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Platform Services

Have questions about Docusign Platform Services? You’re in the right place.

390 Topics
M
Newcomer
MaryLou08Newcomer
asked in Docusign Admin
Help to unsubscribe

Hi there! How can I unsubscribe? I'm told that I have to go through "utente" but I can't access it. Every time, I have to give my email + password and I go around in circles... Please help me to resolve!

20
M
Newcomer
12 hours ago
O
Newcomer
Outa HereNewcomer
asked in Data Verification
Signers

The Creator of my contract who is to sign, did not have a button for him to sign, and he has no signature on the document. Is the contract valid? 

41
O
Newcomer
1 day ago
R
Newcomer
roxhoffNewcomer
asked in Docusign Admin
Signatory sees black box in their signature block

When one of several signatories tries to sign, he reports that the signature area is black. The document looks fine and no other signatory is reporting the same issue.Any ideas?

134
R
Newcomer
1 day ago
M
Newcomer
mconquestNewcomer
asked in Docusign Admin
Enable fax delivery?

Do I need a Business or higher pricing Plan to be able to Enable fax delivery?

30
M
Newcomer
1 day ago
S
Newcomer
Sara VNewcomer
asked in Docusign Admin
Custom fields not visible to admin (goal: to create hyperlink)

We want to insert a hyperlink into our document which forwards the reader to our general terms and conditions. I found the manual on Docusign on how to add a hyperlink by creating a custom fields. We were logged in as Admin, but our menu was different and ‘custom fields’ was not available. Is creating a custom field only available to certain accounts? And if it's not an option for us, does anyone know  how to add a hyperlink via a text field? I did a few attempts, but without any luck. Thanks in advance!

61
S
Newcomer
1 day ago
V
Newcomer
VinoNewcomer
asked in Docusign Admin
Move from One domain to another domain because of Company change

Hi TeamOur company was recently established as a spin-off from another organization. All of our DocuSign user email addresses currently use the @OldCompany.com domain, and we need to update them to @newcompany.com.We have not yet created an Organization or claimed the @OldCompany domain. Is it possible to use the Bulk User Edit option to update the email addresses? Additionally, we need to ensure that all documents sent from @OldCompany.com remain accessible under @newcompany.com.Could someone provide guidance on the steps we should take to achieve this?ThanksVino

51
V
Newcomer
1 day ago
C
Observer
CCMRObserver
asked in Docusign Admin
Does support ever handle open tickets????

I opened a billing ticket for being overbilled and cannot get anyone at docusign to update the ticket or call me as requested multiple times!  Does their support even exist anymore?  Do I have to cancel my account? 

41
C
Observer
2 days ago
M
Observer
MCAPObserver
asked in Docusign Admin
NEW Form completed - generic

HI How do I get the NEW DOCUSIGN COMPLETED title changed when it comes through the agreements tab - its very confusing as all the submissions I make are listed with generic title NEW PROBITY CHECK so cant identify the file at a glance without actually having to view the doc to identify which it is. 

101
M
Observer
3 days ago
B
Observer
BrightBioObserver
asked in Docusign Admin
Retrieve a signed enveloped

I have docusigned an agreement upon invitation of the counterparty. I have a partial pdf with the DocuSign Envelope ID, can I use this ID to retrieve the entire document?Thank you 

51
B
Observer
3 days ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can I add recipients to a document that is already been sent out for signing

So I sent a document out for signing 3 of the recipients signed it however I need to add people to this document is this possible

7433
C
Docusign Employee
4 days ago
A
Newcomer
argriggs2Newcomer
asked in Docusign Admin
Signee #1 completed signing the form, but signer #2 says they dont have the email alert. Can I just resend the original link?

Signee #1 completed signing the form, but signer #2 says they don’t have the email alert. Can I just resend the original link?

41
A
Newcomer
4 days ago
D
Newcomer
Dana L DNewcomer
asked in Docusign Admin
Is there a way to get onto specific servers? (NA3 to NA4)

I have been struggling with this for a while, and DocuSign was able to explain my problem but not how to fix it. I’m on the NA3 server, with the Shared Access feature turned on. The intent is that I review documents for my boss by opening her DS envelopes from Shared Access, running a quick comparison on them, and telling her “okay good to sign.”If a document is sent on NA4 though, I can’t access it. Unfortunately, it seems like a good portion of the documents are sent from NA4 accounts. Is there a way to move my NA3 account to the NA4 server? Or a way to guarantee someone else’s account will be on NA4?

183
D
Newcomer
5 days ago
R
Observer
RMK96712Observer
asked in Docusign Admin
Radio Buttons turn red with a jagged outline and won't allow submission of completed envelope.

