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Submission: On October 25 via api from RU — Scanned from DE
Submission: On October 25 via api from RU — Scanned from DE
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Find answers here! * 4,870 Topics * 14,615 Replies Subscribe When you subscribe we will email you when there is a new topic in this category 4870 Topics Recently Active Most Replies Most views Newest First J JackieArnettNewcomer asked in eSignature Reporting Document Custom Fields I am looking for a way to build a custom report or a way to pull the following information. We use a specific document custom field as an identifier for Docusign Retrieve. We would like a report or a way to see which templates in Docusign are using this custom field. Any help would be appreciated. 0 20 J 20 minutes ago G Gareth_JonesNewcomer asked in eSignature HMLR Compliance I’m new to DocuSign so bear with me. To follow HMLR rules I will send a document to a customer to sign and have witnessed. However the completion date will need be left blank until sometime later. What is the best way to achieve this to ensure the conveyancer adds the date? Is it simply to add the conveyancer as the final recipient of the document? Thanks Gareth 0 61 G 40 minutes ago C Carmen BergerNewcomer asked in eSignature Who gave instructions I have a document that has been signed via DocuSign, but I did not sent it. Can I check who sent it if I have the code? DocuSign Envelope ID: 23C1DBF8-8923-4E6F-ABC8-28A48ACF5ACD 0 41 C 1 hour ago V Vandit VINewcomer asked in eSignature can we create Sub Accounts From main account , so sub account can manage their flow of documents separately can we create sub accounts under one account for different user in docusign so document uploaded by client of sub accounts client is only visible to them. Basically The challenge is related to managing finalized DocuSign documents for multiple clients. Currently, all completed documents and notifications are sent to the main email address associated with the DocuSign account . The goal is to find a solution that allows you to send these documents to different email addresses, depending on which client or account the documents are associated with. Instead of creating a separate DocuSign account for each client—which could be cumbersome and inefficient These service accounts would enable you to direct finalized documents to the appropriate email addresses, thereby streamlining the process and enhancing organization without the need for multiple accounts. This approach would allow client to receives their relevant documents directly. 1 171 V 1 hour ago A akabNewcomer asked in eSignature Bulk send When sending out bulk letters that require signatures is it possible that a blank field can be populated with the receivers name automatically? If not is there some alternate option, we have over 300 letters to send out to separate companies that require e signatures and we would like the name field to be populated with their individual names - any help is appreciated 0 61 A 1 hour ago L lia.aNewcomer asked in eSignature DocuSign Elastic Templates Hello community, We have encountered some issues while trying to set up the Elastic Templates for TOU purposes inside our company. We couldn’t find enough documentation to work with some of the things that we need, for example: We are working with a lot of international clients, so we need to have multiple TOU versions for different languages. How can we create different templates for different languages? I read about API variables but these don't change the text of the buttons (Agree and Disagree) or the Agreement Statement Texts. Also the most annoying thing is the text saying "Additionally, I certify I have read and agree to the Electronic Record and Signature Disclosure.", how can we translate this in different languages? Thank you very much! 0 111 L 1 hour ago M mhalasz10Newcomer asked in eSignature Multiple documents in one envelope, need to download only signed documents from the envelope I am working on a project for application ownership acknowledgement. I am sending one envelope with multiple documents to a single person we think is the application owner. Each document is a separate application. I have a template made and am using checkboxes that say I am the app owner or I am not the app owner and have a condition set on those fields so that if they say they are not the app owner it skips the signature in order to finish the envelope. I am running into issues now when I am trying to only download the documents that have been signed. It appears that once the envelope is finished every document in the envelope is being marked as signed or complete. Is there any options to be able to identify which individual documents have been signed as opposed to the entire envelope? Or is there a better way to make the template? Ultimately my goal is let my users tell me if they are or aren’t the app owner for each application without having to send them in separate envelopes. Than 0 20 M 2 hours ago Y yournumbersgirlNewcomer asked in eSignature Fields all capitalization How to make fields all captialization for input. 