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Our governement need to chech the validity of the signature via underlying certificates, one would have to click on the signature in the pdf. A new dialogue box should then open.Is this possible via docusign?If so, how should I do it?

Hi, I have a merge field that is a State picklist field in Salesforce. I am trying to add that field to a template, however none of the values are being pulled over and it won’t let me save the template because it says “One or more of the dropdown fields doesn't have any options.”  I would assume that because this is mapped to Salesforce it would bring over all of the salesforce values. Is this incorrect? Am I to maintain both the salesforce picklist values AND DocuSign picklist values separately? Or am missing something in setting of of these fields.  

I am new to docusign and am looking to see if this is even possible.We create many different templates based off all of the same pages. Simple example.  Template 1 might have 6 pages of the exact same page and Template 2 is the same pages but only 4 copies of the same page.It is possible to make a worst case scenario situation template (has the most pages in it as possible),  populate the merge fields, and if certain fields are blank then hide/remove the pages with blank fields?   Basically is it possible to conditionally hide pages?  

How do I search for a document using the sender's email address?

Good morning,I have a few questions regarding DocuSign functionality.Will an HR department employee be able to create a qualified electronic signature with a DocuSign license?Will our HR department be able to send documents with a request to sign with a qualified electronic signature to a person who does not have a DocuSign? Will such a person be able to create a qualified electronic signature in DocuSign and sign it without license? The same goes for a wet signature. Will it be possible to print, sign and upload a signed document without a license and an account?Thanks 

Hi thereWe regularly get complaints from our clients (envelope recipients) about the volume of notification emails for reminders and voiding and expiry. Is there a way to see what emails a particular recipient has been sent?Thanks

How do I obtain a conveyancers certificate having completed.

I accidentally voided the wrong document.  How can I undo that?

How do you add an interactive table in a template envelope with information about the "Product" (standard salesforce object) associated with the Opportunity object? Is there a way to avoid creating a non-interactive table in Word?

Hello, While a document is circulating for approval/signature and I have someone mid circulation that has been assigned as getting a copy, does the circulation stop until the person opens a email, maybe they don’t get an email, or does it continue on to the next approver. i.e. if there’s 10 people, the person on copy is #5 in the list, once #4 approves, does it stop at #5 until they open the email or does it carry on?  Thanks

If we enable document retention would the signee still have access to download the documents from their end after the purge cycle is complete?

I attempted to enable the Document Visibility feature for my PowerForm Template.  Signer 1 has signature fields on pages 1 & 2 and is able to see everything.  Signer 2 only has a signature field on page 1 and should not be able to see page 2.  This works properly when I preview my envelope but when I do a live test, Signer 2 is able to see everything.  I am not sure what I could be doing wrong, any thoughts?

Hello! I have a Business Pro Account and I do not see the option to give the signer the ability to upload a document. I have checked my settings and all the appropriate boxes are checked, that allow signers to upload multiple attachments. Can someone help?

Hi DocuSign team, Would you be able to help me with answering the questions below?What are your costs for a single signature transaction. What is considered a transaction in DocuSign? Is it maybe that for every one document that is signed (regardless of how many individuals are signing it), exactly one transaction takes place. Or is it that the number of transactions is the same as number of people signing (regardless of how many documents are involved), or is it something else? Is there a minimum number of transactions which an organization that purchases a DocuSign membership must commit for a year? Can this number change as the year goes on?In our organization, we would need to execute signatures via another software. This software requires that integrator Key and Secret Key are provided for the application which executes e-signatures. From my understanding, this is offered in DocuSign, but Admin access in DocuSign would need to be provided for it. Would these keys be offered with a

Am I able to set a retention policy per each individual template, specific to that template? Say for example, I would like to retain every instance of the use of Template A for 1 year, but I want to only keep completed instances of Template B for 2 months - can I set each with their own retention policy? OR is the retention policy applied account-wide to all templates/envelopes/documents? Thanks! 

We have had docusign for many years and would like to enable document retention.  However we want to do this moving forward only to prevent our clients from getting potentially hundreds of emails.  Why is there no option to use document retention moving forward and not back date it?  Second part of the question is if we enable document retention does that mean the signee will only have access to those documents for the set period of time as well?

Hi,I am trying to sign a document and only my first name is appearing instead of the my full signature. I am also not receiving the option to add a custom signature when I am at the signing portion of the document. I would greatly appreciate the help.

Can I use DocuSign to fill out a pdf document within DocuSign and then send it for signature. I have DocuSign integrated with Jobber

Is there a way to change the email that the "verify new device email” is sent to.  I'd like to keep my account email the same but change that email to a different one.  Thanks

We have a document that has 3 signatures. Signature 1 was completed and Signature 2 received their notification to sign. Signature 2 was completed but Signature 3 has not received notification to sign. We can see on our system that Signature 1 and 2 is complete and we are waiting on Signature 3. As a business we don't want to have to go the the client to ask them to complete again so is there something we can do our end as administrators to ensure Signature 3 gets their notification to sign?

I want to add physical addresses to my mailing list as it’s annoying to retype every single address as I write up offers.  How do I add this?

Do eSignature templates allow the creation of a one-up or automatically increasing number each time a  PowerForm/Template is created? Ideally, we want to have a means of tracking documents with a smaller identifier than the envelope ID. Appreciate any insight!

Hello team, How to set-up the document retention policy for the particular group?  

We are using a Word-based Template with Salesforce and DocuGen, but there will be some sections in the PDF that will not be filled by Salesforce, is there a way to add on the Word template the open text boxes I was thinking maybe a tag exists for this, but I’m not finding in the documentation.Currently, it allows to add the open text box after the PDF is generated and prior to sending the document, but it is not scalable to add them manually each time after the document is generated.I see the Online Editor allows this mix of indicating Salesforce fields and add text boxes for the template, however, this editor is much more constrained in formatting options, so we would prefer it to be with the Word based Template.