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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

14 days ago

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blueberryhutchNewcomer

asked in eSignature

make changes to a partially signed document without triggering re-signing

HelloI have a partially signed document.2 out of 4 have signed I would like to make changes in the doc, in the means that the 2 remaining ones need to also sign at an additional place where the 2 that already have signed added there an extra signature. If I go into editing, correction mode, I could do that but Im afraid if such changes would trigger that the 2 that already have signed, will receive the document again to repeat and sign again?Can someone confirm if I do not make changes applied to the 2 users that have already signed, that the other changes wont trigger them to sign again. Many thanks

383

8 days ago

G and D 555Newcomer

asked in eSignature

Date embedded in document to sign

I’ve been sent a contract to sign. When I open the document, it comes up with a date embedded on the signature panel. However, if I select “Print and Sign” - the downloaded PDF copy does not display the same embedded date.There is no facility for me to alter the date that is showing. (and it’s incorrect). Is the issue at my end - something in docusign I can adjust ? Or at the sender’s end ?

122

8 days ago

nomadkNewcomer

asked in eSignature

How to fix faulty security questions?

I’ve been sent documents to sign and twice failed the security questions (and therefore cannot sign) because they are not accurate. Is there a way to fix this? I’ve notified the sender of the documents but this is super frustrating. Is this a credit history issue? Where do they get their data? Examples:1.Asking me what other names I have ever gone by. None of the options were accurate. One was a misspelling of my legal first name and I’m guessing that’s what it wanted me to pick.2 Asking my college major. My major was not listed. However, “Humanities” was and I’m guessing that was what the system wanted me to pick.

272

8 days ago

sokinlegalNewcomer

asked in eSignature

Fetch Complete Docusign Document after signing in Production account

While fetching complete document after sign completion of document through docusign , I am not getting correct form of document, it’s content type is HTML, as well it was working fine in sandbox account, when i fetch document using Api, it appears to be in PDF format, now this is creating issue in production account.Error says: You need to enable JavaScript to run this app. and environment :”NAPROD” in html

151

8 days ago

CyrineNewcomer

asked in eSignature API

Issue During Go Live - OAuth Consent Error

Hello,I’m encountering an issue when transitioning the DocuSign integration to my client’s production account. Instead of displaying the expected OAuth consent pop-up, I receive an error stating that the page cannot be found. Below are the details of the error:Error: "This page account.docusign.com cannot be found..."Associated URL: https://account.docusign.com/oauth/auth?client_id=9f87e104-a483-405b-ab66-d0bcad57bf62&scope=signature%20admin_consent%20manage_app_keys%20connect_hmac_api%20user_read%20account_read%20user_write%20cors_manage%20manage_system_signing_groups%20account_write%20admin_communication_read%20admin_communication_write%20organization_write%20organization_read%20account_product_read%20group_management_read%20group_management_write%20me_profile%20search_read%20search_write%20organization_data_feed_config_read%20organization_data_feed_config_write%20organization_monitor_config_read%20organization_monitor_config_write%20organization_monitor_events_read%20notary_read

323

8 days ago

LindaHZ1Newcomer

asked in Web Forms API

Attaching Signed Webform PDF to Case via API Integration

Hello DocuSign Support Team,We are using the DocuSign Webforms API and need assistance with the following steps after a user completes and signs the webform:Once the form is signed, we want the signed PDF document to be automatically sent back to our system. The signed PDF should then be attached to a specific case in our system for record-keeping and further processing.Could you please provide guidance on how to configure this process using the Webforms API, specifically on how to retrieve the signed PDF and attach it to a case?

242

9 days ago

PinkdotNewcomer

asked in eSignature

Need to contact support, I cannot submit a ticket to submit my issue to support

I need help. I am stuck in a loop with he chat about about getting to a support expert as it keeps telling me to sign in and submit a support ticket, but when I do sign in and got to my tickets I can see I had a ticket a year ago, but nowhere to click to submit new ticket. then I tried saying I couldn't log in and it says go to get support and fill out the support form that anyone can submit, and thats nowhere to be see.so for the love of patience, can any please help me get in touch with support directly?

