IAM Applications

We’re attempting to use a workflow to automate complex contracts, is it possible to have a direct signing session where BOTH the initiator of the workflow and the signer use the same device? We’re trying to avoid having the client have to open the envelope via their own email/device, we just want to use the same tablet that our sales rep is using thanks

Is there a way to search/filter Requests by a certain status, i.e., we have a status for attorney review for each of our attorneys. This status is used when a request is assigned to them for their review. Once their review is complete, the status is updated to a different status. What I am looking for is an option to search Requests that have been assigned to a specific attorney. Is this a possibility?

The legal users do not have Sender permission. However they would like to have access to the Agreement Manager - (formerly Navigator) repository. Is possible to give Agreement Manager - (formerly Navigator) access to a user with Viewer permission. 

I have tons of records in DS IAM and sometimes, when I am unable to find a record based on the name of the contract, I am unable to find the record based on the “requestor” or “submitter”.  Can you please fix it so that we can Search for a record based on the name and/or email of the “requestor” and “signatory” within DS IAM please?  Thanks! 

We would like to use your software recently purchased to use for signing doc’s for my company in Poland however the lawjer is not accepting docusign“Hi Andre,Here is a quote from our lawyer, Mr Romanowski:................................................What is this discussion about?The signature must be a qualified electronic signature (QES).(EU Regulation No 910/2014, eIDAS).Only such a signature is, under Polish law, equivalent to a handwritten signature on paper for all documents.(A standard electronic signature is not sufficient. For example, the Szafir system offers both a standard electronic signature and a qualified electronic signature (which is more expensive).It doesn’t matter which company provides the service. What matters is that it has an EU certificate….We’ll check whether the electronically submitted signature is ‘qualified’ on the Polish gov.pl server.   And that’s it............................To answer your question: I use a QES signature provided by MSzafir (EU-cert

Currently there is no way to determine the timing of when items are added to the Activity Feed; it only shows the date and then a listing of activity on that date. This is problematic for us from an audit and tracking perspective. Can the system add a timestamp?  Also, it also looks the Last Activity column in the Agreement Request Dashboard used to have a timestamp (based on screen shots in the Agreement Desk User Guide) and now it doesn’t (in my Developer account at least). Has this data point been removed entirely?![endif]-->!--[if> 

Hi Team,I have requirements where I have multiple templates. Template A, B, C … and so on. I have Template A which is static template & is always used for workflow, and Template B and C are conditionally selected on the basis of various conditions. End result will be like mentioned below:Template A & Template B or Template C [ Template B or C will be added to the last ] as per different condition  Template A & Template B & Template C [ Template B & C will be added to the last ] as per different condition  NOTE: I DON’T WANT TO CREATE MULTIPLE VERSION FOR THE ABOVE MENTIONED SCENARIOS, SINCE AGREEMENTS ARE SO HUGE AND HAVE SO MANY FIELDS TO MAP

Hello community/supportAfter installing: The DocuSign connector in Business Central A DocuSign license for certain users then users who do NOT have a DocuSign license suddenly see that the standard “Upload” or “Send for approval/signature” features become blocked or unavailable.?? Can someone provide a solution to fix this?Thank you

For various reasons we have to void envelopes and for various reasons we do not want the recipient to receive notification of the envelope being voided. The documentation says that a recipient who has not signed the document will not receive notification of the envelope being voided, however we have multiple customers who have not signed yet are getting notification of the voidingIs it possible to turn off these notifications

I work for a K-12 private school and we want to require both parents to sign our student handbook (for some grades, the student will sign, as well). My wonder is, what will happen if we use bulk send, but it is a single parent situation? The goal would be…Role 1: Parent 1Role 2: Parent 2Role 3: StudentWhat will happen if I try to bulk send but no one is listed for Role 2? I plan to make those fields optional instead of required, but will the bulk send even work if that information is missing on the CSV file? Would I have to send it to Parent 1 a second time?

