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Sending

Find answers to your eSignature sending questions.

  • 1,547 Topics
  • 4,346 Replies

1547 Topics

J
Newcomer
JHJFNewcomer
asked in Sending

Need summary of selections

We are sending 400+ contract documents to be completed and signed. One page of the document includes checkboxes and the recipient must choose the city where they want to meet. The checkboxes were added to the template as a group with the validation to select only one. Is there a way to obtain or download a list of all the checkbox selections? Or do we have to review each document and physically keep a tally?Thank you 

0
J
Newcomer
14 minutes ago
L
Newcomer
LisaRNewcomer
asked in Sending

Customised processing for bulk shipping

Hello everyone, we are trying to send a document via mass mailing (approx. 70 people), which is to be filled out and signed individually by each person. It is a power of attorney in which everyone adds their name, the name of the authorised person and the signature. We would therefore like to receive 70 completed documents back afterwards. Is this possible and if so, how? Thank you for your help.

2
C
Community Moderator
1 hour ago
G
Newcomer
GABRIELA LOAIZANewcomer
asked in Sending

PERMISION OF SIGNER

LIMITATION OF ACCESS TO ENVELOPE SIGNER 

2
C
Community Moderator
1 hour ago
A
Observer
ArudowObserver
asked in Sending

"User is not the owner of the lock. Envelope is locked by another user or in another application" message when trying to send an envelope. How can I fix this?

I am trying to send an envelope and received this message:How do I fix this except contacting the original sender? Thank you!

0
A
Observer
1 hour ago
P
Observer
PedaObserver
asked in Sending

Sending document for signature - unable to add email addres

I am trying to send my first document for signature.I am unable to fend the contact email address to be able to send. Please see attached picI have added the contact to my email contact list and it doesn’t appearWould you please advise how to do this.Many thanksCheers   

1
Alexandre.Augusto
Docusign Employee
1 hour ago
L
Newcomer
LukeNewcomer
asked in Sending

Can't find the identity verification in CUSTOMIZE when creating a envelope

Can't find the identity verification in CUSTOMIZE when creating a envelope, there is no the item in my page just can see Add access code & Add private message in the page.

1
Alexandre.Augusto
Docusign Employee
1 hour ago
S
Newcomer
svc-workdayNewcomer
asked in Sending

Create Custom Field with Rich Text Format Type

Hi everyone,I created one custom field on DocuSign, but it is just free text with no format. Can I create one custom field with Rich text format? Then when HR do e-sign they can format the words like line break, bold, center etc.Or at least, we need the ability to break line and input words in different lines.Regards,Jay

1
Alexandre.Augusto
Docusign Employee
2 hours ago
K
Newcomer
KerrilynneNewcomer
asked in Sending

Power Form

Kindly advise how to set up a power form so the email subject on the executed DocuSign has the signers name in it.  This will be going out without a signer assigned only a role ….  I want this to not say signer but the actual person’s name

2
K
Newcomer
2 hours ago
A
Newcomer
asafNewcomer
asked in Sending

gibberish on the phone

Hi there.I have this issue: me and my clients have gibberish instead of normal pdf when open via phone.What is the solution for this problem.Thanks beforehand

1
N
Community Moderator
3 hours ago
C
Newcomer
CealyNewcomer
asked in Sending

recipient to sign

Hi, I have made my envelope and need two documents signed. I try to add field select recipient then touch where I want the yellow signature box, I’m using an iPad so it won’t allow me to drag and drop, when I ask to send it comes up with the field manager box, so I do the above again. How do I make the yellow boxes stay on the signature areas when I send? 

0
C
Newcomer
6 hours ago
J
Newcomer
JCGGRC
asked in Sending

How to use the same template twice in one envelope

Hello, I created a template for a consent form and I need to use that form sometimes several time in the same envelope. There are fields that i have to put specified information like names and date of birth which I input as a first signer of the document. Here’s the problem, every time I do that, the information that I typed on the first consent form, it auto populates to the 2nd consent form, essentially giving me duplicate documents. How to I stop it from copy the information from the first form to the second form?Thanks

2
D
Frequent Contributor
17 hours ago
M
Newcomer
M.ThiesmeyerNewcomer
asked in Sending

Hiding recipient details from other recipients

Hello Community,I am trying to get some more understanding around recipient visibility in regards to recipient details. Our team is trying to send an envelope to potentially multiple recipients where we do not want recipients to be able to see the other recipients’ details (i.e. email address, recipient name, etc.). Is this something that is possible currently? If so, how do I accomplish this.To add clarification, we know of document visibility settings but this would not accomplish hiding the details of a specific recipient as document visibility settings relate to the documents specifically.

