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Enchancement Requests!!

What's the best way to suggest enhancements/modifications to DocuSign? After having a great time at the Momentum Conference where people were taking lots of notes on suggestions for improvements, I realized that there isn't a clean way to go about it online. Sure you can submit a request to you Account rep, you can post to the Community, or you can open a new Support case. But none of these are really the best method. Community Thoughts on a better way? Any Enhancements that you'd like to add to DocuSign?


Allow a single point of contact to reassign forms for signatures

I'd like to be able to send an envelope containing 5 documents to a single point of contact and let the point of contact reassign the forms individually to people within their organization for signatures. Is this possible?

For example, the workflow might be:

Send envelope containing 5 documents to be signed to a single contact

The contact would then identify the correct recipients for each form in their organization and reassign each form to the correct recipient.

Each new recipient would receive the envelope with their assigned document to be signed. It's ok if they see all the documents in the envelope.

 

Let me know if more details are needed.

Thanks.

 


Any Tips for Uploading Documents?

 

I am new to DocuSign and sometimes when I upload files

  • I receive the error message “cannot be converted to .PDF” 
  • my web browser timesout and takes me back to the login screen
  • I'm missing data from a fillable .PDF after I upload  

Does anyone have any Tips to prevent these issues?


 


Template Library: W-4 & I-9 Forms

User-added image

 


2 signatures 1 email address

How do I handle signatures when husband and wife only have one email address.