eSignature

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

I joined Docusign June 21, 2024 and went to send a document to 50 people to sign. It says the code ‘ The legacy version of bulk send is retired. Switch to the new enhanced version of bulk send’ I have never used any version and just recently joined so I am very confused where the new section is located considering I am new to this. 

A document I am signing  should have both my name and my husband's signature in one box. When chosing my signature, I erased my husband's name and hit save. Now only my name shows up. How can I change the signature to include both of our names? When I click on the sign tab, my name only pops up. There is no option to edit or change the signature. 

I had a DocuSign account months ago and I logged in to retrieve invoices for tax purposes. Since the account is inactive, I cannot locate the invoices. I do not have the settings tab, nor do I have any tabs that say billing. 

I work for a fence company and we are trying to simplify our procedure by using docusign for our contracts.  There are 4 main documents that we need with every contract and there are some cases that require a 5th or 6th document, if not more.  But even in the case of the 4 main documents scenario, 3 of the 4 pages for each project would be fairly unique to some degree.  What I am hoping is possible is that I can create a template for each document and set it up with text fields and drop boxes, etc. as needed.  I would then add what I need for a specific project to an envelope, send them to the salesman as the first recipient so that he/she can put in the appropriate information and check the appropriate boxes, etc. and then send them to the customer for signatures.  Is this possible?

Hello there, I have an issue in signature placement, as in local the signature is attached to the related field/tab as you can see in the images, but in staging env with same credential and configuration , it is not working finplease note that I already added custom document fieldsThank you for support! 

When adding recipients to an envelope the “Role” field no longer appears.  It was there yeaterday.  I notice the role still appears in the template screen. I checked recent release notes and didnt find anything about this change. Was the system changed to remove roles? or do I need to fix something to get the field back?

What does COMPLETED mean when it appears above a non-signing recipient’s name who has received a copy of a document?

Can we enable delegation for users at the admin level?Occasionally, users go on leave without setting up delegation and may not have access to their emails to manually Reassign envelopes one by one.Is there a feature or option that allows administrators to assign a delegate on behalf of users?

All i get in Adobe Pro is below and it tells me nothing. I could achieve the same by copy pasting some signature screenshots and adding a small text-box via docusign.   

I entered my (sender’s) phone number incorrect and DocuSign is unable to authenticate me so I can retrieve the signed, completed documents.  Need to retrieve ASAP for account opening.

Hi,I have 35 documents with 45 signaturesOne document already signed need to be deleted.  The envelope is not all signed yet.Is there a way to go to the enveloppe and delete one document signed? Could an admin also to it? or the only option is to invalidate the enveloppe?Also, is there a way to not automatically gnerate an emal to the signatories to say the enveloppe as been signed? So the signatories has not the possibilit to download the document?ThanksAnd happy new year!Eric

Dear all, We face an issue in Prod which is not existing in our Sandbox env. SIGNATURE_PROVIDER_INVALID_NAME The signature provider name specified is not valid. Invalid signature provider nameThe name is  intesa_tsp_spid_dev Who can confirm what is the correct name for this signature in Production ?  Thank you  olivier 

I’m trying to complete a simple task, but have found myself inside the novel Catch-22.All I need to do is access my Docusign invoices. I thought it would be straightforward. I followed Docusign’s guide on how to do this, and the guide stated that if the invoices are not visible for me (as they were not) then I need to contact support by opening a case.When I try to open a case the ‘open new case’ button briefly flashes up as the page loads and then disappears and is not therefore not clickable. I have tried this on Chrome, Firefox and Mobile with no luck.I then tried their phone support which just provides an automated message telling me to open a case. Are DocuSign trolling me?Can anyone make any suggestions about how I can get support or do I just delete my account and use a better alternative in future?Thanks in advance.Ed

I need the power form to be saved in a specific location after competition.I have 3 individuals that need to work on the form. The first signer (can’t change the order) does not have the option to save the form after completion. Is there a way you can program a power form to go to a specific location after completion?

i have sent an envelope and the signer needs to change the signature he currently uses.  How can he do this from his mobile phone?

I've been chatting with this person on X.com regarding a sponsorship on behalf of Redbull. They sent me an NDA and I am not sure if this link is real or not.Here is the link https://joindocusign.com/ This was the final message leading to the NDA “We work with Docu under our corporate agreement, using their internal resource. All connections are made locally from the user's device, making it part of the web session and ensuring uninterrupted access to information.Follow the instructions to review the NDA agreement: 1. Open your browser and navigate to the Docu service's subsidiary website: https://joindocusign.com. Enter your personal key - ???????????????? - in the "Invitation Code" field to access the document package. 2. After entering the code, you will be redirected to the document page. Click the "Edit Offline" button. 3. Open the app and re-enter your personal key (????????????????) to confirm access. Review the information and sign the NDA.”--------------------------------------

Dear All, could you help me?When I created a new envelope because I want to collect all signature of a new contract, I set all recipients including all info and messages, order of the signatures ecc.What I can do if I have an attached 1 page pdf document which is linked to the contract, BUT I want to show ONLY for 1 or 2 signers (and definitly not for all).How I can insert additional pdf file which is available ONLY for the pre-set signer and hidden for the other signers?Thanks for your help! VBRGDS:GZZ

I typically send a document to be signed on behalf of someone. I would like that person to receive notifications if the signer has viewed the document. Is that possible?