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Sending Options and Features topics
Updated: 6 min 17 sec ago

Attach an untagged PDF to envelope for recipient information

April 15, 2014 - 5:52pm

I have set up a tagged DocuSign template for use in DocuSign for Salesforce. It works.

 

I sometimes need to attach an information sheet and a handbook (both less than 250kb PDFs) through DS for SF. This is where I run into problems. I've tried attaching them from our server and get this:

  • Errors
  • Envelope could not be created.
  • Please contact DocuSign Support. Email to: service @ docusign.com.
  • Error: System.CalloutException: IO Exception: Read timed out
 
I've tried saving the PDFs to DocuSign as templates with no recipient/role and attach them that way through DS for SF. I get the same error ins DS for SF.
 
I've tried saving the PDFs to DocuSign as templates with the same receipeint/role as the template I use, but do not tag it and attach them that way through DS for SF. I get the same error ins DS for SF.
 
Anyone have any ideas? I am still in the testing phases and want to start using DS for SF soon.
There has to be away to add an attachment that does not require a signature.
 
Thank you.

2 signers, same address -- issue

April 4, 2014 - 8:49am

As of today, when I try to send a document to the same email with different recipients (signer 1 -- signer 2), DocuSign keeps overwriting my 2nd signer's name and transposing it back to the 1st signer's name. I've had this issue before and was able to manually add the 2nd signer's name in my address book with the same email, but that doesn't work now. Furthermore, I've also deleted both names from my address book, logged out, and logged back in and manually added them to my address book again -- no resolution. 

 

Any ideas? 

 

Daniel

Need help! Can't find! Proper real estate purchase agreement order....

April 2, 2014 - 12:21pm

Been working on setting up the correct order for a purchase agreement. I've created a blank Florida sales contract, uploaded it, and then placed both standard and custom fields where needed for both buyer/seller. 

 

Here's what I'm trying to accomplish and the parties involved as well as the current title in DocuSign: 

 

Buyer's agent (Sign): inputs all sales contract information to be sent to buyer 1 (and 2 if needed)

Buyer's broker (Manage envelope): needs to proof the sales contract BEFORE it gets sent to buyer 1

Buyers (Sign): initials/signs where needed; however, also has the ability to edit contract if needed

Seller's agent (Address Recipient): Inputs seller's email(s)

Sellers (Sign): initials/signs where needed; however, also has ability to edit contract if needed

Closing Coordinator (Receives Copy): Internal use only

 

The problems that I'm running into that I don't want: The Buyer's agent has to also initial if any changes have been made to the contract, which seems redundant and unnecessary. Also, any counter offers that flow back and forth between the buyer/seller do not seem to be communicated to the seller's agent. 

 

Does the seller's agent need to be added as a separate step to preview any counters? 

 

What's the normal order here? I've researched and keep coming to dead-ends. The who address, manage recipient, manage envelope is extremely unclear. 

 

I'm not the only realtor here, right? Surely, someone has done what I need before... 

 

HELP! 

 

Daniel 

813-672-8022 x 2

sending allowed with no signature tag

April 1, 2014 - 6:15pm

I used to get a popup if I sent an envelope that had no required signature tag.  Now I don't get one. In fact,  I can send a document with no tags at all.  What changed?  How do I get it back?

Adding a note confidentiality?

April 1, 2014 - 2:11pm

Am I correct in my understanding that, when adding a note (during the envelope creation process) to a specific signer, only that signer and anyone that signer re-assigns to will receive the note?

 

For instance, if I were to add a note to my company's signer that said, "Franklin- this is good- still 3.6% under goal," I would never want anyone cc:ed or anyone ultimately receiving the fully executed agreement to see this note (besides Franklin).

Check boxes in Features Greyed out??

March 31, 2014 - 9:56am

Hi,

 

I am trying to create multiple custome drow-down tags with different labels for each one so that they do not all autopopulate in a document when the first one is selected.  However there is no field in the Properties box (gear icon) to specify the Label.  After much searching and frustration, I found in the Features section of my preferences that there is an option "Enable Tag Data Label" .  I am assuming that once this is checked perhaps a Label field which I can edit will appear when creating new custom tags.  However this Feature check box is greyed out!!  As are a large number of other check boxes under Features.  Please tell me this is not some option that is unavailable to me.  Please help

 

 

Multiple email for different in-person signers of a single envelope.

March 26, 2014 - 1:49pm

I'm working on a project that relies on having the documents in the envelopes to be routinely signed by multiple in-person signers together at the same time. In other words, the in person signer host will get the email, hand the tablet to the first in-person signer and when that person is finished, hand it back to the host. When the host enters his password, it just goes to the DocuSign management dashboard and sends another email but this time for the next in-person signer.

 

Previously, DocuSign would just ask to hand the device to the next in-person signer w/o the need for a new email. I'm not sure if I changed something or DocuSign did.

