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12 days ago

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eSignature

Have Docusign eSignature questions? Find answers here!

5,169 Topics
15,884 Replies

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5169 Topics

BrendaHNewcomer

Envelope - can we send back for change to selection after mark completed?

I have a recipient that completed and signed and envelope, but they checked the wrong box. Can I send it back to them to modify or what is the best way to send it back to them to fix? Thanks,Brenda

Teri.MaierNew Voice

According to DS Support articles and posts found on the Community, I should be able to set a specific navigation order for the fields in my template so that the signer completes them in a logical order. The sources say that i should find a section call Field Order on the right side of the screen along with the Formatting, Validation, etc sections. However, that section is not there. I have attached a screenshot of the options available to me in that area - Field Order is not there. Our account is an Enterprise account, so it is my understanding that we should have everything available. Please explain why this isn’t there and what needs to happen to add it.

2795

4 months ago

sofian_solusignTroubleshooter

posted in eSignature

How To Use Docusign Elastic Templates In 2024

Hi! I just published a new YouTube video on how to use and create Docusign Elastic Templates. You will learn how to use Docusign Elastic Signing templates to capture user consent directly within your mobile application without needing to send separate documents for signature. This tutorial will guide you through creating, customizing, and integrating these templates to streamline workflows, especially for high-ticket consumer services. 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

4 months ago

Tyler CrossNewcomer

asked in eSignature

Powerform Sender not Receiving Email

I currently have a Powerform in use. It has a initial person that fills out the form with their information. The form then goes through the signing order for review and signatures. I am trying to figure out how the initial person that fills out the form can receive email updates of the form. Must people that fill the form out are guest users and do not have a account.

652

4 months ago

careerservicesNewcomer

asked in eSignature

Correct Bulk

I have corrected a bulk send multiple times to extend the expiration date but it keeps reverting back to the original expiration date. has anyone experienced this? How can I correct it?

DarrylSankarNewcomer

I’m trying to set up a envelope that requires a wet signature from one of the signers. I have done a test send and the recipient does not have the option to Print and Sign. Is there any settings that we need to activate? or any way to require a wet signature on a document via DocuSign?

2976

4 months ago

ScopeGNewcomer

asked in eSignature

sending a template with an ipad

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

2024

4 months ago

arbasialdiNewcomer

asked in eSignature

Certificate of completion - send it or not ?

Hello fellow members,If I email someone a document signed by docusign and they were not part of the envelope, should the certificate of completion be sent together with the signed document or not ? Does sending it pose a security risk in any way shape or form, given that some personal information is written in it, such as name, email, position etc ? Thank you

1254

4 months ago

Inspira BuildNewcomer

asked in eSignature

Building Contract Template

Hi Does anyone know or have a template for the signing of building contracts ?

132

4 months ago

Thilo GauglerNewcomer

asked in eSignature

Creating a template / Signers that are required to meet 21 CFR part 11 compliance must have at least one required, non-conditional Signature or Initials tab.

Hi together, We are trying to send an envelope to docusign via the ELO integration. We receive an error message, when the action “Send envelope” is triggered. “Signers that are required to meet 21 CFR part 11 compliance must have at least one required, non-conditional Signature or Initials tab.”In this post it seems as we would need a template with a signature tab: Sadly we are not too familiar with creating templates. Does someone have a sample template that we could use for a test case? Thanks a lot in advance,Thilo Gaugler

462

4 months ago

mmonacoNew Voice

asked in eSignature

Add a new signature in docusign profile

Hello,how can I add a new signature in my company profile? Basically, I need to have one signature in case I need to sign a personal document and a new one that has the company signature, like a stampIf I try to add a second signature the system asked me if I want substitute it with the one already presents. How can I add a new one without substitute and having double choise?thank youBR

4 months ago

J-PBNewcomer

asked in eSignature

PB sur champ de collaboration

Bonjour,je rencontre un problème dans un modèle : sur un champ texte, j’ai coché que les destinataires peuvent collaborer/ aucun problème. En revanche pour autre champ texte, j’a coché également que les destinataires peuvent collaborer et j’ai un message d’erreur lors de la constitution de l’enveloppe. La seule différence entre le 1er et le 2ème champ est que le second est une valeur d’une formule de calcul.Est-il possible de contourner ce problème ?MerciBien cordialement,

164

4 months ago

mweber96Newcomer

asked in eSignature

Bulk Send CSV report completed status

Hello! I am trying to send a bulk invite template to 5,000 people. Once the document is signed, I would like to export the signed documents to a .csv file report. Is it possible to filter out the people who have signed the document, so that the report only includes documents with the “complete” status? I do not want to include people who have not yet signed in the report. Thank you!

