Solved

I have a document that we send out to customers and ask them to enter a code that has to be at least 6 digits long. Is there are way to ensure the signer enters at least 6 numbers? 

Hi thereI am having trouble solving a signing workflow challenge.  Looking for ideas on how to get around it.I have an enrollment agreement for a course templated in Docusign.  It’s an online course so people who are interested answer some application questions and then fill in and sign the enrollment agreement.  Once they do that, our admissions team gets the application and the learner signed agreement.  If all looks good, ideally our team could counter sign the agreement and then everyone would automatically receive a copy.Our challenge is that sign the learner signs first and since it is all online, we don’t know who they are.  We don’t want to add the friction of having to go through email verification - we just want them to filling the form, sign via docusign and then we countersign and everyone gets a copy.We are struggling with how to do this without the email verification step.Any thoughts welcome! 

If I want to draw a line thru certain wording on a document before sending to esign, I heard it was thru “pre-fill tools”, but I can’t find that any where on my account/screen view. Thank you.

I want to give a new card to charge for the service  

I received a signed document with a Black box over the signature , how do we remove it or why is it doing this ?

Hello,  Is there a way to turn off reminders for a specific envelope / signer? Thanks, 

I'm an administrator for our Real Estate DocuSign plan and cannot figure out how to enable powerforms. Everytime I set one up and click finish it says that I have not enabled powerforms. I've looked on how to enable them in settings and cannot figure this out on my own. Help?

I have a SaaS product which already uses Stripe, I want to offer users the option to pay by invoice, so I added DocuSign to Stripe and I’ve created a template, but I can’t work out how to set up the workflow where a user clicks on a “pay by invoice” button is given the DocuSign order form. Ideally, I’d like to use a web form, but there’s no obvious pathway for managing these features and the documentation seems to be all about hitting the SEO algorithms rather than helping users. Do I have to use the DocuSign API for this process?

Hello,A co-worker of mine has been using a “free” account which I need to merge with her user profile I created under our business account. Can you help me with this?

We have a standard DS button on cases for HIPAA verification and Related list to case which is Lookup to case from case contact (custom object). The issue is when configuring Recipient under relates list feature of DS I’m not able to limit the choice for sender to choose from case contact (a related list/lookup to case) Instead I’m getting all the org email ids to choose from which I don't want. I want users to send/choose from document to only related case contact object. 

Hi. I’m designing a form in Microsoft Word 365 using Content Controls. No Legacy Tools / ActiveX form fields are being used, just Content Controls. (It’s possible to mix them, but not a great idea.)The DOCX will go to customers - who may or may not use DocuSign - for their input and signature, and countersigned by our Legal department with DocuSign.What’s the best way to create this form so it can be signed using:Either DocuSign or an uploaded image* by the customer, and DocuSign by our Legal department?*For the uploaded image option, I’m using Word’s Picture Content Control.What Content Control type have you used to hold the DocuSign signature? Rich Text? Picture? Something else?We need flexibility in the customer case and have known behaviour in our case. Assume our Legal team has the DocuSign Word desktop app add-in installed if it makes the answer easier. Thanks!

Are you able to filter out the “Completed Documents” by the Folder name?We could have 18 pages of completed documents and we only move them into a specific folder when the lease associated with the documents is completely processed. It becomes a problem to scroll through 18 pages of documents to locate every document that is not moved to a personal folder and is still in the “sent” folder.   

Hello, We have two users with shared access and have exceeded our 200 envelopes for our billing period. I purchased an additional 100 envelopes to solve this issue. We now need to assign this seat to another user and it won’t allow me to add it to an existing user. We do not wish to add an additional user which requires an additional email address and login. Can you assign the extra seat/additional envelopes to an existing user? Thank you, Iesha. 

I have had multiple signatories on a document but one has their date stamped incorrectly.They don't have a Docusign account. Why would this happen?

After I add items to my template and send to the client, I have set it up to send me a copy.  Problem is that only the client is getting the full version as I sent it and I am only getting it without the information I have added so I’m basically only able to view the template version of what I sent.  How do I change this?

I decided to pay a year in advance to use docu sign instead of e sign on our mls and still having trouble.  Don’t have any idea how to start and need a tutorial perhaps on it.Thanks.

We signed a docusign contract with a boat yard in August of 2023. Now they are claiming they “lost the contract” and we need to sign a new one. Can someone please tell us how we access what we signed?We now believe they had all the copies of completed go to them, we cannot find where the completed document was emailed to us, but have found where we, as the signer, are registered under their email, and the document was voided. We have the number from where it was voided. 

Hello, I would like to integrate Docusign in a hubspot CRM, but I encounter a problem with the connection to my docusign account, it says that I’m “partially connect”. Did you guys have the same problem?   Also I didn’t find the “connect button” in Docusign to enable the connection.

Hi, i had the basic real estate plan that only allowed 5 envelopes to be sent a month. Once i reached that quota, i had to upgrade to continue sending docs to be signed. I upgraded to NAR real estate plan which was like $20 more but i still cant send documents, keeps telling me to upgrade. Kind of confused how envelopes work on docusign. Which plan do I neded to keep sending more envelopes? Or can i somehow re-use envelopes, or does 1 envelope mean only 1 time sent? Sorry for the confusion but not sure what plan i need since it doesnt specify under plans

Hello,In an envelope template I have a payment item to sign and pay at the same time.I need to be able to give the envelope template a Value  (which belongs to the record that generates the document to be signed) to be able to have traceability in my applicationCould someone tell me if it is possible? I have tried to enter a field as if it were a formula, but no, in the payment (in my case Stripe) it gives me the text, not the formula

We almost reached our limit of 100 envelopes.We want to add an extra 100, but want to know if extra envelopes are only valid within the annual contract, or if leftover envelopes carry over to the new year.We'll not need all the 100 envelopes before the end of the first annual contract in October.  Thanks!  

I have an account and my current work email is going to be changing. I need to migrate to a new email, but it is not working

Using Correct, I am unable to remove or reorder signing order of any CC’s on a sent envelope. Once the envelope is sent, the option to modify a CC recipient is greyed out, but all other recipient types are editable. The documents in the envelope have not been viewed or signed. Ultimate goal - I do NOT want the CC to receive any notifications of a completion, void or expiration. Please advise if this is possible. 

We have Power Forms that go directly to our accounting team when completed.  They are gettin duplicate copies of these completed forms.  Is this just us or is anyone else having this issue?

Hello!We recently upgraded from eSignature (Legacy) to DocuSign App Launcher in our Salesforce environment.  We have two use cases for our users with DocuSign.An API call is made where a document is generated then sent using the system sender email A DocuSign button is pressed to allow users to send a custom document in an envelope to a client.Once we added permissions for our users to accomplish the second use case, envelopes that were generated via the first use case started being sent out from users personal email addresses rather than the system sender email address.Is it possible to allow users access to customize documents and send out envelopes via the custom DocuSign buttons without either having to add them as DocuSign users in Salesforce OR to set the default email that ALL documents that come from Salesforce come from to a specific address?  It seems like we could hard code into our solution for the first use case that the email address used is always our default, but this s