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Hello everyone. We’re using CLM mostly for a repository where wet signed contracts are uploaded. I’m trying to figure out what’s the best way to handle a contract expiring and either an additional term being approved, or a new contract being entered. Should we just upload a new version and changed the dates? Or should we upload the contract for the new year as an entirely different document? If its just an extension where a new contract isn’t signed, do we just update the expiration dates?

We have standard contract language that needs to be cut and pasted into documents regularly,. I am wondering if we can create a custom field that contains that text that can be easily inserted into a document as a “field”. I started down the stamp path, but couldn’t get to the point that it was a viable option.  The word/space count is 310, so it isn’t that big.  Any ideas?  Thank you!

Good morning,  I’ve created a template and all the fields that I have populated are in the template. But when I go to use the template, the last page of the document, all of the fields are no longer there. If I edit the template without the matching document, the fields are still present. The signee roles are still there, but the fields in which they need to sign/initial/upload a document have all disappeared from the one page. Any help would be greatly appreciated

Error Message : '{"errorCode":"MAX_CONNECT_CUSTOM_CONFIGURATION_FOR_ACTIVE_REST_PAYLOAD_EXCEEDED","message":"Maximum number of active connect custom configurations for Rest Payload exceeded. Rest payload configurations[20] are exceeding or at the allowed limit[20]"}'. please find the attached screenshot for the power automate flow setup. please provide a solution so that I can use it to correct the flow. or please fix the bug.

I have entered my data and in many of my fields, I get the following message.  The task I completed is very tedious and I fear having to do it all over again:   Some fields may be out of sync - - error message 

I am new to docusign - how do i set up templates, does my original document need to have blanks where the tags will be added.Why am I unable to add custom tags?

Hi. I have a form with 3 choices and I only want the signer to be able to choose one.  I put 3 checkboxes over options A, B and C but how do I limit the signer to only being allowed to choose one? Thanks.

My dad is tired of doing hand written invoices for his automotive business. He wants to fill out a preloaded PDF invoice on his windows 10 computer. He then wants the customer to look over look the invoice and sign it all on a tablet that’s synced with the computer. He prefers the sync setup, between the computer and tablet, to be dependent of a USB wired connection and not WiFi (nor internet).How can i help my dad achieve this through DocuSign?

Dear Team,  we encounter a strange error. We are generating CSV files from our system that we load to docusing to bulk send. This worked flowlessly until today. there is a new look and during validation it shows that there are some errors. Unfortunately these errors are not presented, so I do not know what to fix.  Even stranger, I tried to delete a few entries from the CSV and it seems to generate the errors in random. IF I upload the whole file i get 5 errors,  if I delete row 1-20 i get around 4 error, but if I bring back 1-20 and delete 21-40 it gives 3 errors. (SO from my calculation if i get 5 error in the whole CSV I should get only5 error in total when I delete some records… Could you help my?BestMartin 

Can docusign help in signing all pages of a document by single click.

Does anyone know if it is possible to create a user profile type that would be restricted to sending certain templated document types set by the administrator? For example:Setting a sales profile where they can only send templated order forms Or any other way to restrict a profile from sending any random documents without them having been reviewed? Additionally, is there a way to ensure that a certain email remains on receives a copy for every document send from a certain profile type? For Example:The above sales profile shouldn’t be able to remove legal from cc on any documents sent

I’m trying to get the access token.URI: https://account-d.docusign.com/oauth/tokenheaderAuthorization: base64 encoded of integration and secret.bodygrant_type: authorization_codecode: Code from the auth response. But I got the reply {    "error": "invalid_grant",    "error_description": "unsupported_grant_type"} Any idea what I’ve done wrong?

I received a document and adopted the signature but I’m needing to add a title to the end of it.  When I update my signature in my account, it’s still using the original signature, not the updated one.  Please advise. 

Good day all, I hope you can assist.Our company uses DocuSign to sign up new clients. After all relevant parties have signed and the completed agreement is received, we manually send out an email to welcome the client with our company profile as an attachment. Is there a way to set up DocuSign so that it sends out the welcome email as an automated mail to all signatories after the contract has been signed? Thank you in advance for any assistance.

I am new to Docusign.  I created a lease for my tenant to sign and sent it to him.  He signed it and sent it back.  Now I need to sign it as well and send him the final copy with both signatures; however, I cannot figure out how to add my signature at this point.  How do I do this?

What does Auto Responded mean?  I recieved a notification of bad e-address and corrected the address but I don't think it was re-sent to the correct address.  

How do you set up the the form to be completely filled in along with the signature?

Como faço para requerer assinatura via Certificado Digital ICP Brasil, na plataforma Docusign?

How do I get the same document sent to 50 people and receive 50 separate responses with one signature on each of the documents instead of 50 signatures on one document. Thanks

I recently sent several questionnaires to a couple of clients. Some of the forms were assigned to both of them, one was assigned solely to Client A, and four were assigned to Client B.Client A completed and signed all forms assigned to him. Client B completed 3 of the 4 forms assigned to her. She answered only a few items on the 4th questionnaire, and then exited DocuSign without signing any of the forms she had completed. She then let me know that the 4th questionnaire did not apply to her. I opened the envelope to delete the 4th questionnaire, but I couldn’t because Client A had already signed the forms assigned to him. It seems that when someone has already signed, you can no longer delete any of the contents. So I just deleted the fields requiring Client B’s answers on the 4th questionnaire. I also deleted the few items on said questionnaire that she had answered. I did not touch any of the other three questionnaires that she had completed.I re-sent to the client, requesting her to

How do I edit/change the field name in a template?

Hi everyone.  I am curious how long it takes your teams to implement new esignature use cases?  How big are you teams that support your docusign integrations?

By mistake I changed the color of some fields in my DocuSign account and now I can’t read these fields anymore because its black on dark blue. But I can’t find the option anymore to change it back.For example if I click on ‘Manage’ the field ‘start now’ is in these colours. Or also if I am creating an envelope the ‘next’-button is unreadable. The same is happening also on the page before you send of an envelope with the ‘send’ button. Please help me on how to fix this problem. Thank you! 

Is it possible via DocuSign and how can I optimize this workflow?:I am creating several documents to be signed by the company director and various employees. For each employee, the document includes different information; thus, the document for each employee is unique.As of now, I am making separate envelopes for each employee and sending them for signature. The issue is that the director receives a lot of separate emails from DocuSign to sign various documents with employees and he/she can miss a few of them.Is there a way I can send all the different documents in bulk? So that the director will receive only 1 email and will sign all different documents for each employee in one place (as one envelope), not clicking on various emails with different documents for each employee? And the employees see and sign only their particular document.

I am trying to send out liability waivers to multiple clients, and when I send it out as a bulk, the first person filled it out and then those answers were able to be read by everyone else that I sent it out to. How do I send out multiple forms That are signed and looked at individually without me having to redo the form every time