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mhcab17Newcomer

asked in Docusign Admin

Enterprise Pro Billing

Hello, For the Enterprise Pro Plan, how does the billing work? If the user base declines (Fewer signatures etc.) does that translate to a cost savings?

1 month ago

JuliewNewcomer

asked in eSignature

Which version of docusign should I get for RON signings.

Which Version of Docusign do I need for RON signings? I also need the verify option too for ID’s.

1 month ago

chandrakalaObserver

asked in Docusign Admin

User lacks sufficient permissions to access this resouce

when requesting signature from quote - i get the below error“An error occured while sending the document for signature. DocuSign returned the message. This user lacks sufficient permissions to access this resource”.

1 month ago

NatNat76Newcomer

asked in eSignature

Text and checkboxes not working?

I am adding text and checkboxes to a rather large application form and now it has suddenly stopped letting me add anything to the form! I have saved and logged out etc but when I go to start again with entering text and checkboxes it now deletes anything I try to add? Any ideas anyone?

1 month ago

SelvalakshmiNewcomer

asked in eSignature API

Can DocuSign APIs Send Documents Offline?

I'm currently exploring the capabilities of DocuSign for a project, and I was wondering if it's possible to use DocuSign APIs to send documents in an offline mode without an active internet connection.If this is possible, could someone please explain how it can be achieved?

1 month ago

steve51523Newcomer

asked in General

Test Bulk Import

is there a way to test bulk import without it counting towards my envelopes? Every test ive sent to myself but it is counting towards my monthly total

1 month ago

bhavinNew Voice

asked in eSignature

Power form URL is not working specific region

suddenly it was not working UK country and it is working for other country ex. India so what is issue ? and facing this error : “System Error: Your DocuSign request cannot be processed at this time.”

1 month ago

lakshmiNew Voice

asked in Docusign Admin

Envelope transfer -transfer now or csv

One of our employee is moving from one department to another and got 100 envelope. I need to know to few questions:which is the best option transfer now or csv transfer only completed envelope can be transferred? what about incomplete envelope?

1 month ago

kelly.hiznayNewcomer

asked in eSignature

Can I see documents that have been sent to me for signature, that I have not signed yet, in my DocuSign account?

I am trying to set my account up so that I can sign into my account and just see all of the documents that have been sent to me from outside senders for signature. The goal is to eliminate the need to go to each document directly from the email notification that I have received a document for signature. Is there a way to do this?Basically, I don’t want to receive emails from DocuSign, I just want to log in and see everything I need to sign and sign them. Thanks!

1 month ago

LerbergNewcomer

asked in eSignature

Cancel monthly plan

Wow - not the easiest but a simple question.I don’t use or need DocuSign but maybe 2 months a year. As a NAR member can I upgrade from free to the NAR Realtor for maybe 2 months on the monthly plan and then cancel that plan and automatic billing?

1 month ago

shahirafifNewcomer

asked in eSignature

Elastic Template versioning and Maintenance best practices

We are currently exploring elastic templates and want to better understand versioning as well as how to maintain the different templates incl. versioning. For eSignature, we are creating for every major version a new template. The templates are created on sandbox and after successful testing uploaded to production. When I was downloading and uploading elastic templates, I realized that the uploaded template always starts with version 1.0 and no version history is available. We are now wondering, how we should best work with elastic templates, because we wanted to use the versioning functionality from DocuSign for elastic templates, but continue download and upload of templates to reduce double work as well as ensuring no human errors in case we would need to perform changes on production directly instead of “transporting” tested templates.Are there any best practices recommended by DocuSign?

1 month ago

Adrienne774Newcomer

asked in eSignature

Emails not being received

My documents are not being received by the signer I have done several tests on my own emails, and they are not being received. Its shows they were sent in the history. How do you get help from customer service with this issue or can anyone help with this issue. Thank you.

1 month ago

AdeleBNewcomer

asked in eSignature

Two fields, signer only has to complete one

I have a document where the signer has to complete one of two sections, so I can’t make these fields mandatory because they only need to complete one, and only they will know which one needs to be compelted. These fields are currently set as Optional, but that means the Signer can skip right past them, how to I get the to complete one of the two options?

1 month ago

Ashand23Newcomer

asked in eSignature

How do find the "Attachment" field for me to do add to a template so that a client and add a attach a picture to my contracts and e signatures?

