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4931 Topics
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

654
A
Newcomer
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.

305
M
New Voice
A
Conversation Starter
alexisdgConversation Starter
asked in CLM
External Review Comment Character Limit

Hello Everyone, Does anyone know if it's possible to remove the character limit on external review comments? Any insights would be a big help. Thank you!

221
Alexandre.Augusto
Docusign Employee
T
New Voice
Teri.MaierNew Voice
asked in eSignature
Combining a personal and work user account

One of our secretaries created a free, temporary DocuSign account. We want to get her set up as a user on our company account, so we created a user account for her. However, she used her work email address for the temporary account, so when she tries to log in, she is directed to her temporary account. Is it possible to merge them? She has one envelope in the temporary account. Ideally, we would like to move that to the company account. Thanks, Teri

1014
D
Docusign Employee
U
Newcomer
UeirinNewcomer
asked in eSignature
Can DS Admin view and download all envelopes?

Hi, we are trying to assign Admin roles and need to know if DS Admin can view and download all envelopes? When we test the DS Admin role, it seems like the access does not allow us to view and download any documents / envelopes sent out and signed by our company users unless shared access is granted. If User resigns and we don’t have access to their envelopes, then the documents will be lost forever? PS: We are not using CLM.

38757
N
Community Moderator
Mdawg
Newcomer
MdawgNewcomer
asked in Microsoft
Add-ins for Outlook and PDF readers

Hi there, Newby question - Are there any Docusign add-ins available for MS Outlook or common PDF readers such as Adobe Acrobat or MS Edge? I’m basically wanting to create an envelope directly from these apps rather than having to import a file into Docusign itself. Thanks in advance for any suggestions.

502
Mdawg
Newcomer
E
New Voice
elvaNew Voice
asked in eSignature
e-signature

I would like for someone to reach out to me. I have an issue that has been unresolved. Please reach out to me to via email or phone

10510
E
New Voice
L
Newcomer
LreddingtonNewcomer
asked in eSignature
How to share drafts/unsent docs with other users?

Hello, Our paralegals would like to be able to see each others drafts/prepped but unsent documents. Beside sharing login info, is there a setting that would allow that?

1524
JohnSantos
Valued Contributor
N
Newcomer
nfloresNewcomer
asked in eSignature
File appears broken after uploading

Upon uploading the file I would like to have signed, it appears to be broken and Docusign cannot show a preview or allow me to place any of the necessary fields onto the document. Has anyone had this issue before?

1722
N
Newcomer
E
Newcomer
eduardosfernandezNewcomer
asked in Microsoft
HOW TO SEND AN ENVELOPE WITH SEVERAL DOCUMENTS - MICROSOFT POWER AUTOMATE

Good morning, I am creating a flow in Power Automate, in which signatures several documents in a single envelope, I have not been able to find a way to attach them all in a single envelope.-Usually they are envelopes of 10 to 15 documents.-The names of the documents always change. Initially I tried to use OneDrive, then SharePoint, but I can't get it to take all the documents in the same envelope. I really appreciate your support, thank you

1536
C
Newcomer
C
New Voice
Christopher.parrishNew Voice
asked in Docusign Admin
How to make Docusign Emails to internal users not appear as an external Email

Due to our Email security all external Emails are tagged letting the user know it’s an external Email. I would like to know if anyone has had success in somehow identifying Docusign Emails destined to internal users as an “internal” Email. I’m trying to remove the security banner so my internal users don’t think Emails from Docusign are spam/phishing Emails, as seen in the red box in this screenshot. Docusign support has been less than helpful.

671
Hengfeng Ge
Frequent Contributor
R
Newcomer
RikkeHeesgaardNewcomer
asked in eSignature
Change of date formate does not change in signature date

I have followed the guide to change the date format to YYYY.MM.DD - but it does not change on the stamp “signed date” field as allocated in the template. Why is that?

163011
C
Community Moderator
R
Newcomer
ryanmioNewcomer
asked in Extension Apps
Possible to build a chat app extension?

I can’t tell from the documentation whether extension apps have an sort of UI component in the platform or if it is purely a step in workflows

985
R
Newcomer
N
New Voice
Nicholas H.New Voice
asked in eSignature API
Using API Embeded Signing with User Auto-Provisioning

We are using the embedded signing, so the users do not have to leave our app which means we are using the APIs to facilitate this. We are trying to automate the process of onboarding/auto-provisioning users into DocuSign so they don’t have to go to the DocuSign site first. We have Auto-Provisioning turned on and it works when a user logs into the portal. My question is, should the auto-provisioning work through the API’s where if we search for a user's email, it will automatically add them if they exist within our domain. Or do we need to have a process that checks if a user exists in DocuSign and add the user if they do not.

