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

1 month ago

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LdownerNewcomer

asked in Payments

Client payments

I need to know if I void an active envelope with a paid invoice, does that void the payment totally

294

7 months ago

WFetzerNewcomer

asked in eSignature

Alphabetical Order of Files

Hello- When I go to attach documents and choose Dropbox why does Docusign not have those files in alphabetical order as the appear in my Dropbox? It is extremely frustrating searching for the folder and then file I want to download to Docusign.

364

7 months ago

JackieCNewcomer

asked in eSignature

Document is "Hidden" but will populate when I click on it. How can this be done?

Hello,My boss received an envelope for his signature on DocuSign. When he opened the document, the document appeared to be “hidden” (you have to click on it, then the document will populate). The signature portion does appear below the document that is hidden. Does anybody know how this can be done if I want to have the same set up? Thank you!!

372

7 months ago

AmirShahzadNewcomer

asked in eSignature

Integrating Docusign with Excel

I want to use DocuSign for digital signatures of my Excel based purchased orders. signatures are required from my suppliers and i will send emails to them the excel file.is there a way that using DocuSign service, i can directly send the files to my clients through email?

10382

7 months ago

conor.burgessNewcomer

asked in Microsoft

Dowloading completed file with Poiwer Automate

Is it possible to download the documents from a completed envelope using power automate, I can currently only see actions to get document info, not the content or actual file. Thanks.

mgellNewcomer

Why doesn't DocuSign allow rolling over unused sends? I receive 5 per month and occasionally need to send a few more. Other months I may only use 1 or 2. It’s maddening to me that they don’t allow customers to roll them over. Or at least allow customers to bank up to a certain limit. The next tier plan is way more expensive and much more sends than needed.

APGNewcomer

My client keeps receiving the email all jumbled with links to the Docusign not the normal review page. Has anyone ever had this issue and how do we correct it? I have had him reboot his computer and close out of his email. It looks fine on his phone but he wants to see if on a big screen. Any advise is appreciated

282

7 months ago

snickNewcomer

asked in eSignature

How do i use the HR template for form i-9? I have the zip file but that's not helpful

Never mind! I figured it out :)

262

7 months ago

nickieNewcomer

asked in eSignature

Creating a single editable template

Help! New to docusign and getting frustrated, I would like to create two templates that I am able to edit on a regular basis and create Docusign documents. Is anyone available to jump on a zoom call?

322

7 months ago

Mitra9StephNewcomer

asked in eSignature

How do I edit Powerform Logic

I am trying to make check boxes in my powerform mandatory and cannot figure out how to do so. I need the signee to check either one or the other and not be able to sign without one of them being checked. A lot of people miss check boxes, but I need it checked for accounting purposes. Anyone know how to do this?

142

7 months ago

DJCDentalNewcomer

asked in eSignature

Unable to add Dropdown field

I was able to add all of the fields to my document yesterday. But now I’m unable to add a number of different fields. There is a little lock sign next to field and its saying I need to upgrade my account.

412

7 months ago

ajinkya452Newcomer

asked in eSignature

How to copy attachments from expired (voided) envelopes? URGENT HELP

I am trying the "Copy with form data" but the attachment is not getting added in new envelop. What should I do?

YWCANewcomer

Hello,I would like to send 4 documents to the same people. So I've added all 4 documents to the same action.I add the signature requests under the names without any problem for the 4 documents.However, a colored bookmark appears. But there's also a larger grey bookmark.Despite the 4 documents with the same number of signatures requested, sometimes the gray bookmark appears and so does a bookmark the color of one signature request. It’s not the same for the 4 documents and I don’t understand why.I don't know what it's for or what it means, and I don't want the recipients to be unable to sign.Thank you for your help !

376

7 months ago

gxgxNewcomer

asked in eSignature

Access Previously Signed or CC-ed Documents before Accoiunt Created

Hello!Is there any way to access my signed/completed documents or those that I have been cc-ed in before my Docusign account was created? I deleted some emails from Docusign and realized that I had not saved a copy of the signed documents. These were sent prior to the creation of my Docusign account. I have now created a Docusign account using the same email address that the documents were sent to, but the documents are not shown in my account, probably because they were sent to me before I created the account. What should I do?

