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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

19 days ago

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Have Docusign Rooms questions? Find answers here!

53 Topics
221 Replies

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53 Topics

PatrickVNewcomer

How does one get support when there is no NEW CASE option under MANAGE CASES?

173

3 days ago

jodydeeNewcomer

asked in Rooms

Remove myself from previous Brokerage

How can I remove myself from the previous brokerage. The office is closing and we haven’t had DocuSign rooms for over a year. My new office uses DocuSign rooms and can’t add me because my e-mail is still connected to the other office.

BrunoNewcomer

I have an admin profile at the company I work for. However, I am unable to change folders for already signed documents (this option does not appear for me). However, the company's other admin profile can.Any thoughts about it??

272

2 months ago

Gasher17Newcomer

asked in Rooms

Please provide voided document retrieval process, or search and view all

Please provide voided document retrieval process, or search and view all.

354

2 months ago

ValeriePNewcomer

asked in Rooms

Electronic Record and Signature Disclosure in Certificate of Completion

Is this document NOT made a part of the Certificate of Completion? Sometimes I get the Certificate of Completion that has it attached and sometimes it’s not attached. Trying to determine when it is or isn’t supposed to be included.

927

2 months ago

Andrew_PNewcomer

asked in Rooms

Docusign Rooms - Cant login (endless email/pass loop)

I am trying to switch into Docusign Rooms. Im already logged in. Goto my name upper right (click) then click on “switch to rooms” I get routed to login again. enter email...then system requests password...<enter>Then asks me for my email again. Then it just continues this loop. Anyone experience this before?

kristytNewcomer

I previously used Docusign with my former real estate brokerage firm, I switched firms recently so have a new email address. When trying to open rooms like I always have I’m told I need to set up my room, when I try I’m told that option is no longer available. Im not tech savvy and need very basic guidance on how to access a room to begin a new real estate transaction, and formerly my state forms would automatically populate for me to choose from. HELP, I have no idea what I’m doing, other then I know how to manuevar the docusign site, but I can’t seem to get beyond the basic steps! thank you!

132

3 months ago

monicaclaytonkwNewcomer

asked in Rooms

rooms

It seems Rooms has disappeared from my drop down. I tried rooms.docusign.com and I get Page not found, Looks like the content no longer exists. Can anyone help me please

402

3 months ago

SBoylesNewcomer

asked in Rooms

Error calling 3rd party message

When I click on the pen icon, then select recipient roles, to then create an envelope to place signing fields, I receive an error message stating “Error calling 3rd party”. HELP! Icannot go any further... Steve BoylesKeller Williams Real Estate

683

3 months ago

rpmacaisaNewcomer

asked in Rooms

Disable Single-Sign On after Paid plan expired

We do have a paid plan before and using Single-SIgn on with Azure. We did not renew our subscription, now what is happening is that we cannot sign anything or login using our company address as it is still using the single sign-on with Azure and the certificate expired. To renew it or fix it, we need to skip single-sign on. But how to skip it, we don’t know. We are having a hard time also contacting the sales team of Docusign as they are not replying to our email.Hope someone from the community can hep us on our issues we are facing right now.

HUSNewcomer

After using Docusign for years I had to terminate due to cost reduction measures within my company. The subscription renewed on 8/19/24. I contacted Docusign support on 8/19/24 and requested the account be closed and issue a refund. The online video about canceling the account and issuing a refund stated exactly how to accomplish this and I followed the instructions step by step. I received a note from support and was told I could not get a refund and that in order to cancel for next year I need to contract docusign 10 days prior to the renewal in 2025. In Virginia we have a 3 day right of rescission on any contract and would like a full refund of the amount paid. After researching this question about refunds online it seems like this company is having alot of issues with this policy and will lose market share because of it.I will not recommend docusign to anyone and will spread the work about how customer oriented this company is not.

