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Why are things hidden on the start menu? I often need to see drafts or who I’m waiting on to sign and now I have to click more to find it. I have to click Agreements and then show more. There is a lot of space there. Why hide these and make it more difficult to get to? Please change!

I just purchased Docusign. I got contract ready to send. warning pops up“ envelop can't be sent . Envelops not allowed “ I am stumped

Hey guys!  I can’t seem to locate an important document my employer swears their HR dept. sent via a Docusign link.  I’ve searched all of my files top to bottom, inside and out, but I can’t locate it.  What can I do?  Please help.  Thanks!

Wondering if anyone else is disappointed that the MANAGE tab was removed from the recent upgrade.  Additionally, it was helpful to see status to say 0 of 2 waiting, if a document was started and no information entered, instead of “waiting for 2 others”.  That does tell me the document is empty.   Thank you

I need to work with a document that requires a signature based on the selected field. For example, if you are investing as an individual, you would fill out the relevant sections and sign in the designated area. If you are investing as a Trust, LLC, Corporation, etc., then you would fill in the appropriate field and sign. However, when I make the signature optional, I noticed that the prompt skips over the optional required signatures on the document.

The signature block of one of the signers has been mislocated to within the body of the letter.  I know both blocks were set up to be beside each other, and am not sure of how this happened and more importantly, how to correct it without invalidating the signatures.Besides requesting the signers go through this process again, what can be done?  And, what will prevent this from happening again?

I have been asked to have the recipients email address on the certificate of completion. Can this be done?

When I'm logged into my DocuSign account, the envelope ID shows coming from my address; however, when the email is delivered, it shows dse@docusign.net. This is confusing to recipients. Can I change this?

We require photo ID to be attached to our documents that are being signed.  Is there a way for the signer to attach a photo of their ID to the document during the signing process?

Hi all, We’ve had a few situations where some of our users will send an agreement for signature, but then the doc is returned via a separate email with a signature. In some cases users will have used their own instances of DocuSign to sign the agreement, presumably for their own archiving purposes. Now we have an agreement that has been only signed by the counterparty and still requires a signature by someone from our own team. I can obviously download the doc and reupload then only send the document to the users that needs to sign it on our end, however this will definitely be questionable as the certificate of completion will only be able to show one signature. How do I go about fixing something like this?Thanks 

Hello, Is it possible to do as the title says, and to bulk send a template that’s been shared to a shared account?  This is because we need to send out many documents to be signed and we would prefer they come a shared mailbox (ie company@company.com) rather than an individual (johndoe@company.com) so that the emails look more authentic, and so one individual mailbox isn’t flooded with notifications.   When trying to do this it looks like the “bulk send” option disappears for the shared account, but it is available from the individual account.  If this functionality isn’t available, are there any plans to implement it in the future? Thanks for any info anyone can provide!

I am trying to resend a document that has multiple signatories (8) Four of them have signed and the link to the 5th signatory expired, so he requested that I resend it. I have resent it about 4 times now and he is not getting emailed at all. I have even gone in to Correct and resent it that way- still no email. According to the information in support, when I Resend it should go to those that haven't yet signed and for some reason it is just not working. Any ideas??

Is it possible to allow users (with CLM Viewer permission) to only access documents from their own sector?For example, I’ve set a user persona as Finance. Therefore I want this user to view documents only if their sector attribute is Finance. I’ll take suggestions 😁

Want to know if is possible to download several completed documents at once as PDF Files?

Hi, when i send documents I often want my Account Managers to get a copy of the “envelope” so he/she can see its sent. But no one has got a copy ever. Is there an adjustment that´s missing on my profile or do you know why?

I had an issue with Document Visibility this week and I hope someone may have an answer.  We use Docusign to have contract packages reviewed, approved and signed.  I sent an envelope in Docusign that included a contract, cover page and various supporting documents.  I set up the recipients that included three approvers.  The first approver contacted me and advised that while he would approve, he could not see the contract.  He could see all the other documents.  I opened the envelope and reviewed Document Visibility for him.  All documents were checked except for the contract.  I had not unchecked this document when setting up the envelope.I did some troubleshooting for the issue.  Under Settings, I went to Contacts and saw that there were two entrees for this person.  The entries had slightly different names (one version included a middle initial and the other did not) with the same email address.  I deleted the version with the middle initial.  I then did a test of creating a new env

I am the only seat developing our company templates and our use of DocuSign. I am not able to access any Admin privileges, like domain management or adding users. I believe this is due to my not having admin permissions, but I cannot give myself these permissions. I get an error when I click on myself in the user's section.

I am sure someone has asked this before, so sorry for any repititions:I just want to confirm. When a docusign for different signers are sent via the same email, will there be two emails, under the same email address for each signer to open?  I keep getting questions saying that one of the signers is not seeing where to sign. Could it be they did not open the email for their signature.  I have allot of husband and wife signatures using the same email address.  Let me know if there is something else I may need address otherwise.  Thanks much!!

I received a document by email and signed it, but did not send it. I want to change my signature but I can't, can you help me please

I have a standard contract where the quantities, customer information and contacts change. However, the signature, date, text fill boxes are always in the same place. Can a template be used for this?

Hello All,On Friday we sent a document as normal (we use the same template and process every month) and during the testing everything was fine.  After we had selected send we received reports from those in receipt that an additional document was also attached to the email they received which shouldn’t have been.  Did anyone else experience this?

Does DocuSign automatically save an attachment as a pdf? I would like to save the excel document as an excel document.

Hello Community,I am wondering if anyone has insights around what type of permission, if any are required if we want all HubSpot users to be able to see the “DocuSign Integration” module that reflects Document Status? Is this possible or are those users with a license the only ones that have view access?

Hi,I am using ‘Docusign for Salesforce package’ for Docusign integration with salesforce, And according to documentation I am supposed to create a custom button to send the document for signature, is there a way to automate this where I can write code to deliver the envelope rather than the clicking the custom button?Thanks.

Hello everyone!I am new to DocuSign, so my question may seem too simple. So I ask you for advice.When I send an envelope from Salesforce.com, several envelope custom fields (ECF) are automatically created. One of them contains the Salesforce.com record ID. Since objects of different types in Salesforce (Account, Opportunity, Lead, etc.) can initiate sending an envelope from Salesforce, the names of the Envelope Custom Fields (ECF) will be different (SFAccount, SFOpportunity, SFLead, etc.). And depending on the type of object, I want to display different text in the Email Resource template. For example, if a document from Salesforce is sent from the Account object record, then I want to display the following text:Account Id: [[ECF:ECF SFAccont]]If a document is sent from the Opportunity record, then:Opportuniyu Id: [[ECF:ECF SFOpportunity]]Please tell me if the syntax below for adding to the Email Resource template is correct or if not, correct me: [[Conditional:ECF SFAccont]] Account I