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14 days ago

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eSignature

eSignature

Have Docusign eSignature questions? Find answers here!

5,171 Topics
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5171 Topics

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corinnetrotterNewcomer

asked in eSignature

DocuSign downloading to Adobe

Does anyone know how to disable the download setting that opens documents from Docusign as Adobe Reader? Recently, every time I open a download from Docusign it doesn’t give me the option and just opens in Adobe reader, when in the past it opened with my preferred PDF application. My organization does not use Adobe and has another application (which I prefer). Does anyone know how to disable this or change?

2055

5 months ago

louapicellacancercelldxcomNewcomer

asked in eSignature

Bulk Upload format

I would like to bulk upload a list of Names, Email Addresses, Company, Title for each of the 100 recipients. I upgraded for the premium service and I downloaded the bulk CSV sample, but the sample doesnt make sense nor does it show me the fields I want. In addition, the Youtube video that was suggested in another post was private and thus I could not watch it. I look in support for the format of a csv for the upload, however I cannot find anythin on it.

232

5 months ago

MKhendersonNewcomer

asked in eSignature

Setting necessary thresholds for document signing

I want to set a % threshold on a docusign. For a Board resolution, for example, the resolution is passed once 50% sign. So, I want a setting that completes the document once 50% sign. Or to be able to make certain people obligatory signatories and then others signatories who can sign, but aren’t needed?

NAHC TeamNewcomer

Hello I am trying to send a bulk send envelope but i dont see it as an option when i am trying to send? Can you please advise?

1665

5 months ago

Brittany GhessNewcomer

asked in eSignature

Certificate of Completion

Hello, I need to provide a certificate of completion to the dmv for signing my contract for my purchased vehicle using docusign. Carvana is the company and they have not been able to assist me with retrieving the document. Please help!

MHaganAPRNNewcomer

Is there a way to get in-person signatures for a consent without their email; example- client comes in, I pull up consent template, they simply fill their name and sign

1323

5 months ago

lisamcheekNewcomer

asked in eSignature

Can I check if a document is valid using the envelope ID #?

I have a contract that I printed out. I no longer have access to the email that it came in. Is there any way to check if this is a true and valid document using the envelope ID #?

7692

5 months ago

LeonelBNewcomer

asked in eSignature

LOG-In and LOG-out Times

Is there a way to keep my account open for a longer period of time? It logs me out after a few minutes specially if I jump to a different application to check something, by the time I come back I have to log back in and start the process again. I think it keeps it open for 10-15 minutes and I would like to have it open for at least 30 minute or longer.

682

5 months ago

Community UserLegacy User

asked in eSignature

Create a Template General Fields

I'm new to using DocuSign for templates. My issue is that I'm creating a template for members of the department to complete, many of the fields will be answered in paragraph form. I'm using the "Text" field but in order to get the characters to show, I have to expand the box.. which is fine. However, when I do it in edit form, it looks normal but when I go to test it, the boxes are way bigger and covering the questions. Am I using the wrong field?

583

5 months ago

Community UserLegacy User

asked in eSignature

We have several recipients who need to be able to review / edit and sign off on construction drawings who are within and outside of our organization. Need all to review /edit and approve inside and outside of our company? With our without DocuSign

sbg1101Newcomer

Hello! When I send a document out for signature, can I assign a specific dropbox folder for it to be received/filed in? Not a general docusign folder in my dropbox, but a specific one already in my dropbox folders Thank you so much

2082

5 months ago

anmol.sharmaNew Voice

asked in eSignature

Formula Error

Getting an error within a template that reads as:The Tab formula is not valid. A number numerical tab LocalePolicy does not match the LocalePolicy of another number numerical tab in the same formula.I am having trouble pinpointing which formula field is causing the issue - is there anywhere I can see more detail regarding the error or even where to resolve it? I’ve double checked and triple checked all formulas, and when I make edits, I’m allowed to save and close the template. Any and all insight would be greatly appreciated!

86526

5 months ago

tiffany0368Newcomer

asked in eSignature

Next and Optional Initials

Hi - I noticed that when signing a document, when you click NEXT, it will bring you to the next place that is required to initial, sign, or complete. Our document has several places where the signer can initial that is not required (initial set up as optional) if they choose to add on a service. However, since the initials are not required, that section is skipped over - as when they hit NEXT - it goes to the next place in the document where they are required to sign or complete. How can I make the signer or the document go to the next field, even if it is optional, so it is not missed? I hope that makes sense. Thank you!

881

5 months ago

Kim MannenNewcomer

asked in eSignature

Can a signer add signature fields to an attachment that is uploaded to the envelope during the signing ceremony?

