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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!

5,009 Topics
15,188 Replies

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5009 Topics

RrichardNewcomer

asked in eSignature

Signing assistance for visually impaired (blind)

An associate of mine is blind, but is required to sign legal documents. Does the docusign software contain any ADA assistive features that can be accessed in this particular instance?

544

2 months ago

amandanc14Newcomer

asked in eSignature

Not recieving new document to sign

The sender has double-checked with the correct email address, I have made sure to check my junk/spam, there are no filters on my email, and no blocked senders. I have received a different envelope to sign last week and it was fine. I have logged into my account and it is not showing up there as well.

262

2 months ago

rvetagireNewcomer

asked in eSignature

Online Verification - Croatian Resident Card - Indian Passport - Need Support

Hello,I am unable to verify my legal documents because they do not appear in the system. I was instructed to contact support, but navigating the numerous options has been challenging, and I'm unsure which to select. My case involves a Croatian Resident Card and an Indian Passport. Could someone guide me on how to effectively reach the appropriate support team or department to resolve this issue? Any advice on the correct process or steps would be greatly appreciated.Thank you for your assistance.

172

2 months ago

scottyike1294Newcomer

asked in eSignature

Attachment to Template

I created a template with the main letter/attachment and all the signatures, settings, etc. so it would repeat every time I apply it to a new letter. However, I would like to add a boiler plate attachment PDF notice to every letter I send out, so i edited my template and added this attachment to the template but when i apply it, the attachment is not there. Do I need to add the attachment every time or is there a way to have it automatically add itself when applying the template?

182

2 months ago

StacySegerNewcomer

asked in eSignature

Formatting fields for forms

Good morning.I’m working on a pledge document for a campaign. As I enter the fillable fields, I need to use numbers WITHOUT decimals (for dates and timeframe) but that isn’t an option in the number format section. Is there a way to do that? I’m stumped. Thanks! ss

1012

2 months ago

sofian_solusignTroubleshooter

posted in eSignature

How To Correct Docusign Envelopes in 2024

Hi! I just published a new YouTube video on how to correct envelopes in Docusign without the hassle of resending them.You will discover why correcting is often better than resending and how to efficiently make updates to your documents, whether it's through the Docusign interface or using automation tools. You can find it here: Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

260

2 months ago

CHENCONGHENewcomer

asked in eSignature

How do I get a refund? How long will it take for the refund to arrive?

I made a mistake in purchasing. Originally, I purchased one account for three months, but I purchased three accounts for one month. May I ask how to refund and re-purchase? How long is the refund time?

emySFNewcomer

Hello good people! I need help on field order.I found on the topics of the community that it is possible to set an order to the fields, which could be very usefull for us since we have a new contrat with the basics (pages 1 to 10), then the signature (page 11) and after some appendices (pages 12 to 14) with fields that need to be completed by the customer.So we want to put an order to the fields so that the fields in the appendices are completed before going to the signature.I saw on a topic here saying it was an option available so I contacted the customer service and asked them how I could get the option, the price and a quotation.I took me 3 weeks to get the info that this option was available on my package but was not activated.Finally happy to get what I asked for (but with no explanation on how to use it), I tried to use it this morning, and it is not working!!Maybe there are some settings to do on the account (maybe auto navigation?) but I have looked in the parameters and could

1247

2 months ago

laslaw01Newcomer

asked in eSignature

Check boxes appear in the document, but disappear when the document is signed

My contract must have functioning Check Boxes. I inserted them using the instructions here: https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gbo1643332197980&topicId=mks1578456508623.html&_LANG=enusI created a checkbox on the first item, copied it, and created the second checkbox on the second item. I tested the checkboxes and saw that I could click on the first, click on the second, and then unclick the first. So it appeared to be working.At the signature lines, I inserted text boxes for name, title (at company) and a signature box for the signature.I filled everything out. The document came back to me with NO CHECKBOXES. Not even checked or unchecked. They simply didn't appear. Just blank spaces.To repeat: I tested the check boxes and they functioned when I sent them for signature. The signatory checked one of the boxes. But the document was returned to both me and the signatory without any check boxes. Just blank spaces.

1562

2 months ago

VasNew Voice

asked in eSignature

Developer API purchase plan - external apps

Hello I plan to release my app that will be using multiple external app for each of my client. I'm using eSignature API.I wonder which pricing plan should I purchase. I saw page (https://ecom.docusign.com/plans-and-pricing/developer) with sum up but there are no direct informations about API purchasing details. I don't plan to use docusign features for myself. I want to purchase plan that will allow me to use API for my client's orgs. Can you provide more details on developer plans? Let me know if you need more details of my setup.

