{"id":8203,"date":"2025-06-24T14:36:03","date_gmt":"2025-06-24T14:36:03","guid":{"rendered":"https:\/\/www.digidemat.ro\/?page_id=8203"},"modified":"2025-06-26T11:31:37","modified_gmt":"2025-06-26T11:31:37","slug":"faq","status":"publish","type":"page","link":"https:\/\/www.digidemat.ro\/en\/faq\/","title":{"rendered":"FAQ"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row full_width=&#8221;stretch_row&#8221; overlay_background=&#8221;custom&#8221; overlay_opacity=&#8221;40&#8243; background_image=&#8221;8218&#8243;][vc_column][tm_spacer size=&#8221;sm:200;lg:250&#8243;][tm_heading tag=&#8221;h1&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text_color=&#8221;custom&#8221; custom_text_color=&#8221;#ffffff&#8221; text=&#8221;Frequently Asked Questions&#8221;][tm_spacer size=&#8221;sm:150;lg:200&#8243;][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=&#8221;sm:40;lg:50&#8243;][tm_heading tag=&#8221;h2&#8243; custom_google_font=&#8221;&#8221; google_fonts=&#8221;font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700&#8243; text=&#8221;Check our videos&#8221;][tm_spacer size=&#8221;sm:40;lg:50&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;Platform Overview&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/JfhvY_17T88?si=SrKzrsNU7tLQwa7i&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; google_fonts=&#8221;font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:300%20light%20regular%3A300%3Anormal&#8221; align=&#8221;center&#8221; text=&#8221;How to send an envelope&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/jBMlebWRTPA?si=iadQcXnzjDly7xG0&#8243; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; google_fonts=&#8221;font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:300%20light%20regular%3A300%3Anormal&#8221; align=&#8221;center&#8221; text=&#8221;How to create a template&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/xJD4tii8DJs?si=BGOSOunbOEsHTp3H&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; google_fonts=&#8221;font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:300%20light%20regular%3A300%3Anormal&#8221; align=&#8221;center&#8221; text=&#8221;How to use Bulk Send&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/pU84vzOBtTg?si=kZQCsEWmd6rh4Tab&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=&#8221;sm:40;lg:50&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;How to create a PowerForm&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/hKR4v-F9FmE?si=6byHAv0nVIhaoCOe&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;Use Document Visibility&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/KdT2ushsgo0?si=tbGPsBqaYGul7c5p&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;SalesForce &amp; Docusign&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/rXmhSgrQOK0?si=sEpyhoEfHptmgL5C&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;Google &amp; Docusign&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/L0uC0tXlWd4?si=ZczVFjWu_2K8zNs-&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=&#8221;sm:40;lg:60&#8243;][vc_tta_accordion active_section=&#8221;0&#8243; collapsible_all=&#8221;true&#8221; el_class=&#8221;cccccc&#8221; title=&#8221;Common Issues&#8221;][vc_tta_section title=&#8221;Welcome to Docusign&#8221; tab_id=&#8221;1750771118024-a416aeb1-fa0f&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p class=\"p\">Welcome to\u00a0<span class=\"ph\">Docusign<\/span>\u00a0eSignature, the leading e-signature solution.\u00a0<span class=\"ph\">Docusign<\/span>&#8216;s cloud-based platform helps over 1.5 million customers and a billion people in 180+ countries speed up business and simplify their lives.<\/p>\n<section id=\"ezn1578456259592__section_N10033_N10028_N10002\" class=\"section\">\n<p class=\"p\">Want to learn how to use\u00a0<span class=\"ph\">Docusign<\/span>? Check out these resources and more on the\u00a0<a class=\"xref finalized-state\" title=\"Get started with Docusign eSignature.\" href=\"https:\/\/support.docusign.com\/s\/document-item?bundleId=ulp1643236876813&amp;topicId=goo1706645596641.html&amp;_LANG=enus\" data-navpath=\"goo1706645596641.html\" data-bundleid=\"ulp1643236876813\" data-bundle-id=\"ulp1643236876813\" data-topic-id=\"goo1706645596641.html\">eSignature landing page<\/a>:<\/p>\n<ul class=\"ul\">\n<li class=\"li\"><a class=\"xref finalized-state\" title=\"Read about the signing experience and how the signer signs and completes your electronic signature transaction.\" href=\"https:\/\/support.docusign.com\/s\/document-item?bundleId=ulp1643236876813&amp;topicId=pah1578456451991.html&amp;_LANG=enus\" data-navpath=\"pah1578456451991.html\" data-bundleid=\"ulp1643236876813\" data-bundle-id=\"ulp1643236876813\" data-topic-id=\"pah1578456451991.html\">The Signing Experience<\/a><\/li>\n<li class=\"li\"><a class=\"xref finalized-state\" title=\"Read about how to send documents for signature.\" href=\"https:\/\/support.docusign.com\/s\/document-item?bundleId=ulp1643236876813&amp;topicId=lak1578456412477.html&amp;_LANG=enus\" data-navpath=\"lak1578456412477.html\" data-bundleid=\"ulp1643236876813\" data-bundle-id=\"ulp1643236876813\" data-topic-id=\"lak1578456412477.html\">Send Documents for Signature<\/a><\/li>\n<li class=\"li\"><a class=\"xref finalized-state\" href=\"https:\/\/support.docusign.com\/s\/articles\/Prepare-and-Sign-a-Document\" target=\"_blank\" rel=\"external noopener\">Sign a Document Yourself<\/a><\/li>\n<li class=\"li\"><a class=\"xref finalized-state\" href=\"https:\/\/support.docusign.com\/s\/articles\/Create-Template-DocuSign-eSignature-Video\" target=\"_blank\" rel=\"external noopener\">Create Templates<\/a><\/li>\n<\/ul>\n<\/section>\n<section id=\"ezn1578456259592__section_N10096_N10028_N10002\" class=\"section\">\n<p class=\"p\">Here are some other resources to help you:<\/p>\n<ul class=\"ul\">\n<li class=\"li\"><strong class=\"ph b\">Contact Support<\/strong>: Need help with an account issue? Visit Docusign&#8217;s <a class=\"xref finalized-state\" href=\"https:\/\/support.docusign.com\/s\/contactSupport?language=en_US\" target=\"_blank\" rel=\"external noopener\">Support<\/a>\u00a0page for options to reach Customer Support.<\/li>\n<li class=\"li\"><strong class=\"ph b\"><span class=\"ph\">Docusign<\/span>\u00a0Community<\/strong>: Visit the\u00a0<a class=\"xref finalized-state\" href=\"https:\/\/support.docusign.com\/s\/community?language=en_US\" target=\"_blank\" rel=\"external noopener\">Docusign Community<\/a>, connect with other users, and share leading practices.<\/li>\n<\/ul>\n<\/section>\n<p>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to sign a document&#8221; tab_id=&#8221;1750750066490-342df797-606d&#8221;][vc_column_text css=&#8221;&#8221;]When someone sends you a Docusign document for your electronic signature, you first receive an email from Docusign sent on behalf of the sender. You&#8217;ll then need to open the document, review it, and provide your electronic signature.<\/p>\n<p><strong>If you have quesions or issues with your document<\/strong>, the sender can help you with most scenarios. You can contact the sender by replying to the Docusign email notification you received.<\/p>\n<h5><span style=\"text-decoration: underline;\"><strong>Sign a document sent to you via email<\/strong><\/span><\/h5>\n<p>To begin:<\/p>\n<ol class=\"process\">\n<li>Open the email and select<strong>\u00a0REVIEW DOCUMENT<\/strong>.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka88Z0000010x1P&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IUbo\" alt=\"Review document.jpg\" width=\"486\" height=\"438\" \/><br \/>\n<span style=\"color: #f8f8f8;\">a<\/span><\/li>\n<li>Select<b><b>\u00a0CONTINUE.<\/b><\/b><br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka88Z0000010x1P&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IUcI\" alt=\"CONTINUE.jpg\" width=\"662\" height=\"102\" \/><br \/>\n<span style=\"color: #f8f8f8;\">a<\/span><\/li>\n<li><b>Review\u00a0<\/b>the<b>\u00a0<\/b>document<b>\u00a0<\/b>and<b>\u00a0sign<\/b>:\n<ul>\n<li>Review the documents by scrolling or using the page thumbnails in the right-hand navigation pane.<\/li>\n<li>When you&#8217;re ready to sign, select the yellow\u00a0<strong>START\u00a0<\/strong>tag on the left to begin.<\/li>\n<li>Select the\u00a0<strong>Sign<\/strong> icon to add your signature.<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka88Z0000010x1P&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IUcX\" alt=\"Image 7-12-24 at 11.12\u202fAM.jpeg\" \/><span style=\"color: #f8f8f8;\">a<\/span><\/li>\n<\/ul>\n<\/li>\n<li>When you finish selecting all signature tags in the document, confirm signing by selecting\u00a0<strong>FINISH\u00a0<\/strong>at the top or bottom of the page<strong><strong>.