1. Is there a way to speed up the uploading process with the New Version of DocuSign?  The old version did not take this long....

2. Can I still switch back to the old version?  All the options I have seen currently suggested are not available.

 

Thank you for your help!  I am not sure I can keep using docusing if I cannot solve this issue.  I cannot spend this much time on one document. Thanks again!

Posted a day ago  |     |    0   |    0   |  

This is a Real Estate Transaction. I read the how to use multiple templates & merge roles.  It doesn't work for me. I have started a transaction that has 5 templates that I selected from my template library. There are 4 "Roles" being applied to this group of templates. Agent (myself -sender / signer name & email in place) Listing Broker (signer - name & email in place) Broker (should be listing Broker - blank name & email) and No Role, just Company Documents (cc only - copies go to an admin file).   It appears that each template assigned a new sigining order for the roles. ROLE Agent, listed once, SO#1. ROLE Listing Broker, listed twice, SO#"s 1 & 2. ROLE Broker, listed once, SO#2.  Company Documents, listed 5 times, SO#'s 1 & 3(4 times).

The instructions indicate that  the Email, the Name, the Role, and the Order  must all match. I ADDED the Listing Broker's name & email to the "Broker" role, no problem. I attempted to change the ROLE from "Broker" to "Listing Broker". My options were - "MORE": Add Access Authentication, or Add Private Message. "NEEDS TO SIGN": Neest to Sign, Receives a Copy, Needs to View, Specity Recipients, Allow to Edit, Update Recipients. I used UPDATE RECIPIENTS "to change the ROLE from Broker to Listing Broker. I received a warning pop-up indicating that the Broker Role had flags that would be deleted.  After clicking delete flags, I was able to click into the "Role Field" DELETE "Broker" & add "Listing Broker" There were NO instructions or messages guiding me to click the Role Field & make the changes manually.  So, all recipients are now matched. SO#1 Agent, 1 time. SO#2 Listing Broker, 3 times. SO#3 Company Documents, 5 times. Clicking "NEXT" to continue generates an ERROR POP-UP message "Each Recipient in the same signing order must be unique." So, at this point I am getting nowhere. Please advise.

Another question related to this same issue:

Using the instructions provided by DocuSign, I currently have templates ONLY of the various documents in the transaction. How would I load the ACTUAL Documents that these templates should be applied to, and still have the Roles & recipients property merged?

 

 

Posted a day ago  |     |    0   |    0   |  

This is probably a simple question, but once the final signer completes the signing process, I'd like the final signed copy to go back to the customer for their records.  Can this be done automatically?

Posted a day ago  |     |    0   |    0   |  

Why are signatures barely legible?

Posted a day ago  |     |    0   |    0   |  

I am new and overseas. Completely unsatisfied with this as all is automatized. My downloads have been partial or totally nonexisting. What's the problem?

Posted a day ago  |     |    0   |    0   |