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

1 month ago

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Gareth_JonesNewcomer

asked in eSignature

HMLR Compliance

I’m new to DocuSign so bear with me.To follow HMLR rules I will send a document to a customer to sign and have witnessed. However the completion date will need be left blank until sometime later. What is the best way to achieve this to ensure the conveyancer adds the date? Is it simply to add the conveyancer as the final recipient of the document?ThanksGareth

102

6 days ago

VinoNewcomer

asked in Docusign Admin

Move from One domain to another domain because of Company change

Hi TeamOur company was recently established as a spin-off from another organization. All of our DocuSign user email addresses currently use the @OldCompany.com domain, and we need to update them to @newcompany.com.We have not yet created an Organization or claimed the @OldCompany domain. Is it possible to use the Bulk User Edit option to update the email addresses? Additionally, we need to ensure that all documents sent from @OldCompany.com remain accessible under @newcompany.com.Could someone provide guidance on the steps we should take to achieve this?ThanksVino

6 days ago

seanburkardObserver

asked in Microsoft

Power Automate: Get template info from a completed document

Is there a way to retrieve the template id or any template info when dealing with a completed document in Power Automate? I am looking to retrieve this info to then filter the documents into specific folders when uploading to SharePoint.

282

6 days ago

pillsnberriesNewcomer

asked in Salesforce

Populate custom field on Content File record when envelope documents are attached in Salesforce

Use Case:We send out “application” forms from our Contact record in Salesforce. The document attached to the envelope is a tagged template, to be completed by the recipient. With Connect we are populating the form fields back into the Contact record in Salesforce, and the completed document is attached to the record as a Content File. We have a custom field on Content File which is used to categorize attachments that is currently maintained manually after the document is attached. Question:Is it possible to populate the custom field on the Content File record that is created when the envelope documents are attached back into Salesforce? Where would we set up the custom field value as it would be different for each document we send out for completion.

122

6 days ago

SadryMokxaObserver

asked in DocGen for eSignature

Can't edit a template before sending to customer for Signing

Hi everyone,I’ve been using Docusign without pb for couple of years, without changing our way to using it : we have a few global templates saved, that we personnalize for each customer through fields filling before sending them (for ex, a general renting contract, with the rental period not filled in advance but with a field to fill in by us before sending to customer).But today, as I wanted to personnalize some fields of a contract for a customer, I can’t do it anymore : the option “review” that allowed us to fill in fields before sending isn’t available anymore, I can only SEND or SEND LATER.Advanced options and advanced edit don’t allow any editing.Thank you for your help ! (image removed due to personal information on it)

6 days ago

NStephenNewcomer

asked in eSignature

Problem with one field in Bulk Send

I have uploaded my CSV file using the CSV template. I’ve left some fields empty because I don’t know what they are for. But one field - Requestor::First Name is not coming through and even though I accept the matching exception, I end up with an error message after I do. The names in the First Name column match the first names that are also included in the Name column...not sure what I am missing.

125

6 days ago

PKBNewcomer

asked in eSignature

Signing order only for a few recipients

I am sending a purchase agreement. I need to obtain signatures from the 2 sellers before the agreement is routed to several buyers. I don’t need the buyers to sign in any particular order. Can I label the sellers both with a “1” and then label all other signers as “2”?

122

6 days ago

Carmen BergerNewcomer

asked in eSignature

Who gave instructions

I have a document that has been signed via DocuSign, but I did not sent it. Can I check who sent it if I have the code?DocuSign Envelope ID: Removed due to personal information

6 days ago

mbc25Newcomer

asked in eSignature

Cannot upload JSON template

Hi there, I am in urgent need to upload a few JSON templates into a new DocuSign account.But the “Upload Json Template” feature i not there and I cannot see a chcekbox for “Enable template upload" under Sending Settings Any idea how I can resolve this quickly? Thanks,Michelle

102

6 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.

6 days ago

FendriNewcomer

asked in eSignature

How long the data still exist in DocuSign

Hi DocuSign Community,Need your advice. I have a customer who subscribe corporate plan before and didn’t renewal this year around June and now they can’t open the account.In the mean time, they realize that they haven’t completed download and they want to access the account again to see the history.My question, How long DocuSign keep the document and is that possible for them to renew the old account so that they can access all history? THank you.

123

6 days ago

DawnC0630Newcomer

asked in eSignature

Correcting multiple envelopes

Is there a way to select multiple envelopes to be corrected? I can only correct one at a tme and need to correct many more. Thanks.

6 days ago

Nicole SNewcomer

asked in eSignature

Downloading Original Copy in Word

Does Docusign have a feature to download an original copy of a contract into a word version?

6 days ago

SayedNew Voice

asked in eSignature

Need help

We send lots of grants for signature and sometimes one grant can go to 32 boroughs / 32 people who need to signdo you have any ideas of an easier way to send multiple documents (different documents) to different people for signature without having to upload them one by one on docusign?

6 days ago

JaneylaneyNewcomer

asked in eSignature

Expiring soon not showing

Hi, on my tab it is stating I have 2 envelopes expiring soon. However when I click on these the box is empty?

