community.docusign.com Open in urlscan Pro
18.64.103.115  Public Scan

URL: https://community.docusign.com/esignature-111?utm_campaign=GBL_US_PRD_AWA_2405_CommunityCTA&utm_medium=email&utm_source...
Submission: On November 28 via api from DE — Scanned from DE

Form analysis 2 forms found in the DOM

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Name: forgotPasswordPOST /member/forgotPassword

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Text Content

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Your Recap on Docusign Discover 2024


6 days ago
 * Home
 * Community
 * Core Capabilities
 * eSignature


ESIGNATURE

Have Docusign eSignature questions? Find answers here!


 * 5,091 Topics
 * 15,460 Replies

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5091 Topics

Recently Active

Most Replies
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Newest First

A

afzalmozanp5Newcomer
posted in eSignature
Update Recipients with UpdateTabs Not displaying sign here tabs using c# SDK

Hi, I am implementing docusign envelope/ esignature api using docusign SDK, I
have implemented CreateEnvelopeAsync() successfully, but if i had put wrong
email address for recipient signer then recipient signer email bounced or
autoresponded. in that situation i am updating recipient signer with sign here
tabs, and recipient updated successfully. but when signer opens email and going
to review envelope and to do sign then the sign here tab not displayed with
AnchorString at specific AnchorYOffset and AnchorXOffset on the document. So
please provide any solution. Thanks. below the code of c# .net core for update
recipient and tab public async Task<RecipientsUpdateSummary>
UpdateRecipientsWithTabs(string envelopeId, DocuSign.eSign.Model.Recipients
recipients, UpdateRecipientsOptions options = null) { try {
RecipientsUpdateSummary updateSummary = null; OAuthToken authToken =
AuthenticateWithJwt(); Account acct = GetDocusignUserAccountInfo(); var
docuSignClient = new DocuSignClient(acct.Ba

0
40
A

1 hour ago
S

SabaNewcomer
asked in eSignature
Contact


Hi, I have a free account, however my credit card was charged an annual fee, my
portal does not allow me to contact a support live agent, since it is a free
account, and since there is no payment there in the account I can not refund!
but then my Master Card says docusign inc $300 USD any idea please how can I fix
this without calling my bank? thank you.

0
164
S

5 hours ago
L

Liz SealeNewcomer
asked in eSignature
Docusign not recognising template


I have set up several templates on Docusign for colleagues to use. A colleague
has uploaded a document but Docusign hasn’t linked it to the template. This has
been working for the past month with no issues but it not working today.
Template hasn’t been changed until I went into investigate it just now. Can
someone help please?

0
232
A

7 hours ago
T

Talya PNewcomer
asked in eSignature
Changing signing order after sending


Hello Docusign community, I’d like to change the signing order of an envelope
that was sent. In the past it was done through the correct button but now I
don’t see the correct option anymore. Has it been removed? What are my options?
Thanks! Talya

0
693
A

7 hours ago
C

craigplanetNewcomer
asked in eSignature
Bulk Download of signed docs for manual review without clicking. It should be
simple.


I have hundreds of signed pdfs I need to print and record for HOA. How besides
clicking every signed completed document, can I do a bulk select and download in
DocuSign. This is maddening.

0
82
A

7 hours ago
N

NahalNew Voice
asked in eSignature
DS Email


What are some examples of someone would send with DS Email? Also, what is the
benefit of using DS Email?

0
153
A

7 hours ago
C

CarDanaNewcomer
asked in eSignature
Can't find a signed document (but I have part of it saved locally with envelope
ID #)


I have a back-up copy of a document that was signed on Docusign (saved locally).
I only have one of several pages. When I go to my account at Docusign, there’s
no record of it (even when I search using the envelope ID #) - any ideas on how
I can find it?

0
72
A

7 hours ago
J

JoshJNewcomer
asked in eSignature
Print Driver and Envelope Types


We started using Custom Envelope Types in our organization and today I found out
that when using the print driver, the option is not available, but is if I
create an envelope using the web app. Is there a setting for the print driver to
enable Envelope Types? Thank you in advance!

