Currently the failed notification email that gets sent out to the receiver when the access code has been entered invalid more than 3 times has verbiage on the bottom that is generated by DocuSign and includes an "envelope ID" number that the member can use to enter into a DocuSign account (if the member is already signed up for one". Along with this email notification, we have included our orgs own verbiage stating the requirements of the access code however our members are thinking that the "envelope ID" number shown on the bottom of the email is the access code. Is there a way that the verbiage can me modified?

Posted 8 days ago  |    0   |    0   |  
Best answer chosen by Jessica Velez
NA1 Feynman

https://support.docusign.com/en/guides/docusign-email-resource-file-v1-1

Yes.  If you have branding and resource files for your account, you can modify the content of most emails by editing the email resource file.  In this file, search for some text that appears in the email (the more specific, the better) to locate the right email resource to edit.



Posted 7 days ago  | 2

I use docusign almost daily with clients that need to sign contracts. They almost never create an account. And occasionally someone messes up their signature, (maybe they signed their full name in an initial spot or something like that.) Is there no way for my clients to fix their signature without having to setup a new email address? that seems crazy! Seems like editing a saved signature should be the most basic function for a signing program!

Posted 28 days ago  |    3   |    1   |  
Best answer chosen by logan janzen
Cassandra Benson

I have the same problem and the answer "you need to let your signer contact DocuSign Support" is rediculous!!  



Posted 4 days ago  | 2

EMPLOYMENT OFFER LETTER

 

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Streamline the completion of HR forms from days to hours. 

Ready to give it a try? We've created pre-tagged templates
You can upload and send in minutes. 
 

 

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Click here to download the sample document.

 

Posted a year ago  |    0   |    0   |  
Best answer chosen by DocuMarc ¯\_(ツ)_/¯
DocuMarc ¯\_(ツ)_/¯

 

DOCUSIGN + TEMPLATES

 

Find Yourself sending out the same document over and over again?

Setup Templates!

 

Upload your document and pre-tag with placeholders, just once.

Then simply re-use over and over again for every new recipient.

Apply, Send, and Done.

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Learn more about Templates and how you can save time by creating your own.
 

 

 

User-added image ASK THE COMMUNITY 


Have a question about uploading or sending this template?

Are you using this template use case in your org?

Ask and connect with other members below. 

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Posted a year ago  | 0

I used to be able to rotate documents in the transaction room. Cannot find this option anymore???

Posted 2 years ago  |    0   |    3   |  
Best answer chosen by Janie Gagnon
DocuMarc ¯\_(ツ)_/¯

Welcome to the Community Todd, 

 

I believe everyone is remembering and referring to the Rotate buttons in the Tagging Toolbar, when sending a document in the Classic Experience. 

 

Rotate Page left 90o: Rotates the current page left 90o.
Rotate Page right 90o: Rotates the current page right 90o.

 

Learn more in our guide Working with the Tagging Toolbar

You can also use a PDF editor to edit your documents outside of DocuSign, before uploading. 

Here is an example - How to rotate a pdf file and save it permanently same way

 



Posted 2 years ago  | 0

I am a new subscriber.  I have sent several documents out for signatures.  how do I add time and date to their signatures?

 

Posted 2 years ago  |    1   |    9   |  
Best answer chosen by Lynden Polk
Andrew McBride

You can change the date and time format. It's just under the Document settings rather than the specific tag settings. Though this then becomes an account wide change. 
 

 

New Experience

Admin can Define the Document Settings and adjust the "Date Signed Format".

Please view the guide on Administer Your Account Guide. 

The steps are select

Go to Admin >> Signing and Sending >> Signing Settings >> Document Formatting >> Select Format 

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Classic Experience

It is under: Preferences >> Account Administration >> Features >> Sending and Signing >> Format for Date Signed (dropdown)

**Please note that this is an account wide setting that must be enabled  by your Account Admin. If you cannot view, then you may need to contact your Admin. 



Adding to Paul's answer. If your documents are already out for signature before you set the "Date Signed" Tag you can log into DocuSign and CORRECT THE ENVELOPE, to add those tags while the envelope is still in process. Any roles and their associated tags that have been completed when you login to correct cannot be changed.


The Certificate of Completion does contain the time-stamp of the signature as well as the date. This is created whenever an envelope is completed.

 

Hope this helps.

 

Andrew



Posted 2 years ago  | 3