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

1 month ago

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Gaurav2101Newcomer

asked in eSignature

DocuSign Excel To PDF Conversion page size page scaling issue

We are facing scaling and page size issues when DocuSign automatically converts Excel files to PDF format. To provide a clearer understanding of the problem, I've attached a screenshot illustrating the exact issue.Despite both sheets having identical page settings in excel the page size in converted PDF is not same for all the sheets Our analysis and research have revealed that page scaling is influenced by four parameters: fitToPage, fitToHeight, fitToWidth, and Scale. We've diligently experimented with various combinations of these parameters within the Excel sheet XML, but unfortunately, the issue persists.Attaching the demo excel file for better understanding. If you uplaod this file in excel you will see this issue.Anyone facing similar issue?

2302

7 months ago

chohee yuNewcomer

asked in eSignature

I can't find "Settings" tap

Why can't I find the settings tab? I want to access the settings tab, what should I do?Please answer me….

2753

7 months ago

schwammieNewcomer

asked in Docusign Admin

Transfer Completed envelopes from one organization to another organization

Can I transfer completed envelopes in my account to another organization?

272

7 months ago

tomas.farkasovskyNewcomer

asked in Salesforce

Salesforce Edge Network

After enabling Salesforce Edge Network in Salesforce, DocuSign stopped working. Do you know why?Any experience with enabled Salesforce Edge Network and DocuSign?

272

7 months ago

AnjanaNewcomer

asked in Salesforce

Conditional logic to hide a field if it is blank

I want to hide a field (OR suppress line break) if the salesforce field is null or blank in word template. I am not able to check for salesforce field null/blank value in the template. Thanks,,

3352

7 months ago

mchavesNewcomer

asked in eSignature

Clauses inserted during the signoff

Hello Folks,I would like to confirm if it’s possible for some clauses to be inserted “on the fly” during the signoff and pdf document generation? The reason I am asking is recently I signed a services contract with a consultancy firm and magically two clauses appeared in the generated pdf but they were not there when I was reading the contract Has anyone seen this before? If so, that’s very unfortunate. The clauses that were inserted were kind of “draconian” of course as I would never agree to them.Thank you.

252

7 months ago

Campbell_westsNewcomer

asked in eSignature

E-signing at point of transaction.

Hi AllI am looking for a solution for our Resort to allow for electronic signatures on a printed receipt when guest are room charging. The challenge here is that the customer must sign at the point on the transaction being completed on the iPad. Having staff carry printers is not a feasible option. It is possible to have the Point-of-Sale software being used to print PDF versions of the receipt which will the open automatically. The sticking point is being able to all allow the customer to sign either with their finger or touch pen carried by staff. Once the Guest has complete and pressed submit or confirm the document is then emailed to pre-defined email address, where all the receipts can be collected by accounts and attached to the Guests room account. At present I have not been able to find a solution which can complete the last 2 steps seamlessly. Any suggestions or advice on solutions that can setup using DocuSign would be greatly appreciated. Regards

272

7 months ago

LisaBNewcomer

asked in eSignature

Document Not Fully Visible to One of Many Signers

I have a signer (the 2nd in the signing order) who says they cannot see the full document, but only portions of the document. The first signer can see the entire document. I believe it is something with the signer’s system, but I don’t know how to troubleshoot with them. Any ideas?

232

7 months ago

Connie MNewcomer

asked in eSignature

envelope sending customized settings?

When I send an envelope, is there a way to only get specific page(s) sent back to me? For example, I need to send an employee handbook to be read by the recipient and sign a document. I only need the signed document sent back to me after being signed, not the entire handbook that the recipient read.

222

7 months ago

David.CarasitiNew Voice

asked in Web Forms

Set Signing Group Based on Web Form Input or ECF

Hello,I’m looking for some conditional logic for signature routing. We have mulitple offices, if a contract comes out of one office, it should then go to that office’s signing group to sign. I’m using a web form to create our contracts, and I’m looking for a way for the user to select the office and that then change the signing group that would be assigned as the countersigner. Is this possible?

566

7 months ago

Bill TurnerNewcomer

asked in eSignature

Combining Documents into 1 Template

Is there a simple method to combine multiple DocuSign documents into one template without the use of Rooms?

805

7 months ago

IzzyNew Voice

asked in eSignature

How can I send an email to a signing group or viewing group in another organization?

