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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 But when I do it, DocuSign certificate is added and valid, but the other certificates are no longer valid.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

Hello, For the Enterprise Pro Plan, how does the billing work?  If the user base declines (Fewer signatures etc.) does that translate to a cost savings?

Which Version of Docusign do I need for RON signings?  I also need the verify option too for ID’s. 

I am adding text and checkboxes to a rather large application form and now it has suddenly stopped letting me add anything to the form! I have saved and logged out etc but when I go to start again with entering text and checkboxes it now deletes anything I try to add? Any ideas anyone?

Hi,How long is the Certificate of Completion (COC) accessibleafter purging an envelope after closing an account by a signer with no DocuSign accountWhat does a party have to to if he/she wants to validate a Digitally Signed document after 10 years? Is the COC still accessible in DocuSign?Or is the certificate available in the signed document for all time? If so, how validate that it is indeed a valid signature (and not a fraude document)?Thanks

I am trying to apply a template to my envelope using composite templates.However, the document sent seems to not have any fields in it.Envelope: d6f594c9-1626-46a8-b744-bea47c8e72abCan someone please check why the template is not correctly applied? I tried doing it manually and it was successful.Envelope: 8063789b-ac37-4df7-a611-2d51f545d2e5 

I’m trying to send an envelope via api with template in it. This is how it looks.As you can see, there’s the “Fields” in the left side which is not expected and I’m not sure why it’s showing. When I do this manually in Docusign, this is how it looks and what I’m expecting.It’s asking to fill in the fields and there are no “Fields” in the left side.Anyone knows what’s missing or the issue to my api? Thanks.

is there a way to test bulk import without it counting towards my envelopes? Every test ive sent to myself but it is counting towards my monthly total

How can two recipients download same completed document (PDF), and one of them has missing (blank) pages.  Am suspecting PDF settings.  Any ideas?

One of our employee is moving from one department to another and got 100 envelope. I need to know to few questions:which is the best option transfer now or csv transfer only completed envelope can be transferred? what about incomplete envelope?

Wow - not the easiest but a simple question.I don’t use or need DocuSign but maybe 2 months a year.  As a NAR member can I upgrade from free to the NAR Realtor for maybe 2 months on the monthly plan and then cancel that plan and automatic billing?

We are currently exploring elastic templates and want to better understand versioning as well as how to maintain the different templates incl. versioning. For eSignature, we are creating for every major version a new template. The templates are created on sandbox and after successful testing uploaded to production. When I was downloading and uploading elastic templates, I realized that the uploaded template always starts with version 1.0 and no version history is available. We are now wondering, how we should best work with elastic templates, because we wanted to use the versioning functionality from DocuSign for elastic templates, but continue download and upload of templates to reduce double work as well as ensuring no human errors in case we would need to perform changes on production directly instead of “transporting” tested templates.Are there any best practices recommended by DocuSign?

My documents are not being received by the signer I have done several tests on my own emails, and they are not being received.  Its shows they were sent in the history. How do you get help from customer service with this issue or can anyone help with this issue.  Thank you.

I have a document where the signer has to complete one of two sections, so I can’t make these fields mandatory because they only need to complete one, and only they will know which one needs to be compelted.  These fields are currently set as Optional, but that means the Signer can skip right past them, how to I get the to complete one of the two options?

I upgrade to the Pro options so that I can access to the attachment field and now I can find it all when I am creating envelopes to send out for e signatures. 

Hello,   I created a envelope and had all signers sign in appropriate spots but did not add the date.  How do I go back to the document to add the date? 

Hi everyone, I’ve signed a document a couple days ago, yet I have a problem with finding out whether I’ve used a qualified signature or just clicked “accept” and went on with the process. Is there a way to find out what I did? Thanks