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Docusign Employee
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asked in eSignature
How do I get a witness signature

I need to send a document for signature that requires a witness signature - but I don't know who the witness will be.  How can I enter a signature line for an unknown person?

381
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
New to Docusign Please Help with sending to Guardian

I need to upload a template and have the Guardian sign and date, send back to me and then I would reupload template and have a clinician and Patient sign on a different date. I also need to learn how to add radio buttons and their value making it possible that once the Guardian signs and agrees to services, the patient and clinician cannot click and undo the buttons that Guardian originally signed. 

111
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Docusign Employee
6 years ago
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Docusign Employee
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asked in eSignature
Recipient role for review only

How can I set a recipient role just for review document but no need to sign before another recipient who need to sign?

2113
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Docusign Employee
6 years ago
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Docusign Employee
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asked in Salesforce
Can we assign specific template and recipients based on Salesforce fields

Hi team, We are looking for docusign as potential solution and working on proof of concept but not able to find an answers for below. can we assign diffrent default templates on the basis of specific conditions. For example we have custom pick list field and for all pick list values we have diffrent templates. If opportunity is selected with specific value then associated template should appear as selected.Can we set default recipient on the basis of contact role? For example all contact role with primary role should be marked as recipients we have certain statements and checkboxes on document. This statements should be only visible and checkbox should be only check when certain criteria is meeting in Salesforce. if above scenarios are possible then can you please provide some documentation around it.  Thanks

311
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Power of Attorney Signature

There are instances where I need to sign a client's name (as a power of attorney) in addition to my own. How do I set up the docusign signature block?

3321
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Text Box Question

When I use the text box, I am careful to align words and margins so that my text flows normally and the text ends appropriately and not in the middle of a company etc.  When it gets to the signers. it has changed from what I entered. Why? EXAMPLE ONLY should look like- ahfkhf;ahf;sf   aksfh;sfh;  iasd;IEHF;EHFOGHSAKD LKALSHKS lfsif;ljgldslLFJOE   ASKDJoihdejf'lef'lfjslf;skd jflfsljfl and ABC Company Inc. I get-  ahfkhf;ahf;sf   aksfh;sfh;      iasd;IEHF;EHFOGHSAKD LKALSHKS lfsif;ljgldsldjLFJOE         ASKDJoihdejf'lef'lfjslf;skd jflfsljfl and       ABC Company Inc.  (it moves the rest of the name down and creates bigger spaces in the sentence) 

584
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Embadded Signing - Hide 'Decline to Sign' option from contract

I am using embedded signing via template and rest API. Using template, I am creating a contract and presenting it in iFrame for signing to the customer. I have a requirement to hide 'Decline to Sign' option from the DocuSign contract so the customer can’t decline it. In code I added setEnableWetSign("false") which is hiding 'Print and Sing' option only. and I could not find any other API method for hiding 'Decline to Sign'. Could you please tell me if any API available to do this or any template or account level setting required?

1842
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Docusign Employee
6 years ago
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Docusign Employee
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asked in eSignature
Editing a finished document,

Is it possible to go back into a finshed document that has been signed and correct typing errors?

201
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Can I update one of the signer's email addresses when the document has been partially completed by other signers?

I sent a document to 5 signers.  All have signed except for one.  I wanted to send this document to the last signer's assistance to expedite the signing.  Can I update the last signer's email address or forward the document to the last signer's assistance when the document is partially signed?

481
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
PowerForm

When a user initiates a PowerForm, provides a signer's name and email and then clicks "Begin Signing" it immediately brings up the document and prompts them to sign it.  Even if they enter a different person's name and email address.   This allows anyone to sign as another person.  Is there a way to prevent this?

541
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Is it possible to change the sender's name in the subject line to someone else's name not on the account?

Is it possible to change the sender's name in the subject line to someone else's name not on the account?

121
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How can I remove a signer after I have sent the document our for signature

How can I remove a signer after I have sent the doucment out for signature?  I incorrectly showed I had to sign too and I want to remove myself as a signer without voiding the package

2791
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
New Experience: Signature size setting?

In Classic, I could set signatures to be a specific scale, say 50%. I could even select multiple signatures and set their scale all at once in the Edit Multiple Items dialog.Is there really no way to indicate scale for signatures in New, other than the error-prone method of manually resizing each signature?https://support.docusign.com/en/guides/ndse-user-guide-adjust-field-size

293
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Any tips for confirming the docs agreed via email (e.g. Word + Excel) are the same as those posted to DocuSign for signature?

HiWe have just started using DocuSign with our suppliers and one of them raised a question today. How do they know that the Word and Excel docs we have agreed on the details of over email are now the same docs that were uploaded to DocuSign for them to sign?Obviously, we could have a file naming convention, that would be reflected in the name of the doc uploaded to DocuSign, but just uploading a file with "v.12.6 Final" in its name wouldn't mean that it hasn't been changed.They will also have copies of the Word and Excel files that we have agreed, but when they are lengthy docs how do they compare (apart from a manual line by line) with the PDF in DocuSign?There may not be a perfect answer to this one, but any tips would be appreciated.Thanks.

