing in date order ?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
W9- how to upload the json file to use the template?

I'm trying to upload the W9 template json file and found this support video https://support.docusign.com/knowledgemarket/video/Using-the-Knowledge-Template-Library but it doesn't match what I'm seeing on the screen & I can't find a way to upload a json file anywhere. Newbie here, help very much appreciated. I have to send a lot of W9s to contractors. Thank you!

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
I have one document waiting for signature. At the homepage shows that this pending document exists, however when I enter into the waiting for others page, there is no document there. I need to find it.

I have one document waiting for signature. At the homepage shows that this pending document exists, however when I enter into the waiting for others page, there is no document there. I need to find it.

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Docusign Employee
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Docusign Employee
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asked in eSignature
If I choose to resend my documents to multiple recipients to act as a reminder for them to sign - am I using a new envelope for each recipient? Thanks

If I choose to resend my documents to multiple recipients to act as a reminder for them to sign - am I using a new envelope for each recipient? Thanks

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
I have a document that will have one of 3 recipients signing the document. I don't know for sure which of the 3 will actually sign it. How do I set this envelope up?

The ways to do this that I can think of are:Send 1 envelope to all 3, listing all 3 for signature. When the first person signs it, go back in and correct the remaining 2 to get copies only? (there is only one signature spot on the doc)Send each of the 3 recipients their own separate envelope.. Send 1 envelope to all 3, with no order selected.

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
How do your sort your completed envelopes by most recent? My "Last Change" heading does not allow any sorting.

My completed folders aren't sorting by most recently signed. I have to keep changing my filter to "Last 24 Hours" in order to see the clients that are signing today. There is a drop-down arrow next to "last change" that suggests I can click it to sort my envelopes, but it's not an active arrow. Please see attached screen shots. Is it possible my version is just locked by my company?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
I am trying to send multiple documents to multiple recipients, how do I send to multiple recipients with out other people seeing all of the documents

I am trying to send multiple documents to multiple recipients, how do I send to multiple recipients with out other people seeing all of the documents

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Does anyone have a suggestion to trouble shoot a recipient saying they have not received their DocuSign email?

We send DocuSigns from within NetSuite to our Customers for execution and cc our Sales Rep. All of our Sales Reps except one receives their DocuSign email. He has never received his copy.I have validated his email address in NetSuite and on the DocuSign envelope are correct. I have indications inside DocuSign that he was sent DocuSign envelopeI see the History indicates he was sent the DocuSign envelope - but never opened or viewed the envelopeI have validated we have not received a delivery failure in DocuSign (or NetSuite)I have looked at his Junk/Spam and the email is not there. Our IT team has validated there is no email from DocuSign "hung up" or blocked in our Gmail system. The recipient was not a DocuSign User. I added him as a User in DocuSign and granted him the DS Viewer role so he can "see" the progression of the DocuSign envelope and that did not solve anything. I have asked him to check his personal DocuSign Notifications (not completed yet) but I dowub

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Permissions that limit signing

I have been asked to limit a group of Docusign users from being able to sign on the company's behalf. Is there a permission that can be enabled to do this? Th users currently have the Sender permission in Docusign and Salesforce.Thank you!

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Do document signers need to use MFA?

We've just set up SSO and MFA (Duo) for account access to DocuSign Enterprise. It seems fine for our users that create envelopes. But today we have an internal user that is only trying to just get access to sign a document. And he is getting a message that he does not have access to Docusign, this message is apparently coming from Duo. Anyone have any thoughts? I'm trying to get screenshots or more information from the user on exactly what the message might be.Thanks

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Radio Buttons, Choose before sending, unvisible

Hi everyone!I would like to have a radio button in my contract template with which I or an employee who sends the contracts to be signed for me (not the recipient) can choose a text option BEFORE sending the contract to the recipient. And most important: I would need the other (not chosen)options not to be visible for the future employee. Is that possible? Love to hear your ideas. Thanks, philipp

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Can I resend a doucusign envelope as a link

I have a customer that needs to sign a docusign doc. i have tried to resend it to to them via docusign but said, customer says they aren't getting the email . I was wondering if it was possible to turn that envelope into a link and then sending it directly from my own email address. Something similar to a powerform but can only be used for that one particular envelope and it only opens the in progress envelope.

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Why is my bill $514.00?

Why is my bill $514.00?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Is there way to update the delay time for the secondary signator once the first signatory has signed the contract?

I have a contract where the first person has signed and I have a delay of one day for the second signatory to sign. I am now been told to have it sent earlier than then the scheduled time. Is there a function that can be applied to change this time?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
when viewing the "completed" tab the list is not sorted by most recently completed. Is there a way to change this? There is a little downward pointing triangle to the right of the "last change" column but it doesn't respond to being clicked.

when viewing the "completed" tab the list is not sorted by most recently completed. Is there a way to change this? There is a little downward pointing triangle to the right of the "last change" column but it doesn't respond to being clicked.

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
How do I see if a document for signature has been opened or viewed, but not signed yet?

How do I see if a document for signature has been opened or viewed, but not signed yet?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a way to send a document to a group of people but only one needs (first available person) needs to sign? For example, I need a veterinarian signature on something. We have multiple veterinarians and only one needs to sign, whoever can first.

Is there a way to send a document to a group of people but only one needs (first available person) needs to sign? For example, I need a veterinarian signature on something. We have multiple veterinarians and only one needs to sign, whoever can first.

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Docusign Employee

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