<\/strong><\/strong><strong><br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka88Z0000010x1P&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IUcr\" alt=\"FINISH.jpg\" width=\"773\" height=\"104\" \/><\/strong><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h5><a id=\"account\" target=\"_blank\"><\/a><span style=\"text-decoration: underline;\"><strong>Sign a document from your account<\/strong><\/span><\/h5>\n<p>To sign a document from within your Docusign account:<\/p>\n<ol>\n<li>Navigate to the\u00a0<strong>Agreements<\/strong>\u00a0tab &gt; select\u00a0<strong>Action Required<\/strong>.<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka88Z0000010x1P&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IjAE\" \/><br \/>\n<span style=\"color: #f8f8f8;\">a<\/span><\/li>\n<li>Select\u00a0<strong>SIGN<\/strong>\u00a0next to the document you wish to review.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka88Z0000010x1P&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IjAJ\" width=\"396\" height=\"92\" \/><span style=\"color: #f8f8f8;\">a<br \/>\na<\/span><\/li>\n<li>Review the document and select\u00a0<strong>Continue<\/strong>.<b><b><br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka88Z0000010x1P&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IUcI\" alt=\"CONTINUE.jpg\" width=\"610\" height=\"94\" \/><br \/>\n<span style=\"color: #f8f8f8;\">a<\/span><br \/>\n<\/b><\/b><\/li>\n<li>Once finished signing, select\u00a0<strong>Finish<\/strong>.<strong><br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka88Z0000010x1P&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IUcr\" alt=\"FINISH.jpg\" width=\"602\" height=\"81\" \/><\/strong><\/li>\n<\/ol>\n<p>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How do I reset my Docusign password&#8221; tab_id=&#8221;1750750121189-f572f5f5-a309&#8243;][vc_column_text css=&#8221;&#8221;]To reset your password:<\/p>\n<ol>\n<li>Visit\u00a0<a href=\"https:\/\/account.docusign.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/account.docusign.com<\/a>.<\/li>\n<li>Type your email address and select\u00a0<b>NEXT<\/b>. (If your browser fills in your password automatically,\u00a0<a href=\"https:\/\/support.docusign.com\/s\/articles\/How-do-I-clear-the-Cache-and-Cookies-in-my-Browser?language=en_US\" target=\"_blank\" rel=\"noopener\">delete the stored password<\/a>\u00a0and re-enter it.)<\/li>\n<\/ol>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001qESv&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000007hZyO\" alt=\"Log in to Docusign\" width=\"493\" height=\"400\" \/><\/div>\n<div>\n<ol start=\"3\">\n<li>Select\u00a0<b>Reset password<\/b>.<\/li>\n<\/ol>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001qESv&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000005rNEO\" alt=\"Select Reset password\" width=\"488\" height=\"382\" \/><\/p>\n<ol start=\"4\">\n<li>Check your email inbox for a verification code.\u00a0<a href=\"https:\/\/support.docusign.com\/s\/articles\/Why-haven-t-I-received-an-email-verification-code?language=en_US\" target=\"_blank\" rel=\"noopener\">If you did not receive the code<\/a>, check your Spam or Junk folders.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001qESv&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000007hZyx\" alt=\"Email with verification code\" width=\"497\" height=\"264\" \/><\/p>\n<ol start=\"5\">\n<li>Type the Docusign verification code from your email into the verification code field in your browser and select\u00a0<strong>Verify<\/strong>.<\/li>\n<\/ol>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001qESv&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000007hZzC\" alt=\"Enter Verification Code\" width=\"497\" height=\"515\" \/><\/div>\n<ol start=\"6\">\n<li>If you have several users associated with this email address, you&#8217;ll be prompted to select the user for whom you want to reset your password.\u00a0<strong>Select your user.<\/strong><\/li>\n<\/ol>\n<div><img decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001qESv&amp;feoid=00N1W000003HFev&amp;refid=0EM1W00000147B2\" alt=\"Select a User\" \/><\/div>\n<ol start=\"7\">\n<li>Enter the answer to your account security question &gt;\u00a0<b>CONTINUE<\/b>. The answer to your security question is case-sensitive.<\/li>\n<\/ol>\n<div><img decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001qESv&amp;feoid=00N1W000003HFev&amp;refid=0EM1W00000146vb\" alt=\"Enter security question\" \/><\/div>\n<ol start=\"8\">\n<li>You are now ready to update\/change your Docusign password:<\/li>\n<\/ol>\n<ul>\n<li>Review your password requirements.<\/li>\n<li>Type your new password<\/li>\n<li>Select a security question, and type your\u00a0answer (the answer is case-sensitive).<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001qESv&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000007hZzg\" alt=\"Enter new password\" width=\"364\" height=\"499\" \/><\/div>\n<ol start=\"9\">\n<li>Select\u00a0<b>SAVE<\/b>.<\/li>\n<li>Your password has been successfully updated.<\/li>\n<\/ol>\n<p>You can now log into Docusign using your new credentials.\u00a0<b>Note:<\/b>\u00a0If you still have trouble accessing the right account, you may need to perform another password reset, and select a different user.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to search for Envelopes&#8221; tab_id=&#8221;1750764117889-0ea1c401-37c8&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p class=\"p\">The Search box at the top of your\u00a0<span class=\"keyword wintitle\">Agreements<\/span>\u00a0page searches for matches to the following envelope data:<\/p>\n<ul id=\"veh1578456417384__ul_v5n_g3f_4cc\" class=\"ul\">\n<li class=\"li\">envelope name<\/li>\n<li class=\"li\">sender and recipient names<\/li>\n<li class=\"li\">recipient email<\/li>\n<li class=\"li\">envelope ID<\/li>\n<\/ul>\n<p class=\"p\">If you select the advanced search option to include envelope custom fields, your search includes matches to:<\/p>\n<ul id=\"veh1578456417384__ul_vbl_n3f_4cc\" class=\"ul\">\n<li class=\"li\"><a class=\"xref crosspub finalized-state\" href=\"https:\/\/support.docusign.com\/s\/document-item?bundleId=gbo1643332197980&amp;topicId=ywu1578456351241.html\" target=\"_self\" rel=\"external noopener\" data-bundle-id=\"gbo1643332197980\" data-topic-id=\"ywu1578456351241.html\">Envelope Custom Fields<\/a><\/li>\n<li class=\"li\"><a class=\"xref crosspub finalized-state\" href=\"https:\/\/support.docusign.com\/s\/document-item?bundleId=gbo1643332197980&amp;topicId=tvp1724803837658.html\" target=\"_self\" rel=\"external noopener\" data-bundle-id=\"gbo1643332197980\" data-topic-id=\"tvp1724803837658.html\">Envelope Type<\/a><\/li>\n<\/ul>\n<p class=\"p\">You can focus your search on an envelopes collection (Inbox, Sent, Drafts, Deleted, Bulk Send, or PowerForms), your quick views, or a single folder. All searches are treated as wildcard searches unless you enter your search term in quotation marks. For example,\u00a0<span class=\"keyword\">@gmail.com<\/span>\u00a0would return all envelopes with a recipient with a Gmail address. For exact matches, enter your search term in quotation marks.<\/p>\n<p class=\"p\">Your search term remains in effect as you select different categories. To reset your list, clear the search term from the search box.<\/p>\n<ul class=\"ul\">\n<li class=\"li\"><span class=\"ph uicontrol\">Search an envelopes collection<\/span>\u00a0\u2014 Select\u00a0<span class=\"ph uicontrol\">Inbox<\/span>,\u00a0<span class=\"ph uicontrol\">Sent<\/span>,\u00a0<span class=\"ph uicontrol\">Drafts<\/span>,\u00a0<span class=\"ph uicontrol\">Deleted<\/span>,\u00a0<span class=\"ph uicontrol\">Bulk Send<\/span>, or\u00a0<span class=\"ph uicontrol\">PowerForms<\/span>. Then enter your search term in the search box at the top of the page. If you selected Inbox or Sent, the search also return results in your folders. In the results, if the envelope is filed in a folder, the folder is listed.\n<p class=\"p\">As an example, here is a search of Sent envelopes and all folders for envelopes sent to or from &#8220;abby&#8221;; some of the envelopes are filed in folders:<\/p>\n<figure id=\"veh1578456417384__fig_N1003E_N1002D_N1002A_N1001D_N10019_N10002\" class=\"fig fignone\"><img decoding=\"async\" class=\"image\" tabindex=\"0\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/oeq1643226594604\/page\/searchexample.