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@MattTenace
@MattTenace Күн бұрын
Great Presentation
@Solusign
@Solusign 6 күн бұрын
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@flbirdman87
@flbirdman87 7 күн бұрын
Can documents save to Files versus Notes/Attachments?
@RealtorMarv
@RealtorMarv 7 күн бұрын
Very good video, Learned more here than their actual website. 😀
@Solusign
@Solusign 11 күн бұрын
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@dmouskey1
@dmouskey1 13 күн бұрын
If I send an envelope with several people for signatures, when one signs can it void the other signatures out If I only need one person to sign?
@el84oro
@el84oro 14 күн бұрын
this was really helpful. it also helps to attempt to open a document and work along as you're describing
@Solusign
@Solusign 19 күн бұрын
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@NickyKroeck-ug8ke
@NickyKroeck-ug8ke 19 күн бұрын
Hello, very helpful thanks! Will you upload the Docusign <> Zapier <> Hubspot for files to company integration? Thanks!
@stuartlevitt9476
@stuartlevitt9476 20 күн бұрын
Hey Sofian. That was great even as it traveled in time over 3+ years. I was looking for how-tos on other stuff but came across your video and will certainly use it. Wondering if you can direct me to any videos you did for related how-tos for DocuSign which enable me to set up my lease packet templates which MAY have more than one tenant (say up to 4) for inputs, initialing and signing. I realize you guys are for-profit so not looking for you to dive into my project with specific answers - and I might call for help - but in terms of generic approach to a couple problems, what videos on KZbin you have published might be relevant to these two challenges I want to tackle. Thank you in advance! 1. I believe I require a custom field which will concatenate as such: "Tenant 1, Tenant 2, Tenant 3, Tenant 4” BUT if there are less than 4 tenants it will completely drop and not pay attention to the other tenants and the ‘comma’ that went before him. 2. Further, using the same logic, if there is no Tenant 4 and Tenant 3 (etc.) any required info would simply not show up when Tenants 1 and Tenants 2 get the envelope to sign. I have no issue creating custom field for things such as Apt#, Rent, LateFee, etc.
@nellitaroca3540
@nellitaroca3540 22 күн бұрын
What if i want my recipients to input their address and additional information? Do I just upload the Name and Email on the CSV file?
@Solusign
@Solusign 24 күн бұрын
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@donnad2789
@donnad2789 26 күн бұрын
Wow, this is super helpful. It's both thorough and concise for beginners. Thank you!
@thefamousdjx
@thefamousdjx 27 күн бұрын
8:20 but your fields have moved here from where you placed them
@user-hyo124u01
@user-hyo124u01 Ай бұрын
Can I create a sequential DocuSign approval flow using Power Automate?
@Solusign
@Solusign 27 күн бұрын
Of course you can
@Solusign
@Solusign Ай бұрын
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@ZeroHome-000
@ZeroHome-000 Ай бұрын
Hello I tired to book a call and your calendar does not have any open slots. Can you please advise on next steps.
@Solusign
@Solusign Ай бұрын
We reopen on January 7th :)
@Greyson7927
@Greyson7927 Ай бұрын
Can you do the mail merge with an excel spreadsheet instead of using Google Sheets, Air Table, or Smart Sheets?
@Solusign
@Solusign Ай бұрын
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@SakshiKumari-k1d6l
@SakshiKumari-k1d6l Ай бұрын
give some to link to access that db. pls explain in more depth
@TBizz-p8d
@TBizz-p8d Ай бұрын
I can't find the list of custom fields u already created. Am I missing it 😊
@LeviLoveless
@LeviLoveless Ай бұрын
Is there a way to directly upload the contract(s) i need complete to my website and have the client fill out all the data needed, then through an api have the form auto send to their email for signature?
@Solusign
@Solusign Ай бұрын
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@TomSand19
@TomSand19 Ай бұрын
Can you do this across templates ?
@JG-wm6hh
@JG-wm6hh Ай бұрын
can you do this using Zapier
@Solusign
@Solusign Ай бұрын
Yes but you have to use code, not built it actions
@amirsoheili8271
@amirsoheili8271 Ай бұрын
Wonderful video, love it. It would be great if the background music could be removed or have lower volume.
