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

1 month ago

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HoltinatorNewcomer

asked in eSignature

Document field question

If a user enters their badge number in a field, can we set it up to autofill their name, email, dept number, supervisor, etc.?

503

3 days ago

ShararehNewcomer

asked in eSignature

Different questions about the DocuSign application

Hello,We, as a German company, would like to apply DocuSign to sign our company contracts digitally. Regarding the DocuSign application, we have the following questions and would appreciate your support:In order to sign a document with the advanced form of DocuSign, what can be used as a factor for two-step authentication? Is it possible to sign a single document with all three forms of DocuSign? How can we provide effective support in supplier qualification, e.g., with documents? How can we utilize DocuSign for the creation of an overview of outstanding signatures with external partners? Does DocuSign facilitate the signature of the PSMF by multiple persons? Does DocuSign facilitate the signature of the RMP (signature) by one person? How does DocuSign ensure that the servers on which data generated from the digital signature process is stored, and on which documents set for the purpose of digital signatures are stored, are located in Germany?Thank you for your assistance!

MaryLou08Newcomer

Hi there! How can I unsubscribe? I'm told that I have to go through "utente" but I can't access it. Every time, I have to give my email + password and I go around in circles... Please help me to resolve!

3 days ago

cvprattNewcomer

asked in eSignature

editing

I send lease contracts out to people all the time and I need to edit the contract to reflect the correct name, lease start date and rent amounts. How can I edit the document for each person?

152

3 days ago

StaceyUhranNewcomer

asked in Other

DocuSign Completed attachments integration with Applied Epic

I noticed that when we send a document from our BMS, Applied Epic, after all signatures are completed, the signed documents automatically attach to the client file but the certificate of completion pdf does NOT attach. We require to retain a copy of that certificate with our signed documents on file and now have to manually download it from DocuSign’s portal. I could not find a setting to address this. Can you please advise if this is possible and if so, how do I fix my settings to allow this to happen automatically? Thanks, Stacey

142

3 days ago

WRplmNewcomer

asked in eSignature

Error - not able to esign docs we send out

I have used Docusign for several years and had no problems. Most docs I send out require me to also esign. But this week - I am not able to esign - after clicking SIGN NOW. It appears to start but then the screen either goes blank or today I receive “An Error has Occurred” message.Any idea what is causing the problem?I cannot seem to locate a Support #.ThanksWR

112

3 days ago

KDumasNewcomer

asked in Healthcare Industry Group

Bulk Send Option

I have saved a template but i do not have the bulk send option to choose. do i need to upgrade my account - why isnt is showing up on my end?

3 days ago

Home Guru KCNewcomer

asked in DocGen

Document bugs

I created a document from a template, filled it out, shared it, only to find that it was shared half-filled out.I tried to correct it, but when hitting “next” after add recipients, it loads a blank screen under “Add Field Data.”When I click “review”, it just says, “something went wrong. Please try again.”I tried clicking on support and it asks me to log in. When I do, it just says, “unable to log in.” Contact support. Ironic.I can log into my account just fine and open documents. I tried clearing cache and cookies. I am using Chrome with no site-interfering extensions.

202

3 days ago

R_Allen PaperstacNewcomer

asked in eSignature

Bulk Fields for Company and Title not populating on a bulk send

Hello,I am trying to send out the same document to multiple people for individual signatures. I need to populate the signers name, company name, title within the company, the date signed and obviously the signature. When I set up a template and add those fields and click download the “sample csv” if provides me the desired field columns. The problem happens when I upload the csv with the data filled out, the only item that populates is the name of the signer. The company text box and the title text box are empty and require the signer to fill it out. How can I have the data provided in the csv pre-populate the company and title fileds?

955

3 days ago

vishnuNewcomer

asked in eSignature API

how to disable envelope id stamping in document

How do you disable envelope ID stamping in the document? I have set Envelope id stamping to false, yet it is still not disabled.

555

3 days ago

ScrippsNewcomer

asked in eSignature

how to open view Docusign past years

I want to open Viewdocusign which I signed in 2021

3 days ago

meyercdllNewcomer

asked in eSignature

Want to run a report on PowerForm usage within an account

I want to run a report on PowerForm usage. It would ideally list every PowerForm in the account, the last time it was used, the sender of the PowerForm, and the template used in the PowerForm. Is this possible either by standard reporting or by API, if so, how?

3 days ago

Kat0120

asked in eSignature

Research if there is a different approach besides using DocuSign Monitor (additional cost) for an Admin to receive a notification/ pull a report when a user(s) and recipient(s) have the same IP addresses.

Besides using DocuSign Monitor, as an Admin, would there be a way to pull a report or get notification once a user(s) and recipient(s) have the same IP addresses.

121

3 days ago

STOBG HRISNewcomer

asked in eSignature

User unable to see shared templates

We have a new team member who we have tried to share several different document templates with. However, the team member is unable to see any of the shared templates. What can we do to help this team member see the templates that they need to do their job?

