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Momentum 2024
Hi everyone, I want to set up an automation in Zapier that every Trello card opened in a certain list will open a new document for signature for that customer.The problem is that I build the template in Docusign, it asks me to add an email to the template and then every time I use this template the signature will be the email I chose in the first place when I created the template. Hope I'm clear.By and large, my goal is to create a draft from a template and then send it to the client via docusign, I know it can be done automatically, but I still want to see the document first.
The default date Month/day/Year is confusing ie in New Zealand we a day month year I have tried many times in setting to change this to DAY/MONTH/YEAR TEAMS we are looking at setting up I have an account am I admin?… I cant see share templateAlso tried to share a template with with my PA how has a month trial and her name and email cant be found Thanks for you help
Aside from the font size and color, is there a way to change the field’s border and background colors? I do not always want a border and white background. Also, can such modification be done as a default setting or for multiple fields at once?
Thanks to those who were able to join us last Thursday for our latest FINS Peer Group meeting! Below is a recap of some of the topics that were covered (with names removed to protect privacy). Feel free to continue the conversation here or start a thread regarding a new topic!Benefits between siloing (having separate accounts) vs keeping everybody in one account. Feedback: Only silo where technically required. One department doesn’t want to give their users the ability to upload documents. Setting up accounts around auto-provisioning when using multiple sub-accounts. Need for bulk updating of bulk user groups at org level. Remote Online Notary: Some customers are testing across states currently. Docusign’s New Notary Connect offering was mentioned. Momentum Feedback IDV Verification - Did DocuSign use pilot user groups with older users with IDV? In-branch signing: Some branches are using digital account opening in branches with in-house signing. Credit Union with older demo
Hi,Do any of you know if DocuSign has sent out a communication regarding some changes in the user interface? I noticed today that there have been some slight changes in layout and changes to certain functionalities. For example, 'Manage' is now 'Agreements,' 'New' is now 'Start,' etc. If there is a communication about this change, would you be able to share it with me or let me know where to locate the document? Thank you,Amy
Can a file be recovered if it is purged?
Everyone can see everyone else’s templates the moment a template is created, even if a mistake. How do we ensure templates are not shared with everyone unless we mean them to be? Is there a way to do this on the account level and not on the individual user level, e.g. to force users to declare who they are sharing with, or the template isn’t shared with anyone, e.g. to default to no one shares with anyone unless they affirmatively select for that template to be shared and say who with?
Is there a way to disallow a user from creating their own document custom fields on templates? As far as I can tell, if they can create templates, they can also create the custom fields (which makes sense). But, in order to try to standardize and eliminate the ‘junk’, we would like to control this a little better with some pre-configured fields. Is anyone aware of a way to do this?Thank you. Susan
Hello Everyone,I have a quick query regarding the anchor string feature of DocuSign. I have a web app that allows users to select documents to preview them first. If everything looks good, they can proceed with e-Signing.To achieve this, I have set up two templates in my DocuSign account:Preview with Viewer role: This sends the envelope to the current logged-in user for previewing. If everything looks correct, The user can then proceed with the e-Signing process using the second DocuSign template with the Signer role.Everything is working in the flow as expected, except for the part where the user wants to preview the envelope. The user is receiving the envelope, but the documents within the envelope have empty anchor string values. However, when the user actually sends the envelope for e-signing(Signer Role), we can see that the anchor string values are populated correctly in the documents under the envelope.I'm wondering if this is by design, or if there's something I'm missing or do
Sometimes documents are received without pdf attachments and you need to log in and download - why does that happen? is there something I should be doing?
I am trying to do what I always do the last years... Received on my email a word doc which I want to open directly through DocuSign...sign it and share it through WhatsApp...HAVE DONE THAT HUNDREDS of time literally.Only that last time it says no more envelopes left or something like that.I just want to sign nothing else and as far as I know signing is free...would appreciate any help from anyone.
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