0
41
A

7 hours ago
K

Kurt OberhausenNewcomer
asked in eSignature
Security Concern: authentication methods are not prompting on completed
envelopes


Hello, In our account, we have the following settings enabled: Recipient
Authentication Triggers: The first time a recipient accesses an envelope per
device. Recipient Authentication Skip Option: Recipients cannot skip
authentication when accessing subsequent envelopes from the same sender. When
utilizing in-person signing, the user is prompted to enter the access code to
initially access the envelope to sign (on the hosted device). However, once all
parties have signed the document, a completed email is sent to the signer where
they can view the completed document. If the user clicks that link on a
different device, they are not prompted to enter the access code and can view
the contents of the document. This is a major security concern if the wrong
email was entered or the email was compromised - documents may contain NPPI. Why
isn't the access code being prompted on subsequent access of viewing the
completed envelope, even if switching the authentication trigger to: Every time
a rec

0
21
A

7 hours ago
N

nathanmummertNewcomer
asked in eSignature
Login Issues


i added a user to my account and made them an admin, but every time they login,
it's sending me a code to my email to verify rather than his. Can you help?

0
133
A

7 hours ago
U

User1234Newcomer
asked in eSignature
Configuring Signing Reasons


Is there a way to configure the system to have different signing reasons for
internal and external users?

0
71
A

7 hours ago
J

JaneMNewcomer
asked in eSignature
Is it possible to create a shared DocuSign account with individual logins?


Is it possible to create a shared DocuSign account with individual logins? We
would like to create an HR DocuSign account. Several members of the HR team
would be able to access this but rather than share one login and one password we
would like individuals to have their own logins and own passwords to this shared
account. I have tried to search for information on this but no luck. Thanks in
advance

0
213
C

9 hours ago
K

KlausNewcomer
asked in eSignature
Access to all pages in past agreements


Hello All- I am a DS Admin, my company has over 100 completed agreements, which
when we started with DocuSign I only needed access to view 12 of the pages
however now I need to get access to view all (54) of the pages for past and
future agreements. How can I go about being able to do this?

0
140
K

9 hours ago
C

COD1977KJNewcomer
asked in eSignature
Shared envelope Notification emails needs to be sent to the orginal sender


I have set up a shared envelope for our team, and the documents once sent moves
to a shared envelope so everyone can see movement, the issue that comes up is we
get asked what stage the documents are for signing, as none of the team get
notifications as all the notification emails get emailed to the shared email
address. Is there anyway that the original user can get the notifications
instead as the only way of knowing if any movement is checking the sent box on
DocuSign as the shared envelope as over 30 people added and looking through the
emails is not the best or easiest way. Is there anyway of adding that person who
sent originally I know we can added a cc in the signatures but they only get a
notification once everything is completed not at different stages of the
envelope, like someone has viewed or witness has signed or its with another
person now. like if we sent from our personal envelope we would get updates on
each step and thats what we need. I do have admin rights so if th

0
194
N

12 hours ago
C

Charles ReilingNewcomer
asked in eSignature
Filter on blank


I want to know which agreements in my repository have no expiration date. Is
there a way to filter for a blank search term so that all agreements with no
expiration date are presented?

0
82
N

12 hours ago
T

Tech280Newcomer
asked in eSignature
Retrieve Filters


Trying to get Retrieve Filters to work with little success. I have a template
named 2025 Financial Products and Promotions Agreements Packet 2 (with some
variation). I have tried using Filter of Template Matches (RegEx) \(Packet 2\)
and get no results despite seeing these completed documents in the web UI. I
also have a Packet 1 which I’m trying to avoid in this specific Retrieve. Any
suggestions on how to best setup a filter to get these envelopes? In the
Envelope Custom Fields I see this. Can I use either of these?

