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

1 month ago

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jayrichNewcomer

asked in eSignature

bug : DocuSign University popup cards incorrect ?

I think the first and last index popups are reversed here Lesson 3 of 9 Docusign Integrations

192

3 days ago

Omkar_NaikNewcomer

asked in eSignature

Do i need docusign license for signing document?

Do i need docusign license for signing document?i know License is needed to send documents out for signature.

131

3 days ago

Jetson324Newcomer

asked in CLM

Can't download completed documents.

Getting this message in a white window:{"errorCode":"RECIPIENT_AUTHENTICATION_REQUIRED","message":"Recipient has not passed authentication steps."}

7109

3 days ago

T.StaubNewcomer

Please make the Signature Field representative of the space it will occupy when signedNew

It’s unfathomable to me that a product as developed as DocuSign has you place a signature field in a document without showing you how much space the signed field will occupy.The variety of documents I work with precludes me from using templates, so I manually place all signature fields. Out of necessity, I've gotten decent at predicting how far above the signature line to put the field, but it’s a bit silly that I’ve had to learn this trick.I have lost dozens of hours of productivity clicking on the document Preview only to find that I need to move the signature field up about 10 pixels so the signature, reason, time, and verification number won’t overlap with the signature line and title.I’m no UX designer, but this ought to be a trivially easy change. Instead of the Signature field being an arbitrarily sized box, make the box the exact dimensions that the field will be once it’s signed.

3 days ago

Jeremie LCNewcomer

asked in eSignature

Is it possible to sign a document at a given time, then edit a secition of the signed document and submit it for final apprval?

Hi all, We are using a particular document in which there is an initial section that should be filled and signed by a set of individuals. Following the completion of the work described in this first section, the document must be updated with results and this final document is submitted for closure/final approval. The document template is currently a Word document. When we submit the document to Docusign for the first set of signatures, it will generate the PDF with signatures. Is there a way to have this PDF editatble for the second section (where some results are recorded) and the submitted again for the second set if signatures? Thank you!

162

3 days ago

borkodNewcomer

asked in eSignature

Access expired link for a document I did not sign

Last year, I was sent a link to sign a document. I did not sign the document. The link has since expired.Is there a way to access the original document that I was sent to sign?I’ve tried a few methods already:Link Using the security access code I created a DocuSign account with the same email that I received the link to, but I still don’t see any documents in my inbox / account I’ve also tried opening a support case, but I believe that is for paying customers. I received a log-in error trying to access the support portal.I am wondering if there is a way to access the original document I was sent to sign even though I never did sign it?Any help would be appreciated.Thank you in advance.

623

3 days ago

TaoNewcomer

asked in General

I can not find my signed document

I can not find my signed document in the docusign mailbox. I have two signed document, one I can still access throught security code, another one I totally lost, how can I get the document ?

143

3 days ago

KomPNewcomer

asked in Salesforce

Salesforce Integration Price

I see “Docusign eSignature for Salesforce” listed on salesforce appexchange for 30 USD/User/Month If I already use both Docusign and Salesforce, do I have to pay this 30 USD/User/Month additional to what I already paid?

272

3 days ago

BMeuretNewcomer

asked in eSignature

Invalid Phone Number error - NO Phone number field included

I have prepared a document to send with 11 different signers. I am NOT sending any SMS (started to do this but didn’t realize there was a limit to how many could be sent this way). I went back and deleted each that had a phone number and re-entered their information with e-mails alone. When I try to SEND I keep getting the following error message:Phone Number is invalid. Country ID is missing. Recipient ID 21515681Can someone please tell me how to clear this error message?Thank You so much for your time and help

522

3 days ago

thoveyNewcomer

asked in eSignature

Updated Email Address

Hi. I recently asked my CFO and Treasurer to update their DocuSign email address to our company’s new email extension. They now have no access to their signed documents. If they kept the same account and only updated email address in profile, why aren’t they able to see their signed documents? Is there a way for them to gain access to them? Any guidance would be greatly appreciated.Thanks,Tammy

252

3 days ago

Desert DocsNewcomer

asked in eSignature

Documents that are not saved

I am noticing that some previous completed documents are saved in DocuSign and others are not. Can someone help me with what causes that and how I can ensure the documents will be saved in Docusign?Thanks so much🙂

114

3 days ago

Jordan.BanksNewcomer

asked in Microsoft

Completed Document not found in SharePoint

I’m receiving an error trying to store document using the archive to SP library rule. {"entries":[],"errors":[{"reason":"UNKNOWN_SYSTEM_ERROR","errorBody":{},"name":"ArchiveSystemError"}]}I’m try to store a PDF.The connection account has full permissions to the library.

132

3 days ago

FormWizardNewcomer

See Signing Groups by UserNew

I have 200+ signing groups. If someone switches roles within the organization and happens to be a signer, it causes a ton of work, because I have to guess which signing groups they’re a member of.I can’t look up a user and see all of their signing groups, only look at every single signing group from that department one by one and check if the user is part of it to remove the user one by one from signing groups. I’d love this to be like shared access, and I see Signing Groups on the User’s profile.

3 days ago

SayedNew Voice

asked in eSignature

Signing enquiry

Could you add a signer in the signing order to download the contract and sign it manually? One of our external partners prefers a manual process for security reasons. Additionally, could you advise on the correct settings to apply for this adjustment?

2772

3 days ago

Kgreene116Newcomer

asked in eSignature

Help understanding the free account

I do not need to use this application for anything but having my customer’s sign estimates. Do I have to have a paid account to do this?

