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9771 Topics
E
Newcomer
eschmidtNewcomer
asked in Rooms
Room access

I was invited to a room by the agent to access documents signed by the buyers, but I'm not able to access any information in the room. I have tried my login information each time it asks me to sign in, but after I submit my password, it just refreshes and starts the login process over. I cleared my cache and that still didn’t seem to help. The agent has tried to resend the invite, but it is still the same issue. 

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Community Moderator
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Newcomer
ricauri1Newcomer
asked in eSignature
Envelope Search

I need to find an Envelope from about a year and a half ago. Is there a way to search for this?

762
C
Community Moderator
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Newcomer
hamedNewcomer
asked in Microsoft
IMPORTANT BLOCKER: Multiple instance of flow run for When an envelope status changes (Connect) (V3)

Hi,When an envelop signature is completed, we expect this flow to run only once, but it gets triggered many times (between 4 to 11 times our users reported).We have tried to create with different versions of connectors. V1 the same issue, V2 does not work at all, v3 the same issue. Could you please guide us if there is something we can do, or is it a problem with the trigger itself and needs to be updated by Microsoft/Docusign?ThanksBest regardsHamed

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C
Community Moderator
T
Newcomer
TianaMNewcomer
asked in eSignature
Signed documents before I had an account, how to add them to new account.

Hi,I have recently signed a heap of documents for building a house through DocuSign.The bank needs the digital certificates and said I should be able to log into my DocuSign account and download them.I had not created an account prior to signing any documents, so when I created an account with the same email address, there is nothing in the history or completed sections.I do not have the original emails from DocuSign,Can they be added without having to ask the builder to resend them all.Thanks,Tiana.

6742
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Community Moderator
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Newcomer
RonPickNewcomer
asked in eSignature
Access to signed documents

I e-signed two documents to send to Capital Communications Federal Credit Union.  I did not save copies for myself...can I access them without a paying fees? Ron Pick

442
N
Community Moderator
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in eSignature
Delegated Signing - Pending Envelopes

When configuring delegation with specified start and end dates, will all my pending documents be directed to the new delegated signatory, or only those sent within the specified start and end dates?

342
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Community Moderator
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Newcomer
LAGNewcomer
asked in eSignature
Separate signers

How do I send a document for signature by one signer, then send the document to another person who will then send the same document to another signer for signature. The documents seems to be locked after the first signature. 

1492
N
Community Moderator
K
New Voice
KManciniNew Voice
asked in eSignature
Adding a signatory to a document circulating and removing one

Hi, I’ve followed instructions on how to correct an envelope to add a signatory but I’m having some issues. Once I add the new signatory and click ‘correct’, nothing happens, I do see the ‘correcting banner’ but still nothing happens. I need to add another signatory and remove the one that I had there so I need to set up new boxes for where this person needs to sign. I was expecting to be able to go to the ‘standard fields’ and add new boxes to the new signatory. Do you know what step I might be missing? I was even able to move the new signatory into their place in the recipients. Thanks

912
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Community Moderator
A
Newcomer
amo0210Newcomer
asked in eSignature
Electronic Record and Signature Disclosure - ERSD

When signing a document, single signer (yourself) does the electronic record and signature disclosure have to be present in the combined PDF to ensure Part 11 compliance? 

1602
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Community Moderator
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Newcomer
bulk send failNewcomer
asked in eSignature
could not find bulk send botton

I hve purchased BUSINESS PRO, but I could not find bulk send button in my account. I really make me sad.

372
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Community Moderator
C
Newcomer
CathyNewcomer
asked in eSignature
Duplicate Initials Field on all pages when preparing the document before sending envelop

He Dear community users,Reaching out to find support - I have a 3000 pages document to be initialized on all pages. How do I automatically add the Initials Field on all pages?Thanks for your helpCathy

4662
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Community Moderator
E
New Voice
etemkinNew Voice
asked in Salesforce
Documents from Salesforce Record are not auto attaching

Hi, I am setting up an Envelope Template and I have selected the checkbox “Attach documents from Salesforce record”. However, when I test this template out the files are not attaching from the ‘Notes & Attachments’ related list even though there is a record there.  

2753
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Community Moderator
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Newcomer
MPierreNewcomer
asked in eSignature
Specify Recipients

I want to send the below type of envelope but when I get to step 3 I run into a problem.  Your instructions say to click on the actions drop down list and select Specify Recipients. When I click on my actions drop down list I do not have a Specify Recipients option, I only have these options.  How do I add the Specify Recipients option to my actions drop down list?  This process would be so helpful to my team if we could get access to it. Thank you!

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Community Moderator
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Newcomer
Larry WileNewcomer
asked in eSignature
File Attachment Visibility

If I create a PowerForm that requires an attachment, are all subsequent signers able to view the attachment?

1691
Alexandre.Augusto
Docusign Employee
T
Newcomer
trevorgbrNewcomer
asked in eSignature
As a sender, I need all signers to use a signature image. Some signers are able to do this, but others have told me they do not have the option to use a signature image.

