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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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rhekssNewcomer

asked in Docusign Admin

Is it possible to change the signature template (e.g. Font size for each element)

I am using CFR Part11 signature template and it looks too wide vertically, so i wanted to edit the name, reason and time smaller but it seems that only designed templates (and there are only two) are available. Is there any chance to edit manually?

56 minutes ago

TharunNewcomer

asked in eSignature

Does DocuSign support interactive PDF forms?

Could you clarify if there are any limitations or specific configurations required to ensure seamless integration of such PDFs in DocuSign templates and envelopes? Any guidance or best practices would be greatly appreciated.While uploading a pdf into DocuSign , i would like to ensure all interactive elements retain their functionality within the DocuSign platform

1 hour ago

Riko OnoderaNewcomer

asked in Japan User Group

アカウント管理者がエンベロープを手動で消去キューに移動した場合、メール等で通知はされますか？

下記URLの操作を実施した場合、エンベロープの作成者等にメール通知はされますでしょうか？される場合の対象も教えていただければ助かります。https://support.docusign.com/s/document-item?language=ja&rsc_301&bundleId=pik1583277475390&topicId=yph1583277445642.html&_LANG=jajp

202

3 hours ago

NickAllanNewcomer

asked in Docusign Admin

Setting Up JIT Provisiong with Azure AD

Hi all,We have successfully set up SSO between Azure AD and DocuSign, and have started work on implementing JITP.We have setup AAD Groups which we would like to use to dynamically assign users to different accounts within DocuSign e.g. Group Dep1 will have the user add to Dep1 account in DocuSign.We are thinking we could use extension attributes in the AAD group to send the SAML Assertions but have not had much luck.Hoping that someone has been able to successfully set theirs up in a similar way or can provide some insight to assist us in setting up these dynamic groups to map the accounts. Thank you

221

6 hours ago

JonathanKNewcomer

asked in eSignature

Enveloppe quality not matching source file

Hi Everyone,I’ve been testing out DocuSign in trial mode to see whether we can incorporate it into our workflow. However I’m running into issues with the end result when creating an enveloppe.This is the quality of the uploaded pdf into my template: And this is the result I get when I open the final document that has to be signed.As you can see there’s a lot of loss in quality, the same is true for nearly any document (word, pdf) that I upload. Any idea what might be causing this?Obviously I won’t be able to convince our Department Head with such quality so I hope that there’s a way to resolve this issue.

6 hours ago

kmcgowanNewcomer

asked in eSignature

checkbox

In the new template building with dynamic function. I would like to have a checkbox for the sender to check (yes, no, etc). However there is no checkbox for the sender. Only a checkbox for the recipient to use. Thoughts?

260

6 hours ago

Scott.NiemanNewcomer

Enhancement Request - allow a subset of envelope documents to be combined into one PDF by their documentId and sequence to add, while being able to download the remaining as individual documentsNew

GET {{baseUrl}}/v2.1/accounts/{{accountId}}/envelopes/{{envelopeId}}/documents/combined is not working for us and we need enhancements.In our contracting process we want to assemble and reuse templates as much as possible.The boilerplate language of the agreement is a template with tabs.Our Exhibit A is a listing of arable fields that a farmer operates and may be eligible for a carbon program. We generate and add this document via the APIExhibits B, C and D are reuseable templates.We may optionally add sensitive documents such as the IRS W-9 template, and our ACH enrollment forms. These sensitive documents need to be captured and place in a secure Azure container, with only authorized individuals allowed to see (PII). The business does NOT want to send multiple envelopes. These are farmers, and sometimes the only computer they have is in the tractor cab or their cellphone.We need to add query parameters to the combine resource to specify [{“documentId”: “1”, “sequenceId”:”1”},{“doc

6 hours ago

volunteerqueenNewcomer

asked in eSignature

This Document is now complete

I created a powerform to distribute to volunteers via a link so that I dont have to email each individual the same form. However, when I click on the link from a personal email to test the form, it says “this document is now complete” without having any of the fillable fields filled in and submitted. How can I fix this?

122

7 hours ago

nathanmummertNewcomer

asked in eSignature

i added a user to my account and made them an admin, but every time they login, it's sending me a code to my email to verify rather than his. Can you help?