305

10 days ago

Aliwest14Newcomer

asked in Docusign Admin

User can't login-email seems to be blacklisted.

Hello, I have added my colleague to our docusign account and he has never been able to log in, never with “forget password” or using a verification code. It’s as if his email is somehow blacklisted. We can’t figure it out but need to solve it and I can’t get in touch with a real human to help support us. We have a paid subscription.

235

10 days ago

ptyoungNewcomer

asked in eSignature

Multiple comments fields within a template

I have created a template with multiple comment fields. When I upload multiple documents to the template, the comments are not saving distinctly. If I make a comment on document 1 comment field one it will save but when I make a comment in document 2 comment field one the initial comment is then overwritten with the new comment. Is there a way to make each comment field distinct from another?

132

11 days ago

J PlantNewcomer

asked in eSignature

Document formatting issue when using Dynamic Templates/Template Builder, messing up tabulations.

Hi, New to the forum, have an issue using the Template Builder. I’m wanting to add customer sender fields to a contract document, company name, address etc and can add these easily enough. The document however is text heavy and has paragraphs, bullets and tabulations. When very first loaded in, it looks fine. As soon as I start in the Template Builder, I loose that formatting and things become joined and/or our of line. I see mention of flattening/PDF’ng however unsure how that solves the problem when I’m wanting to add the customer fields as the Template Builder doesn’t support PDF format. Perhaps I can approach it differently or am missing another method? Thanks

111

11 days ago

Kelly.AmottNewcomer

asked in eSignature

Importing from Excel into DocuSign

I received a request\question from a user - “We are working on a project where we spend weeks and weeks copying information from Excel to DocuSign. We were hoping there is a better way”.I have a meeting with them to discuss the particulars but want to get ahead of the question.Is there a better way?

385

11 days ago

mkuceraNewcomer

asked in eSignature

present document based on contion

Hi, would it be possible to display a another document to the signer when they select yes for specific question? So the document will not be displayed by default but only when selected. I know how to create conditional field but I do not know how to attach the document to it from the envelope. Thank you in advance!

131

11 days ago

esolutionsNewcomer

asked in eSignature

Not able to access signed document

Hi, Last May, I have received a document to my email and signed the same. However today, when I try to login with that email docusign said I don’t have any account with that email address. So I created a free account with that emai and logged in. But I could not see any documents in that login. How to get my signed document?

467

11 days ago

Hengfeng GeRising Star

asked in General

update Docusign data residency. url in https://www.docusign.com/trust/privacy/data-mgmt-privacy

please update the link of DocuSign data residency:https://www.docusign.com/trust/privacy/data-mgmt-privacy FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.📊 DocuSign Community Leaderboard Top 5 contributor.🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

335

11 days ago

BobJonesNewcomer

asked in CLM

Prefill eForm using "Full Page Fill Form" step in CLM

I’m presenting an eForm using the Docusign Full Page Fill Form step. But I’d like one the fields to be filled in with dynamic information (Ie. Workflow variable) from the workflow before presented to the user to complete. Does anyone know what step or process I can use to accomplish this? The Full Page Fill Form provides the ability to choose an eForm but I don’t know how to get the workflow variable data into one of the eForm fields. Thanks.