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjQyNDYsInNoZWFmIjoib2VxMTY0MzIyNjU5NDYwNCJ9.dFmKaDjjpvsINz3opObbKTCxtQFRPcqHpDRilixsyow&amp;_LANG=enus\" \/><\/figure>\n<p class=\"p\">These results are by defaulted filtered for activity from the last six months. To get more results, you can use the\u00a0<a class=\"xref finalized-state\" href=\"https:\/\/support.docusign.com\/s\/document-item?bundleId=oeq1643226594604&amp;topicId=qde1578456416700.html&amp;_LANG=enus\" data-navpath=\"qde1578456416700.html\" data-bundleid=\"oeq1643226594604\" data-bundle-id=\"oeq1643226594604\" data-topic-id=\"qde1578456416700.html\">Filters method<\/a>, and set the date filter criteria to search across a broader date range.<\/p>\n<\/li>\n<\/ul>\n<ul class=\"ul\">\n<li class=\"li\"><span class=\"ph uicontrol\">Limit results to a single folder<\/span>\u00a0\u2014 Select the folder you want to search from your folder list, and then enter your search term in the\u00a0<span class=\"ph uicontrol\">Search Folders\u00a0<\/span>box. The search is restricted to the selected folder; any sub-folders are not included in the search.<\/li>\n<li class=\"li\"><span class=\"ph uicontrol\">Search by envelope ID<\/span>\u00a0&#8211; Select your\u00a0<span class=\"ph uicontrol\">Inbox<\/span>, then enter the complete envelope ID in the\u00a0<span class=\"ph uicontrol\">Search Inbox and Folders<\/span>\u00a0box at the top of your Manage page.<\/li>\n<li class=\"li\"><span class=\"ph uicontrol\">Search envelope custom field values<\/span>\u00a0&#8211; Enter your search term, open filters, and select\u00a0<span class=\"ph menucascade\"><span class=\"ph uicontrol\">Advanced search<\/span><abbr>\u00a0&gt;\u00a0<\/abbr><span class=\"ph uicontrol\">Include envelope custom fields<\/span><\/span>. Only exact matches are returned.<\/li>\n<li class=\"li\"><strong class=\"ph b\">Search envelope type values<\/strong>\u00a0&#8211; Select your\u00a0<span class=\"ph uicontrol\">Sent<\/span>\u00a0envelopes. Enter any portion of the envelope type value. For the envelope type &#8220;Other&#8221;, you can search by that term or the custom value entered.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How can I find an envelope in my account using the envelope ID&#8221; tab_id=&#8221;1750764543264-b03d7046-a5ec&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h5>Issue<\/h5>\n<p>You want to find a Docusign envelope in your eSignature account and have a large number of envelopes to search.<\/p>\n<p><strong>Note:\u00a0<\/strong>For this solution, you will need the envelope ID of the envelope you&#8217;re trying to locate.<\/p>\n<h5>Solution<\/h5>\n<p>To search for your envelope:<\/p>\n<ol>\n<li>Log in to your Docusign account.<\/li>\n<li>Select the\u00a0<strong>Agreements\u00a0<\/strong>tab.<\/li>\n<li>Select the\u00a0<b>Inbox\u00a0<\/b>or<b>\u00a0Sent\u00a0<\/b>folder, depending on whether you sent or received the envelope.<\/li>\n<li>Enter the complete envelope ID in the\u00a0<b>Search\u00a0<\/b>field at the top of your envelopes list.<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka88Z0000010xBY&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008I3mu\" alt=\"Search agreements.jpg\" width=\"657\" height=\"522\" \/><\/li>\n<li>Optionally change the search filter to search\u00a0<b>All\u00a0<\/b>dates.<\/li>\n<li>Press\u00a0<b>Enter<\/b>.<\/li>\n<\/ol>\n<p>Alternatively, follow these steps:<\/p>\n<ol>\n<li>Log in to your Docusign account.<\/li>\n<li>In your web browser, paste your envelope ID at the end of the following URL:\u00a0&lt;https:\/\/apps.docusign.com\/send\/documents\/details\/<strong>[ENVELOPE ID]<\/strong>&gt;<\/li>\n<li>Press\u00a0<strong>Enter<\/strong>.<\/li>\n<\/ol>\n<div>\n<h5>Related questions<br \/>\n<span style=\"color: #f8f8f8;\">a<\/span><\/h5>\n<\/div>\n<div>\n<p><strong>What if I&#8217;m not sure the ID is correct?<\/strong><br \/>\nMake sure the structure of the ID is correct. It is a 32-digit GUID with 4 dashes, as shown here: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxx.<\/p>\n<p><strong>What if I know the ID is correct but I get no results?<\/strong><br \/>\nYou may not be the sender or the recipient of the envelope and the envelope is not shared with you.<\/p>\n<p><strong>What if I get no results but I know the envelope was sent from my account?<\/strong><br \/>\nAsk an account administrator to run an envelope report that exposes relevant data, such as a sender, recipient list, or subject line, and the envelope ID. If you are an administrator, run an Envelope Report that includes the Envelope ID column, download the results to CSV, and search the CSV for the envelope ID. If the envelope ID is not found in the CSV, it was not sent from this Docusign account, or the report\u2019s date range does not include this envelope.<\/p>\n<\/div>\n<p>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to manage email notifications&#8221; tab_id=&#8221;1750764794480-b36d00e5-d9a0&#8243;][vc_column_text css=&#8221;&#8221;]Docusign provides email notifications to senders and recipients for many different reasons. By default, all notifications are turned on automatically.<\/p>\n<h5><a id=\"Manage\" target=\"_blank\"><\/a>Manage notifications<\/h5>\n<p>To manage notifications:<\/p>\n<ol>\n<li>Log into your\u00a0<a href=\"https:\/\/account.docusign.com\/\" target=\"_blank\" rel=\"noopener\">Docusign Account<\/a>.<\/li>\n<li>Select your user icon in the top-right corner and select\u00a0<b>My Preferences<\/b><\/li>\n<\/ol>\n<p><b>\u00a0 \u00a0 \u00a0 \u00a0<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001XVR3&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008Hp5D\" alt=\"An image showing the menu that appears when you select your user icon. The My Preferences selection appears in this menu.\" width=\"275\" height=\"420\" \/>\u00a0\u00a0<\/b><\/p>\n<ol start=\"3\">\n<li>Beneath<b>\u00a0SIGNING AND SENDING\u00a0<\/b>select<b>\u00a0Notifications<\/b>.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001XVR3&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IKwI\" alt=\"A screenshot highlighting the notifications selection in the left-hand navigation.\" width=\"500\" height=\"372\" \/><\/p>\n<ol start=\"4\">\n<li>To the right, you&#8217;ll notice all are turned on by default. Uncheck the box for any notification that you do not want to receive and select\u00a0<b>SAVE<\/b>. Selections can be modified for both Sending Notifications and Recipient Notifications.<\/li>\n<\/ol>\n<p>Your notification preferences are updated and changes will be applied to all future envelopes.<\/p>\n<h5><a id=\"Receive\" target=\"_blank\"><\/a>Change when you receive a notification<\/h5>\n<p><strong>To change what notifications are sent to you<\/strong>\u00a0as a recipient:<\/p>\n<ol>\n<li>Follow the steps above to navigate to your account\u00a0<strong>Notifications<\/strong>.<\/li>\n<li>Scroll down to the\u00a0<strong>Recipient<\/strong>\u00a0<strong>Notifications<\/strong>\u00a0section.<\/li>\n<li>Uncheck any notification (email) you wish to no longer receive.<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001XVR3&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IKwm\" alt=\"A screenshot of Recipient Notification options, which can be selected or deselected.\" width=\"364\" height=\"566\" \/><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h5><a id=\"Send\" target=\"_blank\"><\/a>Change when you send a notification<\/h5>\n<p><strong>To change what notifications are sent from your account<\/strong>\u00a0as a sender:<\/p>\n<ol>\n<li>Follow the steps above to navigate to your account\u00a0<strong>Notifications<\/strong>.<\/li>\n<li>Refer to the\u00a0<strong>Sending<\/strong>\u00a0<strong>Notifications<\/strong>\u00a0section to your right.<\/li>\n<li>Uncheck any notification (email) you wish to no longer receive.<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.docusign.com\/servlet\/rtaImage?eid=ka8Ub000001XVR3&amp;feoid=00N1W000003HFev&amp;refid=0EM8Z000008IKwI\" alt=\"A screenshot of the Sending Notification options, which can be selected or deselected.\" width=\"500\" height=\"372\" \/><\/li>\n<\/ol>\n<p><strong>Note:\u00a0<\/strong>Account administrators can define default notification preferences for all new users. For more information, review the\u00a0<a href=\"https:\/\/support.docusign.com\/s\/document-item?bundleId=pik1583277475390&amp;topicId=uqh1583277442597.html\" target=\"_blank\" rel=\"noopener\">Email Preferences guide<\/a>.