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

1 month ago

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ApanNewcomer

asked in eSignature

sms link for the identification leads to "this oage cannot be found"

Hello all,I have to sign a document someone sent me with DocuSign. When I click on the link sent to my phone in order to start the identification process I have "this page cannot be found". I tried on Chrome and Internet explorer.Do you have any idea how to make it work ? I am stuck ! Thank you so much for your response. Best, Apan

6 days ago

john210672Newcomer

asked in eSignature

Docusign only uses my name/signature. Needs to be my wifes.

HelloMy wife has been sent a document to sign with e-signature. The email was sent direct to her private email account from the company. When she opens it, the signature has my name in it, and not hers. She forwarded the email to me and the same thing happens when I open the document on my personal email. The signature is automatically populated with my name. There is a docusign reference number in the field. How do we delete my name/signature, and add hers?Many thanks

6 days ago

Lindsay.RothfeldCommunity Admin

published in Docusign Developers

NOW LIVE: Welcome to the Discover Scavenger Hunt! 🔎

Hidden within the Docusign Community is a series of clues—solve them all and earn a badge! Are you ready to unlock knowledge? Your first step is to make sure you’re logged into the Docusign Community and are a member of this Developer Group. To do so, click the “Join Group” button above. Or pat yourself on the back for already being a member!It’s now time for your first clue. 🕵️ The group you’re in now is for like-minded Docusign developers to chat amongst yourselves and engage in relevant discussions.CLUE #1: When working with Docusign APIs, where can you find dev resources within the Community?Hint: Head over to the Docusign Community's Developer General Discussion page. Look for a post that lists a variety of helpful developer resources.

470

6 days ago

payrollqsNewcomer

posted in Financial Services Industry Group

Canada tax form T2200 and Quebec TP 64.03

Has anyone created templates for CRA form T2200 and Revenue Quebec form TP 64.03? I’m hoping to pull data from ADP Workforce Now in csv or excel format to populate a lot of the fields.

210

6 days ago

Cristina.ZabeoDocusign Employee

posted in Docusign Partners

Partner Tip of the week: Docusign Partner Portal and Docusign Accounts - what is what?

For this week’s tip, we will focus on a common question we get from many of our new Docusign Partners using our technology to develop applications/integrations:What is the difference between the Docusign Partner Portal and Docusign Accounts?Here are the basics to understand the differences:The Docusign Partner Portal is where our Partners find information about our programs and manage their partnership with Docusign. The Partner Portal offers materials and aids for sales, marketing, enablement, and support for contracted partners. Every Docusign Partner must have a dedicated “program administrator” who will manage the portal users for their company; this program administrator is the key contact that receives our monthly partner program updates For partners developing with Docusign, they will work with Docusign Accounts with two flavors: The actual product account - when you log with https://account.docusign.com/ This is what we refer to as a “production account” And, for developing

230

7 days ago

tijnNewcomer

asked in eSignature API

How to recognize a delivery failure through the REST API?

Hi,One of my documents failed to deliver because of an incorrect e-mail addressBut all the API response lists is that the envelope has status “sent”:{ "resultSetSize": "3", "startPosition": "0", "endPosition": "2", "totalSetSize": "3", "nextUri": "", "previousUri": "", "envelopes": [ { "status": "sent", "...": "..." }, {...} ]} I would like to recognize an issue like this so I can report it in the module we’ve been building, but have been unable to do so with “listStatusChanges” or “Envelopes:Get”. Is it not the status?Am I missing some other field?Do I need a different request?

192

7 days ago

Steven3016Newcomer

asked in eSignature

Multiple documents: single signer with variable counter-signers

I have 40 documents to be signed two parties. The first party (Party A) will always be the same (in other words, Party A will sign all 40 documents). The counter-signing second party will be different for each of the 40 documents.My question is: How do I send all 40 documents to Party A at the same time, while having the 40 counter-signers only receive their individual document (and not the 39 other documents that they will not be signing)?

