Help Forums

Can the client/signer see where in the process the envelope is?Example: I send a contract to a recipient for signature. The recipient signs but then the envelope goes to a few internal company signatures. Does the first recipient see where the envelope is at any given point in time after they sign but before it’s completed?Thanks for any help. Janae

I have two checkboxes on the form, A & B.At least one is required to be checked.I don’t see how to make this happen.

 1. This workflow is putting both signatures in the same place, signature_1. How can i get this to put the second in /s2/ in the template?templateworkflowsignature 1 in correct placedocument variable in esig for signatures

I want to create a powerform similar to this The first role should be able to open the document, fill in required fields and then push finish and have the form sent to the signer they select (which is the second role). The third role would receive a copy. I have been able to figure out the 2nd and 3rd role but can not successfully figure out the 1st role. For the first role I have been selecting "allow to edit" but all it does is allow them to open it and then ask them to select the signer, it will not allow them to fill in the document. I want the first role to be "person filling out document"I want them to be able to fill in document but not sign I do not want the pop up that occurs once the document is open that ask them to select a signer since they filled that in on the first page of the powerform document.

Hi Guys I am working on a scenario where I have to show only 1st row of a table and and suppress all other rows. I have been trying to use this tag but it seems to be not working and suppressing all the rows. as a result no value is passing in the row.<# <SuppressTableRow Test="count(./Ext_Dealer__c) >= 1" /> #><# <Content Select="./Ext_Dealer__c[1]"/> #>

We track the other party in the CLM for signed agreements. However, sometimes I need to know certain things about the vendor, that doesn’t need to be captured at the contract attribute level (PII access, Foreign owned, Subsidiary of another party, etc. and so many other things). Is there a way to set up a “Vendor Profile” or “Vendor Card” so that when that other contracting party is entered in the attributes for an agreement, I don’t have to enter in all the other fields for reporting purposes? Happy to explain further, if necessary.

Hi everyone!We here at the office are wondering if it is at all possible to save docusign documents with editing capabilities enabled? We find it frustrating to print off and re-scan in entire documents because a client missed an initial (or something like this). It is a huge waste of paper and time!Is there a way to avoid having to do this? Thanks!Sherise

When downloading a combined, completed agreement as a single document, is there a way to have DocuSign add page numbers? I have a situation where we are adding continuation pages to existing signed documents, and it would be helpful to have continuous numbering of the final product.

How do you create a cell phone field on the web forms

Hi I am new to DocuSign, learning about webform. We would like to have QR code pointing to wherefrom URL. The issue we anticipate is that every time we update the webform which is highly likely to happen, it will generate a new URL. This will become overhead to manage QR code which may have been distributed by the business as hard copy posters etc. Is there a way to force updated webform to point to the same existing URL?

I receive an email from the creator of the document that it is complete. The email has a link to “View Completed Document.”  That’s great.  I can view it.  However, there is no link, menu, drop down, option, anything to download document.  

Hello, We would like to provide our CEO with a cover page that outlines what he is about to sign along with the entire master service agreement. However we do not want the cover page visible to the counterparty signer at all. Is there a way to create an envelope that include both the cover letter and MSA package, but only have the counterparty signer see the agreement?Thank you,Andrew K.

Hi,I am trying to send multiple templates in one envelope and when it comes to filling it in the finish button does not appear stating that there are fields that need filling in - but they have all been filled in. For example the name field - a text field - appears red even though it has data in. Please someone help me I am loosing the will here! Thank you :)

We have a situation where we want to have our administrative department to create contracts in HubSpot, but have someone else (a manager familiar to the relation) send out the contract under their name.It is currently possible to create a contract and have someone else send it out, but it will be under the name of the person that initially creates the contract.Is it possible to change the name in the e-mail header with for instance a standardized name, or is it always the person that initially creates the contract?

I have to sign with Docusign a document already signed by other parties with their signer-held digital certificates. But when I do it, DocuSign certificate is added and valid, but the other certificates are no longer valid. How can I make these certificates remain valid when I sign ?

Hello community, I have the problem that I cannot integrate the docusign addin into my locally installed Outlook (version: MS Office LTSC Standard 2021 SPLA). We use a local Exchange server. When I click on "Get Add-ins" in Outlook, I am redirected to the Microsoft Appsource, where I am redirected to an M365 tenant when retrieving the Docusign Addin. Interestingly, I can see the addin in the M365 Tenant as well as the Word addin. The Word Addin also appears in my Word... but the Outlook Addin doesn't... What do I have to do?Many thanks for your help!Adrian

Is it possible to have those other than the signer and sender of a web form receive a carbon copy of the completed form?I have a routing group in the template used to create the web form and that is supposed to receive a carbon copy of the document after completed. However, for some reason the completed document is only coming to me as the sender and to the signer.I see the option to have “Additional Recipients” as part of the Web Form, but it looks like this is really additional signers. I’m not seeing a way to add copy-only recipients here. Am I missing something?

I received an important document on the 24th February 2021 and eventually signed it using docusign on 1st March 2021. I printed the signed doc but have misplaced it so I asked the Finance company to send me a copy. I received a pdf file of the doc but the Fee Agreement date shown is 11/02/2021 (11th February 2021). How is this possible? All other aspects of the document are exactly what I remember I signed on the 1st March 2021. I would appreciate your comments/ answers so that I can go back to the Finance company with some confidence. Thank you.

we have 3 companies does that mean we need 3 separate subscriptions?

I have an app where I don't have control over the documents. I need the user be able to add tags and sign documents similar to how it can be done on the DocuSign website. I cannot use auto place tagging as the user might want additional tags. So, checking here to see if it is possible to generate self-signing url via API that allows the signer to add tags as below? 

Hi Team,I have a problem with documentId, if I use any integer it works, if I use something different, with letters or a GUID, it gives bad request. Actually in my case I need to supply documentID, documentIDGUID from client and I need same to be echoed to me. Document Id gets echoed but only if its a positive integer. I am using webhooks and configured envelope complete event but documentIdGUID differs from what is sent in request. I am using composite template. Please assist where in which field I can send some guid which can be sent back to me through event notification if not document IDREQUEST "status": "sent",    "compositeTemplates": [        {            "document": {                "documentId": "1",                "documentIdGuid": "68A78AB1-45A5-CC02-8E2D-8EF0F9700000",RESPONSE "documentId": "1",

We use DocuSign for our employment contacts. We ask certain questions that we may want to follow up on some answers, such as disabilities (in order to understand whether we need to put any additional resources in palce). is there a way to set up an alert or email if certain check boxes are ticked? This would help us to identify which new employees we should be reaching out to.  Currently we’re downloading and looking at each contact, which is time consuming when we have over 70 new starters per week.

Hi Folks, Hope you are having a great day, We are currently using DocuSign to send loan documents to customers, however the Loan System only allows for the person to sign in and send as individuals to recipients which they can respond based on the person who send the document. Is there away to prevent recipient from seeing the person’s email address or possibly substitute the senders email with a no-reply email? Thanks for your help

We use 100 plus envelopes a month is there a more cost effective option than the pro plan

It used to be that the STATUS column would indicate how many people it had been routed to, with the number of remaining people listed. Now it only has a vague progress bar, and the number of people remaining. I do not find this helpful, as I need to know how many have already seen the document. It is possible to change my setting somewhere? Or to go back to the original status indications?