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How do I change my signature&#8221; tab_id=&#8221;1750765490770-d0160e15-96e4&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<div class=\"body taskbody\">\n<section id=\"mrs1573855013078__context_N1001C_N10019_N10002\" class=\"section context\">\n<p class=\"p\">When signing a document, you may need to change your signature.<\/p>\n<p class=\"p\">Common scenarios include:<\/p>\n<ul id=\"mrs1573855013078__ul_h45_hw1_pmb\" class=\"ul\">\n<li class=\"li\">Fix a misspelled name<\/li>\n<li class=\"li\">Your name has changed since you last signed<\/li>\n<li class=\"li\">You want to resize the signature or initial tab to fit the document you are signing<\/li>\n<li class=\"li\">Users with a shared email address receive an envelope addressed to both of the users. They must change the signature to ensure that the correct user is signing<\/li>\n<\/ul>\n<div id=\"mrs1573855013078__note_N10040_N1001C_N10019_N10002\" class=\"note note note_note\">\n<p><span class=\"note__title\">Note:<\/span>\u00a0These restrictions apply to changing signatures:<\/p>\n<ul id=\"mrs1573855013078__ul_ucm_1x1_pmb\" class=\"ul\">\n<li class=\"li\">You must have a\u00a0<span class=\"ph\">Docusign<\/span>\u00a0account to implement multiple signatures.<\/li>\n<li class=\"li\">You can only have one signature per full name.<\/li>\n<li class=\"li\">When you adopt a new signature, this action deletes and replaces the previous signature.<\/li>\n<li class=\"li\">If you are the only signer, you cannot select a saved signature.<\/li>\n<li class=\"li\">If you are a first-time signer, you cannot modify your signature after you initially adopt your signature.<br \/>\n<span style=\"color: #f8f8f8;\">a<\/span><\/li>\n<\/ul>\n<\/div>\n<p class=\"p\">Certain other restrictions can prohibit changing your signature.<\/p>\n<\/section>\n<section>\n<ol class=\"ol steps\">\n<li id=\"mrs1573855013078__step_N10088_N10085_N10037_N10002\" class=\"li step stepexpand\"><span class=\"ph cmd\">Browse to the document through the\u00a0<span class=\"ph\">Docusign<\/span>\u00a0notification email.<\/span><\/li>\n<li id=\"mrs1573855013078__step_N1006F_N1003C_N10019_N10002\" class=\"li step stepexpand\"><span class=\"ph cmd\">Select\u00a0<span class=\"ph uicontrol\">CONTINUE<\/span>\u00a0to accept the\u00a0<span class=\"ph uicontrol\">Electronic Record and Signature Disclosure<\/span>\u00a0and display the document.<\/span><\/li>\n<li id=\"mrs1573855013078__step_N10083_N1003C_N10019_N10002\" class=\"li step stepexpand\"><span class=\"ph cmd\">Select\u00a0<span class=\"ph uicontrol\">START<\/span>\u00a0to go to the first signature field.<\/span><\/li>\n<li id=\"mrs1573855013078__step_N100A6_N1003C_N10019_N10002\" class=\"li step stepexpand\"><span class=\"ph cmd\">Select the signature field marked\u00a0<span class=\"ph uicontrol\">Required &#8211; Sign Here<\/span>\u00a0to display the\u00a0<span class=\"keyword wintitle\">Adopt your Signature\u00a0<\/span>dialog box.<\/span>\n<div class=\"itemgroup info\">\n<p><img decoding=\"async\" id=\"mrs1573855013078__image_hfb_1tl_x5b\" class=\"image\" tabindex=\"0\" title=\"Screenshot of Adopt Your Signature dialog box with ADOPT AND SIGN option.\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/yca1573855023892\/page\/signnewadoptsigdb.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjU1NDEsInNoZWFmIjoieWNhMTU3Mzg1NTAyMzg5MiJ9.84TP7hchc-hSMiK6Lo4arMJhR9jdRIVVQ31mDzKNIbw&amp;_LANG=enus\" alt=\"Screenshot of Adopt Your Signature dialog box with ADOPT AND SIGN option.\" \/><br \/>\n<span style=\"color: #f8f8f8;\">a<\/span><\/p>\n<\/div>\n<\/li>\n<li id=\"mrs1573855013078__step_N100F3_N10087_N10037_N10002\" class=\"li step stepexpand\"><span class=\"ph cmd\">Select one of these options to change your signature.<\/span>\n<ul id=\"mrs1573855013078__choices_zrz_4tl_x5b\" class=\"ul choices\">\n<li class=\"li choice\"><span class=\"ph menucascade\"><span class=\"ph uicontrol\">SELECT STYLE<\/span><abbr>\u00a0&gt;\u00a0<\/abbr><span class=\"ph uicontrol\">Change Style<\/span><\/span>\u00a0to change the signature and initials appearance.<\/li>\n<li class=\"li choice\"><span class=\"ph uicontrol\">DRAW<\/span>\u00a0to draw your signature.<\/li>\n<li class=\"li choice\"><span class=\"ph menucascade\"><span class=\"ph uicontrol\">USE A SIGNATURE PAD<\/span><abbr>\u00a0&gt;\u00a0<\/abbr><span class=\"ph uicontrol\">Start Capture<\/span><\/span>\u00a0to create your signature on a signature pad.<\/li>\n<li class=\"li choice\"><span class=\"ph uicontrol\">UPLOAD<\/span>\u00a0a signature image file.<\/li>\n<\/ul>\n<\/li>\n<li id=\"mrs1573855013078__step_N1012E_N1008D_N10037_N10002\" class=\"li step stepexpand\"><span class=\"ph cmd\">Select\u00a0<span class=\"ph uicontrol\">ADOPT AND SIGN<\/span>.<\/span><\/li>\n<li id=\"mrs1573855013078__step_N1013B_N1008D_N10037_N10002\" class=\"li step stepexpand\"><span class=\"ph cmd\">Select\u00a0<span class=\"ph uicontrol\">FINISH<\/span>.<br \/>\n<span style=\"color: #f8f8f8;\">a<\/span><\/span><\/li>\n<\/ol>\n<\/section>\n<\/div>\n<article id=\"task_nzr_wgb_dsb\" class=\"topic task nested1\" aria-labelledby=\"ariaid-title2\">\n<h5 id=\"ariaid-title2\" class=\"title topictitle2\">Change your Signature in Your Account<\/h5>\n<div class=\"body taskbody\">\n<section id=\"task_nzr_wgb_dsb__context_zts_zgb_dsb\" class=\"section context\">You can change an existing signature and initials from your\u00a0<span class=\"ph\">Docusign<\/span>\u00a0Account at any time.<\/section>\n<section id=\"task_nzr_wgb_dsb__steps_y2j_chb_dsb\">\n<ol id=\"task_nzr_wgb_dsb__steps_y2j_chb_dsb\" class=\"ol steps\">\n<li id=\"task_nzr_wgb_dsb__step_N10163_N1015F_N10157_N1014C_N10002\" class=\"li step\"><span class=\"ph cmd\">From your\u00a0<span class=\"ph\">Docusign<\/span>\u00a0account, select your account icon and select\u00a0<span class=\"ph uicontrol\">Manage Profile<\/span>.<\/span><\/li>\n<li id=\"task_nzr_wgb_dsb__step_N1018D_N10189_N10181_N10176_N10002\" class=\"li step\"><span class=\"ph cmd\">Select\u00a0<span class=\"ph uicontrol\">Signatures<\/span>\u00a0and choose:<\/span>\n<ul id=\"task_nzr_wgb_dsb__choices_zhz_bxl_x5b\" class=\"ul choices\">\n<li class=\"li choice\"><span class=\"ph uicontrol\">Edit<\/span>\u00a0to display all available signatures.<\/li>\n<li class=\"li choice\"><span class=\"ph uicontrol\">Delete<\/span>\u00a0to remove an existing signature.<\/li>\n<li class=\"li choice\"><span class=\"ph uicontrol\">+ Add New\u00a0<\/span>to create a new signature.<\/li>\n<\/ul>\n<\/li>\n<li id=\"task_nzr_wgb_dsb__step_N101D4_N10189_N10181_N10176_N10002\" class=\"li step\"><span class=\"ph cmd\">Confirm that your full name and initials are correct, and select a style, draw, or upload your signature. When finished, select\u00a0<span class=\"ph uicontrol\">CREATE<\/span>.<\/span><\/li>\n<\/ol>\n<\/section>\n<\/div>\n<\/article>\n<p>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How do I add information to documents&#8221; tab_id=&#8221;1750765937351-dcd31afe-2438&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p class=\"p\">Use these resources to add information to documents when signing a document. .<\/p>\n<h5 class=\"p\"><span class=\"ph uicontrol\">Control Toolbar<\/span><\/h5>\n<p class=\"p\">In the toolbar on the right, there are controls for:<\/p>\n<ul class=\"ul\">\n<li class=\"li\">Displaying the thumbnail view of document pages in the display<\/li>\n<li class=\"li\">Posting a comment or question about the document<\/li>\n<li class=\"li\">Generating a PDF of all the documents in the envelope to download them<\/li>\n<li class=\"li\">Generating a PDF to print the document<\/li>\n<li class=\"li\">Selecting the zoom options<\/li>\n<\/ul>\n<p><img decoding=\"async\" id=\"hic1573854992515__image_lnp_fwt_kdc\" class=\"image\" tabindex=\"0\" title=\"A screenshot of the document control options.\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/yca1573855023892\/page\/signnewannotatedotheracticons.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjYwMTMsInNoZWFmIjoieWNhMTU3Mzg1NTAyMzg5MiJ9.L4dHms_tVDQAa3WtoSsAsVefvvLoidn2H06-XOiUH_o&amp;_LANG=enus\" alt=\"A screenshot of the document control options.\" \/><\/p>\n<p class=\"p\">The bottom of the right side displays the zoom controls.<\/p>\n<p><img decoding=\"async\" id=\"hic1573854992515__image_t3d_qwt_kdc\" class=\"image\" tabindex=\"0\" title=\"A screenshot of the document zoom controls.\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/yca1573855023892\/page\/signnewzoomicon.