I have a PowerForm that is created from a template. The template has 3 signing roles. Signer 1 initiates the envelope via the PowerForm. Signer 1 is required to upload an attachment to the envelope via the Attachment tag. Can Signer 1 add signature fields to the uploaded attachment for signer 2 and 3 to sign? I’m assuming not but wanted to validate. Thank you!

432

5 months ago

Confused PeterNewcomer

asked in eSignature

Template creation access

when I try to create a template. I get Note: Your access to templates is controlled by your user permissions, as defined by your Docusign administrator. If you cannot create or edit, or even use templates, check with your administrator. However, I am the only user. Do I need a higher package to create a template or have I been setup incorrectly? I used docusign through a third party (REIQ).ThanksPeter

675

5 months ago

JSimpsonNewcomer

asked in eSignature

Customizing Template Content Before Each Send

I’m new as an Admin to DS and new to DS in general and while I understand how to create a template, how does the sender add customized information to the template before sending? We have templates that have the same body but require many fields completed internally first; different company names, locations, rate of pay and other highly specific fields that the sender needs to fill out within the template prior to sending out for review and approvals.For example, we hire ABC company, sender pulls up the template for that region but needs to fill in all the specific contract information, then sends the envelope out for review/signature. The edits to the template are done internally and would be needed prior to sending out envelope.Happy to watch a training video for that specifically if there is a link.

562

5 months ago

Liz KampaNewcomer

asked in eSignature

Searchable PDF - text recognition

I am frequently reviewing 200+ page documents, many of which contain boilerplate language, so there are 4-5 sections that are important for me to ensure the document contains them. It would be so much easier if I could search the .pdf, rather than scrolling through all of the pages. Does anyone know of a way to make this happen or an another way to search a document for specific text before I sign it? Thanks!

834

5 months ago

Community UserLegacy User

asked in eSignature

I want to change my password but cant remember the answer to one of the security questions?

Olivia BNewcomer

Does anyone know what setting I need to change to get the blue banner across the top of the page of a completed document?

2814

5 months ago

sarika.pawarNewcomer

asked in eSignature

document was uploaded for eSign on 9May24. i could not see document also in Docusign now. please help me to find out the document. it was signed by me.

document named ''ARMG Checklist dated 7May24'' was uploaded by me for eSign on 9May24. esigned or not by other signatories, I am not very sure. also i could not see document also in Docusign now. please help me to find out the document. it was signed by me on 9May24.

312

5 months ago

mceddietNewcomer

asked in eSignature

How to correct an envelope?

I have a document that is partially signed that I need to update a recipient email address for. They have not opened or signed it yet. However, in the Sent folder, clicking on the menu (three dots), there is no “Correct” option…?? I referred to this (https://support.docusign.com/s/document-item) but there is nothing between the Move & Copy options.

612

5 months ago

msJackmanNew Voice

asked in eSignature

Client DECLINES to sign

Hi All,I have created a template application that requires the applicant to have a Guarantor & Witness.If Applicant DECLINES to sign – the workflow still sends the application to the Guarantor? How do I stop this? I would think IF the first point of the workflow declines this would be the end of the workflow? I have attactched my signing order, which works great unless the applicant Declines. How do I make the Guarantor & Witness to be restricted to View only without changing the applicants access to view only? I essencially want mutiplue applicants to be able to collaborate but the 2 witnesses to only be able to View the information completed on the application. I have tried changing only the Witnesses to View Only however as colaboration is ticked it changes all to View Only. we want reminders on for the Witnesses to avoid a hold up for completion, but we don’t want notifications to go to the Applilcant. Can I customise alerts to only Witnesses?Thank you in advance for any

734

5 months ago

DjbuddeNewcomer

asked in eSignature

Can you change a signer to a new person on multiple templates at the same time?

I need to edit a lot of templates to change one signer to another. Is there a “change all” option where I can select a signer’s name, then mass change all templates they are a signer on and change it to the new person?

193

5 months ago

IlseDocNewcomer

asked in eSignature

Downloading enveloppes

Is there an option to download multiple envelopes at once?Can a user download all the envelopes in their account simultaneously, or is downloading one envelope at a time the only available option? Best regards,Ilse

nmcgaheyNewcomer

Is the DocuSign server having an issue today? I just sent an envelope to four different people and the envelope failed. The error message says that all email addresses bounced. I’ve rechecked the addresses and even reentered them all. Same thing. Three addresses are gmail accounts; one is a yahoo account. Can anyone help with this?

3792

5 months ago

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