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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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eSignature

Have Docusign eSignature questions? Find answers here!

5,004 Topics
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5004 Topics

Community UserLegacy User

asked in eSignature

Can you change an envelope's status from "On Hold"?

Hi, I'm having an issue with several envelopes one of my organizational users sent within the last few days. In DocuSign, the envelopes' statues are listed as "On Hold" and I'm unable to move them forward in the workflow. I haven't encounter this before and would like to avoid having to resend the envelopes again.

26011

1 month ago

KonradKNewcomer

asked in eSignature

Signatures are too small and faint

Hello, I browsed some support articles and topics on this forum and found some similar topics, but let me ask again. Is there an issue with the signature size in Docusign?We tried a lot of things, including:Drawing own signature in the Docusign draw box (using Wacom tablet) Drawing signatures on paper with a regular pen, making photographs, and uploading Drawing own signature in another app like paint using Wacom tablet and then uploading Choosing DocuSign auto-generated signatures and different styles for themIt's frustrating to see the signature consistently appear small and faint, despite our efforts to draw it larger and slightly outside the box. We got this eventually working OK-ish after a lot of trying, but we have more users in department and can’t spend an hour to fix one signature with a lot of trial and error. For example, signing documents in Adobe Acrobat is perfect, the signature looks properly out-of-the-box but with DocuSign we have those issues.I'm sorry, but resizing

3635

1 month ago

ElizabethBrownNewcomer

asked in eSignature

Export to an Excel Sheet

I want to export one page of a docusign document into an excel sheet. The PDF has check boxes so I want to see who checked what box. Is that possible?

552

1 month ago

CathrinNewcomer

asked in eSignature

How to save recipient set up and messaging for non-template envelopes

I will need to create 50 unique envelopes that will have a signing order of at minimum 4 signers, usually 5. While the first 2 to 3 signers will change for every envelope, the last two signers will remain constant. The email messages to all signers will remain the same for all 50 envelopes. How can I save the recipient set up (signing order, emails, etc.) and messages so that I do not have to copy and paste all of this 50 times? I do not think I can use a template, because the actual documents in the envelope are unique, pre-populated agreements. Please help!

212

1 month ago

njsnowboarderNewcomer

asked in eSignature

cant upgrade to api plan no purchase api plans tab when im logged in

It seems like the most basic thing here but i cant order an API plan. I am currently oneSignatureStandard An i want to upgrade to an API plan. I am attaching a screenshots here, it doesnt present an option to order an API plan? How do i upgrade to an API plan? 2 screenshots are here. The first one is “logged out” the 2nd one is “logged in” Can someone please help?

286

1 month ago

soyoun shinNewcomer

asked in eSignature

How can I change email for the verification code?

Hello, I'm Soyoun S. from Alois Ventures. Our account had changed from Eunice to Miju.And it's already changed to Miju's account, but I can't access it due to the below error. Maybe it's a login security issue.We already informed you that our person in charge will be changed. So your team changed our login email to Miju’s account, but email for verification code wasn’t changed. The email address we can get the code is set as an Eunice's. We can't access Eunice's email because she already resigned. So I can't login and also can't toggle off the login security. Miju can access the ID, and can use the docusign, but she can’t change the email for the verification code. So, could you please change the email address for verification code to [ ] ? We sent you an email on last Wednesday, but can’t get the answer. If you have any questions, please let me know. Best regards,Soyoun (Email removed due to personal information)

332

1 month ago

singhanubhavNew Voice

asked in eSignature

Templates from Demo account to Docusign production account

i have created custom integration b/w Docusign-Salesforce for Esignature, now i have my templates in demo account, how shall i get them in Prod? Please tell!!

742

1 month ago

jheckNewcomer

asked in eSignature

Limiting the Number of Checkbox Selections on a Template

I would like to limit the number of checkbox selections in a section of a document that is part of a template. Is there a way to do this?

132

1 month ago

jsmoutsrpNewcomer

asked in eSignature

Using Two Separate Docusign Accounts To Execute An Agreement

The signing process for our agreements initiates through our Docusign eSignature account. The customer signs first, then it is routed to us for our signature. However, we have a high-profile customer that refuses to use that process. They want us to send them a PDF version of the agreement and they route it through their Docusign account with us signing first. Is there a way we can route it through our Docusign eSignature account internally first then send them the signed version without locking it up?

526

1 month ago

Julie PNewcomer

asked in eSignature

How to copy a template in test to production

I created a new template in test. It’s been tested and is ready to be copied to our production environment. I can’t find any instructions on how to do this. I’m hoping someone can point me in the right direction. Thank you!

706

1 month ago

Community UserLegacy User

asked in eSignature

Is anyone else having issues with Envelopes not being sent to recipients?

I've sent the same envelope several times to the proper recipients (yes, their emails are correct) and it shows from my end that the envelope is sent, however, the recipients say they have received nothing and I also am not receiving the copy I set for myself to receive. Anyone experiencing the same issue?

14210

1 month ago

Christie.KNewcomer

asked in eSignature

Add a signed cover sheet/ Manager signatures

Hi Team, I would like to know if it is possible to add a signed cover sheet to contracts in order to prevent our CEO/HR manager from repeatedly adding there signatures to all the contracts we receive?Thanks for your support,KR

1308

1 month ago

EmmaCNewcomer

asked in eSignature

Signature authentification failure

having a problem with authenticating signatures on documents that are downloaded as combined PDF. When a document is downloaded as a combined PDF along with the certificate of authentification, the signatures are not recognised by Adobe Acrobat. However, when I download the same document as a seperate PDF document from the certificate of authentification, the signatures are recognised and can be authenticated by Adobe Acrobe. For our purposes we need to download all documents as combined PDFs and signatures must be authenticated. Please help.