452

4 months ago

mmonacoNew Voice

asked in eSignature

Powerform user experience

How I can solve the following problems?1- When the powerform has been completed, if the FO accesses the link again he receives no warning that the powerform process has been already completed. Do you know if exists a way to have a block in case of accidentally re-accesses the same email?2- It seems that the hyperlink can also be used by e-mail addresses other than those who received the powerform. Is it possible to set some sort of block for each powerform sent, so that it cannot be forwarded by the recipient to be used by another e-mail address?3- What the function is for quantity-based usage setting in the advanced options?thank you for your supportBR

999

4 months ago

lvincentNew Voice

asked in eSignature

Issue with Disabling Completion Notification Emails in DocuSign

Hello,In DocuSign, I have unchecked the "Notify me when an envelope is completed" box in the email preferences for signers. However, the recipient still receives an email after signing that says: "All parties have completed «document’s subject»". How can I stop this email from being sent?Thank you in advance for your assistance.Best regards,

1121

4 months ago

SayedNew Voice

asked in eSignature

Branding logo image file type

supported file format to upload logos seems to be XML only, how do I upload Jpg or Png format. secondly is there way to enlarge the logo?

792

4 months ago

Community UserLegacy User

asked in eSignature

How can I drag & drop the signature boxes with more accuracy on an iPad. It's not as easily done as on the computer & I have to delete and start over every time. Really aggravating.

1567

4 months ago

LISAKAYFRYNewcomer

asked in eSignature

Only return certain pages to the next signer

Hi all,We are sending our new hires information and forms to complete and sign. Then the entire packet comes back to the recruiter who also has to sign in a few places. Is there a way to only get back the pages that the new hire completed and eliminate all the informational pages that come back? We send a very long policy document as well as other information. When we get this back we need to send the completed data pages only on to others to create an employee ID.Thank you for your help!

222

4 months ago

Anthony1111Newcomer

asked in eSignature

Sending multiple documents to different recipients

Hi guys,First of all, sorry if this is not posted in the correct category.Is there a way to send multiple documents to different recipients ?Such as → Document-1 sent to recipient-1 → Document-2 sent to recipient-2 Perhaps a CSV file with the different data between Document-1 and Document-2 could work ?With everything in a unique bulk or something like that.Thank you for you help ! Anthony

362

4 months ago

shads6200Newcomer

asked in eSignature

Can I make my envelope two parted?

I have two documents in my envelope, and I want to make it so that each document is it’s own section. The signer should know that these are two different documents. So the ideal workflow I am describing is that the signer gets the email, opens the doc, and they can go through and sign part 1. Once done, they click next, sign part 2, and then they can submit. Is this possible?

997

4 months ago

APateyNewcomer

asked in eSignature

Signer not receiving document

My signer - I’ve sent to 2 people - isn’t receiving anything? But it shows in docusign it’s been sent and it’s “waiting”

19238

4 months ago

NG WhaleyNewcomer

asked in eSignature

Envelope issues no final editing options for signatures, etc

I am unable to do the final editing after creating an envelope. There is no drop-down on the left to add signature fields, info, etc. When I click on Active (Send Now) the icon appears for the option to fill in the form or send blank. When clicking to fill out the form, the form icon disappears & nothing happens.This is on my laptop Windows 10

254

4 months ago

Jorge.ManzanoNewcomer

asked in eSignature

Salesforce integration users dont receive any update once envelopes are open or completed

Hi everyone, We are using Docusign as a Salesforce integration and send envelopes correctly from there however we are not able to receive any update in our email when the customer opens or completes the envelope so not sure what are we missing, can you please advise?Thank you

262

4 months ago

2026WCNewcomer

asked in eSignature

CAN DOCUSIGN CREATE A PROPOSAL WITH CHECK BUTTONS AND CALCULATE TOTALS AUTOMATICALLY

WANT TO CREATE 1 PACKAGE WITH INDIVIDUAL LINE ITEMS AND PRICING.CHECKBOX ON EACH LINE SO THAT CLIENT CAN SELECT TO INCLUDE THE PRICE, THE AMOUNT SHOULD AUTOMATICALLY ADD TO A TOTAL? iS THIS POSSIBLE TO CREATE WITH DOCUSIGN?

564

4 months ago

hcharlesNewcomer

asked in eSignature

Restricting User's Activities

Can I restrict a user's ability to sign documents? I want certain users to have the ability to sign or initial documents, or issue documents for signature, but want to prevent their signing contracts via Docusign.

642

4 months ago

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