0 103 Y 7 hours ago F fbackNewcomer asked in eSignature Creating templates to add to another template Hi everyone, is it possible to create a template in docusign (in my case a questionaire) which I can add to other templates, that I don’t have to add all the fields in the questionare each time I need it in different templates? Kind regards, Franzi 0 244 F 9 hours ago S SurajNewcomer asked in eSignature Authenticate a document Hi All, A quick question… I am looking to engage in a business transaction and have been presented with a Docusign document as proof of an existing contract between 2 parties. This legitimacy of this contract is important to our decision to engage or not. Is there a way I can verify this document to be true and authentic? I have been emailed the document which has the envelope ID on the top left of each page. Thanks for you help/advice in advance. 0 352 S 15 hours ago O OkitchenNewcomer asked in eSignature Signing Groups with Same Users: How to ensure that the same user doesn't sign twice I have a process that requires two approval signatures, both from signing groups. The problem is that both of the groups will continue some of the same users. Is there a way to ensure that the same user doesn’t sign both times? For example: Signing Group 1 contains users A, B, C, D and Signing Group 2 contains users A, B, C If user A signs on the first signature line, is there a way to restrict it so that only users B or C could sign on the second line? Thank you! 0 162 O 15 hours ago J jspaguniakNewcomer asked in eSignature "You used all your folders for the month" error message I successfully sent out three documents to three people for their signature...however, I sent a fourth one out to a fourth person and missed putting in some info...i deleted this person’s docusign document in my console and tried to create a new docusign document for this person...but when I clicked ‘Send’...I got this error message: “You used all your folders for the month.” Can anyone explain what is happening and what my options are to resolve this? Could it be that the recipient has the original document that I sent open? I look forward to your assistance! 0 62 J 15 hours ago I I.Mor.GaneNewcomer asked in eSignature Is there a way to do this regarding the 'Recipient' field? Do you happen to know if there is a way to do any of this 2 things in the DocuSign templates, regarding the Recipient field/ section? Option 1 - they can edit or remove Signer 1 that’s autogenerated when they hit the button? Option 2 - they can add a second signer and either one can sign but not both. Think of it as (1 OR 2) not (1 AND 2) 0 72 I 15 hours ago D DSabObserver asked in eSignature File too large to send.... We’ve been sending the same type of documents over to customer via DocuSign for as long as we’ve been using DocuSign but for some reason it errored out even though it did not meet the size limit. It’s a just a little under it. I’ve tried to compress the file but unable to upload the compressed folder. We’ve removed some pages, 2 out 20 and still get the same message. We do not want to split up the package into two. Is there any other way to send this file without getting the error message? 0 142 D 15 hours ago T Tasos GPGNewcomer asked in eSignature Issues Logging into Support Page for Bulk Send Retrieval Hello, I'm using a company account on DocuSign and recently used the Bulk Send feature. I want to download all the signed documents from the envelope, and after some research, I found out that I need to contact support to get a download link for DocuSign Retrieve. However, I'm facing an issue: I can't log in to the DocuSign Support page with my login credentials, even though I have no problems signing into my DocuSign account using the same information. Any guidance would be greatly appreciated. Thank you very much in advance! 