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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

14 days ago

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NebNewcomer

asked in eSignature

How do I add a signature field using Word Template Assistant

HI,I’ve just started using Docusign and I’m setting up my first template using the Word template assistant.The context is I need to send the same template to many different recipients over time ie not bulk send.I can see I can define text, number, date & dropdown fields, but how do I define where a signature field is? Thanks

141

13 days ago

ServeshNew Voice

asked in CLM

Review parallelly and sign without additional step

Hi all,I’ve a use case where a user uploads a document which needs approval from an approval group and then a stamp from legal. Both of these steps need to happen in one go such that, a placeholder for stamp is applied before sending for approval parallelly, and when the approval happens, the stamping can continue. Currently, I’m able to do the parallel sending to approvers but require an additional step to place the stamp placeholder after the approval before sending to legal. This step needs to be eliminated.Hope the requirement is clear. Any help is greatly appreciated.

324

13 days ago

kingbakNewcomer

asked in Salesforce/Apex Toolkit

Apex Toolkit Send with Docusign View

We are using the apex toolkit in Salesforce to generate documents and then create an envelope. However, once the envelope has been created, we would like to allow the user to view the envelope and make adjustments before actually sending. Is there any way to provide the user with (or redirect the user to) the Send with Docusign view after creating an envelope with the apex toolkit? A screenshot of what I’m talking about is below.

211

13 days ago

mehul.shahNew Voice

asked in eSignature

Signing Resource File changes not reflecting

Hello, I want to hide the download & print button from the post signing experience screen. I have updated the signing resource XML file by marking DocuSign_SigningAllowDownload & DocuSign_SigningAllowPrint as false. (referred : DocuSign Signing Resource File Guide)As mentioned, these buttons won’t be hidden from recipients who hold an account within DocuSign but I’m able to see the Download & Print buttons on the popup window & don’t have an account within DocuSign.Any help appreciated.Regards & thanks,Mehul Shah

7514

13 days ago

TechniqueNewcomer

asked in eSignature API

Bad request - Docusign JS embeded - The form is signed but "sessionEnd" is not triggered

How to reproduce my bug : Generate a enveloppeView Sign the enveloppe The signing.on(‘sessionEnd’) isn’t triggered I was a valid docusign integration and it works on dev environnment

Rick Gr0ssNewcomer

How can I see email older than six months? i have a Docusign Account but it won’t let me go back any further than that?

654

13 days ago

sbarnhartNewcomer

asked in eSignature

Signers are not receiving the DocuSign email

I have been having a lot of clients state that they are not receiving the DocuSign email when I sent them an envelope to sign. The email is not in their Spam folder either. Anyone else had issues with this?

VickywNewcomer

Is it possible to set a default brand per user? We have 2 brands and it would be nice to set a default depending on the user not the company.

152

13 days ago

AllanBNewcomer

asked in eSignature

What is the Difference in User Status and Membership Status

In the bulk user export there is a column for UserStatus and MembershipStatus. In some accounts the MembershipStatus shows Closed but the UserStatus shows Active. What is the difference between the two?

222

13 days ago

User7531Newcomer

asked in eSignature

Cannot Get Tech Support

With no phone support, no chat support, and no ability to open a ticket through the website, how do you get support???I am logged into my account but the ability to open a support ticket does not exist. When I try, I am taken to the Manage Cases page showing old tickets, but no button exists to open a NEW ticket. Chat takes you to the same page. Phone tells you to use the website. Website doesn’t work.Any help or suggestions is appreciate!

307

13 days ago

aleehanNewcomer

asked in eSignature

Bulk Send CSV - Error "Name Required"

Hello! I uploaded a CSV template following Docusign’s v2 bulk import template to share a list of names, email addresses etc. I followed all instructions correctly, yet I keep getting an error on the Email column saying “name” is required (even though I did include Name). Any tips?!

286

13 days ago

AlisonNewcomer

asked in eSignature

Sender to view edits and signature tag in a sent envelope before it is signed

Hi, I made amends in a signed document and resent it for initialling request. Before it is signed I wanted to view the sent document what has been amended in a text box and the signing request in an initial box but could not see them, as if they do not exist. For example I corrected a word - putting a cross line first, then typed in a text box the correction, and right next to it I put an initial tab to indicate an acknowledgement request. But when I open the waiting-for-signing document, I can only see a cross line in the wrong word but not the corrected text box nor the signing request tab. This scars me out as it make me think the recipient will see the same thing and get confused. Is this normal? Did I amend the document in a wrong way?

132

13 days ago

aj7378Newcomer

asked in eSignature

Unable to get support, unable to access Branding event after I've paid for the correct plan

Seriously, I’ve never use a service where it is IMPOSSIBLE to get any support.I’ve paid for your Business plan which I was told will give me access to the Branding option but after I’ve upgraded that, the Branding option is still locked! I’ve tried to open a case but I get thisI’m already subcribe to your eSignature Business Pro and yet I cannot get any support nor can I get the Branding option available for me. Can someone please help as I urgently need to access that branding to send a document over.

262

13 days ago

allyqNewcomer

asked in General

Is this email address legit: legalprocess@docusign.com

We received an email from the above address and our inquiring if this is a legitimate email address, since it states that a grand jury subpoena has been requested. Hoping you can determine if it’s a scam or if we will need to respond to the email.Thank you.

