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

1 month ago

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Unanswered questions

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Varsha PunjabiNewcomer

asked in Salesforce/Apex Toolkit

Unable to populate data on Docusign Template using docusign envelope action element in Omniscript

We have created Docusign template in Docusign Developer account and fetched this template in Salesforce Org via Omnistudio docusign setup. The latest template was fetched in Salesforce org, we have invoked this template for e-signature in Omniscript Using Docusign envelope action element and have also invoked the respective data raptor transform which should ideally dynamically populate the data in Docusign Template when the data label is same as data raptor Transform Docusign Output field. Currently the values from DR Transform are not populated though DR transform is returning the required data.

2011

6 months ago

ManuNewcomer

asked in Docusign Admin

Change of Admin email adrees

I have bought 2 License. Of DocuSign Standard from the website while putting in my email id i did a typing mistake of 000000000000 instead of 000000000000So I have not been receiving any activation link on correct id so can you help to resolve this or guide me whom to touch base to find a solution to this. (Post edited due to personal information)

475

7 months ago

kcostelloNewcomer

asked in eSignature

Merging accounts with same email

I’m going to try my best to explain this. I have 2 DocuSign accounts with the same email address. One is my firm specific (but each user has their own account) account and the other is through Charles Schwab and allows us to send out paperwork. I myself can use the “Switch Profile” option to hop between accounts, but other within my firm do not have this option. I’m assuming this was something that happened when setting up both of their accounts and they possible did it a different way than others. Is there a way to merge both of these account accounts so they can now use “Switch Profile” to go between accounts?(I know that was confusing to explain so ask questions if it didn’t make sense).

miuNewcomer

When there are vertical and horizontal pages in the same file, the edges of the files after the second page are cut off or not displayed.

DBeauchampNewcomer

I do not see the Drawing feature in my Docusign.I would like to highlite areas of a document.

232

7 months ago

CarlosNewcomer

asked in eSignature

Recipeint bulk signing a template sent in bulk

I have created a template that will be sent to hundreds of recipients. However, the first recipient (the organization officer) needs to sign every envelope before the final recipient receives it. is there a way to allow our office to sign all the envelopes sent in bulk?

Dave MillsNewcomer

Hello all...brand new docusign user here and I am trying to figure out how to merge data from a spreadsheet to a template. I don’t think I am using the correct language to search for the help I need so I thought I would try you guys.Thanks,Dave

1152

7 months ago

kenshiresNewcomer

asked in eSignature

envelope in correcting status?

In one place the system says “correcting”; in another it reads my envelope has corrected?

erinbethNewcomer

My company has many docs that are “required” to close out a room. My branch does not “require” some of them. How do I remove or change?

Ansor-nNewcomer

Hello communityI made a mistake in paying for sighning for signature autorization. Is it possible to become money back, because i did not want to pay for that.

284

7 months ago

raizen.slaNewcomer

asked in eSignature

Report with all customers (signatories) and their type of signature, digital or electronic

How do I export a report of my organization's customers and the type of signature of these customers, whether it is a digital or electronic signature?

7 months ago

YvonneKNewcomer

asked in eSignature

Error message "The identity workflow already has a signature type specified"

Hi everyone, We use two QES variants in DocuSign: Live-Call and AI-Check. We use both variants in one document. Now we receive the error message "The identity workflow already has a signature type specified" when we want to trigger this.Can you please support?Many thanks,Yvonne

3863

7 months ago

Julia 5500Newcomer

asked in eSignature

DocuSign Shared Access - Default Account

If I have access to a Shared Access Account, can I make that my default account when I login?

7 months ago

JoshGNewcomer

asked in eSignature

Uploading fillable PDFs to templates

When I upload a fillable PDF to templates, the fillable fields disappear when I then try to Bulk Send it. How do a upload a fillable PDF and keep all the fillable fields?

1762

7 months ago

wmoranCORNewcomer

asked in eSignature

HELP - Template Multiple

I would like to be able to send a Docusign template to multiple people at the same time, without re-selecting the signature fields for each recipient. I am specifically wanting to send out our employee handbook to all of our employees, individually and independently, and have them read and sign acknowledging receipt of the handbook. I want to send it out to everyone at the same time and not have to reselect fields for every person.Is this possible and how can I get this done ?Thank you in advance for your help

183

7 months ago

FrankNewcomer

asked in Docusign Admin

Out of office

Hi, my colleague will be out of office next month. How can we make sure I can manage her incoming signed quotes and pick them up from her DocuSign account? Thx,Frank

302

7 months ago

JM EMPREENDIMENTOSNewcomer

asked in Payments

CNPJ

Good morning, I need the CNPJ from the company docusign to register with the finance company, can you please pass it on to me? Bom dia, preciso do CNPJ da empresa docusign para cadastro no financeiro, podem me passar por favor?

792

7 months ago

KennethNewcomer

asked in eSignature

Personalize bulk send

HiCan I use the bulk send feature to send a document to a list of recipients and also personalise it like you would using mail merge, e.g. Dear <title> <surname>?Thanks. Kenenth

282

7 months ago

daf1973Newcomer

asked in eSignature

5 signers - 1 is out of the country

182

7 months ago

HannahPNewcomer

asked in eSignature

Downgrading Account - Will I still have access to documents?

I currently have a Business Pro account and am planning on downgrading to the free account before my membership renews. However, I have a lot of documents that I’ve sent and I’m wondering if I’ll lose access to them when I downgrade? Or will I still have access to those? Thanks!

312

7 months ago

marvinandgloriasmithNewcomer

asked in eSignature

No Attachment Field

Hi, why is the attachment field not appearing in my standard field in DocuSign?

1703

7 months ago

Rohit JalwayaNewcomer

asked in eSignature

After receiving the signed document not able to view. receiving the error - this link has been expired.

Not able to view/open documents, after documents signed by user. receiving error- which states- The link has been expired. The templates/envelope have expire date of more than 100 days.any idea why this issue has been occured.

2282

7 months ago

llimaNewcomer

asked in eSignature

Is it possible to download all the signatures together from a powerform?

Hi everyone. I'm using a Powerform as an attendance sheet and I can't close it to have all the signatures on the template. I've created a template for people to sign and I thought I could download the template with the signatures at the end, but I can only download a csv document.Is it possible to download just a document with the signatures or isn't it possible at all? I remember that it could be possible (at least trying to print it - but I can only print one envelope at a time) Thank you!

374

7 months ago

munyachiwaNewcomer

asked in Microsoft

Sender name on workflow defaulting to account used in the workflow creation

I am using power automate with docusign and I need the email which is send to the approver to show the actual name of the person who started the workflow and not the name of the user which was used in the workflow creation

362

7 months ago

TessSalterNewcomer

asked in eSignature

Template-Matching / Multiple Document issue

Hi everyone,Our team has recently started trialling DocuSign. We have multiple teams to create templates for, as they have commonly used/sent documents. While one team has functioning templates (created by a 3rd party company), we’re having some issues with others. We’re trying to create a template with 2x documents. The 1st is a 2x page document, the 2nd is a 1x page document. When uploading the documents within the template into the “Send an Envelope” function, the template-matching only brings up the 1st document. You then have to manually apply the template again to the 2nd document. The auto-matching for the templates isn’t bringing up the 2nd document, even if it’s identical to the one in the template - even when lowering the matching sensitivity. This only applies correctly if the fields have all been set-up with a “Location” tag on that page, however this isn’t the case with our pre-established functioning team templates. We’re using the location tag method as a workaround, but

752

7 months ago

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