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

1 month ago

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Hengfeng GeDigital Collaborator

add email /seal type attributes for the sealsNew

No the return for get seals only with sealName and sealDisplayName.{{baseUrl}}/v2.1/accounts/{{accountId}}/seals {"seals": [{"sealName": "10685326-884c-e54d-e4d3-187c8ebbe03b","sealDisplayName": "Testing for FreeLink"},{"sealName": "2a2412d4-7632-13-6d2a-97c48c58e9f3","sealDisplayName": "Legal Person Seal - Hengfeng Ge "},{"sealName": "ceec983d-5c92-cae9-b36c-afaedec170cb","sealDisplayName": "Demo Seal - Hengfeng Ge"}]} we call in the customer’s application do know which seal is who’s. so we need add a mapping table like email/sealName/sealDisplayName. hope can add email /seal type attributes, so we no need add mapping table. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🏆 2024 APAC Reseller Growth Partner of the Year🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.Feel free to reach out for collaboration opportunities.

14 days ago

leah.breenCommunity Admin

published in What's New at Docusign

Docusign's New Integration With Microsoft 365 Copilot

If you use Microsoft 365, you can now leverage Copilot to easily find information about Docusign agreements directly within your favorite Microsoft apps, like Outlook, Teams, Word, and Excel. With this integration, employees across departments—from HR to sales—can get instant answers about agreements without switching between multiple tools.Key benefits of the Docusign and Copilot integration: Streamlined workflow: Avoid the hassle of toggling between apps by asking Copilot questions about Docusign agreements in plain language, directly within Microsoft 365 tools. Instant access to agreement data: Copilot quickly retrieves details like document status, signatories, or specific contract terms, empowering teams to move faster on tasks like checking NDAs or offer letters. Natural language queries: Users can ask questions like “What’s the status of the offer letter for [position]?” or “Which sales contracts are pending legal approval?” and receive instant answers. By eliminating the ne

230

14 days ago

janaNewcomer

asked in SDKs

Docusign Checkbox model

How Can I use checkbox class for yes or no option to select only one option. I know how to do it with radio and radio group class. Could anyone suggest how to proceed it with checkkbox class in c# SDK.

392

15 days ago

yumikkzkNewcomer

asked in Japan User Group

Time zone

Hello,Can the signer’s time zone be verified on the certificate or anything after the documents signed?Thanks in advance.

272

15 days ago

leah.breenCommunity Admin

published in What's New at Docusign

Manage Agreements On-The-Go With Docusign's New App for Microsoft Intune App

Docusign has introduced a new app for Microsoft Intune, designed to securely manage agreements on the go for mobile users. Available in the iOS App Store and Google Play, this app integrates Docusign’s eSignature capabilities with Microsoft’s enterprise-grade mobile device and application management, enabling professionals to securely send, sign, and manage documents from any location.Key benefits of Docusign for Intune: Enhanced security: Intune's mobile application management allows companies to enforce security policies, ensuring documents are managed securely on personal and company devices. Mobile productivity: Employees can sign and send agreements directly from their mobile devices, supporting agile, remote work without sacrificing security. Microsoft integration: Seamless compatibility with Microsoft 365 means employees can access Docusign without leaving familiar apps like Word and Outlook. Compliance control: Intune’s built-in policies and remote wipe capabilities prote

220

15 days ago

DCSisFailingObserver

asked in eSignature

No document gets displayed

Docusign has not been functioning correctly for 3 days.I can log in, create an envelop, upload the document, and then the application stops, a blank page is displayed and nothing move. I have not been able to sign anything for 3 days.I have tried egde and chrome, PDFs and DOCs…Is there a solution to this? Of course SUPPORT is useless...so here I am...last attempt

212

15 days ago

eduardosfernandezNewcomer

asked in Microsoft

Access to resources is forbidden

Good morning,Recently my flows have stopped working, generating an error "Access to resources is forbidden.", I would like to know how to correct the error if it corresponds to my user's permissions or is a platform error. Greetings!

173

15 days ago

saloniNewcomer

asked in Docusign Connect

Could not find a Docusign User entity for the current user - transaction creation failed

We have a client setup Docusign Integration and suddenly they started getting error “Could not find a Docusign User entity for the current user - transaction creation failed”. I have confirmed that the user has “Docusign User” role in the system. I have also tried clicking on “Go to Docusign” to re establish the connection. I have also confirmed that the user who installed the Docusign integration is a system admin and the account has an account name. Still not able to get through this error.

383

15 days ago

KatiebethNewcomer

asked in eSignature

Can I change the email subject line AFTER the Docusign email has been sent?

For purposes of office organization, can we change the subject line after a Docusign email has been sent to the client? In our own inbox?

182

15 days ago

ElisaReinaudoNewcomer

asked in eSignature

Chaining co-dependent documents for signature with a single sendout

Hello.Premise I am new to DocuSign and have a time-constrained task to perform, so apologies in advance for my ignorance on the topic and for raising the question directly to the community (I promise I’ll read the documentation in the meantime).I need to send 3 documents to some customers and was wondering:if I could chain the documents so that I would not have to send 3 separate links if I could create a dependency amongst them (so, if a customer signs document 1 they can see document 2; if they sign document 2 they can see document 3).If the above is doable, would you mind sharing how?Thanks

172

15 days ago

NicolasNewcomer

asked in eSignature

Add a signee on the way

Please note that we have an enquiry related to the signing order and I don’t know how I can request support on it. Can you please assist me? The enquiry relates to the case as this is descripted below: A user inputs a document for signature with 5 signees in sequence. On the way the 4th signee would like to add a new user as 5 (number 5 user will be 6). Kindly advise if this is possible and if yes please guide me how I can do it.

