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

1 month ago

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RueNewcomer

asked in eSignature

BUlk mail

How do I fill out the bulk mail templetes?

17 days ago

gregham22Newcomer

asked in eSignature

Archie paper questions

im trying to find out if all previously signed forms are saved (archived) in the DocuSign program?

17 days ago

Jason MObserver

asked in eSignature

Multiples Signatures and Audit Trail

We have a number of senior stakeholders who need to be able to sign documents as themselves and on behalf of the company.We know we can create multiple signatures so each has a unique name AND the same secondary signature I.E. Jim Smith and Joe Bloggs Inc. Another partner will have Chris Adams and Joe Bloggs Inc.How do we select which signature is used when signing? Does the system track which individual signed on behalf of the company in the Certificate of Completion I.E. does it know it was Jim using Joe Bloggs Inc and not Chris? Can we make a system level signature that all affected individuals can access without all logging into the same account I.E a shared signature?Any assistance greatly received.Jason

162

17 days ago

Sobana.vasudevanNewcomer

asked in Microsoft

sharepoint sites using docusign

Hi Team how can i get share point sites names in my organization which has docsign added

lg125689Newcomer

Is it possible to create envelope templates that have dynamic field sizes? For example, we have templates with static (text) field sizes that can include anywhere between a sentence and a full page of text. Using a static field thus can cause issues because the size is too small or otherwise too large (large blank spaces). Appreciate any ideas/suggestions.

102

17 days ago

ndanelukNewcomer

asked in General

Print Driver 3 Install on Snapdragon CPU

Hi there, I am attempting to install the DocuSign Print Driver 3 on my Microsoft Surface Laptop 7. When I run the installer, it seems almost to finish installing but then displays an error message as seen in the attached photo.I’m able to run the same install file on another Microsoft Surface Laptop 5 without any issues. The only difference is on the Microsoft Surface Laptop 7, I have new Snapdragon CPU.

140

17 days ago

Hel.JohnoNewcomer

asked in eSignature

Issue with Data Labels

Hi All,Thank you in advance for any help.I am wanting to create formulas for calculating certain fields, and I know how to do that, but my issue is, I am giving my data labels a unique name, but when I go to create the formula, the data label isn’t always there. Some appear, some don’t. I may have to edit the name several times before I can see it in the list to add to the formula. Am I doing something wrong?

Sharing signed document verification

After Android Docusign app shares a document that was signed and supposedly sent to a specific email address you inserted, how do you know that it was sent and received by that person? I received my copy, but can not tell if a copy was shared to the other individual.

162

18 days ago

akaneNewcomer

asked in CLM

How use variable to set multiple document metadata attributes for review in a review step

Hey everyone,I’m trying to understand how to use a variable to assign multiple document metadata attributes for review in a CLM review step. Here’s my scenario:I have ~30 different documents that share some attributes but not others. For instance, Doc A has Effective Date and Cost that need to be reviewed and Doc B has Effective Date and Contract Duration that need to be reviewed. The thing is, all the documents follow roughly the same review and approval process. As such, I’m trying to create a utility subflow for review/approval that can be leveraged by every document. However, this requires that I can pass the subflow the attributes for review in variable form so they can be dynamically set. Otherwise I will need a huge decision point within the subflow to dictate which document metadata needs to be reviewed, which basically eliminates the value of the subflow. I’ve searched around including trying to follow the guidance here that “when using a variable, separate with #.# .Example:

291

18 days ago

SaravanaPrasannaNewcomer

asked in Financial Services Industry Group

Template configurations

Hi I have a couple of questions related to Is it possible to use same template to dynamically switch within signers as per the below scenarios. Only signer A needs to sign Only signer B needs to sign Both signer A & B needs to sign (Note: Individual templates with one and 2 members as tested that works fine).Can we hide email id of applicant from each other? (Note: Observed email id is visible upon hovering on applicant’s signature)

272

18 days ago

amy.RedCrossNewcomer

asked in eSignature API

Where to find Running User?

As a DocuSign Admin, I'm trying to update the API Username (running user) for our Salesforce integration. Previously, my work email was set as the running user, which we want to change to a dedicated service account email. However, the DocuSign interface has been updated, and I can't locate this setting anymore. Can someone guide me to where I can find and update the API Username or running user for our Salesforce integration in the current DocuSign admin interface?

172

18 days ago

sofian_solusignTroubleshooter

posted in General

How does Docusign Pricing and Plans Work?