2
C
Community Moderator
17 hours ago
K
Newcomer
ksmayerNewcomer
asked in Sending

Embedding Video

need to embed video into documents either pdf or powerpoint

2
C
Community Moderator
17 hours ago
M
New Voice
Munish vedaNew Voice
asked in Sending

Can we configure like this

The scenario described by the business: the legal team is responsible for managing the e-contract signing processes via DocuSign, and in parallel provide the status of the signing progress to their internal stakeholder. The process of updating the stakeholders is done manually, and time consuming for the legal team, as a result, the legal team wants their internal stakeholders (with no access to DocuSign) to receive email notification each time there is a change in the e-signing process/status. By default, all notification are turned on, and it doesn't fulfil the business needs.Receives a copy - How can we utilize this to ensure at each stage of the transaction, the internal stakeholders will receive notification once each of the recipients actions on the envelope, consider a scenario we have 4 recipients to receive an envelope as shown below:Recipient 1 - Needs to Sign - Notification to be sent once document is SignedRecipient 2 - Needs to View - Notification to be sent once document

2
N
Community Moderator
20 hours ago
A
Newcomer
aamaralbackNewcomer
asked in Sending

This document is for demonstration purpose only.

I created a Powerform and is seems to be working but myself and the signers keep getting an email with Subject:   ***Test Document***Reminder: Please DocuSign: Dissertation Manuscript Signature PageEmail first line:  This document is for demonstration purpose only. Can anyone tell me how to fix this?

6
Alexandre.Augusto
Docusign Employee
20 hours ago
Y
Newcomer
yayiNewcomer
asked in Sending

Account cannot be used

It's very strange why our account has been suspended. We are currently unable to sign the contract. Please help investigate the reason. Thank you very much 

2
N
Community Moderator
20 hours ago
eradwan
Newcomer
eradwanNewcomer
asked in Sending

Formula Field

Hello, Trying to create formula field to validate age age 18 years or above and when I used the Datediff and created date of birth filed and today’s date but I keep getting the below error message, any recommendation on the correct steps?   

3
A
Community Moderator
21 hours ago
A
Newcomer
Anya TNewcomer
asked in Sending

Bypassing signer if they delay the process

If a signer has not signed within a certain timeframe, is it possible to bypass this signer and move to the next signer?

3
A
Community Moderator
21 hours ago
C
Newcomer
carolinestewardNewcomer
asked in Sending

Document not showing edits

I have been trying to send a document to a client. I am filling out information before sending. When the client receives and opens the DocuSign, the document is blank and they do not see the information I’ve added. 

2
A
Community Moderator
21 hours ago
W
Newcomer
WesselNewcomer
asked in Sending

How do I make a team member mandatory as a recipient in each Envelope?

Hi all, In our sales team, we’re using Docusign to send out quotes. Since we need to countersign each quote by our CCO, I want to make him a mandatory recipient. Without the need to do this every single time.  How can I set that up in Docusign?Thanks

13
A
Community Moderator
21 hours ago
B
Newcomer
BartMNewcomer
asked in Sending

Reminders not being sent as per the configured intervals

HiWe’ve configured our global reminder settings to below: On an envelope that was created, we see the following: To test the reminders, we didn’t respond to the initial request for signature. We only got one reminder after three days, and no other reminders. As per the settings, it should send us a reminder every day. Also, the settings on the envelope should be changeable.All reminder settings have been like this for about a month now.Does anyone have an idea what we can do here?Kind regards,Bart

4
B
Newcomer
21 hours ago
J
Newcomer
jgonzNewcomer
asked in Sending

any results in the authentication report

I am using the trial version and I don't get any results in the authentication report but it does appear completed in the status of the envelopes

3
C
Community Moderator
23 hours ago
D
Newcomer
dcapNewcomer
asked in Sending

Formatting

Why does the formatting on my word documents change when they are uploaded to DocuSign?

1
D
Frequent Contributor
23 hours ago
M
Newcomer
MaddeNewcomer
asked in Sending

Add reciepients with "recieve a copy"

Hi, when i send documents I often want my Account Managers to get a copy of the “envelope” so he/she can see its sent. But no one has got a copy ever. Is there an adjustment that´s missing on my profile or do you know why?

6
C
Community Moderator
1 day ago
N
Newcomer
NoorNewcomer
asked in Sending

Change of Designation

Hi,  Once in Docusign how do I change a designation of a person that was inserted incorrectly   

3
Michael.Rave
Docusign Employee
1 day ago

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