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjYwMTMsInNoZWFmIjoieWNhMTU3Mzg1NTAyMzg5MiJ9.L4dHms_tVDQAa3WtoSsAsVefvvLoidn2H06-XOiUH_o&amp;_LANG=enus\" alt=\"A screenshot of the document zoom controls.\" \/><\/p>\n<h5 class=\"p\"><span class=\"ph uicontrol\">Freeform fields<\/span><\/h5>\n<p class=\"p\">If the page displays a list of fields on the left side of the page, the sender has sent you documents where you must place and complete the fields. This is called freeform signing. For information on free-form signing, see the\u00a0<a class=\"xref finalized-state\" title=\"Learn how to use Docusign Freeform signing using the menu on the left side of the signing page.\" href=\"https:\/\/support.docusign.com\/s\/document-item?bundleId=yca1573855023892&amp;topicId=anf1573854985078.html&amp;_LANG=enus\" data-navpath=\"anf1573854985078.html\" data-bundleid=\"yca1573855023892\" data-bundle-id=\"yca1573855023892\" data-topic-id=\"anf1573854985078.html\">Use Freeform Signing<\/a>\u00a0topic.<\/p>\n<p><img decoding=\"async\" id=\"hic1573854992515__image_bg4_yg1_ldc\" class=\"image\" tabindex=\"0\" title=\"A screenshot of the available free form fields to add to a document.\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/yca1573855023892\/page\/signnewfreeformfields.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjYwMTMsInNoZWFmIjoieWNhMTU3Mzg1NTAyMzg5MiJ9.L4dHms_tVDQAa3WtoSsAsVefvvLoidn2H06-XOiUH_o&amp;_LANG=enus\" alt=\"A screenshot of the available free form fields to add to a document.\" \/><\/p>\n<h5 class=\"p\"><span class=\"ph uicontrol\">Signing indicators<\/span><\/h5>\n<p class=\"p\">Selecting or tapping the yellow\u00a0<span class=\"ph uicontrol\">START<\/span>\u00a0action indicator takes you to the first field that requires your input.<\/p>\n<p><img decoding=\"async\" id=\"hic1573854992515__image_j5x_cq1_ldc\" class=\"image\" tabindex=\"0\" title=\"A screenshot of the signing START action indicator.\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/yca1573855023892\/page\/signnewstart.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjYwMTMsInNoZWFmIjoieWNhMTU3Mzg1NTAyMzg5MiJ9.L4dHms_tVDQAa3WtoSsAsVefvvLoidn2H06-XOiUH_o&amp;_LANG=enus\" alt=\"A screenshot of the signing START action indicator.\" \/><\/p>\n<p class=\"p\">The\u00a0<span class=\"ph uicontrol\">NEXT<\/span>\u00a0action indicator moves through the document, showing where you must provide information. You can place your cursor over a field to see any tips the sender has provided.<\/p>\n<p><img decoding=\"async\" id=\"hic1573854992515__image_zy1_hq1_ldc\" class=\"image\" tabindex=\"0\" title=\"A screenshot of the signing NEXT action indicator.\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/yca1573855023892\/page\/signnewnextreq.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjYwMTMsInNoZWFmIjoieWNhMTU3Mzg1NTAyMzg5MiJ9.L4dHms_tVDQAa3WtoSsAsVefvvLoidn2H06-XOiUH_o&amp;_LANG=enus\" alt=\"A screenshot of the signing NEXT action indicator.\" \/><\/p>\n<p class=\"p\">Senders can set the order where fields are presented. Therefore, there might be times when the action indicator jumps to a different part of the page. You can still scroll through the pages to read them, but the system does not let you finish signing until you complete all the required fields.<\/p>\n<div id=\"hic1573854992515__note_N100D3_N1002B_N10028_N10002\" class=\"note note note_note\"><span class=\"note__title\">Note:<\/span>\u00a0if you want to finish signing later, select the\u00a0<span class=\"ph uicontrol\">OTHER\u00a0ACTIONS<\/span>\u00a0menu. You can also use the\u00a0<span class=\"ph uicontrol\">Print &amp;\u00a0Sign\u00a0<\/span>option, or decline to sign. The available options depend on sender settings.<\/div>\n<p class=\"p\">Fields that are outlined in red are required. Add entries to these fields to complete the signing process.<\/p>\n<div id=\"hic1573854992515__note_N100E6_N1002B_N10028_N10002\" class=\"note note note_note\"><span class=\"note__title\">Note:<\/span>\u00a0Some fields, such as signing date fields, are automatically completed based on information available to the system. You cannot change this information.<\/div>\n<p class=\"p\"><span class=\"ph uicontrol\">Select options<\/span><\/p>\n<ul class=\"ul\">\n<li class=\"li\">To select an option or check box, select or tap on the appropriate option or check box. Note that you can only select one option in a group.<\/li>\n<li class=\"li\">To select an option from a dropdown list, select the list and select the appropriate option.<\/li>\n<li class=\"li\">To add other information in a boxed field, type the requested information into the field and select\u00a0<span class=\"ph uicontrol\">NEXT<\/span>\u00a0or press\u00a0<span class=\"ph uicontrol\">Tab<\/span>\u00a0to continue.<\/li>\n<li class=\"li\">To sign or initial, select the\u00a0<span class=\"ph uicontrol\">SIGN<\/span>\u00a0or\u00a0<span class=\"ph uicontrol\">INITIAL<\/span>\u00a0field on the document.\n<p class=\"p\">The first time you select a\u00a0<span class=\"ph uicontrol\">SIGN<\/span>\u00a0or\u00a0<span class=\"ph uicontrol\">INITIAL<\/span> field, you are prompted to adopt your signature and initials.<\/p>\n<\/li>\n<li class=\"li\">If there is an attachment field (a yellow field with a paperclip icon) on a document, the sender has requested that you provide supporting documentation.\n<p class=\"p\">To do so, upload supporting documents during the signing process or fax it.<\/p>\n<\/li>\n<li class=\"li\">When you reach an attachment field, you are prompted to select the attachment field to add the supporting document.<\/li>\n<\/ul>\n<p class=\"p\"><span class=\"ph uicontrol\">Complete your information<\/span><\/p>\n<p class=\"p\">After you have added information to all the required fields and any signatures and initials the\u00a0<span class=\"ph uicontrol\">FINISH<\/span>\u00a0prompt displays:<\/p>\n<p><img decoding=\"async\" id=\"hic1573854992515__image_ywp_tq1_ldc\" class=\"image\" tabindex=\"0\" title=\"A screenshot of the Ready to Finish prompt.\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/yca1573855023892\/page\/signnewreadyfinish.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjYwMTMsInNoZWFmIjoieWNhMTU3Mzg1NTAyMzg5MiJ9.L4dHms_tVDQAa3WtoSsAsVefvvLoidn2H06-XOiUH_o&amp;_LANG=enus\" alt=\"A screenshot of the Ready to Finish prompt.\" \/><\/p>\n<p class=\"p\">Complete the signing as described in the How to sign a document topic above.<\/p>\n<div class=\"p\">\n<p>Alternatively, you can select another signing option from the menu.<\/p>\n<p><img decoding=\"async\" id=\"hic1573854992515__image_z3l_wh1_ldc\" class=\"image\" tabindex=\"0\" title=\"A screenshot of the Other Options menu.\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/yca1573855023892\/page\/signnewotheroptionsdb.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjYwMTMsInNoZWFmIjoieWNhMTU3Mzg1NTAyMzg5MiJ9.L4dHms_tVDQAa3WtoSsAsVefvvLoidn2H06-XOiUH_o&amp;_LANG=enus\" alt=\"A screenshot of the Other Options menu.\" \/><\/p>\n<\/div>\n<p>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;Access Account Administration Settings from Your Docusign Account&#8221; tab_id=&#8221;1750767037543-742a1d8b-2cde&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<div class=\"body isPageWidthFixed-true\" tabindex=\"-1\" role=\"main\" data-aura-rendered-by=\"400:0\" aria-hidden=\"false\">\n<div class=\"siteforceDynamicLayout siteforceContentArea\" data-aura-rendered-by=\"4748:0\" data-aura-class=\"siteforceDynamicLayout siteforceContentArea\">\n<div data-region-name=\"content\" data-item-id=\"7e76413e-8e14-471d-b494-3ab27222a1b4\" data-aura-rendered-by=\"4745:0\">\n<div class=\"ui-widget\" data-priority=\"\" data-item-id=\"70053bf9-b82a-42fd-b411-e9227182ba60\" data-aura-rendered-by=\"4742:0\">\n<div class=\"cb-section forceCommunitySection\" data-aura-rendered-by=\"4731:0\" data-aura-class=\"forceCommunitySection\">\n<div class=\"cb-section_row slds-grid slds-wrap slds-large-nowrap\" data-aura-rendered-by=\"4734:0\">\n<div class=\"cb-section_column slds-size_12-of-12 slds-max-medium-size_12-of-12 slds-large-size_9-of-12\" data-aura-rendered-by=\"4736:0\">\n<div data-region-name=\"1\" data-item-id=\"510dd0f8-12ef-486f-ae43-bdefed2ab909\" data-aura-rendered-by=\"4672:0\">\n<div class=\"ui-widget\" data-priority=\"\" data-item-id=\"8e9cbdb8-e2d3-4f4d-99f1-bbe17535615c\" data-aura-rendered-by=\"4669:0\">\n<div class=\"ContentViewerContainer content-viewer-container zDocsTopicPage zoomin_appZMContentViewerComponent\" data-aura-rendered-by=\"4494:0\" data-aura-class=\"zoomin_appZMContentViewerComponent\">\n<div class=\"bundle-container\" data-aura-rendered-by=\"4540:0\">\n<div class=\"bundle-content-container\" data-aura-rendered-by=\"4541:0\">\n<div class=\"BundleContentComponent bundle-content-component zoomin_appBundleContentComponent\" data-aura-rendered-by=\"4808:0\" data-aura-class=\"zoomin_appBundleContentComponent\">\n<div class=\"\" data-aura-rendered-by=\"5027:0\">\n<div class=\"BundleBody bundle-body zoomin_appBundleBodyComponent\" data-aura-rendered-by=\"5045:0\" data-aura-class=\"zoomin_appBundleBodyComponent\">\n<article id=\"bundle:pik1583277475390\/enus\/hqw1726085705155.html\" class=\"hascomments\" data-page=\"bundle:pik1583277475390\/enus\/hqw1726085705155.html\">\n<article id=\"hqw1726085705155\" class=\"dita\" role=\"article\" aria-labelledby=\"ariaid-title1\">\n<div class=\"body taskbody\">\n<section id=\"hqw1726085705155__context_N10027_N10024_N10001\" class=\"section context\">\n<section id=\"hqw1726085705155__context_N10027_N10024_N10001\" class=\"section context\">\n<p class=\"p\">If you are an account administrator, you can use the\u00a0<span class=\"keyword wintitle\">Admin<\/span>\u00a0tab to navigate to your account administration settings.