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We have several recipients who need to be able to review / edit and sign off on construction drawings who are within and outside of our organization. Need all to review /edit and approve inside and outside of our company? With our without DocuSign

Hello!  When I send a document out for signature, can I assign a specific dropbox folder for it to be received/filed in? Not a general docusign folder in my dropbox, but a specific one already in my dropbox folders Thank you so much

Getting an error within a template that reads as:The Tab formula is not valid. A number numerical tab LocalePolicy does not match the LocalePolicy of another number numerical tab in the same formula.I am having trouble pinpointing which formula field is causing the issue - is there anywhere I can see more detail regarding the error or even where to resolve it? I’ve double checked and triple checked all formulas, and when I make edits, I’m allowed to save and close the template.  Any and all insight would be greatly appreciated!

Hi - I noticed that when signing a document, when you click NEXT, it will bring you to the next place that is required to initial, sign, or complete.  Our document has several places where the signer can initial that is not required (initial set up as optional) if they choose to add on a service.  However, since the initials are not required, that section is skipped over - as when they hit NEXT - it goes to the next place in the document where they are required to sign or complete.   How can I make the signer or the document go to the next field, even if it is optional, so it is not missed?  I hope that makes sense.  Thank you!

I’m getting ready to implement a document retention policy and would like to run a report similar to the Envelope Report but only return a list of completed envelopes that have not been deleted/removed. The envelope report brings back all envelopes ever sent whether or not they still reside in the user’s account.Anyone know if this report is possible?Thanks much!Kristin

I have a PowerForm that is created from a template.  The template has 3 signing roles.  Signer 1 initiates the envelope via the PowerForm.  Signer 1 is required to upload an attachment to the envelope via the Attachment tag. Can Signer 1 add signature fields to the uploaded attachment for signer 2 and 3 to sign? I’m assuming not but wanted to validate.  Thank you!

when I try to create a template. I get  Note: Your access to templates is controlled by your user permissions, as defined by your Docusign administrator. If you cannot create or edit, or even use templates, check with your administrator. However, I am the only user. Do I need a higher package to create a template or have I been setup incorrectly? I used docusign through a third party (REIQ).ThanksPeter

I’m new as an Admin to DS and new to DS in general and while I understand how to create a template, how does the sender add customized information to the template before sending?  We have templates that have the same body but require many fields completed internally first; different company names, locations, rate of pay and other highly specific fields that the sender needs to fill out within the template prior to sending out for review and approvals.For example, we hire ABC company, sender pulls up the template for that region but needs to fill in all the specific contract information, then sends the envelope out for review/signature.  The edits to the template are done internally and would be needed prior to sending out envelope.Happy to watch a training video for that specifically if there is a link.

For those who live in Mexico. How can I invoice for the SAT my annual purchase that I made? I appreciate your help. 

I am frequently reviewing 200+ page documents, many of which contain boilerplate language, so there are 4-5 sections that are important for me to ensure the document contains them.  It would be so much easier if I could search the .pdf, rather than scrolling through all of the pages.  Does anyone know of a way to make this happen or an another way to search a document for specific text before I sign it?  Thanks!

need help

Does anyone know what setting I need to change to get the blue banner across the top of the page of a completed document? 

I have a document that is partially signed that I need to update a recipient email address for.  They have not opened or signed it yet. However, in the Sent folder, clicking on the menu (three dots), there is no “Correct” option…?? I referred to this (https://support.docusign.com/s/document-item) but there is nothing between the Move & Copy options.

Hi All,I have created a template application that requires the applicant to have a Guarantor & Witness.If Applicant DECLINES to sign – the workflow still sends the application to the Guarantor? How do I stop this? I would think IF the first point of the workflow declines this would be the end of the workflow? I have attactched my signing order, which works great unless the applicant Declines.  How do I make the Guarantor & Witness to be restricted to View only without changing the applicants access to view only? I essencially want mutiplue applicants to be able to collaborate but the 2 witnesses to only be able to View the information completed on the application. I have tried changing only the Witnesses to View Only however as colaboration is ticked it changes all to View Only.  we want reminders on for the Witnesses to avoid a hold up for completion, but we don’t want notifications to go to the Applilcant. Can I customise alerts to only Witnesses?Thank you in advance for any

I need to edit a lot of templates to change one signer to another. Is there a “change all” option where I can select a signer’s name, then mass change all templates they are a signer on and change it to the new person?

Is there an option to download multiple envelopes at once?Can a user download all the envelopes in their account simultaneously, or is downloading one envelope at a time the only available option? Best regards,Ilse

Can I put a hyperlink for a website in my webform?

Is the DocuSign server having an issue today? I just sent an envelope to four different people and the envelope failed. The error message says that all email addresses bounced. I’ve rechecked the addresses and even reentered them all. Same thing. Three addresses are gmail accounts; one is a yahoo account. Can anyone help with this?

I purchased the Docusign plan for 5 envelopes per month, but I’ve used only 1 during the month of June. When does the envelope supply replenish?

If I find a minor mistake on forms that have been placed in an envelope and sent to my clients how do I make changes within the envelope?

The above link is out of date.  This is such a basic need and yet so very difficult to assertain from the docusign documentation. Please advise

I have a document which is being signed by 19 different parties.  One party has signed and was selected to specify its own witness.  It seems, by error, the signee has signed (last week) but has entered their own details as the witness (but haven’t signed as a witness).  Is it possible to cancel the original signature and resend to be signed and witnessed together?

Hello - I signed up for a free trial to test the system out. I sent an envelope to myself and another person as a test but neither of us received an email notification letting us know we have a document to sign. If I buy the service, will an email notification go to the person I want to sign the document. I'm skeptical now. Thanks.

How to make Electric name seal (Electric Hanko)through making the contract sheets?

Hi everyone,How can I see contracts that been sent by someone else while i’m NOT the first signer? Right now when somebody sends a contract and i’m the 2nd signer I will not know about the contract until it will be my time to sign. It doesn’t show under “Waiting for others” as well. Thanks!