Solved

I am creating a web form with DocuSign, in the process of building the template I have many documents that may or may not be necessary for the applicant to fill, including four copies of a provider form. The reasoning for this is that some families with multiple children sometimes have multiple providers. How can I conditionally format the required additional pages to show if the provider name boxes have differing information entered?This additional sheet would also require an additional signer, not needed otherwise. Any advice would be wonderful, thank you in advance! 

We are trying to add hyperlinks to the web on one of our documents, but we cannot find the option to add Custom Fields.

Hello,I was hoping to be able to use a template, that already has all the fields needing filled out, sent to a group of trip participants. Each participant needs to complete each field and sign acknowledgement at the bottom. When I try to do the bulk import, it does not carry the fields over to the other recipients.  Would appreciate some help. (Visual aids are great.)

Surely this was answered and I just can’t find it, sorry.   The customer downloaded, signed, and emailed the scanned contract back not using DocuSign.  Therefore, it shows I’m still waiting for that signature.  How do I “check this off” in DocuSign as completed without deleting or voiding so I don’t lose it since the event is still in 6 months? 

Along with documents I need completed and signed, I need the applicants CV/Resume attached returned to me. Is there a way to add this feature to a template? 

Hello everyone,I am using the free version to test out DocuSign for our company.  I’m creating a template and one field I need is for a telephone/cell number.  I can’t seem to get it to work. The number field tells me its an error and wants a number.  Is there any way to create a telephone/cell number field for a template? Or document for that matter?Thank you,Patricia

Hello,I have a Docusign test account, Business Pro Trial. I test to use “Specify recipient” feature, but it does not work. I have error “acocunt does not have permission to send to Agent recipient type”. How do I need to do to use this feature ?  

Where can I search for an envelope using its ID? I need to retrieve the signatures summary.

My DocuSign witness completed his details but the system did not send him/his phone failed to accept the access numerical sequence. He re-tried a number of times and he is no longer available to witness. So’ I need to replace him with a new witness but there is no facility when I access the document for me to change anything as I have already signed and completed my part. Any clues on how to change the witness or do we need to start the whole process again with my lawyers issuing a new document for me to sign again?thanks Michael 

I’ve added a Document Custom Field to calculate 45 days out from the Date Signed field; however, it is not working. During eSign, the Recipient sees the value in the “Initial Value” of the Custom Field but the calc is not happening. Any suggestions??

Hi, Can anyone confirm if DocuSign supports integration with Sweden’s BankID identity service? Also, is there a web page which lists these integrations?Thanks in advance! Mike

I want to add the forms from our local REALTOR association for our agents to use, but their library does not show up on the list of options. How do you add a library that isn't there yet?

Where can I find information on how DocuSign process personal data collected in the submitted documents.

I do not have the option to drop documents to get started 

I have a document which was signed by myself and one other recipient. I can see the audit trail for this in history and the Certificate of Completion.Is it  possible to send / forward this document to a third recipient and include the audit trail of signatures so that they can view not just the document but the original audit trail in history  and/ or the Certificate of Completion from when the document was signed.Thank you for your help. 

I completed and uploaded the CSV File and then got an error saying “There are errors in your bulk list. If you need help fixing or formatting your list, see our help page.Help”  The errors seem to be in the Owner 1::Identification column.  I want the doucments to be SMS verified.  I have tried “Phone/Auth” I have tried “Phone/Auth.” and “SMS/Phone” and SMS/Phone.”  What syntax do I need to use in that column?

When will Illinois be added for remote and electronic notarization? The last information posted on this website discusses how it will be implemented once Illinois develops its remote and electronic notarization rules. Well, Illinois has developed its rules. Remote and electronic notarization is live in Illinois.

Good morning.What happens to a user's envelopes after they are closed? Are they deleted in accordance with the configured retention policy?Thank you in advance and best regards.

Envelope Id: I received a DocuSign-ed contract / agreement with my side of eSignature. How can I get help from DocuSign while I am not an initiator and I am just the person required to sign the document. I do not have a subscription to DocuSign yet. Signing a document does not require an account with DocuSign. The document is obviously forged since:(1) I have never received the DocuSign email requesting for signature at all; I believe that my email in the document is Spoofed and the eSignature is forged;(2) my eSignature in the trial account is different from the document; For example, if they sent to my email requesting for my signature, the signature will be Abc Xyz, not Cde Xyz with is another party on this agreement;(3) The timestamps of all actions within 5 second each from sending, reviewing to signing while I was still sleeping in the early morning: Envelope Summary Events Status TimestampsEnvelope Sent Hashed/Encrypted 2/5/2024 6:38:56 AMCertified Delivered Security Checked 2/5

Has anyone worked on integrating DocuSign with Salesforce Education Cloud?

Hi! I’m having trouble with a OpenType-formatted font, Flama. When creating an envelope with a word document with this font, something happens when it’s converted to PDF by Docusign and the font changes to Times new roman. Also, sometimes numbers or letters disappear. Is there a list of supported (or non-supported) fonts, so I can change my document styles? Other classic fonts like Arial, calibri etc works fine, it’s just this one in particular I’m having trouble with. If I choose Print to PDF in word, the font is OK. However, when I choose Save as PDF or Save as Adobe PDF, and then create an envelope in Docusign, it seems like letters disappear or gets replaced with “X” in a box. Anyone having the same problem? Embedding the font in the document and converting it to Truetype does not solve the problem.Regards.

Hi, I have a document, where I want to assign for initials for 2people and 1 person for the signature. Where I don't find any option of initials in DocuSign to assign, and I don't find any settings tab in my DocuSign account too. How do I do it?  

Hi all, how can i get the sign date of a signed PDF document starting from the DocuSign Envelope ID ?Many thanksEnricoGENERALI ITALIA S.p.A.

We are using DocuSign IDV EU Advanced with Liveness, and Onfido is the partner.We have a particular need. Upon a signer selecting their country, various options such as National ID, Residence Permit, Passport, and Driving License are displayed. Is it possible to disable driving license?

I have one client who’s initial when she signs on her phone comes back black. If she signs on her computer it is fine.  The husbands comes back fine from his phone.  They are drawing their signatures and not selecting one of the standard print ones.  It is only happening on hers. They are signing real estate documents that I use all the time. I have never had this happen with any other client.  What could be the problem?  Could she being doing something when she is creating her signature?Thank you!