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Templates

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296 Topics
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296 Topics

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VelidaJacajNewcomer

asked in Templates

Making text box option required

On a form template, I have a social security and/or TIN field. How can I make sure that at least one of the text boxes is required to be filled out?

12 days ago

purposeguyNewcomer

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.

12 days ago

JHJFNewcomer

asked in Templates

How do I add a field to a template that allows/requires the recipient to add a photo?

I have a template created with required text fields. I want the recipient to be required to add a photo to the document. How do I add a required upload photo field to my template?

13 days ago

Grace LopezNewcomer

asked in Templates

vanesysNewcomer

asked in Templates

How do I add a dropdown field as a pre-fill field in a template?

Hi Everyone, I need to add a dropdown field as a pre-fill field in a template and haven’t found a solution. I don’t even know if this is possible. Could you please give me a clue? Thanks in advance!

14 days ago

Lucine CenterNewcomer

asked in Templates

Entering Information into pre-filled fields in a template before sending

I am new to DocuSign. I created a template using a combination of pre-fill tools and standard tools. I want our intake worker to be able to fill in the pre-filled tool elements (such as client name) before sending it out to the parent/guardian for signature. I tried to test it and I couldn’t figure out how to enter the client information into the field. Any guidance or tutorials would be appreciated.

14 days ago

TJANewcomer

asked in Templates

Fillable Form Font

I have been using Docusign to create fillable form templates. I cannot figure out how to set it up where the text that is put in the fillable form boxes matches the font of the letters- the default looks like Serif but our forms are in Arial 11 point, and I’d like the input text in the fillable blanks to match when filled out. I already have it set as Arial, 11 point, Blank under Fields & Properties in Sending Settings. Is there anything I can do to change this setting? Thank you.

14 days ago

Teri.MaierNewcomer

asked in Templates

Field Order

According to DS Support articles and posts found on the Community, I should be able to set a specific navigation order for the fields in my template so that the signer completes them in a logical order. The sources say that i should find a section call Field Order on the right side of the screen along with the Formatting, Validation, etc sections. However, that section is not there. I have attached a screenshot of the options available to me in that area - Field Order is not there. Our account is an Enterprise account, so it is my understanding that we should have everything available. Please explain why this isn’t there and what needs to happen to add it.

14 days ago

RhondaNewcomer

asked in Templates

Text alignment within a Textbox

Is there a way to align the text within the Textbox to type at the bottom of the box instead of the top?

14 days ago

CambridgeNewcomer

asked in Templates

not receiving docs back

Good dayI sent document for the client to sign about 2 hours ago, he has completed the document, but it is not showing on my history as being sent to client, nor is it showing the completed document, how would i then retrieve the audit trail

14 days ago

lanicaumaliNewcomer

asked in Templates

No Add or New option for Templates

Why am I not seeing any “new” or “add” template option on DocuSign?

14 days ago

RobertFewinsKalbNewcomer

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?)…

14 days ago

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.

17 days ago

zhangjNewcomer

asked in Templates

template

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

19 days ago

JP801Newcomer

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!

19 days ago

Mark GomesNewcomer

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

20 days ago

Paul CrickNewcomer

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

20 days ago

Ed.K.CampbellNewcomer

asked in Templates

Moved here from FormSwift

I used to use FormSwift. When I was using FormSwift I could upload a document and fill out things like address, phone, name, all sorts of info. Not sure what is in the plan i got, but it seems all I can do is collect signature. Am i missing the obvious? Thank you

20 days ago

FadiNewcomer

asked in Templates

Moving templates from live environment to sandbox environment

Hello, I’m trying to move my templates from the live environment to the sandbox environment, and I’m getting the following message:The signature provider name specified is not valid. Invalid signature provider name: universalsignaturepen_imageonly. Any clue how to solve this issue?Thanks

20 days ago

Kirsty5876Newcomer

asked in Templates

No entry sign over field

Hi there I am using the trial version and testing creating a template - previously i was able to add fields on now when i go to add any field to the document there is a red no entry sign?Thanks

21 days ago

abdullah.rathoreDocusign Employee

asked in Templates

Justin & Abdullah test2

internalTest

21 days ago

SimonHNewcomer

asked in Templates

Applying a template and have it add a disclaimer document to my envelope

I have an existing template which is applied when we upload contracts to DocuSign via our contract management system. The template recognises the type of contract and places the signature blocks where they need to be.Is there a way to have that template (which is applied to a document loaded into DocuSign) attach a document to the envelope when the template is applied? For example, we want a cover letter / disclaimer to be attached to every Contract that is issued via DocuSign.

21 days ago

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