1462

7 months ago

Oak2572Newcomer

asked in Microsoft

Show "There are no records to display" message in Power Pages

Hi CommunityI’m having issue with Power Platform - Power Pages integration. I followed the exact steps described in both Docusign and Microsoft official documents. Everything goes well until “View and Sign” document part. It says “There are no records to display”. Appreciate any help. https://support.docusign.com/s/document-item?language=en_US&bundleId=gqy1619537336307&topicId=bpi1699578155767.html&_LANG=enushttps://learn.microsoft.com/en-us/power-pages/admin/set-up-docusign-integration CheersZA

1282

7 months ago

stefschodrofNewcomer

asked in eSignature

Contract for client to fill in fields and sign

Yikes - I feel really silly asking this question as I thought setting up a simple contract would be easy but I am lost. I want to create a contract that my client fills out and signs. I want to add a link to this ‘form’ to my website and keep it super simple. They click on link, fill out form and sign. Where do I go to create this? Thanks!!

252

7 months ago

Kristin BlackwellNewcomer

asked in eSignature

Personal document owner

I sent assent page to 5 people for signatures. My completed file is coming in as one document with all of their signatures under one page throught text. How to I get to and print each signed document? I clicked on everything on the completed page and it did not bring me to their individual document. Please advise! Thank you! Kristin

427

7 months ago

Mfoord-ROMNewcomer

asked in eSignature

Can you prefill a calculated value (Price x Qty)

I’m working on a template which I want to prefill - a basic Purchase Requisition form that I send out for approval almost every day. The previous excel version of the form normally multiplies the quantity times the price per unit and fills in the extended cost for each line item which I enter. I can find a values calculation option for the signer, and I can find a “prefill” tool for me as the sender, but I can’t seem to find anything that would let me PREFILL the Extended Value before sending it on to the signer.Do I just have to manually do the calculations or can I do a “calculated pre-fill field” to automatically do the calculation once I enter values cost per unit and qty when I’m prefilling the form?

582

7 months ago

SVO Senior LivingNewcomer

asked in eSignature

Billing

I went to pull my invoice for reconciliation today, and it looks like my account has been switched over to a free account and is showing 2 sends left. We have been paying for DocuSign for years, so I know this isn’t true. Can anyone help so I can get my invoice and our plan be corrected?

142

7 months ago

vaibhaviparanjpe10Newcomer

asked in eSignature

Unable to change signature when integrated Docusign with Outsystems

I have integrated DocuSIgn with Outsystems but when I am signing any document it is only showing the first saved signature and I am not able to edit or change the signature. Is there any specific solution for the same or any method by which each time a new document is opened it asks to either draw the signature or to upload a signature instead of showing the first signature by default. Also I have attached the screenshot of the issue

JARieberNewcomer

I had to make a new intake form. The firm has questions for the person to whom I’m sending it to fill in. I cannot locate the way to do this. There used to be a side bar with a pencil for signatures and a way to put txt spaced in but I cannot find it

182

7 months ago

MarioNewcomer

asked in eSignature

Esignature functionalities

Hello Community, I´m looking for a guide or manual with the main Esignature functionalities Functionalities:sendingSigningtemplatesAll possibilities thank you.

7 months ago

DIDO444Newcomer

asked in Other

Can we integrate docusign with Profile Tax software

I would like to know if we can integrate docusign with profile software in 2023 tax forms ?

192

7 months ago

MauricioNewcomer

asked in eSignature

Is it possible to add P12 certificates on the DocuSign platform?

Hello, I am new to your platform and I require help, I am trying to add a P12 certificate issued by a Bolivian company, I go to the signatures section and I cannot find an application that indicates adding a p12 certificate.How can I add a P12 certificate?, please let me know.thanks for your help

1042

7 months ago

Luke.PowerNewcomer

asked in Microsoft

Adding dynamic data to custom fields

I tried using Power Automate to update the text in Custom fields from my excel sheet into the template that I have created in Docusign, I tried importing the info of the Custom field by using the function “Get Custom Field Info” but I noticed that it wont import anything and it will still show as successfully run. I am trying to import the field info so I can put that info to run the “Update the envelope custom field” which will update the values of the respective custom fields. Can anyone help me with this please?

3202

7 months ago

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