203

3 days ago

amy.baxterDocusign Employee

published in Tips from Docusign

“X” Marks the Spot: Docusign Support and Resource Site Map

Do you know where to find Docusign’s real-time system status? Can you locate the training, enablement, and support articles you need to help Docusign usage expand within your business? The tables below list our top sites and a few links to their unique features. Explore each of the five sites to identify all of the invaluable resources each offers. 🎓 Docusign University (DSU) Site Description Notable Features Learning and enablement tools to build your Docusign skills. Docusign University Home Complimentary Webinars Learn by Role Certifications Template Library 💪 Docusign Support Center Site Description Notable Features A one-stop shop for finding information about Docusign products and connecting with our support teams. Docusign Support Center Home Release Notes Troubleshooting Contact Support ✅ Docusign Trust Center Site Description Notable Features Your source for Docu

180

3 days ago

Christian.AntonioNewcomer

asked in CLM

How to iterate data inside the TableRow in Workflow?

Hello everyone.I need to manipulate the ‘Estimated_Date_of_Arrival’ value. How can I iterate thru the table and update each date value? Please see the Template and output below.Any help is greatly appreciated. Here is my Template Product(s) Estimated Date of Arrival <# <TableRow Select="//Product_Table" TrackName="Product_Table" /> #> <# <Content Select="./Product_Number" TrackName="Product_Number" Optional="true"/> #> <# <Content Select="./Estimated_Date_of_Arrival" TrackName="Estimated_Date_of_Arrival" Optional="true"/> #> Below is the document output after the Workflow is Completed Product(s) Estimated Date of Arrival Product 1 1/1/2024 Product 2 1/10/20204

230

3 days ago

FormWizardNewcomer

Warning Emails on DocuSign Connect FailuresNew

I recently had a DocuSign Connect fail for almost two months, but didn’t get an email notification until it reached “Active - Pending Deactivation” state, at which point it sent an email to say “Administrator Notification: Docusign Connect Configurations Pending Deactivation”. However, it didn’t send anything ahead of time to let me know it was in process of failing. Some digest email to warn me ahead of time would be very helpful.

3 days ago

MaxSFNewcomer

asked in Salesforce

Anchor text not working

Hi, I'm working in Salesforce. I have created a template with DocGen which has the value \s1\ in it. This should be the Anchor text tag to put the signing box in the document. However, when I'm in the singing process, the box doesn't appear when I'm in the “Prepare & Send’ stage. I still see \s1\ in the document. We want to create a dynamic document where we can completely automate the process of signing. So when the document is ready we want to upload it and the signing box should appear with the anchor text.Does somebody now a fix?Thanks in advance!

3 days ago

grid.onlineNewcomer

asked in eSignature

Payments problem

Hey there!I've been trying to pay repeatedly for my docusign plan for two weeks now. Unfortunately, I can't process the payment, but my bank couldn't tell me where the problem is. It is said that the payment is with the supplier's payment gateway.I'm trying to get somewhere through docusign support, but it's completely useless... I need to write to someone, the bot is of no use to me.Does anyone know what to do please?Tomas

341

3 days ago

DC3ITNewcomer

Allow Shadow DOM support on the Document Preview ScreenNew

Much like LWC for Salesforce, allow the functionality to inject custom HTML, CSS, and JavaScript into the Document Preview page such that it can be extended for customer use cases where they seek additional functionality that DocuSign does not natively support.For example, it would be transformative to permit HTML5 tagging, CSS, and JavaScript to appear in the instructions portion of human steps to create a better experience for the user with help text and data from internal and external APIs to show information in real time in the document preview for a one stop shop.The UI/UX of the document preview is so locked down and the instructions property only supports HTML 2.0 tagging at best that the ability for a user to distinguish where they are in the workflow along with other relevant data that could aid in their human decision making is not available to help.Greater customization can help users find their way more efficiently and effectively. Using the Shadow DOM like the LWC approac

3 days ago

lia.aNewcomer

asked in eSignature

DocuSign Elastic Templates

Hello community, We have encountered some issues while trying to set up the Elastic Templates for TOU purposes inside our company. We couldn’t find enough documentation to work with some of the things that we need, for example: We are working with a lot of international clients, so we need to have multiple TOU versions for different languages.How can we create different templates for different languages? I read about API variables but these don't change the text of the buttons (Agree and Disagree) or the Agreement Statement Texts. Also the most annoying thing is the text saying "Additionally, I certify I have read and agree to the Electronic Record and Signature Disclosure.", how can we translate this in different languages? Thank you very much!

403

3 days ago

Niki MehtaNewcomer

asked in Microsoft

Developer Account Connection Failure in Power Automate Flow for D365

I am experiencing issues with my developer account while trying to connect it to Power Automate flow in D365.

683

3 days ago

Alekhya ArigelaNewcomer

asked in Salesforce

Unable to read DocuSign Envelope Recipient Status records from Salesforce Record triggered flow

Hi,Is it possible to trigger events based on a specific recipient signing the envelope (DocuSign eSignature for Salesforce)?Example: Contract goes to two people a) Client b) Sales ManagerUpdate a salesforce field as soon as the client signs, even though the envelope is not complete. I tried with a salesforce record triggered flow to see if there is any update to the DocuSign Recipient Status record. And a decision to check the Routing order and the Status. So that, I can perform my logic to update the field based on the decision outcome.But somehow it does not work. Can anyone please help me on this? Appreciate your support on this. Thanks!

314

3 days ago

FilledeLoupNewcomer

asked in eSignature

Automatic signing for 600 documents

Hello DocuSign Community,I have an user case and I’m not sure if is handable easily. I want to send 300 envelops to 300 different recipients. Each envelop will contain 2 documents, pretty the same base but with some differences inside, depending on the recipient. Our Sales Responsible needs to sign those 600 documents (or 300 if we consider that signing once in the envelop signs for all the documents) and it’s a huge thing to ask him. Is there a solution to make his task easier ? Thank you !

3 days ago

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