<\/p>\n<\/section>\n<section>\n<ol class=\"ol steps\">\n<li id=\"hqw1726085705155__step_N10037_N10034_N10024_N10001\" class=\"li step stepexpand\"><span class=\"ph cmd\">Log in to your\u00a0<span class=\"ph\">Docusign<\/span>\u00a0account as an administrator.<\/span>\n<div class=\"itemgroup info\">\n<figure id=\"hqw1726085705155__fig_fwy_cbt_rcc\" class=\"fig fignone\"><img decoding=\"async\" id=\"hqw1726085705155__image_azm_sbt_rcc\" class=\"image\" tabindex=\"0\" title=\"The screenshot shows the tabs in the top navigation bar.\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/pik1583277475390\/page\/global-nav-new.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjcwNjYsInNoZWFmIjoicGlrMTU4MzI3NzQ3NTM5MCJ9.lKdwvbgINVNYBdy6ocs0suPM0Ogj8Y5PrrY-ta1xO8k&amp;_LANG=enus\" alt=\"The screenshot shows the tabs in the top navigation bar.\" \/><\/figure>\n<\/div>\n<div class=\"itemgroup stepresult\">Your account opens. The top navigation bar includes the Admin tab.<br \/>\n<span style=\"color: #f8f8f8;\">a<\/span><\/div>\n<\/li>\n<li id=\"hqw1726085705155__step_N1005C_N10034_N10024_N10001\" class=\"li step stepexpand\"><span class=\"ph cmd\">Select the\u00a0<span class=\"ph uicontrol\">Admin<\/span>\u00a0tab in the top navigation bar.<\/span><\/li>\n<\/ol>\n<\/section>\n<section id=\"hqw1726085705155__result_z2g_qxs_rcc\" class=\"section result\">The Overview page opens in the Accounts view. Return to your\u00a0<span class=\"ph\">Docusign<\/span>\u00a0account by selecting\u00a0<span class=\"ph uicontrol\">Home<\/span>\u00a0on the top navigation bar.<\/p>\n<figure id=\"hqw1726085705155__fig_r1p_zdt_rcc\" class=\"fig fignone\"><img decoding=\"async\" id=\"hqw1726085705155__image_dxx_tlt_rcc\" class=\"image\" tabindex=\"0\" title=\"The screenshot shows the Overview page in the Accounts view.\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/pik1583277475390\/page\/The-screenshot-shows-the-Overview-page-in-the-Accounts-view.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NjcwNjYsInNoZWFmIjoicGlrMTU4MzI3NzQ3NTM5MCJ9.lKdwvbgINVNYBdy6ocs0suPM0Ogj8Y5PrrY-ta1xO8k&amp;_LANG=enus\" alt=\"The screenshot shows the Overview page in the Accounts view.\" \/><\/figure>\n<\/section>\n<\/section>\n<\/div>\n<\/article>\n<\/article>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to access Plan and Billing Information&#8221; tab_id=&#8221;1750770759249-b0a5beeb-a4f4&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p class=\"p\">As the administrator on your\u00a0<span class=\"ph\">Docusign<\/span>\u00a0eSignature account, you have access to certain billing and usage details in the\u00a0<span class=\"keyword wintitle\">Plan and Billing<\/span>\u00a0page. For example, you can see exactly how many envelopes you have sent and how many you have remaining for the current billing period. You can also make changes to billing-related information, such as your payment information.<\/p>\n<div id=\"sko1583277326930__note_N1002F_N10020_N10002\" class=\"note note note_note\"><span class=\"note__title\">Note:<\/span> Some billing information is only available for certain entry-level accounts (Free, Personal, and Individual accounts). If your account type does not include usage details, you can also find much of the information using reporting.<\/div>\n<p>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to manage Shared Access to Envelopes&#8221; tab_id=&#8221;1750770917686-dd474c73-6d3d&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p class=\"p\" dir=\"ltr\">Shared access offers users the ability to send and manage envelopes on behalf of another user on the account. Administrators can select the\u00a0<span class=\"ph uicontrol\">Manage Shared Access<\/span>\u00a0option to manage which users have access to the envelopes of a specific user.<\/p>\n<p class=\"p\" dir=\"ltr\">While the existing shared envelopes options allows managing envelopes on behalf of other users, shared access also allows users to share draft envelopes, move the shared envelopes, create custom folders, and view which users have access to the envelopes.<\/p>\n<div id=\"imk1656607611659__note_q3h_fr3_45b\" class=\"note note note_note\"><span class=\"note__title\">Note:<\/span>\u00a0The options on the Actions menu for Share envelope with a user and Share user\u2019s envelopes are now on the Manage Shared Access page. Shared envelopes is now in maintenance mode and will no longer be updated. Contact your account representative for more information.<\/div>\n<p class=\"p\">For auditing which users have access to other users&#8217; envelopes, you can monitor events in the Audit Logs page. The Audit Logs page shows a log entry for every time the shared access settings are changed in an account.<\/p>\n<figure id=\"imk1656607611659__fig_qtc_hcn_45b\" class=\"fig fignone\"><img decoding=\"async\" id=\"imk1656607611659__image_zj2_gdn_45b\" class=\"image\" tabindex=\"0\" src=\"https:\/\/docusign-be-prod.zoominsoftware.io\/api\/bundle\/pik1583277475390\/page\/Shared-Access.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTA3NzEwMDAsInNoZWFmIjoicGlrMTU4MzI3NzQ3NTM5MCJ9.HFv29zr001pME6EiLM8XviFtpvZsFw20QlLJ9hfTE00&amp;_LANG=enus\" alt=\"Manage Shared Access to Envelopes\" \/><br \/>\n<span style=\"color: #f8f8f8;\">a<\/span><\/figure>\n<section id=\"imk1656607611659__section_htx_sq3_45b\" class=\"section\">\n<h5 id=\"d17889e63\" class=\"title sectiontitle\">Limitations and other considerations<\/h5>\n<ul id=\"imk1656607611659__ul_a1d_pq3_45b\" class=\"ul\">\n<li class=\"li\" dir=\"ltr\">\n<p class=\"p\" dir=\"ltr\">Sharing with groups: Shared access can be granted by administrators from one user to another, but not from a user to a group.<\/p>\n<\/li>\n<li class=\"li\" dir=\"ltr\">\n<p class=\"p\" dir=\"ltr\">Sharing with users outside of account: Shared access can only be granted to users on the same account, similar to shared envelopes and delegated signing.<\/p>\n<\/li>\n<li class=\"li\">If you need to share access to envelopes of a closed user, you can transfer the envelopes to yourself or to another active user and then access the envelopes.