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Can we add a content merge tag inside a conditional merge tag ? 

If we enable the feature – Allow sender to download Form data –  for our user with a regular Docusign account, will this change be affect out Part11 side as well? Im thinking no but want to make sure.

Hello, I am a DocuSign user at a large company and have a large volume of documents running through templates. I really need to unlock the frequency of reminders feature. I know an admin has to do this, but that person can’t seem to figure out how to do this on my account. Could someone please send step by step admin rules for unlocking this feature for users? 

I need to delete repeating signers some people have 2-3 emails, then they stop using some and i need to delet those that are old and not used anymore. 

Apologies for the possibly incorrect Category/Tag, I’m unsure which DocuSign product is involved here other than my issue involves something “Powered by DocuSign”.As part of a job application process, I need to obtain a copy of my transcript from my university, which involves a DocuSign product/process. I created my access password and sent the transcript to myself, which both went to my email. I clicked the Review Document button in my email and correctly entered my access password, but I accidentally clicked the gray “ . “ button next to the yellow “Access” or “Login” button, I don’t remember which exactly it was. The gray button that only contained a period took me to an “Envelope or Account Activation Not Found” error page of the Activate Wizard, and now every time I click the Review Document button in my email, I am taken to that error page. I don’t know what this “ . “ button is for, but it might have something to do with the problem.

Do we know or has anyone have used DocuSign Monitor to track things like - recipient email address changes:Flag when a signer email address is changed to for example the bankers email address Flag IP address that match - signer & sender have the same IP address

Hi there, I have the same issue with one of our users in the firm.Once have a look at here, found this question He does not have a DocuSign account, and the Sender is me, I have checked My Preferences > Regional Settings > it has been set to Match my Computer’s time zone. So it sjould be 6 June, whereas once he signs the letter, the signed date shows 5 Jun, a day before. Any idea?

Dear colleagues, Maybe someone has experience or already made a DocuSign template of a Web Form for invoice? Can DocuSign be used for creation of invoices by counterparties (we have some requirements in terms of naming of projects/deliverables) and their signature? Maybe thanks in advance.

Hi there,  I have been trying to update my new email address for Docusign.  I have gone through my profile to change the email and it wants to confirm with a security code. I get the code in my new email and enter it to secure.  It continues to show and error and to try again.  This has continued for days.  Your help is appreciated.  thanks   Dean

My co-worker sent an envelope that needs to be corrected. I am the admin and I have shared access with this co-worker.  However, I do not the ability to ‘correct’ the envelope. What do I need to do to be able to make corrections on behalf of my co-workers.Thanks!

In the course of the contract processing, we have several folks cc’d, and then it needs to go to user A for initialling, then user B for signature (along with c,d,e signatures).  User A was sent the document to sign, not initial. Can I change it to just initial while the task is with user A?  Many thanks!

I have created a zap to “Send Envelope Using Template” in zapier. The data is being pulled from a gravity form and imported into a Docusign template we use. In zapier the “data in’ section has the correct data importing but the “data out” in blank. This then causes the envelope to be sent blank (defeating the purpose). Any ideas on what I need to fix? 

I am trying to locate a partially signed doc from a year ago . The basic filters do not show anything. Is there a way to find it? Jeff 

I keep getting an “undeliverable message” though I have checked and the email address address of the recipient is correct.

When we add a wrong value of phone number, they display us this error message Recipient phone number is invalid. Phone number for SMS Authentication, my question can we personalize it in fucntion of language of the user of the  org of the user (we integrate salesforce with docusign) 

We are trying to move away from people logging into shared accounts.  We have powerforms set up under a shared account mailbox so that all responses go to that mailbox instead of an individual user.  But to manage the powerforms and any envelopes initiated from the powerform, we have to log into that account using a shared password. Is there a way around this?  Like, designating a user to be able to manage the powerforms and envelopes under another user account?

I’m sending contracts to my clients for signature and when they return completed, the Signatures are “BLACKED OUT”. Almost like a highlighter but, with Black color. My compliance department will not accept. Any idea what what I may have done to cause this? This only starting occurring on my last 2 contracts. I have attached example but, disregard the Blue ink, thats to protect names and numbers of contract. 

I want to get a signature for Notary.

Hi everyone,I hope someone can help with my question about removing a document from an envelope.When I send a contract to be signed, I have to include an internal request document that outlines the contract details and the reason for the signing. This document needs to be seen by our company signatory but should not be sent to the other party.Is there a way to set up the envelope so that the internal information document is automatically removed before DocuSign sends it to the contract to the other party? I’ve looked into it but haven’t found a clear solution.Thanks!

I am brand new to DocuSign.  So, I want to create a template for a retainer agreement.  I will send it to many different clients.  I need to change the client’s name, address, matter, and salutation on each agreement.  Is there a way to do this once the template is created.  I thought I could leave the spaces blank on the template, and then type the information in a text box for each agreement.  This did not work.  When I sent it to myself, all that I have typed in is still in a yellow Field Box.  So frustrated.  I wanted to do this after I created the template.  I don’t want to keep creating a template for each recipient.

Hi all! Is it possible to manage actions of the carbon copy recipient, in particular stop the ‘View certificate of completion’?I need the cc recipient just to receive the email(when the envelope is competed) with the signed document(s) attached into it, and that’s it. Thank you in advance

Hi guys, I’m trying to integrate a hyperlink button to my terms and conditions on my docs when sending to customers/signers.I can’t seem to link it up, I’ve tried using a text box and hyperlinking it, however its not allowing the function or showing the option at all.Any help is much appreciated.Kind regards

I send pdf files and they’re fine, but Excel files get cut off for the viewer/recipient. How do I solve this issue? Thank you.

I have 300+ purchase and sales agreements to send. I got familiar with the bulk send feature, including prefilling pertinent information with the CSV file.HOWEVER, in my case, each PSA needs to have a unique attachment appended to the PSA. A map with unit 1 circled needs to be appended to the unit 1 agreement, unit 2 circled needs to be appended to unit 2 agreement, etc.I have the documents with each iteration already created (circles applied), but I’m really hoping there is a way to automate this without having to manually assemble each package.

Am considering use of Powerforms for high volume business use case, so just trying to understand what action determines when a Powerform gets included into the envelope count.Is it triggered and counted as an envelope if they eg. just follow the URL link to the landing page where the PowerForm Signer Information becomes visible but then go no further.Or is it only once they have selected and activated under the “Begin Signing” button on that landing page that sees it included under our envelope count.