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

1 month ago

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AmycpNewcomer

asked in eSignature

Bulk send help

I recently confirmed that Bulk Send is included in our account. I am the Administrator and am trying to figure out how to use. I watched a tutorial - but find that Bulk Send doesn’t show up when I’m in the Add Recipients step. How do i get it to show up? Thanks so much!

SMRSNewcomer

I have a signature field for my client and another one for me. How do I assign my client’s signature to his field and my signature to mine?

DHCole99Newcomer

Message in Document Retention Policy section“You can enable a document retention policy to set the number of days that completed, declined, and voided documents are kept”. The value goes up to up to 9,999 days.But in the help page it states “If you choose to set a retention period, any affected envelopes are placed in a purge queue for 14 days, after which the documents in the envelopes are deleted from the DocuSign system.“Question: If I enter “5” under “Keep for this many days” with the files be purged in 5 days or 14 days or 14+5 days (19)? Please clarify.

272

7 months ago

Harold MNewcomer

asked in Microsoft

How to configure the use of electronic signature in Docusign using Power Automate?

I am looking for ways to request signatures from several people automatically, I have verified that Docusign supports the use of electronic signature (through a card reader or USB port) but I cannot find the correct configuration to request it through the power automate platform In fact, I can't even find the option to request it through the docusig website. Does anyone know how to change this signature request?

282

7 months ago

donsumayeNewcomer

asked in eSignature

Sign W9 without having to see old signatures

When we try to sign W9, the form comes with the signature of the person who came before. Whereas, we would like to avoid the recipients being presented with the 'My signatures and Initials' pop-up and go straight to 'Adopt your signature'.So that when a new user come, he doesn’t see the signature of the person who came before him. Right now the form populates all the list of signatures which were already used before the new user.

Beth LubeNewcomer

I have sent a document to myself. I can see the document in my inbox attached to Docusign. However, when I click on the file to view it (in the preview pane on the right hand side) my boxes i had dragged over there for signing and the date do not show up. If I send it to someone else they are able to view the boxes just fine. I thought that I could see them before, was there a change?

Kathryn.KNewcomer

I just paid the $15.00 to start docusign (have always had free version)… so why can’t I send an envelope? It’s telling me I need to pay… but I just did??

123

7 months ago

ssomasundaram.aspiresysNewcomer

asked in Embedded Signing

Need to integrate docusign in Angular and Asp.Net Web Application.

I’m working on an application development, in that we would like to implement agreement signature using DocuSign. We have a PDF agreement that will be uploaded in the application and it will be vary by users. This PDF has to be signed by 2 parties, we would like to implement with in the application. As per the existing examples are sending an email to the signer to sign the PDF electronically. But in my case the signature to be accepted via our application. Once both parties are signed the completed PDF will be downloaded from our application.Kindly anyone suggest how can I use DocuSign to implement this feature. Thanks in advance.

4561

7 months ago

KatrinNewcomer

asked in eSignature

Power of attorney with unknown Authorisers and authorised representatives

Hello,we would like to use DocuSign for power of attorneys for our annual general meeting. Every year we have about 250 power of attorney documents filled out. Our ideal process should be like:Companys cancel their participation at your annual meeting in a booking form in our extranet (this is obligatory) Then, a document should be opened (API conncetion DocuSign to our extranet would be provided) where the authoriser has to fill in his company name, a certain number and the company who will be his authorised representative. He finally signs the document. this document should then be sent to this authorised representative who signes it as well finally the document should come back to us to be included in certain booking information connected to the registration at our annual meetingOr is it possible to map this whole process in online forms with only a completely filled out document as a result of the input in the forms at the end?Authoriser as well as authorised representatives are un

261

7 months ago

Dave WDXNewcomer

asked in SDKs

Issue with Docusign event parsing since the 22nd of March

Hey All, just looking to see if anyone else has had a similar issue which started happening today 22nd of March. Basically events received from DocuSign regarding envelope updates are no longer possible to Parse with .Net 8. Here is an example { "event": "envelope-completed", "apiVersion": "v2.1", "uri": "/restapi/v2.1/accounts/34db86ca-b0f6-4217-b184-5a24775486f8/envelopes/e9dcc0d1-9825-4d8c-92c7-efeaed79e3d6", "retryCount": 0, "configurationId": 10406305, "generatedDateTime": "2024-03-22T12:39:17.8427198Z", "data": { "accountId": "xxxxxxx", "userId": "64a99c27-3cc1-43ba-92df-7f37889e1554", "envelopeId": "e9dcc0d1-9825-4d8c-92c7-efeaed79e3d6", "envelopeSummary": { "status": "completed", "documentsUri": "/envelopes/e9dcc0d1-9825-4d8c-92c7-efeaed79e3d6/documents", "recipientsUri": "/envelopes/e9dcc0d1-9825-4d8c-92c7-efeaed79e3d6/recipients", "attachmentsUri": "/envelopes/e9dcc0d1-9825-4d8c-92c7-

801

7 months ago

ESCMNewcomer

asked in eSignature

How to limit a witnesses visibility to a document within a DocuSign envelope

HelloA witness is required to sign a document in an envelope sent out to them. The signer specifies their witness. Is there any way in which you can limit the witness viewing the whole document within the DocuSign envelope and just limit their viewing/access to the signing page they are required to sign?I have had a look on “Sending Settings” visibility for envelope recipients but it does not give me an option to change the Document Visibility within this tab. There is also a Note stating that “A document cannot be hidden from a recipient if the recipient has tabs assigned to them on the document”.This indicates to me that if a witness has tabs on a document, there is no way to limit that witness from viewing the full document and only limiting their access to the signing page in question. I was wondering if anyone could shed some light on this to see if my request is possible?Thank you

1184

7 months ago

mciukajNewcomer

asked in eSignature

Who sees forwarded document

A document was sent to Individual 1 and signed. The document was forwarded for signature to Individual 2. What does Individual 1 see. 1. Do they know the document was forwarded? 2. Can they access the document after it was signed by Individual 2?Thanks.

