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

1 month ago

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TeichNewcomer

asked in eSignature

Hide the Envelope Type Feature

Is there a way to hide the Envelope Type Feature?

142

23 days ago

cswicegoNewcomer

asked in Web Forms

Webforms Bypass signature

When I send the webform link to myself, I complete the webform and DocuSign takes me to the template email to sign.I have turned off Initiate signing session from email. DocuSign still takes me to the email.Any help would be appreciated.Regards Carol-Lynn

102

23 days ago

Steve_BascheNewcomer

asked in eSignature

Not All OneDrive folders display

When I try to upload a document from OneDrive, not all of my OneDrive folders come up as options. Any suggestions?

102

23 days ago

Frederic.PoliNewcomer

asked in eSignature

ID verification for Qualified signature

Hello, For an ID verification for a Qualified signature, what days and time can this take place?I cannot find the information on the websiteThank you in advance

124

23 days ago

Isuri RanaweeraNewcomer

asked in eSignature

Voide Envelops

Is there a way to find users who voided envelops?

Rod324234Newcomer

Why is removing frame disabled?

gemyNewcomer

Hello, I didn’t have an account before and I received an email with a contract that needs signing. I entered my name and initials but there’s a typo in my name and I need to change the name and initials. There’s no option to change and i need to solve this ASAP. How can I do this?

244

23 days ago

Jamie.Rush.LMNewcomer

asked in eSignature

Email Signing Reminders Being Sent After Signing Completed

Hello,We are recently experiencing an issue where after an individual has signed the package the are repeatedly receiving email notifications to sign the package. When they open the email, it shows that they have already signed, and I can see from my end that the signing was completed prior to them being sent the new reminder. This issue has only come up in the last week, no settings have been changed in our Admin account. Any suggestions?

844

23 days ago

MattiaZoppiNewcomer

asked in eSignature

signe document before scheduling it

I have a document which has to be signed from me and other two persons but I want to schedule the sending date and time. Is it possible to signe the document before I schedule it?

522

23 days ago

NaveenMadhav_DiviNewcomer

asked in Salesforce

Lookup filters on Standard lookup field in Managed Package

“ I want to display Account related Opportunities on DocuSign Status object “ I want know that Can we create Lookup filters on Standard lookup filed in managed package. I have created Custom Lookup filed to meet this criteria except this there is any way to meet this criteria. Thanks In Advance.

174

23 days ago

prodivelanzaroteNewcomer

asked in eSignature

DocuSign link instead of email for editable PDF forms

Hello, In our business, we need to send the same form to individual customers. Given the fast paced nature of our job, we need to be able to send this as a link that opens the editable PDF form and the customers are able to submit the form capturing their email address as well. Is there a way to make this happen with DocuSign, instead of having to send the document via email to the customers? Let me know if it needs more clarification. Thank you in advance for your time and help!

172

23 days ago

jgmasoneNewcomer

asked in eSignature

short term lease agreement template: recipient added information requested, don't I need to sign off on it to ensure it's correct?

I am BRAND NEW to this. I’ve only used DS for signing things. I have a couple of short term rental properties that I would love to use DS/lease templates for. I don’t understand a couple of things. Template is made (by me, not with DS template) with spaces for modifications. I will need to change name, dates, etc. every time I send a new lease out (frequently). How do I make these changes in the template so that my lease agreement reflects the current lease/tenant information? If I “tag” blank spaces to be filled out by recipients, don’t I need to be able to view this information before I sign off on it? I would need to be able to do that. I would prefer to fill this information out myself (name of tenant and check-in/out dates of agreement. Can I do that within the app? Thank you!

254

23 days ago

liz789Newcomer

asked in eSignature

Remove red text box outlines

When clients complete our Docusign, they see the text boxes outlined in red. We want to remove this and have a text box with no outline for them, so they can see it how it looks in the final downloaded document. Is this possible?

BirgitteNewcomer

HiI have 3 documents that has been signed by everyone except 1 person, and now they are listed as voided.How can I re-instate the document and make sure the signatures already on there are kept, so that I only need to send to that 1 person who is missing? Thanks

512

23 days ago

Fundraising1868Newcomer

asked in eSignature

Docusign wants me to add fields but I thought I added them?

Hi, Any help you all can offer is greatly appreciated. I have a document I made in canva and uploaded to docusign to send out to 35 people. I added signature field and date signed fields to each recipient but its still saying that I need to add field to send them out. Are there any ideas for what I could be missing?

23 days ago

Will123Newcomer

asked in eSignature

Cant Access Signed Document

I recently signed an offer letter and am trying to access the signed document. It is not located in the “Completed” section of the Envelopes tab or anywhere else under the Agreements section. I went back to the original email I received when signing the document but the link was expired so I was only able to request a new link or log in. I logged in again but there was still no document. I requested a new link and it indicated that a new link was sent but I never received it. I checked Spam and everywhere else but did not receive a new link.