0 102 T 15 hours ago A Aterrell1944Newcomer asked in eSignature System Error:Warning System Error: Your DocuSign request cannot be processed at this time. I am trying to sign a job offer and when I click on Review documents I keep getting the error :Warning System Error: Your DocuSign request cannot be processed at this time. Click the 'Back' button to return to your DocuSign session. If you continue to receivethis error, please visit our Support Center. Error Time: 7/26/2024 4:48:14 PM (32928959-bb08-48dc-a3c9-8e84779df33a) I cannot find any information in regards to this. 0 2706 A 15 hours ago A AOANewcomer asked in eSignature Ability to customize the email message or private note for a PowerForm I’m currently using a Powerform for exception handling for procurement (users are to complete the powerform if they will be waiving the procurement competitive bid process). Our users are asking if there is a way to included custom wording in each email message when it goes out for signature, specific to the waiver request. It doesn’t appear that can be done, nor can private messages be included to the signatory. Can someone advise of any workarounds or alternatives? 0 61 A 16 hours ago N NStephenNewcomer asked in eSignature Problem with one field in Bulk Send I have uploaded my CSV file using the CSV template. I’ve left some fields empty because I don’t know what they are for. But one field - Requestor::First Name is not coming through and even though I accept the matching exception, I end up with an error message after I do. The names in the First Name column match the first names that are also included in the Name column...not sure what I am missing. 0 103 N 17 hours ago S sdielNewcomer asked in eSignature How to have multiple declines on a document I am submitting a request to a Committee, and we need to show that each signer declined to approve. However, once the first person declines, it voids the entire envelope. How can I set up a docusign that each person can select Decline, and then sign? 0 183 S 18 hours ago K KoleenBNewcomer asked in eSignature Changing the email address of a signer AFTER they've signed documents? Hi DS friends - Does DocuSign allow me to change the email address of a signer that has already signed a document? We use the custom report feature to receive daily reports of those who have signed our agreements and add it to an Excel workbook database, which has formulas that looks at the email addresses to update each contact. I don’t want to keep having to manually change a particular signer’s email address every time we update the database with the DS report data. Any thoughts? 0 50 K 18 hours ago A Armi AnttilaNewcomer asked in eSignature sending two documents to same recipient Hi :) Is is possible to send out two documents at once to the same recipient without them merging together? One is only for viewing and one for signing, but right now they both get sent as one really long document to the recipient despite attaching two separate documents in docusign. 0 243 A 19 hours ago M mmcg22Newcomer asked in eSignature Signing/Viewing Order Is it possible to have all parties view the DocuSign once it is sent but still have a signing order. Ex: I send out a docusign for three people; Can all three people view the docusign at the same time, but only person 1 would be able to sign. 0 702 M 19 hours ago J JeppesenObserver asked in eSignature Can envelope waiting for External Signature be reassign by an internal signature to another person? Can envelope waiting for External Signature be reassign by an internal signature to another person? 0 62 J 19 hours ago J Jenn BurkhardtNewcomer asked in eSignature Phone Number SMS Text comes from Client blocks unknown numbers from cell phone - is there a specific phone number that his SMS Text message will come from so he can make sure to accept it? Thanks! 0 152 J 19 hours ago L LegionObserver asked in eSignature Issues with bulk send Hi Team, I sent notification to many users using bulk send option and one of the employees is getting multiple notification, how do we stop such notifications. Please help the matter is urgent. 0 72 L 19 hours ago * 1 * 2 * 3 * 4 * ... * 195 * Page 1 / 195 MOST HELPFUL MEMBERS THIS WEEK * Manuel.Cherchi 5 likes * mshealy 3 likes * Stephen.Whitaker 3 likes * matthew.lusher 3 likes * B Byungjae.Chung 2 likes BADGE WINNERS * JackieArnetthas earned the badge 1st Question Posted * lia.ahas earned the badge 1st Question Posted * akabhas earned the badge 1st Question Posted * mhalasz10has earned the badge 1st Question Posted * Sean.Boylehas earned the badge 10th Reply Posted Show All Badges POPULAR TAGS * eSignature * Admin Tools * API * Salesforce * Billing Powered by Gainsight Code of Conduct SIGN UP Already have an account? Login YOU CAN LOGIN OR REGISTER AS EITHER A DOCUSIGN CUSTOMER OR DEVELOPER. IF YOU DON’T ALREADY HAVE A DOCUSIGN CUSTOMER OR DEVELOPER ACCOUNT, YOU CAN CREATE ONE FOR FREE WHEN REGISTERING. 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