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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

29 days ago

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Community UserLegacy User

asked in Docusign Maestro

What does this mean? "Each recipient must have an authentication type specified." I have never had this come up before. How do I get rid of it?

63510

2 months ago

Wendi BarkerNew Voice

asked in Financial Services Industry Group

Layered Conditional Logic

Hello all!Apologies now if I do not make any sense or if I am making this way more complicated than it needs to be! I have a template with conditional logic that is working. However, I would like to add additional logic if possible. Here is a screen shot of my form.Current logic: A box at the top of the form is checked requiring this section to be complete. If any of the ‘other’ boxes are checked a text box appears. If any of the boxes under Frequency of ACH Payroll or Frequency of ACH Tax is checked text boxes appear.What I would like to happen is the boxes under Frequency of ACH Payroll and Frequency of ACH Tax not to show initially. If Payroll or Tax Payments box is checked then the boxes show and still have the logic if one of those boxes is chosen a text box appears. The check boxes in each section are grouped with validation to choose at least one. Thank you!Wendi

732

2 months ago

joaponceNewcomer

asked in eSignature API

The information in docusign is blurry

When I sent documents via API to docusign, my users see the information blurred when they go to sign

532

2 months ago

CathrynNewcomer

asked in eSignature

Multiple signature tags in one Document for one person

Hello,We are using the Part 11 Compliance feature of DocuSign and have a few documents where signature is needed on multiple pages (over 10). Is there a way to link the signatures so that when the first one is signed, the others are also populated?Thank you,} Cathryn

512

2 months ago

TeichNewcomer

asked in eSignature

Hide the Envelope Type Feature

Is there a way to hide the Envelope Type Feature?

VincentNewcomer

Hello,I completed a document today, and when I log into my account, it doesn't appear. I was able to download it from my emails, but I would like it to show up on my account.Can we add it with the following information:Envelope ID: Recipient ID: Signer Space version:

221

2 months ago

mhalasz10Newcomer

asked in eSignature

Multiple documents in one envelope, need to download only signed documents from the envelope

I am working on a project for application ownership acknowledgement. I am sending one envelope with multiple documents to a single person we think is the application owner. Each document is a separate application. I have a template made and am using checkboxes that say I am the app owner or I am not the app owner and have a condition set on those fields so that if they say they are not the app owner it skips the signature in order to finish the envelope. I am running into issues now when I am trying to only download the documents that have been signed. It appears that once the envelope is finished every document in the envelope is being marked as signed or complete. Is there any options to be able to identify which individual documents have been signed as opposed to the entire envelope? Or is there a better way to make the template? Ultimately my goal is let my users tell me if they are or aren’t the app owner for each application without having to send them in separate envelop

873

2 months ago

kate.scheunemannNewcomer

asked in eSignature

Documents Signed are still showing Need to Sign

I have an end user that has completed signing various documents, but they are still showing as need to sign. Not sure if this is a bug or can be solved with trouble shooting.

653

2 months ago

cmc073New Voice

asked in eSignature

Adding email hyperlink to documents

Hi, I am trying to add an email address in my document and would like it to act as a hyperlink to email, is this function available? I know how to add a hyperlink to a site in the document, and added an email address the same way using #HREF, but this does not work for email. Should I be using something different to indicate email? Thank you

539

2 months ago

jsul2024Newcomer

asked in eSignature

Notification after mispelled email

Hey Docusign community,I was wondering if I can get any kind of notification if I spell a name in an email wrong but the company name is right and recieves the mail?I tested this case and and Docusign tells me it’s still waiting for the reply. Thanks a lot for your replies,jsul2024

213

2 months ago

MateNewcomer

asked in eSignature

Sending out form for Data collection

Hello, i need to collect data from our partners for a KYC-form. Is there a way to send out forms to multiple users without using the number of envelops I have? They don’t need to sign anything at this point i just need to collect data for KYC compliance and future agreements.

192

2 months ago

awinesNewcomer

asked in Workday

Workday Integration - Signature with witness

Is it possible to use the “Signs with witness” functionality in Docusign through the Workday integration? Currently on documents requiring a witness, we have to send them manually outside of Workday, but it would be great to be able to automate them through our integration like the rest of our docs.

272

2 months ago

AMax2024Newcomer

asked in Docusign Admin

Can I remove signers from partially completed document?

I need to remove specific signers from a document and the document has been partially completed by other signers. ie., John Doe has completed his docs and Jane Doe hasn’t, and I need to remove Jane Doe now.

652

2 months ago

TarundeepSinghNewcomer

asked in Microsoft

Does the document to be signed move out of SharePoint if using Docusign with Power Automate Integration

I am going to use Docusign for signature on the documents which are stored in SharePoint sites. for this I am going to use Power Automate where it allows to use Docusign actions/connections to perform the task of getting documents signed. My Question is:If I use Docusign with Power Automate then will my documents which are saved in SharePoint site will go outside SharePoint site to get them signed.I am trying to address a security concern of my IT team and they do not want any document to leave SharePoint site for getting them signed by using Docusign.

