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13 days ago

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eSignature

Have Docusign eSignature questions? Find answers here!

5,170 Topics
15,899 Replies

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5170 Topics

sfernandezNewcomer

Date field - restricting to within 10 days of the date of the envelope

Is there a way to have a date field but have it restricted to a date within 10 days of the date of the envelope? For example, I have a “transaction date” field on a form and I only want the recipient to be able to enter a date within 10 days of the date of the envelope. If the date of the envelope is 7/1/2024, then I only want the recipient to be able to enter a date between 7/1/24 and 7/10/24. Is this possible? Thank you for your time.

251

5 months ago

FireflyNewcomer

asked in eSignature

Difference between verification and field requirements

i was given a pop-up to watch a video about new data verification fields. but i’m wondering what the technical difference is between that and putting certain formatting requirements on a field. The video example was about a phone number. But let’s say for a routing number it needs to be 9 digits. how would the data verification field be different than just requiring that the entry be a number with 9 digits? Is this just a different way to do the same thing?

112

5 months ago

hendrikvwNewcomer

asked in eSignature

Send a Document Without the Envelope ID on It

Hi! I would like to send a document without the docusign ID. I found this guidance: Send a Document Without the Envelope ID on It but those instructions seem to be outdated. I can navigate to Advanced Options (but not by clicking the Edit link, there is no Edit link). Under the Advanced Options there is no Sending Settings and also no “option Stamp envelope ID onto top left of every page”. I also checked the settings in the admin dashboard but also there no option to remove the envelope ID. Where can I find it?

676

5 months ago

CarolynHoskinsNewcomer

asked in eSignature

Tag for Today's Date

I want to add a tag for today’s date when the document is generated which may not necessarily be the signature date. Is there a tag for this?

6496

5 months ago

sfernandezNewcomer

asked in eSignature

PowerForm Envelope Expiration

Are PowerForm envelopes set to expire after one day? When I look at our expiration set up, it shows 120 days but under the PowerForm Advanced Options the expiration says “By default, envelopes expire after 1 day. Recipients can no longer view or sign on envelopes after it expires”. Because of this, the PowerForm voids the envelope when it expires and then I can’t do anything because it’s voided. The Advance Options state that the DocuSign Admin can change this setting but I’m an admin and can’t. Thank you.

daveiezziNewcomer

There’s a task in DocuSign for a name change but I can’t find a name change from anywhere. I have a buyer, who has been married for 4+ years & I’ve used her married name on all of the forms so far. I found out from her lender that she never changed to her married name & her maiden name is still on the books, her maiden name will show on the mortgage & on the deed. The lender asked me to do a name change to notify all involved. I know I can do a general addendum but I wanted to see if I could match a form with the task in DTR. Thanks in advance. Dave

312

5 months ago

Geri ConeNewcomer

asked in eSignature

PowerForm Signer Information form - editing / Spanish

Hello! Can anyone tell me how I can translate the message in the PowerForm Signer Information form to Spanish and also edit it in general (I’d like to remove ‘PowerForm Signer Information’, ‘Instructions’, and ‘Signer 1”). Thanks you!

182

5 months ago

JordiNewcomer

asked in eSignature

sign multiple documents with QES

A member of our C-suite needs to sign numerous changes to the labor contracts of different employees. I'm considering creating an envelope where he is the sole recipient. Is this even a good idea and would he be able to sign all the documents in one go? It's important to note that, for legal reasons, we need to use a Qualified Electronic Signature (QES), which requires an EID card and a PIN code.If it's not possible to sign everything at once, does that mean he would have to enter the PIN code multiple times?We currently do not have the enterprise version of DocuSign, which is why I'm asking. We were already considering docusign for other unrelated reasons.

652

5 months ago

YoFNewcomer

asked in eSignature

Completed and signed but status is Waiting on Others

A new staff member filled in and signed four different documents via Docusign - quite a bit of work so I won’t have him redo it. I have saved the completed and signed documents to his employee file but Docusign still shows the status as ‘Waiting for Others’. Can I delete?Thanks in advance.

2742

5 months ago

JLeeNewcomer

asked in eSignature

Upgrade DocuSign Plan for One Seat

Is it possible to upgrade one seat in a business account to “Business Pro” and pay the higher fee for that seat, while the remaining seats remain and are charged for the “Signature” plan?

271

5 months ago

edelenteNewcomer

asked in eSignature

What does IDR actually do, how does it work and how do I control it

I need to map 1000s of documents in many languages on a regular, continual basis, and while similar in nature, the documents vary widely in format, so fields are named differently and are positioned in different places. Because the documents are intended for paper signing, check boxes and radio buttons can sometimes be simple lines, or may, or may not require initials, and the number and names of signers differ widely. I’m trying to understand if IDR could help in some way with that. Does it consider the text that surrounds field-placement? What does it actually learn when I place IDR fields? Does it consider where I have placed fields? How do I tell if it’s working? What specific operations are used to enage/disengage it? The documentation seems pretty minimal, in spite of this feature being around for a long time. Thanks for any info anybody has!

