Trying to set up a new employee on DocuSign, and they are missing the "New" dropdown to Send/Sign/Use a new template from their Home Page and Manage page

Posted 2 days ago  |    0   |    0   |  
Best answer chosen by Steve Wildblood
NA1 Feynman

In your admin console, go to the Users tab, click on the user with the problem, and note which permission set the user has.  Then, select the Permission Sets tab, click on that user's permission set, and select the USER PERMISSIONS tab.  Here, you might need to enable "Can send envelope" and select a different template sharing level in the Templates drop-down box.



Posted 2 days ago  | 1

Is there a way to resend the envelope to different email address using the rest api? Original envelope sent using 

/restapi/v2/accounts/{accountId}/envelopes

{

"status": "sent",

  "templateId": "bcaccf96-4a9d-45df-9bf2-11f16ca418cc",

    "templateRoles": [

    {

      "email": "test@test.com",

      "name": "test",

      "roleName": "Member"     

    }  ] }

 

/v2/accounts/{accountId}/envelopes/{envelopeId}?resend_envelope=true - Allows the resend but what is the format for sending it to different email?

 

Thanks!

Posted 2 days ago  |    0   |    0   |  
Best answer chosen by Ramesh B
Andrew McBride

Oh then you want to Correct the envelope. You can do this through an API Correct function, or you can simply log into DocuSign and do it from there using the DS console correct function. Either way works but most people go the console route because it doesn't usually make sense to write API code for a one-off Correction.

 

Hope this helps.



Posted 2 days ago  | 1

I cannot delete an imported template (x10). 

In the sandbox area, I have 3 accounts dev/smoke/uat. We have a website in place that starts of the signign process based on templates that live in each account, connecting via APIs. all working

 

As I progress from dev to smoke to UAT I export each template and import them into the next account from the saved zip file.

 

In the new account they dont appear in the "My template" folders but do in the "all templates" which seems odd

anyway as I import a new version it does not override but creates a new template. So when I try to delete the old. It all looks good and moves it to the "deleted" folder. 

However when I log out and in again. its back where it started "All Tempaltes"

 

I have manually created a template, logged out. logged in, deleted it, logged out, logged in and it works fine

So it seems to only be these imported templates. 

I'm thinking its to do with the different account thing.

 

Has anyone got any ideas??

 

 

 

Posted 3 days ago  |    0   |    0   |  
Best answer chosen by Amjid Qureshi
NA1 Feynman

If you go to your Admin Console, do you have the Custody Transfer option available in the left sidebar?  If so, as a workaround, you could try transferring the template to another user in the account and then have that user delete the template.  



Posted 2 days ago  | 2

User-added image

*2017 I-9 and W-4 updated

Posted a year ago  |    12   |    19   |  
Best answer chosen by DocuMarc ¯\_(ツ)_/¯
Tony Ezerskis

Hi, 

 

 I'm absolutely thrilled to have stumbled upon this thread as it's also perfect timing as we just started to work with our HR team for DocuSign use cases!  The concept of having pre-built templates for universal forms is also a fantastic idea as it will help clients to not have to reinvent the template!

Great job Marc and your team at DocuSign!



Posted a year ago  | 4

I have multiple email addresses (doesn't everyone?) and it seems silly to have to create a whole new account, and re-enter the signature and addresses et al just to get an email address added to my account.

Is there a mechanism to add an email address to an existing account, without changing the "login email" or (worse) creating a whole new account?

If not, is there a formal mechanism to add that feature request?

Posted 2 years ago  |    41   |    34   |  
Best answer chosen by Matthew Daniel
Marc
Thank you for everyone's feedback, 

I have updated your details to the report TRI-8517  for our development team. I'll try to monitor and update this thread, as they review the enhancement.

 


Posted a year ago  | 15