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Is there a way to preserve comments made in a word document when attached. I am fine if those get converted to pdf, but currently when uploading a word document with comments - the comments get removed in the PDF conversion process. 

Hello, We have recently noticed an error when adding recipients to an envelope. These errors are showing on our Sign Up templates. Please see image below showing the error.  

The default date Month/day/Year is confusing ie in New Zealand we a day month year I have tried many times in setting to change this to DAY/MONTH/YEAR TEAMS  we are looking at setting up I have an account am I admin?… I cant see share templateAlso tried to share a template with with my PA how has a month trial and her name and email cant be found Thanks for you help

Hi,I am missing the “needs to view” option where you can choose “needs to sign” or “recieves a copy” is located. How can I get the “needs to view” option?Kind regardsJenny 

Hoping someone can help. Is there a way to configure DocuSign so that it does not prepend filenames with “Complete_with_DocuSign” upon signature or download. I often have the filenames exactly as I want them, sometimes quite long, and they get truncated when DocuSign prepends the filename. When I download the combined document + summary I then have to rename the files back to what they were before they were uploaded. This is busy work I’d rather avoid. Is there a way to turn this off?

Please refer to the attached document. The signing order is inaccurate. The status is currently with Abdullatif Hattb. Can you please explain why it is showing as my signature? And we are assigning a signing order, but it is showing as pending with multiple signatories.Your assistance is needed to resolve this problem. We recently upgraded our plan to corporate, but we are still unable to receive actual assistance.

I downloaded the March 2024 W9 template to use and love that this is provided to us at no extra cost. We have a basic plan and cannot do any advanced editing. In Box 3a of the W9, we have vendors who are sole proprietors/individuals and use an EIN rather than SSN. The template is set at SSN only and I couldn’t figure out how to set it to where EIN and SSN are an option, similar to when they select “Other”. Can someone help me?

I am filling out a Docusign form for the US/Mexico/Canada Trade Agreement Certificate of Origin for a shipment to Canada.  On the second page is a completely unexplained field with a drop down box. “Origin Criterion”, choices are A, B, C, or D.   There is NO explanation as to what those letters represent. UPS has no clue and referred me back to Docusign. It is a required field. Please help with an explanation as to what those options mean so I don’t make a wrong choice.Thanks!

Hi,Do any of you know if DocuSign has sent out a communication regarding some changes in the user interface? I noticed today that there have been some slight changes in layout and changes to certain functionalities. For example, 'Manage' is now 'Agreements,' 'New' is now 'Start,' etc. If there is a communication about this change, would you be able to share it with me or let me know where to locate the document? Thank you,Amy

Hey DocuSign team!Recently, webforms can be built without having an underlying template assigned to them - which is great for use cases when we need to collect data but there’s no document to sign (like a Google form)However, I’m curious, are they also billed as envelopes?In other words, if we submit a standalone webform, will this deduct an envelope from our envelope count?Here’s the article where standalone webforms are referenced:https://support.docusign.com/s/document-item?bundleId=ous1698169987748&topicId=gua1698120920620.html&_LANG=kokr And it’s also in the attached screenshot in the red box 

What steps are involved in integrating DocuSign with D365 F&O?

Hi,If a user is a template owner but needs to have someone else also be the template owner how can this be done? We don’t want to transfer the template to them but have both users be template owners so either of them are able to send it out to others to obtain signatures. Is this possible?Thank you,Julie

After getting a new account and adding existing users that are on the old account a will closing the users on the old account will that remove the users from the new account?users are the same for example same APIUserName and password.The goal is move all the users over to the new account and no longer pay for old account.

When I click on “Review Documents” in the email sent by sender, it doesn’t even give me options to change the settings, my signature, or to log into my DocuSign acct that I’ve had for years. I’ve told the sender that it may have something to do with the fact that they already have my name printed into the documents incorrectly, and therefore it will not allow me to sign the documents with my saved DocuSign signatures (both have my middle initial). The first 3 screenshots are from the link within the email from the sender. It doesn’t connect with the DocuSign acct I already have. The last 2 screenshots are from my DocuSign acct, proving that I have 2 sigs on file that have my middle initial. When I try and sign the docs from logging into my acct, it defaults and takes me back to the same screen it takes me to whenever I click on the “Review Documents” link in the official DocuSign email from the sender. I’m irritated because I have tried to explain to him for several days, that the issu

Sometimes documents are received without pdf attachments and you need to log in and download - why does that happen? is there something I should be doing?

I just enrolled in DocuSign.  I’m preparing simple contracts to be emailed. At the bottom of the contract, I have a signature line. From the left side of the screen, I drug the “Signature” field over to the document and placed it on the signature line, which created a “Sign” area in yellow with a downward area.  On the date line of the contract, I drug the “Date Signed” field over to the agreement.Do these actions automatically allow the recipient of the document to sign it and date it or is there something else I must do?   Since I’m the only user of my DocuSign account, I don’t know if I have any administrator access.Thanks for your assistance. 

I would like to set up a contract template without entering in a recipient.  Idea is that when I have a new client I can just update the template with their project info and send to them but it’s requiring that I enter a recipient to create a template, seems very counterintuitive, what’s the best practice here?

I have a form I am sending out for signature. One of the fields could be for an unknown recipient. Is there a way for the original recipient send it the person who needs to sign that specific field? There are about 4 fields on the form for signature but only 1 could be for a different signee. 

Hi,I have a user completing a power form that include KBA authentication. He completed the data part for the KBA, received one question, that he did answer correctly and was immediately given the following error message in the image below: We’ve notified the sender.I have checked all folders, including the Authentication failed folder and his is not in the folder. In theory as he was only asked 1 question, he could not have failed.Has anyone had this happen before? If so how did you resolve? Do you know if you were charged the KBA authentication fee for this failed document.I appreciate your help.  

 I have a template set-up but is there any way we can skip the process of having external folks do anything with the form? We're thinking of automatically exporting the folk’s data, then pre-upload their info to the form with all the information in it, bulk sign and send them out. How do we set this up? Do we have to have that bulk list ready to set up those automations?

Hello -  I have a recipient who has changed his email. Every time I type his name, the old one populates and the current/correct one (of which I have sent to before) does not show up.  How can I override an old email address for a recipient? It’s so frustrating to have to go back to the email he informed me of his new email address and manually type it in every type.  TIA!

When a document gets voided automatically due to the expiration date, does it trigger the 'Envelope Voided' event at the docusign connect?

Hi, we have some templates that we send out to our clients. There are 3 which are all sent in 1 single document.Template 1 - is a straightforward client completes and signs.Template 2 - is a straightforward client completes and signs.Template 3 - is split into 3 parts. Part 1 is completed by the person creating the envelope with details of the client that we hold on file. (no signature yet). Part 2 is completed by the client, who completes information and signs. Part 3 is then completed with tick boxes and signature by the person who sent out the envelope. The part 3 is a new addition and since we have added that 3rd person to complete info when we send the templates out in a single envelope. The client gets 2 envelopes, one with the Template 1 and 2 and then another envelope with the Template 3. Clients are often missing that last template as they don’t realise there is more than the 1 envelope for them to action. Is this how it should work? Or have we done something incorrectly?

The label tags are no longer appearing on my template.  What do I need to do to correct this? 

When I send anything now I get asked to sign even though I am not the first signatory. Other people in my organisation are having this issue. Clicking on sign only offers a close option. Anyone else seeing this, only started happening today?