3 days ago

ds1Newcomer

asked in eSignature

Does DocuSign even have a customer service team

You took my money but didn’t explain why or what it was for. I have submitted ticket after ticket and no repsonse. you customer service is non existent. What is the purpose of contacting you if you never respond or return messages no phone number no email just a form box that at certain times does not even let you submit a questions your company is horrible

101

3 days ago

VaasNewcomer

asked in eSignature

Is there a way to close en envelope due to NO action in a week but with the option of a recipient rejecting a document within that timeframe?

There are some recipients that don´t wish to interact with the envelope if they dont need to. This means that they will only reject on same cases but dont want to approve all the time. The closing of the envelope is important for other processes so I want to know if DocuSign can do that.

3 days ago

MMohammadNewcomer

asked in eSignature

False mail notifications and entries in history when signer has not clicked into envelope.

We are experiencing an issue whereby senders are receiving notifications that recipients have viewed an email, and it is including phantom entries into the envelope history of this action, when the action has not taken place. Is anyone else experiencing this?As it is documenting actions by a user which are not taking place we dont feel that the legality of the envelope history is valid (we have tested several times and when an envelope is received it is stating that the envelope has been viewed when the link has not been clicked on). Support have been no use at all, so hoping some others may have suggestions or at least acknowledge they may be experiencing the same.

626

3 days ago

Mark RuckerNewcomer

asked in Web Forms

Web Form Redirect Url

I want to create a Web Form that redirects after completing the form to a custom URL with a query string. So, I’d like to redirect to something like: https://example.com?id={a-unique-id-from-docusign}. I’m not a developer, and I don’t have access to the API. I also am not interested in embedding web forms on my site. I’m happy to redirect to DocuSign and then redirect back with the id. Is it possible to do what I’m asking through the customer web portal? The only similar answers I see are almost all under the developer tag and provide answers that require directly interacting with the DocuSign API.

163

3 days ago

ElivalNewcomer

asked in eSignature

First time user - can't sign my document

I’m a first-time user and I have no idea what to do. I applied for a university and its admissions office sent a document for me to sign using Docusign through my email, but after I click “Review Documents” I don’t know what to do from there. I clicked a link that was sent along with the email on “How to sign a document” and it said that I should click “Continue” on the top right corner beside “Other Actions”, but the problem is instead of “Continue” I can only see “Close” beside it. I thought making an account would help me see the “Continue” button, but it’s still the same despite that. What should I do? It’s been around 3 days since I got my email and I don’t want to miss my chance to get into this university.

221

3 days ago

Allan LNewcomer

asked in eSignature

DocuSign connector to SAP Business One

I am looking for proven connector of DocuSign to SAP Business One - Hana and MS SQL Server - V10.Can anyone help me here?

RshobakNewcomer

I have created a webform for a requestor to input some vendor information for approval; however, the requestor must attach a document to the beginning form for the next recipients to use for the next steps of approval. However, I am unable to put in an upload field into the Webform. How can I create a fix for the issue? To Review: Webform Requestor would input their information→ Same requestor will upload attachment→ Routed to recipient 2→ Routed to recipient 3.

536

3 days ago

B1r0Newcomer

asked in Docusign Admin

Can't contact support, can't fill the support form! Need to renew company's SSO certificate.

Is there a way to contact support for Europe?We are locked out of our corporate account because we let the SSO certificate expire.I am struggling to access the site to open a support call, and the form I am supposed to fill throws an error saying it doesn’t accept formatted strings !?!?!?

111

3 days ago

agarwal1024Newcomer

asked in eSignature

I need to setup a payment gateway (specifically Stripe) and I do not see where to find it.

I am trialing Business Pro. I am looking in the Integrations section and I do not see any “Payments” option?

121

3 days ago

Ciro3501Newcomer

asked in eSignature

error messge stopping me from signing

So lately, whenever I try to sign a document I get the there was an error communicating with the server messge and I am not abke to sign. Has anyone come across this same issue ? If so what's the solution ? I'm thinking I need to start paying monthly ?

11789

3 days ago

TOMABBNewcomer

asked in eSignature

DocuSign SharePoint connection PDF's not searchable in SharePoint

Hi all,I have setup a connection between my DocuSign account and company SharePoint. We use the SharePoint as a contract repository for team members to search and find contracts whenever required.We have always used the SharePoint search function to sift through contracts, identifying specific contracts by searching postcodes, customer names, etc.. This has always worked as intended as our contracts pulled through from Docusign OCR enabled, allowing SharePoint to pick up any text in the document.Since enabling document custom field on our templates (as we look to track key contract metadata), any custom field is no longer OCR enabled, meaning we can’t search for it in SharePoint. This makes locating contracts a much more strenuous, time-consuming task. I cannot work out why text fields that are document custom fields import into SharePoint as un-recognisable text. All the other text in the contract that is not a custom field is searchable, confirming that it is indeed a problem with th

433

3 days ago

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