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9821 Topics
C
Newcomer
CharlieSVNewcomer
asked in eSignature
How can merge a trial account and organization account because the email is the same

I have 2 accounts with the same email organization... When I log in... the app open the trial account and I can't access to the organization account.How can i do to solve this problem?? 

942
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Community Moderator
Y
Newcomer
YatharthSejpal
asked in eSignature
Query regarding Custom Branding Email For?

Hello, I need support with the Branding template for Docu-sign.For context, I am trying to send out a bunch of letter on behalf of someone else and therefore when sending out these letters I would like to hide my name and email address from the Branding of docusign. I am aware tht this can be done by editing the XLM code, but I am not that technically well verse to figure it out myself. Can someone please provide me a beeter idea on what code shuld be edited to either reomve my name and email or edit to to someone else’s. Thank you.

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Community Moderator
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Newcomer
Tangible Srl SBNewcomer
asked in eSignature
Export custom data

Is there a way to export all the data contained in my envelope to a CSV file? I mean not just the default data (namely: EnvelopeId, Sender, Envelope Status, Subject, Created, Sent Initial, Last Sent, Completed, Voided, Voided Reason, Declined, Declined Reason, RecipientId, Recipient Name, Recipient Email, Recipient Type, Recipient Routing Order, Recipient Status, Recipient Viewed, Recipient Signed, Recipient Declined, Recipient Declined Reason), but also the custom content of my letter? For example, the name and surname entered by the user, their date of birth, marital status, etc.?

732
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Community Moderator
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Newcomer
BrookLNewcomer
asked in Identify
ID Verification

When adding the ID Verification on an envelope I am not receiving an actual copy of the ID the client has uploaded. I’m only receiving notice that they “Passed” the verification 

842
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Community Moderator
K
New Voice
karanvir93New Voice
asked in eSignature API
DocusignApi - Date Tab set date range

How to disable future dates in the datepicker (using Date Tab) using docusign api?How to set the date’s start date based on other date’s end date?

1332
K
New Voice
C
Newcomer
cs6722Newcomer
asked in CLM
in Taiwan can't connect to the approval URL provided by the customer

我在台灣，但無法連接到客戶提供的審批 URL這不是快取和 cookie 的問題。如果我去美國，我可以連接到審批網站。 我已經詢問過ISP廠商，這是DOCUSIGN系統提供者的問題，而不是線路提供者的問題。 

210
C
Newcomer
U
Newcomer
UteNewcomer
asked in eSignature
Multiple Docs signed and then each, but only one, gets sent to a different person

Hello,is it possible to have 100 docs or more and get each of them signed by the same person, lets say a Manager, and once the docs are signed, each of the signed docs get sent to a different employee in the company, but without the other recipients knowing who got a copy. And additionally split the documents so that each recipient only get one of these files(their assigned file), which would be defined in an Excel sheet.The docs are all the same, with small differences, like a serial letter from Word. I have an Excel with Email address of the recipient and the name of their signed file.So one person signs 100 docs. And then 100 people get an Email with their sign document, no other docs, and are not able to see other recipients.Thanks in advance Ute

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Newcomer
C
Newcomer
CEWNewcomer
asked in eSignature
End User Training Videos

Is there any way to download user training videos to host on my company’s training server?

1016
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Community Moderator
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Newcomer
jperlstein16Newcomer
asked in eSignature
Setting an order including non-signing recipients

Hi there, I have a document I’d like to send to 3 parties as noted below:Party 1: signer Party 2: receives a copy Party 3: signsParty 3 CANNOT receive the document until party 2 reviews. What’s the best way to ensure that Party 2 controls exactly when Party 3 is ready to get the doc and sign in?Should I actually note Party 2 as a signer and just not put any place for them to sign / fill out?

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Community Moderator
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Newcomer
GSteinNewcomer
asked in eSignature
Bulk Send name missing

I used the DocuSign template to create the CSV file.  One of the fields,  Benefit Amount, populates but the Name field shows as an editable text box. I do not receive any errors. 

1344
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Community Moderator
S
Newcomer
sotheaNewcomer
asked in eSignature
Language from signer is not support

Language/font from signer is not support, it shows sth cannot read

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C
Community Moderator
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Newcomer
Lucy.SmithNewcomer
asked in eSignature
Bulk Send help needed!

Hi,I am having so much trouble trying to use the bulk send feature of my docusign account. I downloaded the sample CSV and then populated it with names and email addresses but when i come to attach it, it says the file is not supported or then it says i need to switch to the newer version. I am at the end of my teather with this as all i want to do is send one document to 30 + people and i am completely unable to make it work.  I am not tech minded which maybe the issue but the suport centre is not helping so thought i would try here, thank you for any advise or pointers!!!

