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Unanswered questions

1505 Topics

A
Newcomer
Adz AdamNewcomer
asked in Configuration

Date setting not upating

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

0
A
Newcomer
14 minutes ago
C
Newcomer
CSANewcomer
asked in Templates

Is there any default field customization?

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?

2
C
Newcomer
1 hour ago
A
Newcomer
APoonNewcomer
asked in Configuration

DocuSign User Interface

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

1
JohnSantos
Digital Collaborator
2 hours ago
S
Newcomer
SusieNewcomer
asked in Configuration

purge files

Can a file be recovered if it is purged? 

1
JohnSantos
Digital Collaborator
2 hours ago
K
Newcomer
Kristen SchipperNewcomer
asked in Templates

Everyone can see Everyone Else's Templates

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? 

4
C
Community Moderator
2 hours ago
S
New Voice
srleeNew Voice
asked in Configuration

Document Custom Field Restriction

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

1
JohnSantos
Digital Collaborator
2 hours ago
V
Newcomer
vashuNewcomer
asked in APIs and SDKs

Anchor String not populating value from JSON payload

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

1
S
Docusign Employee
2 hours ago
M
Newcomer
Mike333Newcomer
asked in Configuration

receiving back signed docs

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?

1
JohnSantos
Digital Collaborator
3 hours ago
I
Newcomer
Iorgo2Newcomer
asked in Signing

Can not sign

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.

12
C
Community Moderator
3 hours ago
K
Newcomer
KenNewcomer
asked in Signing

Red box around fields

A client sent a document for me to fill out and sign. There are 4 columns with 4 fields across (left to right) each column. There is a red line around the 4 boxes in the top fields. The fields below this do not have the red lines around them. It I fill out these fields, sign the form and try to send it takes me to the fields hilighted in red as an error. I cannot get the red lines to go away. BTW the red lines around these boxes are present when I first open the link and have not started to fill it out. No other fields have the red lines.  

6
C
Newcomer
3 hours ago
C
Newcomer
Carolynn SchultzNewcomer
asked in Sending

eSignature Envelope History

In the envelope history, under the User column, the user information includes api or web with the user’s IP address. I’ve also seen just the user’s name with no other information. What does it mean if it has api, web, or is blank (without the IP address)? 

4
C
Community Moderator
3 hours ago
R
Newcomer
RWilloughbyNewcomer
asked in Signing

Printing completed documents without printing supplemental documents

Is there a way to print your signed documents without printing the supplemental documents? 

2
C
Community Moderator
3 hours ago
F
Newcomer
FootstepsNewcomer
asked in Sending

Not able to send sender permisions

I’m getting the following error message when trying to send a document:To send, you must complete the 1 pre-fill feilds with sender permissions.I don’t know how to fix this… 

2
C
Community Moderator
3 hours ago
C
Newcomer
coolv007Newcomer
asked in Notary

Power of Attorney

Are Power of Attorneys executed by Australian NRI in the name of her father, acceptable according to Indian laws to execute a sale deed on the Australian NRI’s behalf in Uttar Pradesh, India. What about the stamps and other processes?

2
C
Community Moderator
3 hours ago
P
Newcomer
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.

4
P
Newcomer
3 hours ago
J
Newcomer
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?

10
JohnSantos
Digital Collaborator
4 hours ago
U
Newcomer
UniquemanNewcomer
asked in Configuration

New DS: Pttttttttth

Is there any way to revert to the old GUI?

2
A
Newcomer
4 hours ago
J
Newcomer
JenlonNewcomer
asked in Signing

Needs to view

Hi,I am missing the “needs to view” option where you can choose “needs to sign” or “recieves a copy” is located. How can I get the “needs to view” option?Kind regardsJenny 

4
N
Community Moderator
4 hours ago
T
Newcomer
txredgalNewcomer
asked in Signing

Finastra Deposit Pro, DocuSign and Topaz Signature Pad

We are trying to implement the ability for customers to sign documents generated in Finastra Deposit Pro using a Topaz signature pad.  We have followed instructions from Finastra, DocuSign and Topaz, however when generating the documents in Deposit Pro and choosing to send esign export the documents are being sent to the customer’s email and not the signature pad.  Any help would be appreciated.

4
T
Newcomer
4 hours ago
R
Newcomer
RyanNewcomer
asked in Sending

ID Verification renewal

Hello, we have been using Docusign for 2/3 years now and just wondering if there us a time limit/renewal period for ID Verification?

5
N
Community Moderator
4 hours ago
C
Newcomer
ChristianBrinkmannNewcomer
asked in Configuration

Search for an envelope by only knowing a specific field in the envelope

By using Web Form, I have set up a process where an employee needs to find an envelope using information from a specific field in the webform (an adress field). I’ve tried to use the the advanced search option to include a search for custom fields, but this does  ot seem to work.  Any ideas?

0
C
Newcomer
4 hours ago
G
Newcomer
Grace LopezNewcomer
asked in Templates

Templates

how to export templates? 

4
N
Community Moderator
5 hours ago
K
Newcomer
kara22kNewcomer
asked in Sending

Waiting for Others documents moved

I have a handful of documents I have sent have not been signed by the recipients yet. I have always found them under “Waiting for Others” but this morning had disappeared. After some searching, I found them under “Action Required.” The default prompt is now “Sign” rather than “Resend” but I am the 3rd signer and unable to do anything even when I click sign (nor do I want to sign before others). This happened even for a document I just created and sent - it immediately went to the “Action Required” section, even though it is definitely waiting for others. What is going on and how do I correct this? I have already cleared my cache and cookies.

3
M
Newcomer
6 hours ago
J
Newcomer
Jim SellersNewcomer
asked in Sending

Stopping the pop up tool tips when creating an envelope.

Even when I have gone through all the pop up tool tips when creating an envelope, they still appear with each new envelope.  I checked through all settings and don’t see anywhere where these tips can be disabled.  It’s very annoying and time consuming to keep clicking on the X to make them go away!Thanks in advance!

4
N
Community Moderator
6 hours ago
F
Newcomer
FloNewcomer
asked in Templates

label tags

The label tags are no longer appearing on my template.  What do I need to do to correct this? 

1
JohnSantos
Digital Collaborator
6 hours ago

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