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Sending Options and Features topics
Updated: 41 min 47 sec ago

Strikethrough Feature (Markup)

July 28, 2015 - 9:49am

Hi all,

 

Is there an easy way to strikethrough info on a document? I have read about the markup feature, but this doesn't seem to give the sender a way to strikethrough an item and have the receiver initial next to it.

 

For example, with real estate contracts, after we have come to an agreement on list price and terms, I need to go back to the original document, strikethrough the price/etc, and have the seller/buyer initial next to the changes.

 

I am used to Dotloop where they have the strikethrough button.

 

Markup seems to allow the receiver to markup the document, but it would be great for me to do it as some clients just want to sign and initial. I don't even seem to have the markup feature in my account for some reason.

 

Any help would be appreciated! I have messaged support but still can't seem to find a solution without having to draft up a whole new document or print out, cross out myself, and scan/upload.

Cc at step 2 receives email when document is completed.

July 28, 2015 - 6:33am

We are using a template that Cc's our order processing team after the customer signature (step 2) below. 

 

1. Customer Signature

2. Order Processing recieve a copy

3. Internal Signature

4. Customer recieves countersigned copy

 

They are also recieving the completed envelope at step 4. Is there a way to set it up so they only recieve the Cc at step 2?

Address Recipients want to be cc'd throughout singing process

July 27, 2015 - 12:15pm

We are using 'DocuSign for Salesforce' and using templates to help us with our contract routing process. Works great except users who are assinged with the "Address Recipients" role/action want to be copied via email at every step. 

 

Currently when they enter a customers email address and send out a contract, the salesperson does not know if the customer reviewed the document like the first sender in the process. The salesperson can go into Salesforce to look at the status but they perfer an email at every step.

 

Any ideas?

Sample.jpg

 

Can Additional Emails Notifications Be Receive before Completed Documents are signed?

July 24, 2015 - 2:16pm

I sent a document to be signed, but did not receive the original email. I am only receiving emails when documents are completed. 

 

How do I receive email notifications when a signer has a question? I copied myself and my firm's group email. 

 

 

Daughter Doe as attorney in fact for Parent Doe was NOT included when signed

July 8, 2015 - 2:50pm

Hi, 

I have a client that needed to sign for both of her parents as their power of attorney (I was told they need to put "Daughter Doe as attorney in fact for Parent Doe". She was confused about how to do docusign but in the end signed it and it appeared with her signature WITHOUT the "as attorney in fact for Parent Doe". 

 

I did put in the same email address twice so she could sign for both parents.  I also updated her in the address book so her name read: Daughter Doe as attorney in fact for Parent Doe.

 

It also looks like she signed it herself - so I do not know if she somehow got to another field to do that instead of adopting a signature.  She said when she opened the document it said; Daughter Doe as attorney in fact for Parent Doe. Is there anyway I can have it revert to that field after she has signed it? If not, what is the correct procedure as I have another client that also needs to sign for his parent.

 

Thanks for any and all help in advance!

 

Unlocking a document

July 6, 2015 - 7:50am

Can I 'unlock' a document, so a person I sent a copy too, can make changes?

Templates

July 2, 2015 - 11:49am

I was told by Support that Templates do not work in the New Experience View.  After I send a Template and try to use it again it loses the inserted fields for signature, date, etc.

 

I have to start all over with the document.  No help at all.

 

Does anyone else hav this problem?

Data Field Restrictions

July 1, 2015 - 11:00am

Is it possible to change the preferences of one data field to restrict the signer from entering duplicate data to a different data field? Example: We do not allow students to put their home address in the field of their high school address. This occurs sometimes when the student does not know their schools address.

.review document

June 30, 2015 - 10:46am

Received a document from third party that I needed to sign a referenced document. When I click on review document, it takes me to docusign. how do i log in so I can use my signature to sign this document

Sending from Box + Template Matching (Not working)

June 24, 2015 - 4:11pm

Hi all,

 

I'm trying to enable Template Matching when I send a Word Document from Box.com's web app.  Here's what I did (and why this is frustrating):

 

  1. Created a simple word doc signature page
  2. Uploaded to Docusign and built a template with it (signature routing, field locations, etc.)
  3. Used "DocuSign for Word" in that same doc to send for signature - this matched it against the template created, above, perfectly
  4. Then attempted to recreate this by sending that SAME document form the box.com web app (right-click the file in box.com > more actions > send with DocuSign)
  5. Template matching doesn't work :( 

Any ideas what I might be missing?  Is this simply not possible, and I'd need to re-create the signature routing and field placement everytime I wanted to send a form from Box?

 

Thanks for your help in advance!

Export of Address Book

June 24, 2015 - 2:46am

Hi all,

 

I would like to know if it is possible to export the Address Book of an account?

Thank you!

 

Audrey

Controlling access to Signer Attachments

June 23, 2015 - 11:59am

Hi,

 

I am looking for a way to limit which signers of an envelope (template) gets access to the signer attachments provided by the signers. Is there any way to have the attachments be hidden from recipients other than the one that added the attachment(s)?

 

The typical use case would be as follows:

 

The envelope (template) is sent to between 2 and 4 external recipients, and 1 internal. Signer Attachments would be added by the recipients in two specific signer roles (let's say Signer 1 and Signer 2). Signer 1 would always be present, but Signer 2 might not always be added. Signer 3 and Signer 4 (if added) should not be able to see attachments provided by Signer 1 or Signer 2. Perferably Signer 1 would not be able to see attachments provided by Signer 2 and vice versa either, but that's less important.