6 days ago

RondaTNewcomer

asked in Other

DocuSign in Meridian Link not connecting. Login Unsuccessful error

DocuSign in Meridian Link not connecting. Login Unsuccessful error. Who can I speak with to verify my Account information is correct?

6 days ago

ds1Newcomer

asked in eSignature

horrible customer service

no way to contact you, no way to ask for help, no way to submit a ticket, your company is a joke

6 days ago

mvlasenkoNewcomer

asked in Docusign Admin

How to disable PDF attachment document copy for completed email

HelloI need to find a way how to not add pdf copy of signed document into “complete” email attachment. And make it not global setting. I know there is a possibility to disable: Admin ->Signing and Sending -> Envelope Delivery -> Attach documents to completion email, but it effects the whole account. I found something about “Allow account users to decide if they should send a link or attach a PDF” and then configure “Permission profile” → Deliver self-signed email notifications by “Link”. But it didn’t help.Does someone know how to disable attachments for specific user, group etc and do not affect the whole account?Thanks

211

6 days ago

it_tn20Newcomer

asked in Microsoft

Sharepoint Error : Not Found

Hello ,I had a rule setup in docusign to send all signed documents from a specific user to sharepoing folder, its returning error from last couple of days with error code :not found .I re-mapped the sharepoing site/folder. Is there a way to re run the rule so failed documents can be submitted to the designated folder Thanks,

6 days ago

fw-developerNewcomer

asked in Maestro API

Issue Triggering Workflow with Maestro API: Unable to Retrieve TriggerURL and TriggerWorkflow Errors

We’re trying to trigger a workflow using the Maestro API in our app. We’re following the documentation on DocuSign website. We started with the documentation on How to trigger a Maestro workflow. Here, we:Are able to the authentication token Are able to construct your API headersThe problem starts with step 3 onwards. We couldn’t retrieve the triggerURL using the server code, however we can get the workflow definitions using the getWorkflowDefinitions API reference. Then we tried to trigger the workflow using the triggerWorkflow API reference, and we ran into errors. We used the following payload: { "instanceName": "New Docusign Instance", "payload": { "abcEmail": "abc@example.com", "abcName": "ABC", "xyzEmail": "xyz@example.com", "xyzName": "XYZ", "xyzCode": "IN11" }} Please let me know of any extra details you require

6 days ago

YantingNewcomer

asked in Docusign Connect

Only upload option available is Use a Template.

One of my users can't upload any documents sending an envelope. Only option available is Use a Template. The user applied these steps: Logged into DocuSign Click on "Drop documents to get started or click the 'Start' button." Click "Send an envelope" On the Add document section click "Upload" The only option that appears in the dropdown is "Use a template" Typically, we would have the following options:Browse Use a template Box Dropbox Google Drive OneDriveWhat is the reason that the user is unable to see the other options?

6 days ago

Kathleen.HNewcomer

asked in eSignature API

Checkbox Tab Group

I’m attempting to make one of two checkboxes required. This is my json: "checkboxTabs": [ { "anchorIgnoreIfNotPresent": "true", "anchorString": "InsurerRequired_CKYes", "anchorUnits": "pixels", "anchorXOffset": "0", "anchorYOffset": "0", "tabId": "InsurerRequired_CKYes", "tabLabel": "Insurer Required", "tabGroupLabels": [ "checkboxgroup1" ] }, { "anchorIgnoreIfNotPresent": "true", "anchorString": "InsurerRequired_CKNo", "anchorUnits": "pixels", "anchorXOffset": "0", "anchorYOffset": "0", "tabId": "InsurerRequired_CKNo", "tabLabel": "Insurer Not Required", "tabGroupLabels": [ "checkboxgroup1" ] } ], "tabGroups": [ { "groupLabel": "checkboxgroup1", "minimumRequired": "1", "maximumAllowed": "1", "tabType": "tabgroup" } ] The behavior is not changing with the tabGroups definition. Both checkboxes are still optional, and both checkboxes can be s

3073

6 days ago

KajiNewcomer

asked in Japan User Group

SAML による　SSO

SAML による SSOを実現したいのですがオプションとして「Access Management with SSO」を契約すれば可能でしょうか。それとも「Organization Management」の契約も必要でしょうか。前提条件：アカウントのドメインは一つです。　　　　　組織管理は不要です。よろしくお願いします。

312

6 days ago

Roshan DevNewcomer

asked in eSignature API

User can edit and sign the document

i send document to user via api. user can edit the checkbox before the signature, Here added signhere details in tab. pls share any suggestion for edit the checkbox or how to enable particular page for Edit. Regards,Roshan

203

6 days ago

mhnamadrNewcomer

asked in eSignature API

MaxLength Limit for Email Address

We are using the docusign API to create an envelope. Our system uses a 254 character maximum for email length (per the limit specifeid by the IETF). We are receving ther following exception from the CreateEnvelope function of the docusign API: “Cannot set column ‘Email’. The value violates the MaxLength limit of this column.” Is there anyway to increase the MaxLength limit for email address?

161

7 days ago

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