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In docusign , I would like to know if there are any option to set another document after clicking on a radio button or entering text from the initial document.

Hi, we are working on a DocuSign integration allowing users to sign documents in-app. We do have requirements to allow users to forward the signature to external users. We initially create the Signer record with a clientUserId (so the user can sign in-app using the embedded signature), and to forward the signature, we are trying to update the signer record with the external user info and remove the clientUserId value so Docusign would send out an email inviting them to sign the envelope. However, when updating the Signer, and not specifying the clientUserId (as the documentation mentions), the clientUserId persists. Updating the clientUserId to another value does work, but deleting it doesn’t. Any recommendations here?

Greetings, I have an eSignature envelope template with a custom field validation where I have placed your example of a phone number RegEx and it does not appear to be working.  I can enter any value and no error is given.Here is the example you provide: ^[2-9]\d{2}-\d{3}-\d{4}$Hyphen-separated U.S. phone number, of the form ANN-NNN-NNNN, where A is between 2 and 9 and N is between 0 and 9at this link Custom Data Validation.  Am I missing something?Thanks,David

Hello,I just started to you the up, and I did watch the videos: How too …Unfortunately, if I go to temples, I do not have the option to add new temples.Is there a reason for it, that the button is missing?  How do I create a template without the button “NEW”?Thank you for all the helpanastasia  

When I select the "Templates" header, the Template page loads on Docusign. However, there is not any option there to create a new template. Am I missing something?

I have had my email address for many years. Over the years I have used it to sign multiple documents, and for a long time I was able to log into my DocuSign account as a signer and see copies of completed documents. At some point (maybe a couple of years ago) my account stopped updating with completed documents. I just signed a very important document and I want to see it in my completed documents. Instead my Inbox and Completed “trays” under the Agreements* tab are empty and searching for terms doesn’t yield anything.How can I get this working, and can I recover the missing completed documents?

Hello, 2 questions: 1- Is there no new 2024 I9 template made? 2- Is there a way to combine 2 templates into one document? if i want both the i9 and w4 to be sent in one docusign, is that possible?

Dear All,the questions is what does the “*” refer to? I think to the Electronic Record and Signature Disclosure, but I’m not sure and a manager of our company asked me this question. Thank you - Joel 

Hello DocuSign Community,I am experiencing an unexpected issue with a document I created for signing by two parties.Here's a breakdown of the situation:I created a contract and correctly placed signature anchors for both Party A (myself) and Party B (the other signer). I double-checked to ensure each signature field was assigned to the correct party. Party B successfully signed the document in their designated area, and I received confirmation that their portion was completed. When I (Party A) go to sign my designated field, DocuSign is also requiring me to sign in Party B's designated field, even though Party B has already completed their signature. This means I am being prompted to sign in two places, one for myself and one that Party B has already signed.This behavior is incorrect, as Party B has already executed their portion of the contract, and I should only be required to sign in my own designated area.Has anyone else encountered this problem, or does anyone have insight into wh

Since the DocuSign update, I can no longer see the documents I sent in the last 6 months when searching for specific cases.The default setting is supposed to list documents from the past 6 months, but it’s not working. It was functioning correctly in the previous version.As a result, I now have to manually select the ‘All time’ filter every time I try to find specific cases—even if they were sent just yesterday.Can anyone help identify the cause of this issue? 

I have an envelope with 10 recipients. 6 have signed. 4 not. One of the ones “not signed” asks to receive an reminder email with the link. Can I do that (and not send to the other three)?

A user in our org has been using Docusign outside of our workspace. Upon a recent login, it signed them in via our SSO/SAML. All previous documents lost. Attempted to “switch accounts” and keeps sending us to our own workspace. Is there a way they can login (non-federated) to access it and retrieve?

I am writing to request assistance with downloading the Environmental Savings report generated by DocuSign. Could you please let me know if this report is available on the Admin Dashboard or through the Advanced Reports feature (but I didn’t find)?Thank you for your help and assistance.Sincerely,

I have a Regex validation expression to validate phone numbers.  2 questions: 1.  Can I add the substitution code to format the results? For example Phone number validation ^\\(?([0-9]{3})\\)?[-.●]?([0-9]{3})[-.●]?([0-9]{4})$ want to add replace ($1) $2-$3 to format the validated numbers. 2.  Would the field be text or number?

Does anyone know if the folder security that is set up during the workflow configuration follows the folder when you move it?  I don’t think it does but would like to have it do so.  Is there a way to keep the security settings on a folder no matter where it is moved?Thanks.

Hi all,I cancelled my docusign subscription in December and it confirmed the cancellation on the Website (see screenshot), but it keeps charging me every month. Can’t open a support ticket and all emails remain unanswered. What should I do to cancel my subscription?Thanks,Felix 

Which recipient types receive reminder emails?  Do Carbon Copy recipients who are added at the beginning of the signing order receive the reminders? Is there any difference between envelopes sent through the UI and envelopes sent through the API regarding the reminders? Thanks.

Hi, I’ve received a document to sign and realized I have made a typo in the signature after clicking the “adopt and sign button”. However, I realized I could not edit the signature even though I haven’t submit it.May I know is it possible to edit the signature again?Thank you.

Hi Everyone! Does anyone know if there is a way to “pull back” a workflow to the previous step once it has been started? Not using Salesforce.  Thanks!

I signed up for DocuSign and after a day of using, received an email from DocuSign stating that I had violated their Terms and Conditions. I had merely sent a file for signature.  4 days later I was not able to use DocuSign and called Sales.  The sales rep told me my account had been closed, and my credit card would be refunded.  He said I had to sign up again and provided a promo code, which was a nice gesture.  Well, my credit card statement came in and there are 2 charges, 6 days apart. How do I speak to someone or email a live person for response?  So far, this has not been a great intro to DocuSign :(

Hi Docusign community, The company I work for has a Docusign organization with a couple of accounts linked to it. I would like to know if I could share a template among different accounts in this same organization, so I do not need to have the same template in different accounts. Thanks in advance 

I was acting as power of attorney for someone. I had their signature saved under my DocuSign profile. I need to delete their name and signature now. How do I do that?  

We would like to set up two or more different addresses as the recipient for a single signer, allowing that signer to perform the signing operation from any of those addresses.Is this possible?

I thought I added the date to my document but when the signer signed the document, it only required her signature. Is there a way to add the date to the document and resend it to the signer?

I have this, with the status “Need to sign”  ...but it’s already signed!