506

1 month ago

neethujkpTroubleshooter

asked in eSignature

SMS Delivery Issues & Setting Up Access Code

Sharing one of the challenges faced by our client. Do we have a solution for this?“We are encountering a challenge with SMS authentication codes in DocuSign. We send over 300 envelopes daily, all configured with SMS authentication. However, in some instances, the SMS authentication codes are not delivered, necessitating envelope corrections to manually add access codes.Our audit team permits setting up access codes only when SMS delivery fails. Given that correcting envelopes becomes a major task when hundreds need adjustments, and IT admins often miss this task due to other priorities, we need a solution to automatically set up access codes when SMS fails, without requiring manual envelope corrections.”

GCWNewcomer

How do I set the formatting options to my preferred options so that every time I create a new template, I don’t have to keep changing the font style, size, color, etc. to my preferred options?

144

1 month ago

sammy_rabieiNew Voice

asked in eSignature

Anchor string not being detected if string is added to the PDF dynamically

I am generating a PDF that prints values into text fields on the PDF. One of the values that prints is being used as an anchor string for a required signature. The string is as follows: /required_buyer_signature/I then flatten the PDF and send it to docusign to obtain signatures. However, docusign is unable to detect the anchor string. When I open the pdf that is generated in adobe reader and use adobe’s search functionality to search for “/required_buyer_signature/”, it’s able to find the string (see screenshot below). Is there any reason why docusign is not able to detect the anchor string?NOTE: when i change the anchor string to something that is on the PDF document itself (e.g. “By signing below”), meaning the value is not dynamically generated, then docusign is able to find the anchor string and places the signature tab over that string. So I’ve narrowed the issue down to docusign not detecting dynamically generated values that print inside a PDF text box, but I assumed flattening

938

1 month ago

PaulineNewcomer

asked in eSignature

Use Powerform issue: This envelope cannot be sent because it was already digitally signed, and is not in a valid state to resend.

Hello, I have an error message when I use a Powerform I created, same when making a copy and trying to use it. Once I go to template > select the powerform and click “USE”, I then fill-in the recipients info and click to send. The page refreshes with the red error message: “This envelope cannot be sent because it was already digitally signed, and is not in a valid state to resend.”Note: I don’t have this error message when I use the Powerform link. The documents part of the template/powerform does not contain any signature yet it’s docx documents with anchor tags placed on the template.Support is not able to help apart of telling me to recreate it which does not fix...Thank you,

195

1 month ago

Tara_OLSNewcomer

asked in eSignature

Bulk Send Possibility

Hi Docusign Community,I am new to Docusign and I have one quick question. I am planning to send a handbook to all staff within my organisation which they will all need to read and do an e-signature for it. Is there an easy way to bulk send the template document to multiple people/contacts at one time? Can I import a contact list or something like this?Thank youTara_OLS

515

1 month ago

vmuthuNewcomer

asked in eSignature

Connect a Demo Docusign Org to multiple Salesforce sandboxes

Is it possible to connect a demo docusign (esignature/docugen) org to multiple Salesforce sandboxes for testing purposes?

565

1 month ago

krjensenNewcomer

asked in eSignature

Can't see transferred envelopes

I am an admin, so can transfer envelopes. I did this for a user and she cannot find them. So I tested by transferring an envelope from a user to me, and I cannot find it either. Anyone have an idea on this? I have verified filters so that it isn’t it.

1753

1 month ago

Abbas KhanNewcomer

asked in eSignature

Disable Shared Access

Hello, Is it possible to disable “Manage Shared Access” button for all or specific users? If not, then is it possible to enable notifications with Shared Access? For example, as an admin if I give user A Shared Access to user B’s envelopes, I want that both users should receive notifications of this change. Thanks!

253

1 month ago

Tanya P.Newcomer

asked in eSignature

Needs permission to download

Hello. All of a sudden when I try to download completed signed documents out of docusign- I am unable to download and save them to my desktop as it says “needs permission to download”. Please help! How do I fix this!

6376

1 month ago

gretchenhsNewcomer

asked in eSignature

Client able to email the sender

We went live recently with DocuSign using a template. It’s in pilot currently and we found that the clients are able to reply to the email they are getting with the link to fill the form out. This is not supposed to happen, we have their emails hidden for a reason. We cannot have the clients emailing these people directly. We just want them to the fill the form out and not be able to do anything else. Did I miss a checkmark or something? Please advise. Thank you!

248

1 month ago

g3ANewcomer

asked in eSignature

How to remove red text field which says required

Can some help how to remove this red border from the template.

122

1 month ago

Nico L.Newcomer

asked in eSignature

Template editor appears broken

I’m having an issue creating a template. When I try to edit a template, I don’t see the fields in the editor. When I add a field, the right-hand panel is empty. When I preview the template, I see the fields I’ve added.Editor:(Fields not visible)Preview:(Preview shows the fields I’ve dragged and dropped) Is there a bug in the UI or am I doing thing incorrectly?

192

1 month ago

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