eSignature

I'm new as of today using the trial version. This is a workflow / template question for an existing PDF form we use in our film and television production business. I can upload if you want. Same form over and over is what we use.Standard procedure workflow is for us to send the form to the point of contact (Production Manager/Coordinator) who fills out 95% of the form and signs as Person Filling Out Form. The most important signature is the Producer who completes the credit card portion of the form, essentially the responsible party. Basically, I need to have the PM fill out the form and them send it to the Producer for the final signature. I typically will not have the Producer's contact info or even their name when I send the form.How would I do this in my Template? I've searched but have not found this scenario.Thank you! Robert

I'm trying to set up a scenario where someone sends a form to be filled out and signed, but I'd like some of the fields to be restricted in a sense that only specific users (and the person who filled it out) can view it. I'd like other people to be able to view the form in general, just not see specific fields. Example, user "A" sends form to member "B" who fills it out and it's sent to user "C" who also has to sign it. Is there a way I can restrict certain fields so only "B" and "C" can see them?

​Is there a way to create templates for forms that have a lot of text spaces and check boxes, etc. so that we can transfer the marked areas that require data to be entered onto the forms we are sending to our clients?We cannot use the template itself to send since each file we send has a specific escrow number.Thank you.

I SIGNED MY DOCUMENT, HOW DO I NOW IF IT SENT?

I would like thow can i Send a document signed directly from here

How i can sign a document offline? When i have at longer time no connections.

Hello,I got a document via e-mail then I clicked "review document"I didn't know how to sign it and ended up finding that I couldn't see checkbox "I agree to use...." on this area.How can I fix it? ask my sender to resend?Thank you.

I need to have the same several people sign, date and initial documents on a recurring basis. Each day the documents they need to sign are identical except for the fact that digits and amounts vary between each document. The format of the document is the same every day--field locations, initial blocks, signature blocks, are all the same, every day. However some of the data in the documents such as dates, numbers, etc. are different each day. Therefore I need to create a template for field locations--NOT a document template. That is, I need to be able to upload a new and different document each time, and then apply my field location template to the document after I upload it. How do I do that?Imagine a sales contract where you have a buyer purchasing goods at a different price each day. The contract is the same each day, the signature and initial blocks are the same each day, but the price is different. I need a template I can apply to such a document each day.

The form has both text fields and 100+ radio buttons of which only 5-7 are applicable to the selected person - ie ranges of compensation, net worth, number of dependents, etc. I have pre-selected the answers, but want the ability of the client to change along with edit text fields. Hence, want to sent the doc as is for editing and signature. If I give recipient editing control all the buttons are turned on, pre-selections lost and comes back with all buttons with an X. Thanks

How do I create power forms using a PDF original source? Not really sure it should even be a power form. I need info regarding that product please.

One of my signers is getting "You are next to Sign, but the envelope is still processing. (will automatically try again in 10 seconds) TRY AGAIN" Has anyone else seen this before?

In Reminders and Expiration, I've updated the fields as the above screen shot. I need to get only one Reminder after 24 hours and stop. Please let me know the steps in order to achieve it.

how do i gt my signature onto a doc?

I'm trying to resend an unsigned document, but there is no resend button available. Where is the resend button?

1. I had a lawyer create a legal binding petition that I need to gather citizen signatures. I uploaded the document, but I need to know how to add multiple fields and then post the link on our website. 2. These will be random citizens, so I do not have any contact info (email) to input on the "send" feature. any advice is welcomed. TIA

Process looks like this: I prepare document, sign it to prove that I've prepared it and I need it to send it to the client who doesn't use docusign. How can I send it as an downloadable file in attachment to the mail - visible as every other attachment in outlook?

I'am a signer on the document, yet when it comes back to me for final signature, the signature boxes are not on the document and I have to add a signature text box. Why?

As we know custom tags can be added on template through drag and drop on a template. But I want to make these custom tags to be auto populated for every use of a template, which means I want to add custom tags on template only for once and for the next time it should be automatically placed. I know it is possible but don't know how to achieve it. Any help is appreciated. Thank you.

I have not been able to see any of my activity in DocuSign for about six months. When I log in to DocuSign, it shows zero activity in the overview, which is wrong. What do I need to do to straighten this problem out and see my DocuSign activity? Mary

We sent a document to a member, the member did not complete the process, however, they kept receiving emails for the document. How can we stop the emails to our members?

I need two signatures -- 2 different names but going to same email address. One of the names is "changing" in transit. Signer is not making this change -- the program is changing the name by the time it gets to the signer. I am entering "Jane B Smith" and "John A Smith" but "Jane B Smith" is changing to "John A Smith" by the time it gets to the signer. And the program is directly "Jane B Smith" to sign as "John A Smith". I have re-entered into and re-sent docs 4 times now and it continues to do this. Any advice?  

We have a stock reply private message we use and we copy and paste it each time. In the older version of DocuSign is there a way to assign that message to certain people so it automatically populates?

I tried uplaoding the supplemental doc like my contract (as suggested in docusign video) but when I clicked on the 3 dots after I uploaded my supplemental there was not an option to make it supplemental. It just showing the supplemntal doc as part of the contract and not an attachement like I intended

How can I change a document and put the correct documentation after I sent it

How Do I Send a Completed DocuSign to a Third Party.