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

1 month ago

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STOBG HRISNewcomer

asked in eSignature

User unable to see shared templates

We have a new team member who we have tried to share several different document templates with. However, the team member is unable to see any of the shared templates. What can we do to help this team member see the templates that they need to do their job?

10 days ago

ds1Newcomer

asked in eSignature

Does DocuSign even have a customer service team

You took my money but didn’t explain why or what it was for. I have submitted ticket after ticket and no repsonse. you customer service is non existent. What is the purpose of contacting you if you never respond or return messages no phone number no email just a form box that at certain times does not even let you submit a questions your company is horrible

111

10 days ago

VaasNewcomer

asked in eSignature

Is there a way to close en envelope due to NO action in a week but with the option of a recipient rejecting a document within that timeframe?

There are some recipients that don´t wish to interact with the envelope if they dont need to. This means that they will only reject on same cases but dont want to approve all the time. The closing of the envelope is important for other processes so I want to know if DocuSign can do that.

101

10 days ago

MMohammadNewcomer

asked in eSignature

False mail notifications and entries in history when signer has not clicked into envelope.

We are experiencing an issue whereby senders are receiving notifications that recipients have viewed an email, and it is including phantom entries into the envelope history of this action, when the action has not taken place. Is anyone else experiencing this?As it is documenting actions by a user which are not taking place we dont feel that the legality of the envelope history is valid (we have tested several times and when an envelope is received it is stating that the envelope has been viewed when the link has not been clicked on). Support have been no use at all, so hoping some others may have suggestions or at least acknowledge they may be experiencing the same.

696

10 days ago

Mark RuckerNewcomer

asked in Web Forms

Web Form Redirect Url

I want to create a Web Form that redirects after completing the form to a custom URL with a query string. So, I’d like to redirect to something like: https://example.com?id={a-unique-id-from-docusign}. I’m not a developer, and I don’t have access to the API. I also am not interested in embedding web forms on my site. I’m happy to redirect to DocuSign and then redirect back with the id. Is it possible to do what I’m asking through the customer web portal? The only similar answers I see are almost all under the developer tag and provide answers that require directly interacting with the DocuSign API.

223

10 days ago

ElivalNewcomer

asked in eSignature

First time user - can't sign my document

I’m a first-time user and I have no idea what to do. I applied for a university and its admissions office sent a document for me to sign using Docusign through my email, but after I click “Review Documents” I don’t know what to do from there. I clicked a link that was sent along with the email on “How to sign a document” and it said that I should click “Continue” on the top right corner beside “Other Actions”, but the problem is instead of “Continue” I can only see “Close” beside it. I thought making an account would help me see the “Continue” button, but it’s still the same despite that. What should I do? It’s been around 3 days since I got my email and I don’t want to miss my chance to get into this university.

251

10 days ago

Allan LNewcomer

asked in eSignature

DocuSign connector to SAP Business One

I am looking for proven connector of DocuSign to SAP Business One - Hana and MS SQL Server - V10.Can anyone help me here?

RshobakNewcomer

I have created a webform for a requestor to input some vendor information for approval; however, the requestor must attach a document to the beginning form for the next recipients to use for the next steps of approval. However, I am unable to put in an upload field into the Webform. How can I create a fix for the issue? To Review: Webform Requestor would input their information→ Same requestor will upload attachment→ Routed to recipient 2→ Routed to recipient 3.

556

10 days ago

DiegoDiasGALERIANewcomer

posted in eSignature

No attachment field on new editor?

Hi!I want to attach a picture on my contract, but no attachment is shown on the editor. Is it possible?

10 days ago

B1r0Newcomer

asked in Docusign Admin

Can't contact support, can't fill the support form! Need to renew company's SSO certificate.

Is there a way to contact support for Europe?We are locked out of our corporate account because we let the SSO certificate expire.I am struggling to access the site to open a support call, and the form I am supposed to fill throws an error saying it doesn’t accept formatted strings !?!?!?

121

10 days ago

agarwal1024Newcomer

asked in eSignature

I need to setup a payment gateway (specifically Stripe) and I do not see where to find it.

I am trialing Business Pro. I am looking in the Integrations section and I do not see any “Payments” option?

141

10 days ago

Ciro3501Newcomer

asked in eSignature

error messge stopping me from signing

So lately, whenever I try to sign a document I get the there was an error communicating with the server messge and I am not abke to sign. Has anyone come across this same issue ? If so what's the solution ? I'm thinking I need to start paying monthly ?

12329

10 days ago

GeorgeHenry667Newcomer

posted in Docusign IAM Core

Managing Design Approval Workflows for Responsive Web Projects in DocuSign – Best Practices?

