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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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MferchNewcomer

asked in eSignature

when does a second signer get notified of a DocuSign envelope?

Does The second signer of a DocuSign envelope get notified when envelope is initially sent or only after The first signer has signed?

994

7 months ago

eccmp112Newcomer

asked in Microsoft

Maximum number of Active custom connect configurations exceeded. - When an envelope status changes (Connect) (V3) - DocuSign

Hi Since last weekend my flow fails all the time due to problems with "When an envelope status changes (Connect) (V3)" stage as a trigger.The trigger does not pick up any envelopes sent from DocuSign and gives me this message all the time "Maximum number of Active custom connect configurations exceeded. Try disabling or removing existing custom configurations." I removed everything I could, checked my connections, there is not many and it still do not work. Everything was working fine last week and something happened over the weekend and cause this problem now.Please help.

2484

7 months ago

Mario B.Newcomer

asked in eSignature

Signature in another person's name

If I forward an e-mail from DocuSign with a request for a signature to another person, they can open the link and sign on my behalf. There is no identity check beforehand. How can this be prevented? Thank you.

2502

7 months ago

KatrinNewcomer

asked in eSignature

Number of recipients and their actions are unkown

Hello,our contract management has 2.000+ documents per year to be signed by our suppliers. Up to now we send all documents per letter. We would like to use DocuSign for this but there are some questions regarding unknown recipients.For each supplier we only know the first contact person. What we do NOT know in the following process is:if the first personen signs the document or not to how many unknown recipients this person has to forward the document and what the signing actions of those unknown persons will be: signing, just opening the document or forwarding it once again to another unknown number of signersHow can we solve this? It is not about the fact that we don´t know the names, it is about the unknown NUMBER of recipients and their ACTIONS.We are aware of the fact that this is a major process problem but our contract management can not ask every supplier about their signing order in advance.Many thanks for your replies!Katrin

lucyNewcomer

Recipient privileges - how to have signee only view their documents in envelope

2073

7 months ago

rwilliamsonNewcomer

asked in eSignature

signing a docusign after client has signed it

Hi, I am new to this and have sent a contract for a client to sign. I didn't add myself as a recipient (as I have now read I should have done). my client has now signed the document and it has come back. How do I now sign it? Any ideas please?

542

7 months ago

amo0210Newcomer

asked in eSignature

Certificate of Completion Part 11 Compliance

Is the document still Part 11 compliant if it is missing the Certificate of Completion?

522

7 months ago

Narelle HardinghamNewcomer

asked in eSignature

Australian Super Choice Form

I have clearly set up this form as a template incorrectly and its not allowing the signer to complete the form.I had scanned in the PDF form and set it up as a template, I then used text box’s to enable the new employee to complete their details.I used ”conditional fields” with rules etc, but I just cant get it to work. Has anyone else set up the SuperChoice form that can provide any guidance on the best way to have this form completed.

766

7 months ago

ConnieNewcomer

asked in eSignature

Getting a refund after closing account. I have been charged for this year subscription.

I would like to get a refund for this year. I have watched the video several times on closing and getting a refund but my screen does not match up with the video. I can’t get past the Support section.

372

7 months ago

SimonNewcomer

asked in eSignature

'email address' itself as a e-signature

Hi, it is Simon using DocuSign for more than 3 years. I have a conflict with my college about the 'signature form'. Normally they use a Signature reflecting the user's name, but sometimes others are using 'email address' itself as a e-signature. My question is to use 'email address' is invalid? Thank you.

716

7 months ago

LynnNewcomer

asked in eSignature

Signing an excel file

Can you use Docusign to sign an excel spreadsheet and keep it in excel format?

11222

7 months ago

Gláucia.AlexandreNewcomer

asked in eSignature

Merging Digitally Signed Documents into One and Requesting Certification in DocuSign

Could you please assist me with the following issue? I need to merge several digitally signed documents into a single document and request digital certification using DocuSign. How can I achieve this?

