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

1 month ago

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Benjamin SchaeferNewcomer

asked in eSignature

Sign of using PDF scanned document

Hi there, I have a rather unusual question. I sent a document to a customer for signature an recieved a scanned PDF document with a handwritten signature besides my digital signature coming from docusign. Is it possible to upload this to the envelope, or do I definitely have to ask the customer to use the digital signing process. Best RegardsBen

19 hours ago

breynctzaNewcomer

asked in eSignature

You're done! want to sign another document? Order of next document

When signing a document the next document that is proposed is the most recent one to be approved however I would prefer to have the oldest one be proposed. Can this setting be changed? Reason being is if you’re always signing the most recent - the older ones will keep getting pushed out. First is first out. not last in first out

20 hours ago

nanduNewcomer

asked in Go-live

We submitted the app and integration for go-live a week ago, but it is still showing as 'Pending Approval.

We have successfully sent 20 API calls, submitted them for review, and marked the first task as complete. However, after submitting for go-live, it is still showing as 'Pending Approval.' Is there anything we need to do to expedite the approval process?

602

20 hours ago

Christina GriffithNew Voice

posted in Financial Services Industry Group

November Peer Group Presentation on Web Forms

Hello! It was a pleasure presenting the HWB Web Form Journey to the group! 😊 I’ve provided the video of the presentation for you all in this post. If you have any questions, I would be happy to answer them. Have a great day! This presentation is intended solely for the use of the peer group and is not to be reproduced, presented, or published outside of this group. Docusign does not claim ownership of the content within this presentation.

283

20 hours ago

MoniqueNewcomer

asked in eSignature API

Envelopes disappear

Yesterday I corrected an Envelope. After I re-sent, it disappeared. I’ve logged a case and explained 4 times that I've searched in every folder I can and used every search filter available. I keep on getting a response to search in a different folder, even though I keep on explaining that I already did the search. No one is helping, they just tell me to do what I already did.

21 hours ago

Mike BeveridgeNew Voice

asked in eSignature

Shared access for Reactivated user?

Hi Community….hope you’re having a decent week. QQ - I’ve noticed that if had a user (lets call them User 1)….and they had shared access to user 2...if I close then reactivate User 1 - that user still has shared access to user 2?!….seems like a bug as I would have thought when you Close a user - any / all shared access is revoked by design, and would have to be set up again (post reactivation) ? Any help much appreciated. Thanks, Mike

21 hours ago

GregorNewcomer

asked in eSignature

NEW selections for Authentication since today and repeated authentication für Initials on each page ;-(

Dear support,Dear DocuSign community, I am struggling with some new features in DocuSign which I noticed today and for which I need a recommendation or solution:a. in the past I had 3 options for signing an envelopenow I have 5 (which one to use is now more complex as I have several partners who accept DocuSign but do not have an account) When I initiated the signage process in the past, I could just put my initials on each page of the doc and sign with the SMS → NOW DocuSign asks on each page for 1) the purpose of the initials and 2) the Authentication (that is wired and exhausting - please help) Thank you very much for your support!

120

23 hours ago

Caroline30Newcomer

asked in Docusign Admin

phone number or email address

I want to email or speak to someone regarding our account but cannot find a contact number/email. Please can someone reach out confirming how I can contact DocuSign direct.Thank you

23 hours ago

bhoward31Newcomer

asked in eSignature API

Create a In Person Signer with an Unknown name

Hello,So I got the API integration almost working perfectly, just one hangup which I hope I’m just missing a setting somewhere.I’d like to setup an In-Person Signer but without their name pre-filled. We are delivering goods to a company, so we know the company name and general email inbox to send the documents. We just don’t know who is going to be there to receive the goods, could be John Smith, Jack or Jane Doe. The In Person Signer is able to change to their name when signing, but would be nicer to have it already blank.How can we accomplish this? Thanks,Brian

121

1 day ago

gamalghazyNewcomer

asked in eSignature

Can Customer Sign First before my company signatory

I wanted to check if it is possible to have the client Sign first before our Company signatory will sign?

1 day ago

colmbyrneNewcomer

asked in CLM

CLM - Scheduled Report - Send via sFTP ?

Wondering if there is a possibility in CLM to schedule a report to run on a particular cadence and instead of sending to recipients via email to have it FTP’ed to a target destination.Thanks in advance.

1 day ago

colmbyrneNewcomer

asked in CLM

CLM - PowerBI

Hi there.Finding Reports in CLM to be pretty basic, I’m curious if others have experience of building/developing custom apps to pull out data (including Attributes) and push to PowerBI. Thoughts on this ? Best approach ?ThanksColm

1 day ago

Christos MouskosNewcomer

asked in eSignature

Can you transfer Envelopes across Sites?

Hello,Is there a way to transfer envelopes between Accounts in different Sites?e.g. from an Account in NA1 to an Account in NA2Thanks in advance!

252

1 day ago

PatrickoAUSNewcomer

asked in eSignature

Completed Documents Not visible in Completed Document Box

Hi,I’ve just received confirmation of completion of the Documents and want to download, but the completed documents are not showing up in the completed box.

