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Sending Options and Features topics
Updated: 42 min 32 sec ago

Upload Excel Data to fit in Envelope Page Margin

April 22, 2015 - 5:03pm

 

How do you upload an Excel spreadsheet into an envelope, if the margins of the file are too wide.

I don't want some of the data to get cut off.  

 

How can I send 1 document to 20 persons but each person needs to sign it SEPARATELY?

April 22, 2015 - 6:10am
How can I send 1 document to 20 persons but each person needs to sign it SEPARATELY?
 
So one document with tags, that every person see the tags and that we receive one signed document of EACH person.
 
The help desk already informed me that I need to "classic view" and using "template" but even then it's not working. The signers see the document but need to add their signature on the same document.

Do not send final copies to recipients, envelope-level or sender-level setting?

April 20, 2015 - 8:35am

We have a document (we'll call it Document A) that must be signed by a number of parties, with none of the parties wanting to receive a final copy of the signed Document. A   Instead, a group e-mail address has been added as a CC as the last recipient.

 

It appears that individual users can turn off receiving a final copy of ALL documents by going to their own preferences, then selecting “Recipient Notifications”, and unchecking the “A document that I have signed is complete” checkbox.

 

However, users may want to receive final copies of other documents, just not Document A.

 

Is it possible, at the document-level or envelope-level, to specify not to send a final copy to recipients?  Failing that, is there a setting at the sender-level to specify not to send a final copy to recipients?

Can I generate a Signing URL...?

April 16, 2015 - 6:31pm

I have a document for a single person to sign, but I'd rather send them a long, descriptive, formatted email about the document from my email address.

 

Is it possible to generate a "Signing URL" that I can insert in a standard email which would direct the individual to the DocuSign signing experience when they click on it? (...rather than use the standard DocuSign-generated email?)

Could DocuSign merge multiple documents into a single PDF using API..?

April 16, 2015 - 3:36pm

Hi,

 

We have a business requirement to send multiple documents as a single PDF to a single user. Does Docusign help achieve this. If yes, could you please help me with the details on how to execute this.

 

Along with the above requirement, please clarify - after the recipient signs and sends back the document how are the documents received back from docusign. Would it be a single document or a merged document.

 

Please help.

 

Let me know shall you need any further information.

 

Thanks.

Bulk Send - how to auto-populate "Company"?

April 16, 2015 - 11:24am
I created a .csv file for bulk send with the following three headings: Name, Email, Company. The Name and Email work fine, however, the "Company" name does not auto-populate on the document. How can I get the company name auto-populated in the document? What is the correct heading to use in the .csv file? Thanks

Domains With @me.com, @icloud.com and @mac.com not receiving emails from Docusign

April 15, 2015 - 9:45am

Email addresses with these domains are not able to receive emails from docusign, any idea on how to fix this issue? or if there is any type of documentation on how to support???.....is there anything from the client side that could be done??

Pre Define Order and Docusign Signature Fields

April 14, 2015 - 4:06pm

Hi,

 

I have two questions:

 

1) is it possible to pre-designate the order of signature from a document?

 

2) Is it possible to pre-populate the docusign fields (i.e., signature, date, name, etc.) into a document so that I don't have to click and drag the applets over for every signature?

 

Thanks.

 

verification problem with the I9

April 11, 2015 - 12:21pm

I received the I9 verification form in my email to sign for my husbands application...I did't have the access code and I clicked the button stating I didn't have access code then my husband supplied me with it but the email page has now blocked my access and I dont know what to do...I need to verify his I9...help

AnySigner - How Do I Review Members of AnySigner Group?

April 11, 2015 - 10:26am

Let's say I setup an AnySigner User last month.  Now I want to go back and possibly make adjustments.

 

How do I review who was previously added to the AnySigner User?

 

I've reviewed the various documentation and don't see a clear cut answer for this.

 

Thanks,

Todd

Stop Sender from Editing Template from within an Envelope

April 10, 2015 - 12:25pm

IIs there a way to prevent DocuSign senders from making changes to the template once it is in an envelope? Users aren't allowed to make changes to the template itself, but once they create an envelope.. They can add tags and move existing tags around. Any way to prevent this? 

Pre-filled document showing as blank when I try to print it out after send

April 10, 2015 - 12:13pm

Does anyone know if this problem has been corrected?  We have to pre-fill certain parts of the document before it goes out and print it once it's Sent, but when we go to retrieve the document from the Sent folder, the information we completed is blank.  Help!

My lender wants me to get a wet signature on docusign consent to receive docs

April 10, 2015 - 12:00pm

I am a Mortgage Broker and the lender wants the client to wet sign a consent form from docusign stating they want to get electronic docs etc. The docusign customer service says they don't have such a form. Obviously they do but I can't seem to track it down on the site. Does anyone know of such a document that I can put in my loan packages.

 

 

Envelope creation by e-mail to drafts@docusign.net not working?

April 10, 2015 - 1:55am

Hi,


I once in a while use the option to create envelopes by sending an e-mail to drafts@docusign.net from the e-mail account associated with my DocuSign account. However this does not seem to have worked for some time - seems as if those e-mails/envelopes are never processed.

 

Am I the only one having problems with this feature?

 

Docusign Print Driver

April 8, 2015 - 9:17am

after printing a document using the print driver 2.0 -  the system opens docusign in  internet explorer.

 

How can I change the browser opened to be my computer default browswer, Google Chrome?

 

 

Reminders not available

April 7, 2015 - 3:26pm

I'm a brand new user. I've got a "Professional Subscription". 

 

Reminders are greyed out when I'm creating an envelope. 

I have set reminders for 3 days in the preferences, but they never send out. 

 

Are reminders available in my subscription? If not, which subscription do I need to be able to use reminders? 

Turning off reply-to email

April 7, 2015 - 2:50pm

Hi,

 

Is there a way to turn off the reply-to email when the document is sent via email?

 

Thanks,

 

Scott

Same document with mail merged information

April 7, 2015 - 2:16pm

Hi

 

I want to find out if this is possible,

 

I have a contract which is standard, but the contract uses a mail merge system to plug in the client information, so what i am asking is seeing as though the contract is the same all the time is it possible to build a template that saves the signing blocks etc but allows me to upload the new mail merged doc each time, im trying to save myself from having to place the signing blocks each time

 

thanks

Can a recipient see a voided document?

April 7, 2015 - 9:53am

Once you void a document, can a recipient still view the document you sent them?  

How do I change default behavior so only I (creator of envelope) get fully executed envelope back after all parties sign?

March 30, 2015 - 3:10pm

 

I don't want the system to send out the fully executed document to all parties.  I want to manually control that.

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