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9770 Topics
K
Newcomer
kcostelloNewcomer
asked in eSignature
Merging accounts with same email

I’m going to try my best to explain this. I have 2 DocuSign accounts with the same email address. One is my firm specific (but each user has their own account) account and the other is through Charles Schwab and allows us to send out paperwork. I myself can use the “Switch Profile” option to hop between accounts, but other within my firm do not have this option. I’m assuming this was something that happened when setting up both of their accounts and they possible did it a different way than others. Is there a way to merge both of these account accounts so they can now use “Switch Profile” to go between accounts?(I know that was confusing to explain so ask questions if it didn’t make sense).

2552
C
Community Moderator
D
Newcomer
DBeauchampNewcomer
asked in eSignature
Drawing feature

I do not see the Drawing feature in my Docusign.I would like to highlite areas of a document.

632
C
Community Moderator
C
Newcomer
CarlosNewcomer
asked in eSignature
Recipeint bulk signing a template sent in bulk

I have created a template that will be sent to hundreds of recipients.  However, the first recipient (the organization officer) needs to sign every envelope before the final recipient receives it.  is there a way to allow our office to sign all the envelopes sent in bulk?

302
C
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Is there a way to export 100+ completed docusign envelopes without manual process? I know of the box integration with docusign, but looking for a different way to retrieve these completed packets. Thanks.

Is there a way to export 100+ completed docusign envelopes without manual process? I know of the box integration with docusign, but looking for a different way to retrieve these completed packets. Thanks.

1144
Y
Newcomer
D
Newcomer
Dave MillsNewcomer
asked in eSignature
Merging

Hello all...brand new docusign user here and I am trying to figure out how to merge data from a spreadsheet to a template.  I don’t think I am using the correct language to search for the help I need so I thought I would try you guys.Thanks,Dave

4482
N
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in eSignature
We are currently signed up for 200 envelopes. I am looking to send one fillable document to 540 individuals, it is the same document to all recipients. Is this considered using 1 envelope or 540 envelopes?

We are currently signed up for 200 envelopes. I am looking to send one fillable document to 540 individuals, it is the same document to all recipients. Is this considered using 1 envelope or 540 envelopes?

1052
N
Newcomer
K
Newcomer
kenshiresNewcomer
asked in eSignature
envelope in correcting status?

In one place the system says “correcting”; in another it reads my envelope has corrected? 

3384
A
Community Moderator
C
Newcomer
CaroldeNewcomer
asked in eSignature
How to create a new access code

I am new to DS.  I have sent a document to someone for signature.  He was unable to sign it when I sent it, two days ago.  Now, the access code that I sent him has expired.  How do I generate another one to send him?  I can find no prompt that allows me to create a new code.  Any assistance would be greatly appreciated.  

852
A
Community Moderator
E
Newcomer
erinbethNewcomer
asked in eSignature
required documents

My company has many docs that are “required” to close out a room.  My branch does not “require” some of them.  How do I remove or change?

134
Tim Charbonneau
New Voice
A
Newcomer
Ansor-nNewcomer
asked in Payments
mistake in paying

Hello communityI made a mistake  in paying for sighning for signature autorization. Is it possible to become money back, because i did not want to pay for that.

474
N
Community Moderator
R
Newcomer
raizen.slaNewcomer
asked in eSignature
Report with all customers (signatories) and their type of signature, digital or electronic

How do I export a report of my organization's customers and the type of signature of these customers, whether it is a digital or electronic signature?

194
N
Community Moderator
Y
Newcomer
YvonneKNewcomer
asked in eSignature
Error message "The identity workflow already has a signature type specified"

Hi everyone, We use two QES variants in DocuSign: Live-Call and AI-Check. We use both variants in one document. Now we receive the error message "The identity workflow already has a signature type specified" when we want to trigger this.Can you please support?Many thanks,Yvonne

12973
N
Community Moderator
A
Newcomer
alawlessNewcomer
asked in eSignature
Do 2FA links have an expiry date?

I understand from the DocuSign website that the email links expire after 48 hours but clcking the link will redirect you to generate a new link.Is there a similar sort of process for the 2 factor authentication? Does this expire? Thanks 

