eSignature

Hello:Is there the ability for DocuSign - while restricting delivery to only the first signatory, then releasing to the secondary once signed - to notify the second signatory that an envelope has been created, and allow them to view, while restricting signature until the first party has signed? At present, we have it set up so that the second signatory does not receive notice, or the ability to view the documents, until after the first signatory has signed. I looked at a Conditional Routing conversation here, but am unsure if that will resolve this need.  Thank you for any ideas or contributions.  

 when i would login, i had two profiles to choose from: Charles Schwab and then one for my business. Now when i login, it automatically goes schwab docusign. I CAN'T access my business docusign because it DOESN'T present itself as option. I know its still active because i have linked up to Black Diamond docusign integration and i can see my templates i wanted to update.

Hello,Where can I find the Docusign PKI for Chrome/Firefox and .exe for Windows download links?I searched and found this link https://docusign.my.site.com/s/document-item?language=en_US&bundleId=yca1573855023892&topicId=ssc1607618442391.html&_LANG=enus but these are just the instructions, there is no link. Regards!

Is there a way to condense a file in docusign?

Hello DocuSign Community,I'm facing an urgent issue with my DocuSign account. I am registered in France, but I am currently in Japan and unable to receive SMS for authentication. This is preventing me from signing important documents.My situation:My DocuSign account is registered with a French phone number. I am currently in Japan and cannot receive SMS on my French number. I have an urgent document that needs to be signed. I cannot change my phone number in the account settings due to the same authentication issue.Could anyone please advise on how I can quickly resolve this? Specifically:Is there a way to change my authentication method to email instead of SMS? Can DocuSign support temporarily disable SMS authentication for my account? Are there any alternative verification methods I can use while abroad?Any help or guidance would be greatly appreciated as this is time-sensitive. Thank you in advance for your assistance!        

Hi there, Has anyone else got a problem with the footer ‘sticking’ and blocking the view as you scroll down when you’re in an Envelope? It’s only happened this week - all was fine before Xmas. It’s happening to me and a colleague. Any help appreciated. Thanks.  

I have a power form with 2 recipients. The link is sent to the first recipient, who fills out the form. After filling out the form, recipient can see the filled out form. The next recipient fills out the form as well( this recipient is pre-filled) and afterwards, gets an email about the completion of the document and a link to it. THe first recipient never receives an email about it being completed. Do I need to add another recipient that gets a copy of the completed document? I haven't made any changes to the notification settings. Should I define a 'sender' who fills out the first recipient? Thanks

When exporting documents from Lasepro to Docusign, Docusign gets the correct documents and the correct signing order. All that. But we’re experiencing an issue within the envelope once it’s in Docusign.  For this example, Laserpro has a Lender Editor as the first recipient. When the LE goes into the envelope they have select “Manage”. In there they can edit documents or recipients. However, they do not have an option to Send Later, only an option to “Correct” which sends the envelope even if it's not ready yet. Additionally, if the LE needs to go back in after and correct something, they do not have an option to “Correct” like they normally would. It’s sent out and that’s that. Docusign support has been helpful, but referred me to Laserpro/Finastra, who then referred me back to Docusign.Has anyone else had an issue like this or found a solution? Thanks! 

We have Google Drive we work off.  I have Docusign installed on google. We have a workspace for each location. I want to make my templates and use them from google docs so when they are signed they got right up back to the drive assigned to

We have a checkbox group use case. But a checkbox group can only have a checkbox group tool tip, the individual values cannot have a separate tool tip per value. We created a single value checkbox group but discovered that a single value checkbox group tool tip does not work. The checkbox group tool tip only works when there are two or more checkboxes.  Has anyone else encountered this? Is there any solution to this issue? 

In creating a template with a conditional rule, the list of signers to select to route to does not load.  Is anyone else experiencing this?  Any ideas why this is happening, what the solution is?

Dears,I need to authenticate my SAP CPI user without manual invention to send the documents for signing, All the authentication methods in the blogs require manual intervention at somepoint!Is there a workaround to archive this!?

Hi all,I have a client that wants me to manually send him a contract (that I had previously send him through docusign) for other of his associates to review before they sign. When I try and download from the pending envelopes - his contract pulls up blank. Is there any way to do that - other than manually filling it out again?

