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4314 Topics
D
Newcomer
David RothNewcomer
asked in eSignature
When I select Log in. I get a message that states: An Error has Occurred Make Sure Your Connection is Stable

When I select Log in.  I get a message that states: “An Error has Occurred Make Sure Your Connection is Stable”

71313
C
Community Moderator
10 hours ago
T
Newcomer
tnagulagamaNewcomer
asked in Workday
Validations on the form configured in Workday Review Docs step

Hi Docusign Team, We have configured a PDF form on the Review Documents step and we need to add some validation to the percentage box in that form that user should not enter more than 100% in it, is there anyway to add validations to the boxes in the form? Tried adding it on the PDF but when configured the PDF on Review docs, the validations are lost. Thanks

683
K
Newcomer
17 hours ago
J
Newcomer
JefferNewcomer
asked in eSignature
Adding multiple templates to one envelope

I work for a fence company and we are trying to simplify our procedure by using docusign for our contracts.  There are 4 main documents that we need with every contract and there are some cases that require a 5th or 6th document, if not more.  But even in the case of the 4 main documents scenario, 3 of the 4 pages for each project would be fairly unique to some degree.  What I am hoping is possible is that I can create a template for each document and set it up with text fields and drop boxes, etc. as needed.  I would then add what I need for a specific project to an envelope, send them to the salesman as the first recipient so that he/she can put in the appropriate information and check the appropriate boxes, etc. and then send them to the customer for signatures.  Is this possible?

242
J
Newcomer
18 hours ago
G
Newcomer
Gill NorrisNewcomer
asked in eSignature
Recipient role has disappeared

When adding recipients to an envelope the “Role” field no longer appears.  It was there yeaterday.  I notice the role still appears in the template screen. I checked recent release notes and didnt find anything about this change. Was the system changed to remove roles? or do I need to fix something to get the field back?

243
N
Community Moderator
21 hours ago
M
New Voice
Max KavkaNew Voice
asked in eSignature
How can I see the details of who signed a pdf file and when?

All i get in Adobe Pro is below and it tells me nothing. I could achieve the same by copy pasting some signature screenshots and adding a small text-box via docusign.   

425
M
New Voice
22 hours ago
G
Newcomer
gelkins4Newcomer
asked in eSignature
Can't find data label field in my template

Hello, I set up a template with Data Labels and have linked fields that automatically fill in duplicate information. I now need to edit the form, but the Data Labels section is missing from the menu on the right. Without it, I am no longer able to link fields. Any idea how to get access to Data Labels again? 

4427
G
Newcomer
4 days ago
I
Newcomer
irfanNewcomer
asked in eSignature
I purchased the DocuSign Business Pro plan, but it is not reflecting.

I purchased the DocuSign Business Pro plan, but it is not reflecting. It still shows the trail version with 17 days left.

1513
V
Newcomer
5 days ago
I
Newcomer
iHoistNewcomer
asked in eSignature
Adding DocuSign agreements to mobile app

I recently recieved an email to sign an agreement through DocuSign. Unfortunately, I have not been able to add it to my mobile app’s library of documents to be signed. It always opens in a web browser, and none of the options allow me to add it to mobile or my account. I would like to know how to add it to the mobile app, and would appreciate any assistance with the matter. Thank you! :D

455
M
Community Moderator
7 days ago
A
Newcomer
Amy BNewcomer
asked in eSignature
Changing the Sender's Email Address

I’m mass sending a document through Docusign, but am not a contact for the recipients nor will I be following up on the document.  How can I change what email the recipient will see to another Docusign user before I transfer custody?

1295
C
Community Moderator
7 days ago
F
Newcomer
free2024Newcomer
asked in eSignature
Cancel Account

How do I cancel my account? All other answer here send me to a page not found.

625
C
Community Moderator
7 days ago
N
Newcomer
NoelleWNewcomer
asked in eSignature API
Is there any way to convert a remote signer to an embedded signer after they've already been created?

Is there currently a way to update a remote signer to be an embedded signer instead, after the signer has already been created? I tried using the envelopesAPI’s updateRecipients() method from the PHP SDK with a mapped version of my recipients with clientUserIds assigned to them (since this is my understanding of what makes a signer “embedded”). But, when doing so, I still wasn’t seeing an embedded signer’s view for the signer whose clientUserId I had updated.  

