We are seeing the envelope status 'send' and 'delivered' (rather than 'In Process') but cannot find how these two are different? Can someone help please?
I am having trouble sending multiple documents into Docusign Ink as one big Document. Is there any way to do this with the array of applications that I have at my disposal.
In looking at the help section it shows an arrow for a drop down menu next to "create". When I log into my account, at the home tab, I can select "create new envelope" or if i go to the "manage tab" , click "create" it takes me to the same place "create new envelope".
Looks like the documents which have been completed are stored in my templates?
I have purchase contracts which I upload after filling out and want to be able to apply the signature roles without having to drag and drop the tags everytime.
Docusign print driver was working great on our Windows XP machines. We recently upgraded to new PC's with Windows 7 64 bit and downloaded and installed the Windows 7 64 bit print driver. The problem now is that IE starts with "Add Ons disabled message" whenever we use the Send in Docusign envelope option. This makes any envelope hang on loading docs whenever using a template with email address routing. We have to hit F5-Refresh which brings us back to the document loading screen, refill in the email addresses, and the documents load fien the 2nd time.
If we open Docusign via IE without using the print driver and import the docs from the desktop everything works fine (no add ons disabled message and no hanging on loading documents). We have verified docusign.com and docusign.net are in trusted sites. It only opens in this crippled IE no add-ons mode when using the print driver.
Is it possible to change the contents (documents, signers, etc) of an envelope which has not been completed? If I send an envelope and the signers do not sign them, because they do not accept the contents of the documents, I do not want to have to create a brand new envelope. Instead, I'd like to remove all signers from an envelope and also replace the document and send the envelope for signing again.
We have a form that will be served up to the public on our website (Powerform). It requires at least one signature from the initiator, and a signature from as many other people as are added to the form as responsible parties. It could be 5+. Does anyone know of a way to route the form to the other responsible parties (signers) after the first person signs it? Can this be done within DocuSign funtionality? Or would we need something else?
I have been receiving documents attached to my "completed" email notifications after the document is signed. While this is very convenient, I can't seem to find any documentation or identifying factors (digitally signed, encrypted, etc) to indicate that these emails or attachments are secure. If these attachments are not secure, how do we prevent them from being sent this way?
I have a 3 page document. The first page requires a signature to acknowledge receipt. Is it possible to restrict access to the other pages until they have signed the first page?
what do you think happens if someone simply forwards an email notification to another person? Can that new recipient sign or is that functionality disabled?
Please advise how to alert you of my email address change. My current email address is as follows: ElwoodEndres@att.net
Former email address: email@example.com
I need to have some routing done in my companies firewall to allow notifications to be sent to my application. I'm using this as an example. (https://github.com/docusign/DocuSign-eSignature-SDK/blob/master/MS.NET/Connect/Receiver.aspx.cs)
Because this will be going to a machine located inside of the firewall we only want to allow it for a certain IP or range of IP. I'm currently senting and requesting Envelopes from the sandbox.
I am unable to create a new envelope via the print driver, SharePoint or the DocuSign portal.
Is doucsign experiencing issues at the moment?
I am not able to review a document that has been sent to me.
Currently, when we send an email inviting a customer to sign a document, it says the body of the email is formatted as follows:
Sent on behalf of <sender>
SENT TO YOU BY: <sender> with the DocuSign Electronic Signature Service.
We would like the bold line to read as follows:
SENT TO YOU BY: <sender's company> with the DocuSign Electronic Signature Service.
Is there any way to change that email template? Our rep has pointed us to the Sending Resource master file. But didn't give us any field information. I can't find anywhere in there where it could be changed.
I been talking with Jessica Bush and we are about to sign up for a team account. However, she said you have support for Norwegian, so that we can change the look of the program. How does this work?
I would like to know if its possible to have DocuSign perform the following function:
When the document is completed (signed), instead of simply sending to the main email a notification saying that the documents is signed... i would like DocuSign to push the information of the completed Document to SalesForce or some other URL...
Basically, i want that specific Enveloper ID to be present in SalesForce for the customer account who signed it...
Can someone let me know if something like this is possible and where i can find details about this stuff... or propose alternative approaches that end in the same exact result...
Thanks in advance,
For a 4506-T (Request for Transcript of Tax Return), can the social security number be pre-populated on the document or does the user have to manually type it in himself/herself? Is there any documentation available that specifies that this is the case?
Thanks for your help.
I did as much research as possible before trying to post but I figured just to save some time
So far I am able to create a template and send it.. via PHP / REST API using sample script.
Can I able to add Content on the PDF before sending
Can I prefill the fields before sending? (collected from a web form or database)
Do I have to create Signer Roles before sending the template to new signers?
Is there more support and code examples for SOAP over REST?
Reason i'm asking these questions becuase there's too many different answers in the forum and based on REST or SOAP.
I'm creating a purchase order system.. The user chooses the products they want, fills out their information. After they checkout they are emailed a purchase order agreement with their prefilled information, the name of the product and services they chose and a place to sign.
So i need to be able to
fill in the fields
add custom content
and add a place for them to sign and if there's 2 signers add an extra place to sign.
The checkbox for Expire/Void Envelope in X days is missing. What do I need to do to get it back?
This is under Preferences -> Account Administration -> Reminders & Expirations
I am attempting to set up a template where we have the signer include an attachment. The document is dynamic so would like to anchor it using an anchor word rather than a specific static location.
When I attempt to anchor the “Signer Attachment” tag to a word, the tool tells me that the anchor is not found. I didn’t have any trouble anchoring other type of tags to the same word, just this particular one.
I've tried PDF and Word documents with no success.
Has anyone found a way to do this?
Thanks in advance for your help.