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8311 Topics
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Docusign Employee
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asked in eSignature
How to send already signed document as an attachment directly from Docusign?

Process looks like this: I prepare document, sign it to prove that I've prepared it and I need it to send it to the client who doesn't use docusign. How can I send it as an downloadable file in attachment to the mail - visible as every other attachment in outlook?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
I'am a signer on the document, yet when it comes back to me for final signature, the signature boxes are not on the document and I have to add a signature text box. Why?

I'am a signer on the document, yet when it comes back to me for final signature, the signature boxes are not on the document and I have to add a signature text box. Why?

183
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Microsoft
Pull custom O365 Sharepoint fields into a document template

Hi I have a sharepoint list, that on a new entry fires a MS flow to send a Docusign Template out and pull into the template some of the sharepoint fields for that new row i added. I have managed to get it to pull through some dynamic content from my Sharepoint list, but not all. The fields that work are where i have setup signatures in the template. I created some custom fields in docusign and addeded these to template but i have not managed to get the MS flow action "Send Envelope with Template" to show / use custom fields. e.g. if i had a field called salary, i would like this to be pulled from my SP List. However as you can see it just shows signature fields in the attached despite having this placedholder added to the template

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
How to auto populate custom tags on a template.

As we know custom tags can be added on template through drag and drop on a template. But I want to make these custom tags to be auto populated for every use of a template, which means I want to add custom tags on template only for once and for the next time it should be automatically placed. I know it is possible but don't know how to achieve it. Any help is appreciated. Thank you.

630
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
I have not been able to see any of my activity in DocuSign for about six months. When I log in to DocuSign, it shows zero activity in the overview, which is wrong. What do I need to do to straighten this problem out and see my DocuSign activity?

I have not been able to see any of my activity in DocuSign for about six months. When I log in to DocuSign, it shows zero activity in the overview, which is wrong. What do I need to do to straighten this problem out and see my DocuSign activity? Mary

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
We sent a document to a member, the member did not complete the process, however, they kept receiving emails for the document. How can we stop the emails to our members?

We sent a document to a member, the member did not complete the process, however, they kept receiving emails for the document. How can we stop the emails to our members?

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I need 2 signatures at the same email address. One name is changing to the other in transit. See below. Help?

I need two signatures -- 2 different names but going to same email address. One of the names is "changing" in transit. Signer is not making this change -- the program is changing the name by the time it gets to the signer. I am entering "Jane B Smith" and "John A Smith" but "Jane B Smith" is changing to "John A Smith" by the time it gets to the signer. And the program is directly "Jane B Smith" to sign as "John A Smith". I have re-entered into and re-sent docs 4 times now and it continues to do this. Any advice?

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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
We have a stock reply private message we use and we copy and paste it each time. In the older version of DocuSign is there a way to assign that message to certain people so it automatically populates?

We have a stock reply private message we use and we copy and paste it each time. In the older version of DocuSign is there a way to assign that message to certain people so it automatically populates?

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I send a supplemental document for people to view and or approve but not sign?

I tried uplaoding the supplemental doc like my contract (as suggested in docusign video) but when I clicked on the 3 dots after I uploaded my supplemental there was not an option to make it supplemental. It just showing the supplemntal doc as part of the contract and not an attachement like I intended

580
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I change a document and put the correct documentation after I sent it

How can I change a document and put the correct documentation after I sent it

553
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How Do I Send a Completed DocuSign to a Third Party.

How Do I Send a Completed DocuSign to a Third Party.

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I delete a name that has been entered in for a doc u sign. Now the person wants his middle initial added to his name. So how do I remove the name without the initial?

How do I delete a name that has been entered in for a doc u sign. Now the person wants his middle initial added to his name. So how do I remove the name without the initial?

1590
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
I signed and returned (I think) a document to the sender. How do I know it was sent back to the sender?

I signed and returned (I think) a document to the sender. How do I know it was sent back to the sender?

1038
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I entered the wrong name for a signature. How do I change it?

The document requires two signatures and my signature is in the wrong spot on the document. How do I change it? I am signing from a web link.

4170
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I charge my singnature?

How do I charge my singnature?

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
The buyers have signed, the sellers have signed. I need to send back one more time to the buyers to sign and initial. How do I resend the same envelopes and indicate the new fields that have to be signed?

The buyers have signed, the sellers have signed. I need to send back one more time to the buyers to sign and initial. How do I resend the same envelopes and indicate the new fields that have to be signed?

207
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How do I find out who has been logging in to our account?

If I want to find out who has been logging in to our account for the past few weeks, how do I do that?

3010
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have a contract that is requiring the signatory to initial each page? What is the tag to make it so my Signatory can initial each page of the agreement? \i1\? Thank you!

I have a contract that is requiring the signatory to initial each page? What is the tag to make it so my Signatory can initial each page of the agreement? \\i1\\? Thank you!

270
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a way to get the signing link while sending to sign?

Is there a way to get the signing link instead of letting DocuSign send it to the emails that needs to sign? Just that, we want to customize the "Please review and sign the document" email, is there a way to customize that template? Thanks in advance.

1170
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible to import 10 different fields of data from a csv file into the text fieldfs I created on my template?

I have a csv file that has 37 different people with addresses, emails, phone number, typre of boat, lease date and etc that I would like to match to the text fields on contract template I have created. In reading from the knowledge base regarding bulk send, Docusign will only let me use a predetermined set of columns.

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I got a contract back signed by the Client and he also signed on the part where our company's director is supposed to sign. It won't let me correct it, so does that mean I have to cancel the whole thing, or can the client correct it on his end?

Or I need to know how to do myself if possible. I need help so I can get this contract completed. I cannot delete that second signature! It has our company personnel's name to be signed as the second signature already, but I guess he didn't pay any attention to it and signed it anyway. Can he correct it on his end???

483
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can I edit an existing template?

Can I edit an existing template?

270
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can I prevent DocuSign from sending all completed (signed) documents to just ONE recipient role in a template?

We have 4-5 signers reviewing and signing a document. One of them is an external party. After the external party signs, we don't want the entire envelope (which includes internal documents) to go to the external party. We don't actually need the external signed to get a copy at all. Is it possible to limit the completed copies that seem to get sent out automatically once the envelope is completely signed?

11400
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I am being told on the Bulk Upload, Replace Recipients - "An error occurred in uploading the CSV file. Verify the format is correct and retry." The file is in CSV format. I'm a Sender.

I am being told on the Bulk Upload, Replace Recipients - "An error occurred in uploading the CSV file. Verify the format is correct and retry." The file is in CSV format. I'm a Sender.

491
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Are all items that you DocuSign available for you to see or are there times that you may sign something but there is no record under "manage"?

Are all items that you DocuSign available for you to see or are there times that you may sign something but there is no record under "manage"?

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Docusign Employee

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