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Find answers to your eSignature template questions.

  • 270 Topics
  • 761 Replies

270 Topics

eradwan
Observer
eradwanObserver
asked in Templates

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?   

1
Justin Jiang
Troubleshooter
2 hours ago
R
Observer
RobertFewinsKalbObserver
asked in Templates

Powerform Checkboxes not outputting to the final document

I’ve seen this asked a few times and none of the answers address the problem I’m having. I’ve added a checkbox group to my Powerform, I’ve made the validation “Select at least 1” but the final document does not show any of the selections… The Template setup... ...and on a form the user is completing... ...but on the finished product (why no chorkboxes?)… 

2
Justin Jiang
Troubleshooter
1 day ago
T
Observer
thulseObserver
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.

2
Justin Jiang
Troubleshooter
1 day ago
D
DaveG
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
Justin Jiang
Troubleshooter
1 day ago
C
Observer
CpenaObserver
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

1
Justin Jiang
Troubleshooter
1 day ago
T
Observer
Teri.MaierObserver
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.

5
JohnSantos
Troubleshooter
1 day ago
G
Docusign Employee
Gil.ParraDocusign Employee
asked in Templates

Stop notifications to user sho shares templates

If i create a template and share it with other users, I am notified of its completion along with the document itself. Is there a way to prevent this happening? I am the admin and want to create templates to share with my user groups and not have them alter them, but for internal compliance purposes I should not have visibility to the completed documents themselves. 

4
N
Community Moderator
1 day ago
SGorman
Observer
SGormanObserver
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? 

2
A
Observer
2 days ago
S
Observer
sfernandezObserver
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. 

1
Alexandre.Augusto
Docusign Employee
2 days ago
S
Observer
sylvain.cazaletObserver
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 ?

1
JohnSantos
Troubleshooter
2 days ago
N
Observer
newton76Observer
asked in Templates

Include field data in the email body

I want to make it easy to see/search what my clients have written in their data fields by having the information included in the message body. This way I can search the information in my mail inbox so that I don’t have to click/open into the same envelope many times to view the information. Is this possible?I know I can add the email and name of the client to the message, but what about the actual data fields? tysm. 

1
Michael.Rave
Docusign Employee
2 days ago
A
Observer
AbhindObserver
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
Michael.Rave
Docusign Employee
2 days ago
R
Observer
rhealyObserver
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

1
Alexandre.Augusto
Docusign Employee
2 days ago
H
Observer
Heather GillObserver
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.

4
V
Observer
2 days ago
J
Observer
jcriolloObserver
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?

3
JohnSantos
Troubleshooter
2 days ago
S
New Voice
srleeNew Voice
asked in Templates

Conditional Routing Rules

I have multiple routing rules set up based on a dropdown value.  But, if I try to add anything to that drop down, it tells me I will lose all of my conditional logic I have set up.  That’s a lot of work for our scenario.  I’m wondering if I’m mis-interpreting the message (below)??  I find it hard to believe that I would have to reconfigure all of my conditional routing logic just to add a new value.  Can anyone supply an explanation or set me straight?Thank you.  Susan Deleting Conditional Routing ReferencesThis field is involved in conditional routing rules.  Updating the options series will remove all rules referencing it.  Do you still want to make this change?

3
Vinicius.Rodrigues
Docusign Employee
2 days ago
P
Observer
pauljmeyerObserver
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?

1
JohnSantos
Troubleshooter
2 days ago
P
Observer
purposeguyObserver
asked in Templates

Need Optional Signer Functionality

I have a document that sometimes needs one signer, sometimes two, potentially as many as four.  I have created a template with four signers.  I would like to be able to fill in the number of signers when I use the template; unused signer fields would result in only one, two, or three signers on that particular use of the document.  As it stands, there is no such thing as an optional signer, and the signer group functionality doesn’t handle this situation.  So, I have to create four versions of the exact same document:  one with one signer field, another with two, another with three, and another with four.  I really only want the signer FIELD to be optional, not the signer.  In other words, if “signer 2” is filled in when the template is used, then “signer 2” is a required signer.  If “signer 2” is left blank when I use the template, then there is no “signer 2” for that particular document envelope.

1
JohnSantos
Troubleshooter
3 days ago
R
Observer
reshObserver
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.

1
Alexandre.Augusto
Docusign Employee
3 days ago
F
Observer
floosObserver
asked in Templates

one envelope with multiple templates

I want to send an envelope with thee pre-created templates to one recipient. However when I add the three templates to one envelope, only the fields for the signature in the first templates shows up. In the other two templates none of the predefined fields are showing up.How do I add multiple templates for the same recipient, so that all the pre-defined fields are displayed?

4
C
Observer
3 days ago
Z
Observer
zhangjObserver
asked in Templates

template

Hi, I am new to DocuSign. Where to find existing template for us to start and modify?

2
C
Community Moderator
3 days ago
J
Observer
JP801Observer
asked in Templates

Customizing Powerform PDF File Name

Hey everyone! I'm not sure if this feature is available, but I wanted to ask just in case it's possible. I've created a powerform that forwards to our ticketing system, generating a PDF. However, I'm wondering if there's a way to grab information from the document (senders name) or perhaps when the initial sender information is filled out, is there a way to customize for that information to populate on receipts file name? I see that “Completed” is automatically added to the receipt, is there a way to customize this? What is currently showing is, “Completed: WireTransfer.pdf.” What I would like to see is, “Completed: (Name) Wire Transfer.pdf.” Attached is what I am seeing in our ticketing system. Thanks everyone! 

2
J
Observer
4 days ago
J
Observer
JlibonObserver
asked in Templates

2 issues

HiI would like ask 2 questions for fixing 2 issues: We woukd like add an automatic  retour in a text field. Actually, when the text length is longer we lost the last part iof  the text. Is a solution exist to avoid it? We would create a dynamic field in the welcome message mail (Ex; Hello <last name> ….) Regards

3
Vinicius.Rodrigues
Docusign Employee
4 days ago
M
Observer
Mark GomesObserver
asked in Templates

Double initial button?

Hi,When dealing with two clients that require initials, is it possible to create a button the would allow double initials instead of individually placing both initials individually side by side? That would save time and the spacing would be aligned perfectly.Thanks,Mark 

5
N
Community Moderator
5 days ago
P
Observer
Paul CrickObserver
asked in Templates

Podcast Guest Release Template - How Do I Share This With Others In My Team

We have a podcast guest release form we want our guests to sign so that it confirms they give us permission to use their identity and to promote them in an episode of our podcast.I want to share this with my co-host so that we can both issue release forms for guests to sign via Docusign. What’s the best way to do this? We are having trouble making that work. ThanksPaul

2
N
Community Moderator
5 days ago

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