MushaNewcomer

I am trying to fulfill a business partner request to create email messages referencing other recipients. I know there are ways to write the [[Data:Recipient Name]] but it is different from using an ECF. Does anyone have a cheat sheet that has all the hacks you can use in the verbiage of email message when using multiple recipients and specific email messages as you progress through the workflow?

795

5 months ago

Teri.MaierNew Voice

asked in eSignature

Allow user to create envelopes, but not send

I have a situation in which a team of employee users are going to help a new user set up approx 185 envelopes, each setting up a portion. The crucial thing is that all the envelopes must appear to come from the new user. Normally, I would simply set up the team with Shared Access on her account and have them create the envelopes from within her account. However, in this case, the documents to be sent live in our document management system - NetDocuments. Net Docs integrates with DocuSign, but the process begins in NetDocs by selecting the documents and pushing them to DocuSign. The resulting envelope is placed on the account of the person doing the selecting/pushing. The only thing i know to do is to have the team create the envelopes, but save them as drafts instead of sending them, then transfer ownership to the new user, access her account, and finish sending them. My concern (beyond the fact that this is extremely clunky) is that someone will inevitably hit Send rather than sa

412

5 months ago

AliskaNewcomer

asked in eSignature

how to change a name an email that sent you a document to review and sign?

Hi All, Can you please help me how can I change behalf of name that comes with docusign.

CarlajjonesNewcomer

When I renew my account, after a lapse, will I have access to all my previously signed and generated documents? C***@****4H****.com

5 months ago

SalmaelNewcomer

asked in eSignature

Summary certificate and signature authenticity

Hi all,I am wondering whether a summary certificate is required for authentication of a DocuSign signature? This is to understand whether retention of the entire package received after signature is necessary or not and whether a pdf containing only a signed document can be legally binding to its full extent. Thank you for the clarification.

SweepSouthNewcomer

Hi, I have a question - is it possible to see on the original envelope sent where multiple recieptents where allocated within the documents to sign?

182

5 months ago

leahNewcomer

asked in eSignature

Obtaining signature on completed form-- granting permission to edit

After obtaining 2 original signatures, we are unable to recirculate form for the final signature. We are being told we need to grant permission to edit and sign….but completed doc appears to be locked?

SusanKjetNewcomer

Docusign used to be so easy to search for signed agreements. Now it has changed and no longer searches for my keyword. Has anyone else seen this change, and do you have any tips for finding a Completed contract? Thanks!

566

5 months ago

leah.breenCommunity Admin

posted in eSignature

Event Recording & Recap | Ask the Expert: Building Templates

Thanks to everyone who joined @sofian_solusign yesterday for event Ask the Expert: Building Templates. In the session, Docusign template expert Sofian Saoudi highlighted the role of templates in streamlining workflows and achieving full automation.Key takeaways: Importance of Templates: Templates are the starting point for effective workflow automation. Manual Workflow Challenges: Without templates, creating, uploading, configuring, and customizing documents are highly time-consuming tasks. Automation Advantage: Templates allow for much of the workflow to be automated by including recipients, fields, documents, and envelope settings. System Integration: Integrating templates into systems like CRMs and ERPs enables full automation of document processes. Ultimate Goal: Embedding templates into daily applications ensures seamless automation of creating, sending, tracking, signing, and storing documents. Sofian underscored that everything starts with the template, making it the fou

301

5 months ago

Hagar_avNewcomer

asked in eSignature

Document Visibility Issue

Hi,Hoping someone might be able to help.I’m trying to set document visibility, added the recipient as signer and checked the “ Recipients must be signers to view signed documents”. also added a field for the person in the file. however, the visibility is blocked. can’t be edited.Please advise.

5610

5 months ago

alexpfmsNewcomer

asked in eSignature

Envelope ID Placement

Hello, I do not have the option to adjust where my Envelope ID is placed. I’ve followed the support step, but the option does not appear. I have a paid version of DocuSign. Can anyone advise here? For reference, below is an image of the support information showing where this would be. Underneath is a screenshot from my account. Thank you.

342

5 months ago

reedt5Newcomer

asked in eSignature

Fields Completed but can't Finish

We have signed and completed ALL fields, but there is still red around the some fields, even though they have been completed. This is preventing us from Finishing.

1002

5 months ago

bernhardNewcomer

asked in eSignature

Delete outdated e mail addresses as suggestions from the system for signors for a new envelope

The envelope signer e mail address has changed. How I can avoid, to get for a new envelope the suggestion with the old e mail address? Because otherwise I choose the old address for the signer by mistakte.

462

5 months ago

dhearnlvNewcomer

asked in eSignature

Text Box Placement in a Template

When placing a text box into a template why does a second text box auto-populate? I have a template that has one area for student and one area for parent and addresses or emails can be different. However, the text box in the student area auto-populates in the parent area. How can I fixe this

224

5 months ago

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