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

1 month ago

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eSignature

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5,009 Topics
15,192 Replies

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5009 Topics

FarahkobeissiNewcomer

asked in eSignature

Clarification on Signature Error

Hello,I encountered an error stating "sign on paper is not allowed" when attempting to sign the document from the provided link.Best,Farah

522

3 months ago

Dale HaverkampNewcomer

asked in eSignature

During DOCUSIGN RETRIEVE , the mentioned file name is truncated if there is more than one period section of the file name . Works for PDF.XXX.pdf but not for PDF.XXX.YYY.pdf

We have issues with the INDEX.csv for the mentioned file nameIt relates to PDF naming when there is like PDF.13MOTIS.pdf the new version of retrieve is fine for docusign retrieve, but when its like PDF.MXE062.XPS.pdf, the retrieve returns the rown in the index.csv with PDF.MXE062.XPS and doesn't supply .pdf . We know we can append that .pdf to make it work, but what we don't know is if we have some names like PDF.XXX.YYYY.ZZZ.pdf and then Docusign Retrieve may only return PDF.XXX.YYY and our append of .pdf only causes PDF.XXX.YYYY.pdf and the file name is PDF.XXX.YYYY.ZZZ.pdf.

emiroNewcomer

I have a document with 6 signatories and I am missing one, but it won't let that one sign. When I try to correct it, it tells me that I exceeded the number of signatories. What can be done to allow me all the signers?

KevinMcDaidNewcomer

Good Morning,I am looking for some assistance if possible… We use Docusign to sign off our timber kit houses. The process we follow is - I create the form fill in details and sign. The form is then sent to the site manager to sign, once they sign the form it is sent to our head office for filing. In some instances the site manager is not signing and the form is then void. is it possible to make it so if this happens the form is still sent to the head office just without the site managers signature? Also was wondering, is it possible for us to pre populate the forms for a full site but keep them stored somewhere until the point they are actually required? This could sometimes be 6-9 months ahead of time so I wouldn’t be looking for the reminder emails being sent until the time we go to use the form. Thanks in advance,

352

3 months ago

KSavNewcomer

asked in eSignature

Pre-populating Signature Issue

When I send a document to a client for signing, it is pre-populating a ‘text-typed signature’ and not allowing the user to change it to a hand-written signature. When they click on the pre-populated text-typed signature, it does not show a drop-down menu option to ‘change’.

191

3 months ago

Urrica.lee1987Newcomer

posted in eSignature

Lending Club scam

I am sharing this in hopes that it reaches others who may be in a similar situation or just anyone in general. I recently have had some financial issues and have also been working on improving my credit . I was delighted to see some "excellent approval odds" on several personal loan companies in which I applied. After applying and getting rejected so many times I gave up. Well to my surprise I received an email from some sheisty sheisters posing as Lending club! WOW I was finally approved!! All this hard work finally paid off?? Being that they were using docu-sign i thought for sure this must be legit. Haha nope but I sure did fall for it. E- signed these lovely documents which said I'd soon be receiving $3000 electronically straight into my bank account. I just needed to provide every personal detail I could to have my identity stolen 😭 I was so overwhelmed with racing thoughts of excitement over all the debt I could finally pay off and what I'd be able to accomplish that it truly

37985

3 months ago

Community UserLegacy User

asked in eSignature

Envelope expiration date/time

If an envelope is set to expire on a given date, does it expire at the beginning of that date or at the end? Or does it depend on the time the expiration date was set?Thanks,Teri

TCRoofstockNewcomer

I’m trying to make a real estate contract with editable fields. I used to be able to easily upload a doc and then insert these editable fields, but for some reason I can no longer access the field list, everything is greyed out.

592

3 months ago

bp81Newcomer

asked in eSignature

How can I set the tab order of prefilled fields in a template?

1302

3 months ago

DebWillNewcomer

asked in eSignature

Name and Email Fields

I am sending out a form that needs multiple people’s information - name and email. I do not have Powerforms the “specify the recipient” option. Is the only way to get around this is to have a text box field instead of name and email? I do not know who the other recipients are. Thank you.

