Platform Services

Hi,To simplify management of the accounts, I was thinking giving to the all clients DS Sender profiles instead of DS Viewer. Also I wanted to give all of them rights to create templates. I understand that all clients will be able to create envelopes with DS sender rights. Are there any security risks with this approach?Thank you

can I add an email address after I sent the document.( the recipient asked I send to different email)

sending a contract with indicated items to initial I click next but a notice pops up that says " to send, you must complete the 1 pre-fill fields with sender permissions." and never proceeds past this point. Where is the 1 pre-fill field located?

Someone declined to sign by accident. How do I reverse and resend?

We are an education company, and we are starting the classes face to face. We don't have the student's emails and because of COVID situation, we can't use a tablet at the door where everyone is touching it. They need to sign a COVID protocol before entering into the class. Thanks!

Receiving a missing option text error alert. Can't find the error. Please help.

When trying to send a document I receive an error message that reads: Missing option text. Enter text or delete option from drop down. I can't find the error anywhere!?!

I would like to cancel the signing order for a document that I have already sent. Is it possible ?

My email is currently connected to two different accounts. We have cancelled the subscription for one account but are not yet able to close the account permanently. I am not using that account anymore but when I login, I have to "Switch Account" each time in order to use the new account. How do I change the settings that my new account is the default account when I login?

DocuSign formula question. I want to create a formula field that is a simple formula for Today + 45 days AddDays(d1,n1) AddDays (Today, 45) I basically need contract sent date +45 days

do you know how to create a link in docusign so that we can send out the same agreement template?

I wanted to fill out some of the items (name, title, address) so my boss will just sign, but when I click on text box (unsure if this is best approach), the borders are highlighted although I clicked it to "read only", Is there a way to remove the borders

How do you add a date to DocuSign

It also says below that: Edit your template and bulk send list to remove the characters and retry. (I've tried to do this and I can't find anything wrong with this.) Any help is appreciated!

Hello, I would like to add the company's VAT number to the invoice that was already invoiced but didn't have this information. How can I do it? Thanks!

Can you see if someone has "opened up" the Docusign email.

We just started using conditional routing and I have to say, it's a game-changer. I am loving the increased simplicity for our signers, and the streamlining that's happened as a result....BUTIs there a way to create signing groups or to save the rules for reuse on different forms? I create multiple forms, and some of them have to go through the same approval groups. Example, we have a group of five users that are approvers for a lot of things. Each time I make a new form, I have to build the rules from scratch to call upon this same group of five users. Is there a way to do this already that I just don't know about?

Not sure what to do now..

I entered the wrong address and need to change on a specific recipient.

What does it mean when I receive an email saying my envelope has expired?

How do I get two individuals to sign the sign the same document? Need two sets of initials and two signatures.

The envelope is not accessible at this time. The envelope may have been recalled by the sender or require additional processing. Additionally, the recipient may have failed authentication. This what it show when he resend

Is it possible to enter multiple recipients and the document is completed as soon as only one of them has signed?

Hi Can you tell me how i Cancel my subscription i no longer wish to use the Docuisign . Kind regards 

Document has been sent out for signature but the customer hasn't signed yet and I need to make a change. There's no clear way to do this when I try to access the document.