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Other Docusign Products

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257 Topics

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ChicgeekNewcomer

asked in Identify

ID Evidence with Liveness - copies of ID stored

We are currently testing ID Evidence in our DocuSign account. In order to allow this to be used across the organisation, our compliance team need a short summary around where the ID Evidence data is stored to ensure our privacy policy is up to date and to satisfy a few other requirements. From the documentation we can see that it says it is stored in 'the DocuSign service' and only the sender can access. However, I can't see anywhere that refers to what the 'DocuSign Service' store is other than (for us in Europe) it's a data centre in the EU. Can someone help me explain in layperson terms where the ID data is stored, in what format, and how security is guaranteed? I have raised a support call a few days ago but I’m just being directed to the support pages, which doesn’t give me what I need, and this is holding back my testing now.

1 month ago

MTDinDCNewcomer

asked in Notary

New York Notary for International Remote Session

Our parents are stuck in Portugal and need to have a new Durable Power of Attorney for Finances notarized by a commissioned New York State notary who is approved to do remote notarizations. (1) Does Docusign offer international notary services, and (2) can I request a commissioned NYS notary before my session?

1 month ago

Quy NguyenNewcomer

asked in Admin Tools

Reports timeframe

Hi everyone, I am viewing reports by months and was wondering if an envelope is sent out the previous month and it was completed this month. Would the report show it was completed for the previous month or the month it was completed? Thank you

1 month ago

MelGNewcomer

asked in Web Forms

Writeback form to Salesforce

We have a document that we want to convert to a web form that will allow our customersto fill in contact and account information and signatures for writeback into Salesforce. Sometimes these will be new contacts/accounts and sometimes they want to send a link to a prefilled form that the customer can edit. There are 2 contacts on the form who will each need to sign. Is this possible using DocuSign? We have the DocuSign Apps Launcher in Salesforce.

1 month ago

leighrossNewcomer

asked in Web Forms

Web form vs powerform

Is there a difference between a Web Form and a Powerform? I’m familiar with Powerforms, which I create from a Template. Ultimately, for this example, I don’t need signatures, just information - similar to a questionnaire. Does a web form make more sense?

1 month ago

joujouNewcomer

asked in Identify

LarryUNewcomer

asked in Admin Tools

How do I switch users from myself to a new user?

I’ve been wandering in Docusign wasteland for 45 minutes trying to find instructions on how to change my account from myself to the person who has purchased my company. She (understandably) would like her OWN name to show on Docusigns, and she is taking over the payment of the account. She also would like to retain the archived transaction files for the past many years. Can anyone help? I can’t find a way to contact Docusign. Thanks in advance.

1 month ago

DSMechanismNewcomer

asked in Admin Tools

Shared Access

How do I enable my settings to see envelopes and documents sent by other users? I’d like to see when they send a document, and when it is completed.

1 month ago

neethujkpTroubleshooter

asked in Identify

IDV EU Advanced with Liveness - Name Matching

While using IDV EU Advanced with Liveness, name matching is failing when we use National ID. To be specific, we use Emirates ID as the National ID for United Arab Emirates.Our National ID incorporates both the holder's full name and either the parent's or spouse's full name.To illustrate, if my full name is AAA BBB and my father's name is CCC DDD, then my ID would display as AAA BBB CCC DDD.Despite entering the precise name as indicated on the ID into DocuSign Recipient Name details, the matching process fails. Does anyone has insights into the underlying logic behind the ID name matching process?

1 month ago

MarcioNewcomer

asked in Payments

Reimbursement

I signed and paid a subscription to sign a document and it didn't work. what and how do I have to do to receive my refund.

2 months ago

aabuownNewcomer

asked in Admin Tools

Rename a document

how can I change a document name after completing it and keep it in the docusign list?