412

2 months ago

TreesNewcomer

asked in eSignature

Application form template

Hi, we often need to send out application forms for completion. Some questions require a YES/NO response, but others require free text responses. IE customer name, address, additional information. The document is 11 pages long.Being a frequent user of Docusign for obtaining signatures…. Is it a simple process / possible for an application form to be uploaded to send to customers for completion? to be user friendly.Any suggestions/help would be greatly appreciated.kind regards

412

2 months ago

emhayaNewcomer

asked in eSignature

Change body of email sent by Power Automate

Hi, I am using a Microsoft Power Automate flow to generate a document, create a Docusign envelope, attach recipients and tabs for their signatures, and send it. I have 3 recipients set in a signing order. I have custom email bodies requesting they review and sign the document. My issue is this - when the envelope is completed, Docusign sends an email automatically. The body starts with ‘All parties have completed [document name], but the text from the original email remains. The only link to the document is to review the completed version, but to mitigate any confusion, I want to remove the original email body (the request to sign) from the completion notification email. I’m looking for a solution that either: can remove the original email body from the ‘completed’ email or turns off the ‘completed’ email notification, so I can send it through Power Automate with custom text. Thanks!

1242

2 months ago

CarlosMDuranTNewcomer

asked in eSignature

Counting envelopes

Hi team:How can I know how many envelopes we have used

162

2 months ago

FAAANewcomer

asked in eSignature

Business Pro Edition - can't add users

HiI have just taken over administration of our eSignature Business Pro Edition -Seat Subscription-Seats subscription.Currently there is only 1 seat with 1 user. When I navigate to Users and Groups → Users I see an option to add Seats but no option to add Users.From looking at the DocuSign web page that describes the features of Business Pro Edition it states:Add multiple usersShare the power of Docusign. Add colleagues to send and manage agreements all on one account. If you need to purchase a plan for more than 50 users, please contact sales.How do I add additonal users?Thanks

685

2 months ago

Community UserLegacy User

asked in eSignature

Sending an envelope on behalf of another user

Hello! I am tring to find a way for an Admin Assistant to send out an envelope so that it appears as though it is coming from the Executive they support. We are using basic DocuSign and no APIs. What is the best way to accomplish this so that our customers (the signers) receive the documents from the Executive, as they have come to expect? We do not want the Executive to take the time to set up the document. Thanks in advance for the help!

532

2 months ago

linweicNewcomer

asked in eSignature

Unable to copy a voided envelope

I am unable to copy a voided envelope. The new page after clicking COPY never show up. What is wrong?

3311

2 months ago

E. AguilarNewcomer

asked in eSignature

Why can't I find the option to create PowerForms on our Business Account?

Hello! We are trying to set up a PowerForm but can’t find that feature. I’ve followed this guide: https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=mfo1583277360424.html&_LANG=enus but cannot find the option to enable PowerForms. Can someone guide us on how to enable this?

634

2 months ago

KevinGTYNewcomer

asked in eSignature

Searching for docs of other users

How do I search for documents that were created (and signed) by another user. The user has since left the company. I am an administrator in our Docusign account

803

2 months ago

CAustinNewcomer

asked in eSignature

Template Matching Not Working for User

I am having an issue with other certain templates not matching for a user all of a sudden (has previously worked fine). The templates are shared with the user, the user has adjusted their matching percentage down to 20% but when uploading a document, the correct template will not pop up to choose. I try the exact document the user is attempting and the template matches at 78%. Any advice?

53614

2 months ago

LCSNewcomer

asked in eSignature

Share via an open link

Hi everyone, we are just starting using DocuSign and I'd like to know if there is a way to share an envelope through an open link. Which means, whoever has the link will be able to complete the fields and sign the document. Is this possible? Thanks,LCS

5755kerryNewcomer

my portal says i have 107 ‘waiting for others’, but when i scroll down i can only view about 30 of them. any ideas where i can see the rest?

pdesalvadorNewcomer

Is there any possibility that, together with the code of the envelope that Docusign adds to all the documents, a QR code is include as “secure verification code”, where it can be checked that the document is real and valid?

1272

2 months ago

calvinzhouNewcomer

asked in eSignature

Signature change, I have updated a new signature but when I sign a document it still uses the old one even when I deleted from my profile

Signature change, I have updated a new signature but when I sign a document it still uses the old one even when I deleted from my profile. What Can I do ?

KGutierrezNewcomer

How can users see form data after an envelope is completed? I would expect there to be a setting that allows this, but I’m unable to locate it. Is this possible?Thanks.

HannahCrockNewcomer

Hi, does anyone have a recent DocuSign SOC2 report? I am currently undergoing ISO 27001 compliance for my business and all our ‘high risk’ vendors need to have a SOC2 report. Thanks

11446

2 months ago

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