161
JohnSantos
Valued Contributor
7 days ago
K
Newcomer
KonradKNewcomer
asked in eSignature
Signatures are too small and faint

Hello, I browsed some support articles and topics on this forum and found some similar topics, but let me ask again. Is there an issue with the signature size in Docusign?We tried a lot of things, including:Drawing own signature in the Docusign draw box (using Wacom tablet) Drawing signatures on paper with a regular pen, making photographs, and uploading Drawing own signature in another app like paint using Wacom tablet and then uploading Choosing DocuSign auto-generated signatures and different styles for themIt's frustrating to see the signature consistently appear small and faint, despite our efforts to draw it larger and slightly outside the box. We got this eventually working OK-ish after a lot of trying, but we have more users in department and can’t spend an hour to fix one signature with a lot of trial and error. For example, signing documents in Adobe Acrobat is perfect, the signature looks properly out-of-the-box but with DocuSign  we have those issues.I'm sorry, but resizing

5547
N
Community Moderator
10 days ago
T
Newcomer
TonakaiNewcomer
asked in Web Forms
Can we share the template of Web Forms?

After I created the template of Web Forms, I noticed that there is no folder like Shared Folder for Web Forms. I would like to share the template with my coworker, so I am looking for the function of sharing it.

736
C
Newcomer
10 days ago
P
Newcomer
PatrickVNewcomer
asked in Rooms
How does one get support when there is no NEW CASE option under MANAGE CASES?

How does one get support when there is no NEW CASE option under MANAGE CASES?

273
P
Newcomer
10 days ago
B
Newcomer
bdimsdaleNewcomer
asked in eSignature
Group Signing Issue

Hi,I have a signing group with three members.  When an agreement is created and sent, one of the three members needs to go in and approve it before it gets sent to a client. The issue we are running into is periodically when one of the members goes to approve the document, they are notified that someone from the group is already in the process of approving the document.  However, when we ask that other member, they tell us they have not even opened it.  So, the original member who is trying to open and approve cannot move forward and the document cannot move forward until the other member goes in to approve. It’s very frustrating and we cannot figure out why DocuSign is saying someone from the group has opened the document when no one at that point has opened it except for the member trying to approve.  I have attached a screenshot of this message as well.  Any help would be appreciated!

2596
M
New Voice
10 days ago
Hengfeng Ge
Rising Star
Hengfeng GeRising Star
asked in Docusign Community Club
please update the link for document : What are my options for a Docusign

please update link of this document. the link is not correct.https://support.docusign.com/s/articles/What-are-my-options-for-a-DocuSign-Trial-account?language=en_USFreeLink/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.

263
Hengfeng Ge
Rising Star
11 days ago
S
Newcomer
stbNewcomer
asked in eSignature
Editing an Existing Template

I need to edit an existing template that is currently 38 pages.  I only need to replace 4 pages and add a new page at the end of the document.  I see how to replace, but when I do that, the 4 pages replace the entire document.  How do I this without having to start over?

513
C
Community Moderator
11 days ago
N
Newcomer
NoelleWNewcomer
asked in eSignature API
Envelope fields not showing in recipient view

Hi everyone! I’m running into an issue with DocuSign's envelope API recently and I’d love some more insight as to why.I start by creating a two-signer envelope. One signer is embedded from my external integration, and the other is added within the sender view in DocuSign. After adding signer fields, I use the "Preview" button to check that the fields show up for both signers. Both signers have clear signing fields. However, when I create a recipient view through my integration, no signer fields appear for the remote signer. Here is the envelope prior to pressing “Preview”.Blue = added externallyYellow = added during the “Sender view” Here’s how the fields for the signer I added within DocuSign's “sender” view appeared when I was using the “Preview” button. But, here’s how it looks when creating a recipient view for that same signer. Any ideas as to why this is? 

181
JohnSantos
Valued Contributor
11 days ago
Wendi Barker
New Voice
Wendi BarkerNew Voice
asked in eSignature
Withdraw consent

Hello!  We currently do not have the box checked to allow recipients to withdraw their consent if they decline to sign so am thinking they would need to log into a DocuSign account they crated.  Where in the account can is the withdraw consent found?  Can they even withdraw consent this way?  Is it possible to restrict recipients from being allowed to withdraw within DocuSign so the only way they could is by emailing the Credit Union?  

