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

1 month ago

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colmbyrneNewcomer

asked in CLM

CLM - PowerBI

Hi there.Finding Reports in CLM to be pretty basic, I’m curious if others have experience of building/developing custom apps to pull out data (including Attributes) and push to PowerBI. Thoughts on this ? Best approach ?ThanksColm

1 day ago

Christos MouskosNewcomer

asked in eSignature

Can you transfer Envelopes across Sites?

Hello,Is there a way to transfer envelopes between Accounts in different Sites?e.g. from an Account in NA1 to an Account in NA2Thanks in advance!

252

1 day ago

PatrickoAUSNewcomer

asked in eSignature

Completed Documents Not visible in Completed Document Box

Hi,I’ve just received confirmation of completion of the Documents and want to download, but the completed documents are not showing up in the completed box.

1 day ago

mehul.shahNewcomer

asked in DocGen

Conditionally show a radio button group to recipient depending on merge field value

Hello, I’ve a couple of merge / sender fields created on the template.I want to show radio buttons to the recipient if one of the merge field value is true, else hide the radio button from the user.How to achieve this ?Conditional fields is not serving the purpose.TIA!Regards,Mehul Shah

1 day ago

globetax-devNewcomer

asked in eSignature

Agreen and Continue popup broken "Other Actions" in Chrome

This is the issue - It does not happen in Edge ? Any ideas - this is since the recent update DocuSign published. As you can see we are using Focused view embedded signing.Apart from the bug, like someone else asked in “New modal appear in the iframe” question, we understood the behavior about this popup only happens once per “Recipient/Signer”, similarly to Adopt a signature. Once agreed to this once per email address, it does not happen for subsequent envelopes to that person. Can you confirm? Also the answer in that question I mentioned does not really satisfy the question - can you elaborate of the intent. Personally, it feels right to a degree because you do have these Other options. But if you have signed something on behalf of say, abc@mail.com recipient, then do it again - you wont see this popup and thus cannot decline or finish later from a focused view (I am sure you are aware and one would have to add a Decline tag in the document which isn’t documented anywhere last time I

101

1 day ago

AntoineNewcomer

asked in eSignature API

DocusignDate format

Hello,I’m currently sending some documents to be signed in french language.I have templates host in my api resources in HTML format. I use openhtmltoolpdf to format my html documents as pdf. My freemarker templates contain some form fields to enable recipients to fill all the info with any PDF reader.I use some DocusignDate and the html attribute data-pdf-form-field="true" then request docusign to transform the pdf fields with transformPdfFields.The recipients receive the form well formatted except the date fields.When i change the regional settings of my admin account, the format of date fields is well updated but the validation is not working anymore. May anyone help me please ? Regards,Antoine

211

1 day ago

Steph_MNewcomer

asked in Legal Industry Group

Can a Retailer Fake a DocuSign Signed Contract?

I encountered an issue with an ADT sales contract. I know there was a problem with the original attempt to send me contracts because they only allowed one person (my deceased husband) as account owner. I now see a “signed” DocuSign contract with my name as the signer. I do not believe I ever signed this contract.How simple or easy is it for a retailer to sign a contract on someone else’s behalf? How does DocuSign ensure that signers are real?

296

1 day ago

Eddie_cHENNewcomer

asked in Japan User Group

文件儲存出現錯誤

如上述圖片，在按儲存的時候跳出，無法處理該問題進行下一步

130

1 day ago

tungleNewcomer

asked in Other

Integrate with Okta for SSO

Hi team, I’d like to integrate our DocuSign with Okta for SSO & provisioning/de-provisioning. I’ve gone through this docx: https://help.okta.com/en-us/content/topics/provisioning/docusign/docu-integrate.htm and I’d like to double-check with you again on this docx to be sure it is the correct & the latest one. Thank you !!!

1 day ago

jmavNewcomer

asked in eSignature

People assigned 'receive a copy' are not getting it

I have to submit these docusigns signed by 1 person and 2 people receive copies. The 2 people who i have set as ‘receive a copy’ are not receiving them after the pdf is signed and dated. How can i fix this?

322

1 day ago

summercayNewcomer

asked in eSignature

Error downloading document "Recipient has not passed authentication steps"

I’m trying to download a signed document under my ID. It asked various security questions, and I apparently failed one of them so when I click on the download arrow next to the document I get the following message:{“errorCode”: “RECIPIENT_AUTHENTICATION_REQUIRED”,”message”:”Recipient has not passed authentication steps.”}I’m trying to find help on resolving this.Thank you so much in advance for the help.’Barbara