Hi DocuSign community!I’m currently working on a responsive web design project and using DocuSign to handle approval workflows for design assets and mockups. However, I’m facing some challenges in efficiently managing the approval process for assets that need to be reviewed across different screen sizes (mobile, tablet, desktop).I’m looking for advice on how to streamline the approval process for responsive designs in DocuSign, especially when it comes to ensuring feedback and approvals are organized by device view or asset version. Sites like sincere mechanic seem to handle these workflows smoothly, and I’d love to hear how others are using DocuSign for managing approval tasks in a design project.Any tips or suggestions would be greatly appreciated!

10 days ago

TOMABBNewcomer

asked in eSignature

DocuSign SharePoint connection PDF's not searchable in SharePoint

Hi all,I have setup a connection between my DocuSign account and company SharePoint. We use the SharePoint as a contract repository for team members to search and find contracts whenever required.We have always used the SharePoint search function to sift through contracts, identifying specific contracts by searching postcodes, customer names, etc.. This has always worked as intended as our contracts pulled through from Docusign OCR enabled, allowing SharePoint to pick up any text in the document.Since enabling document custom field on our templates (as we look to track key contract metadata), any custom field is no longer OCR enabled, meaning we can’t search for it in SharePoint. This makes locating contracts a much more strenuous, time-consuming task. I cannot work out why text fields that are document custom fields import into SharePoint as un-recognisable text. All the other text in the contract that is not a custom field is searchable, confirming that it is indeed a problem with th

463

10 days ago

jkohoutNewcomer

asked in eSignature

Unable to complete "correct" action

I am the owner of the envelope and I cannot correct the envelope. I mistyped the email of the second signer. The second party already signed so it would look very unprofessional if I need to ask for resign. Envelope id:removed due to personal information See attachment. When “correct” is clicked, this error appears: “Unable to access the envelope.”Why? Please help.

254

10 days ago

Junko.TakairaCommunity Moderator

posted in Japan User Group

CSVファイルで文字化けを防ぐ方法 - UTF-8形式で保存

一括送信、ユーザーの一括追加、エンベロープ所有権の一括転送など、複数のアクションを一括で行う際にはCSVファイルを使います。この際、お使いのパソコンの環境にもよりますが、日本語がファイルに含まれていると文字化けが起こることがあります。CSVファイルの文字化けを防ぐ方法についてご説明します。※CSVファイルの保存は、Docusign eSignature外での操作になります。そのため、お使いのPCやMacの設定などによって必要なアクションが異なることがございますので、あくまで一般的な参考情報となりますことをご了承ください。一般的に、CSVファイルは、Excelなど、スプレッドシートを扱うソフトで編集します。CSVファイルを保存する際にファイル形式を選ぶことができますが、「UTF-8」(Windowsの場合はUTF-8 BOM付、Macの場合はUTF-8）を選択して保存すると、日本語が文字化けせずに表示されます。実際にどのタイミングでこのファイル形式を選ぶことができるかを、特定のケースでご説明します。例えば、エンベロープの一括送信を行う場合です。エンベロープの送信画面にある「受信者の追加」部分の水色で表示されている「一括送信」を選びます。次に、「CSVのアップロード」をクリックし、左下の「サンプルCSV」をクリックすると、サンプルのCSVファイルがダウンロードされます。このCSVファイルをデスクトップ上で保存して、一括送信に必要な受信者情報を入力していきます。このCSVファイルを保存する際に、ファイル形式でUTF-8（Windowsの場合はUTF-8 BOM付き）を選択します。ダウンロードしたファイルをそのまま開くのではなく、この形式で保存し直してから開くと、CSVファイルで日本語の文字化けを防ぐことができます。この形式でCSVファイルを保存すると、一括送信以外にも、ユーザーの一括追加＆一括更新、エンベロープの所有権の一括転送、テンプレート所有権の一括転送など、さまざまなCSVファイルの操作において文字化けを防ぐことができますので、お試しください。関連サポート記事：Docusignにアップロードしたファイルの内容が文字化けしました

500

10 days ago

Hiroshi.HosodaDocusign Employee

posted in Japan User Group

第1回 DJUG（Docusign Japan User Group）ユーザー会ユーザー様事例資料

2024年10月31日に開催された第1回DJUGユーザー会でのユーザー様事例の資料を公開致します。「TOBを経て再上場を目指すUzabaseにおける契約管理」：株式会社ユーザベース蒲原様https://view.highspot.com/viewer/144cd951ba4c2146aebfdec5c0c36a02 「Docusign CLM導入事例」：株式会社システムサポート樫田様https://view.highspot.com/viewer/5bd34cf9a6f93ffabcfae2f6fd6e57a1 「Docusign Momentum Update」：ドキュサイン・ジャパン株式会社細田https://view.highspot.com/viewer/eb3087a70bdca2aad4cb6cac82616e18