8 hours ago

manordoeNewcomer

asked in eSignature

Recipients able to upload additional documents

Hello, I am wondering if there is a way that recipients can upload additional documents while signing their portion.

121

9 hours ago

Reuben.NgDocusign Employee

posted in Docusign Partners

Effortless Lead Submissions with the Partner Portal

Hi Partners, Don’t forget to use the Partner Portal Lead Submissions. It’s the most efficient way for Referral and Resell partners to submit your leads and keep everything on track. This tool is designed to save you time so you can focus on growing your business and closing deals. Let’s keep things simple and efficient. Here’s why using the portal works in your favor:Everything in one place: Keep your leads organized and easy to track. Faster updates: Stay informed about the status of your submissions. More visibility: Make sure your hard work gets noticed.How to Submit a Lead:Log in to the Partner Portal.Go to “Sell” and click on “Leads.”Hit “Submit a Lead” and fill in the details. If you run into any issues or have questions, don’t hesitate to reach out to your Partner Account Manager—we’re here to help. Thanks for being such a key part of the team. Let’s keep building opportunities together!

110

9 hours ago

lvincentNew Voice

asked in eSignature

How to prevent the automatic loading of a previously created signature ?

Hi everyone,When I sign documents, my previously created signature is automatically loaded and reused. However, I would prefer to recreate my signature each time for better customization and control.Currently, the behavior I observe is as follows :Do you know if there’s a setting or configuration in the tool to disable this feature?Thank you for your help! 😊

161

9 hours ago

Maura.FaheyDocusign Employee

posted in Docusign Partners

Showcase Your Expertise and Get Docusign Certified!

Docusign Certifications reward individuals for demonstrating their skills and experience with Docusign products and solutions. Docusign Certifications are credentials that people can add to their resumes and LinkedIn profiles to showcase their achievements. Docusign Certifications are available for many of the top technical job roles within the Docusign ecosystem of administrators, workflow builders, API developers, and technical consultants. For our esteemed partners, Docusign Certifications are a complimentary benefit within the Docusign Partner Program and contribute to tiering status. Don't miss out on this fantastic opportunity to elevate your expertise and play a pivotal role in the continued success of the Docusign ecosystem!Build your skills by completing recommended training and gaining experience in the role. Docusign University offers self-paced or instructor-led training, as well as Specialist badges along the way to help keep you motivated. Don’t forget to enroll in our co

mtourkNewcomer

During signing a document, the I do not receive the SMS from the system, even-though I am sure mobile number is correct, I receive regular SMS messages from other systems on the same number, can the authentication be through e-mail instead of SMS? how to overcome this issue since I have a deadline need to sign before it

5434

10 hours ago

Laurent GHESQUIERESNewcomer

asked in eSignature

REQUEST INVOICE

please provide me with the invoice subject to payment made as of today for an amount of 108 EUR duly debited on my visa credit card.Best regards,Laurent Ghesquières

7911

10 hours ago

Lindsay.RothfeldCommunity Admin

asked in Docusign Developers

What’s one thing you’d like to build on the Docusign platform?

We ❤️ hearing from our community! And we want this Developer Group to be a place for questions, collaboration, and insight from fellow community members and Docusign staff. Here’s the final step in the Docusign Discover Scavenger Hunt. Reply here with thoughts on the question above to finish the scavenger hunt and earn your shiny, new, exclusive Docusign Discover Scavenger Hunt Badge. 🏅Your badge will show up in your profile in the next week!

502

10 hours ago

AlainBavieraNewcomer

asked in eSignature API

DocuSign Admin Bulk Action is stuck "in progress"

Hello community,I have a Bulk Action stuck “in progress” for way longer than it should be. This is done through automation utilizing the Admin API, however, we cannot seem to terminate or make any other request until this user export request completes. Is there any way I can resolve this? Any help is much appreciated.

191

11 hours ago

sgarciavNew Voice

asked in eSignature

User not receiving email after submitting form in test environment

Hi all,I’ve got a user who is training others on how to use DocuSign. She is using the test environment found here:https://apps-d.docusign.comAfter she submits the form she never gets an email notification.I successfully logged into the test environment and see her envelope. In production, I usually Resend the envelope and the issue is solved, but in the test environment she does not receive any email, even after I click the resend button for that specific envelope. How can I troubleshoot this issue? Thanks!

