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

1 month ago

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CarlNewcomer

asked in eSignature API

Integration to REST that will get the # of licensed users.

I want to use the REST API to get identify the licensed users and their email addresses. I can get the users by using the Organziation REST API or the accounts REST API. Which one is the correct one to use:/restapi/v2/accounts/<accountID>/users gives me the user in the accountwhile'/Management/v2/organizations/<OrgID>/users?account_id=<accountId> also gives me the users Since I have to specify the account ID in both cases i don’t really see an advantage to one over the other… Thoughts?One reason i am leaning towards the /restapi/v2/accounts call is that i could also get the bilingPlan information.

321

7 months ago

KennethNewcomer

asked in Other

iManage Work 10 and DocuSign

Afternoon allWe currently use iManage Work 10 as our document management system, and wondered if anyone using similar has integrated with DocuSign?Thanks in advance.Kenneth

cowpoke84Newcomer

How can I unlock the function to add a numeric field to a PDF document? Thanks!

PriscillaNewcomer

We would like to change the email address for all account users,The firstname.secondname@ remains the same for all, it is just the @xxx.com part that is changing (xxx only). Is this possible for me to action, if not, can DocuSign on our behalf?We need this actioned asap.Kind regards,Priscilla.

312

7 months ago

rfreehaferNewcomer

asked in eSignature

Names - Able to Flow Through Template/Bundle

Hello, Trying to find out if it is possible to have an initial name field pre-populate names throughout the rest of a template and/or bundle. Any help would be incredible!

214

7 months ago

DenisNewcomer

asked in eSignature

Business pro doesn't work

I subscribed to the Business pro but I have still no access to the options I paid for…Still limited to 5 envelopes… and now I cannot send anyting anymore...

John KNewcomer

How do I continue a document that I started signing and selected finish later?

7 months ago

BlueMIBNewcomer

asked in eSignature

Limitations of Trial period

I’m doing a proof of concept and it appears that Formulas and some conditional items are not working. I am wondering if the Trial Period has limitations.

212

7 months ago

AskChankiNewcomer

asked in eSignature

Deployment of eSignature Template

Hi CommunityI am a new DocuSign Administrator and in need of some guidance on the deployment process of eSignature Templates from Dev to Production. The templates in question have many conditional document custom fields, hence I was looking for ways to promote the tested template to Production, rather than having to create everything from scratch. Appreciate any help/resource as I couldn’t find anything relevant in DocuSign University regarding the same.

alyoNewcomer

I'm a realtor, some documents need the clients initial on each page, (sometimes 4 clients). How can I make a template to include all recipients initials, instead of dragging and dropping each one

203

7 months ago

CVB29Newcomer

asked in eSignature

When does the envelope allocation renew?

Hello all,I have paid for a esignature plan with one seat $120 USD per year. I paid in full for the year.Question - I though my envelope allocation refreshed every month but its been over 4 weeks and the allocation has not reviewed. The account doesn’t even provide a date when the refresh will occur. Can someone please tell me how the refresh date is calculated?

1072

7 months ago

LarryUNewcomer

asked in Docusign Admin

How do I switch users from myself to a new user?

I’ve been wandering in Docusign wasteland for 45 minutes trying to find instructions on how to change my account from myself to the person who has purchased my company. She (understandably) would like her OWN name to show on Docusigns, and she is taking over the payment of the account. She also would like to retain the archived transaction files for the past many years. Can anyone help? I can’t find a way to contact Docusign. Thanks in advance.

593

7 months ago

Concerned ResidentsNewcomer

asked in eSignature

Getting more envelopes

Have Business Pro.I need more envelopes than the 100 allotted.It seems to purchase more, it adds another seat (user).The seat seems to require a different email.How can I get more envelopes for my current user email?

MarievNewcomer

I have a document I need to sign but I have not received the code via phone all to access it. I have tried multiple times and even used the alternate method and still no success. How do I get access to sign this necessary document?

IrenelisaNewcomer

Do you experience that, when sending an envelope with many templates to 1 recipient that requires a signature first from me and then from them, that multiple recipient boxes pop up ie. more recipients with each template added? If so, how do you prevent this from happening so that there is just you and the one recipient?

152

7 months ago

Heybridge Dental PracticeNewcomer

asked in eSignature

Envelope Limit Reached

Hi, I was wondering if anyone could help me. I have a free DocuSign account set up and I was just about to send a contract to be signed by the recipient, however, It has come up on my account that I’ve reached my envelope limit. This does not make sense as it says online “if you're collecting signatures, you can only send three documents with a free DocuSign account” However, I’ve sent way over three documents through out this year and last year, so I don’t understand why I didn’t get this exceeding limit before? I’ve sent more than three before.

3762

7 months ago

JJlimoNewcomer

asked in eSignature

When I login on my phone, it asks for a Verification code. once i input that, the app locks up. Also when i try to login on my computer, it says ‘unable to login’ ask for support..Anybody else have these login issues? & if so..what do i do?..i have uninstalled the app on my phone & reinstalled but no difference. once i try to get support, it asks me to login..but lets remember..THATS THE PROBLEM IN THE FIRST PLACE..haha

1002

7 months ago

Oli.MNew Voice

asked in eSignature

Is there a maximum of Administrators per account / administration ?

Dear all, I have Admin rights at Account level. I know that DocuSign strongly recommend to have at least 2 administrator “If you have a paid account with two or more users, each time you log in, DocuSign verifies that you have more than one active full administrator on the account. If your account has only one full administrator, an information banner appears at the top of the page.”Based on our Sandbox environment I know that we can have more than 5 Admin. Is it the same rules at Administration level ? Regards

1652

7 months ago

Concerned ResidentsNewcomer

asked in eSignature

Can't turn off 'Allow Comments"

Doc won’t send - error message “Account does not have permission to set Allow Comments”. I never set “Allow Comments” nor can find where to turn them off

123fourfiveNewcomer

MinimumRequired cannot be greater than number of grouped tabs that are either selected or non-locked on specified Document. GroupLabel: Checkbox Group c1c252aa-9411-40bc-b082-6c462b340071 what does this mean

2692

7 months ago

Schu_tkNewcomer

asked in eSignature

How do I change the signature after it was applied?

I'm trying to sign a document.. but i accidentally wrote my signature in the initials box.. how do i change that?

3012

7 months ago

jmatthesNewcomer

asked in eSignature

Signed docs to my account

Hi I got a document to sign but i wasn’t logged in at the time.I have the details such as envelop ID etc. How can i add this document to my account for my records?I don’t see an obvious button to do so. The document was sent to a different email address that my DocuSign account currently uses. Thanks

142

7 months ago

DSMechanismNewcomer

asked in Docusign Admin

Shared Access

How do I enable my settings to see envelopes and documents sent by other users? I’d like to see when they send a document, and when it is completed.

JMH4825Newcomer

Is there a way to set the sign format to default to 150% vs 100% on height/size?

382

7 months ago

ogaNewcomer

asked in SDKs

API to obtain the Envelope of Copy Received

I am using the API (Python SDK) to get a list of Envelopes.Recently, I noticed that I was not able to retrieve Copy Received Envelopes.They are in my inbox, but I am not able to retrieve them using the list_status_changes method.How can I use the API to get the Copy Received Envelope?

431

7 months ago

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