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I have created 2 webforms in docusign.  How do I send these out for people to fill?  Can they be sent as part of an envelope or template?Thanks

We switched from other integration for sending documents for signing to Docusign recently in Salesforce not sure if it is possible the following request.As per our current experience, we send envelopes through Salesforce from multiple users, our expectation like in the other integration is the ability to get the email notifications when a customer review the document or signs it to the email sender, example. I send a document for sign though Docusign using Salesforce and I get the email notification that customer completed the envelope in an email, (example@docusign.com) my peer sends another document using the same integration and get the notification in the mail example@docusign.com, my manager sends another document with the same scenario and get the email notification in example@docusign.com. My question is, is it possible to get individual notifications to our personal company emails as we are the senders and manage different customers instead of checking the email where all the n

Good afternoon, DocuSign community! This may be a question that was already answered, and I apologize if that is the case, but I am struggling with a use case, so was hoping that I could lean on the experts here. I have a requirement that I merge a link into my document which will point to a policy library where the user will need to go to read additional information. I have a text field that can capture the link text, but I am not a 100% certain how I would capture the url, and then merge them into a single value in the word document. Any advice would be greatly appreciated!

Can the client/signer see where in the process the envelope is?Example: I send a contract to a recipient for signature. The recipient signs but then the envelope goes to a few internal company signatures. Does the first recipient see where the envelope is at any given point in time after they sign but before it’s completed?Thanks for any help. Janae

I have two checkboxes on the form, A & B.At least one is required to be checked.I don’t see how to make this happen.

 1. This workflow is putting both signatures in the same place, signature_1. How can i get this to put the second in /s2/ in the template?templateworkflowsignature 1 in correct placedocument variable in esig for signaturessecond signature.. putting on top of s1 

I want to create a powerform similar to this The first role should be able to open the document, fill in required fields and then push finish and have the form sent to the signer they select (which is the second role). The third role would receive a copy. I have been able to figure out the 2nd and 3rd role but can not successfully figure out the 1st role. For the first role I have been selecting "allow to edit" but all it does is allow them to open it and then ask them to select the signer, it will not allow them to fill in the document. I want the first role to be "person filling out document"I want them to be able to fill in document but not sign I do not want the pop up that occurs once the document is open that ask them to select a signer since they filled that in on the first page of the powerform document.

Hi Guys I am working on a scenario where I have to show only 1st row of a table and and suppress all other rows. I have been trying to use this tag but it seems to be not working and suppressing all the rows. as a result no value is passing in the row.<# <SuppressTableRow Test="count(./Ext_Dealer__c) >= 1" /> #><# <Content Select="./Ext_Dealer__c[1]"/> #>

We track the other party in the CLM for signed agreements. However, sometimes I need to know certain things about the vendor, that doesn’t need to be captured at the contract attribute level (PII access, Foreign owned, Subsidiary of another party, etc. and so many other things). Is there a way to set up a “Vendor Profile” or “Vendor Card” so that when that other contracting party is entered in the attributes for an agreement, I don’t have to enter in all the other fields for reporting purposes? Happy to explain further, if necessary.

Hi everyone!We here at the office are wondering if it is at all possible to save docusign documents with editing capabilities enabled? We find it frustrating to print off and re-scan in entire documents because a client missed an initial (or something like this). It is a huge waste of paper and time!Is there a way to avoid having to do this? Thanks!Sherise

When downloading a combined, completed agreement as a single document, is there a way to have DocuSign add page numbers? I have a situation where we are adding continuation pages to existing signed documents, and it would be helpful to have continuous numbering of the final product.

How do you create a cell phone field on the web forms

Hi I am new to DocuSign, learning about webform. We would like to have QR code pointing to wherefrom URL. The issue we anticipate is that every time we update the webform which is highly likely to happen, it will generate a new URL. This will become overhead to manage QR code which may have been distributed by the business as hard copy posters etc. Is there a way to force updated webform to point to the same existing URL?

