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Sending Options and Features topics
Updated: 49 min 43 sec ago

Controlling page visibility

March 5, 2015 - 1:31pm

We have a 3 page document that I would like to control visibiity of page 2 and page 3, based on an answer on page 1.  Is this possible?

 

I don't believe this is possible, but I thought I would throw this out there.  

Bulk Send - CSV upload Error

March 5, 2015 - 9:37am

Hello

I have a problem uploading a CSV file for Bulk Sending.

I have the following Error :

 

"Document Upload Error:

Please resolve the following errors and upload the document again:

- File must contain a Name column.

- File must contain an Email column"

 

However my CSV file does contain a Name and Email column...so I'm lost. Is there a specific format for these columns to be accepted ?

Many thanks for your help !

Electronic Record and Signature Disclosure display

March 3, 2015 - 10:51pm

Hi 

 

I have been requested by legal counsel to have the Electronic Record and Signature Disclosure display on the same page as the tick box rather than a link to read then back to tick to agree.

 

Is this possible - looking at the Mobile Signing and New Desktop Experience this is not acheivable.

 

Guidance on options appreciated.

 

Thanks

JJ

Document with optional signatures stays in Pending status

March 3, 2015 - 8:55pm

I am tryign to send a document that has optional signtures in it. Once all the required signatures have been completed, I want the document to be considered completed. However, Docusign leaves the document in 'Waiting for Others" status until the optional recipients have logged on to see the document (even though they don't sign/change anything...they just press the finish button).

 

Is there a way to have Docusign consider the docs completed without requiring the optional signatures to log in?

 

Thanks!

How to enter text field that all signers can see?

February 28, 2015 - 4:56pm

I entered a text field and added some details to the scope of work for the contract. I knew it wouldn't be seen by me on signing because I entered it under the subcontractor's name so he could see it. However, I assumed it would show up in the main contract when viewing "In Process". Will it show up on the completed contract when signed by all parties? I see it in Preview under the subs tags but not in the In Process view.

Viewing Hidden with Asterisk field

February 27, 2015 - 1:13pm

I am wanting to set up a template for a debit card order form. I have a field for a PIN # which i want the signer to fill out and then sign the form. However when i check the "hide value with asterisk" once the completed document comes back i cannot see what the user input for their PIN#. is there a way to view the field as the sender as a one=time thing but still have the form show the asterisks so that future people cannot see the PIN#? Thank you

This Account lacks sufficient permissions

February 26, 2015 - 3:58pm

Having an issue with CreateAndSendEnvelope API call. This is against the DEMO site and is using a brand new account.  I have an Integrator's Key but this should not be needed anyway. Not sure what option to enable on my acount.

 

This Account lacks sufficient permissions

Not able to change email address

February 24, 2015 - 3:39pm

Hi

 

I'm trying to change my email address and I've found where to do it but it won't let me. When I enter the new address I get this message:

 

That email address is already in use for this username.

 

See image below

 

 

 

access codes not working

February 24, 2015 - 3:29pm

I cant get in the docusign to finish my I-9. I could not access it with the code I was given and now when I try to open it I get a message stating envelope or account activation not found. what do I do?

Need to send same template to various emails when needed

February 24, 2015 - 12:36pm

I created multiple templates to send my loan disclosures to my various borrowers, but I cannot figure out how to be able to send to various emails.  Please help.

Using Access Code Authentication when sending document for signature API Visual c#

February 23, 2015 - 8:55am

How do I send an access code from my data source in the API so that when a person opens the document they must enter the code send in the request? Using C# and sample API call. Not a templete.

Stop auto adding documents to templates??

February 23, 2015 - 7:18am

We are using templates in Docusign for Salesforce, and when i go to send a document using a template in Salesforce, Docusign automatically attaches any documents previously attached to the account.  

 

We dont want to send these attachments, so i have to manually delete them every time i go to send a document.  

 

Is there a way to stop docusign from grabbing these documents and adding them to the template?  

"Send" Button Dead?

February 22, 2015 - 6:56am

I may be missing something obvious (like perhaps it is a Browser issue - so I have tried Safari and Firefox) but the bright orange "Send" button does NOTHING. HELP PLEASE - 

Unable to upload document - bad request(Docusign print driver 2.0)

February 21, 2015 - 3:25am

Whenever I am uploading a document to docusign using Docusign print driver 2.0, I am getting the following error.

 

Unable to upload document - bad request

 

The size of the PDF file being uploaded is only few KBs.I am not able to figure out where is the issue.The PDF does not contain any images.

Custom Fields

February 20, 2015 - 11:38am

Hello, I am trying to get to know this program front and back so I will probably be contacting you guys quite often. My first question is what the "Custom Fields" section means? When I log in, I go to My Preferences and then under the Signing title on the left, there's a tab labeled Custom Fields. I played around with it a little bit but I am unsure of its use or what it does.

Make a permanent cc

February 19, 2015 - 11:23am

Is there a way to make a permanent CC to everything sent?  Like, once all is signed, we'd like our admin to get everything.  Is there a way to automatically have her on there without adding her to CC every time?

Reminder sent time at 12:05?

February 19, 2015 - 8:30am

Is there a way to make it so the reminders are sent during normal buisness hours? 

 

We have had several people who have complained about receiving the reminders in the middle of the night. 

 

Thanks!

how to remove the hyper link from PDF?

February 19, 2015 - 4:04am

When we click on the signature in signed PDF it takes us to the Docusign site. how to remove the hyper link from PDF?

How many recipients can i add?

February 18, 2015 - 6:40pm

I have been looking for some information that will tell me how many recipients could I add when sending an envelope. I know I can add a bulk recipient, however, I would like to know what would be the limit of the recipients without using the bulk file. I have tested out with up to 7 recipients but I dont have anymore emails to test in demo. 

I greatly appreciate any helpful information in the case.

 

 

thanks.

Sender changed automatically to another sender in Powerform

February 18, 2015 - 5:36am

When I create a powerform, I have set a specific "Sender".  This part works fine.  However, as there are more than one signer in the Powerform, the 2nd and 3nd email messages have been sent out automatically using a different "Sender" from the original Powerform.  How can I fix this, to ensure the original "sdner" setup in the Powerform remains the same "sender" throughout the whole envelope workflow?

 

 

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