7 days ago

JavierFC89Newcomer

asked in Go-live

Demostration message after go Live

Hello everyone,We're excited to share that we've integrated DocuSign with Odoo for the first time, and everything is working perfectly! We’ve reached the go-live phase and, after around 20 API calls, we were able to activate it. Now, the app shows as live in production.However, we’re still seeing the message: “This document is for demonstration purposes only.”Are we missing something? Is there an additional step we need to take to remove this message and ensure the integration is fully live?Any insights would be greatly appreciated. Thanks in advance!

111

7 days ago

dlawesNewcomer

asked in Microsoft

Power Automate integrations - Update_envelope_prefill_tabs

Hello all, we are having some difficulty with their Power Automate integrations. Using the Update envelope prefill tabs' action, throws an error:Action 'Update_envelope_prefill_tabs' failed: The request body is missing or improperly formatted. No tabs specified. These settings 👆 produce output parameters such as 👇{"accountId": "*****************redacted***********************","envelopeId": "****Redacted***","documentId": "1","body": [{"tabType": "text","tabId": "00bdf6ac-6c0d-48d4-a819-6cb1ce9485da","value": "TestName"},{"tabType": "text","tabId": "e2ae030b-7e2f-446b-a2ff-f8e3cc83e394","value": "TestAddress"}]} which returns a HTTP 400 with a body of {"errorCode": "INVALID_REQUEST_BODY","message": "The request body is missing or improperly formatted. No tabs specified."} However if I run a similar query with Docusign's API Explorer, I get what appears to be a successful response so I assume I am doing something wrong with the Power Automate action parameters, but cannot work out w

314

7 days ago

soleneNewcomer

asked in eSignature

not able to sign " we can't find your certificates"

when I have signed and click on “continue” I have this message appearing: “We can't find your certificates We are unable ta find any certificates connected ta your device. Check that your certificates are available, and then Try Again” can you please help?

6519

7 days ago

mshealyDigital Collaborator

Docusign CLM after all parties have signed-emailNew

The final email that is automated, that goes back to the submitter, looks like the below snapshot.why does the email include “Please REVIEW DOCUMENT to Sign” which is from the step SEND FOR SIGNATURE, in the email message area? It should not include the message from the SEND FOR SIGNATURE.

101

7 days ago

etemkinNew Voice

asked in DocGen

how to send documents after we generated them

Hi, We are new to Gen and we use DocuSign Apps Launcher v6.9 within Salesforce. After we generate the documents, how do we send them? I was under the impression that it would be seamless, we generate then we would be prompted to send. But after the documents generate we are prompted to Preview/Download and click done and get directed back to our record. I think I am missing a piece. Can someone provide any insight? Thanks!

DBSNewcomer

We have a standard plan with Docusign, I just want to find out if our current plan complies with the electronic signature legal framework in Mexico (Commercial Code and NOM-151) or whether we need to upgrade to another plan?Thanks in advance.

202

7 days ago

How do I delete an old accountNewcomer

asked in eSignature

How do I delete an old account when I no longer have that email or phone number

I have an old docusign account from when I worked for a real estate company that used it - now I no longer have that email (tied to the company) or the phone number I had then - but my credit card company is trying to send me something via docusign and it keeps going to the old account I had - not the new one I have made since then. I called the credit card company - they say it is a docusign issue - but there is no support on here whatsoever. I can’t really cancel my old account without those tools - and don’t know how to tell it to use my new account. Any ideas??

232

7 days ago

AuniqueusernameNewcomer

asked in eSignature

Access to Security and Trust Assurance page

I’m working with a very small new company that needs to see ISO 27001 and SOC 2 reports for the context of using the Part 11 option. Our MSP (managed IT service provider) has attempted to contact DocuSign support to get access to the STAP package, and has not been successful. We attempted to register on https://www.docusign.com/trust/stap but that just collects info for marketing purposes, it appears. The Trust Portal access https://www.docusign.com/trust/trust-portal does not seem to be available either.I even looked at the old (now expired ISO27001 certificate from a previous company I worked with and attempted to lookup DocuSign on https://www.schellman.com/certificate-directory - but apparently DocuSign no longer uses Schellman as their certifier(?) They do not show up in a search.This has been going on for weeks - what can we do to get a copy?

