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412 Topics
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Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Sending a document where the identity and number of signatures are unknown

We often have situations where the person we are dealing with day to day during the sales process will not sign the order and they often don't know their own internal processes or signature requirements. Using a paper order we would send this to our contact and they woud walk round the office to find the correct authorised signatory and may find that it needs signing by one, two or three people. Can the recipient add signature boxes and forward on to the right people once they have identified them? Thanks

554
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Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Please cancel my DocuSign account, no longer need it

Please cancel my DocuSign account, no longer need it

320
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Is there a way to load data to populate all the fields in a template?

HelloI have a fixed format contract that is always filled up with the clients' info on site.We collect the clients' info on a separate app that downloads it to an excel spreadsheet.When the admin department gets this info and collects the payment they will use docusing platform to pull up a template (which has the contract and all fields needed) and will start filling up the template manually with the info on the spreadsheet. After that, the envelope is sent for the clients and other parties to sign.My question is about filling up the template fields with the data (clients' info) that we already have on a spreadsheet, instead of having someone doing it manually directly on the template.We are very new to docusign, and haven't found info about this on the knowledge base.Thanks and regardsRaul

24610
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I download long documents from my email account the simplest way possible

How do I download long documents from my email account the simplest way possible

10
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Is it possible to send an envelope to someone to review and then once they approve it to sign it is then sent to the signer? If so, what are the steps to complete this task?

Is it possible to send an envelope to someone to review and then once they approve it to sign it is then sent to the signer? If so, what are the steps to complete this task?

2350
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can you report off of 'Correcting' Status on envelopes?

Is it possible to report off envelopes stuck in a correction? Sometimes senders forget to save changes or discard changes holding their envelope in a correct status.

40
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Knowledge Based Authentication

​Our call center will be sending out more documents using the Knowledge Based ID check to verify members before accessing their personal information on a document. I have seen that the number of questions cannot be controlled unless working with support. However, I sent a few test documents to the same user that went through the verification process and they saw the same questions by the 3rd document. Is there a way to add more verification questions? We are trying to determine how many chances we will give a member if they fail the ID check obefore making them come in physically to sign. If they are seeing the same questions over again, that is a red flag for us. What happens to the document if a member does fail the ID check? Thanks

590
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How does the signer change the timezone? It was not correct on their end. It is correct in my account. They don't have an account, how can they make sure it is correct when I send them a document to sign? Thank you

How does the signer change the timezone? It was not correct on their end. It is correct in my account. They don't have an account, how can they make sure it is correct when I send them a document to sign? Thank you

320
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How long are completed document kept in Docusign?

How long are completed document kept in Docusign?

270
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Hi! Is it possible to put our logo in the email received by the customer to sign?

Hi! Is it possible to put our logo in the email received by the customer to sign?

250
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can I remove a signer from the workflow after they have signed the document without deleting their signature?

We have issued several documents to supervisors and executive leaders for signature based on annual reviews. As the HR Payroll Administrator, I am the final signature as I update payroll if needed. We have determined that an editable piece of information should be removed from the document as it is no longer necessary. I am deleting that information and initialing but it is now sending it back to the beginning of the workflow for all supervisors to sign again.Is there any way to make the change, initial and then finish the document without it having to be resigned by the other 4-5 parties involved in the collaboration?

240
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
We are receiving an error message "The envelope allowance for the account has been exceeded." What does this mean?

We are receiving an error message "The envelope allowance for the account has been exceeded." What does this mean?

4760
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
What's the difference between sending an envelope and sending a document?

Apart from the obvious difference in the size of the signature.I would also like to know what exactly each of these two options is.Thank you

6500
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
When an envelope is sent to an external user (Signer) why are they being prompted to login to access the document first?

We send forms to clients (Signers) requesting information thru pre-meeting forms but when the individual clients (Signer) receive the envelope or email it appears they are initially being requested to login to access the document (but they have not set up a DocuSign account) and are indicating they don't have a password.

280
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Is there a way to allow a signer to edit their email address when signing the document?

We would like to make an email address editable to the signer. We would have the email field default to the signers email address but if a different email address should be used for invoicing we want to give the signer the ability to modify.

140
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
If i have multiple signers for an envelope, how does it look on their end when others need to sign as well?

Can the other signers see other signature lines but are just grayed out? Can they also see who else has signed the document or which signature is pending?Thank you so much for your time!

8690
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How ensure signers don't get completed documents.

How can I prevent any of the signers from receiving a copy of the completed document once all the signers have signed (essentially so I can hold them in escrow for a closing until payment is received), so I have the only fully signed copy. I unticked "attach documents to completion email" but my test runs show that recipient can still sign into their DocuSign accounts and get a fully signed copy. Is there a way to accomplish this? Thanks.

2570
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Hi, Is there a way to get a print-out or an excel spreadsheet of all of the fields that I built in a template with all of the corresponding data labels and tooltips? Thank you!

Hi, Is there a way to get a print-out or an excel spreadsheet of all of the fields that I built in a template with all of the corresponding data labels and tooltips? Thank you!

380
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
When saving a document to PDF, it is actually saving as a Word document. How do I fix this?

I've even tried printing to PDF and it saves as a Word document.

2720
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Is there a way to send the Property Condition Disclosure document to a seller so it can be filled out in DocuSign? Thank you.

Is there a way to send the Property Condition Disclosure document to a seller so it can be filled out in DocuSign? Thank you.

210
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can documents be pushed back to a previous signatory to complete sections that were filled in improperly?

Can documents be pushed back to a previous signatory to complete sections that were filled in improperly?

380
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I add lexis nexis authentication to a created template?

How do I add lexis nexis authentication to a created template?

360
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
how do i see if the person has viewed the document that needs to be signed?

how do i see if the person has viewed the document that needs to be signed?

8311
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do you give users access to create templates? I'm the admin for our account but I don't know how to add this permission

How do you give users access to create templates? I'm the admin for our account but I don't know how to add this permission

300
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I prevent each sent envelope's subject title from automatically beginning with "Please Docusign...?" It autofills this phrase every time and I can't sort out how to deselect this option.

How do I prevent each sent envelope's subject title from automatically beginning with "Please Docusign...?" It autofills this phrase every time and I can't sort out how to deselect this option.

220
C
Docusign Employee
5 years ago

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