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Docusign Employee
Community UserLegacy User
asked in eSignature
New button missing

​I am new to Docusign and when I connect with my company email, I do not have a NEW ENVELOPE button or any NEW button in the blue bar at the top.  Not in Home or Manage.  Do I need special access?  Any help is great.

251
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to manage users account membership through the Azure Active Direcotry (AAD in Office365)

Our Customer have just implemented Azure Active Directory Integration. We help him to configure SSO and Automatic Provisioning for one account and it works properly. But yesterday the Customer opened 3 another account within an organisation. But we have no idea how to manage users account membership through the AAD. We have tried to do that by mapped AAD users extension attributes, but I am not sure if it is a good way. Are there any documentation about that? There is no word about it in DocuSign Administration Guide.

492
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I am new to docusign. We need to be able to have a random truck driver (I don't know his name or email), walk in and sign our invoice on a tablet (mobile app). What is the best way to make that happen?

I am new to docusign. We need to be able to have a random truck driver (I don't know his name or email), walk in and sign our invoice on a tablet (mobile app). What is the best way to make that happen?

102
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Template for bulk send

After creating a template, with a role specified and applying all the necessary tags to the document, I saved it. When reusing, I select bulk recepients inputed the CSV file, the bulk entries becomes a second recipient entry which requires me to tag again. I have quite a number of tags..  This is not how template should work right? it should allow me to use the current tags right?

6010
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
The form fields in my pdf document disappear after I send the envelope. Does anyone know how to fix this? The fields are included in all previous documents sent

The form fields in my pdf document disappear after I send the envelope. Does anyone know how to fix this? The fields are included in all previous documents sent

6731
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I'm sending a doc to 300 clients, 1 email per family but need spouse to sign too. Any idea how to get a 2nd signature when using the bulk feature?

I'm sending a doc to 300 clients, 1 email per family but need spouse to sign too. Any idea how to get a 2nd signature when using the bulk feature?

255
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I need to edit email addresses on my contact list

I need to edit email addresses on my contact list

405
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Does the IRS accept DocuSign for Power of Attorney Form 2848?

Does the IRS accept DocuSign for Power of Attorney Form 2848?

2253
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I unsign a document where I'm the only signer?

How can I unsign a document where I'm the only signer?

7011
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How is it that a cloud based service has a limit on the size of documents? (25MB)

How is it that a cloud based service has a limit on the size of documents? (25MB)

391
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
We have a one signature power form that creates a ticket in our Zendesk instance. The from sender shows the Docusign owner, but the behavior we want is for it to show a different e-mail address so it can be threaded in Zendesk correctly.

Is this possible? We have a lot of forms and would like to set unique e-mail addresses on them (so I can't just change the user e-mail address).Thank you!

171
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a way to export field data from a completed envelope?

Is there a way to export field data from a completed envelope?

1264
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do i require a person to fill in at least one checkbox option before completing the document?

We have a template complete with check boxes. We need the person filling out the form to choose one box in order to complete the form. Currently, people can skip over the check boxes without selecting one. How do I make it required?

4431
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
We have a new document (9 pages) that needs to be templated. That templated document will then be inserted into multiple existing templates. Is there any way to format it once and then insert the file into these additional templates?

We have a new document (9 pages) that needs to be templated. That templated document will then be inserted into multiple existing templates. Is there any way to format it once and then insert the file into these additional templates?

384
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Can I add a signature to a completed document?

Can I add a signature to a completed document?

1023
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do I set a field to have exactly 24 characters?

Hi all,I have to set a field to be 24 characters long and alphanumeric. Do you have idea how to do this?Thanks,Clara

1094
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in General
Trusted IP ranges

What are the IP ranges we can expect DocuSign API traffic from? I've seen the Saleforce article but not sure if the same IP ranges apply? https://support.docusign.com/guides/dfs-admin-guide-add-ip-ranges

914
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
how do I edit a document that I already sent out for signatures?

how do I edit a document that I already sent out for signatures?

1041
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Mandatory Text Field

If I put in a text field that a signer needs to complete, how can I make entry of data into that field mandatory? I don't want them to be able to skip over the field, but be required to complete it. Thanks Carl

773
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How do you turn off the automatic populate option for a custom field?

I have created a custom field with three options, for a series of questions. However when the signee selects the first option, this option is populated against the other questions. I would like the signee to select a different option for each question.

1441
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
how to add my wife signing

how to add my wife signing

43
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Please cancel my DocuSign account, no longer need it

Please cancel my DocuSign account, no longer need it

371
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
I have a template that I'm creating where the person selects what type of entity they are: Individual, Corporation, Partnership, Trust <radio button> Then I have a text box for them to fill out if they are "Non Individuals".

I keep trying to add conditional statements on the text box to enable if "Corporation" or "Trust" or "Partnership" is selected but when I do I keep getting "This field is already conditional" on the second condition.Thanks!-Tim

376
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Identify
How do I sign a knowledge base authentication when it is not even allowing me to get to the security question screen?

For the past few days and more then 8 hours of phone calls between the sender, docusign, and lexisnexis I am still where I started at. I am beyond frustrated! I am trying to sign a loan document that requires me to pass the security questions. The first screen is the ID check which goes to an error message "unable to find your name in the public information database" - I called lexisnexis to verify that they can access my information and that the information I am entering is is exactly the same as what they have. They state all is well on their end. I called docusign, spoke with 2 tier operators twice - had my sender on a 3 way - shared my screen and nothing. Docusign says ask the sender to remove the security - sender requires it and will not remove it. Lexisnexis states no problem on their end and docusign states it is lexisnexis. I can never get past the ID check! There has to be a way to resolve this. From reading the questions, this problem has happened before

1835
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Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Is there a way to get formula fields to automatically calculate a date based on terms?

I need to create an attributed calendar (date) field that must be automatically filled when the user fill in the "Effective date of Contract" attribute field and a "terms" field that contains ammounts o months duration (i.e 30, 60, 90 months...)I haven't found any way to acomplish this, I've tryed with Smart Rules or Workflows, but those features didn't calculate the final value (initial date + terms = final expiration daet) in real time ( when the user is manually fillin in the attributes values).

551
C
Docusign Employee
5 years ago

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