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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

14 days ago

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Kelly.AmottNewcomer

asked in eSignature

Importing from Excel into DocuSign

I received a request\question from a user - “We are working on a project where we spend weeks and weeks copying information from Excel to DocuSign. We were hoping there is a better way”.I have a meeting with them to discuss the particulars but want to get ahead of the question.Is there a better way?

Moving templates from demo to production environment.

Are there any best practices/advice for moving templates from demo to production environment?

2023

11 days ago

Wendi BarkerNew Voice

asked in eSignature

Require recipients to agree to electronic signature each time

Hello everyone! Is there a way that we can force recipients to have to check the box agreeing to the electronic disclosure every time they receive an envelope. I am thinking it is the 3rd option below (first time viewing each time the recipient appears in the signing order) but when I read the description in the documentation the wording to me wasn’t clear if this will accomplish what we are wanting.

295

11 days ago

mkuceraNewcomer

asked in eSignature

present document based on contion

Hi, would it be possible to display a another document to the signer when they select yes for specific question? So the document will not be displayed by default but only when selected. I know how to create conditional field but I do not know how to attach the document to it from the envelope. Thank you in advance!

131

11 days ago

esolutionsNewcomer

asked in eSignature

Not able to access signed document

Hi, Last May, I have received a document to my email and signed the same. However today, when I try to login with that email docusign said I don’t have any account with that email address. So I created a free account with that emai and logged in. But I could not see any documents in that login. How to get my signed document?

467

11 days ago

Hengfeng GeRising Star

asked in General

update Docusign data residency. url in https://www.docusign.com/trust/privacy/data-mgmt-privacy

please update the link of DocuSign data residency:https://www.docusign.com/trust/privacy/data-mgmt-privacy FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.📊 DocuSign Community Leaderboard Top 5 contributor.🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

335

11 days ago

L.BourezNewcomer

Select All Templates in a folder to add to a single envelopeNew

It appears there is no “select all” option to add multiple templates to a single envelope without having to click on each template individually. In our use case we have multiple standard forms to complete but some scenarios exclude one or more of these forms - we’d like to be able to go into our “Standard Forms” folder, select all, and then remove the few outliers by deselecting them. There will always be fewer forms that aren’t sent so we would prefer to deselect 3 rather than select 20+ individually. I tried the keyboard shortcut of selecting the top template, holding shift and selecting the bottom template and this did work to select all if I was in the template screen. However, once I have them selected I can’t find a way to send an envelope from the template screen. The keyboard shortcut does not appear to work when I go into the Send an Envelope > User a Template screen. Is there a better way to handle this scenario?

11 days ago

BobJonesNewcomer

asked in CLM

Prefill eForm using "Full Page Fill Form" step in CLM

I’m presenting an eForm using the Docusign Full Page Fill Form step. But I’d like one the fields to be filled in with dynamic information (Ie. Workflow variable) from the workflow before presented to the user to complete. Does anyone know what step or process I can use to accomplish this? The Full Page Fill Form provides the ability to choose an eForm but I don’t know how to get the workflow variable data into one of the eForm fields. Thanks.

132

12 days ago

NoelleWNewcomer

asked in eSignature API

DocuSign access code prompt & signer fields don't appear when signer is added during the createSenderView step

Hi, all! I’m recently encountering an issue where the access code prompt isn’t appearing for signers that I add during the “CreateSenderView” step of my workflow. Workflow: Person A creates an envelope through an external DocuSign integration and adds Signer A as a recipient of said envelope. Person A proceeds to the sender’s view on the DocuSign site. (This is done using envelopesAPI()->createSenderView()) Person A adds a new signer, Signer B. Signer B is assigned an access code. Person A returns to the external DocuSign integration and creates a recipient view for Signer A to sign. (This is done using envelopesAPI()->createRecipientView()). Signer A is prompted to enter their access code, enters, and completes signing. Person A creates another recipient view for Signer B once Signer A has finished. Signer B is not prompted for an access code and doesn’t see the fields added for them to sign.Note: Person A is authenticated in this integration using OAuth and has a different em

355

12 days ago

Docusign CommunityCommunity Admin

published in Community Announcements

The Docusign Customer Awards Are Open for Nominations!

