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

1 month ago

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Melissa FosterNew Voice

posted in Financial Services Industry Group

Retrieve to OnBase: Peer Group Recording from 9/12/24

From the Financial Services Industry Peer Group meeting on 9/12, my presentation on Retrieve to OnBase: Please let me know if you have any questions.This is presented here for use by other peers and is not for reproduction/presentation/publication outside of the peer group. DocuSign does not own the rights to the content presented within this presentation.

541

8 days ago

FocusMicroSystemsNewcomer

asked in Go-live

Revert to sandbox from production

Good afternoon,Currently we are using our production account for development of our product. This is proving limited due to the number of envelopes we require.Is it possible to use the developer sandbox environment for our development purposes using the same integration key? If this is possible would it have a knock on effect on our customers that are already using this integration key?Again, if this is possible would be then have to go through the process of converting it back to a production environment again, i.e. make 20 successful API calls?Thank you in advancePeter HaynesFocus Micro Systems

Tech280Newcomer

Trying to get Retrieve Filters to work with little success. I have a template named 2025 Financial Products and Promotions Agreements Packet 2 (with some variation). I have tried using Filter of Template Matches (RegEx) \(Packet 2\) and get no results despite seeing these completed documents in the web UI. I also have a Packet 1 which I’m trying to avoid in this specific Retrieve. Any suggestions on how to best setup a filter to get these envelopes?In the Envelope Custom Fields I see this. Can I use either of these?

141

8 days ago

BOrangisNewcomer

Party CRMNew

It would be amazing if we could have all correspondence, that is already being logged via emails, associated with the respective party. An all in one place for every email, document, or task related to each party in your CLM!

9 days ago

LMH19867Newcomer

asked in eSignature

ID Verification and Liveness - Disclosure

Hello - When using the ID Verification and Liveness feature what do you in include in your disclosure for consent and ensure the use is in compliance with applicant?

324

9 days ago

MaxSFNewcomer

asked in eSignature

Automation of DocuSign with Salesforce and Sharepoint

Hi all, For a client who is using Salesforce we are looking at DocuSign. But they have some specific requirements and we are wondering if this is able with DocuSign. They want to start the process with DocGen. So, with the push off a button in Salesforce a template should be generated and stored in Sharepoint. Then they want to adjust the template in Sharepoint with Word. When the document is ready they want it to be sent to the right persons for singing. This process should be fully automated with a push of a button. So when they push on a button in Salesforce it will sent the document for singing directly from Sharepoint, so no screens will open where they have to verify the signees or they have to add the signing box. This will all be done automatically. The signees will be internal users and external. Is this possible with DocuSign and if yes how?

111

9 days ago

grablairNewcomer

asked in Google

Google Workspace App Broken

When I follow the instructions / link on the Google Workspace integration page (https://www.docusign.com/integrations/google), which links to the Google Workspace appstore, the appstore link is broken and just returns a 400 Error:https://workspace.google.com/u/0/marketplace/app/docusign_esignature_for_google_workspace/469176070494Is the Google Workspace integration discontinued?

712

9 days ago

ShararehNewcomer

asked in eSignature

Questions regarding the DocuSign application

Dear DocuSign Team, Could you please help me with the answers to the following questions: In order to sign a document with Advanced Electronic Signatures (AES), what can be used as a factor for two-step authentication? Is it possible to sign a single document with all three forms of electronic signatures (Electronic Signatures, Advanced Electronic Signatures (AES), and Qualified Electronic Signatures (QES)) at the same time? What is the current version of DocuSign? I look forward to hearing from you. Kind regards,Sharareh

212

9 days ago

Cristina.ZabeoDocusign Employee

posted in Docusign Partners

Docusign Partners - are you featured at the Docusign Partner Finder?

Hi Docusign Partners! Is your company already listed at our Docusign Partner Finder tool? This is the directory where our customers, sellers and even other partners go to to learn about our ecosystem! The Partner Finder has two sections:Partner Profiles - where partners can list their companies, best practices, unique value Partner Integrations - where partners can publish details and information about their technical integrations with Docusign Partner Profiles are available to all companies with a valid Docusign Partnership, while Partner Integrations are reserved for those who pass our Application Review process. If your company profile is not listed yet, or if you need to update your entry, follow the steps in this article:https://partners.docusign.com/s/article/How-to-Create-and-Update-Your-Partner-Profile Check it out today!

301

9 days ago

Kenny TraberNewcomer

asked in eSignature

Does anyone know how to contact DocuSign support?

