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298 Topics
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298 Topics

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DebRobertsObserver

asked in Templates

CpenaNewcomer

asked in Templates

Transfer Production Powerforms to DocuSign Demo account

Hello I wanted to know if it was Possible to transfer powerforms that I created in a production environment to my DocuSign Demo environment without having to re create each powerform. thanks

22 hours ago

rhealyNewcomer

asked in Templates

IF formula

Hi,I have 2 dropdowns.I want a text box to show a different output based on what the requestor chooses in the 2 dropdowns.Say the requestor chooses CITIBANK in dropdown 1, and EURO in dropdown 2I want the text box to say “CITIBANK EUR BANK DETAILS ARE 123546456”In Excel, it would be something like “If(AND(A1=”CITIBANK, B1=”EUR”),<details>,0)I can’t seem to figure out the logic required to do this using the DocuSign conditional fields and formula fields. Any help would be appreciated, thanks

22 hours ago

thulseNewcomer

asked in Templates

Document Custom Fields Reporting

Is there a way to report on the Template or Envelope on for the “Document Custom Field” values?I would like to report on envelopes that have certain “Document Custom Field” values. I am unable to find if this is possible or not.I can find the option to add “Envelope Custom Fields” but I need “Document Custom Fields”.We use these to tag documents with certain values, and I would like to be able to run a report to identify these values before exporting documents via API/Retrieve processes.

22 hours ago

Community UserLegacy User

asked in Templates

Can't Edit the content of my template after Save?

When I go to Edit my Template, the Edit option doesn't allow me to add additional fields or make any changes to the fields I already placed in the template. It only allows me to replace the doc or rename but not actually going back to the template and make the needed modification. Any idea what I'm doing wrong?

1 day ago

Heather GillNewcomer

asked in Templates

Copying & Pasting Forms from/to existing templates

I have an existing template to which I have added a new form with numerous fields. I would like to just copy this new form from the template I’ve already added it to and paste it into another already existing template. This would be much easier than recreating the form and all the fields. Is there a way to do this? I’ve tried everything I can think of.

1 day ago

DaveGNewcomer

asked in Templates

Is it possible to have more than one of the same template in a composite envelope

I’m just starting to implement composite templates for a client and so far everything is working great except for one thing. We have a government form that I want to include twice in the same envelope; each to be signed by a different attorney. When I add the second instance of the template in the envelope I get an alert that there are duplicate roles. I suppose the fix is to duplicate the template so that each template has distinct roles, but before I do that I thought I’d check to make sure I’m not missing anything.

1 day ago

CAustinNewcomer

asked in Templates

Template Matching Not Working for User

I am having an issue with other certain templates not matching for a user all of a sudden (has previously worked fine). The templates are shared with the user, the user has adjusted their matching percentage down to 20% but when uploading a document, the correct template will not pop up to choose. I try the exact document the user is attempting and the template matches at 78%. Any advice?

1 day ago

Teri.MaierNewcomer

asked in Templates

Notifications for PowerForms

I have created a PowerForm to be used by our Human Resources department. There are two people in the HR department who should receive notifications when a form has been completed. I made one of them the sender. For the other, I added them as a CC on the template (see Template Screen Shot attachment). But, when I tested the form, I found that the name and email address i had added for the CC recipient are visible on the landing page of the PowerForm and can be edited by the 1st recipient (see PowerForm Signer View attachment). I don’t want the signer to be able to change this or even see it. Is there a better way to ensure that the HR rep gets a copy of the completed form? Surely, this cannot be a unique issue - it seems to me to be a fairly basic need.

3 days ago

SGormanNewcomer

asked in Templates

On the go

Is it possible to have a template that you can fill in blanks like name and scope on the app to send to customers while out in the field?

3 days ago

sylvain.cazaletNewcomer

asked in Templates

Add a fixed value

Hello,I’m going to send a mailing to 2500 customers.For this, I’m going to import an excel file, with the number of the customer, his name, and his mail.The customer will have to fill some fields, and his answers will arrive in an excel on one drive.For this : OK.But… I would like, on each formular, to have a field with the corresponding customer’s number, imported from the adress file.I know how to add an empty field for text, numbers, … but is it possible to have a prefilled field like this, with informations from an excel file ?

