eSignature

I just created my first web form and I wanted to know if the signer has the ability to sign right on the form without opening up DocuSign. Thanks! 

Does anyone know how I can make tick boxes a required field?

New user with a quick question on a template.  I created a template with a customer section at the top for them to fill in and signature area at the bottom.  The template is a contract used annually by 200-250 clients.  There is a middle section where we need to enter price, deposit amount and terms different for each customer.  Can this modification happen within docusign so the remainder of the template does not change?  If I modify every contract in say word then re-import I will have to reenter all of my fillable fields.  Thanks for any help. 

Hello I am trying to send a bulk envelope to our staff and when I add their names and email addresses to the sample upload spreadsheet is is giving me errors and asks me to complete Role 2 name and email - the sample CVS sheet is different to what I was expecting to have opened. Is anyone able to assist?Caroline 

Hi All, I had an interesting question from one of our departments this past week. Is there is setting within DocuSign to prevent lets say a google search from returning the Powerform URL in the search? For example, a student searches for course action form and receives the Powerform URL for a course action form in the search instead of the form landing page. Thank you! Rachel Sligar

We have multiple users sending docusign envelopes from Salesforce and, ideally, each agreement would be sent from an org-wide email rather than the individual user’s email?  I see via Shared Access that it is possible to send on behalf of another user, but I can’t find information on if this works from Salesforce and, if so, how.  Any info would be appreciated. 

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality.What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview.  Feature demo

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality.What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview. Any questions

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality.What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview. Any questions

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality.What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview. Any questions

is DocuSign down its not letting me set up ad send an envelope 

when I strike out a offer price and do a text box new price it does not save it 

how to DETACH an attachment. we attached the wrong document, need to delete the attachment.  How do we do this?

Dear Teamcan you help to share steps or document to change session timeout for one user. from admin portal i can see minimum timeout session is 20 minutes, This cannot be changed to one single user but org change is possibleCan you help me to change session timeout for one particular user 

Hi, I recently had a contract signed by two parties. However, the date signed for the other party is in date format DD/MM/YYYY and mine was in MM/DD/YYYY. Will this contract be valid in case of needing to go to court? Or should I have the client resign in the correct date format? Which I’m not sure why their date format is like that since I had it set as MM/DD/YYYY. 

We reactivated the user’s profile hoping this would resolve the issue, but it did not. We also sent this same envelope to another user and it was received by the second user.

We currently only use Powerforms for new hires to fill out a new hire packet, including the W-4. We then manually transcribe all of the information into our payroll platform.We would like to be able to export the data from the new hire packet to streamline this process. Does Web Forms allow for the Form W-4 to be signed, that we could download the employee data AND save a PDF of the document for our records?  Thanks,Susie    

If I am remitting an envelope that requires a designated individual to sign on behalf of the entity (i.e, M Jones, President of ABC Co.) WHAT names goes in the “recipient” field for the envelope delivery?  I always ensure the signature line is updated to read: ABC Co by: M Jones, President with the intent that M Jones would click and sign. ISSUE- sometimes my completed docs come back as intended (M Jones) and sometimes they come back w. ABC Co as signature? I list the ENTITY as recipient on all and no clue why it only happens on some? Does the recipient have to designate OR is something I am doing wrong on my end? Help??thanks 

I can't see "Start" under Templates. 

I’ve created an envelope I need to send to 45 people to have signed.  I added the document and all 45 recipients.  They all need to sign the form individually using the same fields.  I added the fields but the color coding leads me to believe it’s only for the first person on the list.  I can’t tell if I hit send whether or not everyone will receive the same envelope or if only the first person on the list will have the fields to fill out.  It’s basically a bulk send but I don’t have the account tier to add all the names at once.I even tried a template but it asks me to add fields for every recipient.

Hello.  As the sender, is it possible to see the original message included within the completed email that gets returned once all parties sign? The original message appears in the completed email for all recipients but not for the sender. Thanks!

We have a contract for 400 people to sign. How do I ensure that my signature and initials are ALREADY on the contract when I send it to 400 people? I don't want to have to sign every contract independently. When sending, my signature is already recorded. Is it possible to do this?

My question is how to set the language for this.Change "本文档仅供演示使用。" to "This document is for demonstration purpose only."  

Is there a way that an admin can require all users in their company to send all envelopes with KBA security questions to access? 

Is there are way to forward the completion emails to a recipient that is not part of the signing group and that recipient be able to access the documents via the link in the completion email without having to log into aDocuSign dashboard?