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Hello, As an Admin, I have added a License/User and she has performed activity in the DocuSign account. As an admin, how do I view this overall and view all the activity that is going on the account and how do I view the activity of other users?  Thanks

I am trying to find a file that was sign about 8 ago and I can’ scroll down past what is currently on the page. I am using Chrome and a Macbook Pro

Where can I find a library of existing NDA or Intellectual Property agreements templates?

Is Retrieve a Windows app or a browser-based app?  It is unclear from the KB articles and video demos. Maybe a combination of the two?

Hello Community,In Salesforce I generate a PDF which should be send via docusign.In the document I used Anchor Tags like \s1\ for Signer 1 and \s2\ for Signer 2. In the documentation I read that Checkboxes could be implemented via \cb1\ or \cb2\ and text via \txt1\. Also i found an article Use Automatic Anchor Text with Custom Tags (docusign.com) where its stated the implementation needs to be as follow \tbx_1_text\ for text and \cb_1_yes\ for a checkbox. For the secong solution Merge fields need to be created, but I dont need writeback functionality. The customer should only be able to click the checkboxes and fill in some text.Is there any chance to get this working?Also I’m missing an anchor tag for a stamp. Is this possible? Thanks and all the best,Sven 

Hello,We’ve just updated to the Embedded Signing flow. When loading up a document the embedded loader is appearing on the left of the screen. However, there is no way to modify this. Is there something we can pass or is there a bug with our container? Bellow are the screenshots and source code //running in the console$('div[data-qa="embedded-document-loading"]').style.width='100%';//updates the loader to show as centeredApplication Code://TSconst signingConfiguration = { url: this.url, //url from service displayFormat: 'default', style: { signingNavigationButton: { finishText: 'Submit', position: 'bottom-right' } }};try { const docusign = await DocuSign.loadDocuSign(clientId); const signing = docusign.signing(signingConfiguration); /** Event handlers **/ signing.on('ready', (_event) => { console.log('UI is rendered'); }); signing.on('sessionEnd', (event) => { console.log('sessionEnd', event); i

If I remove a user, do any envelopes, documents or folders originating from this user get deleted from our account?

Hi All,I am trying to figure how is the Effective Date of a contract calculated by CLM.This data is not an attribute (it does not appear in the Attribute Mapping csv file) but appears in the “Agreement Details” you see on the top left of your screen when you click on the Atrributes button.I looked at the workflows and did not see any information on how this date is calculated.The issue we have is that this date is systematically put as the signature date, while we have contracts applying retroactively. So I want to be able to change this rule and have the effective date being the real effective date and not the signature date when need be, but I can’t find where to change it!Thanks for your help! 

Is there a way to make two fields either/or? The example we use most often is a text box where people can put in the name/organization that they want to be recognized as, or a text box they initial to indicate that they’re anonymous. I make both text boxes optional, but sometimes people fill in both. How can we make it so they are allowed to complete only one of these two fields?

Hi,We sometimes have documents that there is a couple of different people that needs to sign, and me as a sender of the document need to be able to go in to the document and see the “status” to see which signatures are missing so i can remind the people, and which signatures that are already done. But now when i log in i can only see “in progress”. Is there any way to change this so that I can see the progress?

We’re using a Powerform template and the CC’d recipients are unable to open the signed document.  They click on it and it spools and never allows them to open.  Is there something we’re missing? 

I have requested for subscription cancellation for August 2024. However, I am still being charged. I have redo the cancellation request for September 2024. Please ensure my card no longer being charged for September 2024. 

ACCESS DOCUMENTS with code - there is no button on top right that other answers have said. We need to urgently sign documents from our bank. Where is an option to access these documents now that we are logged in? Getting super frustrated :( 

When documents are being signed, for some reason the title and signature are running into each other and the name appears to be superimposed on itself but not in exactly the ame place, at least 2x. How does this get fixed? This is now the 3rd document from different people that this has occurred?

How to pull the routing group email address in the email body? 

If I add someone as “Allow to Edit” manager, does this person need to open and acknowledge the envelope? I added my colleague as “Allow to Edit” at the end of the workflow, but because this person did not “open” the envelope, the entire thing was voided. I was under the impression that “Allow to Edit” just gives someone the ability to edit the envelope on behalf of the requester in case of need.

In the body of the Certificate of Completion that you receive after a doc is fully executed/signed there are several paragraphs of the ELECTRONIC RECORD AND SIGNATURE DISCLOSURE section that have a former employee’s name in them as a point of contact that I need to change.  Who do I contact to make that change or How can I make the change myself?  (Image removed due to personal information)

I have a business account in Docusign. The address in the profile is our correct address where the business has been located for 3 years.  However, I notice that on signature certificates, the address for our business shown is one we were at, 3 years ago.  The profile is correct and has been for 3 years, but all summary documents are recording an old address and I have no idea how to change that - other than updating the profile.  But it is already correct.  Hope you can help ta.

Is an agreement through DocuSign legally binding if only the recipient signed it?  I was sent an agreement from a contractor which I signed however despite a signature line for the contractor, they never signed it.  Even in the History page it doesn’t show they completed it.  The last completion shown in my signature.

I want to integrate DocuSign with One trust. Is there any documentation/guide available to implement the same? 

Could someone clarify what Email Archive Configuration is? Does it enable a sender or admin to view the exact notifications sent to signers? Occasionally, signers claim they didn't receive the envelopes—can we use email archive features to verify that the envelope notifications were indeed sent?

Hello,I am using DocuSign eSignature (21 CFR 11 enabled). I am trying to find the release version that I am currently using (e.g. v1.23.456 or similar). Appreciate any help that can be provided,Thanks,Mark

I have been a ZipForms, DocuSign and DocuSign Transaction room user for several years. I have received this error on more than one occasion in the past 6-10 months. Sometimes I have time to wait for it to "clear up" but it's nothing I'm doing wrong. It just refuses to connect. I've refreshed the tabs but it starts when I am using Zip Form to create and tag the docs in a "package" that when I click NEXT it automatically opens a new window in DocuSign and brings the docs in for further tagging before sending out for signing. account.docusign.com refused to connect This is what pops up in the window of DocuSign.

On the home page, a new banner popped up today, reading as follows:“Your credit card expired on 08/2024. Update your billing information.” [where the last four words are underlined with the underline signifying a hot link]My credit card -- the one in use at DocuSign -- did not, however, expire on 08/2024.  How do I remedy this issue, removing the banner from my DS home page?  I tried ‘updating’ my credit card -- I didn’t change any details but did retype the credit card number and enter the latest CVV -- but the banner is still there.Richard

Is there any way to prevent unintended users from viewing a document when a DocuSign email with the “Review Documents” link is forwarded to another user?I want to prevent an unintended recipient from receiving a forwarded email containing the DocuSign document link.