Question

Zipform wanting email for envelope

  • 24 March 2024
  • 4 replies
  • 14 views

Badge +1

On my old laptop when I open zipform eSign option then modify in DocuSign, it brings me straight to the prepare envelope page that has add recipients, add message, etc. without needing the emails of the recipients.

On my new computer, however, when I try to do this, it keeps giving me an error and asking for the mails of the recipients. How can I get it to just bring me to the DocuSign prepare envelope page like my laptop without needing the emails? Is it something in the settings?


4 replies

Userlevel 3
Badge +11

Hi @tonyteam,

 

Welcome to the DocuSign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I am sorry to hear that your recipient details are not being populated in your envelope after creating it through your integration with Zipform, but I will help correct the issue.

 

This behavior is usually related to inappropriately tagged recipients in your transaction. 

 

To correct the issue, try following the steps described, here:

 

When sending an envelope from zipForm, how do I make sure the recipients have the correct tags?

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using DocuSign, we hope you have a wonderful rest of your day! 

 

Best regards,

 

Alejandro R. | DocuSign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

 

Badge +1

The tags are correct, this doesn’t seem to be the issue.

Userlevel 3
Badge +11

Hi @tonyteam,

 

Thank you for following up.

 

The information used by eSignature in this scenario comes from your Zipform transaction.

 

By following the steps on the guide provided, you will be able to ensure that all the necessary parties have been included before sending your envelope.

 

When sending an envelope from zipForm, how do I make sure the recipients have the correct tags?

 

If you have entered all the parties before sending your envelope Ziplogix Support will be in the best position to help correct the issue.

 

Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible. 

 

Best regards,

 

Alejandro R. | DocuSign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

 

 

 

Userlevel 3
Badge +11

Hi @tonyteam,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

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