1345
Vinicius.Rodrigues
Docusign Employee
Z
Newcomer
ZainNewcomer
asked in eSignature
Signature page is blurry.

Hi Guys,I have used the DocuSign app for over a year now and have problem with it. But today after I start new envelop and assigned the signers, I could not get access to the signature page. It was blurry, like it’s blocking. I checked if there is issue with the account, but the next bill is due after three days. Why I have this issue? I would appreciate if anyone knew how to fix it.Thanks

3693
Vinicius.Rodrigues
Docusign Employee
J
Newcomer
Julia 5500Newcomer
asked in eSignature
DocuSign Shared Access - Default Account

If I have access to a Shared Access Account, can I make that my default account when I login? 

212
N
Community Moderator
J
Newcomer
JoshGNewcomer
asked in eSignature
Uploading fillable PDFs to templates

When I upload a fillable PDF to templates, the fillable fields disappear when I then try to Bulk Send it. How do a upload a fillable PDF and keep all the fillable fields?

3702
N
Community Moderator
W
Newcomer
wmoranCORNewcomer
asked in eSignature
HELP - Template Multiple

I would like to be able to send a Docusign template to multiple people at the same time, without re-selecting the signature fields for each recipient.  I am specifically wanting to send out our employee handbook to all of our employees, individually and independently, and have them read and sign acknowledging receipt of the handbook.  I want to send it out to everyone at the same time and not have to reselect fields for every person.Is this possible and how can I get this done ?Thank you in advance for your help​​​​​​

283
N
Community Moderator
F
Newcomer
FrankNewcomer
asked in Docusign Admin
Out of office

Hi, my colleague will be out of office next month. How can we make sure I can manage her incoming signed quotes and pick them up from her DocuSign account? Thx,Frank 

582
N
Community Moderator
J
Newcomer
JM EMPREENDIMENTOSNewcomer
asked in Payments
CNPJ

Good morning, I need the CNPJ from the company docusign to register with the finance company, can you please pass it on to me? Bom dia, preciso do CNPJ da empresa docusign para cadastro no financeiro, podem me passar por favor?

1912
N
Community Moderator
K
New Voice
KennethNew Voice
asked in eSignature
Personalize bulk send

HiCan I use the bulk send feature to send a document to a list of recipients and also personalise it like you would using mail merge, e.g. Dear <title> <surname>?Thanks. Kenenth

602
N
Community Moderator
D
Newcomer
daf1973Newcomer
asked in eSignature
5 signers - 1 is out of the country

xx

452
N
Community Moderator
H
Newcomer
HannahPNewcomer
asked in eSignature
Downgrading Account - Will I still have access to documents?

I currently have a Business Pro account and am planning on downgrading to the free account before my membership renews. However, I have a lot of documents that I’ve sent and I’m wondering if I’ll lose access to them when I downgrade? Or will I still have access to those? Thanks!

1262
N
Community Moderator
M
Newcomer
marvinandgloriasmithNewcomer
asked in eSignature
No Attachment Field

Hi, why is the attachment field not appearing in my standard field in DocuSign?

4053
N
Community Moderator
L
Newcomer
llimaNewcomer
asked in eSignature
Is it possible to download all the signatures together from a powerform?

Hi everyone. I'm using a Powerform as an attendance sheet and I can't close it to have all the signatures on the template. I've created a template for people to sign and I thought I could download the template with the signatures at the end, but I can only download a csv document.Is it possible to download just a document with the signatures or isn't it possible at all? I remember that it could be possible (at least trying to print it - but I can only print one envelope at a time)  Thank you! 

514
N
Community Moderator
C
Newcomer
ChrisBearNewcomer
asked in eSignature
Help with account problem

I have the same email for 2 accounts. One is a personal account and the other a company account. Documentation says I should be able to swap between accounts, but I do not have this option.I am struggling to get any meaningful support on this. The bot is not helpful and no advisors are ever available to talk to. I can’t find an email address to send to either.Any suggestions for how to find a contact to try and get this resolved.

1552
N
Community Moderator

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