1 day ago

SueKNewcomer

asked in eSignature

PDF Document not applying template correctly

I have created a contract in PDF format. Every contract is for a different customer. The contract is partly populated from our database and partly completed with unique information in fillable areas and then saved. The contract is then uploaded into DocuSign and a template is applied. For some people this works perfectly, and all the fields are allocated the correct “initial/signature” spots. In all cases an initial pop-up window appears saying that “Form Fields were found” and once the template is applied, another pop-up appears saying “Template was successfully applied.” However, once we move to the contract itself, and the window below pops up with the option to “Keep PDF form data” and that is selected, we get a perfect contract, if this window does not pop up the initials/signatures are off to the right and aren’t lined up where they should be. I cannot find a solution to this problem online. I have looked at whether it is a difference between using Chrome or Edge and also

DCJNewcomer

A year ago we signed ONE document via Docusign tl sell a property. Now you are billing me $120 for the coming year. There is no “administrator” access, which you require to cancel. There wouldn't be one other than me. But without an “administrator” sign in I cannot cancel this charge and close my account, to which incidentally you denied me access to the one document I signed. We have no need or use for your services.How do we stop your $120 charge to my credit card and close our account.

MRemoNewcomer

Hello: When using the mobile version of Docusign - using an Iphone - wondering how to get to the Docusign contacts section. It only shows the Iphone contacts. Thanks.

333

1 day ago

jayrichNewcomer

asked in eSignature

bug : DocuSign University popup cards incorrect ?

I think the first and last index popups are reversed here Lesson 3 of 9 Docusign Integrations

192

1 day ago

Omkar_NaikNewcomer

asked in eSignature

Do i need docusign license for signing document?

Do i need docusign license for signing document?i know License is needed to send documents out for signature.

101

1 day ago

Jetson324Newcomer

asked in CLM

Can't download completed documents.

Getting this message in a white window:{"errorCode":"RECIPIENT_AUTHENTICATION_REQUIRED","message":"Recipient has not passed authentication steps."}

7029

1 day ago

Jeremie LCNewcomer

asked in eSignature

Is it possible to sign a document at a given time, then edit a secition of the signed document and submit it for final apprval?

Hi all, We are using a particular document in which there is an initial section that should be filled and signed by a set of individuals. Following the completion of the work described in this first section, the document must be updated with results and this final document is submitted for closure/final approval. The document template is currently a Word document. When we submit the document to Docusign for the first set of signatures, it will generate the PDF with signatures. Is there a way to have this PDF editatble for the second section (where some results are recorded) and the submitted again for the second set if signatures? Thank you!

162

1 day ago

borkodNewcomer

asked in eSignature

Access expired link for a document I did not sign

Last year, I was sent a link to sign a document. I did not sign the document. The link has since expired.Is there a way to access the original document that I was sent to sign?I’ve tried a few methods already:Link Using the security access code I created a DocuSign account with the same email that I received the link to, but I still don’t see any documents in my inbox / account I’ve also tried opening a support case, but I believe that is for paying customers. I received a log-in error trying to access the support portal.I am wondering if there is a way to access the original document I was sent to sign even though I never did sign it?Any help would be appreciated.Thank you in advance.

623

1 day ago

TaoNewcomer

asked in General

I can not find my signed document

I can not find my signed document in the docusign mailbox. I have two signed document, one I can still access throught security code, another one I totally lost, how can I get the document ?

133

1 day ago

KomPNewcomer

asked in Salesforce

Salesforce Integration Price

I see “Docusign eSignature for Salesforce” listed on salesforce appexchange for 30 USD/User/Month If I already use both Docusign and Salesforce, do I have to pay this 30 USD/User/Month additional to what I already paid?

252

1 day ago

BMeuretNewcomer

asked in eSignature

Invalid Phone Number error - NO Phone number field included

I have prepared a document to send with 11 different signers. I am NOT sending any SMS (started to do this but didn’t realize there was a limit to how many could be sent this way). I went back and deleted each that had a phone number and re-entered their information with e-mails alone. When I try to SEND I keep getting the following error message:Phone Number is invalid. Country ID is missing. Recipient ID 21515681Can someone please tell me how to clear this error message?Thank You so much for your time and help

352

1 day ago

thoveyNewcomer

asked in eSignature

Updated Email Address

Hi. I recently asked my CFO and Treasurer to update their DocuSign email address to our company’s new email extension. They now have no access to their signed documents. If they kept the same account and only updated email address in profile, why aren’t they able to see their signed documents? Is there a way for them to gain access to them? Any guidance would be greatly appreciated.Thanks,Tammy

252

1 day ago

Desert DocsNewcomer

asked in eSignature

Documents that are not saved

I am noticing that some previous completed documents are saved in DocuSign and others are not. Can someone help me with what causes that and how I can ensure the documents will be saved in Docusign?Thanks so much🙂

114

1 day ago

Jordan.BanksNewcomer

asked in Microsoft

Completed Document not found in SharePoint

I’m receiving an error trying to store document using the archive to SP library rule. {"entries":[],"errors":[{"reason":"UNKNOWN_SYSTEM_ERROR","errorBody":{},"name":"ArchiveSystemError"}]}I’m try to store a PDF.The connection account has full permissions to the library.

132

1 day ago

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