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Sending Options and Features topics
Updated: 42 min 3 sec ago

Create Envelope Now, Send Later

March 28, 2015 - 5:14am

I have a document that I would like to send in a few days.  Is it possible to upload my document now and have it automatically send on the date I choose?

Voided Envelope Notification Experience

March 27, 2015 - 4:36pm

Voiding envelopes can be a very disruptive process especially if you have a multi step signing process and the envelope needs to be voided after the customer has signed their document?

 

From what I can determine, a user is able to suppress a void notification from being sent to a signer within their member profile, a similar global setting does not exist, and you can't set an expiration period to 0.

 

How are you managing voided notifications when they are sent to customers to avoid the "churn" of, "hey, why is this document voided, I signed it?"

 

Thoughts to share?

Edit Bulk Recipient error "Exception has been thrown by the target of an invocation"

March 27, 2015 - 10:09am

Has anyone seen this error before? Is there a limit to the number of columns you can have in your csv?

 

thanks!

Strange Radio Button behaviour

March 26, 2015 - 1:04pm

We have two radio buttons in the same group on our document. We're using custom anchor tags \rb_{r}_1\ and \rb_{r}_2\ to display these. However, when a user goes to sign a document, click one radio button causes the other to be selected and vice-versa. Any ideas?

Sender does not need final completed copy

March 26, 2015 - 8:42am

Is there a way for the setup the work flow so the final completed copy does not go back to the sender/originator?  We have one document that after the last person signs, they are the person that maintains the completed copy.

Offline Signing through API sample code

March 25, 2015 - 2:05pm

Hi All,

 

I am trying to achieve offline signing using Docusign Api Offline Signing.

 

First please let me know how to enable allowOfflineSigning in the Dev Account through code and through direct clicks in the account level.

 

Secondly, Please let me know the sample request Body (Json / xml ) to Docusign to do the Offline Signing

Need to Provide a Copy of Signed Document

March 25, 2015 - 8:35am

We are having issues in which signers need copies of the documents after they have deleted all the emails from DocuSign.  Is there a way to send the document via DocuSign without requiring them to sign again and without creating a new envelope.  If we resend a new envelope we end up with duplicate copies in our document archival system.

 

-Willie Lewis

Form fields convert into DocuSign secure fields - Issue with Drop Down

March 24, 2015 - 10:15am

I would like to fist start off by stating that this is a current bug. Here is the bug id:
TRI-4424

 

Template Creation

Issue: Have a PDF with dropdowns in it. You have to make one of the dropdown values "-- Select --". When importing into DocuSign... whatever the default option is, get's burned to the document.  

 

 

ie.) Default option is "Choose a Type"  - (in Adobe you must select a value, there is no blank option)

2015-03-24 12_07_18.gif

 

When DocuSign converts my form fields into DocuSign Secure Fields, My default dropdown selection is burnt to the image causing my finished product to look like this...

 

2015-03-24 12_10_34.gif

 

Due to this I can't proceed in creation of my template. Unless I re-tag the whole document

(for us that's 90 pages worth)

 

can't click on bulk recipient icon

March 24, 2015 - 10:09am

Some reason today my templates no longer let me click on the icon for bulk recipient, yesterday i was able to click on the icon to load my csv file, now the icon does nothing when i click on it, anyone what is causing this? This happened to all of my templates. My IS Dept did not do any upgrades to my browser.

 

Mail body in spanish

March 24, 2015 - 9:57am

Hello, is it possible that the emails reach customers in Spanish?

Thanks.

can we rename the docusign buttons which already defined in Docusign page,

March 23, 2015 - 10:32am

Hi Team,

 

Can we rename the buttons on the DocuSign Envelop page

 

Eg:   I would like to rename "Select Recepient (s)" to "Edit & Add Recipients", I was trying to rename at the Custom label page, however I didn't get succeded

 

I need help on this.

 

 

 

 

Thanks

Prasad

 

API Questions - Prepopulate Fields? Conditional Formula? Retrieve/Read User Selection via API after Doc Completed

March 20, 2015 - 8:21pm
Hello 
 
I am horribly stuck and I am in need of assistance.
 
