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NicstageNewcomer

asked in Signing

How to get a list ofsent envelopes in a time range that includes links to the actual documents

Apparently this is difficult for me: I need to simply input a date range and get a list of envelopes with links to the associated documents for each envelope. Envelope reports only show a field for the envelope ID, and searching in the Manage tab doesn’t show all envelopes sent. I assume the latter is associated with the user that sent the envelope not being me, as we use Salesforce integration to send our envelopes. I have tried many different things with envelope sharing, but nothing has worked.

8 hours ago

rhealyNewcomer

asked in Templates

IF formula

Hi,I have 2 dropdowns.I want a text box to show a different output based on what the requestor chooses in the 2 dropdowns.Say the requestor chooses CITIBANK in dropdown 1, and EURO in dropdown 2I want the text box to say “CITIBANK EUR BANK DETAILS ARE 123546456”In Excel, it would be something like “If(AND(A1=”CITIBANK, B1=”EUR”),<details>,0)I can’t seem to figure out the logic required to do this using the DocuSign conditional fields and formula fields. Any help would be appreciated, thanks

8 hours ago

LauraMUNewcomer

asked in Signing

HELP: Volume in MBs of DocuSign documents that were sent out

Hi DS Community, Hope you are doing well. I’m Laura, IT Solution Analyst and DS Admin. I am trying look for the volume in MBs of DocuSign documents that were sent out for an specific time period. Do you know who can I get this information? Thanks in advance for any help.

9 hours ago

StevenSteven

asked in Microsoft

Power Automate/PowerApps - Sending From 1 Account?

I am creating a low code Microsoft PowerApp which uses Power Automate to connect to DocuSign. I want users to be able to upload a document in the PowerApp so envelopes can be sent as if they came from my myself. This would save a lot of admin for myself and would be a great way to collect the right information in the PowerApp.The Power Automate connection to DocuSign would use my login only for all users. Is this OK to do? We have an enterprise licence.

9 hours ago

Iorgo2Newcomer

asked in Signing

Can not sign

I am trying to do what I always do the last years... Received on my email a word doc which I want to open directly through DocuSign...sign it and share it through WhatsApp...HAVE DONE THAT HUNDREDS of time literally.Only that last time it says no more envelopes left or something like that.I just want to sign nothing else and as far as I know signing is free...would appreciate any help from anyone.

9 hours ago

StonyTillerNewcomer

asked in Signing

Signing

I’m using a template and I’ve filled out all necessary fields but when i click on the “sign” and “initials” to sign and initial my name nothing is appearing in fact I can’t sign my name at all. I’ve already adopted a signature. Help.

9 hours ago

thulseNewcomer

asked in Templates

eradwanNewcomer

asked in Sending

Formula Field

Hello, Trying to create formula field to validate age age 18 years or above and when I used the Datediff and created date of birth filed and today’s date but I keep getting the below error message, any recommendation on the correct steps?

10 hours ago

Anya TNewcomer

asked in Sending

Bypassing signer if they delay the process

If a signer has not signed within a certain timeframe, is it possible to bypass this signer and move to the next signer?

10 hours ago

carolinestewardNewcomer

asked in Sending

Document not showing edits

I have been trying to send a document to a client. I am filling out information before sending. When the client receives and opens the DocuSign, the document is blank and they do not see the information I’ve added.

10 hours ago

WesselNewcomer

asked in Sending

How do I make a team member mandatory as a recipient in each Envelope?

Hi all, In our sales team, we’re using Docusign to send out quotes. Since we need to countersign each quote by our CCO, I want to make him a mandatory recipient. Without the need to do this every single time. How can I set that up in Docusign?Thanks

10 hours ago

Bluerain007Newcomer

asked in Signing

i can't change my signature and initials on a document

I was sent a document for signature by a 3rd party. I opened the relevant link and uploaded my custom signature. I clicked the region to be signed. Unfortunately the image initials appear too small in the document. Now every time I open the link it uses the same initials to sign and I can't change it. I tried to hover of the logo to get the change signature option but it doesn't show up. How do I resolve this issue?

