Solved

Hello.  I’m an Agent and have tried multiple times to upload a Purchase/Sale agreement and every time I input all of the text/data points, the document won’t Save any of my information.I even tried to use Finish Later, but the document still stays blank.  Any suggestions?

Hi there! What is everyone doing to pull reports around security/access to templates? We are going through an internal audit of who has access to the data collected via our templates. Is everyone just using the template usage report?I wanted a list of users/user groups that have access to send specific templates and not who has already sent out the documents/templates, but DS support has confirmed there is no such report available.

Users within my companies organization are not receiving emails from Docusign.  I have tried the troubleshooting in Why aren't my signers receiving Docusign Notification emails? but have not had any luck with the tips, incuding adding the docusign domains. I do receive the notifications to a Gmail account, so I thought it was related to the company's security; however, I tested it with a Yahoo account and did not receive the notification.  Our work around has been to log on to see what is pending, however some users needed a verification code to log in but are not receiving the codes.  

I need to report on sent envelopes by client name rather than sender name, is it possible to add extra mandatory field to complete when sending the envelope so it will appear on the report? 

 Recently, I was required to use docusign for a number of different documents. I received an email today saying “ Your Trial Expires Next Week.” I do not want a docusign subscription—how do I make sure that I’m not upgraded to a paid subscription with docusign?

I have a document that sometimes needs one signer, sometimes two, potentially as many as four.  I have created a template with four signers.  I would like to be able to fill in the number of signers when I use the template; unused signer fields would result in only one, two, or three signers on that particular use of the document.  As it stands, there is no such thing as an optional signer, and the signer group functionality doesn’t handle this situation.  So, I have to create four versions of the exact same document:  one with one signer field, another with two, another with three, and another with four.  I really only want the signer FIELD to be optional, not the signer.  In other words, if “signer 2” is filled in when the template is used, then “signer 2” is a required signer.  If “signer 2” is left blank when I use the template, then there is no “signer 2” for that particular document envelope.

Even after purchase order confirmation received, it says I have zero sends left!Please advise!Thank you!

Is there any way to revert to the old GUI?

Hi! I am trying to build a envelope/template for multiple signers and need help. I know the first two signers, and not the third. The second signer can designate the third signer, so I know that I should use the “Specify Recipient” role, I’m just not sure how to add that into the signing order.Ideally, I’d like to 1) send the file to the first signer, then have the file move on to the second signer. Once the second signer gets the email they can 20 sign & designate the next signee in the same step, and then 3) the file would move on to the next signee that was designated.Is there a way for the second signer to sign & specify the next recipient through the same email link? Or will they have to sign, go back to their email and click on another link to go in and specify the next sender? Thanks!

I use DS for signing contracts for the sale of property. Often the purchaser of a property will want their Solicitor to view the document before signing. If I add the Solicitor first as “receives a copy” they can’t see the detail on the second recipient (the purchaser). I ideally don’t want the Solicitor to have to sign anything (as most won’t).Any suggestions of how to get around this issue.

When attempting to access / sign a document sent to me by an originator, I receive this error from Firefox:Secure Connection FailedAn error occurred during a connection to na2.docusign.net. PR_CONNECT_RESET_ERRORError code: PR_CONNECT_RESET_ERRORThe page you are trying to view cannot be shown because the authenticity of the received data could not be verified. Please contact the website owners to inform them of this problem.I receive similar errors in Chrome and MS Edge. As a workaround, I accessed docusign.com and clicked on the Access Documents link at the top of the home page. That link took me to docusign.net and generated errors as well. This is not the first time I’ve seen this error. Docusign did work for me at one time, but recently this is a problem every time I receive a doc to sign. Firefox “more info” doc suggests this is a site certificate problem. Any ideas about underlying cause that the end user can fix? OS is MS Windows 11. Tested this on my laptop and Surface Pro tabl

When I try to select “Recipient Privileges” for an EXISTING document, it is greyed out and locked. The feature is enabled in the account. The feature is accessible if I am creating a new template, but for existing templates, it will not allow me to access it. Any suggestions?

There are multiple questions related how to send a document from one account using mutiple email but in my case, the problem is as follows:I have multiple emails that I recieve requests for signature. I do not know how to add multiple emails to one account in order not to create multiple accounts. I can only change my email not add email(s). Here is the message I receive  

I would like a copy of my pool Contract 

Is payment immediately processed when providing a new payment method for a suspended account so account can be immediately accessed?

Hello, I am trying to figure out how to trigger drop downs based on selection for 2 fields and am getting stuck on the “1 conditional field” per drop down. Here is what I want to accomplish. field 1: Drop down list of 1-101-8 would trigger field 2 to appear. 9 & 10 would not. (NEED HELP HERE)Field 2: Drop down list of 1-6 Current setting is “if field is 1, then show Var1” so on and so forth for all 6 numbers. Field 3: Drop down list of 6 separate drop downs (Var1 - Var6). Any Ideas? I am newer to DocuSign and any help would be appreciated. 

Can a folder be shared?

why can’t my users see all envelopes under shared access? it seems only one envelope appears and nothing in history.

I would like to know how to, or request a feature, that makes it possible at admin level to customise the default subject line prefix that appears in sending emails.Currently this always defaults to “Complete with Docusign:” and this wording has on many occasions caused documents to be overlooked by recipients - the feedback I get is they see the word “Complete” and think it is a completed document, not a request for a signature, especially for our internal signatories who receive lots of documents for signing. This problem is compounded by the default subject line for finished documents starting with “Completed” - this just seems like a major UX oversight.It is frustrating to have to go in and change this on every envelope. I did see a ‘solution’ that involved setting up templates, but I send lots of different docs, I don’t want a template for each one, and navigating to templates just to send a quick doc seems unnecessarily onerous when you have made all other aspects of the system e

Is there a way for an admin to see the progress of a document when they are not the sender? 

I need to Send Salesforce CPQ Quote Document for eSignature

Hi! I have a signed document that is not being validated by ITI service in Brasil.  It says there is no Known signatures

Can a Docusign admin edit a document after it is signed?  Can a Docusign admin sign on behalf of another user?  Can a Docusign admin manipulate or edit signatures in any way? 

I have completed all the signatures on a document that I was sent.  The message says, “Done!  Select Finish to send the completed document.  When I select the blue Finish button, a pop up comes up with this message:  Your document isn’t complete yet.  By selecting AGREE AND FINISH, you agree to use Electronic Records and Signatures.  Your document will be completed afterwards.  I select the blue AGREE AND FINISH blue button in the pop-up, but nothing happens.  I continues to come back to the pop-up, and the document is never sent.  The company has tried many times to review and cannot find anything wrong. I switched browsers to Google Chrome and cleared the history, cache, and cookies.  Still same problem.  I tried logging in to Docusign.com, clicked on the “Access Documents” link, and used the security code that was emailed to me.  I went through the signing process again and still ended with the same Agree and Finish pop-up that never submits the document.  Please help!

Hi All,Does anyone know how to add more than 1 delegate for signature?