8202

7 months ago

HOLIDAYISLESNewcomer

asked in eSignature

GUEST CHECK-IN CONTRACT

ANY ADVICE ON HOW TO EASILY MANAGE ARE GUEST CHECK-IN CONTRACT. THE CONTRACT IS 2 PAGES BUT ONLY THE BACK OF THE LAST PAGE REQUIRES 2 INITIALS AND 1 SIGNATURE. THE DOCUMENT IS CURRENTLY IN WORD FORMAT BUT I CAN CREATE A PDF IF NEED BE. THE ONLY DATA THAT GETS CHANGED FROM GUEST TO GUEST IS THE NAME, PH NUM, CHECK-IN AND CHECK-OUT DATES AND TOTAL COST. WE ARE TRYING TO SAVE ON PAPER AND INK. WE CURRENTLY PRINT 2 PAGES PER GUEST JUST FOR ARE CHECK-IN CONTRACTS THAT IS MAILY A SIGNATURE AND TWO INITIALS. ALSO THESE WOULD BE IN PERSON SIGNATURES..

313

7 months ago

fmacleanNewcomer

asked in eSignature

Currently selected checkbox tabs cannot exceed maximum allowed when sending.

How do I find the checked boxes that are in error???Currently selected checkbox tabs cannot exceed maximum allowed when sending.

2354

7 months ago

CuttenRealtyNewcomer

asked in Rooms

Re: DocuSign Rooms seats

Hello,I’m the Admin. on Rooms. My question is this ~ when I inactive an agent, does that open up a seat on our account. Also, can I delete agents who are in the Rooms account but have never used Rooms. Thank you.

191

7 months ago

abarkoffNewcomer

asked in eSignature

Image comes in to large

I am on an Apple Macbook Pro. When I recieve a message in outlook the docusign image and sign icon comes in to large. Is this something that can be done? Is this an sender isssue?

Lady G TexasNewcomer

I was sent an email to sign a document but it wont let me do so. How can I get support to see what is going on with this?

192

7 months ago

AshleySHAWNewcomer

asked in eSignature

Setting up a Document

Is there a way that I can have a form copy information from one page to another?

152

7 months ago

RohannNewcomer

asked in eSignature

Bulk Send Progress Bar Innacurate

The progress bar indicating how many people within the bulk send have completed signing is defaulting to 100% complete even when no one has signed yet. Not really a discussion- just wanted to put this out there for the devs to fix.

183

7 months ago

AdamVHNewcomer

asked in eSignature

PowerForm signing process error

People trying to access my PowerForm are encountering an error when they click the PowerForm link. Error is“Unable to load PowerForm signing process. Error: An error has occurred.”Can anyone provide direction on what might be causing this. It was working 2 hours ago and suddenly appeared.

4552

7 months ago

fsutanyaNewcomer

asked in eSignature

Upload Doc for Template

For some reason I cannot upload a new document to be used as a template… I have tried to upload in just about every format compatible and it doesn’t even give me the option to click on it … the only one that would even let me click on it was the .XML and then it gave me an error message….HELP

392

7 months ago

QuellieNewcomer

asked in eSignature

Using a template, how to send back to first signer to make corrections?

Hello - we are using a template to bulk send out contracts. We first send to party A, then have our team verify that party A imputed their information properly before sending to Party B to countersign. How can we send back to party A to make corrections without having to send a new envelope? Thank you!

512

7 months ago

winnie mutanuNewcomer

asked in eSignature

Docusign Clarification on Bulk Signing and PDF Document Protection

Where in Docusign can I disable the following for PDF documents : Disable printingDisable contect copyingDiable contect copying for accesibilityWhere in Docusign does it allow Bulk Signing for multiple authorized signatories to sign multiple documents at the same time?

MikeOklahomaNewcomer

When an agent retires from the real estate business does the office have the ability to access their contracts ?

355

7 months ago

twnsmom1Newcomer

asked in eSignature

Bulk uplod name, email and mailing address

Is there a way to customize the bulk upload template to include a mailing address? So that the envelope says:Nameemailmailing address

112

7 months ago

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