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Hi, I have a document that requires two signatures, one from me, and the other from either of two clients. Is there a way to set up the signing permissions this way?  Could a signature group do this? Thanks,Liza

Is there a way to automate inputting a recipient's name as merge field in envelope template in DocuSign?

Community Expert wrote: what's going to be changing is just a section that can be added using a field, then yes, you can create a custom field or add a normal text box with a specific Data Label (for easy recognition) and add the needed information for each recipient using the .csv. For more information on bulk send, please view: https://support.docusign.com/s/document-item?language=en_US&bundleId=wtn1643071711000&topicId=sed1578456384133.html&_LANG=enus  Hi, I’ve read that link but need a walkthough.→ When I send my template, I have 2 sections I need to edit for each recipient before they sign. One section is a simple location text box. The second section is one or more checkboxes I need to pre-fill for each person. (I could use radio buttons or some other symbol if needed.)After I send, each recipient must then type out a few fields of their own (address/phone) to ensure I capture whatever’s current for them at time of signing.Because I still send manually, I am adding na

Hi. We use DocuSign quite often in our university.This semester, I’ve signed several forms for students in another department.Once I complete the DocuSign, I see a pop-up stating the completed document was saved to my account and it asks if I want to see it now or log out.I usually log out, but this afternoon, I wanted to see the completed document and it does not exist in my account. Then, I searched for the other student forms I signed this semester, and they weren’t in my account either.How can I keep a copy of what I sign when someone else sent me the envelope for signature? I assume I am not listed to receive a completed copy within the envelope. ??:/ Since I am advising these students, I need a copy of the forms I’ve signed.Any advice is greatly appreciated.Sincerely,Dawn

Hi there!We’re considering using Docusign for a 3 page document we’ll need information collected out and signatures via Docusign and I was hoping to integrate Docusign with iCIMS to get this done. I see that they integrate for offer letters but I’m wondering if anyone has used Docusign with iCIMS for anything more than a signature? Thanks in advance,Brandi

Hi all,I’ve set up the integration with Dynamics365 as per https://support.docusign.com/s/document-item?language=en_US&bundleId=yha1628288295010&topicId=iqm1677534379853.html&_LANG=enusand the Azure app registration as per https://www.docusign.com/blog/developers/the-trenches-setting-oauth-docusign-connect-microsoft-azure - added the details into OAuth in Dynamics DocuSign AdminThe app registration was done by a global admin in Azure AD and the user signed in to the integration doesn’t have Azure global admin but is sys admin in Dynamics.The buttons are showing on the ribbon for Account but when I click Go to DocuSign, I get “Failed to retrieve DocuSign URL for this environment”. If I click Get signatures, I go through the recipients and when I click on Open DocuSign, I get “Error creating envelope”. There are no other errors and if I go to DocuSign Admin and click Go to Docusign, it opens fine. Any ideas?

We have identified an issue whereby a document has been signed by the same person rather than two people.  So we are going to use Geo Locations to check this before making accounts live.  So my question is can this information be included in DocuSign Reports?  Or do you have to review this behind the scenes, any help will be appreciated.  Thanks Rosemary  

I never signed anything so why am I charged 130.00.. because of you guys my bank is in the negative.

How do I send or re-size a document that is larger than 25 MB please?

I am adding text to a document but when it is sent the recipient is telling me it is blank.  I have tried numerous times but it keeps happening.Please advise!

I sent an envelope to two people to sign simultaneously, and then back to my manager when the envelope was complete. Both signers signed the document, but we received no notification of them viewing the document or completing the envelope until 13 hours after it was complete. In this 13 hour period where it was signed by all parties, when I, the sender, went in to view the status, it was still ‘waiting’ with the assigned signers. This was a time-sensitive matter, and the lag time pushed us out an entire day. Does anyone else have this problem/is there a way to mitigate it?

