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@kimstewart4022
2 жыл бұрын
Your videos are great as I am new to setting up docusign for my company. Is there a way to make check box create an X instead?
@Solusign
2 жыл бұрын
Hey Kim, checkboxes should make an X when they’re checked, this is the default behaviour so I’m not sure if I understand the question
@kimstewart4022
2 жыл бұрын
@@Solusign I'm sorry when I use the check box area it creates a check where as I need is to be an X for my ST-120 New York state forms. Is there a way to tell Docusign to create a X vs the checkmark? Thanks for any help you can give.
@Solusign
2 жыл бұрын
You could add a text field and put an X inside of it and make this conditional to whatever selection is made in the dropdown
@xIDidnDoItx
2 жыл бұрын
Is there a way to make it so that the recipient doesn’t have the word ‘optional’ or ‘required’ show up every time they hover over a text/check box? I’ve found that the documents we have it is made clear to the signer before they get it and the boxes pop up and get in the way all of the time. It is more of a distraction than a benefit.
@Solusign
2 жыл бұрын
Nope, sorry Justin. You can’t turn these off!
@tomasalejandrolunallamosas1550
3 жыл бұрын
Your videos are really useful. Can you please explain how to download signed documents faster specially when you have lots of them daily i think the view of the "Completed" field only allow you to see the newer ones
@Solusign
3 жыл бұрын
Very good idea! I’ll definitely create it soon!
@kathykifer2504
2 жыл бұрын
HI, I've been going thru your videos (which are great) and have talked to 2 Docusign support reps today. I believe my question is what someone below was trying to ask also......For my example, I am trying to send a contract to 3 different recipients. All the content in the contract needs to be seen by all 3 recipients. All my 3 recipients need to do is sign at the bottom. My question is.......When I am creating the contract and for instance adding a landlord name "Mary Smith".......do I have to add 3 text boxes (yellow, blue, lavender) with the words "Mary Smith" so that each of my recipients can see the name "Mary Smith"? I am told that is how I have to do it. It seems very time consuming and in some blanks in contracts, there is not enough room to replicate the info being typed in 3 times in 3 different boxes. I'm just very confused by this and would appreciate some insight. If you have a video of yours that you could send me to that shows how this is done, I would appreciate you directing me to it. Thanks!
@Solusign
2 жыл бұрын
Hello, you just need to add the field containing the name once and turn on the following setting in sending settings under you main settings page “: “when an envelope is sent, write the initial value of the field for all recipients”
@kathykifer2693
2 жыл бұрын
@@Solusign OMG! Thank YOU! I asked the support reps multiple times and told them that I just could not see having to type everything multiple times, just did not make sense. I told them that I never see anyone doing that in any video. So........everyone that I have been watching must have this set and not think to mention it when doing demos! Thanks again so much. I've got you and your videos bookmarked now :)
@FSBOVirginia
2 жыл бұрын
If you create a template in sandbox and test it and then want it to go live - how do i transfer it to my live docusign account? Thanks so much for the tutorials. Very Helpful.
@Solusign
2 жыл бұрын
I go through this in this video: How to Test DocuSign Envelopes for FREE Before Going Live
@oluwakoredeobagiri2284
2 жыл бұрын
Great video. I have been looking for a way to make the text field not to show the red borders when viewed by recipients. Is this possible with Docusign?
@Solusign
2 жыл бұрын
No it’s not. The red shows what fields required vs optiknsl
@orbiccachdigitalmarketing5865
2 жыл бұрын
The problem with DocuSign is the lack of document formatting and editing capabilities resulting in too much time jumping back & forth between Word and DocuSign. The final DocuSign layout is based on the original application used to create the uploaded document. This huge miss by DocuSign. Currently, There are better applications with more capabilities.
@Solusign
2 жыл бұрын
Yes, I agree, it’s something other apps do better. Their positioning is electronic signature service, not document editing which is annoying for certain use cases.
@scottbeattienet
3 жыл бұрын
I've been researhcing and not found anything, if I have a template (sent to multiples via a CSV import) and i recevied ~2000 reponses. Can I get the fields they fill in (one radio, one field if yes and a signature) back via a CSV?
@Solusign
3 жыл бұрын
I’m not sure I understand what you are after but you cannot export all the data after envelopes have been completed. You could have created an automation that pulls all envelope’s data in a CSV format but this needs to be set up before envelopes are completed. You can do this using Zapier and Google Sheets or Microsoft Online. This would have given you everything except the image of the signature which isn’t extractable
@scottbeattienet
3 жыл бұрын
@@Solusign do you ahve a video on automation setup?
@Solusign
3 жыл бұрын
Yes look for my video on docupilot
@loristivers8751
3 жыл бұрын
Is the sandbox account the same as the developer account? Using the link given the page goes to a developer account set up, no reference to sandbox. Thank you!
@Solusign
3 жыл бұрын
Yes a samdbox is a developer account.
@jerryloverin4023
2 жыл бұрын
Is there a way to may a custom field URL link "required" to be clicked before the document can be finished? Thank you for your time.
@Solusign
2 жыл бұрын
Hmmm not that I’m aware of! Why do you want do that?
@jerryloverin4023
2 жыл бұрын
@@Solusign Thank you for the reply. I'd like to refer clients to a payment site while they are in the middle of signing a document. Without the link being required, most likely they will skip right over it as most do in fields not required. Perhaps there's a simpler solution?
@Solusign
2 жыл бұрын
Yes can use DocuSign payments to capture payments directly from the envelope
@jerryloverin4023
2 жыл бұрын
@@Solusign Thank you. It seems I would need to upgrade to use the Power Form options or to capture payments in the envelope. I can add a payment portal URL to the “Signing Completed” field on the "In-Session Landing" page, but that’s as far as I can go with it. After signing, it doesn't bring me to the desired URL for payment. May have to upgrade?
@Solusign
2 жыл бұрын
I would 100% upgrade, anything under business pro isn’t that great.
@bleighty45
3 жыл бұрын
On a Windows 10 desktop, I do not find a link in the description for the cheat sheet.
@Solusign
3 жыл бұрын
Hello Bill, here it is: learn.solusign.com/docusign-cheat-sheet
@thevieweybrothers8960
2 жыл бұрын
Why cant my clients see my text on the documents I send them?
@Solusign
2 жыл бұрын
Probably because the fields aren’t assigned to them and whoever the fields are assigned to is signer after them in the signing order
@Markus-iq4sm
Жыл бұрын
I just hate DocuSign, it is so stupid peace of software - never works as expected
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