132

11 days ago

NoelleWNewcomer

asked in eSignature API

DocuSign access code prompt & signer fields don't appear when signer is added during the createSenderView step

Hi, all! I’m recently encountering an issue where the access code prompt isn’t appearing for signers that I add during the “CreateSenderView” step of my workflow. Workflow: Person A creates an envelope through an external DocuSign integration and adds Signer A as a recipient of said envelope. Person A proceeds to the sender’s view on the DocuSign site. (This is done using envelopesAPI()->createSenderView()) Person A adds a new signer, Signer B. Signer B is assigned an access code. Person A returns to the external DocuSign integration and creates a recipient view for Signer A to sign. (This is done using envelopesAPI()->createRecipientView()). Signer A is prompted to enter their access code, enters, and completes signing. Person A creates another recipient view for Signer B once Signer A has finished. Signer B is not prompted for an access code and doesn’t see the fields added for them to sign.Note: Person A is authenticated in this integration using OAuth and has a different em

355

11 days ago

Binh TranNewcomer

asked in eSignature

Docusign keeps taking user back to login page after attempting to login

A user attempted to login from the Docusign login page. The user entered his email which takes the user to the next screen and then clicked on ‘Use Company Login’. Afterward, it just takes the user back to the Docusign login page. Any idea what is causing this?

1163

11 days ago

JarbitNewcomer

asked in eSignature

customizing a signing order

I’m wondering if anyone has successfully solved for the follow sequence via a signing order. This is for job offer letters.Recruiter set as viewer sends to recruiter recruiter views may ask for edits for sender (coordinator) Candidate set as signer should not send to candidate until coordinator makes any edits requested by recruiter. would be ok to send automatically if no edits requested, but this is a nice to have. Currently, our recruiting coordinators are doing this as a two step process. They send the doc to the recruiter set as a viewer. The recruiter replies all good or needs edits. Coordinator makes any requested edits then sends to the candidate set as the signer. Thanks in advance for the help.

183

11 days ago

kellgleaNewcomer

asked in Docusign Admin

modifying document I have already sent out for signatures

Hello, As the sender of a Docusign for signature, is there a way to edit an error or typo in the document prior to the recipients signing the document without having to re-drag all of the signature/initial fields again?

191

11 days ago

FasihNewcomer

asked in Go-live

Developer Go live is not Approving from last 7 Days

Hi Successfully Complete 20 Attempts for Developer API testing, So when i click into Go Live then Status said , that can take upto 48 hours , but i am still waiting from last 7 Days for Approval, Docusign is not Approving it .. Please help me to Approve it … i am very disappointed from Docusign Support , Very Very Confusing …

10110

11 days ago

afzalmozanp5Newcomer

asked in Docusign Developers

Docusign c# SDK envelope api integration issue

Hi Dev Folks,i have posted my problem here, can any one help me to solve that issueThanks.

272

12 days ago

j.calvoNewcomer

asked in eSignature

Dynamic position of signatures in template

Hello, We work with a document, some minutes of sorts, that can be of varying lengths, but the 2 signature pages at the end are always the same. is there some way to bind the signatures to these 2 last pages in a template? Currently with the Template we have built me need to manually move the signature fields to the appropriate pages each time.

152

12 days ago

JoshJNewcomer

asked in eSignature

Print Driver and Envelope Types

We started using Custom Envelope Types in our organization and today I found out that when using the print driver, the option is not available, but is if I create an envelope using the web app. Is there a setting for the print driver to enable Envelope Types? Thank you in advance!

12 days ago

nathanmummertNewcomer

asked in eSignature

i added a user to my account and made them an admin, but every time they login, it's sending me a code to my email to verify rather than his. Can you help?

184

12 days ago

lchickeryNewcomer

asked in Salesforce

Salesforce CPQ / Docusign

Hi Everyone - Long time lurker - first time poster. We have OLDer, retired packages that seemed to have bit the dust this week - We have docusign for esignature and docusign for Salesforce CPQ (Retired) - We have about 80 CPQ quote templates and recently, users are getting an infinite screen load when clicking on “Send with Docusign” from the quote.As a workaround, I’ve removed the “Review before sending” from all quote templates (but i hate this for user experience) - but it works. No one wants to help because packages are retired so I get it - but my question is - for everyone using CPQ and Docusign and had to migrate to DAL (which we do have but we only use for SF billing w/ Doc Gen) - is it possible to build the same button/user experience? Can I use the quote templates I’ve already built? Anyone with any guidance?

271

12 days ago

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