1. I need to create a Template that contains Marketing/Product/Sales information for the recipients.  
  • I did this via your online portal - Dev Sandbox.  No issues here.
2. This document will show recipient name, address, product offerings.  
  • How can I add recipient information to an existing template?  Similar to merge fields?
  • I do not see any labels or read-only tags/fields when I edit the template via your online portal.  
    • Maybe my account is not setup correctly for this feature?
  • If this is possible, what is the syntax for doing this via the API?
    • The documentation seems sparse on pre-filling the document.  I only see send existing document or template.  
    •  
3. In addition, it will allow them to make their selections using checkboxes.
  • Based on their selections, I need to sum up the totals.  Similar to a shopping cart.
  • I plan to use your formula tag/field.  However, to calculate the sum of the selected items, I need to dynamically check each item and only sum checked items.  How can this be done?  The below example should show $1500 within the Formula field.
  • Example - 
  • Product    | Price    | Check to Select
  • A bike       | $100    | Check [ ]  
  • A car         | $500    | Check [x]
  • A house    | $1000 | Check [x]
  • ----------------------------------------
  • Total: [<Formula field> $1500]
  • -----------------------------------------
4. Once the doc is signed, I need to obtain the signed doc and the extract the data/choices.
  • How can I extract/read the labels/field values via the API?
    • I need to retrieve the Products that were selected and the prices...
  • Again, the documentation does not seem to mention this.
 
Please assist,

Problem with completing form and sending

March 20, 2015 - 7:52am

I am having a problem with clients being able to complete the form and sending it back to us.  I decided to test this today, and I completed the entire form, and there is no send/complete button available.  I made sure every field is completed.  Is there a reason this is not working?  I can not seem to find the answer anywhere?

Blank signature line

March 18, 2015 - 12:58pm

How can a signee change their signature after adopting a signature. I think the signee did not actually adopt one because everytime he signs it is blank. PLEASE HELP this is driving me crazy. 

Getting this error: "The In Person Signing Host must be a valid and active DocuSign user"

March 18, 2015 - 12:48pm

We're integrating DS with SFDC and get this error when trying to do an in-person signing, both from the Salesforce Docusign envelope send screen or if we go into the tag screens and try to send from there.

 

Our recipients are set as follows:

 

Order                 Recipient                         Action

1                         Test Recipient                 Sign in Person

2                         <My Name>                     Sign in Person  

 

For myself, I have the Signer Type set as "Host in Person - Sign Now" and the Test Recipient as "Sign in Person".  However, when attempting to send, I get the SOAP error above. I've tried this from the DS tag screens as well and get the same error there. I am a valid and active admin user, so I'm at a loss to what's going on here. Any ideas?

Combine External Contract Envelope to Internal Document and route for signing

March 18, 2015 - 9:11am

I have a use case of needing 2 documents (1 external for customer signature) and 1 internal implementation sheet needing to arrive together at the final signer.  External contract gets a sales rep signature, then is routed to customer for signature.  Once that is executed, an implementation sheet is created which needs to accompany the previously signed document to the final signer.

 

Is there a combination of workflows or routing I can do to accomplish this?  The customer cannot see the 2nd implementation sheet (internal only).

 

The only way I know how to do is a manual step where the signed external contract is downloaded and both the implementation sheet and signed contract are uploaded into a 2nd signing process.

Can an envelope expire at a certain time?

March 18, 2015 - 6:07am

I need some envelopes to expire on the exact day they are sent.  Is there a way to have envelopes expire in hours or at a specific time?

changing the layout of the recipient email

March 18, 2015 - 1:29am

I have had many instances recently where my client has not read my message, as the docusign link appears at the top of the email they recieve, so they automatically click on that and don't read my message.  is there any way of changing the layout of the recipient email so that the message I am sending to them appears at the top of the email - or at least above the link to sign?

Send Email to internal user after document is signed

March 16, 2015 - 7:15am

I need to send an email to an internal user AFTER a document is signed.  This email needs to have a url link to a given page on our internal site.

 

How would I do this?

 

I was able to get close with envelopes and routing, but it required my internal user to approve the document before it was offcially signed.  I don't want that step.

 

btw, I am uploading the document through the DocuSign API

 

Vance

Reminders on Individual basis

March 13, 2015 - 11:56am

If this is not possible it would be a big benefit to be able to set reminders on individual signers, not just as a bulk auto remind.

 

I would like one person out of six not to be included in the bulk auto reminder.

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