Question

Customers signing agreements with their own DocuSign instance


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Hi all,

 

We’ve had a few situations where some of our users will send an agreement for signature, but then the doc is returned via a separate email with a signature. In some cases users will have used their own instances of DocuSign to sign the agreement, presumably for their own archiving purposes. 

Now we have an agreement that has been only signed by the counterparty and still requires a signature by someone from our own team. I can obviously download the doc and reupload then only send the document to the users that needs to sign it on our end, however this will definitely be questionable as the certificate of completion will only be able to show one signature.

 

How do I go about fixing something like this?

Thanks 


2 replies

Userlevel 3
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Hi @HKhan,

 

Welcome to the Docusign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I am sorry to hear that your signers are not completing your envelopes, but I will share more details about the available options to approach this scenario.

 

Based on your description of the issue, it seems like your signers are downloading the documents during the signing session, after clicking the access link in the email notification.

 

If that is the case, you could disable the “Download Documents” options on the menu at the top of the screen, through the account’s Signing Resource File, in Settings>Brands>Signing> Edit Brand>Resource Files.

 

The parameter that manages this option is named “DocuSign_SigningAllowDownload”, you can find detailed instructions on how to work with this option in page 38 of the guide provided below:

 

DocuSign Signing Resource File Guide

 

Note: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some options discussed in this help topic.  

 

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

 

Compare eSignature plans & pricing  

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

 

Best regards,

 

Alejandro R. | Docusign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

 

 

Userlevel 3
Badge +11

Hi @HKhan,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

 

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