10 hours ago

BartMNewcomer

asked in Sending

Reminders not being sent as per the configured intervals

HiWe’ve configured our global reminder settings to below: On an envelope that was created, we see the following: To test the reminders, we didn’t respond to the initial request for signature. We only got one reminder after three days, and no other reminders. As per the settings, it should send us a reminder every day. Also, the settings on the envelope should be changeable.All reminder settings have been like this for about a month now.Does anyone have an idea what we can do here?Kind regards,Bart

10 hours ago

YKayNewcomer

asked in Salesforce

Error: At least one document is required

Hi,I am using DocuSign Apps Launcher version 6.4 in Salesforce and CPQ. I have configured the app and users as per the document. In the add document configuration, I have selected “Attach Documents from Salesforce record”. I am selecting a record with files and click the “Send DocuSign” button. I get an error “At least one document is required”. What am I missing?

10 hours ago

mcanizalesNewcomer

asked in APIs and SDKs

SMS Authentication Phone Number Validation

Is there any kind of data validation on the DocuSign side for the EnvelopeRecipient smsAuthentication.senderProvidedNumbers array? Does this field assume the values in the senderProvidedNumbers array are valid phone numbers? We are working to support both international and domestic phone numbers, and wanted to know if there was any kind of formatting or other validation logic for this field, i.e. adding a “+” for international numbers, to account for.

10 hours ago

NDoNewcomer

asked in Signing

error message

error message :You have attempted to access a restricted URL. If you feel you have reached this page in error, please contact your internal system administrator . Transaction Id: 09bfb3b8-59db-4479-83aa-cb1978356951 Appears often, then I wait about 15 minutes or half an hour and everything is back to normal.Anybody knows what the problem is?

10 hours ago

Community UserLegacy User

asked in Templates

Can't Edit the content of my template after Save?

When I go to Edit my Template, the Edit option doesn't allow me to add additional fields or make any changes to the fields I already placed in the template. It only allows me to replace the doc or rename but not actually going back to the template and make the needed modification. Any idea what I'm doing wrong?

11 hours ago

jamicarpNewcomer

asked in Signing

email option for clients signing documents

I want an email option for when I send documents to my clients

11 hours ago

thomazsjNewcomer

asked in Configuration

Trial subscription on company email

I have created a Docusign account with my company email and signed up for a trial period.Later, my company registered my email to be on their paid subscription.However my email is still on the trial version. What should I do? Thank you

11 hours ago

IolyNewcomer

asked in Identify

Madagascar not listed in issuing country

I received a document and I have to register with my madagascar passport on my phone . The problem is Madagascar is not on the list of issuing countries. What can I do?

11 hours ago

Kristen SchipperNewcomer

asked in Configuration

Why does the "Correct" button disappear on a shared envelope that is also CC'ed to the person the envelope was shared with?

We had an issue where we were trying to cover for someone who is out of the office on an envelope that they had shared with both me and my coworker, so that we could cover for them. My co-worker didn’t have a “Correct” button on the shared envelope. And I did. My co-worker and I have the same configuration in every way. The only difference was that she was CC’ed on the specific envelope, and I wasn’t. If anything, I would think the CC would give her MORE access vs. take away a “Correct” button. Problem solved now, and the right contract is routing because I still had the “Correct” button and could fix it. But we’re trying to figure out why my coworker’s “shared” view would look different than mine just because she was CC’ed on the envelope? That seems very weird.

11 hours ago

Heather GillNewcomer

asked in Templates

Copying & Pasting Forms from/to existing templates

I have an existing template to which I have added a new form with numerous fields. I would like to just copy this new form from the template I’ve already added it to and paste it into another already existing template. This would be much easier than recreating the form and all the fields. Is there a way to do this? I’ve tried everything I can think of.

11 hours ago

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