I am a sender. I need five signers to each use their uploaded signature image to sign the document. Three of the signers are able to do this without an issue. The other two signers have each informed me that they do not have the option to use a signature image. One of these individuals even stated that they normally have this option, but for some reason, they were not able to use an image on the document I sent. Why are the five signers receiving different signing experiences/options? How do I correct this going forward? I have many more documents that will all require uploaded signature images, with many different signers. I do not understand the variation. Thank you.

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Community Moderator
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Newcomer
LanaNewcomer
asked in eSignature
Setting up Signers for a Business

I am trying to send a document for signature and the client has a specific order they want things in.  How do I use the business name for the seller, but then add the owner’s name and title?  For instance, they want he signer and business name - business is Smith Jones, Inc., President Troy Karting and they would like the initial to be SJI.  How do I set that up? 

462
A
Community Moderator
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New Voice
Munish vedaNew Voice
asked in eSignature
Hello team, we are receiving this above email from DocuSign, but our SSO certificate in Sandbox and Production is valid up to 2026. Please,  can anyone know about this?

Hello team, we are receiving this above email from DocuSign, but our SSO certificate in Sandbox and Production is valid up to 2026. Please,  can anyone know about this?

1232
A
Community Moderator
Q
Newcomer
QA Med Device GuyNewcomer
asked in eSignature
Envelops not showing in Inbox or Action Required

I have a very interesting problem. Whenever someone assigns a task via DocuSign (i.e. sign something), I get an email notification, but it doesn’t show up in the website, in either my Inbox or Action Required. I only have a single DocuSign account associated with this work email. But this behavior is very strange…If I click email link, which opens the envelope that way, but then say "Finish Later", then it  suddenly appears in my Inbox and Action Required. If I send my own envelope that I have to sign, it appears in my Inbox and Action Required. If I just get CC'd on an envelope (no signature required by me), it shows up in my Inbox.

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C
Community Moderator
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Newcomer
Realtor.NickNewcomer
asked in eSignature
Signing Priority

If there are multiple signers (i.e husband & wife, 3 adults buying a home together), will everyone receive the email notification to e-sign all at the same time? Or can you assign a signing priority/sequence? Thanks. 

1523
C
Community Moderator
C
Newcomer
CarlaNewcomer
asked in Payments
Ordering extra envelopes

Just completing first year with DocuSign. Received notice to purchase 100 additional envelopes and opened the link. Then realized we auto renew next week. It’s my first renewal, so I’m wondering if we get another 100 envelopes each year. And until I know for sure, not planning to order more. But now I’m getting notices that I started the order and need to complete it. I just want to cancel it but can’t figure out where. Questions of that nature make them think I want to cancel DocuSign altogether. 

5335
N
Community Moderator
M
Newcomer
MferchNewcomer
asked in eSignature
when does a second signer get notified of a DocuSign envelope?

Does The second signer of a DocuSign envelope get notified when envelope is initially sent or only after The first signer has signed?

2344
A
Community Moderator
E
Newcomer
eccmp112Newcomer
asked in Microsoft
Maximum number of Active custom connect configurations exceeded. - When an envelope status changes (Connect) (V3) - DocuSign

Hi Since last weekend my flow fails all the time due to problems with "When an envelope status changes (Connect) (V3)" stage as a trigger.The trigger does not pick up any envelopes sent from DocuSign and gives me this message all the time "Maximum number of Active custom connect configurations exceeded. Try disabling or removing existing custom configurations." I removed everything I could, checked my connections, there is not many and it still do not work. Everything was working fine last week and something happened over the weekend and cause this problem now.Please help.

3964
C
Community Moderator
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New Voice
Mario B.New Voice
asked in eSignature
Signature in another person's name

If I forward an e-mail from DocuSign with a request for a signature to another person, they can open the link and sign on my behalf. There is no identity check beforehand. How can this be prevented? Thank you.

4982
C
Community Moderator
K
Conversation Starter
KatrinConversation Starter
asked in eSignature
Number of recipients and their actions are unkown

Hello,our contract management has 2.000+ documents per year to be signed by our suppliers. Up to now we send all documents per letter. We would like to use DocuSign for this but there are some questions regarding unknown recipients.For each supplier we only know the first contact person. What we do NOT know in the following process is:if the first personen signs the document or not to how many unknown recipients this person has to forward the document and what the signing actions of those unknown persons will be: signing, just opening the document or forwarding it once again to another unknown number of signersHow can we solve this? It is not about the fact that we don´t know the names, it is about the unknown NUMBER of recipients and their ACTIONS.We are aware of the fact that this is a major process problem but our contract management can not ask every supplier about their signing order in advance.Many thanks for your replies!Katrin

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C
Community Moderator
L
Newcomer
lucyNewcomer
asked in eSignature
Recipient privileges

Recipient privileges - how to have signee only view their documents in envelope 

7293
C
Community Moderator

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