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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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4,998 Topics
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4998 Topics

romankiryakovNewcomer

asked in eSignature

Sending Bulk Envelopes With Unique Documents to Sign

Scenario: We have to send specialized offer letters to ~200 new hires. This will be a standard template with customized fields for each hire (e.g. Name, address, etc.). We were thinking of using mail merge in office along with the data in excel to create all of the letters.Question: Can we do this directly in Docusign and create the unique envelops to be signed by each new hire. Alternatively, is there a way to bulk create envelopes and with the proper attached document for each person to save time.Goal: looking to save time by not having to manually create ~200 docusign envelops via template and fill in the fields / upload docs one by one Apologies if this has been answered before.Best,Roman

415

7 days ago

Jeff337Newcomer

asked in eSignature

Sending updated document back to original sender

Is there a way the sender can see what I added to a document if I don’t press “Finish”? Even if I press “finish later”, sender can’t see it.Filled in information for the Sender, “Mount Sinai representative”,however it requires me to get the Mt Sinai Representative signature before accepting “Finish” but she cant see my changes.If I choose option “decline to sign”, or assign to someone else it says the document ill be voidedPer her request, I sent a pdf generated documentover email to her.

122

7 days ago

SueENewcomer

asked in eSignature

AutoFill Contact List

Hi, I’ve tried to search for an answer but can’t find anything which relates to what I need. I would like to be able to disable autofill of recipients (from both the personal contact list and the user list). Is this possible ? I know how to edit my contact list but I’ve had a couple of users sending documents to incorrect people as it has pre-populated a previous email address and they haven’t noticed. Any ideas anyone?

RefundNewcomer

My subscription was only for a month, but you renewed it automatically without my consent. Therefore I'd like to refund it.

132

7 days ago

Rick GranquistNewcomer

asked in eSignature

Bulk sending a shared template

Hello - can a template I created and shared with another user, be sent by that user using the bulk send option? Looking over her shoulder, I don’t see the bulk send as on option for her. Does she just need administrator permission to do this? Thanks!

7 days ago

Pallavi H PNewcomer

asked in eSignature

witness signing option affecting envelope count?

If we activate witness signing option, does it impact the consumption of DocuSign envelopes. The document signed by one person, then one envelope is used. Now that we have a witness and a person signing does this consume 2 envelopes ?

112

7 days ago

NoorNewcomer

asked in eSignature

Subject: Urgent Assistance Needed: Retrieval of Removed Documents

Subject: Urgent Assistance Needed: Retrieval of Removed DocumentsTo Whom It May Concern,I urgently need assistance regarding items that have been removed from DocuSign. These are important contracts, and I need to know how I can retrieve them after their automatic removal.Thank you for your prompt attention to this matter.Best regards,

224

7 days ago

CoolMustacheGuyNewcomer

asked in eSignature

Default Text Font and Size

Is there a way to set the default text to a specific font and size? The default settings - Lucida Console, size 9 - are awful.

2344

8 days ago

Community UserLegacy User

asked in eSignature

Once a DocuSign envelope is completed, can I password protect the signed document? I need to password protect sensitive documents before emailing them to others.

I can't figure out how to password protect a completed DocuSign PDF whilst keeping the 'signed and all signatures are valid' section intact to prove it is an officially completed Docusigned document. Can this be done?

8122

8 days ago

xiyan.liNewcomer

asked in eSignature

How to edit fields in the "Add recipients".

I want to add a field in the “Add recipients” part.How to edit “Add recipients”?For example,I want to add “role” field,It is a list item.it have “admin” add “customer” options.As shown in the figure:Add role field under the Email

501

8 days ago

eisme72New Voice

asked in eSignature

App request error when logging in

When I try to log in I keep getting “App Request Error”

49022

8 days ago

SRCNewcomer

asked in eSignature

App Request Error - logging in

411

8 days ago

ZachLNewcomer

asked in eSignature

What account or permission profile settings control the availability of Recipient Privileges and Document Visibility settings?