MarthageNewcomer

How do I send an envelope to 3 attorneys who can sign the agreement but also send it to their clients for signature in a specified signature box?

23 days ago

RolfMuellerNewcomer

asked in eSignature

Export signatures as .svg files

Hi, Forgive me if this has been covered before, I am a beginner and have looked around to the best of my ability. We are implementing an new CRM system, DocuSign is part of that implementation. We frequently send letters that should be signed automatically with the authors signature. The CRM system is capable of doing this if we provide the signatures in .svg file format. I would like to know how exactly I can utilise DocuSign to capture 200+ signatures, extract and store them in a format that I can then convert to .svg. I believe we have an enterprise license for DocuSign. Any help or guidance would be much appreciated. Thank you Rolf

524

23 days ago

F GuideroNewcomer

asked in eSignature

Adding fields for 8 recipients

Hello, I am sending the same envelope to 8 recipients. On Add Fields, I have added the fields for recipient one, who is in yellow. When I select recipient two from the drop down menu on the left to add their fields, their color is blue. On their form, however, I still see yellow fields from recipient one. Am I supposed to add the blue fields next to/on top of recipient one’s fields? I have 8 to add and I don’t see where these will all fit, but right now every color of field is on every recipient’s page. And if I delete a field (recipient one’s signature field, for example,) it deletes from all the pages. I’m just trying to understand if I’m supposed to see everyone’s fields on everyone’s pages, or if their separate pages should have only their color on there. I hope this is making sense. THANK YOU.

244

23 days ago

sparkNewcomer

asked in eSignature

What happens if 1) you send an agreement out for signatures, 2) you sign that sent agreement but then 3) you void the agreement and the counterparty printed out the copy we signed?

What happens if 1) you send an agreement out for signatures, 2) you sign that sent agreement and the counterparty printed out the copy that’s signed by one side, but then 3) you void the agreement? What happens if the counterparty printed out the copy we signed (so after step 2 but before step 3) and subsequently signs that physical copy? Would the "Voiding" language in DocuSign make the counterparty signing a printed copy void?

132

23 days ago

Marco001Newcomer

asked in eSignature

Absolutely terrible support experience from Docusign!

Hi,Several weeks ago, I submitted case 14109467 and requested a reduction in the number of seats on my account subscription renewal for Sept 2024–Sept 2025 from 3 to 2, so I would pay 600 USD instead of 900 USD. I received confirmation that the seats on my account were reduced from 3 to 2, and my updated outstanding balance was 600 USD. I have since paid the 600 USD.However, a few days ago, I received multiple requests from DocuSign to pay an additional 300 USD, and my account was subsequently suspended. I then submitted case 14188043 regarding this issue. Every day, a different “expert” from DocuSign assured me that my issue was resolved, but my account remains suspended. Each day, a new “expert” was assigned to my case, and I had to explain the situation from the beginning. Each of these “experts” falsely claimed that everything was sorted, yet my account is still suspended.I have never experienced such an unprofessional and ineffective support experience in my life!

573

23 days ago

GaranjosNewcomer

asked in DocGen

Word based template : Blank page instead of hidden condtionnal content

Hi everyone,In my DocGen word based template, I use some conditionnal display for some appendices of my document.I recently add some sections into my document to have few pages in landscape display. But now when the match is true, everything is display correctly and when the match is false, instead of my content remaining hidden, a blank page takes its place.To be more precise, between my matching condition and my endcondtionnal, I used “Next page” elements to separate my landscape page from my portrait pages. I tried with the “continuous” element but it didn’t work well after generation. Because it’s the only real difference with my previous version without “blank pages”, it seems that it came from the “next pages” elements, as if the next page element was out of my condtionnal display, but I don’t find any other solution for the landscaped pages. Do you have any idea how to fix this ? thanks in advance Stan

396

23 days ago

Kamila.SikoraNewcomer

asked in eSignature

Custom Field font size

Is there a way to create Custom Field where you can format with a font size higher than 72 ?? Ideally I am looking at between 150 and 200. Also being able to center the text would be useful.

172

23 days ago

Robert S.Observer

asked in eSignature

Max Recipients Exceeded on Pro Account

Hi,I’m getting an error stating I have exceeded the maximum number of recipients on an envelope despite the number being below the allowed threshold. Specifically, I have 26 recips on a single envelope and this is being created on an eSignature Business Pro plan. This should allow for 99 recipients, right? We’ve created many envelopes with a similar number of recips previously but have never encountered a problem. Recips are configured to receive the request by email, not SMS, if that matters. Any thoughts? Thanks for any help.

162

23 days ago

GodsmarkNewcomer

asked in eSignature

Old email receiving code for login

Hi, I recently merged with another company, got a new email and after a year shut down the old address. When I login to Docusign to retrieve old documents the verification code is being sent to the old email which is now inoperative. Is there a way of accessing my account and changing the email address?

392

23 days ago

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