655

13 days ago

Sara VNewcomer

asked in Docusign Admin

Custom fields not visible to admin (goal: to create hyperlink)

We want to insert a hyperlink into our document which forwards the reader to our general terms and conditions. I found the manual on Docusign on how to add a hyperlink by creating a custom fields. We were logged in as Admin, but our menu was different and ‘custom fields’ was not available. Is creating a custom field only available to certain accounts? And if it's not an option for us, does anyone know how to add a hyperlink via a text field? I did a few attempts, but without any luck. Thanks in advance!

274

13 days ago

ejohnson619Newcomer

asked in Microsoft

Has anyone been able to get SharePoint and DocuSign app to work?

We are new to SharePoint and would like to allow our users to drag and drop their documents from SharePoint into DocuSign.The current workaround is to download the document from SharePoint to the desktop and then we are able to drag and drop into DocuSign.We found the app for SharePoint to integrate DocuSign, and our Administrator gave it permission, but it is not available in SharePoint like the online help said it would. We are using MicroSoft 365.

295

13 days ago

AmyAguilarNewcomer

asked in Financial Services Industry Group

Conditional Logic

Good afternoon.I have an INTAKE document we use for employees to evaluate their counseling needs and determine whether they need to complete further assessments.So the initial screening tool uses a group of check boxes and yes/no questions to evaluate if further testing/assessment is need. If they score above a “1”, the page will display with all of the questions. If they score a “0”, it it to note “SKIP THIS PAGE” and no questions appear. I have built conditional logic so it will calculate a “1”(hidden as it would print white) for each yes answer. Then the formula uses conditional logic to either display the questions or the skip message. For some reason it is not working. All formulas have been verified but the logic is not working. Does anyone have any insight into why this might be happening? Is there such a thing as a conditional logic limit? Am I missing a setting in how I have my pages organized? HELP. I am stuck.

243

13 days ago

BernSATNewcomer

asked in eSignature

reviewed by someone else

A solar company is trying to send an offer for my approval. They are being notified that I have reviewed the documents but I am not seeing anything. No email or pending documents in my account. They can’t seem to figure it out and have tried sending it to me on different emails and the same thing happens. Any suggestions for me?

13 days ago

lvincentNew Voice

asked in eSignature

Customizing the Sender and Body of the Verification Code SMS in DocuSign

Hello,Is it possible to customize the sender and the body of the verification code SMS sent by DocuSign? I am currently using RecipientSMSAuthentication for a signer to send this SMS. Thank you in advance for your feedback !

102

13 days ago

WL4192Newcomer

asked in eSignature

Secretary to sign for Principal under Principal's name and direction

Is it possible for:a DocuSign envelope to be sent to a Principal (senior employee) for signing, but copied to their Secretary the Secretary to be able to sign the document on behalf of the Principal but under the Principal’s name (and using their signature)For completeness, this is different to delegating signing. I am looking for a process that replicates (in DocuSign) a situation where a Principal authorises their Secretary to apply their e-signature to a document for signing. Thanks.

112

13 days ago

agmillerNewcomer

asked in Docusign Admin

No Document Visibility Option

No matter what I do, the option to change Document Visibility does not show up in Sending Settings. I’m not sure if this setting is only available for certain plans, but I have the Standard. I’ve done this from the Admin tab on the home page as well as the advanced document settings.

222

13 days ago

MehmetMHYNewcomer

asked in Extension Apps

Sample Legal Documents For Testing

Hi everyone,I'm developing a DocuSign extension and need public legal documents to test it. I'm looking for real legal documents that are free and available for testing purposes, without using any private or confidential information. Any suggestions would be greatly appreciated. Thank you!

425

13 days ago

RSchauerNewcomer

asked in eSignature

Email Reminders for Signature Being Sent AFTER Signature Has Been Completed.

We are experiencing an ongoing issue, with multiple users, both internal and external of our company. The issue is signers are receiving requests to sign documents again, after they have already signed them. The issue began a couple of months ago and is rather sporadic, but we have had more than 10 different users report it at this point, many of which are power users who use DocuSign a LOT. We saw the other post below describing the issue as well, but we don’t believe users are clicking the link to trigger the new email. The users reporting the issue are some of our biggest DocuSign users like Legal, who sign hundreds of documents a year. We use Ariba for many of our DocuSign signatures, but the issue isn’t isolated to Ariba contracts. We also see the issue with manually created signature requests outside of Ariba. We tried some test Documents to see if we could recreate the issue, but they have all worked without duplicate emails. Is anyone out there able to confirm this behavior in

equaleyesNewcomer

Hello all,we bought pro plan today for 3 users. I am unable to contact support due to low level plan, to change my bill to include VAT. How can i get in touch with docusign ? regards

142

13 days ago

abubucker0Newcomer

asked in eSignature

Incorrect envelope usage count being displayed

Hello,I have a developer account, when i try to access the envelope usage details (via Admin → Plan and Billing → View Usage Details) it shown the envelope usage count as 0 which is incorrect.In the Reports section i can see the number of envelope correctly. Have tried checking eith Rest API endpoint (/restapi/v2.1/accounts/{accountId}/billing_charges) and there also the usage is coming as 0. Thanks,Abu Bucker

212

13 days ago

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