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

1 month ago

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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

792

7 months ago

BarryINewcomer

asked in eSignature

recipient's already set signature needs to be changed

Hi, My recipient has already signed in Docusign before so when she gets the email and tries to sign, it shows the old signature. That signature is wrong, however, and she needs to change it. She doesn’t know how and i’m not sure if she has a Docusign account to go and change. I’m hoping she can change it in the email that Docusign sends her. Otherwise, i have to drive to her house to have the original document signed with the correct signature. How can she change it? Thank you!! Barry

432

7 months ago

Henry KortewegNewcomer

asked in eSignature

Change order of attached forms in a template

HI all,I have a docusign template with 4 attachmentsForm with docusign fields to agree on a proposal. Proposal (which is added during the signing process). T&C (fixed in the template) DPA (fixed in the template)I want to see the DPA and T&C at the end of the docusign template. But I only can set the T&C as supplement. I also want to set the DPA as a supplement. But the DPA also has signing fields.The proposal should be visible after the Form with Docusign fields.Does someone has a solution for this?

312

7 months ago

Andrea_dNewcomer

asked in Microsoft

How to upload documents / attachments from SharePoint

Hi, we have adopted DocuSign by integrating it into our SharePoint document management system. By starting the signing of a document (for example a transmission note) I need to attach the accompanying documentation. How do I upload documents from SharePoint? It seems that it is only possible to draw from the computer's local resources or from OneDrive. It would be crazy if you had to download documents locally from SharePoint and then upload them to DocuSign. Right?

442

7 months ago

M87Newcomer

asked in eSignature

impossibile to find certificates

When i try to sign a document received by email i try to sign but it shows me the attached error.Can’t find your certificates

2742

7 months ago

MariaPopescuNewcomer

asked in Identify

DocuSign identification with IDnow for Romania

Hi, I am based in Romania and I am trying to sign a document in DocuSign that requires identification with IDnow. I was told (via browser and mobile app) that for Romania I need to have both my national id card and a passport. I don’t have a passport and it takes up to 3 weeks to obtain one. I need to sign the document asap. What can I do ? Thanks.

1002

7 months ago

boianovichNewcomer

asked in eSignature

Doccusign and Jotform - Envolopes

Last year when I was using DocuSign to verify signatures in Jotforms, I only used a couple envelopes.Now, each person is using an envelope.How do I setup Docusign to allow 100, or max number, of signature verification before using an envelope.I do not know until they are used, who will be using them. Dave

424

7 months ago

Chris.WilsonNewcomer

asked in Docusign Admin

Moving Existing Accounts and Users to an Organization

We are being acquired by a larger company that has DocuSign as well and would like to move/port over our existing account and users into their organization so that it is a seem less transition for employees and customers. We currently use API and Brand features and would like to maintain all of the same settings, IDs, etc. in our own account environment under that organization. Is this possible and if so how?Are there enhanced plan features we’ll need to consider or potentially add?

Roe1759Newcomer

I received an email that an envelope has expired and is now voided. I have no idea what envelope is now voided. I searched by voided and by one of the recipients names nothing. I use templates and send over 400 a year so the subject line search isn’t helping. I received the email today and there are not voided envelopes with today’s date on them.

7452

7 months ago

HeatherWNewcomer

asked in eSignature

I can't resend an envelope that my team member sent

My team member created and sent the envelope and even though I am the administrator I can’t resend to the person we are waiting on. The option is not available to me in the drop down for actions on ones that she sent, and it is an option on ones I have sent.

1469

7 months ago

Marie1954Newcomer

asked in eSignature

Multiple accounts (seats) on my login

I have two accounts (seats) to choose from when I log into DocuSign. One is a personal DocuSign account and the other is my business account that is tied to my single signon account with the University. Since both appear, many times the users choose my personal account instead of the corporate account to send for my signature. I would like to cancel the personal one so it does not appear as a choice. How do I do that? I am willing to cancel the personal account if that is what is needed but I don’t see an option to do so. Need Help!