Currently with the account I’m in has missing Recipient PrivilegesSpecifically, “Recipients must be signers to view signed documents”. There is also no Document Visibility setting either. Are there other account settings that dictate the availability of these settings? If so what are they?The objective is to control document visibility to specific peopleThe page I am trying to work off of is belowhttps://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=tmi1578456411160.html&_LANG=enus Thanks for your time

171

8 days ago

mourjyaNewcomer

asked in eSignature

Merge document and template

i am trying to merge a custom template and a base64 encoded pdf into one and send for signing. my current request body looks like tghis { "emailSubject": "Please sign this document", "compositeTemplates": [ { "compositeTemplateId": "1", "serverTemplates": [ { "sequence": "1", "templateId": "" } ], "inlineTemplates": [ { "sequence": "2", "recipients": { "signers": [ { "email": "", "name": "M", "recipientId": "1", "routingOrder": "1", "roleName": "Signer", "tabs": { "textTabs": [ { "tabLabel": "Agent1", "value": "kaala1" }, { "tabLabel": "agent2", "value": "kaala2" }, { "tabLabel":

8 days ago

kittenstarrNewcomer

asked in eSignature

I can't contact support

Hello,I am trying to contact support, but whenever I click on the ling it logs me out and I can’t log back into the support section. Anyone knows what’s wrong?

193

8 days ago

JohnKMoreheadNewcomer

asked in eSignature

Can't Find a Document I signed

Recently, I rented an Airbnb. The Lessor sent me a contract via Docusign. I know I signed and returned the document but now I cannot locate it. I subsequently opened a Docusign account attempting to locate the document but have been unsuccessful. I checked with the Lessor and he said that he never sent such a contract. I checked with Airbnb and they said that they never sent a document.Can you please help me locate the document? Thank you!

274

8 days ago

akendall1966Newcomer

asked in eSignature

Replacement for expired link...

I am trying to access a document I signed May 3 this year 2024. I have the original email inviting me to sign. I click this link and get the expired link page. I have made multiple requests for a new link, but nothing arrives. I have checked spam. I didn’t have an account at the time of signing but have created one in case I could access the document that way but there is nothing available. I also tried the access document link on the docusign.com homepage with the security code in the email but end up in the same expired link no new link provided by the request loop.Been at least three hours since first requesting a new link.Is this normal?AK

142

8 days ago

jmavNewcomer

asked in eSignature

People assigned 'receive a copy' are not getting it

I have to submit these docusigns signed by 1 person and 2 people receive copies. The 2 people who i have set as ‘receive a copy’ are not receiving them after the pdf is signed and dated. How can i fix this?

191

8 days ago

vmf14Newcomer

asked in eSignature

Signature in 1 correct and another incorrect place

how do i remove signature put in wrong place in my document?And if I have to send a new envelope, do I have to delete the original envelope and have everyone sign again on the new envelope?

142

8 days ago

HigginsNewcomer

asked in eSignature

Changing the certificate information

A customer wants us to change so minformation regarding who sent the sign document in the PDF signature panel.Today it looks like this:and we need to have it look like this:The pictures is only for you to understand the issue we have.Are there any quick solutions to this?

102

8 days ago

aakash_d_moryaNewcomer

asked in eSignature

How I can customize the final email body?

Hello folks,Once the signing process is completed, all participants are receiving email notifications with a message along the lines of: I would like to inquire if there is any way to customize the contents of these emails. It appears that the notification includes the phrase "All parties have completed" and repeats the content from the last email, which does not look ideal.Could you please advise on how I can modify or remove this repetitive text?

RossLNewcomer

Our organization is using DocuSign SSO. After successful SSO users always land on https://apps.docusign.com/send/home page. We would like our users to be redirected the Drafts view instead - https://apps.docusign.com/send/documents?view=draft Usually in SAML SSO this is done via RelayState parameter but DocuSign is ignoring this parameter. Is there a way to force DocuSign to go to a different page/view after SSO?Thanks.

TatjanaNewcomer

Hi! I have a question concerning adding a second signatory to an existing account. I have a standard plan, but according to my settings, I can’t add a new user to the account until I upgrade the plan. How many signatories (signatures) can one have on a Business Pro plan?

8 days ago

Jeremie LCNewcomer

asked in eSignature

Is it possible to sign a document at a given time, then edit a secition of the signed document and submit it for final apprval?

Hi all, We are using a particular document in which there is an initial section that should be filled and signed by a set of individuals. Following the completion of the work described in this first section, the document must be updated with results and this final document is submitted for closure/final approval. The document template is currently a Word document. When we submit the document to Docusign for the first set of signatures, it will generate the PDF with signatures. Is there a way to have this PDF editatble for the second section (where some results are recorded) and the submitted again for the second set if signatures? Thank you!

141

8 days ago

ITMSCoopNewcomer

asked in eSignature

Multiple emails being sent out

Multiple users have had email from Docusign when they haven’t logged in that day. The last case was a user with the initial email as a “Reminder: Complete with Docusign” , followed up with 3 emails to “Complete with Docusign”Other users have reported the same issue

812

9 days ago

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