Example use case would be if I want to send a document to another company’s entire CSM team. Each member of the CSM team should be able to view or in some cases sign it. How can I do this? Obviously their signing group won’t show up in my directory and there is no email associated with that signing group as a whole, only the individual members. Even if I could add an email address manually (for example let’s say their team has a shared email inbox such as: “entireCSMteam@example.com”) then there would need to be shared access to a DocuSign account with that email address. I would rather avoid a shared account.Thank you!

962

7 months ago

NitishNewcomer

asked in eSignature

Error while adding document

Hello Everyone,I am getting the following error while trying to initiate a new document to be signed -“An error has occurred. Your request cannot be processed right now.”Can someone please guide

1802

7 months ago

NeffUserJJCheeneyNewcomer

asked in eSignature

Ball In Court / Pending Signatures

I’m Just looking for a simple way to look at the “Ball-In-Court” for pending signatures. Is there a quick tool or report that shows who or which signer is still pending signatures and to which document? without having to look or hover over each “Waiting for Others” hyperlink to see which recipient still needs to sign.

arc_ec1Newcomer

Hi,I have recently signed up to the sandbox version of Docusign as I want to get up to speed with some of the functionality. A colleague of mine is also using the sandbox version as we would like to collaborate on some of tests. Unfortunately, despite numerous attempts to collaborate in the sandbox version e.g. add each other as contacts/users/send emails/share templates, we have not been able to do so. I would like to understand whether the sandbox version of Docusign allows colleagues to collaborate on it? If so, what steps do we need to take to ensure we’re both using / viewing the same version (as none of our attempts so far have worked)? Please note: we already have a Docusign account for our organisation (which we prefer not to run numerous tests on), hence the sandbox version is to try out different tests outside of the account. Thank you,Emma

1464

7 months ago

M. HakeNewcomer

asked in eSignature

Can a text or name field automatically adjust the rest of the text in a PDF so the text/name fits a paragraph seamlessly?

In my template I need to use the text/name field in the middle of a paragraph. But the length of the text/name will be different each time I use the template and will either overwrite the existing paragraph text or will leave space between words where it isn’t needed.

1352

7 months ago

TGrommetNewcomer

asked in eSignature

Recipient auto-fill mispelled

So, I misspelled a recipients name one time and now it auto-fills when I start typing it in. The email still shows up correctly which is not good because it actually gets sent to the recipient with their name spelled wrong. How do I delete the bad one?

4182

7 months ago

Will S.Newcomer

asked in eSignature

Extend Docusign.com login time

Does anyone know how to increase the amount of time a user can remain logged in to DocuSign (via Chrome)? It’s set at a few minutes now, so when I’m working I’m logging in to DocuSign multiple times, it’s getting annoying. Thank you!

592

7 months ago

Lars HansenNewcomer

asked in Docusign Admin

Envelope signee restriction

Hi! How can I as an Administrator restrict a signer of former envelopes to view them going forward? Retention policy is not defined.

242

7 months ago

isabellaversiNewcomer

asked in eSignature

Read Only Blank for Signer

Hello,I’m filling out information on a envelope, and marking as “read only”. When the signer or people who just received a copy open the document, none of the information is showing, so the form appear to be blank.How can I fix it?

922

7 months ago

DMMcCaffreyNewcomer

asked in eSignature

For User Profile > Phone Number > Add a Country list that includes + sign and country code

When filling out a user profile, it would be really nice to have a field where you can pick the country code for the phone number for the user. This is helpful if you are looking to respond to a customer quickly without having to look up their country code before you dial the user.

NancyNewcomer

I have just been using the trial to sign documents and assumed they would be online. Do they get deleted? I am missing documents that have been completed. Is there a way to retrieve them?thanks

602

7 months ago

Kris VanderveldenNewcomer

asked in eSignature

Enevelope limit exceeded

Under my personal license which is part of a team subscription I keep on receiving the following message when I prepare an envelope in DocuSign to send: Something is wrong with my license only as other team members don’t receive this error.How can I fix this?Thanks for the help!

243

7 months ago

BsmCpaNewcomer

asked in eSignature

Extending logged in time

Is there a way to have the app stay open longer before it logs you out for inactivity?

SteinmanNewcomer

How can I set the default for the signature to have the box around it. I selected that option in settings but it does not populate when signing on a computer but it does populate when signing on a mobile device.

1854

7 months ago

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