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9815 Topics
D
Newcomer
Dina MartinezNewcomer
asked in eSignature
Configuration account

Hello Support TeamCould you please to tell me how is the configuration of xxx@xxxx.com account?, it questions is because he can’t to submit documents in his accout and to send to another person who is signer. Kindly, Dina Martinez 

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C
Community Moderator
A
Newcomer
aromaNewcomer
asked in eSignature
Reject a document in multi document envelope

How do you Reject a document in multi document envelope?

632
C
Community Moderator
M
Newcomer
Mel K-WNewcomer
asked in eSignature
Recipient forced to sign-in to DocuSign

I have a NDA going out to several people.  One of them is reporting that DocuSign is making him create an account in order to sign the NDA. Is there a setting or work-around that could avoid this?

2732
C
Community Moderator
A
Newcomer
Arwen LoveNewcomer
asked in eSignature
Annual Compliance Distribution

We must distribute a policy document to our board of directors for review and signature each year.  Every board member needs to sign.  Is there a way to send a document in one envelope to multiple individuals without having multiple signatures on that document?  I.e., the end result desired is to have a set of individually signed policy statements.

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C
Community Moderator
J
Newcomer
jfosterNewcomer
asked in eSignature
Mobile Signing

Members are telling us that the data fields are not matching up on the mobile app. 

252
C
Community Moderator
J
Newcomer
jzellerNewcomer
asked in Other
Airtable / Docusign Integration to

I would like to take data from airtable  to put on pdf template or any template. Then would like to take this template that is filled out with this data to be electronically signed with docusign.  For example If I am trying to do a lease renewal for an apartment I have a general template of the renewal that has about 10 places where it takes data from airtable to fill out. Then I need to take this document and be able to get electronic signature and then store the final document on airtable. I also have zapier and can pay for make to help get this done if needed. 

3505
A
Community Moderator
V
Newcomer
VentureCapitalCrossNewcomer
asked in eSignature
Cannot tick boxes in templates with the new design

Before the “New” design, you could pre-tick check boxes and now you can’t.  Can you please re-enable that feature?  Anyone else having problems with the new system?

262
A
Community Moderator
C
Newcomer
christopher.pimentelNewcomer
asked in Web Forms
Form Not Submitted Error code

We have received this error code and are not able to send any envelopes at this time.  Any recommendations? 

352
A
Community Moderator
B
Newcomer
bchambers2112Newcomer
asked in eSignature
How do I get hold of support? The answer to my issue is not here. plain and simple

I am trying to share envelopes, as the admin, from a closed user to their backup. It does not work when I hit “accept” give me the old null sign. 

202
A
Community Moderator
L
Newcomer
Lin A.Newcomer
asked in eSignature
Docusign Upgrade and still charge me on my Old plan

I have Upgraded my plan on May 2024 since Representative have advised me that I need more signature. He then upgraded me to Envelope subscription instead of seat subscription. I paid on May 2024 and Now DocuSign is saying that my plan was never change even though I have a contract signed. Now they are trying to bill me my annual subscription again  for the old plan that was supposed to be replaced on May 2024. Billing department CANNOT figure out what happen and I’ve been waiting for a call, I can’t even change my Auto pay and they said I need to have it!  I already paid on May 2024 and now they are billing me again for Aug. what do I do from here ?   

332
A
Community Moderator
M
Newcomer
Mo Pool ManNewcomer
asked in eSignature
Change to email message after first signing?

I want to change the email message I created before send the document for signature.  Is there a way?

1324
A
Community Moderator
A
Newcomer
abctjrNewcomer
asked in eSignature
Personal folders missing

I  had created folders to organize my completed documents - they have disappeared. They were located on the left margin of my screen? 

12113
C
Community Moderator
T
Newcomer
Tammy BlouvetNewcomer
asked in eSignature
Validate 2 text boxes DO NOT match

In DocuSign eSignature is there a way to have two text fields and validate that the value in the two text fields does NOT match? We are trying to have the signer enter option one and option two and they cannot be the same option. 

766
C
Community Moderator
G
New Voice
Guilherme DuarteNew Voice
asked in CLM
DocuSign AI Integration with PDF Documents and Workflow Automation

Hello everyone,Do you know if DocuSign AI works with PDF documents?I’m dealing with a situation where we have some documents created by DocuSign e-Sign Webforms, and we need to file them in the specific folder for each client.Therefore, I was thinking of creating a workflow that would start with an intelligent rule to initiate the workflow. Within the workflow, the steps would be as follows:DocuSign AI Find Party (assuming the AI will fill in the party's name) Move Document or, if the party does not exist, add a step to create the PartySo, that’s the little summary.Does anyone have a similar case?

580
G
New Voice
M
Newcomer
Maarten Van NuffelNewcomer
asked in Docusign Admin
Follow up on unsigned documents

Hello, I’m trying to achieve the following, but with the tool I have available, this doesn’t seem possible? I would like to receive a report or have a means to follow up unsigned envelops older than 1 week that have been sent by X,Y & Z. While also being able to filter out X, Y & Z from the results.Currently we use a template in DocuSign where we fill in some data before it gets sent off to the end user. Because of this, we see ourself as a recipient in all of the reports as well.I also can’t seem to filter the results for older than 1 week, newer than 3 months or something like that. I wanted to check out workflows, but I can’t find that in the admin portal of DocuSign. I’m guessing this has something to do with licencing?  How do you guys handle this scenario? We want to do a weekly check on unsigned envelops for specific people and templates preferably by using a scheduled report.

