eSignature

I need to create a formula that totals the amounts from three text fields with numerical validation. The rub is that each of the text fields is completed by a different signer (different role). DocuSign keeps telling me there is an error in the formula field, but I have triple-checked the syntax and field names. I am left to think there is an issue with creating a formula using the values from three different roles. Notably, the text fields are set for collaboration.

Cancelled my account in March … charged in April. Went through a hard process for that refund only to be charged again in May. I WOULD USE ANY OTHER SERVICE THAN DOCUSIGN. Their lack of a human to help you is unbearable. 

Followed the format. Clicked + on checkbox. Had a checkbox group. Went to Validation. Tried any number of them. Exactly 1. Range 1-4. At least 1. Doesn’t work. Makes each box required on preview or when sent to investors. 

I built a website for a client and he wants all the techs that have access to their account on the company’s website were they can click on a button to go to their agreement and sign it. I’ve upgraded from free to standard, then from standard to business pro, and I still can’t figure out how to make this work. Help please.

How can I get DocuSign to stop reformatting my pdf documents when uploading for signature.  DocuSign auto resizes them to be huge or so small they cannot be read.  I just need them to stay at the size they are created.

Every time I create a document DocuSign chooses the color of the signature box.  It is different every single time.  Sometimes it is yellow, sometimes blue, purple, and now they have added pink.  I do not want my signers to see pink boxes on their documents; it is very unprofessional.  I would like the signature box to be the same colors every time.  But I cannot figure out how to change this setting.  All the instructions provided by DocuSign do not help with this and not being able to call a DocuSign rep but have to do15 steps just to ask a question through this silly forum is ridiculous and frustrating.  HOW DO I change the color settings for the signature boxes to be the same every time?

I have several documents indicating they will be purged by May 1, 2024.  Is there a way to make sure they are not purged?  I have already changed the record retention/purge parameters but they are still showing they will be purged.Also, I have received individual emails for all of them letting me know they will be purged.  Some indicate I cannot change because I have restricted access (I am an administrator).  I would like to reverse everything in bulk not one by one.  

We are creating a template where we are asking all business owners to attach their most recent personal tax returns. We are using the “Attach” field for each signer. However, in testing out the template, it appears that one signer can see the taxes that were attached by another signer. We obviously can’t allow that for privacy reasons.We have the doc visibility setting that requires a signer to have a signing responsibility to view the document, but since these attachments don’t have any signing responsibility, they are viewable by all.Is there any way to hide attachments from all signers, even in the completed documents email?

Hello Everyone,I required some clarity around the download capabilities for signed documents within a DocuSign envelope. Can signed document downloadable for infinite time or not. Let me know, if we can the download the document infinite time before envelope expires or not.Thanks and RegardsCharan Balam

Good Afternoon - When I logged into my account just now to send an envelope to a client for signature, I had a message on the main page that I do not have access to send envelopes. I have had the ability to send envelopes since my account was opened several years ago. I sent an envelope two weeks ago. What has changed to my account? Thank you for your help.

Hi there !  I see that a folder has been voided because time expired ..  is there any way of un-voiding the folder ?  TYIA for youor help.

I have signed but the ‘Continue’ button takes me to this message: “You haven't quite finishedYou haven't yet signed your agreement. We'll remind you again later.”Then it suggests I press the “Review’ button again in the initial email, which I do. This takes me back in and clearly shows my signature and date in the form. There are no active flags to be able to re-sign. The form is complete. I press Continue again and get the same message. This happened after the initial Signature which I customised to my own signature. Then it said I could check the document in Docusign. I clicked on that intending to print the form,  which took me to the Docusign login. I logged in with password and code which brought up some weird stuff which looked like it was for the sender rather than the recipient, but no form for me to review. I logged out of Docusign thinking I would try to print from the email instead. Then got the ‘You haven’t finished’ message. EDIT

I did not receive the email to sign a document (I suppose the other party recipient also dit not). What is the problem here. 

hi i am trying to use/send a template on an ipad that i created on a desktop and when i click on the template from template a box pops and says “ Unsupported Features”  To use this template, please log in with a computer.    Not sure what this is, other templates work fine.  Is there something that i can do to make this work.  I have a service company and would like to have our field techs use instead of paper forms.  thank you 

I recently was appointed to manage our DocuSign eSignature instance, and when doing a review of the users found that I have a few that have left the company, their users are active, before deactivating their accounts need to know what would be the best practice to backup any company document that might be under their user and after having those documents. then proceed to deactivate those user ids.

We try to implement DocuSign in our Sharepoint envirenment.  According to the knowledgebase the first step is:From a SharePoint document library, select ... > Manage Docusign Administration Settings. The Settings window displays in a new browser tab.But i can’t find this on any document library. Any idea where I can find this?Or where I can do this:To use Docusign for SharePoint, a tenant admin must grant permissions to the app. From a document library, select Manage Administration Settings in the Docusign menu and click Grant consent. Thanks.

When assigning fields for customer to sign, it used to be yellow. Now its changed to blue and I don’t know why, nor can i work out how to change it…Any ideas?THANKS!

Should envelopes sent to bulk recipients appear in the bulk actions log?  I enabled this on our account and a user informed me they sent 30+ envelopes yesterday using bulk sending.  However, I see nothing in the logs. Perhaps I am not looking in the right place?

Just wondering if Docusign offers phone support when we are stuck?  

I’m unable to edit my user name. I select Actions and then Edit. Response is An error occurred while getting user detail. 

I am a tenant and the realtor sent me my lease to sign. After signing, he did not send me my own copy after he has verified it. He did not send me a copy and I did not download the document I signed. The link has expired. Is there any means by which I can have a copy of what I signed?

Hi i know an individual user can download your own completed DocuSign's and file away,  but would it be possible as an Admin user to export all signed PDF’s documents, for all the users on that account? is there a way to mass export these so they can be filed in one location ? 

I am able to find previously signed documents, even very old ones, by its IDs but they are not showing on my account page. Please advise.

I need help understanding why that I’ve recently sent different envelopes to different clients and they don’t get a docusign notification even if we change emails.  

Hi there, I’m a real estate agent.  I’ve been using docusign for over a decade.  I’ve never had soo many issues with his company.  Docusign has charged me an extra subscription and will not get back to me.  It’s been a week since this has happened.  I opened a case and they keep sending me the same email over and over stating that they are sorry and will call me the next day.  How does this company get away with no customer service!  Does anyone have any advice?  Thanks!