arrow-left Back to Docusign.com

Sending

Find answers to your eSignature sending questions.

  • 1,556 Topics
  • 4,360 Replies

1556 Topics

C
Docusign Employee
Community UserLegacy User
asked in Sending

I am being told on the Bulk Upload, Replace Recipients - "An error occurred in uploading the CSV file. Verify the format is correct and retry." The file is in CSV format. I'm a Sender.

I am being told on the Bulk Upload, Replace Recipients - "An error occurred in uploading the CSV file. Verify the format is correct and retry." The file is in CSV format. I'm a Sender.

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

I have an agreement that is expiring in a few days. Is there a way to change the expiration date without the recipient knowing?

I have an agreement that is expiring in a few days. Is there a way to change the expiration date without the recipient knowing?

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

Can you sign and submit documents within an envelope separately?

I have one envelope with 3 documents inside. Each document has the same signers, however the first document gets completed prior to the other documents getting signed. Is there a way to sign this first document within the envelope and submit it? Then the recipient of the envelope can sign the remaining documents and submit them as they complete the tasks within them (for example a month or two down the road)?Thank you

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

We are sending out documents that need to either have yes/no checked, is there a way to integrate this? When using the checkbox option it does not state "required" I've also tried using the "approve" icon but when returned signed it does not display.

We are sending out documents that need to either have yes/no checked, is there a way to integrate this? When using the checkbox option it does not state "required" I've also tried using the "approve" icon but when returned signed it does not display.

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

How do I CC somebody that doesn't need to sign?

How do I CC somebody that doesn't need to sign?

3
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

Grant Envelope Access to non affiliated DocuSign Users

Is it possible to allow multiple DocuSign accounts access to an envelope via the API? We want to send an envelope and also allow a DocuSign user from a different company to manage the envelope. We will be creating and paying for the envelope but have other companies that want to use embedded signing and make changes to the envelope through DocuSign's API. We do not want to give the other company/DocuSign user's access to our entire account, just specific envelopes. Ideally, we could pass in DocuSign account/user ID's with the API request so they have access. Thank you

2
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

Routing to various recipients

I have a template for four signers. Signer 1, Signer 2 and Signer 4 are known. However, Signer #2 needs to provide the email address to Signer #3 based on how Signer 1 completes the form. Since there is no routing logic available, what is the best way to handle?Example: Signer #1 (student) submits form to Signer #2 (instructor). After reviewing signer #1 (student) answer, signer 2 (instructor) will decide who should be signer #3 (department chair). The student (signer 1) would not know this information. Signer #4 will be coded into the template as it's the final stop for all forms.

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

How do I add a date to a signed document?

How do I add a date to a signed document?

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

Option for same person but different roles in DocuSign Powerforms?

Background Info:I have a DocuSign PowerForm embedded on my application through a button. When a customer clicks the button they get redirected to a Powerform where all their information gets pre-filled from the application so they can just sign and enter sensitive information. I am passing parameters to the powerForm, just fyi.Issue:However, I have encountered an issue.In many instances the person filling out the application also has a different role that also requires a signature on the form. For example,A customer fills out our application, then when they go to the PowerForm Signer Information page to fill out every other Role's info (e.g. Name, Email) they happen to not only be the Applicant but also the Accountant. Mind you my roles are:Signer #1: ApplicantSigner #2: Accountant 1Signer #3: Accountant 2Signer #4: Accountant 3Now because each role has a designated signature field on the form they have to fill out their information on two different slots(e.g. Applicant & Accou

7
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

Is it possible to create or add personalized stamps to Docusign? I have several rubber stamps that I use on paper docs and I would like to attach them to the electronic forms as well.

Is it possible to create or add personalized stamps to Docusign? I have several rubber stamps that I use on paper docs and I would like to attach them to the electronic forms as well.

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

How do I forward a received document to other people who need to sign?

How do I forward a document to other people needing to sign?

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

How do we get the parameter name used in the URL so we can auto fill data?