502
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Docusign Employee
6 years ago
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Docusign Employee
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asked in eSignature
Optional fields but required to read?

Hi there! Is there a way to have optional fields but make them required to read when requesting signatures? Currently, the optional fields get skipped over the mutiple signatures; we need the client to read these.  Thanks!

512
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in Salesforce
How to make a template default while using DocuSign for Salesforce

Hi I just have one template set up in DocuSign and want to use the same to send out each time when I send out the document to my leads using Docusign for salesforce. Is there a way to default the template? Thanks

311
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
using templates for different recipients

Revisiting DocuSign after years of not using because it just created way more work.  I have a template that is a contract for our transport company.  I need to change some fields each time (every time we ship its a different product and dimensions).  It needs to be sent to several different clients a day.  They need to fill in some fields on there own.  I cannot figure out how to simply list them as a recipient and send the contract.  Each time I do it seems I have to "edit" the form to change the fields (awkward).  I want to just click a button, enter an e-mail, make the changes and send the document.   I also seem to be permanently listed as a signer, if I try to take myself off as a signer I will lose all the fields associated with me and that is all of them....essentially deleting the whole document.   Just seems way more complicated than it should be, doesn't help that I'm no technical wiz.  Any Help is appreciated. 

482
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Changing signature on DocuSign app

I have a user who had to adopt a new signature after a recent update on the DocuSign mobile app. His signature came up as a squiggle and now he is unable to figure out how to change this signature on the mobile app. A support article I came across for changing signatures said that this isn't supported on the DocuSign Android or iOS app. Is there any workaround to this so he can adopt a new signature and not have the squiggle signature going forward when he signs via the mobile app?

412
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Docusign Employee
6 years ago
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Docusign Employee
Community UserLegacy User
asked in eSignature
Is there any chance to retrieve documents deleted two years ago?

Hallo, I need to recover some documents I deleted in 2016 from my actual account. Are they permanently deleted or is there a chance to retrieve them? Thank you very much for your help. 

924
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Docusign Employee
6 years ago
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Docusign Employee
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asked in eSignature
Re-sign ?

Is it possible to electronically re-sign a document already signed electronically by a tool different from Docusign ?

444
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Creating a template with date restrictions

I am creating a template that requires a start of care date for the signing party, however this date can not be prior to the date the document is signed but can be the same as the date signed. Is there a formula or condition that will allow me to limit the date entered for Start of Care (a text box formated as a date) to the date signed or after? 

282
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Sharing Envelopes not working

I have shared a user's envelopes with multiple other users.  Some of them are able to access the shared envelopes while others cannot.  When users login, goto manage, and click "Shared Envelopes", some users see the Sender's account as an option, and others just see " You don't have any shared users."  There is no other differences I can tell between the users who can see the shared envelopes and the ones that can't.  Looing for troubleshooting steps.  I have made sure that the sharing is going the correct way, meaning the sender's envelopes are shared with the viewer.  This is confirmed because as mentioned some viewers can see the shared envelopes while others can't even select the user.  Any suggestions would be appreciated.  Thanks.  FYI, the envelopes were created using a template and powerform, in case that makes a difference.

551
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Email Configuration

Hello, I would like to put the "review documents" link in the email that is sent to recipients at the bottom of the welcome email that is generated by Docusign. Is that possible? We would like to customize the email that is sent out to recipients as a welcome email with information about hiring date/time/location and other pertinent information. So, we want to ensure that the recipient reads through the whole email before reviewing the documents to sign. Is there a way to restructure the email so that the custom welcome email is viewed first with the "review documents" button at the bottom? Thanks!

181
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Docusign Employee
6 years ago
C
Docusign Employee
Community UserLegacy User
asked in eSignature
Template Restrictions but allow Signer Role change (Host a Signing on iPad)

Hello all.  I want to publish templates to my sales team.  I do not want them to be able to change the data fields that have been created (move, edit, delete, etc...).  I have figured out how to protect the document....perfect, with one exception.  I do want them to be able to change the Signer Role so they can use their iPads in the field to collect signatures if they are in person. (ie Host a Signing)  By default the signer roles on the templates are set to "Needs to Sign" which shows up as "Remote" on the app.  I would love to do this via the Docusign app but Safari or Chrome access would be okay too.  My suspicion is that by locking down the templates I have also locked down their ability to change the Signer Role.  Any suggestions?

211
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Docusign Employee
6 years ago
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Docusign Employee
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asked in eSignature
Jurisdictions allowing esignatures for contracts

The principal legal issue is whether electronic signatures are legally binding under the law governing the contract.  Is there a listing of which jurisdictions allow electronic signatures for contracts?

171
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Docusign Employee
6 years ago

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