9610
N
New Voice
R
Newcomer
rhekssNewcomer
asked in eSignature
Is it possible to change the signature template (e.g. Font size for each element)

I am using CFR Part11 signature template and it looks too wide vertically, so i wanted to edit the name, reason and time smaller but it seems that only designed templates (and there are only two) are available. Is there any chance to edit manually?

454
C
Community Moderator
V
Newcomer
Vandit VINewcomer
asked in Docusign Admin
I want to redirect the email notification that account holder receives , (the person's email whose account it is) on completion of envelop signing

I am using e-signature api for allowing signing the document for different users, now if the users signs the document , all the mails of completion of signature , is coming to the email of account holder’s email. For example i have developer account with email xyz@gmail.com, now I use its api key and other things in my app to accelerate the document signature process,on completion of envelope signature, i receive mail on xyz@gmail.com , I want to redirect that mail. Is any solution available to achieve that?

631
Hengfeng Ge
Frequent Contributor
E
Newcomer
evanLiNewcomer
asked in Embedded Signing
How can I modify email-title in embedded signing?

Hi, I’m wondering that can I modify the “Message from {xxx}” using API or website? I knew that there is email-subject and email-content can be modified in template setting, but I want to show business partners’ name on the “agree-to-use-eSignature” page

271
Hengfeng Ge
Frequent Contributor
JohnSantos
Valued Contributor
JohnSantosValued Contributor
asked in eSignature API
Purging documents

I’m testing the API call to add an envelope to be purged. I have a completed envelope ID from one of our Dev environment. I’ve been able to successfully change the purgeState from “documents_and_metadata_and_redact_queued” to “documents_dequeued” using the API Explorer from developers.docusign.com When I try the same API call from Postman, I’m getting the following error: "errorCode": "DOCUMENT_PURGE_FAILED", "message": "Error adding documents to the purge queue. Only the sender may remove the envelope documents" I can make other successful calls using Postman. I’m the same user; that sent the envelope. Any idea what the issue is in Postman?

694
B
Docusign Employee
Wendi Barker
Conversation Starter
Wendi BarkerConversation Starter
asked in eSignature
Require recipients to agree to electronic signature each time

Hello everyone! Is there a way that we can force recipients to have to check the box agreeing to the electronic disclosure every time they receive an envelope. I am thinking it is the 3rd option below (first time viewing each time the recipient appears in the signing order) but when I read the description in the documentation the wording to me wasn’t clear if this will accomplish what we are wanting.

545
Hengfeng Ge
Frequent Contributor
K
Newcomer
knowrahuljNewcomer
asked in eSignature API
Purging documents via API

Hi, I have a usecase where contracts are created using a salesforce workflow through a user and I am trying to purge those contracts via APIs. While purging documents I am getting an error that only the sender can add documents to purge queue. I am purging documents via APIs and docusign does not allow to add API user to act on behalf to docusign Users. Is there a workaround for this which would enable be to purge documents created by other users?

223
Hengfeng Ge
Frequent Contributor
O
Newcomer
oliviamallyaNewcomer
asked in eSignature
Changing date format of signed document

Is there any way to change the date format of a signed document? I have changed it on the backend after sending but the signature still has the old format on the document.

1834
L
Newcomer
R
New Voice
RoseFrequencyNew Voice
asked in eSignature
Sharing Docusign Template Externally

Hello—I created a template in DocuSign for one of our clients that they would like to use. Is there a way to directly share the template with them through DocuSign? When I try sharing through DocuSign, I can only share internally. I tried downloading the template and emailing it to the client, but they do not have an enterprise account so they cannot upload .json files.

642
A
Community Moderator
U
Newcomer
User1234Newcomer
asked in eSignature
Configuring Signing Reasons

Is there a way to configure the system to have different signing reasons for internal and external users?

732
A
Community Moderator
M
Newcomer
MehmetMHYNewcomer
asked in Extension Apps
Sample Legal Documents For Testing

Hi everyone, I'm developing a DocuSign extension and need public legal documents to test it. I'm looking for real legal documents that are free and available for testing purposes, without using any private or confidential information. Any suggestions would be greatly appreciated. Thank you!

1665
C
Community Moderator
G
Newcomer
GRLinscottNewcomer
asked in eSignature
Help deleting / replacing logo ...

Hi, I have an old company logo that I want remove from sending emails. I have tried replacing it in Admin->Brands->Sending by uploading a blank logo: Yet it still appears in the sending email ….

241
G
Newcomer

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