The annual Docusign Customer Awards are open for nominations! We’re honoring organizations and individuals who have leveraged the power of Docusign to achieve remarkable results. Winners will join us at Momentum 2025 in New York City to celebrate your achievements and give your organization the recognition it deserves.With six unique award categories ranging from agreement transformation to change champions, there’s a perfect fit for your achievements. If you’ve used Docusign solutions to spark positive change, streamline processes, or deliver exceptional outcomes, your story could inspire others and earn you a spot among this year’s winners.🎉 What’s in It for You? Recognition: Customer Awards recognize the success of customers around the globe. Celebrate your achievements with our network of more than 1.4 million customers, and give your team and organization the recognition they deserve. Celebration: As a Customer Award winner, you’ll take stage at Docusign Momentum 2025 to accept

290

12 days ago

gschultzNewcomer

posted in eSignature

Formulas in templates and impediments to advanced use cases

We are running into advanced use cases in which formulas values allow us to use conditional fields very efficiently. The use of formula fields is introducing impediments. For every template that has formula fields, the “Recipients can edit documents” option is locked and cannot be changed. If a template does not have formula fields, “Recipients can edit documents” option is not locked and can be changed We are now experiencing an issue in which when we have formula fields and “Recipients can edit documents” enabled, we get the error “Unable to create the envelope.” We need the “Recipients can edit documents” enabled to allow for envelope markup. We have also found that formulas in templates and subsequently envelopes do not allow us to correct envelopes. As our use cases become more advanced and formulas allow us to do some things more efficiently, we are finding DocuSign limitations with formulas in templates are making us look to alternatives.

273

12 days ago

Scott.NiemanNew Voice

Improve Print and Sign feature to replace unsigned rendition(s) similar to how the UI behaves, preserving any metadata on the documents.New

As you know, in the UI, when someone signs a document with Sign Here tab and completes other tabs, and clicks Finish, not only is the envelope set to completed status, but overlayed tab information is merged with the unsigned rendition into a new PDF that can be downloaded. The original unsigned rendition is no longer available.However, with the Print and Sign capability, a user can download the documents to sign, and they are typically combined into a single PDF that the recipient can print out, manually signed, scan, and uploaded the new PDF, the original unsigned rendition remains in the envelope and the new document is added to the envelope. The metadata related to the unsigned rendition does not get applied to the uploaded document. The prefix Signed-on-paper is added to the document name. Often, we will add a W-9 template to the envelope if the first unsigned document is an agreement that leads to a financial payment. If you are using DocuSign Connect with the callback inte

12 days ago

Binh TranNewcomer

asked in eSignature

Docusign keeps taking user back to login page after attempting to login

A user attempted to login from the Docusign login page. The user entered his email which takes the user to the next screen and then clicked on ‘Use Company Login’. Afterward, it just takes the user back to the Docusign login page. Any idea what is causing this?

1163

12 days ago

JarbitNewcomer

asked in eSignature

customizing a signing order

I’m wondering if anyone has successfully solved for the follow sequence via a signing order. This is for job offer letters.Recruiter set as viewer sends to recruiter recruiter views may ask for edits for sender (coordinator) Candidate set as signer should not send to candidate until coordinator makes any edits requested by recruiter. would be ok to send automatically if no edits requested, but this is a nice to have. Currently, our recruiting coordinators are doing this as a two step process. They send the doc to the recruiter set as a viewer. The recruiter replies all good or needs edits. Coordinator makes any requested edits then sends to the candidate set as the signer. Thanks in advance for the help.

183

12 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.

361

12 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.

141

12 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.

