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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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MThornicroftNewcomer

asked in eSignature

Bulk Send - Line break / carriage return in CSV

Hi All,Is it possible at all to have a line break, e.g. \r\n within the CSV for particular text fields?An example would be a custom field for addresses, so rather than have:1 The Close, Best City, BC01 0BCInstead it’s:1 The CloseBest CityBC01 0BCI’ve tried a few variations (\r\n, \r, \n, \\n, \\r) but each time the backslash just escapes the next character and returns whitespace rather than a line break. I’ve also tried double quotes around the text with an actual new line but the import process then thinks this is a new row.Thanks,Matt

292

7 days ago

dsmith1Newcomer

asked in eSignature

How to Send from Generic ID

I need to send the same form to thousands of people. In test, the form sends for with my email id as the sender. How can I change the final version so that it replaces my email with a generic company id?

132

7 days ago

Savio PereiraNewcomer

asked in CLM

CLM workflow routing based on data from a file

Hi,This is our first global implementation and would appreciate any knowledge sharing if you have done something like the below:We are having issues with the CLM contract routing after it has been approved by Legal and vetted for further approval and signatures. This approver and signatory information is being read from a data file (based on associate org hierarchy ) which is available in CLM.Thank youSavio

141

8 days ago

akaneNewcomer

asked in CLM

Docusign CLM doc generation URLs - can additional variables be passed through these URLs?

Hey everyone,I’m wondering if there is a way to pass form values through the doc generation URL in Docusign CLM? I know we can pass field values from Salesforce, but sometimes there is data we would like to pass that may not be stored in Salesforce. For example, if we have multiple amendment types (for example Amendment Type A, Amendment Type B, and Amendment Type C) that use the same form, we would like the user to be able to select Amendment Type B in a flow and then redirect them to a form where Amendment Type is already set to Amendment Type B. We have the flow working and redirecting correctly but can’t figure out how to autofill the Amendment Type field. Any help would be much appreciated!

131

8 days ago

mshealyDigital Collaborator

asked in CLM

Using branding resource files with CLM

I have modified the brand resource files for use with esig. I’m having trouble figuring out how to associate a CLM workflow to a brand with modified resource file in esig. Any help would be appreciated.Thanks

577

8 days ago

volunteerqueenNewcomer

asked in eSignature

This Document is now complete

I created a powerform to distribute to volunteers via a link so that I dont have to email each individual the same form. However, when I click on the link from a personal email to test the form, it says “this document is now complete” without having any of the fillable fields filled in and submitted. How can I fix this?

JuanitaLGNewcomer

Hello everyone,I'm having some doubts regarding the use of custom fields and bulk send. I have a user who wants to use bulk send, but in the CSV, they want to add specific data like contract number and company. When editing the template to upload those details, I can't find the field that extracts that data. Do you know how I can pull that information?Thanks,Juana Lopez

203

8 days ago

romankiryakovNewcomer

asked in eSignature

Sending Bulk Envelopes With Unique Documents to Sign

Scenario: We have to send specialized offer letters to ~200 new hires. This will be a standard template with customized fields for each hire (e.g. Name, address, etc.). We were thinking of using mail merge in office along with the data in excel to create all of the letters.Question: Can we do this directly in Docusign and create the unique envelops to be signed by each new hire. Alternatively, is there a way to bulk create envelopes and with the proper attached document for each person to save time.Goal: looking to save time by not having to manually create ~200 docusign envelops via template and fill in the fields / upload docs one by one Apologies if this has been answered before.Best,Roman

415

8 days ago

MCAPObserver

asked in Docusign Admin

NEW Form completed - generic

HI How do I get the NEW DOCUSIGN COMPLETED title changed when it comes through the agreements tab - its very confusing as all the submissions I make are listed with generic title NEW PROBITY CHECK so cant identify the file at a glance without actually having to view the doc to identify which it is.

172

8 days ago

Jeff337Newcomer

asked in eSignature

Sending updated document back to original sender

Is there a way the sender can see what I added to a document if I don’t press “Finish”? Even if I press “finish later”, sender can’t see it.Filled in information for the Sender, “Mount Sinai representative”,however it requires me to get the Mt Sinai Representative signature before accepting “Finish” but she cant see my changes.If I choose option “decline to sign”, or assign to someone else it says the document ill be voidedPer her request, I sent a pdf generated documentover email to her.

122

8 days ago

BrightBioObserver

asked in Docusign Admin

Retrieve a signed enveloped

I have docusigned an agreement upon invitation of the counterparty. I have a partial pdf with the DocuSign Envelope ID, can I use this ID to retrieve the entire document?Thank you

8 days ago

RefundNewcomer

asked in eSignature

Refund

My subscription was only for a month, but you renewed it automatically without my consent. Therefore I'd like to refund it.

132

8 days ago

Rick GranquistNewcomer

asked in eSignature

Bulk sending a shared template

Hello - can a template I created and shared with another user, be sent by that user using the bulk send option? Looking over her shoulder, I don’t see the bulk send as on option for her. Does she just need administrator permission to do this? Thanks!

8 days ago

Pallavi H PNewcomer

asked in eSignature

witness signing option affecting envelope count?

If we activate witness signing option, does it impact the consumption of DocuSign envelopes. The document signed by one person, then one envelope is used. Now that we have a witness and a person signing does this consume 2 envelopes ?