15 days ago

DRWNewcomer

asked in eSignature

NOTICE: CHANGES TO INVOICE TAXATION

Hi DocuSign, I received an email from DocuSign Tax Department <taxid@docusign.com>advising me to update ABN information. I found it weird as I am pretty sure that I have already provided an ABN when I Sign up with DocuSign. Please see attached the details of their email and DocuSign IT Team, please do something about this scam. They are using your name and it’s very deceptive, they need to stop. If it turns out that this is legit, please let me know so I can make necessary update to the account.

462

15 days ago

terrydhf2024Newcomer

asked in eSignature

Invoices email to me automatically

Hi there, I can’t find a way to get docusign to send our billing invoices to us monthly by default/automatically? Without me logging in and downloading. How do I do this?

172

15 days ago

MThornicroftNewcomer

asked in eSignature

Bulk Send - Line break / carriage return in CSV

Hi All,Is it possible at all to have a line break, e.g. \r\n within the CSV for particular text fields?An example would be a custom field for addresses, so rather than have:1 The Close, Best City, BC01 0BCInstead it’s:1 The CloseBest CityBC01 0BCI’ve tried a few variations (\r\n, \r, \n, \\n, \\r) but each time the backslash just escapes the next character and returns whitespace rather than a line break. I’ve also tried double quotes around the text with an actual new line but the import process then thinks this is a new row.Thanks,Matt

322

15 days ago

dsmith1Newcomer

asked in eSignature

How to Send from Generic ID

I need to send the same form to thousands of people. In test, the form sends for with my email id as the sender. How can I change the final version so that it replaces my email with a generic company id?

152

15 days ago

pat000Newcomer

asked in eSignature API

restricting fields when editing document

Hi,We’re trying to build a simple integration in our web app with DocuSign, where users will upload an ad-hoc document, then use drag & drop interface to add fields such as Signature, Name, Date Signed.We’re embedding sender view URL for the envelope in an IFRAME (see below). Is there a way of restricting/specifying which fields the user is able to drag from the palette? We’ve been playing with various TaggerSettings, but without any luck.

131

15 days ago

Savio PereiraNewcomer

asked in CLM

CLM workflow routing based on data from a file

Hi,This is our first global implementation and would appreciate any knowledge sharing if you have done something like the below:We are having issues with the CLM contract routing after it has been approved by Legal and vetted for further approval and signatures. This approver and signatory information is being read from a data file (based on associate org hierarchy ) which is available in CLM.Thank youSavio

141

15 days ago

akaneNewcomer

asked in CLM

Docusign CLM doc generation URLs - can additional variables be passed through these URLs?

Hey everyone,I’m wondering if there is a way to pass form values through the doc generation URL in Docusign CLM? I know we can pass field values from Salesforce, but sometimes there is data we would like to pass that may not be stored in Salesforce. For example, if we have multiple amendment types (for example Amendment Type A, Amendment Type B, and Amendment Type C) that use the same form, we would like the user to be able to select Amendment Type B in a flow and then redirect them to a form where Amendment Type is already set to Amendment Type B. We have the flow working and redirecting correctly but can’t figure out how to autofill the Amendment Type field. Any help would be much appreciated!

141

15 days ago

mshealyDigital Collaborator

asked in CLM

Using branding resource files with CLM

I have modified the brand resource files for use with esig. I’m having trouble figuring out how to associate a CLM workflow to a brand with modified resource file in esig. Any help would be appreciated.Thanks

587

15 days ago

MCAPObserver

asked in Docusign Admin

NEW Form completed - generic

HI How do I get the NEW DOCUSIGN COMPLETED title changed when it comes through the agreements tab - its very confusing as all the submissions I make are listed with generic title NEW PROBITY CHECK so cant identify the file at a glance without actually having to view the doc to identify which it is.

172

15 days ago

Jeff337Newcomer

asked in eSignature

Sending updated document back to original sender

Is there a way the sender can see what I added to a document if I don’t press “Finish”? Even if I press “finish later”, sender can’t see it.Filled in information for the Sender, “Mount Sinai representative”,however it requires me to get the Mt Sinai Representative signature before accepting “Finish” but she cant see my changes.If I choose option “decline to sign”, or assign to someone else it says the document ill be voidedPer her request, I sent a pdf generated documentover email to her.

132

15 days ago

SueENewcomer

asked in eSignature

AutoFill Contact List

Hi, I’ve tried to search for an answer but can’t find anything which relates to what I need. I would like to be able to disable autofill of recipients (from both the personal contact list and the user list). Is this possible ? I know how to edit my contact list but I’ve had a couple of users sending documents to incorrect people as it has pre-populated a previous email address and they haven’t noticed. Any ideas anyone?

122

15 days ago

BrightBioObserver

asked in Docusign Admin

Retrieve a signed enveloped

I have docusigned an agreement upon invitation of the counterparty. I have a partial pdf with the DocuSign Envelope ID, can I use this ID to retrieve the entire document?Thank you

15 days ago

RefundNewcomer

asked in eSignature

Refund

My subscription was only for a month, but you renewed it automatically without my consent. Therefore I'd like to refund it.

142

15 days ago

Rick GranquistNewcomer

asked in eSignature

Bulk sending a shared template

Hello - can a template I created and shared with another user, be sent by that user using the bulk send option? Looking over her shoulder, I don’t see the bulk send as on option for her. Does she just need administrator permission to do this? Thanks!

15 days ago

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