1193

10 days ago

mehul.shahNewcomer

asked in eSignature API

Embed image / recipient's signature in document

Hello,We’ve a couple of requirements listed below - To generate a document which needs to have an image embedded on the document. Image is stored inside Salesforce. To generate a document which needs to have an image embedded on the document. Image is the signature of a recipient which has previously signed another document which has similar or almost same information as the new one.I can see that this API - getRecipientSignature | REST API | Docusign - can fetch the user signature. But imageBase64 attribute is not returned in the response. I observed that the signatureType attribute is “rubberStamp” in the response. How to achieve this ? Should I use eSignature API ? If yes, how to get the base64 for recipient’s signature ? Should I use DocGen API ?Note: I don’t want to send an envelope for signing.Appreciate the help.Thanks in advance!

272

11 days ago

najithNewcomer

asked in eSignature API

Docusign autoplace make.com

I am trying to create a make.com automation where the file is taken from a folder and is send out as a document using docusign module. I have issues with autoplacing text box fields. I have entered anchor string for each of the fields that needs to be filled but ther autoplace text box does not work. All I am able to do is set up positions for signature. I cannot find any resource to do this. Do I need to get a paid account to perform this task?

241

11 days ago

ds1Newcomer

asked in General

Your support site does not work

I can’t even log in or submit a request for help what a joke your company is

11 days ago

Roshan DevNewcomer

asked in eSignature API

Checkbox Group not working properly

I have three check box and mapping max and minimum required value, but finally user to select all checkbox. After submitting the document, the checkbox displayed an 'X' mark." we need "tick" mark. pls refer the below code. Checkbox checkbox1 = new Checkbox { TabLabel = "LionTab", DocumentId = "1", PageNumber = "1", RecipientId = "1", XPosition = "200", YPosition = "300", TabGroupLabels = new List<string>{ "checkboxgroup1"} }; Checkbox checkbox2 = new Checkbox { TabLabel = "TigerTab", DocumentId = "1", PageNumber = "1", RecipientId = "1", XPosition = "220", YPosition = "300", TabGroupLabels = new List<string>{ "checkboxgroup1"} }; Checkbox checkbox3 = new Checkbox { TabLabel = "BearTab", DocumentId = "1", PageNumber = "1",

191

11 days ago

amyballenNewcomer

asked in eSignature

Bought Real Estate monthly subscription - Can't access Form Libraries - Can't sign in to support account

Hello, I bought the Real Estate plan and Form Libraries are not showing up under Templates. I also cannot sign in to the support account to request a callback. Please help.

13 days ago

VivianBeltranNewcomer

asked in eSignature

Cannot submit support case

This is an urgent inquiry inside of an even more urgent problem: I am trying to open a support case because my account is suspended and I don’t know why. It isn’t a payment issue. However, I can’t even request to open a support case because every time I try to fill out the summary field, it gives me the error shown in the screenshot below.What I’ve tried:Typing in the summary manually Copying and pasting the summary from a plain text editor Using 3 different browsers Attempting with and without a VPN (using an IP address within the US) Typing in all lowercase Clearing my cache Restarting my browser Restarting my computerNothing I do allows me to submit a valid entry to this field, and since it is a required field, I cannot open a case without it.Has anyone else experienced this?

191

13 days ago

KoleenBNewcomer

asked in eSignature

Changing the email address of a signer AFTER they've signed documents?

Hi DS friends - Does DocuSign allow me to change the email address of a signer that has already signed a document? We use the custom report feature to receive daily reports of those who have signed our agreements and add it to an Excel workbook database, which has formulas that looks at the email addresses to update each contact. I don’t want to keep having to manually change a particular signer’s email address every time we update the database with the DS report data. Any thoughts?

282

13 days ago

AlexLNewcomer

asked in eSignature

HELP! Require Recipients to Draw Each Signature

I am the admin of the account and we our plan is eSignature Business Pro - but I do not have the Signature Adoption Configuration option to set up the requirement for a “drawn signature” Can anyone help me about why this option seems to not be available? If you’re the Admin for your account [i am], go to the Settings page then Signing Settings [i have] and configure the Signature Adoption configuration [i dont have this] , you can enable the option for drawn eSignatures [nope]. After that, your envelopes sent to the recipients with Sign Here fields will give to them an option to drawn a signature [nope].

122

13 days ago

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