Our organization just released updated envelopes for intakes.  We’re receiving calls from clients stating that they’ll reach the questionnaire page with radio boxes being used in a “on the scale of 1-5” manner, and not being able to complete the whole document without Docusign returning them back to this questionnaire page.  Each question has their own group of 5 radio boxes.  When they reach the end and attempt to submit, it brings them back to this particular questionnaire page where the very first question (line 1) will have all the radio boxes lined with a jagged red outline. So far, we’ve gotten 4 different clients who have reported the same exact issue.  The work-around I managed to find was instructing them to make another choice in that group of radio boxes, and then changing back to their original number choice.  So far, that’s been successful in bypassing that nuisance, but I wanted to know if there’s another way at troubleshooting this.  All I’ve done thus far is delete that

61
R
Observer
5 days ago
A
Observer
Aaron WiseObserver
asked in Docusign Admin
SSO - Demo Organization/Account

I’m getting ready to impliment SSO and they mention a demo organization.  I can’t figure out how to create a demo organization that is linked to my real organization.  I want to link our domian and SSO (Azure) only once. 

71
A
Observer
8 days ago
M
Observer
Michalina LiszewskaObserver
asked in Docusign Admin
Addidng user problem

Hello!I’ve tried several time adding a new user IZabela Gortat, but everytime she receives an invitation and accesses with the access code there is such a notification:Could you please help me with this issue? Kind regardsMichalina

111
M
Observer
8 days ago
K
Newcomer
KikiNewcomer
asked in Docusign Admin
Basic Plan

Doesn’t the basic plan include 5 envelopes per month? If so why is my plan saying I ran out of envelopes in the month of October when I haven’t used any yet?

43
K
Newcomer
9 days ago
K
Observer
kenslenkerObserver
asked in Data Verification
identify phishing in a legit Docusign document

We have received several emails over the last 2 weeks that are legit docusign emails but when you open the document there is a phishing link in the document.  How do we protect against this?

161
K
Observer
9 days ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do we close users freemium or trial accounts?

We have a number of users who have used their corporate email for freemium or trial accounts. We have turned on SSO but how can we go about closing these accounts (obviously after they remove any documents)? Can we contact DocuSign support to do this for us or is there another method?Thanks.

2093
C
Docusign Employee
10 days ago
A
Newcomer
AnnemieNewcomer
asked in Docusign Admin
signature versus name

Why is it that documents are sometimes signed with my name and sometimes with my signature? I’m the recipient.

121
A
Newcomer
10 days ago
Tara_OLS
Newcomer
Tara_OLSNewcomer
asked in Docusign Admin
Adding Users - but they not able to see what I need them to see

Dear All, I hope you can assist, I am trying to give a user access so that they can open, receive and download signed documents within Docusign - however, all they can see if my signed documents but cannot see all staff. Have I missed something in the process? This individual does not need full access to upload or send out forms - just view, edit, possibly sign and download.Please advise?Thank you@Tara_OLS 

275
Tara_OLS
Newcomer
10 days ago
V
Newcomer
viharshahNewcomer
asked in Docusign App Center
Docusign for affceonter

I want to use Functionality of signature from App in Dynamics 365 in custom entity. Can you guys please reply asap.I have installed Docusign app but I can not select the custom entity to use

345
V
Newcomer
12 days ago
J
Observer
Jennifer KnightObserver
asked in Docusign Admin
Sharing Envelopes

I am trying to figure out how to share envelopes in my account. I have 4 users and have paid for 6 seats. (60 envelopes) - how can I make it to where all users can use all of the envelopes? 

91
J
Observer
12 days ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
What does this mean? "Each recipient must have an authentication type specified." I have never had this come up before. How do I get rid of it?

What does this mean? "Each recipient must have an authentication type specified." I have never had this come up before. How do I get rid of it?

4939
C
Docusign Employee
12 days ago
M
Newcomer
melVNewcomer
asked in Docusign Admin
Contact number for Support in Australia

Hi Docusign Community,There has been an ongoing issue with my account and I need to discuss this with someone. The 1800 255 982 number for support in Australia no longer works and my account wont allow me to ‘open a case’. Any help would be appreciated. Thanks

111
M
Newcomer
12 days ago
S
Newcomer
SachaRNewcomer
asked in Docusign Admin
Issue with shared access viewing by user gave access to

Hi everyone - has anyone got any pointers on this issue i have. I as an admin - did shared access from one user account - adding in the secretary of the directory on the shared access area of the system.  However when the secretary logs into her docusign she cannot see any of the envelopes. Despite her being named in the directors profile as a shared access. I chose the option for Allow to send on behalf of XXXXXXXXXXX in setting it up and have also removed and tried the option Allow to manage on behalf of XXXXXXXXXXXXX however with neither option does the secretary have the visibility of the envelopes of the profile I chose the share access with others.Have I missed something? Any advice would be great. thanks in advance.

562
S
Newcomer
12 days ago

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