231

12 days ago

Scott.NiemanNew Voice

Enhancement Request - allow a subset of envelope documents to be combined into one PDF by their documentId and sequence to add, while being able to download the remaining as individual documentsNew

GET {{baseUrl}}/v2.1/accounts/{{accountId}}/envelopes/{{envelopeId}}/documents/combined is not working for us and we need enhancements.In our contracting process we want to assemble and reuse templates as much as possible.The boilerplate language of the agreement is a template with tabs.Our Exhibit A is a listing of arable fields that a farmer operates and may be eligible for a carbon program. We generate and add this document via the APIExhibits B, C and D are reuseable templates.We may optionally add sensitive documents such as the IRS W-9 template, and our ACH enrollment forms. These sensitive documents need to be captured and place in a secure Azure container, with only authorized individuals allowed to see (PII). The business does NOT want to send multiple envelopes. These are farmers, and sometimes the only computer they have is in the tractor cab or their cellphone.We need to add query parameters to the combine resource to specify [{“documentId”: “1”, “sequenceId”:”1”},{“doc

411

12 days ago

MaviTNewcomer

Language settingsNew

It would be great if you could choose a different language in the mails being sent out. F.e. I am working in Germany, sending german contracts and a german message, but the text above the message and the button to be clicked is both showing in english - this seems pretty unprofessional unfortunately.

12 days ago

clairemccloskeyConversation Starter

Sender notification amendmentsNew

Could I please check why the sender gets notified when someone views the notification but not when they sign it? Would it be possible to have an option for the sender to receive a notification each time someone signs an envelope? It would also be helpful if the sender could receive a notification before the envelope is due to expire.

122

12 days ago

JayZNewcomer

Resources in modules not availableNew

The following module references resources that aren’t available either in the demo org or prod. https://dsucustomers.docusign.com/docusign-for-salesforce-administration/1735298/scorm/1dio1x91attca

12 days ago

knowrahuljNewcomer

asked in eSignature API

Purging documents via API

Hi,I have a usecase where contracts are created using a salesforce workflow through a user and I am trying to purge those contracts via APIs. While purging documents I am getting an error that only the sender can add documents to purge queue.I am purging documents via APIs and docusign does not allow to add API user to act on behalf to docusign Users. Is there a workaround for this which would enable be to purge documents created by other users?

173

12 days ago

TeichNewcomer

SMS Delivery Opt-In Status ReportNew

There should be away to add information/columns to the above report. There are times when DOE request an audit on a sender. We need to add at least the sender.

12 days ago

markemNewcomer

Signing is only half of the problemNew

I just (today at 4:20pm) had to sign a document. One of the options was to SELECT a given font and use that. One of the options was to DRAW your signature. (Which would be gibberish if I did that.) One of the options was to UPLOAD your signature.Now - before I go on - I might have had to upload just my initials AND THEN upload on my signature - BUT THERE WAS NOTHING TO TELL ME THIS. Instead on the initials it would only let me upload initials. So, being a logical person I was going “Hey! Why can’t I upload my full signature?”.Because of the above, I was very confused and then opted for a different font and signed the document that way.So my suggestion/idea is to not just do one part of the initial/signature but to do both of them AT THE SAME TIME so you do not confuse people. OR - you could just put a link to the other half of the equation. I.E. : If you are on the INITIAL part - have a link to change the person’s signature and if you are on the SIGNATURE part have a link to the initia

161

12 days ago

markemNewcomer

I know I had my login somewhere around here...New

It is not appropriate to make cookies which contain my login information. Whether or not it is encrypted, subscripted, perscripted, or otherwise. When I log out - I expect every “Let’s hide this in the person’s browser” stuff to be eliminated. After all, what if I was in a public library? It is extremely easy to find out where I had been on a browser and if they then went here the intruder could cause significant harm to me or might get me banded from this forum. Please. Use best pratices, get rid of all cookies when someone logs out.Thanks for reading.

121

12 days ago

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