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9 days ago

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eSignature

Have Docusign eSignature questions? Find answers here!

5,160 Topics
15,848 Replies

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5160 Topics

aleehanNewcomer

Bulk Send CSV - Error "Name Required"

Hello! I uploaded a CSV template following Docusign’s v2 bulk import template to share a list of names, email addresses etc. I followed all instructions correctly, yet I keep getting an error on the Email column saying “name” is required (even though I did include Name). Any tips?!

286

8 days ago

AlisonNewcomer

asked in eSignature

Sender to view edits and signature tag in a sent envelope before it is signed

Hi, I made amends in a signed document and resent it for initialling request. Before it is signed I wanted to view the sent document what has been amended in a text box and the signing request in an initial box but could not see them, as if they do not exist. For example I corrected a word - putting a cross line first, then typed in a text box the correction, and right next to it I put an initial tab to indicate an acknowledgement request. But when I open the waiting-for-signing document, I can only see a cross line in the wrong word but not the corrected text box nor the signing request tab. This scars me out as it make me think the recipient will see the same thing and get confused. Is this normal? Did I amend the document in a wrong way?

132

8 days ago

aj7378Newcomer

asked in eSignature

Unable to get support, unable to access Branding event after I've paid for the correct plan

Seriously, I’ve never use a service where it is IMPOSSIBLE to get any support.I’ve paid for your Business plan which I was told will give me access to the Branding option but after I’ve upgraded that, the Branding option is still locked! I’ve tried to open a case but I get thisI’m already subcribe to your eSignature Business Pro and yet I cannot get any support nor can I get the Branding option available for me. Can someone please help as I urgently need to access that branding to send a document over.

262

8 days ago

BernSATNewcomer

asked in eSignature

reviewed by someone else

A solar company is trying to send an offer for my approval. They are being notified that I have reviewed the documents but I am not seeing anything. No email or pending documents in my account. They can’t seem to figure it out and have tried sending it to me on different emails and the same thing happens. Any suggestions for me?

8 days ago

lvincentNew Voice

asked in eSignature

Customizing the Sender and Body of the Verification Code SMS in DocuSign

Hello,Is it possible to customize the sender and the body of the verification code SMS sent by DocuSign? I am currently using RecipientSMSAuthentication for a signer to send this SMS. Thank you in advance for your feedback !

102

8 days ago

WL4192Newcomer

asked in eSignature

Secretary to sign for Principal under Principal's name and direction

Is it possible for:a DocuSign envelope to be sent to a Principal (senior employee) for signing, but copied to their Secretary the Secretary to be able to sign the document on behalf of the Principal but under the Principal’s name (and using their signature)For completeness, this is different to delegating signing. I am looking for a process that replicates (in DocuSign) a situation where a Principal authorises their Secretary to apply their e-signature to a document for signing. Thanks.

102

8 days ago

RSchauerNewcomer

asked in eSignature

Email Reminders for Signature Being Sent AFTER Signature Has Been Completed.

We are experiencing an ongoing issue, with multiple users, both internal and external of our company. The issue is signers are receiving requests to sign documents again, after they have already signed them. The issue began a couple of months ago and is rather sporadic, but we have had more than 10 different users report it at this point, many of which are power users who use DocuSign a LOT. We saw the other post below describing the issue as well, but we don’t believe users are clicking the link to trigger the new email. The users reporting the issue are some of our biggest DocuSign users like Legal, who sign hundreds of documents a year. We use Ariba for many of our DocuSign signatures, but the issue isn’t isolated to Ariba contracts. We also see the issue with manually created signature requests outside of Ariba. We tried some test Documents to see if we could recreate the issue, but they have all worked without duplicate emails. Is anyone out there able to confirm this behavior in

equaleyesNewcomer

Hello all,we bought pro plan today for 3 users. I am unable to contact support due to low level plan, to change my bill to include VAT. How can i get in touch with docusign ? regards

142

8 days ago

abubucker0Newcomer

asked in eSignature

Incorrect envelope usage count being displayed

Hello,I have a developer account, when i try to access the envelope usage details (via Admin → Plan and Billing → View Usage Details) it shown the envelope usage count as 0 which is incorrect.In the Reports section i can see the number of envelope correctly. Have tried checking eith Rest API endpoint (/restapi/v2.1/accounts/{accountId}/billing_charges) and there also the usage is coming as 0. Thanks,Abu Bucker

JerryBNewcomer

When I drag the date signed field onto my document the format does not conform to the settings in my profile 12/11/2024, it instead fills with 11/12/2024. I’ve changed the format everywhere I could find but it doesn’t work. I’m on a global corporate account and I feel like it must have to do with some admin setting I can’t change forcing a European format. The admin has no idea what to do to fix it, any help would be much appreciated. Thanks

8 days ago

wraithNewcomer

asked in eSignature

New Paid User - Cannot Create Support Case

Hello Folks, I upgraded to a paid (standard) account today and wanted to submit a support case. However under manage cases, I do not see an option to create a case, instead I see the following messageYour Docusign plan does not support opening cases. Learn how to upgrade your plan to access support, or find additional help resources in the Docusign Support Center.Isn’t standard paid account eligible to create cases? Or am I missing something

312

8 days ago

HstarrNewcomer

asked in eSignature

Not able to edit a recipient email address when correcting an envelope

One of our team members realized that she entered an incorrect email address after she clicked Send an envelope. When she went in to correct the envelope, the email address section was greyed out and she was not able to type in the correct email address. Could anyone tell me why you wouldn’t be able to edit an email address when trying to correct an envelope?