724

7 months ago

rfreehaferNewcomer

asked in eSignature

Is there an alignment ability?

Looking to center align text boxes, is this possible?

212

7 months ago

Mario B.Newcomer

asked in eSignature

Authentication settings for recipients

Hello,The sender can specify that a recipient must authenticate for each envelope sent from this account.Where can the sender specify this? I can't find anything when I upload a document and specify the recipients.Thank you.

ytezNewcomer

Hi, I'm new here. So there's a checkbox option in my document and that the signer can only choose 1 from the options. Whenever I set the validation to "select at least" then 1, whenever I try to sign, I can tick all checkboxes. What should I do? Thank you.

6608

7 months ago

AshleySHAWNewcomer

asked in eSignature

In Person Signing Off-Line

is there a way you can create a templet to download and sign offline in person?

692

7 months ago

tammy.odumNewcomer

asked in eSignature

Access old docusign paperwork from when I worked at another company

I had docusign an a realtor with Century 21. I am now at Long & Foster. I have docusign here as well, but I need access to my old files from Century 21.How can I make that happen?

212

7 months ago

Edward.MarksNewcomer

asked in eSignature

Comments to a document

A signer to the document did not fill out a page before signing and the required details were put in a comment. The next signer stated that after he signed, he got a message that said “certifies that i reviewed and consider above comment to be the information/content requested by pg 6.” Once the document is fully executed do these comments become a part of the document forever and are viewable and printable after you download the document? If not, then I will need to start over with a new envelope.

422

7 months ago

VeerabhadraNewcomer

asked in Authentication

Error while requesting server, received a non successful HTTP code with response Body: {"error":"invalid_grant","error_description":"user_not_found"}

Error while requesting server, received a non successful HTTP code with response Body: {"error":"invalid_grant","error_description":"user_not_found"} getting in preproduction

961

7 months ago

LydiaNewcomer

asked in eSignature

Receiving Docusign envelop separately from the Registered Docusign Account

Hi all, After my company joining the corporate plan of Docusign, I believe all Docusign envelop sent to each corporate email address of my team members should be received by and appeared under their own Docusign account registered with their corporate email address. However, some of my team members received Docusign envelop separated from the registered Docusign account even the envelop is sent to their registered corporate email address. Is there any reason for the above issue and is there a way to resolve this issue going forward? Thank you! Best regards,Lydia

303

7 months ago

DCDCDCNewcomer

asked in eSignature

No access to billing account

The employee who used to take care of DocuSign bills is no longer with the company and we do not have access to her DocuSign account to check our billing information and update payment methods. Is there anyway I can take over the billing matters?

565

7 months ago

etemkinNew Voice

asked in Salesforce

State Field from Salesforce not bringing over values to template

Hi, I have a merge field that is a State picklist field in Salesforce. I am trying to add that field to a template, however none of the values are being pulled over and it won’t let me save the template because it says “One or more of the dropdown fields doesn't have any options.” I would assume that because this is mapped to Salesforce it would bring over all of the salesforce values. Is this incorrect? Am I to maintain both the salesforce picklist values AND DocuSign picklist values separately? Or am missing something in setting of of these fields.

ChristinaCNewcomer

I am new to docusign and am looking to see if this is even possible.We create many different templates based off all of the same pages. Simple example. Template 1 might have 6 pages of the exact same page and Template 2 is the same pages but only 4 copies of the same page.It is possible to make a worst case scenario situation template (has the most pages in it as possible), populate the merge fields, and if certain fields are blank then hide/remove the pages with blank fields? Basically is it possible to conditionally hide pages?

2014

7 months ago

JennyBirrellNewcomer

asked in eSignature

Conveyancers Certificate

How do I obtain a conveyancers certificate having completed.

122

7 months ago

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