Hi! I just published a new YouTube video on choosing the best Docusign plan for your business.You’ll understand each Docusign plan, its pricing, features, and add-ons to make the right choice, whether you need basic signatures or advanced automation. You can find it here: Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

200

18 days ago

jjammieNewcomer

asked in Web Forms

Embed a Web Form on Wordpress

I created multiple web forms. I want to embed them on my wordpress site as described here https://support.docusign.com/s/document-item?language=en_US&bundleId=gmi1660583110357&topicId=toa1706208825804.html&_LANG=enus I have not found any information, videos, or steps on how to do this. Can someone steps or information. Thanks

592

18 days ago

EJloveshomecareNewcomer

asked in eSignature

Emailing a Docusign

I am trying to send a docusign to a staffmember. It goes to the companies email but it does not send to the staffmember. Can you tell me what I am doing wrong? Thank you!!

ArkkosoftNewcomer

Hi all;Has anyone had issues signing documents? In my case, I created the envelope and then when I’m about to sign the document, it doesn’t displays.Can someone give me a hint or support on how to solve this?Thanks!!

282

18 days ago

Christophe VNewcomer

asked in Docusign Community Club

confidentiality

hi,I’d like to know if Docusign can use the data that appear on the documents that I sign via the Docusign platform.Thank you Christophe

694

18 days ago

itstuffNewcomer

asked in eSignature

Cannot change initial

About a month ago, I accidentally entered a wrong initial for a document and finished it. The sender sent another document at that time, but it did not let me change my initial. I have already made sure my initial is correct in my account profile. Today, the sender send another document, but I still cannot change my initial. It only gives the option Resize and Clear. Can you please help fixing the initial on my account? Thank you.

234

18 days ago

Aaron WiseObserver

asked in Docusign Admin

SSO - Demo Organization/Account

I’m getting ready to impliment SSO and they mention a demo organization. I can’t figure out how to create a demo organization that is linked to my real organization. I want to link our domian and SSO (Azure) only once.

18 days ago

brookejacksonNewcomer

asked in eSignature

Best course of action for asking for yearly updates?

What is the best option for having a document updated yearly? I have a group of individuals who have already filled out/signed the document, but I need them to go in every year or so and make any updates to their circumstances in the document. Is it best to just send a new one along? Or should I copy the old one and then re-send? TYIA!

162

18 days ago

DmagerdavedspNewcomer

asked in eSignature

I have a partnership agreement that all partners need ro sign

So I have a partnership agreement that 180 partners need to sign. They all need to sign the same knw. So 180 signatures on a single document. What's the easiest way to set that up? I assume bulk upload? The Excel file has their name, email, and they are in the order they need to sign. The document has a line where each partner needs to sign. It's basically about 20 blank pages with blank lines. Would I put a name field and a signature field on each line? Do I label the data property on each signature field and name field? Just curious how k would set that up on the PDF and then the csv file Thanks!

ClaireTunNewcomer

I’ve recently setup DocuSign for SharePoint on a site and turned on the option to “copy metadata”. I have noticed that when the document is signed the metadata is not being copied. What am I doing wrong? I assumed that copy metadata meant that any custom columns in the library that contain metadata on the document would be filled in on the signed version of the document too? I have the option to Store as a new document on.

214

18 days ago

K.FosterNewcomer

asked in Docusign Admin

Accessing others' custom reports - eSignature

I am currently trying to do a handover with custom reports I made so that others in my team (one with admin access and the other with limited admin access to reports) can access it, continue using the data being reported, and play around with filters for ad hoc reports.I know that I can schedule reports, but I was wondering if they can just access what I made directly on the site. I can see that there is a solution to the CLM instance of DocuSign, but I couldn’t see it for e-Signature.At the moment, the only solution I can think of is building reports for each account. This is doable, but it’s not my ideal sustainable solution.

813

18 days ago

Ana.NeaguNewcomer

asked in Workday

Link account to organization account

Hello,We have a DocuSign account we use for an eSignatures integration in Workday and it is not linked to the organization account. I have been asked to link our HR account to the Organization account and I am not sure whether this will impact the integration we have set up on this account.Does anyone know if linking 2 corporate accounts has any impact on integrations?Thanks,Ana

282

18 days ago

Erik.EngelstadDocusign Employee

published in Tips from Docusign

Trainer Tip: How to use the Approve and Decline fields in eSignature

Have you ever needed an envelope recipient to approve or decline a document without the need to have their signature or initial visible on the document itself ? In that case, the Approve and Decline fields are just what you want ! If the recipient clicks the Approve field, that person is considered to have signed the document and whilst no information appears on the document itself, it is recorded as a signature in the envelope’s history. Similarly, the Decline field allows the recipient to decline signing.Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how these fields can be used. Key Take-aways:Approve or decline documents in an envelope without placing a signature or initials on the document. Selecting Approve signifies the recipient has signed. It doesn’t add information to the document but records an "Approved" action in the Document history. The Decline field functions such as Decline to Sign. The recipient must provide a reason for decl

1620

18 days ago

NoorNewcomer

asked in eSignature

Change of Designation

Hi, Once in Docusign how do I change a designation of a person that was inserted incorrectly

755

18 days ago

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