316

8 days ago

Steve_BascheNewcomer

asked in eSignature

Not All OneDrive folders display

When I try to upload a document from OneDrive, not all of my OneDrive folders come up as options. Any suggestions?

234

8 days ago

GRLinscottNewcomer

asked in eSignature

Help deleting / replacing logo ...

Hi, I have an old company logo that I want remove from sending emails. I have tried replacing it in Admin->Brands->Sending by uploading a blank logo: Yet it still appears in the sending email ….

8 days ago

amarquetonNewcomer

asked in eSignature

DATE

Hello, Could you please inform me on how to change the date from US (MM/DD/YYYY) to European format (DD/MM/YYYY) on my “to be signed” documents?Thanking you in advance. Kind Regards,

14349

8 days ago

AmandaMNewcomer

asked in eSignature

Can I change the expiry date of a contract before anyone has signed it?

One of my contracts only has 6 days till it expires, how can I change this if it’s already been sent? Nobody has signed it at this point.

8 days ago

User8648Newcomer

asked in eSignature

Is there any way to see signer details without a Certificate of Completion?

I am a third party who is not the DocuSign envelope creator or sender, and I am not a signer of the document, but I am viewing a document that has multiple valid electronic signatures, each of which were applied via the DocuSign system. The document does not have the DocuSign Certificate of Completion appended to it. The author of the document has manually created signature fields for the signers, and the DocuSign system has applied, during the DocuSign process, the DocuSign Envelope ID number visible in the upper left corner of each page and the DocuSign signature manifestations visible in the signature fields of the document.Without the DocuSign Certificate of Completion, is there any way that I can find out from the information that the DocuSign system has created during the signing process, not from the document’s author, the identity of each individual signer and the date of each signature as recorded or generated by the DocuSign system without my having to ask another party, such

242

9 days ago

elram1Newcomer

asked in eSignature

Template conditional rule

In creating a template with a conditional rule, the list of signers to select to route to does not load. Is anyone else experiencing this? Any ideas why this is happening, what the solution is?

112

9 days ago

amr.lubNewcomer

asked in eSignature

Automatically Apply Conditional Field Rule to Document Custom Fields

We are using Conga templates to generate Docusign envelope in Salesforce. We successfully applied document custom fields in Conga template using Autoplace Text/”Anchor Tags”. The last thing we need is to setup conditional field rules as per this article (see also image below). However, so far we can add the rules manually. Is there any way to somewhat “save” these rules in Docusign so that those are automatically applied to custom fields? Note that I also plan to ask this on Conga side. Thanks!

181

9 days ago

Steven3016Newcomer

asked in eSignature

Multiple documents: single signer with variable counter-signers

I have 40 documents to be signed two parties. The first party (Party A) will always be the same (in other words, Party A will sign all 40 documents). The counter-signing second party will be different for each of the 40 documents.My question is: How do I send all 40 documents to Party A at the same time, while having the 40 counter-signers only receive their individual document (and not the 39 other documents that they will not be signing)?

224

9 days ago

Michael WildNewcomer

asked in eSignature

How can I create a template for 7 signatories where only one of them has to sign

I’d like to create an template with seven external Signers (no DocuSign-Account) where only one out of this seven has to sign the documents. The signature should be placed on the same place on several pages. Are there any suggestions for me, how i can proceed. We are currently using DocuSign with the web-interface.

112

9 days ago

michmiNew Voice

asked in eSignature

Multipe SMS codes are being sent to customers

Some of our customers are receiving multiple SMS codes when signing their envelopes. Is anyone else experiencing the same issue.This has happened to us on occasions whilst performing testing.

9 days ago

robincornNewcomer

asked in eSignature

password

i can not get docusign to accept new password. My keys work but no passwords

172

9 days ago

KBe110Newcomer

asked in eSignature

Agreements not showing online but are on the mobile app

I logged in through the online version and I see my envelopes in my dashboard but cannot review my agreements. I have changed filters and moved through the different folders but the do not show up. I do see all the documents on the mobile application. I have not created any agreements using the Mobile app. I also had the same issues with my templates and Webforms but without any intervention they showed up after i logged off and back on

122

9 days ago

SummerRNewcomer

asked in eSignature

Client nor myself are getting the document

I have a client who has checked their inbox and spam box but have not received their document. I tried sending it to me and did not receive it either. I contacted our IT department to see if they could find it in my email, and they do not even see it ever being sent to me. This is an important document that I am needing our client to sign before the end of the month. Any suggestion on what could be going on?

173

9 days ago

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