Hi all,Happy New Year!  Our company is using Docusign templates for our onboarding of new employees.  It is working out great except when we have to make a change.  The most current example is that there is a new W4 for 2025.  We have 6 templates that we need to update.  When we do this we have to go through each field in each template because for some reason they change.  We are replacing the W4 in a packet of pdfs and uploading and replacing our packet with the new packet in the template.  Is there a better way to do this?

Hello, I’d like to know which plan would be best for me at the moment. I’m starting a company and need to send around 60 documents to people and their previous employers for signing in the next few days. It’s the same three forms being sent. After January 20th, the number of documents I send each month will drop to no more than 10-20. Could you help me choose the right plan? I’m the only user, and I noticed there are limitations per user. I’d like to understand if these limitations apply to the total number of documents I can send to others each month, or if I’ve misunderstood the information. 

Does anyone know how to stop an item from being purged? I made a mistake in putting a 1 year restriction on old agreements and am seeing a lot of my signed agreements to be purged in 14 days. Is there any way to stop this from happening? THANK YOU for any help, insights, support! Julie 

Is it possible to create a shared DocuSign account with individual logins?We would like to create an HR DocuSign account. Several members of the HR team would be able to access this but rather than share one login and one password we would like individuals to have their own logins and own passwords to this shared account.I have tried to search for information on this but no luck.Thanks in advance

Hi,I need to send a document for 15 people to sign separately. I tried Bulk Sending with a Template, but everyone signed the same document. I need to have a workflow that sends the document to 15 people but then they send back an individual document signed by each individual. Is this possible? Thank you!

Hello,Does anyone know if it’s possible to get a Summary certificate for a document that was not sent to you via the envelope ID?

I’m currently on a free trial and my company is aiming at the Standard plan.  We are a small company and do not need a lot of bells and whistles in regards to a docusign program (or so I thought).  I just took another look at the “show all features” section on the plans page and it seems to indicate that the drop down feature is not available with the Standard plan.  Can someone please confirm whether or not I would need to purchase the Business Pro plan to utilize the drop down feature or is it, in fact, available with the Standard plan?  What about checkboxes?  Or will I be able to merge multiple templates into a single envelope (i.e. pick the 4 project specific documents (templates) required for a specific customer out of the 10 total documents I have to choose from) with the Standard plan?  And if Business Pro is required - can I purchase 1 Business Pro for the main “Admin” that will handle creating the templates (including drop downs on the contract documents) and then share those

I created a template and I need to be to specify that at one level only certain users will require additional signer and others will not.for example: say I’m filling out this document and mine gets routed to my supervisor, and account payableBUTmy co-worker fills out the same document and his needs to get routed to supervisor, manager and then accounts payableIs there a way to achieve that with just one template? TIA

Hi everyone,On the last invoice there is company information with VAT number missing.I have recently changed a card that is used for payment and I guess this could be the reason. However, nothing else has been changed, only the card number. When I go to the tab “Account Profile”, the address is there, alongside compnay name and VAT in the second row. But it does not appear on the “Plan and Billing” tab. I have opened a case but to no avail.I would appreciate help.Best regards

Hi, I am trying to figure out if there is a way to change the default time frame for completed documents on the home page to 12 months instead of 6, as seen in the attached screen clip.

Did you know that when sending an envelope, you can have that envelope reach a specified recipient based on input provided by a signer or a reviewer.A few weeks ago, we posted a tip on how to do just this, and now we’re doing a deeper dive during this live session on Friday, January 10.👉 You can register for the event here. What will the session cover? We’ll show you how to ensure that your envelope reaches it’s desired recipient How you can use different field types (drop-down, formula, etc.) to set this upDuring the 30 minute event, you’ll be guided through how to do this and get to ask questions to our experts.  What’s Next After the Session?Afterwards, attendees will receive: A follow-up email packed with additional resources. Personalized course recommendations from Docusign University to deepen your knowledge. An invitation to join the next session in our series If you can’t join live, don’t worry—a recording will be available in the Community’s On Demand section.

helloI’m new to Docusign and need to send a document for signing  by 3 people. I can add the 3 signatories, with their e mail addresses. If I select 1 for all 3 in the signing order I take it they will receive at the same time. Does this mean I will get one e mail back with the document signed by all 3 with the dates they signed it ?will it have 1 summary sheet? thanksSteve