Help Forums

Good morning everybody question. Where do I find expired envelopes and can they be reactivated and resent?

Is it possible to send out a document with docusign without allowing the recipient to download it? We would like to send out some confidential documents via docusign in connection with our employment agreements but we wouldn't want the recipient to be able to download those other documents. Is this possible? Thanks!

Good morning community!...does anyone know if the DocuSign delivery failure notifications contain content to report the failure due to a TLS error? (in other words, If I activate enforced TLS and the recipients email server does not / cannot support at least TLS 1.2...will I receive sufficient details to notify me OR will I just receive a ‘generic’ Failure notification ?)...and, can I obtain statistics on deliver failures from within the application, as an administrator? Thankyou !!!

We are due to go live with QES at the beginning of November.As you would expect we have watched the DocuSign video, which is very helpful, but for obvious reasons we wanted to test the process ourselves ahead of roll-out. However, when issuing a document (from the Sandbox) requiring a QES to one of the team using their work email address, the process didn’t work: issuing from live also didn’t work, but issuing to a staff member’s personal email address DID work and worked well. Is there a restriction that prevents us issuing to colleagues using their work email addresses - may be because they are already within one of our DocuSign groups? We never encountered that problem when testing documents requiring only a Simple Signature - even with the addition of 2FA. Do we need to tweak a setting?If one of the Community has experience of this, and can share, I would be grateful.Thank you. Alan

Good morning - I saved a document the other day (I clicked the ‘x’ which says ‘save and close’) but I can’t find the envelope to pick up from where I left off and send it out.  I’ve clicked on each tab and there’s nothing there.  Could someone assist with where I can find it?  I had had trouble previously trying to save and had to re-do it a few times as it kept saying that I had an error with my recipients.  The email addresses and phone numbers for 2-stage verification were correct, so I don’t know why there was an issue.  When I did a new envelope it seemed ok with it and I thought it had saved and closed it.  I’d rather not have to do it all again and want to understand where it goes and what I might have done wrong, or is this an issue with DocuSign with the recipient error?

Hi Community,I have a question related to authenticity and potential misuse of ISV license e-sign. If the ISV license and contract signing is done by a partner with the customer at the partner location using the tablet screen (collection of e-sign) and thereafter enabling customer to click the acceptance of terms on the document, is there a possibility of misuse of the e-sign collected by the partner in future as they had collected the e-sign and potentially stored it in their system? Also only post completion of the signing at partner location, the customer has got the completed document emailed to them. Please advise, thanks!  

We would like to use Docusings online notary services but are they valid/legal for use with Californian residents?

Hi, at the “Home” tab, it reflects as 1 document is expiring soon but I cannot locate this document even if I select “All Time” or any document sent to me or by me etc. Is there a system glitch somewhere?

How to configure Envelope to have First signer sign in Focused View and Second one sign through the Email sent after the First one? I can have one signer sign in Focused View and Two Signers sign through the Email. Can’t do First focused and Second email.Working with c#.

I have never had an issue with Docusign before. When I attempt to sign the document fails to load (imagine a spinning wheel).Any suggestions?

1. pass the go-live review, 2. then select a go-live account,input the production admin email3.input passwordthen get error, does anyone have idea?I cant log a support ticket as DocuSign have blocked that now.Also my DocuSign Account Manager has left DocuSign and their email bounces back so can’t even email to get escalated. Any suggestions / help appreciated. 

Please, help. All signed documents are coming with this message. How can I take it off?  

Hello,I dont see option to Send envelope permission “Allow users to send envelope “is selected in permission profile, what can cause this issue?  

We’re trying to make our first anual payment, but there’s no option in our account to do it, in the plan and billing option there’s no option to make the payment, we only have the option to update the payment method. If the payment has been made automatically, we also don’t have the option to manage the our invoices

Wanted to ask for Webforms, how do we set up an approval workflow with conditional logic such that if the requestor chooses option A within the form, it will send out using the approver list A, if they choose option B, it will send out using the approver list B etc. Currently I am trying to create a webform that will send out to multiple people for approval. The person approving will depend on the requestor’s department. So, I was thinking if it was possible to have a question within the form to ask e.g. what department they are from and depending on the answer, it will have the preset approver to send out to. Hopefully this question is clear thank you!

Why are Recipient is being sent multiple emails to review and sign a documents even after they have completed the signature

Hi All,  I’m trying to use the following XML tag to suppress Opp Line Items that have the following “Product Family” values “MOJOx”, “LSAxx”, “PPCxx”, or “WSTND” however I’m running into issues.  <# <TableRow Select="/Opportunity//OpportunityLineItems"> #> <# <SuppressTableRow Select="./Product_Family__c" Test="text() = 'WSTND' or text() = 'PPCxx' or text() = 'LSAxx' or text() = 'MOJOx'" /> #> <# <Content Select="./Product2.Name"/> #> <# </TableRow> #> Any ideas on how I can get this to function correctly?  Thanks!

Dear Community,just need a quick understanding if there is a way to send an envelope document for signature and receive an email from DocuSign copying my team members in that email that shows the progression of whom i have sent the envelope too ?i have tried doing co CCing my team and they were able to see the document however they were unable for some reason to see who have i sent this document too.   

I am sending a Real Estate agreement to 4 parties to sign. If I add the “date agreement” into the document, will DocuSign only add it after all parties have signed it and it’s sent back to me. I have not numbered the sequence for the parties to sign it so some may sign today and others may sign tomorrow. I just don’t want to receive it back with todays date if the final signature is not completed until tomorrow.

Being Super Admin, can I login to SpringCM as a certain user and see the content that is available to the user?

Can you advise if its possible to have different sender of DocuSign in Salesforce?For example when the DocuSign triggered from: Account, then the sender would be Account@Sender.comContact, then the sender would be Contact@Sender.comI appreciate any input/advice.

Doesn’t the basic plan include 5 envelopes per month? If so why is my plan saying I ran out of envelopes in the month of October when I haven’t used any yet?

We have set up an integration key in our developer account. I need to add a redirect URL but it is not letting me save this showing the message in the below image. I have tried this several times on different days but still no luck. Can you help me understand why this is happening and tell me how to resolve this?  

We’re in the process of migrating from CLM.CM to CLM.DS, which is integrated with our Salesforce Environment for Document Storage.  We’ve converted our Test Environment but not yet production.  We are now getting production users being prompted to upgrade to DocuSign Edit from SpringCM Edit.  Can anyone advise on how to stop this? 

What’s the BaseURL should be used in if we want to use the docusign admin api.I have tried all the ways please help me out.