 

Is there a way to get all in-person signers to get an opportunity to sign all documents in a single envelope with a single email from DocuSign?

Eliminate DocuSign ID card image from email

March 24, 2014 - 9:49am

In my use case, the sender is based on a group so we cannot place a person's image into the DocuSign business card.  I also do not want the default gray on gray person image to show on the email.  We thought of adding the company logo in this location, but we are already displaying it in the header.  I don't want any sender image at all to display in the email.  How can I accomplish this?  Please note that modification of the resource file is NOT an option.

Any Signer set up?

March 14, 2014 - 11:10am

So I have a situation where I need 2 people to complete an envelope but in case one of them is out I don’t want the process of the envelope to stop. I know that we cannot do a “if  someone is not here then go on to the next” with DS but I know that we could set up the “Any Signer” by going through an group email address. I just not sure on how to go about it. I have read the Any Signer Option start guide and I'm a little fuzzy on "Send a DS envelope with a signature tab for each member of the group.

 

-Thank you

Dana

add number "#" sign to email subject line in SFDC button code

February 18, 2014 - 12:57pm

i have a customer button in SFDC to send for esinature. When I add the # sign it bombs out. How do i handle the # sign in the JSENCODE ?

 

here is my current Subject line -

Email Subject var CES='{!JSENCODE(Opportunity.Account_Name_Docusign__c)} - Please eSign Agreement ({!Opportunity.Order_Number__c})';

 

I would add the # sign before writing out the order number.

How can I update the length of system timout

February 14, 2014 - 6:35am

I would like to lengthen the timeout feature.  Can that be done?

Documentation for Installing Send on Behalf Of

February 14, 2014 - 5:59am

Where can I find documentation related to the feature: Send on Behalf of?  I'm not a developer and I'd like to know if this feature can be completely installed by a non-developer/coder?

How to disable draw signature

February 11, 2014 - 12:03pm

I see that I can disable draw signature at the account level, but I do not want to do that.  I want to disable it either at the group level or via the SOAP API by envelope.  Is this possible?

Tags won't drop into my document

February 7, 2014 - 5:47pm

Help DocuSign Mac Users!!!  I'm running Mavericks (10.9.1)  My document loads fine however when I go to tag, the tag will not drop onto the document.  Nothing appears.  I've tried two macs (running different operating systems) and both have the same issue. I've tried three browsers (chrome, safari, firefox.)  Cleared my history (cache/cookies). All the same issues occur.  Ultimately I used my assistants pc to get the document out.  Has anyone had this experience? 

Creating the email

January 27, 2014 - 2:18pm

I cannot get the email created although i can sign the doc ument.  The problem only happens on my lap top.  it works fine on my Andoid phone.  What am I doing wrong?

I would like the recipient to see my Company Name and Not Docusign as the sender

January 27, 2014 - 12:59pm

Is it possible to remove Docusign as the sender and have the recipient see my Company name instead of Docusign.  Our account management team is concerned that clients seeing DocuSign as the sender is confusing so they would like our company name to appear as the send or an actual person from our company as the sender.  Is this possible?

thanks

Public CC List

January 22, 2014 - 3:41pm

We (the Legal Department) use DocuSign internally when we received a document from a third party.  So, the third party has already signed and we scan this into DocuSign and obtain internal signature.  Thereafter, when a document is fully-executed, we have DocuSign carbon copy the version to all relevant individuals - both at the counterparty and to our internal business team.  

 

We consistently receive a request from our business team to confirm who else received a copy of the document.   They ask whether they need to forward the document to their business contact.  As a result, we have to manually email our business team in each instance to let them know that it has been sent to the counterparty.

 

Is there a way for the carbon copied recipients to learn who else has been carbon copied?  Ideally, once the document is signed, 3-4 people would get the carbon copy of the final version (which is how we do things today) AND each individual would know who else was carbon copied.  Unfortunately, sending a DocuSign certificate is not sufficient (we cannot have this going to third parties because it shows our internal approvals which are held as confidential).

 

So as a bottom-line, it would be wonderful if others could provide some ideas....

Is email always required?

January 16, 2014 - 12:25am

New to docusign. I have made some test runs that include sending an envelope to a  "client" for signatures or sign in person when the email is sent to me as a host. Can I just grab some documents in front of a client and say sign here and then have only one recipient recieve the documents for processing ?

 

Specifically, I can create the document in Laser App and push it to docusign. Can i just pop open the document in docusign and say sign here or do I have to "send" it to someone first?

Change notification from name

January 15, 2014 - 4:06pm

Is it possible to have the notifications that come from Docusign when the recipient has signed the document have the recipient's name in the from name of the notification rather than the sender's name?

 

Thanks

I am trying to add the Add Bulk Recipient Button

January 10, 2014 - 7:21am

I do not have this button on my screen and need to know how to add it.

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