<\/li>\n<\/ul>\n<\/section>\n<p>[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=&#8221;sm:40;lg:60&#8243;][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row full_width=&#8221;stretch_row&#8221; overlay_background=&#8221;custom&#8221; overlay_opacity=&#8221;40&#8243; background_image=&#8221;8218&#8243;][vc_column][tm_spacer size=&#8221;sm:200;lg:250&#8243;][tm_heading tag=&#8221;h1&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text_color=&#8221;custom&#8221; custom_text_color=&#8221;#ffffff&#8221; text=&#8221;Frequently Asked Questions&#8221;][tm_spacer size=&#8221;sm:150;lg:200&#8243;][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=&#8221;sm:40;lg:50&#8243;][tm_heading tag=&#8221;h2&#8243; custom_google_font=&#8221;&#8221; google_fonts=&#8221;font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700&#8243; text=&#8221;Check our videos&#8221;][tm_spacer size=&#8221;sm:40;lg:50&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;Platform Overview&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/JfhvY_17T88?si=SrKzrsNU7tLQwa7i&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; google_fonts=&#8221;font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:300%20light%20regular%3A300%3Anormal&#8221; align=&#8221;center&#8221; text=&#8221;How to send an envelope&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/jBMlebWRTPA?si=iadQcXnzjDly7xG0&#8243; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; google_fonts=&#8221;font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:300%20light%20regular%3A300%3Anormal&#8221; align=&#8221;center&#8221; text=&#8221;How to create a template&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/xJD4tii8DJs?si=BGOSOunbOEsHTp3H&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; google_fonts=&#8221;font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:300%20light%20regular%3A300%3Anormal&#8221; align=&#8221;center&#8221; text=&#8221;How to use Bulk Send&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/pU84vzOBtTg?si=kZQCsEWmd6rh4Tab&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=&#8221;sm:40;lg:50&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;How to create a PowerForm&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/hKR4v-F9FmE?si=6byHAv0nVIhaoCOe&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;Use Document Visibility&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/KdT2ushsgo0?si=tbGPsBqaYGul7c5p&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;SalesForce &amp; Docusign&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/rXmhSgrQOK0?si=sEpyhoEfHptmgL5C&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;Google &amp; Docusign&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/L0uC0tXlWd4?si=ZczVFjWu_2K8zNs-&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=&#8221;sm:40;lg:60&#8243;][vc_tta_accordion active_section=&#8221;0&#8243; collapsible_all=&#8221;true&#8221; el_class=&#8221;cccccc&#8221; title=&#8221;Common Issues&#8221;][vc_tta_section title=&#8221;Welcome to Docusign&#8221; tab_id=&#8221;1750771118024-a416aeb1-fa0f&#8221;][vc_column_text css=&#8221;&#8221;] Welcome to\u00a0Docusign\u00a0eSignature, the leading e-signature solution.\u00a0Docusign&#8216;s cloud-based platform helps over 1.5 million customers and a billion people in 180+ countries speed up business and simplify their lives. Want to learn how to use\u00a0Docusign? Check out these resources and more on the\u00a0eSignature landing page: The Signing Experience Send Documents for Signature Sign a Document Yourself Create Templates Here are some other resources to help you: Contact Support: Need help with an account issue? Visit Docusign&#8217;s Support\u00a0page for options to reach Customer Support. Docusign\u00a0Community: Visit the\u00a0Docusign Community, connect with other users, and share leading practices. [\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to sign a document&#8221; tab_id=&#8221;1750750066490-342df797-606d&#8221;][vc_column_text css=&#8221;&#8221;]When someone sends you a Docusign document for your electronic signature, you first receive an email from Docusign sent on behalf of the sender. You&#8217;ll then need to open the document, review it, and provide your electronic signature. If you have quesions or issues with your document, the sender can help you with most scenarios. You can contact the sender by replying to the Docusign email notification you received. Sign a document sent to you via email To begin: Open the email and select\u00a0REVIEW DOCUMENT. a Select\u00a0CONTINUE. a Review\u00a0the\u00a0document\u00a0and\u00a0sign: Review the documents by scrolling or using the page thumbnails in the right-hand navigation pane. When you&#8217;re ready to sign, select the yellow\u00a0START\u00a0tag on the left to begin. Select the\u00a0Sign icon to add your signature. a When you finish selecting all signature tags in the document, confirm signing by selecting\u00a0FINISH\u00a0at the top or bottom of the page. &nbsp; Sign a document from your account To sign a document from within your Docusign account: Navigate to the\u00a0Agreements\u00a0tab &gt; select\u00a0Action Required. a Select\u00a0SIGN\u00a0next to the document you wish to review. a a Review the document and select\u00a0Continue. a Once finished signing, select\u00a0Finish. [\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How do I reset my Docusign password&#8221; tab_id=&#8221;1750750121189-f572f5f5-a309&#8243;][vc_column_text css=&#8221;&#8221;]To reset your password: Visit\u00a0https:\/\/account.docusign.com. Type your email address and select\u00a0NEXT. (If your browser fills in your password automatically,\u00a0delete the stored password\u00a0and re-enter it.) Select\u00a0Reset password. Check your email inbox for a verification code.\u00a0If you did not receive the code, check your Spam or Junk folders. Type the Docusign verification code from your email into the verification code field in your browser and select\u00a0Verify. If you have several users associated with this email address, you&#8217;ll be prompted to select the user for whom you want to reset your password.\u00a0Select your user. Enter the answer to your account security question &gt;\u00a0CONTINUE. The answer to your security question is case-sensitive. You are now ready to update\/change your Docusign password: Review your password requirements. Type your new password Select a security question, and type your\u00a0answer (the answer is case-sensitive). &nbsp; Select\u00a0SAVE. Your password has been successfully updated. You can now log into Docusign using your new credentials.\u00a0Note:\u00a0If you still have trouble accessing the right account, you may need to perform another password reset, and select a different user.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to search for Envelopes&#8221; tab_id=&#8221;1750764117889-0ea1c401-37c8&#8243;][vc_column_text css=&#8221;&#8221;] The Search box at the top of your\u00a0Agreements\u00a0page searches for matches to the following envelope data: envelope name sender and recipient names recipient email envelope ID If you select the advanced search option to include envelope custom fields, your search includes matches to: Envelope Custom Fields Envelope Type You can focus your search on an envelopes collection (Inbox, Sent, Drafts, Deleted, Bulk Send, or PowerForms), your quick views, or a single folder. All searches are treated as wildcard searches unless you enter your search term in quotation marks. For example,\u00a0@gmail.com\u00a0would return all envelopes with a recipient with a Gmail address. For exact matches, enter your search term in quotation marks. Your search term remains in effect as you select different categories. To reset your list, clear the search term from the search box. Search an envelopes collection\u00a0\u2014 Select\u00a0Inbox,\u00a0Sent,\u00a0Drafts,\u00a0Deleted,\u00a0Bulk Send, or\u00a0PowerForms. Then enter your search term in the search box at the top of the page. If you selected Inbox or Sent, the search also return results in your folders. In the results, if the envelope is filed in a folder, the folder is listed. As an example, here is a search of Sent envelopes and all folders for envelopes sent to or from &#8220;abby&#8221;; some of the envelopes are filed in folders: These results are by defaulted filtered for activity from the last six months. To get more results, you can use the\u00a0Filters method, and set the date filter criteria to search across a broader date range. Limit results to a single folder\u00a0\u2014 Select the folder you want to search from your folder list, and then enter your search term in the\u00a0Search Folders\u00a0box. The search is restricted to the selected folder; any sub-folders are not included in the search. Search by envelope ID\u00a0&#8211; Select your\u00a0Inbox, then enter the complete envelope ID in the\u00a0Search Inbox and Folders\u00a0box at the top of your Manage page. Search envelope custom field values\u00a0&#8211; Enter your search term, open filters, and select\u00a0Advanced search\u00a0&gt;\u00a0Include envelope custom fields. Only exact matches are returned. Search envelope type values\u00a0&#8211; Select your\u00a0Sent\u00a0envelopes. Enter any portion of the envelope type value. For the envelope type &#8220;Other&#8221;, you can search by that term or the custom value entered. [\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How can I find an envelope in my account using the envelope ID&#8221; tab_id=&#8221;1750764543264-b03d7046-a5ec&#8221;][vc_column_text css=&#8221;&#8221;] Issue You want to find a Docusign envelope in your eSignature account