Hello! We are currently using powerforms. Some of this data can be autofilled when the user clicks on the link. How do we get the URL parameter name for a field? so we can do something like: https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=-formid-&paramName=UserName

5
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

An envelope was voided due to the past due date to sign. One of the recipients signed the envelope and the other did not. I forgot to remove the one recipient. Is it possible to remove the Void message on the signed Agreement?

An envelope was voided due to the past due date to sign. One of the recipients signed the envelope and the other did not. I forgot to remove the one recipient. Is it possible to remove the Void message on the signed Agreement?

2
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

How to send completed documents to 3rd party email?

Hi! We want to use a PowerForm for our new joiners, once they have completed it I would like it to be sent to our HR team (who don't have a docusign account). Is there any way I can set up a rule to automatically forward the completed document to them? Thanks in advance!

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

One of the signers in my envelope is on extended leave. How do I change my envelope to reflect his delegate without resending it to everyone else who has already signed?

One of the signers in my envelope is on extended leave. How do I change my envelope to reflect his delegate without resending it to everyone else who has already signed?

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

Extend a document prior to expiration

Is there a way for the sender to receive a notification a day or so in advance of when an envelope will expire so I can go out and extend the date?  It's very difficult to monitor where signers are at and it's much easier to extend than to recreate after an agreement has been voided.

4
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

How to send an unsigned document to recipient "not signing"

How do you send an unsigned document to a recipient who is not signing? Trying to send a copy to our Accounting Dept when it is issued and before it is signed or executedThanks

3
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

Automatic population of Anchor Tags

Hi, I've recently created some custom anchor tags which represent our company's most used tags. However, when uploading a document with anchor text, the tags do not automatically prepopulate, rather I have to drag them on to the document.  I was wondering if there is a way for the tags to recognize the anchor text and  'add themselves' once the document is uploaded? Many thanks in advance for your help! Aimee

5
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

When signer uses 'Assign to Someone Else', who gets the executed copy? The original person asked to sign, the person they assigned to, or both?

When signer uses 'Assign to Someone Else', who gets the executed copy? The original person asked to sign, the person they assigned to, or both?

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

Set signature location not working for PDF docs

​When I try to set location to get a signature on certain PDF documents it doesn't recognise any words. Is it because it needs to be a word doc for docusign to be able to pick up words or is there a workaround? Thanks

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

What is the System of Agreement?

How is it related and different to the Digital Transaction Management?

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

How do you ensure the signer stops to read every page instead of the program simply jumping from signature line to signature line?

How do you ensure the signer stops to read every page instead of the program simply jumping from signature line to signature line?

2
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

When does a document that was resent expire?

If I have to resend a document when does that resent document expire? After looking on the website for help I read that the document that was resent will expire 3 days from the date the document was resent, not the original date it was sent. However, I had to resend a couple documents that ended up expiring the next day. Am I misunderstanding the timeframe?  Thanks!

2
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

Sending an Envelope using a link in Outlook, instead of in Docusign

I need to send a sign-off list out for signature, but I also want to add hyperlinks to other reference documents in the message. Ideally, I would like to use a link to sign in an Outlook email but it appears that I am forced to use the DocuSign message section instead (presumably to not have a different contact list in Outlook than in DocuSign). This would also allow people to forward the message to additional recipients without having to manually add them in DocuSign. Alternatively, I would like to add hyperlinks to the DocuSign message section if this is not feasible. Is there anything I am missing, or any tricks to achieve this? Thanks in advance.

3
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Sending

Resending a document for signature

I sent a document to 3 people for signature.  The first two recipients signed and I am waiting for the 3rd recipient to sign.  He has asked me to resend the document.  If I click RESEND, will the document be resent to all three recipients (including the two who already signed) or will it only go to the 3rd recipient who has not yet signed?  Thanks.

1
C
Docusign Employee
5 years ago

Badge winners

Show All Badges
Code of Conduct

Docusign Community

Code of Conduct