252

7 days ago

Stephen.WhitakerDocusign Employee

published in Tips from Docusign

Trainer Tip: How to Apply Conditional Routing to an Envelope

Did you know that when sending an envelope, you can have that envelope reach a specified recipient based on input provided by a signer or a reviewer.You can do this by applying conditional routing when creating your template or envelope. The following video will show you how to get this done. Key Takeaways:Ensure that the envelope reaches it’s desired recipient Easy to set up, can be used off of formula fields, drop-down fields etc...Additional Resources:For this topic and some other great instructor lead guidance I would recommend the following course: Eliminate Manual Tasks with Docusign eSignature Advanced Sending with Docusign eSignature To view our full course catalog to find other live training courses, you can view our Live Training Calendar and register for a course today.Continue the Conversation:Feel free to ask any questions about this feature in the comments below and also let us know how you use Conditional Routing in Docusign. We’d love to hear from you!

LindaMNewcomer

Been going back and forth for a week with support to try and get a simple answer to a question. They won’t call, I can’t call them..they continue to send links that do not work. I am beyond frustrated and ready to cancel my subscription with them. Nothing should be this difficult to get help with a problem or a question resolved. Linda Sewell

212

7 days ago

Peterson201Newcomer

asked in eSignature

How to Access and Download All Historical Envelopes in My Docusign Subscription?

Is it possible to view and download all envelopes that have ever been created under my subscription? I am the administrator of the account and primary user. I opened the account in 2019, however when viewing all envelopes they only go back to 2022. Additionally, I do not have a retention policy enabled.

994

7 days ago

Lindaon66Newcomer

asked in eSignature

Edit a document after it has been signed

How can I edit a document after it has been signed?There is a small typo on a date (wrong year) in which all parties agree upon.I don’t want to have to do a variation for a simple error.I don’t have a “Manage” tab at the top of my account. Thanks

142

7 days ago

vijaytakNewcomer

asked in Other

eMudra stamp/seal automation through Docusign

I have a docusign account, i want to add a default process were seal should be add default in all envelope before sending for Signature. I have seen the process where seal and signature process can be done through eMudra from DocuSign account. https://support.docusign.com/s/document-item?language=en_US&bundleId=xww1594245808169&topicId=acl1688555915412.html&_LANG=enusI want to automate the seal process should be implement default before sending for any Signature for all the envelope created in DocuSign.

102

7 days ago

David HinmanNewcomer

asked in eSignature

Prepopulate signatures so my manager doesn't have to sign so many

I'm wondering if it's possible to have my manager’s signature pre-populated into Docusign that I can just add into our contracts so she doesn't have to do it one by one every time a vendor confirms. Is that possible?

KuukiNewcomer

I already change my contact number but in SMS Authentication my old number still appear. The bank says I have to call docusign for this matter.

7 days ago

MtrevorsNewcomer

asked in eSignature

Profile Picture

I am trying to add my team photo to Docusign profile picture and no matter how I size it, it is too zoomed and can’t seem to get whole team in. Only 4 people, but help, why is this so hard??? Can manipulated in photoshop as needed, but no matter what I have done it seems to have a mind of it’s own as to how to crop everything out that I want?

vmanteconNewcomer

Hello,I’m new to DocuSign. I cannot seem to locate an answer to my question. I have several assignments that I will be sending to an investor. Example of the signature page attached. It will need to be first signed by the assignor using DocuSign envelope. The assignee will sign next and they said they can just sign manually in their office. My company will be the GP and we will need to countersign and we can also do this manually. Is it an acceptable process to send the envelope to the assignor and include a cc for assignee. Will the assignee be able to print the completed document and sign and then email back to me so we can also print and countersign as GP? I wasn’t sure if it’s acceptable to ask someone to print and sign a DocuSigned envelope.Thanks!

142

7 days ago

sunnyarchanaNewcomer

asked in eSignature

Display/populate Day, Month and year using signed date of document but not the entire date

Found DocuSign formula field then used Date functions like Day(date) that worked successfully to print day of the signed date on the document. However, couldn’t find any formulas for Month and year. Is there any solution to print/populate month and year values of DateSigned in the separate fields ? For Example : Signed on this day _____, of ____ month of year ____.

305

7 days ago

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