2223
M
Digital Collaborator
S
Newcomer
SixfootfiveNewcomer
asked in eSignature
No upload/can't send

I created a template and trying to upload so I can load the fields for the document and send.  However, docusign keeps recycling says there isn't a document to send.  Meaning the document the program say was successfully loaded isn’t loaded.  

534
C
Community Moderator
D
Newcomer
David.ZNewcomer
asked in eSignature
Setting the correct user to display in the history.

Hi all,I have a helpdesk email set up for all sent envelopes so the consultants are not responded back to on their direct email. I have just noticed that when a consultant corrects an envelope, the history does not say who it was that corrected it. Instead it says the user who corrected the envelope was the helpdesk.Is there a way to fix this to show in the history the specific consultant who corrected the envelope, rather than assuming it is the user who first sent the envelope?The issue this may cause is if a user may go into an envelope that someone else sent, then corrects something they shouldn’t have, and we have no way to trace this correction back to that person.Thank you,David

639
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Community Moderator
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How To Use Docusign ID Verification

Hi! I just published a new YouTube video on Docusign Identity Verification.You will learn how to ensure signer authenticity with Docusign's identity verification tools. I'll walk you through setting up ID verification, acceptable documents, and secure authentication methods, with a live demo to see these tools in action. You can find it here: PS: join me every Wednesday at 9AM PST during a free Q&A session. Click here to register! 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

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sofian_solusign
Troubleshooter
J
Newcomer
jsul2024Newcomer
asked in eSignature
Switch the demo environment to the standard plan

Hey there,I’m running a demo environment before we start with the productive environment.As a start we booked the standard plan and we were wondering, if we can switch the demo environment to standard as well, so we only have the admin options (according to our plan) available.At the moment it looks like our demo environment is running on a professional plan.Can anyone help me out? Thanks a lot

787
N
Community Moderator
K
Newcomer
KetlyNewcomer
asked in eSignature
Recipient limit of the envelope has been exceeded

Why is Docusign telling me that the ‘Recipient limit of the envelope has been exceeded’ when I have added only 7 signees? I’m on a free trial, but I can’t read from any of the Plans that the number of recipients would be a factor so I wouldn’t like to buy a plan until I know that I’ll be able to add the 7 signees with the paid plan for if that’s the issue.

25775
N
Community Moderator
H
Newcomer
Haufe OnboardingNewcomer
asked in General
Docusign OAuth Invalid Grant with unexpected_origin_included

Morning, in my team we are trying to implement an integration with DocuSign and according to the documentation, we need to setup an OAuth process. In order to do so, the steps we’ve followed are:Create a developer account Go to “Integrations” → “Apps and Keys” and create an app there with a secret key and also the redirect URIs and CORS configuration. As it is the first try, we used “http://localhost:3000” everywhere. We followed this link from the documentation: https://developers.docusign.com/platform/auth/authcode/confidential-authcode-get-token/ We’ve implemented a redirection from our frontend to get an authCode as stated in the documentation by calling https://account-d.docusign.com/oauth/auth with response_type=code,scope=signature cors,client_id={OUR_CLIENT_ID} and redirect_uri=http://localhost:3000 Afterwards, we are doing a POST request through axios to https://account-d.docusign.com/oauth with the parameters stated in the documentation (a header with Authorization: Basic {CO

4334
Hengfeng Ge
Frequent Contributor
K
New Voice
kensevNew Voice
asked in eSignature API
Python API Automation Composite Template: Other server templates is being applied to other documents

Hi,I’m trying to send an envelope with multiple documents and each document needs to be applied a specific template.I’m looping through the documents and adding the specific serverTemplate based on the type of document.Here’s a snippet:The serverTemplate is determined by: However, it seems that the other template is being applied also to the document that it’s not meant for.Here’s the error:HTTP response body: b'{"errorCode":"TAB_PAGENUMBER_IS_NOT_IN_DOCUMENT","message":"The pagenumber specified in the tab element is not in the document that the tab refers to. Tab on Page 9 of Document 1 for Recipient 1"}' Any idea?Thanks!

832
K
New Voice
A
Newcomer
akipNewcomer
asked in Docusign Connect
I want to reflect the signing status of an Envelope in Salesforce using DocuSign Connect.

Goal:I want to reflect the signing status of an Envelope in Salesforce using DocuSign Connect. The envelope is created using Salesforce Apex, and the signing status is received through a custom Salesforce REST API that is implemented with Apex.Issue:I have completed the DocuSign Connect setup, but no logs appear in the "Logs" tab, and even after completing the signing, no requests are coming to Salesforce.DocuSign Connect Settings:Listener Settings:Status: Active Connection Name: SalesforceStatusUpdate URL to publish: https://[mydomain].my.salesforce.com/services/apexrest/namespace/docusign Enable Logs: Checked Require Acknowledgement: CheckedData Format: REST v2.1 Event Message Delivery Mode: Send individual messagesTrigger Events:All checkboxes under Envelope and Recipient are checkedAssociated User/Group: All UsersIntegration and Security Settings:Include OAuth: CheckedOAuth 2.0 Settings:Enable OAuth: Checked Client ID: Configured Client Secret: Configured Authorization Server URL:

2367
Hengfeng Ge
Frequent Contributor
M
Newcomer
monicaclaytonkwNewcomer
asked in Rooms
rooms

It seems Rooms has disappeared from my drop down. I tried rooms.docusign.com and  I get Page not found, Looks like the content no longer exists. Can anyone help me please

722
N
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have been using DocuSign for 3 years and I lost all the documents. How can I retrieve all the completed documents ?

I have been using DocuSign for 3 years and I lost all the documents. How can I retrieve all the completed documents ?

833
C
Newcomer

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