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15 days ago

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eSignature

eSignature

Have Docusign eSignature questions? Find answers here!

5,173 Topics
15,907 Replies

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5173 Topics

LinaaNewcomer

How to change an Recipients and approver Name in the file

I need to change an Recipients and approver Name in the file, How to do this

292

5 months ago

kunlong.lvNewcomer

asked in eSignature

How my Docusign account link to my company?

How can I join my company based on my email address extension?

892

5 months ago

ScottVMortierNewcomer

asked in eSignature

1 Link to My Envelope

Is it possible to have ONE link to an envelope and then be able to send that link to different people to have them sign? Or everytime I send a document it has to be a new envelope?

402

5 months ago

reeceyreece111Newcomer

asked in eSignature

Purchasing a plan through the demo environment

Hi, I was able to purchase a Real Estate plan through the demo environment on my developer account “https://ecom-d.docusign.com/”. However I used wrong/test details on purpose, expecting it to fail. However it still went through and generated an invoice, and said I had purchased it. Is this a fake transaction as I have done it through the demo environment? I never received an email telling me it didn't go through. Nevertheless I want to cancel this account as I don't want to seem like I purposefully used these wrong details in order to purchase a plan.

282

5 months ago

Marelle.OllenichNewcomer

asked in eSignature

Former colleague name on my documents

Hi thereI took over this docusign account from Heidi Morris-Wilson and thought I had edited her name out of the documents but she does remain as the document owner. I have since created my own documents and as you can see below her name is on my new documents under my name. I also saw her name in the default section but do not know how to remove it.Can you help?Thanks

Sarah SpallNewcomer

If you are setting a signing order on an envelope, does the next person on teh list see the signatures of those who have previously signed?

222

5 months ago

LJonesFCSNewcomer

asked in eSignature

Invalid Data entry for phone number

I am trying to sign a document so I can send it to my client to be signed. I keep getting an error message saying Required-invalid data in the field. Is there a specific way that phone numbers are supposed to be entered? I’ve attempted to put the number in several times but continue to get the error message.

7602

5 months ago

madsandersNew Voice

asked in eSignature

Trying to Create Condition for Check Box

I found articles stating you can create a condition for a check box value. I go to Conditional Fields and select Create Rule. The only option that shows is a message in the toolbar “Click on the fields to show when trigger field =“. I select a value and click Done. I have no other selections. Does this mean I do not have the appropriate version? Is there a module I need to purchase to have the ability to set conditions?

TPRENewcomer

When placing signature blocks and such there are all these pop up tips that are really annoying. How do you get rid of them permanently?

344

5 months ago

NoSubmissionAcceptedNewcomer

asked in eSignature

I am trying to get contracts to clients through zipformsplus and all the stuff is ready, so I hit next to tag signatures and such, but i get a mesage submisssion failed to docusign

I know it is intigrations, but it is the handoff that fumbles and I am in one of those get it done now or well, i won’t be needed any moreI am trying to get contracts to clients through zipformsplus and all the stuff is ready, so I hit next to tag signatures and such, but i get a mesage submisssion failed to docusign

1007

5 months ago

bajkinjNewcomer

posted in eSignature

Problem signing the documents

Hello, I have problem adding recipient when signing the document and this recipient is registered also and can sign the documents. Secondly, it seems to me that it is more time consuming than previous app used for this purpose. Way too many klicks, signing in and log in required.

130

5 months ago

PierreGNew Voice

asked in eSignature

Maintain color when uploading

Hello, can anybody tell me if it is possible to upload documents in DocuSign in color? I noticed the default is to convert documents to black & white during upload. Tanks.

Password for signing and each time you access a document

Is it possible to send a document to be signed and to have a password required for the initial signing and every time they access the document? If it is password protected for access each time can they download it once signed?Thank you for any information.

1233

6 months ago

keytoitNewcomer

asked in eSignature

BILLING NOTIFICATIONS

I have an annual subscription. I expected I would receive an email notification prior to the annual payment being deducted, but I did not. Is there any way to be notified of an upcoming payment?

372

6 months ago

Dawn SarvakNew Voice

asked in eSignature

Auto Populate info based off of dropdown answers

Hello...we have multiple locations in which we perform mental health services. We have a Release of information form that needs to be filled out to allow each location to share limited information with the non-mental health staff at that location. Currently when signing this form, I have created a dropdown for the “Name of Location” field on the form, so that all the client has to do is to pick the location they are being seen in, however we also need to add the address of that location on the form. At the moment I have that as a free text field so that they can type it in, but is there a way to create some kind of logic in the background so that the addresses auto-populate when they simply pick their location?

782

6 months ago

sampathNewcomer

asked in eSignature

Comments before Sign off

During the signature by the stakeholders, they want to add comments and how that can be done?

502

6 months ago

Jess AllasNewcomer

asked in eSignature

System Validation Certification for DocuSign

Greetings. I was asked if there’s a System Validation Certification for DocuSign? Our Research Administration Office (RAO) is requesting for that certification per a study sponsor's request since RAO uses DocuSign to capture study patient consenting workflow. Please advise if it’s stored somewhere in our domain, or I have to request Support for that.Thank you.Jess Allas

403

6 months ago

taymaywelchNewcomer

asked in eSignature

Pending/missing signature

I have envelope with a pending signature, but under “form data” there is a time stamp for the signature that appears as missing in the dashboard. Any suggestions?

1452

6 months ago

YugenOkeiNewcomer

asked in eSignature

How to sign my own document?

Hi,How do I make it so that when I send a template it is automatically signed with my signature?I tried to add Auto fields, or to add myself as a receipient, but none of them gave me that result.I’ve read all the support pages online but couldn’t find an answer.I’m sure there’s a common practice,Thanks

552

6 months ago

JDupreNewcomer

asked in eSignature

Email Notifications of a Completed Document

I am no longer getting email notifications that a document has been signed. I have to keep checking the inbox for completed documents. Is anyone else having this issue?

Et56Newcomer

Hi, How do I create and send a document with identity authentication requirement?Thanks for the support.

242

6 months ago

bkleppenNewcomer

asked in eSignature

Multiple Authentication Types

We currently force authentication and use SMS as our authentication type. If we add KBA as an option, are we able to default the authentication type to SMS and allow the user to manually change it to KBA?

564

6 months ago

morton1465Newcomer

asked in eSignature

I need to access a document that I sign 10 months ago. But the link in my email has expired. How can I get a copy?

the documents link was https://storage.remotesf.com/api/v2/documents/3933706/url?x-occ-signature=eyJhbGciOiJIUzI1NiJ9.eyJpZCI6MzkzMzcwNiwiZXhwIjoxNzAyOTI2Njg1fQ.NW51jtt0NAfQcuh_GdtGBbPwqer5LqbpqJFEhGWDLco

2129

6 months ago

KellyKNewcomer

asked in eSignature

DocuSign Admin Not Able to Create New Template!

The “add new template” button is not there on my DocuSign account. I am the sole admin for my agency so it’s not like I can ask someone else to grant me permission. All the help posts I have read suggest you check with your admin. I am the admin. Please help!

302

6 months ago

VijayNewcomer

asked in eSignature

Populate the Filename in Template Subject Line

Hello, I need help with populating the subject line of the template I created. The template contains a file that uses the matching feature. When I upload a document, I want the name of the uploaded document to appear in the subject line. Initially, when I click “Use” to open the template, I see the name of the template file in the subject line. But, when I upload the document that I want to match to the template, then the subject line changes to “Complete with DocuSign”.

2513

6 months ago

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