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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!

5,040 Topics
15,280 Replies

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5040 Topics

NahalNew Voice

asked in eSignature

DS Email

What are some examples of someone would send with DS Email? Also, what is the benefit of using DS Email?

132

8 days ago

CarDanaNewcomer

asked in eSignature

Can't find a signed document (but I have part of it saved locally with envelope ID #)

I have a back-up copy of a document that was signed on Docusign (saved locally). I only have one of several pages. When I go to my account at Docusign, there’s no record of it (even when I search using the envelope ID #) - any ideas on how I can find it?

8 days ago

Rick Gr0ssNewcomer

asked in eSignature

Managing email

How can I see email older than six months? i have a Docusign Account but it won’t let me go back any further than that?

602

8 days ago

bebourdainNewcomer

asked in eSignature

User Signs DocuSign but Then DocuSign add a yellow box over the signature and asks for signature again

152

8 days ago

Teri.MaierNew Voice

asked in eSignature

Setting up shared access in bulk

Hello,Is there a way to create shared access in bulk? I have a group of about 125 people and they all need access to each other’s envelopes. Doing this individually will take several days and i can’t devote that much time to it. Is there a better way?Thanks,Teri

8 days ago

Tech280Newcomer

asked in eSignature

Retrieve Filters

Trying to get Retrieve Filters to work with little success. I have a template named 2025 Financial Products and Promotions Agreements Packet 2 (with some variation). I have tried using Filter of Template Matches (RegEx) \(Packet 2\) and get no results despite seeing these completed documents in the web UI. I also have a Packet 1 which I’m trying to avoid in this specific Retrieve. Any suggestions on how to best setup a filter to get these envelopes?In the Envelope Custom Fields I see this. Can I use either of these?

141

8 days ago

LMH19867Newcomer

asked in eSignature

ID Verification and Liveness - Disclosure

Hello - When using the ID Verification and Liveness feature what do you in include in your disclosure for consent and ensure the use is in compliance with applicant?

314

8 days ago

MaxSFNewcomer

asked in eSignature

Automation of DocuSign with Salesforce and Sharepoint

Hi all, For a client who is using Salesforce we are looking at DocuSign. But they have some specific requirements and we are wondering if this is able with DocuSign. They want to start the process with DocGen. So, with the push off a button in Salesforce a template should be generated and stored in Sharepoint. Then they want to adjust the template in Sharepoint with Word. When the document is ready they want it to be sent to the right persons for singing. This process should be fully automated with a push of a button. So when they push on a button in Salesforce it will sent the document for singing directly from Sharepoint, so no screens will open where they have to verify the signees or they have to add the signing box. This will all be done automatically. The signees will be internal users and external. Is this possible with DocuSign and if yes how?

111

8 days ago

ShararehNewcomer

asked in eSignature

Questions regarding the DocuSign application

Dear DocuSign Team, Could you please help me with the answers to the following questions: In order to sign a document with Advanced Electronic Signatures (AES), what can be used as a factor for two-step authentication? Is it possible to sign a single document with all three forms of electronic signatures (Electronic Signatures, Advanced Electronic Signatures (AES), and Qualified Electronic Signatures (QES)) at the same time? What is the current version of DocuSign? I look forward to hearing from you. Kind regards,Sharareh

212

8 days ago

Kenny TraberNewcomer

asked in eSignature

Does anyone know how to contact DocuSign support?

I’ve tried contacting support via chat on the website, but I am unable to contact anyone. The bot on the site is unhelpful & the prompts are not guessing what my question is anywhere close to correctly. They offer numbered options & when I select a number, the chatbot automatically closes the chat so I have to start back from square one. I had to keep going around a loop of answering the questions & getting links to unhelpful resources that did not get me to anything to help me self serve.

221

8 days ago

GabrielNewcomer

asked in eSignature

Export signatures as p7s file

Dears,Please, does someone knows how to download the archive in the p7s format?Thks!

262

8 days ago

Sobana.vasudevanNewcomer

asked in eSignature

Connect X.509 Certificate Annual Renewal

In my account I am not having the Enable Mutal TLS active - so will certificate effect my tenant ?

102

8 days ago

leasingNewcomer

asked in eSignature

De-activate signature panel

Hi there,I am being asked to de-activate the signature panel on a document i have sent but the pdf is not showing the signature panel at my end.This is what the other party is getting at their end and they are not allowed to sign using signature verification.

