Hi I'm new here and finding this very complicated to send a document for signing. I'm trying to create a Powerform from a template to send to someone who in turn can send the document for many people to sign, am I correct in thinking that Powerfoms are the way to do this?

I get an error when trying to create a Powerform from a template, I get this error.

Cannot create a PowerForm from the selected template. Invalid template, the first recipient in the routing order must be a role recipient

What is a role? and where do I create one? so I can make a powerform to share the link

Thanks

Posted 6 hours ago  |     |    0   |    0   |  

I made a mock-up of a field trip permission slip and sent it to my superintendent.  We are excited to think that paper permission slips could go away thanks to DocuSign.

My question:  I want to create a template, tell each and every signer to sign either the English or Spanish version of the form (same place), and then send the same copy to a bunch of recipients.

Can I do this?  

Why I'm asking:  as I was setting up my demo for my administration, it looked like I had to define the signing location for *each* and *every* recipient.  That's a show-stopper for our utilization of DocuSign. 

Thanks!

Posted 4 months ago  |    0   |    1   |  
Best answer chosen by John Weisenfeld
NA1 Feynman

Yes.  Templates and Bulk Recipients should help here.  In a template, you can set up the tags just one time for a placeholder recipient.  To send to one recipient, you can start an envelope based on that template, fill in the recipient name and email, and send.  To send to multiple recipients, you can use the bulk send feature which allows you to upload a CSV file with names and email addresses of the recipients.  DocuSign generates a unique envelope for each recipient in the CSV.

 

https://support.docusign.com/en/guides/ndse-user-guide-create-a-bulk-send-recipient-list



Posted 4 months ago  | 1

Hello

I have several scenarios that I do not know how to cater for within DocuSign and would apprciate guidance:

1) I need to send a document to several recipients where only one of the recipients from the set needs to sign and when this is done the envelope is complete. e.g. as soon as 1 of the 5 board members sign the envelope can be considered complete.

2) I need to send a document to several recipients where only twoor more (a subset but not the full set) of the recipients from the set needs to sign and when this is done the envelope is complete. e.g. as soon as 3 of 5 board members sign the envelope can be considered complete.

Can this be accomplished? (Perhaps with Groups?)

Thank you for your guidance.

Lior

Posted a month ago  |     |    0   |    1   |  

We are performing sales services on behalf of a client (using SFDC). We would like to be able to send the prospective buyer a Docusign contract with concealed fields for credit card information and have that signed document go to the client, so that they may retrieve the concealed credit card information, and a copy back to us with that information concealed. We do not want to be able to have access to the credit card information in any way. Has anyone found a way to do this? Thanks in advance for your help.

Posted an hour ago  |     |    0   |    0   |  

Hello,

This is the second time that all of my Users have suddenly been in two groups (Everyone and Administrators).  Their Permission Profiles are all still set on "DS Sender" and they are all listed as such.  But their Groups include both Admin and Sender.  To correct the problem I have to go to over 200 profiles, individually, and change them first to "Viewer"-Save-Open-Change to "DS Sender"-Save.  It is a lot of work and I was wondering:

1. Is there an easier way to make this correction in bulk?

2. How did this happen?  Was it a setting that was mistakenly changed?  I really don't want this to happen again, lol.

 

Thank you in advance for any help!

Posted 5 hours ago  |     |    0   |    0   |