eSignature

How to make fields all captialization for input.

I have to sign a contract for the sale of a property. I need it witnessed, I have completed the form and sent with the witnesses details but the Witness has not received a link or email regarding them signing? I have checked the email address is correct.

I am sending a document using a DocuSign template and template ID. I need to include a clickable link, such as a Privacy Policy, in the document. I have added the link in the document, but it is not clickable while the signer is reviewing and signing the document. The link only becomes clickable after the document is signed and completed. How can I make the hyperlink clickable during the signing process itself?

can we create sub accounts under one account for different user in docusign so document uploaded by client of sub accounts client is only visible to them.Basically The challenge is related to managing finalized DocuSign documents for multiple clients. Currently, all completed documents and notifications are sent to the main email address associated with the DocuSign account .The goal is to find a solution that allows you to send these documents to different email addresses, depending on which client or account the documents are associated with. Instead of creating a separate DocuSign account for each client—which could be cumbersome and inefficientThese service accounts would enable you to direct finalized documents to the appropriate email addresses, thereby streamlining the process and enhancing organization without the need for multiple accounts. This approach would allow client to receives their relevant documents directly. 

I’m currently using a Powerform for exception handling for procurement (users are to complete the powerform if they will be waiving the procurement competitive bid process). Our users are asking if there is a way to included custom wording in each email message when it goes out for signature, specific to the waiver request. It doesn’t appear that can be done, nor can private messages be included to the signatory. Can someone advise of any workarounds or alternatives? 

Hello, I am having issues getting verified based on my passport.  I have tried many different things from clearing cache, to using wifi vs data, using different phones, computer combinations.  Nothing is working.  Here is the history log that I get.  Does anyone have any ideas what else I can suggest the sender to do to make this work?  Thank you. Sam ****For Security Reasons, I will delete the Private Identifiable Information from this post.***

Hi everyone,I recently came across this article: Attackers Abuse DocuSign API to Send Authentic-Looking Invoices at ScaleIt highlights how attackers are exploiting the DocuSign API to distribute fraudulent invoices that appear legitimate, potentially affecting many organizations.I'm interested to know if others have encountered this issue or have any insights on how to address it. What steps are your organizations taking to mitigate this risk? Are there any best practices or recommendations you'd be willing to share?Looking forward to your thoughts and suggestions.

I’m new to DocuSign so bear with me.To follow HMLR rules I will send a document to a customer to sign and have witnessed. However the completion date will need be left blank until sometime later. What is the best way to achieve this to ensure the conveyancer adds the date? Is it simply to add the conveyancer as the final recipient of the document?ThanksGareth

I have uploaded my CSV file using the CSV template.  I’ve left some fields empty because I don’t know what they are for.  But one field - Requestor::First Name is not coming through and even though I accept the matching exception, I end up with an error message after I do. The names in the First Name column match the first names that are also included in the Name column...not sure what I am missing.  

I have a document that has been signed via DocuSign, but I did not sent it. Can I check who sent it if I have the code?DocuSign Envelope ID: Removed due to personal information

Hi there, I am in urgent need to upload a few JSON templates into a new DocuSign account.But the “Upload Json Template” feature i not there and I cannot see a chcekbox for “Enable template upload" under Sending Settings Any idea how I can resolve this quickly? Thanks,Michelle

Signatories do not receive a copy of signed documents when the documents are completed, they just receive a notification that the document was executed, how to send them copies of the documents they signed-off, not all of them?

Dear Team,I simply want to get signatures of few of my colleagues on a pdf form which had fillable fields. I have already filled the fields and strictly want them to only be able to read and sign the pdf document. but as I upload that pdf document and add recipients and press Next button (in the bottom). I land inside my documents. I see that my form fields have become editable for all the recipients and lots of additional fillable text fields gets added in the form. I didn’t expect this behavior from DocuSign platform. I just want the recipients to be able to read and sign at the place I place sign-holder for them. I search net to find solution of this issue. I only came across a thread about adding AutoPlace holder. where in the questioner clearly requested for solution to completely disable auto populating field feature of DocuSign. I tried but failed. I am totally confused as this doesn’t resolve my issue. Please try to help me in the easiest way poss

When a signer “declines to sign”, other recipients are sent a notification that is has been declined by someone, but the reason itself is sent only to the sender. Is there a way to ensure recipients also receive this notification? Particularly interested as we use powerforms, meaning the sender can be a generic user and not the true “sender” Thanks

My issue is that a client’s DocuSign requests are rejected as “The email account that you tried to reach does not exist,” but regular emails to the same address go through. Not sure why the DocuSign emails are being flagged as “wrong address.”

Is it possible to test QES in the 30-day-trial period? If I follow “Send with QES” https://support.docusign.com/s/document-item?bundleId=xcm1643837555908&topicId=wjg1635415874371.html&_LANG=enus, th Option “Add identity verification ” is not offered in “”CUSTOMIZE”.

Can i turn a community question into a community idea?

Docusign has not been functioning correctly for 3 days.I can log in, create an envelop, upload the document, and then the application stops, a blank page is displayed and nothing move. I have not been able to sign anything for 3 days.I have tried egde and chrome, PDFs and DOCs…Is there a solution to this? Of course SUPPORT is useless...so here I am...last attempt

For purposes of office organization, can we change the subject line after a Docusign email has been sent to the client?  In our own inbox?

Hello.Premise I am new to DocuSign and have a time-constrained task to perform, so apologies in advance for my ignorance on the topic and for raising the question directly to the community (I promise I’ll read the documentation in the meantime).I need to send 3 documents to some customers and was wondering:if I could chain the documents so that I would not have to send 3 separate links if I could create a dependency amongst them (so, if a customer signs document 1 they can see document 2; if they sign document 2 they can see document 3).If the above is doable, would you mind sharing how?Thanks

Please note that we have an enquiry related to the signing order and I don’t know how I can request support on it. Can you please assist me? The enquiry relates to the case as this is descripted below: A user inputs a document for signature with 5 signees in sequence. On the way the 4th signee would like to add a new user as 5 (number 5 user will be 6). Kindly advise if this is possible and if yes please guide me how I can do it.

Hi DocuSign,  I received an email from DocuSign Tax Department <taxid@docusign.com>advising me to update ABN information. I found it weird as I am pretty sure that I have already provided an ABN when I Sign up with DocuSign. Please see attached the details of their email and DocuSign IT Team, please do something about this scam. They are using your name and it’s very deceptive, they need to stop. If it turns out that this is legit, please let me know so I can make necessary update to the account. 

Hi there, I can’t find a way to get docusign to send our billing invoices to us monthly by default/automatically? Without me logging in and downloading. How do I do this?

Hi All,Is it possible at all to have a line break, e.g. \r\n within the CSV for particular text fields?An example would be a custom field for addresses, so rather than have:1 The Close, Best City, BC01 0BCInstead it’s:1 The CloseBest CityBC01 0BCI’ve tried a few variations (\r\n, \r, \n, \\n, \\r) but each time the backslash just escapes the next character and returns whitespace rather than a line break. I’ve also tried double quotes around the text with an actual new line but the import process then thinks this is a new row.Thanks,Matt

I need to send the same form to thousands of people. In test, the form sends for with my email id as the sender. How can I change the final version so that it replaces my email with a generic company id?