I upgrade to the Pro options so that I can access to the attachment field and now I can find it all when I am creating envelopes to send out for e signatures.

1 month ago

DaovoNewcomer

asked in eSignature

DocuSign result

Hi, About few months, i could not receive Document after the Clients/customers finished E-sign !Before i received it automatic right after they signed in. Now i have to open DocuSign Web to view it and loading it …..Please fix it for me, i want automatic receive the result after they signed in.Thank you Dao Vo

1 month ago

CoolMustacheGuyNewcomer

asked in eSignature

Default Text Font and Size

Is there a way to set the default text to a specific font and size? The default settings - Lucida Console, size 9 - are awful.

1 month ago

GRileyNewcomer

asked in CLM

Error Message on New forms

I can’t save one of the new documents that was just approved. I keep getting:Could not convert string to decimal: true. Path 'room.additionalInformation.sellerConcession'. Reopening Form Fill Session. Any Ideas?

1 month ago

pa8KDNewcomer

asked in eSignature API

Trouble Setting Field Values in ServiceNow Spoke

Hey all, I am running into some issues with the ServiceNow Spoke. I have connected the DocuSign spoke and can pull templates. I am trying to fill a few fields on the Document via data collected in a Catalog Item.My current Flow is:Look Up Templates on Account Create Draft Envelope from Template Set Field Values Add Recipient to Envelope Send EnvelopeThe issues that I am seeing are in step 3 where I try to set the field values. I keep getting an error that the Recipient ID is “Provided recipient ID is invalid or does not exist.” as well as “Provided field category does not exist.”I am confused how I keep erroring on these. I added a user and used the User ID as the Recipient ID, then tried an email - but still no success. How do I find the Recipient ID? Do I need to Create a new user each time?How do I find the “category” for the field?Thanks in advance!

1 month ago

lfrancoNewcomer

asked in eSignature

Fully Executed Copy of Document

Do recipients automatically get copy of fully executed document? If so, how can I stop this?

1 month ago

ajones81Newcomer

asked in eSignature

Adding Information

Hello, I created a envelope and had all signers sign in appropriate spots but did not add the date. How do I go back to the document to add the date?

1 month ago

Nguyet MinhNewcomer

asked in Docusign Admin

Change the email linked with DocuSign account

Currently, I’m using Personal Plan account. I’m wondering whether I can link the account with another email?Additionally, how many users can I add or grant permission to?

1 month ago

chacemcleesNewcomer

asked in eSignature

Recipients Can't See Important Information

Hey all. I’m new to Docusign and can’t seem to figure this out.I have a template for a simple agreement document. There are blank fields that I will be manually putting new information in (recipient name, package details and price, start date, billing date, etc.).Ideally, I will manually put in all the information, and the client will simply have to click to sign when they review the document.However, I can’t get the information to be visible in both recipient previews (mine and the client’s).I’m using text fields, typing the information in, and setting the fields to “read only.” Still, the client preview is blank.I’m sure this is simple and that I’m just missing something; surely there’s a way for the client to see the information they’re agreeing to.Any help is greatly appreciated! Thanks!

1 month ago

Nancy WNewcomer

asked in eSignature

How to access a document

I received an email that an author I know sent me a document to sign on Docusign. So I created an account. But I still couldn’t find a way to access the document. Today I can’t even log in using the account info I just created yesterday. The site said they were sending me a verification via email. Never received that. I asked to resend the code. Still not received. I hope this document isn’t too important because it looks like I’m never going to see it.

1 month ago

Aterrell1944Newcomer

asked in eSignature

System Error:Warning System Error: Your DocuSign request cannot be processed at this time.

I am trying to sign a job offer and when I click on Review documents I keep getting the error :Warning System Error: Your DocuSign request cannot be processed at this time.Click the 'Back' button to return to your DocuSign session. If you continue to receivethis error, please visit our Support Center.Error Time: 7/26/2024 4:48:14 PM (32928959-bb08-48dc-a3c9-8e84779df33a) I cannot find any information in regards to this.

1 month ago

MartynNewcomer

asked in eSignature

Done something stupid

I have signed up to a devloper account using the same email as I use to login to docusign How can I undo this ?

1 month ago

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