@Solusign
@Solusign Ай бұрын
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@eamonbaker8457
@eamonbaker8457 Ай бұрын
For you you add the field, then click you click send and it works . Send is not active for me Why? Please include troubleshooting information
@eamonbaker8457
@eamonbaker8457 Ай бұрын
I have added fields for entry by recipients in the document . There is nothing to tell me what to do next . Send is not active . I am disorientated !! HELP !! This is NOT easy software to use !!
@eamonbaker8457
@eamonbaker8457 Ай бұрын
Docusign is not Good !
@eamonbaker8457
@eamonbaker8457 Ай бұрын
Cut the intro
@samuri2011
@samuri2011 Ай бұрын
any idea why when you test out the form, it take you to the original document to scroll to the bottom to sign? instead of all on the same screen ?
@Solusign
@Solusign Ай бұрын
Im not sure why this would happen I haven never experienced it
@ThaChilean23
@ThaChilean23 Ай бұрын
Audio was bottoming out and skipping/jittering. Not trying to be hyper critical, but I couldn't complete the video with it.
@Solusign
@Solusign Ай бұрын
Agree! Audio is terrible and we fixed it in the new videos!
@UniversalHuman7
@UniversalHuman7 Ай бұрын
Great video my friend. Definitely helped in my decision making journey.
@SimuJohal-z8k
@SimuJohal-z8k Ай бұрын
Can we send multiple templates to get sign from the users ??
@Solusign
@Solusign Ай бұрын
Yes you can combine templates if you want!
@GIGI-vw4cr
@GIGI-vw4cr Ай бұрын
Can you point me to the video that shows what to do if you do not have the recipient's email to use with routing group?
@pamwurst1454
@pamwurst1454 Ай бұрын
Very helpful! Thank you!
@FSBOVirginia
@FSBOVirginia Ай бұрын
can you upload a template you have in docusign into docusign sandbox?
@lynchn-o9c
@lynchn-o9c Ай бұрын
this is for demo account only. i tried 30days for standard account but this option is not in the list. Then i created a demo account and there it is.. do you know what license to get to have this option? like in demo?
@Solusign
@Solusign 2 ай бұрын
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@rkentertainmentfactory6538
@rkentertainmentfactory6538 2 ай бұрын
Hi , How to add the receipts in docusign for Already docusign completed document?
@Solusign
@Solusign 2 ай бұрын
You need to create a new envelope and upload the document already completed
@mouadlahrach5404
@mouadlahrach5404 2 ай бұрын
Which Sharepoint Action you used for 'Find Candidate Record' and how the flow will look for the right candidate and update the Item to Completed?
@rutrapio
@rutrapio 19 күн бұрын
If I had to guess, I would say that's based on the Envelop ID.
@billwinch7043
@billwinch7043 2 ай бұрын
Is the noise/music in the background really a plus for the average person? For me at least, it's just a distraction to trying to learn what's going on. I believe our mind can only work on one thing at once.
@billwinch7043
@billwinch7043 2 ай бұрын
I really found the video helpful though. A nice example. And I did get used to the music after a while :-)
@workdre
@workdre 2 ай бұрын
Am I required to have a DocuSign Enterprise agreement for this to work (use custom fields)? My company will not pay for this level of DocuSign,
@Solusign
@Solusign 2 ай бұрын
No this can work with Docusign business pro
@Solusign
@Solusign 2 ай бұрын
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@fosdigitals
@fosdigitals 2 ай бұрын
Excellent!
@stephanielawrence1374
@stephanielawrence1374 2 ай бұрын
I don't understand what's Dicusign mean I had an accident and they send me some foams to sign and then they will send the foams to a lawyer is that related to this.
@newworldagency1179
@newworldagency1179 2 ай бұрын
How do you reduce the size of a check box in docusign?
@jelleblok4133
@jelleblok4133 2 ай бұрын
Thank You!
@Solusign
@Solusign 2 ай бұрын
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@user-hyo124u01
@user-hyo124u01 22 күн бұрын
Is this free service? I have a problem with Power Automate and DocuSign integration.