262

3 months ago

Ken. Williamson24Newcomer

asked in eSignature

Hello Everyone need a little help please

I’m new to Docusign and trying to fill out a real estate Purchase & Sale Agreement, I can't figure out how to manipulate the text field to adjust it to fit on the line? I can click outside the box and get it to look like its adjustable, but it won't allow me to adjust to fit the lines. I don't have this issue with the company field any input is greatly appreciated!! Thanks

474

3 months ago

OlivierSNewcomer

asked in eSignature

automatic signing in case of operational workflow approval

Hello everyone,My business team would want a particular signing process and I like to know if it’s possible and what is the best way to help them with Docusign, please? During a workflow, a legal document should be signed by the 2 parties that approve the workflow. If the 2 parties approve the workflow, the document must be signed by both. However, the parties would like that when they appvrove the workflow, the document be automatic signed without additional steps that requests them to sign the document. I had a look to the API references but I didn’t see any API that would generate a signing and it seems strange that a tool as Docusign allow automatic creation of signing. I thought to an other way: it’s the signing that generates the approval of the workflow. So, no need of extra steps to approve the workflow.Have you ever been face with that case? What is your opinion, please?Thank you very much. Kind regards,Olivier

784

3 months ago

manfonNewcomer

asked in eSignature

Copy and split a field in a template?

I am preparing a template with a long contract document. In the beginning the details of the contract partner will be given (through a web form) to the template fields.One of the fields is “postal code and place”. 16 pages later the signatures will be given. Could we extract the place from above, copy it and paste it her automatically? If so, how? Thanks in advance.

254

3 months ago

Community UserLegacy User

asked in eSignature

I need to validate a field to be 9 digits (numbers only with no spaces). What's the regex I need to use?

The field is used to store a code - its not a number ie uses a separator. So I can't set it to field type Number

3355

3 months ago

GsegaNewcomer

asked in eSignature

Client Forgot Email Sign In

My client forgot their email log in to sign their envelope. Can I forward the envelope to a relative of my client and my client can sign the envelope via a different email address?

MRBNewcomer

When it states I have “1” send left, does that mean One send from me? or does that include a send from a recipient?

231

3 months ago

TakaNew Voice

asked in eSignature

The envelope cannot be verified.

I have created an envelope and sent it to the signatory, but I cannot see the envelope I have created on Docusign.

Pat JohnsonNewcomer

I’ve done this several times - dropping in a doc for signature from 2 peopleThis time i’m getting an error message.Any idea why?

AnenoNewcomer

Hello,How do I quit the application ? I don’t need to sign official documents with a certified signature. I just needed it once. I don’t want to have to pay for one signature after 30 days. Where is unsubsribe on the web site ? Thanks

192

3 months ago

BSting34Newcomer

asked in eSignature

Checkbox Action - To Navigate on a Template

Hi ! Is there a way to create an action for a checkbox on a template ? The requirement is when the user clicks the checkbox, then the user is automatically navigated to a different page within the template. Basically the user is asked if they want to complete the application - if they click the Yes checkbox - Then looking to automatically take that user to the start of the application. ( for instance checkbox is on page 3 and the application starts on page 5 ) - - So user would click the checkbox on page 3 and then automatically be navigated to page 5. Thanks for the guidance !

182

3 months ago

Cucciolo's-JoshNewcomer

asked in eSignature

Some issues creating a template

Hi All,I am brand new to Docusign. The main reason I joined was to be able to create a shareable credit card authorization form for our restaurant. This will be used for booking private events. For some reason I am having issues with two fillable boxes. One is for a telephone number and the other is for the expiration date of the card in month/year format. Can anyone help me get these two text boxes formatted for this?

302

3 months ago

raycryNewcomer

asked in eSignature

Report to show how many agreements each user as in progress

Is there a way to pull reporting information that shows how may agreements each of my employees still have in progress?

ScoMoNewcomer

Is there a way to download an entire envelope history for all users on my account?

293

3 months ago

sgarciavNewcomer

asked in eSignature

Including form field in email subject

Hello, I have an account number that is an entered field within an envelope.It is being requested that this account number be included in the subject line of the email reminder that is sent to the next signer. Is this possible?I have been looking,but have not found information regarding this. I found how to include a signer’s name in the subject line, but this was not acceptable. Thank you! Salvador

663

3 months ago

Becky ValenteNewcomer

asked in eSignature

Bulk Send CSV Template Issues

I’ve created templates successfully many time before but I recently created one and once I go into get the Sample CSV none of the data labels I’ve inputted on the form are populating on the excel template. The CSV just has Client name, email, Identification, and Phone number. I’ve done nothing different than I have in the past, wondering if something new changed with the docusign update?

646

3 months ago

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