I receive an email from the creator of the document that it is complete. The email has a link to “View Completed Document.”  That’s great.  I can view it.  However, there is no link, menu, drop down, option, anything to download document.  

Hello, We would like to provide our CEO with a cover page that outlines what he is about to sign along with the entire master service agreement. However we do not want the cover page visible to the counterparty signer at all. Is there a way to create an envelope that include both the cover letter and MSA package, but only have the counterparty signer see the agreement?Thank you,Andrew K.

Hi,I am trying to send multiple templates in one envelope and when it comes to filling it in the finish button does not appear stating that there are fields that need filling in - but they have all been filled in. For example the name field - a text field - appears red even though it has data in. Please someone help me I am loosing the will here! Thank you :)

We have a situation where we want to have our administrative department to create contracts in HubSpot, but have someone else (a manager familiar to the relation) send out the contract under their name.It is currently possible to create a contract and have someone else send it out, but it will be under the name of the person that initially creates the contract.Is it possible to change the name in the e-mail header with for instance a standardized name, or is it always the person that initially creates the contract?

I have to sign with Docusign a document already signed by other parties with their signer-held digital certificates. But when I do it, DocuSign certificate is added and valid, but the other certificates are no longer valid. How can I make these certificates remain valid when I sign ?

Hello community, I have the problem that I cannot integrate the docusign addin into my locally installed Outlook (version: MS Office LTSC Standard 2021 SPLA). We use a local Exchange server. When I click on "Get Add-ins" in Outlook, I am redirected to the Microsoft Appsource, where I am redirected to an M365 tenant when retrieving the Docusign Addin. Interestingly, I can see the addin in the M365 Tenant as well as the Word addin. The Word Addin also appears in my Word... but the Outlook Addin doesn't... What do I have to do?Many thanks for your help!Adrian

Is it possible to have those other than the signer and sender of a web form receive a carbon copy of the completed form?I have a routing group in the template used to create the web form and that is supposed to receive a carbon copy of the document after completed. However, for some reason the completed document is only coming to me as the sender and to the signer.I see the option to have “Additional Recipients” as part of the Web Form, but it looks like this is really additional signers. I’m not seeing a way to add copy-only recipients here. Am I missing something?

I received an important document on the 24th February 2021 and eventually signed it using docusign on 1st March 2021. I printed the signed doc but have misplaced it so I asked the Finance company to send me a copy. I received a pdf file of the doc but the Fee Agreement date shown is 11/02/2021 (11th February 2021). How is this possible? All other aspects of the document are exactly what I remember I signed on the 1st March 2021. I would appreciate your comments/ answers so that I can go back to the Finance company with some confidence. Thank you.

We use DocuSign for our employment contacts. We ask certain questions that we may want to follow up on some answers, such as disabilities (in order to understand whether we need to put any additional resources in palce). is there a way to set up an alert or email if certain check boxes are ticked? This would help us to identify which new employees we should be reaching out to.  Currently we’re downloading and looking at each contact, which is time consuming when we have over 70 new starters per week.

Hi Folks, Hope you are having a great day, We are currently using DocuSign to send loan documents to customers, however the Loan System only allows for the person to sign in and send as individuals to recipients which they can respond based on the person who send the document. Is there away to prevent recipient from seeing the person’s email address or possibly substitute the senders email with a no-reply email? Thanks for your help

It used to be that the STATUS column would indicate how many people it had been routed to, with the number of remaining people listed. Now it only has a vague progress bar, and the number of people remaining. I do not find this helpful, as I need to know how many have already seen the document. It is possible to change my setting somewhere? Or to go back to the original status indications?  

Hello.  I am a final recipient of a Docusign form that will also include an Excel spreadsheet separately.  I understand that typically, this spreadsheet gets converted to a PDF, which doesn’t allow me to edit/input some numbers into the sheet, which I need to do as a final step. Is there a way for me to receive the actual spreadsheet (Excel), or convert it back, or any other ideas on how I can input some numbers into a few fields, short of doing text boxes (which I call a Band Aid)?  Thanks