0
152
N

12 hours ago
M

MaxSFNewcomer
asked in eSignature
Automation of DocuSign with Salesforce and Sharepoint


Hi all, For a client who is using Salesforce we are looking at DocuSign. But
they have some specific requirements and we are wondering if this is able with
DocuSign. They want to start the process with DocGen. So, with the push off a
button in Salesforce a template should be generated and stored in Sharepoint.
Then they want to adjust the template in Sharepoint with Word. When the document
is ready they want it to be sent to the right persons for singing. This process
should be fully automated with a push of a button. So when they push on a button
in Salesforce it will sent the document for singing directly from Sharepoint, so
no screens will open where they have to verify the signees or they have to add
the signing box. This will all be done automatically. The signees will be
internal users and external. Is this possible with DocuSign and if yes how?

0
132
N

12 hours ago
T

Truth21Newcomer
asked in eSignature
Disable Auto Complete


How do I disable auto complete? I have a field for “Player Name” and I have a
field for “Parent Name”. When someone enters the Player name in the Player name
field, it auto populates in the Parent Name field also. How do I avoid it from
auto populating?

0
305
N

12 hours ago
S

Samuel HaighNewcomer
asked in eSignature
Privacy Policy


We are wanting to add a privacy policy to the end of all envelopes we send for
our company we have received some from other firms that have this but after
searching the support section i wasn't able too find anything. Is anyone able to
point me in the right direction? Thanks

0
253
N

12 hours ago
L

LilacNewcomer
asked in eSignature
Multi Channel Delivery


I need to send a document by SMS and I purchased this Add On. It isn’t showing
up in my settings. I can’t get any help from customer service because I am using
the free 30 trial. There is nothing in FAQ about this issue other than call
Customer Service, which, you know.

0
63
N

13 hours ago
K

Kurt OberhausenNewcomer
asked in eSignature
How to remove "Enter your email to receive a copy" for in person signing?


Hello, I am trying to determine how to remove the optional setting for users
when they sign in-person to remove the option to enter their email to receive a
copy. We have looked into the Resource File and changed the
"DocuSign_InPersonSuppressEmailCopy" setting to True, and this seems to have
stopped the emails from being sent in these cases. However, we cannot seem to
find how to remove the HTML text (see attached). We have tried changing the
"DocuSign_HeaderStepGetCopy", "DocuSign_InPersonEmailDesc", and
"DocuSign_InPersonEmail" in the resource file to blank without any success. Any
advice or input is greatly appreciated! -Kurt Oberhausen

0
407
N

13 hours ago
R

RoseFrequencyNew Voice
asked in eSignature
Sharing Docusign Template Externally


Hello—I created a template in DocuSign for one of our clients that they would
like to use. Is there a way to directly share the template with them through
DocuSign? When I try sharing through DocuSign, I can only share internally. I
tried downloading the template and emailing it to the client, but they do not
have an enterprise account so they cannot upload .json files.

0
30
R

14 hours ago
B

BernSATNewcomer
asked in eSignature
reviewed by someone else


A solar company is trying to send an offer for my approval. They are being
notified that I have reviewed the documents but I am not seeing anything. No
email or pending documents in my account. They can’t seem to figure it out and
have tried sending it to me on different emails and the same thing happens. Any
suggestions for me?

0
41
C

15 hours ago
lvincentNew Voice
asked in eSignature
Customizing the Sender and Body of the Verification Code SMS in DocuSign


Hello, Is it possible to customize the sender and the body of the verification
code SMS sent by DocuSign? I am currently using RecipientSMSAuthentication for a
signer to send this SMS. Thank you in advance for your feedback !

0
61
C

15 hours ago
J

JeromeNewcomer
asked in eSignature
Salesforce - Sign 2 contracts - 1st contract is included in second


Hello, I have an integration processus with Docusign to sign document which
works like a charm. It is based on model. When everyone has signed the envelop,
the different document are downloaded into the salesforce object as
Attachment.Sometimes I need to sign some other contracts but by default it is
included the 1st contract already signed. Any idea where I can change this
behavior ? Thanks a lot Jerome

0
378
J

15 hours ago
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