I’ve tried contacting support via chat on the website, but I am unable to contact anyone. The bot on the site is unhelpful & the prompts are not guessing what my question is anywhere close to correctly. They offer numbered options & when I select a number, the chatbot automatically closes the chat so I have to start back from square one. I had to keep going around a loop of answering the questions & getting links to unhelpful resources that did not get me to anything to help me self serve.

221

9 days ago

GabrielNewcomer

asked in eSignature

Export signatures as p7s file

Dears,Please, does someone knows how to download the archive in the p7s format?Thks!

262

9 days ago

taoolantNewcomer

asked in Identify

Why sms verification is throwing invalid number?

I’m going through identity verification and the first step is sms verification. I can find my country code which is +383 and then write my number but when I click send it shows “Invalid number” error. I checked multiple time that the number is written correctly.

372

9 days ago

MeredithNewcomer

asked in Docusign Admin

Formatting of email to Review documents has changed

Hi,Recently the formatting of our emails has suddenly changed, when I receive an email to Review documents our logo is huge and the text is tiny. The link to Review Documents is really hard to see because it’s so small. Any tips on how to fix this? Not sure why it has suddenly changed.Thank you :)

142

9 days ago

Sobana.vasudevanNewcomer

asked in eSignature

Connect X.509 Certificate Annual Renewal

In my account I am not having the Enable Mutal TLS active - so will certificate effect my tenant ?

102

9 days ago

leasingNewcomer

asked in eSignature

De-activate signature panel

Hi there,I am being asked to de-activate the signature panel on a document i have sent but the pdf is not showing the signature panel at my end.This is what the other party is getting at their end and they are not allowed to sign using signature verification.

192

9 days ago

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?

9 days ago

mridhaNewcomer

asked in Microsoft

Contact custom field on order entity

We have the Docusign Dynamics 365 Customer Engagement integration installed. When working with both the Quote and Order table, we have a custom Contact field that we use. We would like the value in this field to be a choice for the Docusign recipient. Is there any way to configure our custom field as a recipient for Docusign?

144

9 days ago

JneuhausserNewcomer

asked in eSignature

Multiple Custody Transfer Rules

Can docusign handle the below? If so, which custody transfer rule would be invoked? We have a user that has multiple groups. There are multiple transfer rules in place. One rule for each individual group. When the user who has both groups sends an envelope, which custody transfer would apply?

242

9 days ago

mconquestNewcomer

asked in Docusign Admin

Enable fax delivery?

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

9 days ago

akabNewcomer

asked in eSignature

Bulk send

When sending out bulk letters that require signatures is it possible that a blank field can be populated with the receivers name automatically? If not is there some alternate option, we have over 300 letters to send out to separate companies that require e signatures and we would like the name field to be populated with their individual names - any help is appreciated

123

9 days ago

WRplmNewcomer

asked in eSignature

Not able to esign the doc I sent

I have used Docusign for years and have a new problem today. Most envelopes I send require me to also esign. But today I am not able to esign a new envelope. Screen goes blank. Have cleared cache & restarted. My client received & signed their portion fine. Not sure what to do? Thanks for any help.

334

9 days ago

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

414

9 days ago

taylor13Newcomer

asked in eSignature

Error has occurred. Make sure your connection is stable and try again.

Whenever I try to login, there is always an error that says “Error has occurred. Make sure your connection is stable and try again.” but when I tried to login to other machine, it successfully logged in. Do you have any idea how can I fix the error with my machine? They are both connected to the same internet

5186

9 days ago

MuzziqNewcomer

asked in eSignature

How to Set Up a Multi-Section Form in DocuSign Where Only Relevant Sections Need Signatures?

I'm working with a scanned form in DocuSign that has four distinct sections, each corresponding to a different case. Only one section is relevant for each use, and we want to fill in only the applicable section while leaving the other sections untouched. However, the entire form needs to be completed with initials and signatures for any selected section to be considered valid.My main goals are:To ensure only the relevant section (based on the case) requires initials and signatures from the recipient. To leave the remaining sections blank if they’re not applicable. To streamline the signing process so that recipients don’t have to interact with non-relevant fields.Is there a way to configure conditional logic or recipient routing in DocuSign to make only the applicable section of the form active for each case? Or is there another approach to achieve this selective signing setup?Thank you for any guidance!

Anas AouniNewcomer

Hello I have updated my card information and payment is still not going through. Funds are available.

9 days ago

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