632

7 months ago

Marilu LomoroNewcomer

asked in eSignature

Pages layout changes when uploading document

I have a PDF document with three Word pages and 2 PowerPoint slides, all merged in one document. Word pages are vertical and PPT ones are horizontal. When I upload the document in DocuSign all pages are shown in vertical disposition so you won’t be able to look the whole image in PPT slides. I send envelopes containing the same kind of pages all the time and this has never happened to me before. I don’t know if there’s a way to change pages orientation or how I’m supposed to fix this. Any idea? Thank you!

2512

7 months ago

Patty WilkinsNewcomer

asked in eSignature

How do I get permission to send an envelope?

Good afternoon, How do I get permission to send an envelope? What does that process look like?

3512

7 months ago

Millem04New Voice

asked in eSignature

The Company account of a signer is preventing access to an envelop sent by a vendor

I sent an envelope to be signed by several users. The user’s company has their own Docusign account that seems to be preventing them from signing in. Part of the error message says that their company has configured the application to block users unless they are specifically granted (‘assigned’) access to the application. How can I help them get signed in to sign my company’s envelope?

332

7 months ago

Raeh60Newcomer

asked in eSignature

To step verification on client not sender

I want to send a contract to a client for signature. Lender wants the report to show the clients email address and their mobile number. How can I get their mobile number to show on the report as when setting up the document for Esign there is no where that it lets you enter a mobile number only email address. Hope this makes sense!

122

7 months ago

AnaghaPingaleNewcomer

asked in eSignature API

Get users pending envelopes

I have below use case :Get users pending envelopes. I have to find all pending envelopes for any user using email Id. Any sender can sent the envelopes to user and I have to find the list of the envelopes user has pending actions.Which endpoint should use to get this information ?

ManoManoNewcomer

DocuSign seems designed to waste time in very small increments.1) Times out too quickly. Then I must hit Log-in on the First page. Username on Second page. Password on Third page. With autofill I should just be able to hit one button on the First page and be done.2) When typing text, the box turns into almost a square that I must resize and reorient. When is that a helpful feature? Just leave what I type how I typed it. No brainer.3) Pages don’t preload so there is a lag when scrolling. If DS wants to avoid unnecessary data usage on the server, at least preload the very next page as one scrolls.4) The new # field: If I want a decimal point, I will type it. Why are they default? Just use text.5) When uploading docs with fields, why the floating bubbles that tell me they were detected? Why must I individually X out of each of them in order to see my screen and use the program?6) When printing, why must I hit Custom

372

7 months ago

nhoganNewcomer

asked in eSignature

Bank Routing & Account Number?

First time trying to use docusign, requesting banking information from Customer’s for automatic ACH payments. I need their bank’s 9 digit routing and their bank account number ranging from 5-17 digits. What field do I use to gather this information? Also, using a radio button to select between checking and savings account, but it does not display in preview. Please help!

2052

7 months ago

M.NackeNewcomer

asked in eSignature

Format error with word table - top of page shifted downwoards

Hi community,I have created a Word Document which is formatted as a table. If I upload it to DocuSign eSignature additional lines are created and the top of page two onwards is shifted down.Did anyone have a similar problem and know how to fix it in Word/DocuSign?Of course I can export the file as pdf every time before uploading it, but I hope for a general solution.Thank you!

1342

7 months ago

neethujkpTroubleshooter

asked in eSignature

2 Brand Logo using resouce file

Is there any way to bring both email and signing logo(primary & secondary logo) in the DocuSign Notification email using resource file.

495

7 months ago

JudyNewcomer

asked in eSignature

Envelope limit reached

I use zipforms to send real estate forms via e sign to docusign. I created an evelope and it will not send.. the message I receive is envelope limit reached. We just renewed our corporation docusign account, so I am pretty sure i have a valid account. Zipforms says call docusign.

962

7 months ago

CatherineKNewcomer

asked in eSignature

Allow 1st signer to edit message to 2nd signer

I need to get a signature/ approval from 2 signers. I can create an envelope with either the same or customized email messages to the two signers. The 1st signer would like to be able to edit the email message to the 2nd signer but I can’t work out how to do this. The 1st signer doesn’t need to edit the document, just the email message

154

7 months ago

Texan0331Newcomer

asked in eSignature

Received an email "Document Retention Notice" Meaning...?

I have receive an email saying:“You are receiving this notification because (“MY COMPANY”) Onboarding Team has a document retention policy. Your signed documents for 'Please DocuSign: New Hire Paperwork (FILL OUT) Updated.pdf, Finance Data Sheet.pdf, Foreign Cor...' will be removed from DocuSign.Is this DocuSign doings or did my company removed this? Curious if my company did this or something else? Any help would help. Thank you.

Map DocuSign groups with Azure entra groups

Hi, we are looking into leveraging azure entra (active directory groups) as the basis of groups in docusign - is there anyway that azure entra groups be mapped to docusign groups? Our organization currently has sso set up but we are wondering if we can step it up and map groups to groups in docusign. Thank you

1562

7 months ago

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