Help Forums

Does DocuSign have the capabilities to e-sign the primary borrower in the office on a signature pad and DocuSign through an email for the comaker? So signing partially in the office and partially via email.

I cant't see how I can add my signature 1st, for others to sign in their allocated places.Help required please!

I have checked and the e-mail address used is the correct one. I have however recently changed the main e-mail address in the DocuSign account (to the one the document is now sent to)... Instead of the document opening in the account, a "standalone" page opens where I can sign the document but don't have access to it again.

How do I open Rooms on an iPhone? The option ‘switch to rooms’ doesn’t work.

A witness has put their name instead of their address on a document so it is incorrect, how do we correct this, can the witness re-access the document and do it again or do we need to resend the whole document for everyone to sign again.

On the landing page for the website, I don't have the "Upload a document" (or whatever the wording is) window pop up despite being logged in via my company landing page. And if I try to assign something for signing using the "Approvals" app on Teams, every time I add a file and press "prepare" it just says "Something went wrong. Wait a bit, then try again."Is this one I should be picking up with our IT team - perhaps a permissions thing? Just thought I'd ask here first in case it jumps out at someone as a known issue.many thanksMatt

My client input the wrong name when he was signing documents, and now it prefills. How do I help him change his signing name?

I have no idea how to download in bulk so I have to download more than 100 contracts one by one.Please help me !

How do I resend a document to one signatory

I'm sending a lot of test envelopes which is using up the amount in my plan. Is there a way to test sending documents without using my plan amount? Thanks for any help!

I have a document with 9 signatories (all signatures are in a table). When I setup all the signatures I was able to verify that the signed dates and signature blocks are all lined up ( including my own) however after I signed the document I only see my signed date and other signatories don''t see that others have signed. To them the table looks blank. I have used the same process for setting up the esign except for 1 detail. I am now using Edge to do all of this. How do I fix my signature so that is now displays fix so that as others are signing they see that pervious signatories have signed ( this used to be how it displayed previously in docusign) thanks

How do I send a mobile text using docusign?

I set a form for esignature with SMS phone verification. It is a landline, not a cell number. How do I go back in and change SMS to Phone Verification?

Does anyone know how to enable internet links within a document in eSignature? Once we upload either a Word or PDF document, any links appear not to work (i.e., be "clickable"). But when the completed/signed document is downloaded, they function again.

The person I"m emailing needs to give access to someone else to sign. How can the recipient remove his name from the signature line and send to someone else to sign?

We recently had a bunch of email address changes. How do I update an email address that is auto populating in the add recipient section?

I need to create a template with placeholder recipients. The doc I will link to in a signup form, the signer will be different each time. When I upload the document it asks for recipients and does not give an option for placeholder. How do I create this? Am I in the right place? I go to Create a template, load the document and then this is the screen I get. Any help is appreciated!

This is a multipart question - If a signer has partially completed a document and signed it, but needs to edit some of the fields they completed, when I resend the document to them, can they see what they completed? Or, will they have to complete again?

Can you change the frequency of reminders or remove reminders after you send an envelope? Related - can you change the expiration date on an envelope you have sent?

When I first started using DocuSign a month ago the formatting options where present, but they've disappeared! Am I doing something wrong - or is this a glitch? Screenshot attached. Many thanks.

If an employee leaves the organisation, is there a way to assign/transfer ownership of their envelopes to someone else in the team?

I can't add my signature to a document. How do I do this?

I have a DocuSign template with three fields.Country Dropdown (with 30+ values)State Dropdown (to be shown only if the country selected value is "United States of America"State Text (to be shown if any other country value gets selected)I am not able to achieve this using the current conditional rule. Please let me know if there is a way to accomplish this in DocuSign. Thank you.

I would like specific signers/all on an envelope to receive notifications after each step of a document is complete. Is there a way to do this without having to CC them after each step? A general setting?For example: I set up my docusign in this orderSigner 1Signer 2Signer 3Signer 4CC1CC2and the notifications are as suchDocument Sent to Signer 1Signer 1, 2, 3 and 4, CC1, CC2 receive email notification Singer 1 SignsSigner 1, 2, 3 and 4, CC1, CC2 receive email notification Signer 2 Signs Signer 1, 2, 3 and 4, CC1, CC2 receive email notification Signer 3 SignsSigner 1, 2, 3 and 4, CC1, CC2 receive email notification Signer 4 SignsSigner 1, 2, 3 and 4, CC1, CC2 receive email notification

I am working in a shared user environment where forms are passed up and down through multiple different people. These forms require attention to detail, so mistakes, such as typos, are caught early in the chain of recipients. However, the permissions for some recipients is "Need to View", and they are currently unable to void documents and provide constructive comments. Is there any easy fix? I could not find anything in Settings and Preferences.