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.
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
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
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
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?
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.
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.
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?
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 -
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.
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.
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?
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.
When we click on the signature in signed PDF it takes us to the Docusign site. how to remove the hyper link from PDF?
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.
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?
The ID Check option might not be useful for recipients outside the United States. There is an additional fee for using this authentication check.
Can you please tell me the cost of the outside USA.
I have to set brand as per login user on docusign portal.
When login user forwards completed document from sent enevelop box, the email should contain the same brand setting instead of selecting from dropdown again
How do I let Clients Sign in Places on a doc without me specifying where ie on a Property Disclosure Stmt in Real Estate
I want to send a Property Disclosure Statement to clients and I want them to place multiple initals in boxes as they see fit in regards to the questions on the document. i.e I don't want to prechoose where they initial - how do I do that?
Is there a way to customize your email signatures when sending documents for signing?