Regarding the Standard Attributes available OOTB for IAM, I’m referencing the list in the Support Site Knowledge Articles linked below. Most of the Attributes contain notation that indicates, “* Included in all IAM plans with Agreement Manager - (formerly Navigator)”. However, this notation isn’t found on the Attributes within the ‘Payment Obligation Insights’ section. Based on the name, I suspect that these Attributes are only available with the IAM for Sales product, can you please confirm if my assessment is correct? I wasn’t able to confirm this information via Release Notes, DSU IAM Learning Plans, or Support Site Knowledge Articles. https://support.docusign.com/s/document-item?language=en_US&bundleId=pqz1702943441912&topicId=uwk1702945852405.html&_LANG=enus

We have some life sciences customers who have procurement Part11 modules. Since Part 11 requires signers to do identity verification, they purchased the Enterprise Pro edition and added the company SSO so that all signatories were added to their Docusign Account. Because of such customers, if they are recommended to move to IAM, the number of users is very exaggerated and the cost is unbearable. We've heard that there are also IAM unmanaged licenses that can be assigned to such users. Whether there is documentation for this piece, how to enabled, and how a license is assigned. Hopefully there will be more detailed steps that can be operated. it can be very valuable. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🌟The only DocuSign Partner globally with two Certified eSignature Technical Consultants🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024📊 DocuSign Community Leaderboard Top 5 contributor🚀 E

Bonjour,j’ai une énorme soucis, cela fait deux semaines que j’essaie de rentrer en contact avec docu sign et que personne ne me réponds.Je souhaite résilier mon abonnement et je vais au bout de la démarche cela me dit que c’est pris en compte et 2 minutes aprés je reçois un mail comme quoi il y a une erreur et que la démarche n’a pas été faite.J’ai les copies d’écran.Quelq’un peut m’aider ? 

Does IAM for Enterprise Core includes integration connector for Salesforce as part of plan?

There looks to be an omission in sandbox for IAM, which we have purchased as part of Enterprise IAM edition, for development of our own workflows to showcase IAM to our customers, partners and prospects.Standard Operating Procedure for us, as with generally accepted software practice, is to develop in a sandbox and then, once proven, migrate to production. This we have done historically with template development for esignature for example.It seems that the functionality to transfer is not available, forcing replication of a sandbox to production by manually keying configuration into a production environment.This is by no means straightforward when a multi step Workflow Builder (formerly Maestro) workflow has been developed...laborious and error prone.This will inevitably consume customers purchased production capacity as manual errors are corrected as testing continues in the production environment prior to signing off go live…Are we missing something?Can a Workflow Builder (formerly M

We have just signed up for an IAM for CX account. When we had a trial developer account I could add a dropdown to my template from the standard fields. Now that we have an IAM for CX account I don’t have as many options in the ‘Standard Fields’ section. Please can someone explain why or how I can get them?

I sent out a document for 2 signers to sign.  Even though they both got the envelope, only one had access to sign. What can I do to fix

Hello everbody, We use DocuSign for business purposes to our full satisfaction. To allow users and administrators to log in, we use SSO (Single Sign-On). However, our certificate has expired, and we can no longer log in to renew it.A ticket has been created with DocuSign, but unfortunately, we have not received a response, and we have been unable to operate for a week now.Is there anyone who can provide us with a backdoor or upload the new certificate? This would be extremely helpful for us.

Is the Docusign for Salesforce connector included in IAM for Sales

If I go through my set limit of 10 envelopes and need more is it possible to get more and if so how much?

Hi DocuSign community!I’m currently working on a responsive web design project and using DocuSign to handle approval workflows for design assets and mockups. However, I’m facing some challenges in efficiently managing the approval process for assets that need to be reviewed across different screen sizes (mobile, tablet, desktop).I’m looking for advice on how to streamline the approval process for responsive designs in DocuSign, especially when it comes to ensuring feedback and approvals are organized by device view or asset version. Sites like sincere mechanic seem to handle these workflows smoothly, and I’d love to hear how others are using DocuSign for managing approval tasks in a design project.Any tips or suggestions would be greatly appreciated!

I answered one of the security questions wrong it says to reset the envelopeHow do I do that?

Is there a way to have it send an email to someone in the company when a contract has 30 days before it expires? 

I believe IAM will help integrate all the apps in DocuSign, which will be important for the backbone of implementing AI  for DocuSign. Excited for this new change!