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@flbirdman877 күн бұрын
Can documents save to Files versus Notes/Attachments?
@RealtorMarv7 күн бұрын
Very good video, Learned more here than their actual website. 😀
@Solusign11 күн бұрын
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@dmouskey113 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?
@el84oro14 күн бұрын
this was really helpful. it also helps to attempt to open a document and work along as you're describing
@Solusign19 күн бұрын
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@NickyKroeck-ug8ke19 күн бұрын
Hello, very helpful thanks! Will you upload the Docusign <> Zapier <> Hubspot for files to company integration? Thanks!
@stuartlevitt947620 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.
@nellitaroca354022 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?
@Solusign24 күн бұрын
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@donnad278926 күн бұрын
Wow, this is super helpful. It's both thorough and concise for beginners. Thank you!
@thefamousdjx27 күн бұрын
8:20 but your fields have moved here from where you placed them
@user-hyo124u01Ай бұрын
Can I create a sequential DocuSign approval flow using Power Automate?
@Solusign27 күн бұрын
Of course you can
@SolusignАй бұрын
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@ZeroHome-000Ай бұрын
Hello I tired to book a call and your calendar does not have any open slots. Can you please advise on next steps.
@SolusignАй бұрын
We reopen on January 7th :)
@Greyson7927Ай бұрын
Can you do the mail merge with an excel spreadsheet instead of using Google Sheets, Air Table, or Smart Sheets?
@SolusignАй бұрын
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@SakshiKumari-k1d6lАй бұрын
give some to link to access that db. pls explain in more depth
@TBizz-p8dАй бұрын
I can't find the list of custom fields u already created. Am I missing it 😊
@LeviLovelessАй 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?
@SolusignАй бұрын
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@TomSand19Ай бұрын
Can you do this across templates ?
@JG-wm6hhАй бұрын
can you do this using Zapier
@SolusignАй бұрын
Yes but you have to use code, not built it actions
@amirsoheili8271Ай бұрын
Wonderful video, love it. It would be great if the background music could be removed or have lower volume.
@SolusignАй бұрын
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@eamonbaker8457Ай 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
@eamonbaker8457Ай 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 !!
@eamonbaker8457Ай бұрын
Docusign is not Good !
@eamonbaker8457Ай бұрын
Cut the intro
@samuri2011Ай 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 ?
@SolusignАй бұрын
Im not sure why this would happen I haven never experienced it
@ThaChilean23Ай бұрын
Audio was bottoming out and skipping/jittering. Not trying to be hyper critical, but I couldn't complete the video with it.
@SolusignАй бұрын
Agree! Audio is terrible and we fixed it in the new videos!
@UniversalHuman7Ай бұрын
Great video my friend. Definitely helped in my decision making journey.
@SimuJohal-z8kАй бұрын
Can we send multiple templates to get sign from the users ??
@SolusignАй бұрын
Yes you can combine templates if you want!
@GIGI-vw4crАй 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?
@pamwurst1454Ай бұрын
Very helpful! Thank you!
@FSBOVirginiaАй бұрын
can you upload a template you have in docusign into docusign sandbox?
@lynchn-o9cАй 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?
@Solusign2 ай бұрын
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@rkentertainmentfactory65382 ай бұрын
Hi , How to add the receipts in docusign for Already docusign completed document?
@Solusign2 ай бұрын
You need to create a new envelope and upload the document already completed
@mouadlahrach54042 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?
@rutrapio19 күн бұрын
If I had to guess, I would say that's based on the Envelop ID.
@billwinch70432 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.
@billwinch70432 ай бұрын
I really found the video helpful though. A nice example. And I did get used to the music after a while :-)
@workdre2 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,
@Solusign2 ай бұрын
No this can work with Docusign business pro
@Solusign2 ай бұрын
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@fosdigitals2 ай бұрын
Excellent!
@stephanielawrence13742 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.
@newworldagency11792 ай бұрын
How do you reduce the size of a check box in docusign?
@jelleblok41332 ай бұрын
Thank You!
@Solusign2 ай бұрын
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@user-hyo124u0122 күн бұрын
Is this free service? I have a problem with Power Automate and DocuSign integration.