Nick AlanNewcomer

Hello everyone, is there a way to prolong working time in DocuSign?it keeps loggin off quickly due to inactivity. Is there a way to make this timeframe longer?Thank you in advance

142

4 months ago

Lara SchecterNewcomer

asked in Rooms

Pre-filled tools

HelloI am filling in a document and their is a section for Standard Fields. My account does not have a access to create pre-filled tools. I am trying to draw a line in a section of the document.I think it says I need to upgrade. How do I do that or is there another way to dray a line through a section of the document.?Thank you so much

802

4 months ago

Jennifer VickersNewcomer

asked in Rooms

Admin removal

I have a Team Leader/agent at KW Consultants in Dublin OH, that had an admin that created all of their rooms, and added the prospective agents to those rooms. The admin shows as the Owner of all of the rooms. The admin has left the team, and the Team Leader would like her DocuSign to be removed from the Rooms. If the admin is removed from the KW DocuSign system, will that affect the agents from seeing those rooms? To test things, I have tried to go in through KW's account, and remove the admin from a room, and it wouldn't let me remove her because there has to be an owner of the room. It wouldn't let me assign another person as the owner. The main question is... if the admin is removed from KW's DocuSign account, would KW Consultants and the team that is attached to the rooms still be able to see the rooms?

RSenftNewcomer

Is there any way to change the timeframe this thing automatically logs me out?? I work from home, so leaving this open all day while i work does not pose a security risk. The timeout asks me if i want to continue working, but securely logs me out anyway if i press yes. Very annoying.

Didi LebronNewcomer

I am new to DocuSign and, even though I already sent several documents out for signatures, I would like to create Rooms to have everything more organized but, it I can not find the way on how to do it. I already went to FAQs and it was not help at all. Does anybody know if this is an option for 1 Admin Accounts or just for bigger organizations??

412

5 months ago

karndtsNewcomer

asked in Rooms

Customized sender roles

Though I am the administrator for our account, we have several users who each send envelopes. Is there are way for notifications to go only to the sender?

asteriscoNewcomer

"I am unable to add users to the account."

254

5 months ago

allyqNewcomer

asked in Rooms

User can' print multiple documents from the DocuSign Room.

One of our agents was trying to print multiple listing docments from her room. She was unable to print multiple documents as a time. She received the following message: Unable to print following documents. What would cause this? Why can’t she print her selected documents?

172

5 months ago

Emmanuela Di BenedettoNewcomer

asked in Rooms

overview of “Proceeding time” of all employees within Docu Sign

Hello, may I ask an help to give an answer to my boss that would like to have an overview the “Proceeding time” of the employees of our company within Docu Sign? I guess he means the timing from sending - signature or not and the time of waiting. Is there a way to have this view?

122

5 months ago

mshealyDigital Collaborator

asked in Rooms

report column names look like you can click on them and resort

report column names look like you can click on them resort. the arrows change indicating change in the sort based on the column but it doesn't work. if i click on status the arrow changes but the data does not.

SuzanneNewcomer

On two separate occasions, I created an envelope, added all the signatures, rechecked email spellings and signature areas as I always do. I hit send and waited, cringing--as I always do, in case it gets kicked back. On both occasions, I got the message that the envelope was sent and nothing was kicked back. None of the parties on both occasions received the document. I went back into my account and both times the particular envelope was not listed anywhere. This creates a huge problem for me as these are real estate contracts. I shouldn’t have to waste time redoing the contracts or logging back in after a few minutes to make sure the envelope has been sent or even appears anywhere.

242

5 months ago

sescobar03Newcomer

asked in Rooms

Splitting Signed Documents

I’m a realtor. I’ve used docusign to e-sign my documents for years. I just changed companies and no longer have access to a platform called Skyslope that had a document splitting feature. My new company doesn’t use Skyslope so now I’m trying to figure out how to split my documents that have already been signed.Adobe Acrobat won’t let me do it because they are signed/certified docs. Apparently I can do it if I have a ‘room’ in docusign, but I don’t know how to get a room. Can I get a room if I am a single user with a single account? Or is it only companies with multiple users that can have rooms? Thanks!

1752

5 months ago

Keller Williams Living 149Newcomer

asked in Rooms

Autofill Fields - Rooms/Library

I work at a real estate brokerage, where we provide a library of forms for our agents who can then choose from these forms and fill them out as desired. A couple months ago we replaced a lot of documents, and now the agents keep telling me that there are Autofill Fields that are out of place/wrong. I didn’t even realize that our library forms HAD autofill fields in place? How would I go about editing them in the library so every form is updated for every agent?TYIA!

314

5 months ago

YiWNewcomer

asked in Rooms

If someone forged a DocuSign document I never signed, how to prove that I never signed it?

I have good reason to believe that a real estate agent may attempt to forge my digital signature on an agreement that I never received, nor signed. The signature ID underneath doesn't match my email linked DocuSign signature ID. I already explained what I found in the court. Unfortunately, the judge accepts this forged document without verifying with DocuSign. Is there anything I can do? How can I prove that I never signed it? I really need some help!

7573

5 months ago

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