11 hours ago

juurouNewcomer

asked in eSignature API

Fuzzy Document

The source file which I use in my code is clear, but the envelope sent to email is bad quality. Please help me

12 hours ago

NoorNewcomer

asked in eSignature

Subject: Urgent Assistance Needed: Retrieval of Removed Documents

Subject: Urgent Assistance Needed: Retrieval of Removed DocumentsTo Whom It May Concern,I urgently need assistance regarding items that have been removed from DocuSign. These are important contracts, and I need to know how I can retrieve them after their automatic removal.Thank you for your prompt attention to this matter.Best regards,

264

12 hours ago

Kevin.BNewcomer

asked in Docusign Admin

After verifying Domain, what's the best way to move forward with unmanaged Users/Accounts

Hello,As the Docusign admin for my company, I recently verified our domain to prevent unmanaged signups with our company email. However, I still have 100+ existing users who have separate, individual accounts using our domain. What is the cleanest, most efficient way to invite all these unmanaged, domain users into our main company account? Not sure if it’s ideal to close their existing account and add them into the company account as their might by company data/envelopes in their existing account. Is there a way as an admin I can transfer the company-related envelopes to the company account beforehand? Ideally, I would want the users to have as little action items to do as possible. Some guidance would be helpful. Thank you!

174

12 hours ago

SaravanaPrasannaNewcomer

asked in Financial Services Industry Group

How to restrict/limit the file size of the attachment on a template

I am working on hosting a standard webform which requires the user to upload an attachment during the signing ceremony of the envelope.We are using power automate connectors at the back end to move these attachments to a downstream location. These connectors come with a limitation that it can only transfer files with a maximum size of 20MB. Is there any way we can limit the file size of the attachment in DocuSign level that the user can upload files up to only 20MB instead of the default 25MB limit from DocuSign. Or is there a way to validate the file size to 20MB at the template level.We prefer to have the restriction on the DocuSign level as customizing the connectors is a challenge as our organization is not flexible with it and also we’d mitigate the risk at the user input level.

252

12 hours ago

Kalyan TejaNew Voice

asked in Workday

Issues with DocuSign Integration in Workday Sandbox Environment

During testing of DocuSign in our Workday Sandbox environment, I’ve encountered a few issues I need help with: Email Notifications: Emails are being sent to my Outlook when both the hiring manager and candidate are viewing or signing the offer letter, which works as expected. Candidate Portal Issue: However, after the candidate signs and submits the offer letter, the completed application does not appear in the Candidate Portal. Profile Status Issue: Even after the offer letter is signed and submitted, the candidate profile in the sandbox still shows the status as "Awaiting Candidate Signature." I suspect this may be related to the fact that I used a DocuSign developer account to authenticate with the Workday Sandbox environment. I opted for the developer account to avoid impacting the production environment during testing, but I’m unsure if that’s causing these issues.Is there a known issue when using a DocuSign developer account in the Sandbox? How can we ensure the sandbox envir

272

12 hours ago

tamlernerNewcomer

asked in eSignature

Signature for INPI - France

I need to sign an official document for the INPI here in France but I don’t get the certificated signature option when doing the whole envelope settings. How do I find it? and after that, since there’s a lot of questions around this: does the signature actually work still nowadays? A lot of people are complaining about the INPI rejecting Docusign’s signature certificate. Thank you!

13 hours ago

Cristina CañasNewcomer

asked in eSignature

INPI (France)

When I try to upload may signed document on the INPI website, I get this message : “Votre signature n'est pas valide : La synthèse a été signée avec un certificat étranger hors UE et dont l'autorité de certification n'est pas présente parmi celles définies dans les listes de confiance eIDAS. Votre signature n'est donc pas considérée comme valide puisque nous ne retrouvons pas l'autorité de certification du certificat utilisé parmi les listes de confiance eIDAS. Nous vous invitons à vous rapprocher de votre fournisseur de signature afin d'avoir une signature conforme.”Translation : “Your signature is not valid: The summary has been signed with a foreign certificate from outside the EU, whose certification authority is not one of those defined in the eIDAS trust lists. Your signature is therefore not considered valid, as we cannot find the certification authority of the certificate used among the eIDAS trust lists. Please contact your signature provider to obtain a compliant signature.”H

773

13 hours ago

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