2 months ago

jYoCreatesNewcomer

asked in Web Forms

Using a Web Form where the template has Collaborate

I’ve created a web form with a signing order. When I initially made the template, there was an area that Signer #2 needed to be able to edit in case Signer #1 made a mistake. It looks like when Signer #2 made edits, it tried to push the DocuSign back to Signer #1 but there’s no way for them to go in and approve the changes. Am I trying to do something that’s not supported or is there a way to make that work?

2 months ago

MelissaCNewcomer

asked in Mobile

Push Notifications on IPhone

DocuSign iphone push notifications not showing up though turned on in settings

2 months ago

andreafrost78Newcomer

asked in Notary

Notary Public HELP!

I have two documents that my sister in law needs to sign and notarize. She lives in Mexico so she can’t just go to a notary.Is there a way I can find a notary here who I can schedule a meeting between SIL and notary to get these documents executed?I’m on a hard deadline as I can’t proceed with filing taxes on this issue until these papers are filed with the court and tax day is fast approaching.Thank you

2 months ago

yongmeizNewcomer

asked in Payments

cancel renew

I just renew my account ,and paid on Feb.17,total $339.To:Yongmei Zhang But I check my credit account, that shows as follows:“ FEB 17, 2024 $469.47 “ I require to cancel this renew. As I just find that I have another DocuSign account which will renew in June . Please help to process this cancellation ,refund my payment asap. Thank You! (post edited due to personal information)

2 months ago

blloydNewcomer

asked in Admin Tools

Document Retention - Purge - Notifications

Hello, I recently set up (under document retention) that all sent envelopes be purged after 30 days. After doing so, all my company’s employees and even customer’s recieved notice that envelopes they are associated with will be purged. How can I stop these notifications from happening system wide? Is there a way I can do so as the administrator for my company’s DocuSign account?Any feedback would be greatly appreciated! Many Thx.

2 months ago

Eric senéterreNewcomer

asked in Payments

billing issues

hello, Invoices do not show any currency. is it possible du get it in €? thank you.

2 months ago

TeeNewcomer

asked in Admin Tools

Recurirng subscription charges in error

I continue to be charged AUD23.10 effective the 1st of every month for at least the last 3 months. I checked my account today and could see charge for the last couple of months. When I tried logging in to see if I still had an account, I received the attached email from Docusign confirming to me today that I don’t have an account. I’ve also attached a screenshot of what I have been charged by DocuSign based on my recent bank statement. How can this be addressed so that I get my refund and get a confirmation from DocuSign that they will stop charging me in error ?

2 months ago

mpearsonNewcomer

asked in Web Forms

Enabling KBA on Webforms

Hello,I am testing out the webform abilities and I am trying to set up the KBA on certain envelopes, but it does not seem to be working. Can someone please point me in the direction of how to enable it? Steps I am following: From the webform building area, go to elipses > edit template settings Enable KBA on the sender Save and activate the webform From the success message of the activation, open the form. It goes straight into the welcome, no KBA presented before entering the form as expected like the esignature.

2 months ago

Community UserLegacy User

asked in Admin Tools

Is there a way to bulk download all signed forms that have been completed?

2 months ago

gtarayreNewcomer

asked in Web Forms

webform: dynamically CC using URL parameter for email address

HelloWe would like to share a dynamic link for a customer form that our Sales team would all be using.in order to have the same link for eveyone, we tried to create a webform with an url parameter for the email address which each sales person would have to customize. that way, when they send the URL link to clients they would receive the form once signed by client using the CC role.=> is it possible to populate a role email from the URL parameter of a webform?example: sales person John Doe would always use this URL to share with his clients:https://demo.services.docusign.net/webforms-ux/v1.0/forms/1234#salesperson_email=johndoe@test.com

2 months ago

PMCC-2024Newcomer

asked in Admin Tools

No "add User" button on screen. I am the admin on the account

When I go to add user there is no option to add a user, and there is no button to add a user. the only button I see is one to add another seat.

2 months ago

vrbovev1Newcomer

asked in Web Forms

The current version of CV template.

I need to find the current version of CV template. Many thanks in advance.

2 months ago

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