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9778 Topics
J
Newcomer
JPSNewcomer
asked in eSignature
Docusign signing my document with my sons name

I recently had to DocuSign some financial forms and when it came to add my signature, my son’s name was populated in the field and there was no way to get rid of it.  This has not happened before.  I went to my profile and deleted my existing signature, then created a custom signature, but his name was all that docusign wanted to sign my document with.  My son does not have an account with docusign.  I really have no idea how this occurred and how to rectify the situation.  Any advice would be appreciated.

342
A
Community Moderator
M
Newcomer
mmelbergNewcomer
asked in eSignature
Is DocuSign Down?

Is anyone else having issues with DocuSign not sending documents out for signature over the last 24 hours?

1782
A
Community Moderator
S
Newcomer
scottkNewcomer
asked in eSignature
Advanced options - Recipients can edit documents

I’m trying to route a simple .PDF for signature and comment.I have selected the option in ‘Advanced Options’ Recipients can edit documents.When trying to send the envelope, I receive the following error. This envelope cannot be sent because it was already digitally signed, and is not in a valid state to resend. The envelope is new, the PDF has no digital signatures, simple text. I want to have the ability for approvers to markup the document, but can’t get it to send.  What is the solution.

1966
C
Community Moderator
R
Newcomer
Ridar1Newcomer
asked in eSignature
How do I change a default email address associated with frequent signers?

I have a group of Shareholders I need signatures from and some of them change their email addresses. When I set up an envelope for signing and enter their name, the auto-fill email which defaults needs to be changed to ensure these individuals receive the related document.How do I change this default email that auto-populates when adding names??Thanks in advance!

2705
C
Community Moderator
M
Newcomer
md1Newcomer
asked in Other
Third party app integration envelope usage

Hi, I have integrated an application with DocuSign using the Apps and Integration keys in DocuSign, everything is working however when I promoted the app to Production it required an Admin to login and approve it but now the envelopes sent via the app are being allocated to the admin login whereas I had created the app under a service account and had hoped the envelope usage would be allocated to this account.  Is there any way to accomplish this?

14510
C
Community Moderator
A
Newcomer
awashburnNewcomer
asked in eSignature
Remove access for signers to void envelope

Can I remove the void option for signers? 

1422
C
Community Moderator
H
Newcomer
Hchambers18050221Newcomer
asked in eSignature
KBA Issue

I sent a KBA envelope and the certificate does not say it was KBA authenticated.  If a person has a DocuSign account can they bypass a KBA authentication on an envelope?

762
C
Community Moderator
E
Newcomer
EmeldaNewcomer
asked in eSignature
Sending envelope to recipient to only open but not sign

Hi, I’m hoping someone can assist me with a module.  I’m being asked whether “receives a copy”, “needs to verify”, “needs to review”, or “needs to initial” would be the correct option to allow a recipient to be required to open but not sign a document.  From what I am reading, the option to receive a copy just provides a carbon copy, but the recipient can decide not to open it, so it is not required.  Needs to verify from what I have researched is for authentication purposes.  Needs to review requires you to both view and sign a document.  Needs to initial would require you to open the document and place initials, which is akin to signing.  I told my instructor that none of these answers is correct, as the correct answer in my opinion should be “needs to view” but I’m being told that I am wrong and the answer is one of these 4 options.  Can someone assist me and explain why that is the correct answer?

4512
C
Community Moderator
R
Newcomer
ritikaNewcomer
posted in Web Forms
Initially when i have login i was able to create web forms now i am not able to see them why ?

I am not able to see webforms now  in my account 

382
C
Community Moderator
S
Newcomer
Stewart YUANNewcomer
asked in eSignature
sending envelops

how can I send envelops 

182
C
Community Moderator
L
Newcomer
Lisa CaseyNewcomer
asked in eSignature
Distro Email to replace personal email

 Can DocuSign recognize individual logins even when we are utilizing a distro email?  I would like to update the senders email to be a distro email in place of my personal email so that all responses go to the distro. Is this possible? 

333
C
Community Moderator
A
Newcomer
Angeline CHEANGNewcomer
asked in eSignature
Signing Groups Costing

Sending a document to a Signing Group of 5 people which anyone of the 5 people can sign, is that considered as 5 envelopes cost or just 1 envelope cost?

1034
C
Community Moderator
S
Newcomer
SarahvNewcomer
asked in eSignature
Multiple DocuSign Logins

Hi there, we have a business account with DocuSign with Premier Support. We currently all log in to one account using one email address and password.  Then the notifications go to one general inbox. Are we able to have separate email addresses & logins for our docusign account instead, so the emails are sent directly to each user?

7383
C
Community Moderator
S
Newcomer
Steven.TruongNewcomer
asked in Salesforce
CLM not finding Salesforce Field

I created a new field in Salesforce on the CPQ Quote object, API field is ‘All_TD_Product_Codes__c’. It is a Long Text (15,000).  It is visible to all Profiles. I go to DocuSign CLM > Admin > Form > ‘Order Form’ >  Add Fields > Link to Saleforce field and search for ‘All’ but it does not show up. Help? 