3 days ago

sfernandezNewcomer

asked in Templates

PowerForm Envelope Expiration

Are PowerForm envelopes set to expire after one day? When I look at our expiration set up, it shows 120 days but under the PowerForm Advanced Options the expiration says “By default, envelopes expire after 1 day. Recipients can no longer view or sign on envelopes after it expires”. Because of this, the PowerForm voids the envelope when it expires and then I can’t do anything because it’s voided. The Advance Options state that the DocuSign Admin can change this setting but I’m an admin and can’t. Thank you.

3 days ago

KerrilynneNewcomer

asked in Templates

Powerforms tempaltes

Can I set a signer and then set for executed copies to go to other individual emails? It seems when I make a template that has a signer then 2 copy recipients I cannot use tht template in a power form.

3 days ago

ZachLNewcomer

asked in Templates

What is a template's documentId and what scenarios does it change?

I am trying to better understand what a template’s documentId is and when/why it will change

3 days ago

GSteinNewcomer

asked in Templates

Bulk Send name missing

I used the DocuSign template to create the CSV file. One of the fields, Benefit Amount, populates but the Name field shows as an editable text box. I do not receive any errors.

3 days ago

jcriolloNewcomer

asked in Templates

How do I set up template to pre-upload folks info with necessary information in specific areas of the form?

I have a template set-up but is there any way we can skip the process of having external folks do anything with the form? We're thinking of automatically exporting the folk’s data, then pre-upload their info to the form with all the information in it, bulk sign and send them out. How do we set this up? Do we have to have that bulk list ready to set up those automations?

4 days ago

AbhindNewcomer

asked in Templates

Auto populate a date and set it 2 years prior to Date Signed field

Hi! We are using Nintex and Docusign. I am trying to use Document custom field tags to capture Date Signed field. Is it possible to auto populate a date field which is 2 years prior to Date Signed custom field?I tried creating a new Document custom field with the formula AddYears(\datesigned\,-2) but it does not seem to be working.Any help is appreciated.Thank you

4 days ago

D.MackNewcomer

asked in Templates

Conditional Routing

I have created a PowerForm for a credit application that is to have a link on our organization website that customers can use whenever needed. The form has a portion for applicant and a portion for co-applicant. If both are filled out then it proceeds as necessary to the correct department. Unfortunately if someone tries to only complete the applicant section with no co-applicant it throws an error message and will not let the applicant continue. I have a conditional routing set for applicant completed to go to Dept A. I also have it set so that if a co-applicant completes it should also go to Dept A. Has anyone ever run into this issue?

4 days ago

pauljmeyerNewcomer

asked in Templates

Download signed document from powerform

I have a powerform on my website. Is it possible that whoever fills this out as the abillity to download it after signing?

4 days ago

reshNewcomer

asked in Templates

getting custom tab details

I used the Docusign web UI to drag and drop Custom tabs from the custom fields palette on the left side of the screen into a template. and saved it. how can I get the template's custom tab details? Does this have an API? I want to update the tab value of this respective template.

4 days ago

MangiulliNewcomer

asked in Templates

Best Method for Fixed Options to Populate a Text Field in eSignature

Hello, I am running into a problem when trying to create a field where there are two or three fixed options and the field will be populated based on the document creator’s selection (and not show the other noon-selected options). The specific scenario is in creating a uniform employment contract where my HR administrator can select from a series of pre-approved (re: lawyer approved) pay terms depending on the employment offer or agreed terms with the employee. I attempted to utilize a dropdown field but was dismayed to find out that you cannot adjust the size parameters of the dropdown box. The length of some of the options exceeds the width of a page when placed on a single line and a dropdown box limits the text it shows to a single line in lieu of wrapping it to fit the space. Is there a way to allow the creator of the docusign document to select from a series of 3 or 4 options to populate a text field?

4 days ago

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