FinanceNewcomer

Hello! I work for a municipality and need to set up our account as tax-exempt. This is seeming impossible and I cannot get any assistance from DocuSign on this. If anyone knows how this is done, please help! Thank you,Ashley

8 days ago

howardofwalesNewcomer

asked in Docusign Admin

Negotiate that the number of envelopes not used can be carried forward for 3 months max. on a Personal membership

Negotiate that the number of envelopes can be brought forward for 3 months max in any 6 month period on a Personal membership

103

8 days ago

NoorNewcomer

asked in eSignature

Subject: Urgent Assistance Needed: Retrieval of Removed Documents

Subject: Urgent Assistance Needed: Retrieval of Removed DocumentsTo Whom It May Concern,I urgently need assistance regarding items that have been removed from DocuSign. These are important contracts, and I need to know how I can retrieve them after their automatic removal.Thank you for your prompt attention to this matter.Best regards,

223

8 days ago

SaravanaPrasannaNewcomer

asked in Financial Services Industry Group

How to restrict/limit the file size of the attachment on a template

I am working on hosting a standard webform which requires the user to upload an attachment during the signing ceremony of the envelope.We are using power automate connectors at the back end to move these attachments to a downstream location. These connectors come with a limitation that it can only transfer files with a maximum size of 20MB. Is there any way we can limit the file size of the attachment in DocuSign level that the user can upload files up to only 20MB instead of the default 25MB limit from DocuSign. Or is there a way to validate the file size to 20MB at the template level.We prefer to have the restriction on the DocuSign level as customizing the connectors is a challenge as our organization is not flexible with it and also we’d mitigate the risk at the user input level.

241

8 days ago

Kevin.BNewcomer

asked in Docusign Admin

After verifying Domain, what's the best way to move forward with unmanaged Users/Accounts

Hello,As the Docusign admin for my company, I recently verified our domain to prevent unmanaged signups with our company email. However, I still have 100+ existing users who have separate, individual accounts using our domain. What is the cleanest, most efficient way to invite all these unmanaged, domain users into our main company account? Not sure if it’s ideal to close their existing account and add them into the company account as their might by company data/envelopes in their existing account. Is there a way as an admin I can transfer the company-related envelopes to the company account beforehand? Ideally, I would want the users to have as little action items to do as possible. Some guidance would be helpful. Thank you!

colmbyrneNewcomer

Hi there.Finding Reports in CLM to be pretty basic, I’m curious if others have experience of building/developing custom apps to pull out data (including Attributes) and push to PowerBI. Thoughts on this ? Best approach ?ThanksColm

8 days ago

Kalyan TejaNew Voice

asked in Workday

Issues with DocuSign Integration in Workday Sandbox Environment

During testing of DocuSign in our Workday Sandbox environment, I’ve encountered a few issues I need help with: Email Notifications: Emails are being sent to my Outlook when both the hiring manager and candidate are viewing or signing the offer letter, which works as expected. Candidate Portal Issue: However, after the candidate signs and submits the offer letter, the completed application does not appear in the Candidate Portal. Profile Status Issue: Even after the offer letter is signed and submitted, the candidate profile in the sandbox still shows the status as "Awaiting Candidate Signature." I suspect this may be related to the fact that I used a DocuSign developer account to authenticate with the Workday Sandbox environment. I opted for the developer account to avoid impacting the production environment during testing, but I’m unsure if that’s causing these issues.Is there a known issue when using a DocuSign developer account in the Sandbox? How can we ensure the sandbox envir

211

8 days ago

CoolMustacheGuyNewcomer

asked in eSignature

Default Text Font and Size

Is there a way to set the default text to a specific font and size? The default settings - Lucida Console, size 9 - are awful.

2364

8 days ago

3223StoneNewcomer

asked in General

cod-example-java app cannot start

When trying to start code-example-java app checked out from github, I got the following error. Any clue? Thanks.com.fasterxml.jackson.databind.exc.UnrecognizedPropertyException: Unrecognized field "Groups" (class com.docusign.core.model.manifestModels.ManifestGroup), not marked as ignorable (4 known properties: "Examples", "Name", "examples", "name"]) at [Source: (StringReader); line: 1, column: 80143] (through reference chain: com.docusign.core.model.manifestModels.ManifestStructure["APIs"]->java.util.ArrayList[2]->com.docusign.core.model.manifestModels.APIs["Groups"]->java.util.ArrayList[1]->com.docusign.core.model.manifestModels.ManifestGroup["Groups"]) at com.fasterxml.jackson.databind.exc.UnrecognizedPropertyException.from(UnrecognizedPropertyException.java:61) at com.fasterxml.jackson.databind.DeserializationContext.handleUnknownProperty(DeserializationContext.java:1127) at com.fasterxml.jackson.databind.deser.std.StdDeserializer.handleUnknownProp

343

8 days ago

MariBlaObserver

asked in Microsoft

Docusign does not load on SharePoint subsite

Hi, I integrated Docusign with SharePoint on a site and then added the application on the subsite, when I get the signature from the subsite, I authenticate to Docusign but then it doesn't load the documents for the signature, this doesn't happen on the site, only on the subsite. Is there any additional configuration to do on the SharePoint subsite?thank you

213

8 days ago

SRCNewcomer

asked in eSignature

App Request Error - logging in

411

8 days ago

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