I have sent an envelope to someone, they are able to open the envelope and complete the document, once they select complete, an error message pops up stating that they have to start the signing process again and won’t allow the document to be signed. Is there a way to fix this error. I have sent the same document multiple times as well and the recipient gets the same error message. 

I have over 80 documents from same template that i need to download the form data for (information provided by signee not just data on the envelope). It is currently only allowing me to download one at a time which is not ideal...any suggestions is helpful!

When trying to send a document via DocuSign within Salesforce, the following error appears:“A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: TCP Provider, error:0 - The remote computer refused the network connection.)”Followed by:  “Argument is undefined.”Any thoughts on the source/cause of this error?

I have a routine document that needs an attorney signature if the employee has an attorney, but not if there is not. I do not have the contact info for the attorney or knowledge of attorney in advance.  Update recipients seems like the way to go, but I do not have it as an option in Recipient roles (greyed out).  IT assures me I have been given the highest permissions, so does anyone know what needs done to activate it?  or is there another solution?

I received an email form your requesting signature on a document but I do not see any document was sent 

I have a user inquiring about connectivity, (or integration) with OnBase or SharePoint?Their main ask is, “Can the current status of the envelope be backed up in our system (OnBase or SharePoint) and not “solely” in the DocuSign system?I found https://support.docusign.com/s/document-item?language=en_US&rsc_301&_gl=1*kkidvj*_gcl_au*MjAwOTUxNTA1NS4xNzA5MjIyMzUx*_ga*MjEwOTYzNjI1Ny4xNzA5MjIxODMz*_ga_1TZ7S9D6BQ*MTcwOTIyMTgzMy4xLjEuMTcwOTIyMjM1MS42MC4wLjA.&_ga=2.3811120.1687675570.1709221835-2109636257.1709221833&bundleId=bro1575948484405&topicId=kpe1575948473275.html&_LANG=enus (DocuSign for SharePoint online, and am trying to read and understand it, as in, is it something that has to be implemented and it’s not already there?  How much work?  (work hours) / Does it cost extra, or we admins on the account just turn a slider feature in Settings from ‘off’ to ‘on’? Thank you.

Hello, when generating a document via DocuSign Gen, is there a way to improve word wrapping within a table? The content of the table is generated via TableRow repeat merge tags.ExampleSolutionsWrap as Application-  consultant Dynamic table to extend column width Else?

I have sent multiple envelopes to one signer, and he has completed signing each envelope. On my end they show as complete. On his end they show “action required.” Is there a way to mark them as complete on his end? (Four envelopes, dated from November 2023 through April 2024)

DocuSign sends the final version of the signed document (envelope completion email) automatically send to all signing parties. Is it possible to automatically send the “envelope completion email“ to other users who are not either senders or recipients? Thanks,Ibrahim

I have been advised by colleagues in Italy that they are required to use an e-Signature platform which is compliant with CADES standard signature type. I have found some information which mentions that CADES is a digital signature. I am still not clear however as to whether they can just AES or QES, dependant on the document requirements, or whether this is a completely different type of digital signature which is not supported by Docusign. Would anyone be able to advise on this? Many thanks, Claire

Hey out there, I am pretty new to DocuSign so maybe this is a easy question but when I sent multiple doc’s to be signed and get them back I hit download and it turns into a zipped file that once put into our shared file folder, when someone else tries to open the zip folder they cant open the files within. I hope this makes sense I’m trying to find a way to download all the doc’s without having to do 1 at a time.  Thanks everyone!

Is there a way to send a different Email body for completed emails notification?Right now, docusign just picks the original email message and subject and appends some text for the completed email.With the resource file, I could update the subject for the completed email. But for the email body my requirement is to show a part of original email message, (like a substring). Is it possible to modify or access Data:emailblurb within resource file and just extract a part of it to show in the completed email.

someone sent me a document with my email before i made my account now i made my account with that email but i didn't get the document. How do i fix this?

Hi, for some reason my Docusign interface was set in french since the beginning. How can I change it back to English?(I’m not referring to a specific document but the entire Docusign interface online) Thanks!