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9805 Topics
B
Observer
BayAreaUser
asked in eSignature
FDA Electronic Submissions

I receive reports (in pdf format) from vendors that were esigned via DocuSign. I am unable to submit these pdf reports to FDA electronically, since the pdfs are considered protected files (security settings or password protection cannot be activated). As a DocuSign user (I have both Part 11 and non-regulated accounts), is there a way that I can remove these protections from the pdfs, while retaining the signatures within the report? A colleague commented that the person who initiates a workflow, can remove the security settings from the DocuSign document, however I can’t find this feature in my DocuSign account. Appreciate any help. Thanks.

476
A
Community Moderator
A
Newcomer
ACBNewcomer
asked in eSignature
Redacted reports with details

Hi everyone, I am desperate to download all my envelop reports from last year with details. Please help. The bot is not helping at all. Thank you

642
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Community Moderator
D
Conversation Starter
Donna SevignyConversation Starter
asked in Docusign Admin
Anyone experience multiple email reminders even after the step is finished?

I am wondering if anyone in the community has navigated a support ticket where people are experiencing multiple email reminders even after they have finished their action.  This is happening for a group in our business who has been really stable for multiple months and they swear they didn’t change anything in their template/workflow. From their eyes, this is new and sudden behaviour.  Thanks for any insights you may be able to offer.

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Community Moderator
A
Newcomer
adamNewcomer
asked in Go-live
Getting this error, even after moving from testing to production api from administrator account after 20 successful test.How to resolve?

 

481
Hengfeng Ge
Frequent Contributor
A
Newcomer
Anas.ALshamiNewcomer
asked in eSignature API
Integrating AES/QES for Certificates in ERP System

Hello,As an inspection company in Portugal, we issue inspection certificates and are looking to integrate this process into our ERP system (Odoo). We aim to use Advanced Electronic Signatures (AES) or Qualified Electronic Signatures (QES) for these certificates. Could you please advise on the best solution and steps to implement this integration with DocuSign, and can we use this solution by the name of company instead of personnel identity?Thank you for your assistance.

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Hengfeng Ge
Frequent Contributor
J
Newcomer
JCLNewcomer
asked in eSignature
Number or email for support?

I can’t seem to locate a number or email to fix issues I’m experiencing with my mobile app.  Do they have one?

3704
A
Community Moderator
C
Newcomer
ChristosNewcomer
asked in eSignature
Forward Completed Envelopes

Hello,We have noticed regarding the forward completed envelope option, that this option is not available, even if the setting is unchecked.   So the option to “Forward” envelopes is not available as you can see in the below screenshot.Is it something we can select from the admin settings?Can someone assist us with the above? Best RegardsChristos

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Community Moderator
C
Newcomer
Carmen HaasNewcomer
asked in Salesforce
DocuSign E-Signature Writeback Envelope Template - in Sandbox

Hello,I have been trying to resolve my issues for several days with searching in the community here and googling. My issue:We have Docusign setup in Salesforce for E-Signature, the data for a custom object should writeback to the DocuSign Envelope Template. This works in Production without issue. However in our Sandbox when the PDF is generated for our Customer to review and complete E-Signing the PDF is blank, and the PDF is not being brought back into Salesforce once signed.I am at a loss. The setup between the Sandbox and Production are the same from my review. I have followed all the instructions provided in this DocuSign Support Document. https://support.docusign.com/s/document-item?language=en_US&bundleId=srl1586134368658&topicId=ebu1620169232889.html&_LANG=enusDoes anyone have any ideas of why this is happening only in our Sandbox, and how can I resolve this issue? Any insight would be greatly appreciated!Thank you in advance!

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Community Moderator
S
Newcomer
stone23Newcomer
asked in eSignature
No access for recipients to download the signed document

Hello, Is there a way to make it so the signers can’t download the DocuSign document? I just need them to sign and only I have access to download. Thanks,Sara

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C
Community Moderator
N
Newcomer
nicolecscottNewcomer
asked in eSignature
Auto check button due to inaction to avoid voiding a document

Hi DocuSign Community - I have a use case to see if anyone has any creative ideas on how I can solve it. We use DocuSign to send out quota and pay plan letters to our sales team. We request acknowledgement of these letters by signature from both the Sales Manager and Employee but we do not require sellers or sales managers to sign. In our current process if they do not sign before the letter expires, the letter is voided in DocuSign automatically. We are looking for a way to avoid having letters voided due to inaction. Is is possible to to not have the letter void or have a checkbox auto-checked saying something like “due to inaction on this document, it is assumed that the quota and pay plan assignment have been reviewed and acknowledged” to keep this document readily available. I’ll take any creative ideas to help us with this! Thank you!

462
C
Community Moderator
Ebergevin
Observer
EbergevinObserver
asked in eSignature
Bulk import and ECF

Hi there, 2 questions. First one, pretty sure the answer is no, but there may be a work around. I have a bulk list to import (I’m fine with the CSV and importing). I got name, email, role and the company name. For some, we don’t have any name listed only a generic email like info@company.com. Is there a way to leave it (the full name) blank (I’m guessing not as I get an error message after import and I need to clear them invidually) so the enduser signing the Document input his name without us having to populate manually all the missing ones. That would save us a lot of time for those cases. I know it may look like a mass mailing at random targets, but it is not. I was provided with a list from our CRM that did not grab the names for whatever reason (I was not behind that exportation so I am unsure how they did it and the process to get a new list will not be worth it). Second one. In a bulk import, is there a way that an ECF be also used in the document (DCF)? Meaning that the bulk im

862
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Community Moderator
A
Newcomer
AGCCNewcomer
asked in eSignature
Can you via amended Contracts ? I.e Original versus edited ?