1363
Derrick.Tran
Docusign Employee
J
Newcomer
Jorge.MacedaNewcomer
asked in eSignature
Customer signed twice in a field where his name was not required to sign

Hi team, The issue came up with an envelope sent to two recipients, the first one signed in all the required fields where his signs was supposed to be.However in a part of the document where his name is not there to sign he was able to sign. These are the replications steps:Envelope is sent to two different recipientsThe first person signs the envelope yesterday and for any reason he signs in a part of the document under his name and for any reason signs with his sign in the other recipient name.The second recipients signs the envelope today and she signs as usual not seeing under her name was signed by the other recipient.  I want to point out that this has been tried to be replicated with no failure as DocuSign is allowing ti sign in the required fields or the name you need to require to sign.Do you know how this could happen?Once the envelope was signed, can be this modified in order to remove the sign of the first recipient who was able to sign under his name and under the other re

1172
J
Newcomer
J
Newcomer
Justin.CNewcomer
asked in eSignature
Templates Not Saving

I’m running into a problem where my templates are not saving. I’m trying to put formulas into a contract to calculate number of nights and charges, but the template is not saving my work as I progress through it. I’ve tried various options with no luck, as it is stuck in its current place and will not accept further changes at the moment. I’ve also tried different browsers and started from scratch with no luck.

6946
A
Community Moderator
G
Newcomer
George K.Newcomer
asked in eSignature
Fraud from another user

I have a person who committed fraud and said he was someone else signing the documents. Can the police get help form docusign to locate who this came from? I would think the ID number at the top of the page would go back to where the signer came from, correct? How do the police contact dousign? 

572
A
Community Moderator
A
Newcomer
argriggs2Newcomer
asked in eSignature
How do I make a optional text box that is populated trigger an associated text box to become required?

I have two required text boxes, student1 name and student1 grade.For the times when there is more than one student, I have two associated optional text boxes, student2 name and student2 Grade.If the first optional text box is populated [student2 name], how do I make sure the associated text box [student2 grade] becomes required.?

1303
A
Community Moderator
B
Newcomer
BarbaritaNewcomer
asked in eSignature
Which subscription should I choose to use in my company?

Hello! I have some question about how to use this service better:Can you please advise on the best subscription for a company if we want the document to go through the auditors before signing and they will give the approval for the director to sign at the end of the chain? is it possible to set up the chain so that the signatory does not receive all the notifications, but only the last signature request and it will show that the previous persons gave approval for the signature? Question about signing documents with counterparties. Is it possible to add companies we work with to our profile for more convenient discussion, signing and correction of documents? Is there a possibility to use a standard template and send it to agents for signing and making corrections to the document, for example, to add the company details?

2002
A
Community Moderator
E
Newcomer
Ed StewartNewcomer
asked in eSignature
Re-send me my form please

Resend my form.  I mis-entered my code and now I am locked out. 

142
A
Community Moderator
J
Newcomer
JJP2121Newcomer
asked in eSignature
Do you exclude the Jr. and Sr. in the name? I have a document with both as signers?

  I have, example, Joe Public, Jr. and Joe Public, Sr. signing the document.  If I add those, will it not validate correctly?

1222
A
Community Moderator
N
Newcomer
Nicolas.RodriguezNewcomer
asked in eSignature
How do I...my signers stop receiving emails?

The signers to whom I have sent documents have let me know that they don’t want to receive a email copy as soon as the document has been completed.How do I ensure that the recipients do not receive an email copy when the entire signing process has already been completed?

4352
A
Community Moderator
V
Newcomer
venkatsfNewcomer
asked in Salesforce
DocuSign with Salesforce - Limitations

Hi Experts,We are planning to generate PDF documents for contracts in Salesforce. There is a limitation in salesforce that you can generate PDF only upto 2 MB size and also only 1000 requests per Org. Hence, we are unable to use Salesforce Omnistudio document generation. If we go with DocuSign solution, we will be able to accomplish the above requirements and what is the max size limit on the PDF and how many documents max we will be able to generate in an hour? Please let me know asap. https://help.salesforce.com/s/articleView?id=ind.doc_gen_client_side_server_side_docgen_compared_392343.htm&type=5 Size limit: The size limit of client-side generated documents is 10 MB starting Winter '22 release. For earlier releases, the size limit is 2 MB. Size limit: The size limit of server-side generated documents is 2 MB. You can submit up to 1000 requests per hour, per org.

5995
Derrick.Tran
Docusign Employee
R
Newcomer
rpatelNewcomer
asked in eSignature
Updating phone number to receive security code

How do we update the phone number to receive the security code? The old phone number is not active anymore. It seems like there is no other way to receive the code than SMS or Phone Call on old number.

145310
C
Community Moderator
B
Newcomer
BReinNewcomer
asked in eSignature
Unable to sign - blank document

I have run into an issue with a template I am testing, where I am unable to sign it at all, as well as other missing data on the page. There is no error message, but rather the document itself is coming up as if there are no fields assigned to places like the signature (see the second image below). The problem is that I have placed the fields there (see the first image below) and even removed and replaced them to make sure that wasn’t the problem. I can also confirm that the recipient is correct for the fields. It’s almost as if the DocuSign system is just ignoring the fields are there at all. I have other templates that were set up the same way and they are still working as intended.  My question is, what is going on here and how can I get the document to work? Any assistance would be greatly appreciated.   

4228
B
Newcomer

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