Solved

Hi,Hoping someone might be able to help.I’m trying to set document visibility, added the recipient as signer and checked the “ Recipients must be signers to view signed documents”. also added a field for the person in the file. however, the visibility is blocked. can’t be edited.Please advise.  

Hello,  I do not have the option to adjust where my Envelope ID is placed. I’ve followed the support step, but the option does not appear. I have a paid version of DocuSign. Can anyone advise here? For reference, below is an image of the support information showing where this would be. Underneath is a screenshot from my account. Thank you.  

We have signed and completed ALL fields, but there is still red around the some fields, even though they have been completed.  This is preventing us from Finishing.  

I want to know the list of salesforce objects that are accessible with Docusign and the API version of Docusign that is being used?Can i use nonprofit cloud objects such as "Program" with Docusgin?

Hi,I am struggling to access a document I signed a few months ago. When I click on the “Review Documents” button in the email I received from the sender, I am asked to click “Send new link” or “log in”. When I click “Send new link” I don’t get any new emails. I’ve checked the other folders and there is nothing there, and I’ve tried this many times for a few days but I receive nothing. What can I do, and who can I contact about this?Any advice would be deeply appreciated!

Hi what is the easiest way not to display the Opportunity name before Product Name in the column “DESCRIPTION” in the following example:  SERVICE CODE DESCRIPTION SALES PRICE QTY TOTAL PRICE <# <TableRow Select="/Opportunity//OpportunityLineItems" /> #><# <Content Select="./ProductCode"/> #> <# <Content Select="./Name"/> #> <# <Content Select="./UnitPrice"/> #> <# <Content Select="./Quantity"/> #> <# <Content Select="./TotalPrice"/> #>

The envelope signer e mail address has changed. How I can avoid, to get for a new envelope the suggestion with the old e mail address? Because otherwise I choose the old address for the signer by mistakte. 

I am new to DocuSign and, even though I already sent several documents out for signatures, I would like to create Rooms to have everything more organized but, it I can not find the way on how to do it. I already went to FAQs and it was not help at all. Does anybody know if this is an option for 1 Admin Accounts or just for bigger organizations??

When placing a text box into a template why does a second text box auto-populate?  I have a template that has one area for student and one area for parent and addresses or emails can be different. However, the text box in the student area auto-populates in the parent area.  How can I fixe this 

We are trying to utilize webforms in our office where reasonable.  One issue we keep coming up against is an individual contributor creates the template and then the form.  However, we want the form/envelope to route from our company account, instead of the individual.Our past practice for templates and powerforms was the change of ownership was the last step before we went live.  However, the webform edit page does not all change owner.  The last instruction I saw was that it could only be moved to an administrator.  That is not feasible in our environment.  Any ideas?

Good morning, I need to close my account before the end of July, I have done all the needed steps but my account is still open after 24 hours since the closing proceed, Also, I didn’t receive any feedback about the correct closing.Plus, I need to know if there's a pec email address.Thanks.

Or is there a way of retrieving an uncompleted document that I was working on? Every time my internet falls away I have to start again - I haven't managed to complete a document yet!

Hello.  What is the best practice for an educational institution that needs to obtain a student’s signature on a DocuSign form that also requires a co-signature by a representative of that institution? There does not seem to be a bulk signature option when multiple documents need to be processed.  Does anyone have any suggestions about how to address this need most efficiently?Thank you.

Though I am the administrator for our account, we have several users who each send envelopes. Is there are way for notifications to go only to the sender?

I am new and would like to pay my deposit.  I was approved yesterday but need help on where to go.  It was due today and no luck so far.Please call me and provide me with instructions.  You already sent me one set of instructions but that was of no help.  The money was due today for unit #214

Hello,I would like to know if DocuSign's digital signature feature works differently from the eSignature feature. Additionally, I would like to confirm if the Business Pro plan is limited to 100 envelopes. thanks,Rishi 

So sometimes, I receive a notification email that a document I sent out (I’m not the signer) was voided. How do I disable this notification email (on documents for which I’m not the signer)?  

I have to send a file signed with Docusign to one of my clients, who will then add their stamp onto the file via Adobe Acrobat. When I send them the file, they tell me they cannot add the stamp since the document has been protected by Docusign automatically. Is this normal behavior? How can clients add their Adobe stamps onto Docusign issued files? P.S: I usually download the signed file first, then attach it onto an email to the clientsMany thanks in advance

Hi, I need to add the phone number field to a template, something like (###) ###-####. I have tried to create a custom field, but to no avail. Can anyone help me? TY!

Hi all - has anyone had an issue when using the option to Sign a document in that you cannot use a another signature other than your default signature? Some of our colleagues are experiencing this today, (but apparently there was no issues earlier in the week)? Thanks

Does anyone know how you can retrieve the usage data on the eSignature Business Pro plan?  We would like to monitor how many envelopes were used and remain for our current billing cycle. It would be very helpful if we could get this from the Admin Console.

Hi,i don’t have access of docusign setup in my salesforce org. How to resolve it ? 

I have submitted a signed PDF document but it has been rejected because it contains the incorrect type of digital signature.  I have been informed that they can only accept an Advanced Electronic Signature (AES) or Qualified electronic Signature (QES).  they do not accept other types of electronic signatures, including simple Electronic Signatures.  Can you please advise how i make my signature a AES or QES?Thanks 

Hello,our organization has a custody transfer rule where, on completion, templates from a specific group transfer ownership to an individual user so that they can view the form data. I have setup shared access between this individual and another user (with sending privileges) so that if the person is away, the other user could switch access and view the form data. Both of these individuals are in the same group, the user who takes ownership is a DS Admin, the other person is a DS Sender. However, if I'm logged in as the user that is not in the custody transfer rule, and I try to switch access to manage envelopes as the user who is in the rule, I still can’t see the Form Data. Is this expected behaviour or is there a way to get around this? Do both users have to be Admins? I noticed that I can’t add the 2nd user to the custody transfer rule, it can only go to 1 person.Thank you!

HiI need hep in setting up docusign for myself and 2 other employees to use on the app. I all I need is to figure out how we can all access the same templates to send envelopes, through the app and the website.Thank you in advance.