642
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Community Moderator
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Newcomer
G MacDonaldNewcomer
asked in eSignature
Not seeing updated signatures

I have some documents that were sent out for signing.  When I check the status it says it’s still waiting for someone to sign but they have already signed it and has even moved on to the next signatory.  How can I get this updated so that I can see where it’s sitting?

642
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Community Moderator
W
Newcomer
willgproctorNewcomer
asked in eSignature
Assign fields to no one?

At the moment I have some documents which have fields I need to complete for my client. I don’t need to sign the document, but I need to be a recipient so that I can complete these fields. I can’t make the client the only recipient as then that means the fields are assigned to them and they can edit the information in the fields which is not what I need. Ideally I would like all of these fields to function like the prefilled fields where I can add information to the document but the recipients cannot then edit it. The trouble is that in order to use the prefilled fields they all need to be manually created which is really dumb. Why can’t we assign documents with fields to the prefilled category? Why do they have to be assigned to one of the recipients?  Every time I send this type of document I have to open the document after its sent and digitally sign it which is completely unneccesary as my only role is prefilling the information for the client to sign. 

1251
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Community Moderator
J
Newcomer
Joachim MohaleNewcomer
asked in eSignature
Wrong information captured and submitted.

I entered the incorrect postal address on the form and submitted it in error. How do I rectify the issue? 

772
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Community Moderator
T
Newcomer
tessabadraboNewcomer
asked in eSignature
On Someone's Else Level

I used to be able to see the pending envelopes on someone else’s level when I am cc’d on the document at the same level that they have been assigned as a signer and recently it changed. Is there a way to turn this feature back on? As far as I am aware I didn’t change anything on my end. 

348
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Community Moderator
H
Newcomer
HelenNewcomer
asked in eSignature
Cant fix docusign - Error 404

HiI use Google workspace. It seems that Dicusign has updated (symbol has changed) and since then the add-on doesn't work. After adding the recipients, I get the following message from Google in the new pop-up window:404. That’s an error.The requested URL /addon-link-not-allowlisted was not found on this server. That’s all we know.I have tried uninstalling docusign, clearing caches/cookies but nothing works. I get the same error message when using Chrome and Safari and across multiple devices. Please advise.ThanksHelen

9499
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Community Moderator
M
Newcomer
mcraunNewcomer
asked in eSignature
Turning off maestro workflow option from the start screen

I got the email about the changes coming tro the interface on May 22. I also see that the Maestro workflow is going to added as a option to the start page. Does anyone know that there will be a way or will there be way from a admin perspective to turn it off so our users to do not accidential click the workflow option? 

413
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Community Moderator
M
Newcomer
m3l001Newcomer
asked in eSignature
fixed approval/ corner sign flow

Can we set up a fixed approval/ corner sign flow so that nobody can change it? Thanks!

223
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Community Moderator
D
Newcomer
Don OliverNewcomer
asked in eSignature
Notifications

I have a user that is not receiving notifications to sign in the inbox of Docusign.  She says they are showing up in outlook, but she had to search for them. Im an admin for our place of business. I sent her a test form to sign about an hour ago and it hasnt show up yet.

452
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Community Moderator
D
Newcomer
Dimitri RNewcomer
asked in eSignature
Suspicious Docusign request email

Hello I received a docusign request that I wasnt expecting, and doesnt really doesnt describe what it is for. The email address it came from also looks odd. What domain do legitimate docusign requests typicaly have? The email I received was from an email address ending in @aij.or.jp . I’ve never seen an email address that ends in .jp, looking online it looks to be a country code for Japan. Is there someone at Docusign that I should forward the suspicious email to?

1771
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Rising Star
D
Newcomer
dssolo1Newcomer
asked in eSignature
Send 1 document to 3 people for signature

I am trying to send the same document to 3 people to sign.  when I get the fields, there are 3 different colors.  When I select continue, it says add fields for person #2 and #3.  I select that and nothing happens.  If I select continue, then person 2 and 3 have no fields. How do I get fields on everyone’s document? 

542
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Community Moderator
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Newcomer
lindsayhtNewcomer
asked in eSignature
Assigning signature only to another recipient

Is it possible to set up an envelope so that the recipient completes some fields and then assigns the signature element only to another recipient?E.g. you send to customer contact who completes some contact details and then assigns their manager to complete the signature?

262
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Community Moderator
F
Newcomer
FarayiNewcomer
asked in CLM
Completed and Signed envelops lost in transit

Hi ,  We receive a lot of envelops in CLM from e-signature, however, some of the completed and signed envelops dissapear in transit and we are sometimes not abe to retrieve them. Is there a log on what happens when envelops are sent from e-sginature. Thank You. Regards, Farayi

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F
Newcomer
F
Newcomer
FarayiNewcomer
asked in CLM
Delete Empty Foders

Hi Community, Is there a way to search empty/blank folders in CLM and create a rule to delete them. I wil be learning about WorkFlows next week but woud like to know if any of you have enounterd this issue.

460
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Newcomer

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