 

In addition, the attachments should not be available for the user that actually triggers the sending of the envelope (template), but needs to be visible for other internal users (one of which will be added as the last signer of the envelope).

 

Is there any good way to accomplish this? The envelopes are being sent via an external connection (Salesforce), so I'm thinking that there might be a way to accomplish this by automatically triggering a second envelope in parallell to "Signer 1" only and another one to "Signer 2" only - but even then I guess whatever attachments they add will be accessible by the user that sends it?

 

 

what kind of url should i give to connect with my application in docusign connect

June 23, 2015 - 3:43am
i am newbie to docusign . i want to get auto notifications when recipient signs . for that i have chosen docusign connect. i have given url like this(http://localhost:80/embeded/app.php). i am unable to connect to that . i am getting a error like exception cannot connect in my logs. please tell me how to connect . give me sample url and how can i convert parse xml that i got. please help me out.

Why is my custom Email Message not being sent with my emails through Salesforce?

June 17, 2015 - 3:38pm

Hello,

   I've recently signed up for the 'Salesforce for Docusign' and I'm having an issue with my custom email title and message not being sent with the document.

I'm looking to send the first image but Docusign insists on populating the field with the second image

It seems like I'm overlooking a very simple solution. Does anyone have any advice?

 

Thank you in advance!!

 

change "Fill-in", "Choose" tabs to "Review" when info has already been filled in

June 11, 2015 - 8:29am

Here's our business problem: more often than not, a main contact will fill out required information in a contract such as legal name, executive contact info (name, title, address, phone number), procurement contact info (name, address, phone number), type of organization (higher ed, industry, etc).  Sometimes they also have signing authority, but more often than not, they will pass the contract on to the right person in their organization for signature.

 

Once the customer signs, someone within our organization has to review and approve, and then the contract goes to our CFO for signature.

 

I have a powerform set up with 4 roles:

Main Customer Contact

Signing Authority (Customer)

Approver (Internal)

Signing Authority (Internal)

 

All 4 roles are set up as "signers", all 4 roles are "allowed to edit", "require initials", "require all" for all the custom fields.

 

Here's the issue.  The main contact goes in, fills out the info, all's good.

The Signing Authority (Customer) goes in and a) they have to step thru every single field and b) the yellow tabs on the side prompt them to "fill in", "choose" even though there is info already filled in.

 

I figure given all fields are editable and required, there is no way around the 2nd person in the workflow having to step thru each one of them.  Is there a way to change the yellow tab text to read "Review"?

 

Thanks,
Dana

 

Loss of Image Quality Signing Documents

June 8, 2015 - 4:43pm

Hello,

 

There is a significant loss of image picture quality in our PDF’s when a user is signing a document. To show this I have attached images:

 

  • Before signoff
  • During signoff (in docusigns preview screen, during the signoff stage)
  • After signoff

 

So after signoff, when I download the signed PDF all the images are fine. But when the signer is looking at the images  in the docusign “preview mode”, the image quality goes. My guess is that the software is just reducing the PDF size so the document loads faster. But this PDF was only 5 mb.

 

Is there a way to ensure sharp images  during the signoff stage?

 

Cheers

Christian

 

 

 

Before Signoff.png

 

 

During Signoff.png

 

 

 

After Signoff.png

 

Overlay a data field on text grids in base document

June 3, 2015 - 6:55pm

I have a PDF form that has an individual cell for every time a letter or digit needs to be entered (see screenshot)

textcell.png

Can anybody recommend any options for tagging this document, other than making a unique Data Field tag that overlays over each and every cell? (which would create a terrible UX and make reporting on returned forms difficult!)

 

 

In SharePoint, finished pdfs are not showing up in the Docusign Documents folder

June 2, 2015 - 6:07am

What are some of the reasons that a finished pdf would not show up in the Docusign Documents folder in the SharePoint library as expected?   Most of the time it works normally, but everynow and then, one wont show up.  I see no difference in the envelopes.    Any idea what could cause this?

Field values changing, and signatures appearing and disappearing in documents when sent?

May 28, 2015 - 10:55am

I am helping a realtor with what appears to be a rather unusual Docusign issue. She uses PDFs to put together her contract for signing, but when she sends the Docusign document to a client, values(numbers) in fields are changing, appearing to change on their own, and signatures are dissappearing. Multiple people in the office have witnessed these strange errors. 

 

My suspicion is that this issue relates to her using PDFs, and maybe the method she is using them, and maybe their form fields are somehow not interacting well with docusign fields and masks? Seems like that would be a widespread problem if it was though, and I couldn't find any info on this problem with Google. Anyway that's my suspicion as of now if that helps at all.

 

I hope to find informaton that will help to understand and diagnose the issue. I'll get additional data and info, screenshots, etc, as needed. 

 

Thanks for your help.

Bulk Send Workflow issue

May 27, 2015 - 4:26pm

Hi,

 

I have an envelope I'm trying to send, where the last recipient is a Bulk Recipient.

 

So the order goes:

1. Recipient 1

2. Recipient 2 (Director)

3. Recipient 3

4. Bulk Recipient

 

My bulk recipient csv has 10 people listed in it.

 

I would expect the following to occur:

  • The envelope is sent once to recipients 1-3.
  • The envelope then "splits" a sends to each of the bulk recipients

 

Instead, the following occurred:

  • The envelope was sent 10 times to Recipient 1
  • He declined each of them, as he didn't want the Director to have to complete the same thing 10 times as Recipient 2.

Is there a way I can achieve what I would expect to occur?

 

Thanks,

WB

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