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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

27 days ago

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Docusign Maestro

Find answers to your Docusign Maestro questions.

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Docusign CommunityCommunity Admin

published in Docusign Maestro

Automate the Agreement Process With Workflows

Check out the new user guide for the new platform service to build custom workflows. Maestro is a workflow platform to integrate Docusign products and is extensible to third-party applications. Through this new platform, customers can build a variety of business processes without writing code and digitize their agreement journeys end-to-end. Click the link below to see the user guide:https://support.docusign.com/s/document-item?bundleId=yff1696971835267&topicId=dnx1696972415150.html

820

7 months ago

Community UserLegacy User

asked in Docusign Maestro

How do we close users freemium or trial accounts?

We have a number of users who have used their corporate email for freemium or trial accounts. We have turned on SSO but how can we go about closing these accounts (obviously after they remove any documents)? Can we contact DocuSign support to do this for us or is there another method?Thanks.

2804

1 month ago

Community UserLegacy User

asked in Docusign Maestro

What does this mean? "Each recipient must have an authentication type specified." I have never had this come up before. How do I get rid of it?

62810

2 months ago

Community UserLegacy User

asked in Docusign Maestro

Can I add recipients to a document that is already been sent out for signing

So I sent a document out for signing 3 of the recipients signed it however I need to add people to this document is this possible

10233

2 months ago

Community UserLegacy User

asked in Docusign Maestro

Is there a way to recover purged documents

1552

2 months ago

sofian_solusignTroubleshooter

posted in Docusign Maestro

How To Use Docusign Maestro In 2024 (Beginner Tutorial)

Hi! I just published a new YouTube video on how to work with Docusign Maestro. I walk through how to create multi-steps workflows using the example of a investor onboarding process.I also went over Docusign Maestro’s conditional paths and integration with Google Drive. You can find it here: Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

1211

3 months ago

Community UserLegacy User

asked in Docusign Maestro

When a document has been signed by everyone it has been sent to, do they get a copy of the final signed document or do I need to download it and email it to them?

14539

4 months ago

Community UserLegacy User

asked in Docusign Maestro

Why are the form fields blank after I send the document, even though I have filled them in and can see the completed form before I send?

4392

4 months ago

Brandon.VarelaDocusign Employee

posted in Docusign Maestro

Maestro: What's your dream state? What do you want to build?

Ever since I first stumbled into the IPaaS (Integration Platform as a Service) world with If This Then That (IFTTT) years ago, the potential that was evident there was super exciting.to me. I’ve since spent time playing around with Zapier and Power Automate as well. Some of it is in the context of Docusign and sometimes just for fun and exploration of what is possible. An example of one practical application of IPaaS software that I use daily is to help with my calendar management by blocking out small breaks between meetings so I’m not stuck back to back all day. I have 5, 10, or 15 minute breaks that automatically appear to give me time to wrap up a meeting if it runs long, take bio breaks, a quick breather, etc. It’s been a lifesaver when I didn’t have other software or add-ons that could accomplish it. Now, it’s so easy to create automated steps and processes to make our days easier. Now that Docusign has released our own in-house IPaaS foray in the form of Docusign Maestro, I’d lo

290

4 months ago

Community UserLegacy User

asked in Docusign Maestro

How does Docusign Maestro help increase efficiency?

Limited integration hinders data exchange with systems of record and often requires time-consuming and expensive custom engineering work. How does Docusign Maestro help with this issue?

262

5 months ago

Community UserLegacy User

asked in Docusign Maestro

I received a signed document with a Black box over the signature , how do we remove it or why is it doing this ?

3912

5 months ago

neethujkpTroubleshooter

asked in Docusign Maestro

Maestro for Self Service Forms

Can anyone guide me how to use Maestro - initiating a workflow for self service forms?

401

6 months ago

Community UserLegacy User

asked in Docusign Maestro

How do I change the default email text and subject? Can it be tied to a template so that each form template has a different default subject/text that is customized?

2912

7 months ago

Community UserLegacy User

asked in Docusign Maestro

How do I un-void a document?

1453

7 months ago

Community UserLegacy User

asked in Docusign Maestro

How can Docusign Maestro help increase visibility?

The absence of an audit trail makes it challenging to track and verify actions during the agreement process leading to difficulties ensuring compliance and regulatory challenges. How does Maestro help with this issue?

571

7 months ago

Community UserLegacy User

asked in Docusign Maestro

How does Docusign Maestro increase productivity?

Poor product flexibility results in the inability to complete workflows, significant time and investment to create workarounds, and additional friction from third-party solutions. How does Maestro help with this issue?

231

7 months ago

Community UserLegacy User

asked in Docusign Maestro

What makes Docusign Maestro different?

How is Docusign Maestro different from other workflow automation tools?

321

7 months ago

Community UserLegacy User

asked in Docusign Maestro

What is Docusign Maestro?

What is Docusign Maestro and how does it work?

590

7 months ago

Community UserLegacy User

asked in Docusign Maestro

I have set up a template for signature. However, when I try to save and close the template I keep being told I cannot save it as the template is not locked. And I cannot find anywhere that I would lock and unlock the template. Any advise?

100411

7 months ago

Community UserLegacy User

asked in Docusign Maestro

Can't Edit the content of my template after Save?

When I go to Edit my Template, the Edit option doesn't allow me to add additional fields or make any changes to the fields I already placed in the template. It only allows me to replace the doc or rename but not actually going back to the template and make the needed modification. Any idea what I'm doing wrong?

22612

7 months ago

Community UserLegacy User

asked in Docusign Maestro

How to locate my address book and edit contacts

As per the older posts I have tried to locate the "My Preferences" tab and the "Contacts" tab of which i have neither anywhere on my profile, even when clicking my account icon. The only way i can see my contacts is when I click on the address book icon when inserting the name of the addressee. However when I click on this, I am unable to edit the contacts information. I am at a loss and I do not understand how something which should be incredibly simple is turning out to be such a difficult task.

2818

8 months ago

Community UserLegacy User

asked in Docusign Maestro

Everytime I click on "review Documents" I get this error message "Envelope or Account Activation not found" What do I need to do to clear this message so I can try to see the document.

933

9 months ago

Community UserLegacy User

asked in Docusign Maestro

A user already has a general DocuSign account for signing documents, but not one aligned with our organization.I recently set him up with an account through our organization. Does he now have 2 DocuSign accounts? Can they be merged?

A user already has a general DocuSign account for signing documents, but not one aligned with our organization.I recently set him up with an account for sending and signing through our organization's account. Does he now have 2 DocuSign accounts? Can they be merged?

4425

10 months ago

Community UserLegacy User

asked in Docusign Maestro

How many pages can I send in one envelope?

643

10 months ago

Community UserLegacy User

asked in Docusign Maestro

When using / sending a template, is it possible to disable the auto-loading of names and e-mails from the Address Book into the drop-down boxes for identifying the recipients?

We don't want our users to be able to mistakenly choose the wrong name/email when specifying the recipients of the envelope.

1073

11 months ago

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