352

2 months ago

mshealyDigital Collaborator

asked in eSignature

esignature-Jump to signature on a document

Is there a setting that will allow you to jump to the signature when you click start without reviewing the entire document. Customer is asking.

362

2 months ago

Filip.filgasNewcomer

asked in Healthcare Industry Group

Does "Part 11 Module Enabled" comply with QES (Qualified electronic signature) for EU?

Does "Part 11 Module Enabled" comply with QES (Qualified electronic signature) for EU or is there a need to use a different module? Thank you.

432

2 months ago

Nicholas H.New Voice

asked in eSignature API

How to implement Fixed Signature request with "Focused View"

We are trying to use the “Request a signature using focused view” within our .Net Application (C#) and are having trouble using the Fixed Signature placement in the top right of the document. Note: The PDF’s we are having signed cannot be setup with the anchor because they will be invoices coming from multiple customers. We have it working using the anchor but when we switch to the fixed XPosition and YPosition, the document gets submitted and we can display it but the signature is not placed on the document. Here is the SignHere tab (comment is the working anchor). I tried width and height to see if it happened to be hidden 1 x 1 pixel, but no luck. Are we missing something in order to get the fixed signature placement on the document?

483

2 months ago

Community UserLegacy User

asked in Rooms

How can I unlink a room from a ZipForm transaction. I linked to the wrong one.

423

2 months ago

tomnguyenNewcomer

asked in eSignature API

Where to start with eSignature API?

Hello everyone, I am working as a programmer at a technology company and have the opportunity to work on a separate project with a client, Terus. This order is still normal, but there is a requirement from my client, Terus, that I must use eSignature API for some of their automatic functions. I have never approached eSignature API before in a learning environment. I accidentally searched and saw that everyone shared about eSignature API on the forum, so I want to ask everyone where to start learning?I also talked to Terus and they accepted that I did not know how to use it and told me to learn and complete the related functions at the end. Realizing that this is a good opportunity to gain more knowledge and serve my customers, I want to come here to ask to find a suitable path for my studies and work.Thank you everyone for reading my question, I hope everyone will respond and share experiences.-Tom-

554

2 months ago

aboltonNewcomer

asked in eSignature

Is there a limit to how many documents we can put in one envelope?

I need to send 100 docs in one envelope - is that possible?

5623

2 months ago

lauren.maherNewcomer

asked in eSignature

Doucument Not Always Included as an Attachment in Completion Email

Hello,Has anyone experienced an issue with envelopes not always sending a pdf version in the completion email once everyone has signed a document in DocuSign? We’ve gotten some feedback that some HR are not receiving the document enclosed in the completion email, only as a link to DocuSign. (Please note, sometimes the document is included as an attachement and sometimes it’s not - there doesn’t seem to be any difference in these scenarios.) Many thanks in advance! Kind Regards,Lauren

Identification process for qualified electronic signatures that comply with eIDAS

last year, I went through the Identification process where the signatory presented his passport to a DocuSign verification officer via webcam, and after having the officer confirm his identity, he obtained a security code for qualified electronic signatures via SMS and then executed a qualified electronic signature.I don’t remember what I should select to go through the same procedure as last time in the DocuSign’s platform, where the verification officer confirms the signatory’s identity via webcam. Is this identification procedure no longer available?On the other hand, when I used the “DocuSign ID Verification for EU Advanced with Liveness” method of Identity Verification this time, I was able to proceed to the electronic signature without speaking with the verification officer via webcam, simply by taking a picture of my passport and a video of my face. Does an electronic signature in this procedure count as a valid qualified electronic signature that complies with eIDAS?

393

2 months ago

remakerNew Voice

asked in eSignature

Signed documents not in my free account.

How do I find documents that others have sent me that I have signed?It seems like my email may be associated to multiple accounts. The account that I can log in to, 29922419, is NOT receiving documents that I signed related to that associated email address.How can I make sure that 3rd party docusign agreements sent to my email get associated to my active account? And can I archive other signed docs into that account if I have the security keys for them?I can reach \old documents from my email links but I would like them all collected in my account.

7514

2 months ago

Community UserLegacy User

asked in eSignature

How can I send a docusign document to a fax address?

3302

2 months ago

Pamela BarbosaNew Voice

asked in Web Forms

Tracking the Status of Webforms by the Person Who Filled Out the Form

Is it possible for someone who filled out a webform to track the status of the envelope until its completion, without being the owner of the envelope/webform?Here, we use webforms so that salespeople can fill out a commercial proposal and send it to the client for signature only, but they are unable to track, after sending the form, whether it has been signed or not. Is it possible to configure the system to enable this tracking?

504

2 months ago

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