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Remove Envelope Id printed on Document

Forum|Forum|7 years ago
November 6, 2018
4 replies
1255 views

Hi, I am trying to remove the Envelope ID from the pdf document sent to the signer user.

I found this two guide on the DocuSign support:

https://support.docusign.com/en/answers/00003007

https://support.docusign.com/en/guides/ndse-user-guide-envelope-id

but I can't find any Envelope Id settings. Can you help me, please?

Thank you,

Eleonora Atza from Soldo

Best answer by Community Expert

I would recommend the steps in the User Guide as seen below with one small change (name of the checkbox): To send a document without the Envelope ID on it

Start a new envelope and add documents and recipients as usual.
Open the Advanced Options by clicking the Edit link.
Under Sending Settings, clear the option " Affix envelope ID to top left of every document page" .
Continue to the Add Fields view and add fields as usual, but do not add the Envelope ID field to the document.

Based on the above steps please respond on what you do not see....do you not see Advanced Edit? Or when you go to Advanced Edit, do you not see the Sender Settings down at the bottom? Or do you not see the checkbox that says " Affix envelope ID to top left of every document page"?

C

Community Expert

Answer

Docusign Employee

I would recommend the steps in the User Guide as seen below with one small change (name of the checkbox): To send a document without the Envelope ID on it

Start a new envelope and add documents and recipients as usual.
Open the Advanced Options by clicking the Edit link.
Under Sending Settings, clear the option " Affix envelope ID to top left of every document page" .
Continue to the Add Fields view and add fields as usual, but do not add the Envelope ID field to the document.

Based on the above steps please respond on what you do not see....do you not see Advanced Edit? Or when you go to Advanced Edit, do you not see the Sender Settings down at the bottom? Or do you not see the checkbox that says " Affix envelope ID to top left of every document page"?

C

Community Member

Legacy User

Hi,

Thank you for the help!

I open the Advanced Setting, but inside this view I do not see neither the Sender Settings nor the checkbox that refers to the Envelope Id printed on the document.

My account has Admin role, so I should be able to perform any changes.

Thank you,

Eleonora

C

Community Member

Legacy User

Perhaps the feature is not part of your DocuSign plan or I have seen situations where a particular feature was not enabled (visible) for a DocuSign Account. I checked both of my DocuSign accouints and although I have the option when I create a new envelope, I do not see the Admin setting that is described in the following article, so its as if the option is enabled but not visible to me even though I am an Org Admin. See "Enable including the Envelope ID on the document" in this article by DocuSign....https://support.docusign.com/guides/ndse-admin-guide-sending-settings

I suggest creating a DocuSign case to take this further.

C

Community Member

Legacy User

I am on the phone with support now (Please see the following announcement regarding important changes to
Docusign Live Inbound Phone Support:
https://support.docusign.com/s/articles/Upcoming-Changes-to-Live-Inbound-
Phone-Support?language=en_US) and she says that change has to be made manually by them. You should be able to do so by calling them now! Good luck :)

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