We received a contract on the 20th of the month with a start date of unknown, we then got sent a new link from Docusign a few days later with a “supposedly” amended start date. Are we able to find out what the original start date was ? or if there was a change made ? 

223
C
Community Moderator
M
Newcomer
MziblitimNewcomer
asked in Docusign App Center
Web Form, how to add a template

We have built order forms based on different templates. If we change the original word/pdf-document for example want to add totally new question in it. Do we need to built web Form all over again?We can copy the template and replace the original document,  and the start the Create Order Form building from the start. This is how we do it now.

1512
C
Community Moderator
C
Newcomer
CathrinNewcomer
asked in eSignature
Turn off some "Your document has been completed" auto emails

Is there any way to stop the "Your document has been completed" auto email notifications from being sent to some of the recipients (but not all recipients) when using a template? Not all the signers need a notification, and I really do not want to clutter senior executives' inboxes. How can I turn off the auto notification for two of the multiple signers in my template? MTIA!

853
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Community Moderator
P
Newcomer
Pallavi H PNewcomer
asked in Web Forms
how can i transfer the web form created by a users to another user

how can i transfer the web form created by a user to another user

972
C
Community Moderator
W
Newcomer
welltherapysfNewcomer
asked in eSignature
Can I extend my trial?

Hi everyone, I started a trial a few months ago and didn’t have time to try it out. Anyone know if there’s a way to extend, or start a new trial? Thanks!

432
C
Community Moderator
R
Newcomer
rodri01Newcomer
asked in eSignature
Resending envelope

If a resend an envelope that has a signing order and has already been signed by previous approver and I need to resend to the approver in turn… will it be send to all approvers or just the ones pending? pls advise.

572
C
Community Moderator
A
Newcomer
adaniel87Newcomer
asked in eSignature
System Error when trying to load a document I need to sign

I’m trying to sign an insurance document that was sent to me and I keep getting“Warning System Error: Your DocuSign request cannot be processed at this time.Click the 'Back' button to return to your DocuSign session. If you continue to receivethis error, please visit our Support Center.Error Time: 9/18/2024 7:59:14 AM (9a81cbd6-bc8b-4661-bd0f-0a1829116fe1)”Googling it gave me only one real search result: one post here from a month ago, but there was no follow-up on it. I’ve tried everything suggested in that post (different browser, deleting cache/cookies, different computer, a VPN, my phone through the cell network, etc.)Any help would be appreciated

5514
C
Community Moderator
J
Newcomer
jvigNewcomer
asked in Salesforce
DocuSign App Launcher - Salesforce

I’ve been using DocuSign integration with our Salesforce solution for almost a year now, my experience with it, is pretty painful!It really lacks intuitive performance, you have to change your documents to make it a user friendly experience internally and externally.  DocuSign really should be less about management and more about an extension and ease to a workflow. One thing that is really problematic its making changes to existing templates, I make changes to our forms, add that form, move merge or standard fields to the new form from the old one. Add or move to new sections and then those fields disappear. You have to do back into DocuSign make changes to the template, then go back into Salesforce to make changes to ensure its done correctly. A lot of effort for such a gap for an “integrated tool”    Does anyone know of a smooth and easy way to manage existing templates and when you have to make changes to that existing forms without having to replace all the fields?

652
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Community Moderator
M
Newcomer
MoslabsNewcomer
asked in eSignature
Download Completed Envelopes - Retrieve

Hi There,I need to download completed envelopes and wondering if DocuSign retrieve is available on my Business Pro Plan? Kind Regards, Mo

1152
C
Community Moderator
C
Newcomer
cvockNewcomer
asked in eSignature
Change text in single field based on drop down selection

I am looking to update a hidden (white text) field we use on the back end for document storage based on dropdown user selection. I need to use a single “Doc ID” field, the hidden one, so I’m not sure how to use conditional logic. The data label on my hidden field must be “Doc ID” for the next downstream action to take place. If I have multiple “Doc ID” fields, they will all have the same value. In the snip below, the user selects the document type they’re attaching in box 1 and I want box 2 to populate with the corresponding Doc ID. The “crosswalk for test” box shows user selections and Doc ID. Any ideas how to accomplish this?  

2193
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Community Moderator
J
Newcomer
julius572003Newcomer
asked in eSignature
Google blocking connections

Attempting to connect my esig account to Google drive.  I receive the msg:This app is blockedThis app tried to access sensitive info in your Google Account. To keep your account safe, Google blocked this access.Google Drive does not show up under “connected apps” yet when I go to my google account I see:Whats going on here and how do I complete the connection to Google Drive?  thanks.

2612
C
Community Moderator
G
Newcomer
GBrownNewcomer
asked in eSignature
Everything is gone!

I’ve been using Docusign for months, with a paid account.  I went on vacation, came back, and all of my documents and previous records are gone.  It now says I have a freebee account.  I have no idea what happened.  Help!

722
C
Community Moderator
K
New Voice
KarlaNew Voice
asked in eSignature
Help about my subscription

Hi all! I've created a free account to test DocuSign before I get a paid subscription, it should be the 3rd day of usage out of 30, I sent 4 envelops and now it says that I no longer am able to send. Do any of you know what's going on? Thanks!

477
Hengfeng Ge
Frequent Contributor
P
Newcomer
PaulWNewcomer
asked in Docusign Admin
Restrict Signing group to CC Receives a copy only option

I want to set a specific rule for a user group when they receive documents that it can be restricted to only having the option to receive a copy,  eg below. Any help is greatly appreciated 

644
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Community Moderator

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