192

8 days ago

JneuhausserNewcomer

asked in eSignature

Multiple Custody Transfer Rules

Can docusign handle the below? If so, which custody transfer rule would be invoked? We have a user that has multiple groups. There are multiple transfer rules in place. One rule for each individual group. When the user who has both groups sends an envelope, which custody transfer would apply?

akabNewcomer

When sending out bulk letters that require signatures is it possible that a blank field can be populated with the receivers name automatically? If not is there some alternate option, we have over 300 letters to send out to separate companies that require e signatures and we would like the name field to be populated with their individual names - any help is appreciated

123

8 days ago

WRplmNewcomer

asked in eSignature

Not able to esign the doc I sent

I have used Docusign for years and have a new problem today. Most envelopes I send require me to also esign. But today I am not able to esign a new envelope. Screen goes blank. Have cleared cache & restarted. My client received & signed their portion fine. Not sure what to do? Thanks for any help.

334

8 days ago

taylor13Newcomer

asked in eSignature

Error has occurred. Make sure your connection is stable and try again.

Whenever I try to login, there is always an error that says “Error has occurred. Make sure your connection is stable and try again.” but when I tried to login to other machine, it successfully logged in. Do you have any idea how can I fix the error with my machine? They are both connected to the same internet

5176

8 days ago

MuzziqNewcomer

asked in eSignature

How to Set Up a Multi-Section Form in DocuSign Where Only Relevant Sections Need Signatures?

I'm working with a scanned form in DocuSign that has four distinct sections, each corresponding to a different case. Only one section is relevant for each use, and we want to fill in only the applicable section while leaving the other sections untouched. However, the entire form needs to be completed with initials and signatures for any selected section to be considered valid.My main goals are:To ensure only the relevant section (based on the case) requires initials and signatures from the recipient. To leave the remaining sections blank if they’re not applicable. To streamline the signing process so that recipients don’t have to interact with non-relevant fields.Is there a way to configure conditional logic or recipient routing in DocuSign to make only the applicable section of the form active for each case? Or is there another approach to achieve this selective signing setup?Thank you for any guidance!

101

8 days ago

Cricketer_92Newcomer

asked in eSignature

DocuSign Technical Error

Hello, I am trying to complete a background check on a platform that uses DocuSign for eSignature, and I need to use DocuSign to sign the form. Since the weekend, I am getting the following error when I go to the sign page:DocuSign is currently experiencing technical difficulties. As your file requires the use of DocuSign to sign the necessary consent forms, we are unable to proceed at this time. Please try again later.Any help would be appreciated!

151

8 days ago

jbeethamNewcomer

asked in eSignature

Why are my fields so out of alignment in eSignature?

No matter how well I line up my fields when preparing an envelope, they are ALWAYS out of alignment post signing. What am I doing wrong? This makes my signed documents look terribly untidy, no matter how much I try.Example here where the fields are perfectly aligned and centred within each section of the document. However, the final result has them both unaligned on the left-hand side, and also out of alignment with my document.

141

8 days ago

sdielNewcomer

asked in eSignature

How to have multiple declines on a document

I am submitting a request to a Committee, and we need to show that each signer declined to approve. However, once the first person declines, it voids the entire envelope. How can I set up a docusign that each person can select Decline, and then sign?

385

8 days ago

LAWNewcomer

asked in eSignature

Change the email on the Envelope

I set up a 2-signor signature form pdf that is initiated by smartsheets.The test of the docusign presents with my personal name “Leslie has sent you a document to review and sign” and includes my email.I need to change that.How? Thank you

9 days ago

DiegoDiasGALERIANewcomer

asked in eSignature

Transfer powerform agreements to group

I have a powerform and i want to transfer all signed agreements to a group. Is it possible?

9 days ago

creditbobNewcomer

asked in eSignature

Creating an Either or Option in a document

I want a client to be able to select a different payment method like ACH or Credit Card with the associated details required. This is mandatory before a document can be signed.

9 days ago

COD1977KJNewcomer

asked in eSignature

Shared envelope Notification emails needs to be sent to the orginal sender

I have set up a shared envelope for our team, and the documents once sent moves to a shared envelope so everyone can see movement, the issue that comes up is we get asked what stage the documents are for signing, as none of the team get notifications as all the notification emails get emailed to the shared email address. Is there anyway that the original user can get the notifications instead as the only way of knowing if any movement is checking the sent box on DocuSign as the shared envelope as over 30 people added and looking through the emails is not the best or easiest way. Is there anyway of adding that person who sent originally I know we can added a cc in the signatures but they only get a notification once everything is completed not at different stages of the envelope, like someone has viewed or witness has signed or its with another person now. like if we sent from our personal envelope we would get updates on each step and thats what we need. I do have admin rights so if t

183

9 days ago

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