1 day ago

mehul.shahNewcomer

asked in DocGen

Conditionally show a radio button group to recipient depending on merge field value

Hello, I’ve a couple of merge / sender fields created on the template.I want to show radio buttons to the recipient if one of the merge field value is true, else hide the radio button from the user.How to achieve this ?Conditional fields is not serving the purpose.TIA!Regards,Mehul Shah

1 day ago

globetax-devNewcomer

asked in eSignature

Agreen and Continue popup broken "Other Actions" in Chrome

This is the issue - It does not happen in Edge ? Any ideas - this is since the recent update DocuSign published. As you can see we are using Focused view embedded signing.Apart from the bug, like someone else asked in “New modal appear in the iframe” question, we understood the behavior about this popup only happens once per “Recipient/Signer”, similarly to Adopt a signature. Once agreed to this once per email address, it does not happen for subsequent envelopes to that person. Can you confirm? Also the answer in that question I mentioned does not really satisfy the question - can you elaborate of the intent. Personally, it feels right to a degree because you do have these Other options. But if you have signed something on behalf of say, abc@mail.com recipient, then do it again - you wont see this popup and thus cannot decline or finish later from a focused view (I am sure you are aware and one would have to add a Decline tag in the document which isn’t documented anywhere last time I

101

1 day ago

AntoineNewcomer

asked in eSignature API

DocusignDate format

Hello,I’m currently sending some documents to be signed in french language.I have templates host in my api resources in HTML format. I use openhtmltoolpdf to format my html documents as pdf. My freemarker templates contain some form fields to enable recipients to fill all the info with any PDF reader.I use some DocusignDate and the html attribute data-pdf-form-field="true" then request docusign to transform the pdf fields with transformPdfFields.The recipients receive the form well formatted except the date fields.When i change the regional settings of my admin account, the format of date fields is well updated but the validation is not working anymore. May anyone help me please ? Regards,Antoine

211

1 day ago

Steph_MNewcomer

asked in Legal Industry Group

Can a Retailer Fake a DocuSign Signed Contract?

I encountered an issue with an ADT sales contract. I know there was a problem with the original attempt to send me contracts because they only allowed one person (my deceased husband) as account owner. I now see a “signed” DocuSign contract with my name as the signer. I do not believe I ever signed this contract.How simple or easy is it for a retailer to sign a contract on someone else’s behalf? How does DocuSign ensure that signers are real?

296

1 day ago

Eddie_cHENNewcomer

asked in Japan User Group

文件儲存出現錯誤

如上述圖片，在按儲存的時候跳出，無法處理該問題進行下一步

130

1 day ago

tungleNewcomer

asked in Other

Integrate with Okta for SSO

Hi team, I’d like to integrate our DocuSign with Okta for SSO & provisioning/de-provisioning. I’ve gone through this docx: https://help.okta.com/en-us/content/topics/provisioning/docusign/docu-integrate.htm and I’d like to double-check with you again on this docx to be sure it is the correct & the latest one. Thank you !!!

1 day ago

Gabriel.HollandsworthCommunity Admin

published in Community Announcements

Upcoming Site Maintenance - 11/22/24 9:00 PM - 11/23/24 2:00 AM Pacific Time

On November 22 9:00 PM - November 23 2:00 AM Pacific Time, this site will be temporarily unavailable as important updates are made to ensuring the platform continues to serve your needs efficiently and effectively.During this period, you will not be able to access any forums, articles, or community resources. We appreciate your patience and understanding as we work behind the scenes to bring you an updated community experience. Thank you in advance for your understanding and cooperation. Thank you for being part of the Docusign Community!- Docusign Community Team

190

1 day ago

jmavNewcomer

asked in eSignature

People assigned 'receive a copy' are not getting it

I have to submit these docusigns signed by 1 person and 2 people receive copies. The 2 people who i have set as ‘receive a copy’ are not receiving them after the pdf is signed and dated. How can i fix this?

322

1 day ago

summercayNewcomer

asked in eSignature

Error downloading document "Recipient has not passed authentication steps"

I’m trying to download a signed document under my ID. It asked various security questions, and I apparently failed one of them so when I click on the download arrow next to the document I get the following message:{“errorCode”: “RECIPIENT_AUTHENTICATION_REQUIRED”,”message”:”Recipient has not passed authentication steps.”}I’m trying to find help on resolving this.Thank you so much in advance for the help.’Barbara

1 day ago

SueKNewcomer

asked in eSignature

PDF Document not applying template correctly

I have created a contract in PDF format. Every contract is for a different customer. The contract is partly populated from our database and partly completed with unique information in fillable areas and then saved. The contract is then uploaded into DocuSign and a template is applied. For some people this works perfectly, and all the fields are allocated the correct “initial/signature” spots. In all cases an initial pop-up window appears saying that “Form Fields were found” and once the template is applied, another pop-up appears saying “Template was successfully applied.” However, once we move to the contract itself, and the window below pops up with the option to “Keep PDF form data” and that is selected, we get a perfect contract, if this window does not pop up the initials/signatures are off to the right and aren’t lined up where they should be. I cannot find a solution to this problem online. I have looked at whether it is a difference between using Chrome or Edge and also

151

1 day ago

Community UserLegacy User

asked in Navigator API

What does the Navigator API beta consist of?

I have never participated in a Docusign API beta. How will this Navigator API beta work and what limitations should I expect?

1 day ago

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