253
C
Community Moderator
11 days ago
V
Newcomer
versatilevatsNewcomer
asked in Authentication
When to use JWT Grant

JWT GrantI am new to Docusing and was going through the documentation. I stumbled upon the Authorization Grant of the Platform 101 docs, and read the above excerpt. Can anyone clarify what does this mean If you use a single login for all users in your integration, you should use JWT Grant.  Using single login for all of the integration users mean what? Does that all follow the same login/signup method or the same credentials?

222
V
Newcomer
13 days ago
N
New Voice
Nicholas H.New Voice
asked in eSignature API
User Management API - User List Failed Call

Hello, We were getting ready to “Go-Live” with our first DocuSign integration but when we went to start the process, it is showing that we don’t have 20 consecutive Api calls. Upon closer review, it looks like the “GetUsers” endpoint (list | REST API | Docusign) is registering as Failed when it cannot find a user. This doesn’t make sense because it is still a successful call is it not? We are using this to check and see if the user exists before creating the signature request. If they do not exist then we call the user Add API.  Any insights into this? Is there a better approach that I am missing? Or do we just need to get past this initial fail and run multiple more tests to get to 20 consecutive successful calls?

203
N
New Voice
13 days ago
D
Newcomer
dhiggins13Newcomer
asked in Payments
Remove double billed subscription

I signed up for DocuSign and after a day of using, received an email from DocuSign stating that I had violated their Terms and Conditions. I had merely sent a file for signature.  4 days later I was not able to use DocuSign and called Sales.  The sales rep told me my account had been closed, and my credit card would be refunded.  He said I had to sign up again and provided a promo code, which was a nice gesture.  Well, my credit card statement came in and there are 2 charges, 6 days apart. How do I speak to someone or email a live person for response?  So far, this has not been a great intro to DocuSign :(

363
C
Community Moderator
14 days ago
A
Newcomer
aportoNewcomer
asked in eSignature
Template with variable number of signers

Hello all, I have a template where I have defined four signers, in the following way: I want to create envelopes out of this template using the Python SDK. Sometimes, I wanna add all four signers to an envelope, but sometimes I need to only add a subset of the signers (only signer1, signer1 and signer2, and so on). I have accomplished that in the following way:         signer1 = TemplateRole(  # The signer            email="<email>", name="Signer 1",            role_name="signer_1_primary",            tabs=tabs        )                signer2 = TemplateRole(  # The signer            email="<email>", name="Signer 2",            role_name="signer_2",            tabs=tabs        )                signer3 = TemplateRole(  # The signer            email="<email>", name="Signer 3",            role_name="signer_3",            tabs=tabs        )                signer4 = TemplateRole(  # The signer            email="<email>", name="Signer 4",            role_name="signer_4

263
JohnSantos
Valued Contributor
14 days ago
A
Newcomer
aportoNewcomer
asked in eSignature
Prefill tabs through Python SDK

Hello Docusign team, I am using Docusign eSignature and I have created a template using the Docusign UI. I want to create envelopes from this template using the Python SDK. I have a couple of tabs that I want to pre-fill before sending to signers, so I used pre-fill tabs when creating the template. The problem is, I cannot find a way of prefilling these tabs using the Python SDK.  I have seen an answer suggesting that pre-fill tabs should be used only on the UI and not on the API or SDKs. Is that true? I have chosen prefill tabs because, as I see, regular tabs are associated with a specific signer, and I want all the signers to see the values that I prefill. Which option is best for my case: regular tabs or prefill tabs? If I choose regular tabs, will all the users be able to see the values I prefill or only the user associated with the tab?Thanks in advance,  Alisson Porto

334
A
Newcomer
14 days ago
M
New Voice
michmiNew Voice
asked in eSignature
Creating a Wallet after signing using QES

May I ask if there is a report which confirms that when a  Recipient is signing using QES he actually created a Wallet?  This when the envelope is not yet Completed.  We have a case where in History it mentions creating a Wallet but need to be sure via a report.

155
M
New Voice
14 days ago

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