and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-8203","page","type-page","status-publish","hentry","post-no-thumbnail"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>FAQ - Digidemat<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.digidemat.ro\/en\/faq\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FAQ - Digidemat\" \/>\n<meta property=\"og:description\" content=\"[vc_row full_width=&#8221;stretch_row&#8221; 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custom_google_font=&#8221;&#8221; google_fonts=&#8221;font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:300%20light%20regular%3A300%3Anormal&#8221; align=&#8221;center&#8221; text=&#8221;How to use Bulk Send&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/pU84vzOBtTg?si=kZQCsEWmd6rh4Tab&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=&#8221;sm:40;lg:50&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;How to create a PowerForm&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/hKR4v-F9FmE?si=6byHAv0nVIhaoCOe&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;Use Document Visibility&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/KdT2ushsgo0?si=tbGPsBqaYGul7c5p&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;SalesForce &amp; Docusign&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/rXmhSgrQOK0?si=sEpyhoEfHptmgL5C&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;Google &amp; Docusign&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/L0uC0tXlWd4?si=ZczVFjWu_2K8zNs-&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=&#8221;sm:40;lg:60&#8243;][vc_tta_accordion active_section=&#8221;0&#8243; collapsible_all=&#8221;true&#8221; el_class=&#8221;cccccc&#8221; title=&#8221;Common Issues&#8221;][vc_tta_section title=&#8221;Welcome to Docusign&#8221; tab_id=&#8221;1750771118024-a416aeb1-fa0f&#8221;][vc_column_text css=&#8221;&#8221;] Welcome to\u00a0Docusign\u00a0eSignature, the leading e-signature solution.\u00a0Docusign&#8216;s cloud-based platform helps over 1.5 million customers and a billion people in 180+ countries speed up business and simplify their lives. Want to learn how to use\u00a0Docusign? Check out these resources and more on the\u00a0eSignature landing page: The Signing Experience Send Documents for Signature Sign a Document Yourself Create Templates Here are some other resources to help you: Contact Support: Need help with an account issue? Visit Docusign&#8217;s Support\u00a0page for options to reach Customer Support. Docusign\u00a0Community: Visit the\u00a0Docusign Community, connect with other users, and share leading practices. [\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to sign a document&#8221; tab_id=&#8221;1750750066490-342df797-606d&#8221;][vc_column_text css=&#8221;&#8221;]When someone sends you a Docusign document for your electronic signature, you first receive an email from Docusign sent on behalf of the sender. You&#8217;ll then need to open the document, review it, and provide your electronic signature. If you have quesions or issues with your document, the sender can help you with most scenarios. You can contact the sender by replying to the Docusign email notification you received. Sign a document sent to you via email To begin: Open the email and select\u00a0REVIEW DOCUMENT. a Select\u00a0CONTINUE. a Review\u00a0the\u00a0document\u00a0and\u00a0sign: Review the documents by scrolling or using the page thumbnails in the right-hand navigation pane. When you&#8217;re ready to sign, select the yellow\u00a0START\u00a0tag on the left to begin. Select the\u00a0Sign icon to add your signature. a When you finish selecting all signature tags in the document, confirm signing by selecting\u00a0FINISH\u00a0at the top or bottom of the page. &nbsp; Sign a document from your account To sign a document from within your Docusign account: Navigate to the\u00a0Agreements\u00a0tab &gt; select\u00a0Action Required. a Select\u00a0SIGN\u00a0next to the document you wish to review. a a Review the document and select\u00a0Continue. a Once finished signing, select\u00a0Finish. [\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How do I reset my Docusign password&#8221; tab_id=&#8221;1750750121189-f572f5f5-a309&#8243;][vc_column_text css=&#8221;&#8221;]To reset your password: Visit\u00a0https:\/\/account.docusign.com. Type your email address and select\u00a0NEXT. (If your browser fills in your password automatically,\u00a0delete the stored password\u00a0and re-enter it.) Select\u00a0Reset password. Check your email inbox for a verification code.\u00a0If you did not receive the code, check your Spam or Junk folders. Type the Docusign verification code from your email into the verification code field in your browser and select\u00a0Verify. If you have several users associated with this email address, you&#8217;ll be prompted to select the user for whom you want to reset your password.\u00a0Select your user. Enter the answer to your account security question &gt;\u00a0CONTINUE. The answer to your security question is case-sensitive. You are now ready to update\/change your Docusign password: Review your password requirements. Type your new password Select a security question, and type your\u00a0answer (the answer is case-sensitive). &nbsp; Select\u00a0SAVE. Your password has been successfully updated. You can now log into Docusign using your new credentials.\u00a0Note:\u00a0If you still have trouble accessing the right account, you may need to perform another password reset, and select a different user.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to search for Envelopes&#8221; tab_id=&#8221;1750764117889-0ea1c401-37c8&#8243;][vc_column_text css=&#8221;&#8221;] The Search box at the top of your\u00a0Agreements\u00a0page searches for matches to the following envelope data: envelope name sender and recipient names recipient email envelope ID If you select the advanced search option to include envelope custom fields, your search includes matches to: Envelope Custom Fields Envelope Type You can focus your search on an envelopes collection (Inbox, Sent, Drafts, Deleted, Bulk Send, or PowerForms), your quick views, or a single folder. All searches are treated as wildcard searches unless you enter your search term in quotation marks. For example,\u00a0@gmail.com\u00a0would return all envelopes with a recipient with a Gmail address. For exact matches, enter your search term in quotation marks. Your search term remains in effect as you select different categories. To reset your list, clear the search term from the search box. Search an envelopes collection\u00a0\u2014 Select\u00a0Inbox,\u00a0Sent,\u00a0Drafts,\u00a0Deleted,\u00a0Bulk Send, or\u00a0PowerForms. Then enter your search term in the search box at the top of the page. If you selected Inbox or Sent, the search also return results in your folders. In the results, if the envelope is filed in a folder, the folder is listed. As an example, here is a search of Sent envelopes and all folders for envelopes sent to or from &#8220;abby&#8221;; some of the envelopes are filed in folders: These results are by defaulted filtered for activity from the last six months. To get more results, you can use the\u00a0Filters method, and set the date filter criteria to search across a broader date range. Limit results to a single folder\u00a0\u2014 Select the folder you want to search from your folder list, and then enter your search term in the\u00a0Search Folders\u00a0box. The search is restricted to the selected folder; any sub-folders are not included in the search. Search by envelope ID\u00a0&#8211; Select your\u00a0Inbox, then enter the complete envelope ID in the\u00a0Search Inbox and Folders\u00a0box at the top of your Manage page. Search envelope custom field values\u00a0&#8211; Enter your search term, open filters, and select\u00a0Advanced search\u00a0&gt;\u00a0Include envelope custom fields. Only exact matches are returned. Search envelope type values\u00a0&#8211; Select your\u00a0Sent\u00a0envelopes. Enter any portion of the envelope type value. For the envelope type &#8220;Other&#8221;, you can search by that term or the custom value entered. 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css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;SalesForce &amp; Docusign&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/rXmhSgrQOK0?si=sEpyhoEfHptmgL5C&#8221; css=&#8221;&#8221;][\/vc_column][vc_column width=&#8221;1\/4&#8243;][tm_heading tag=&#8221;h5&#8243; custom_google_font=&#8221;&#8221; align=&#8221;center&#8221; text=&#8221;Google &amp; Docusign&#8221;][tm_spacer size=&#8221;sm:15;lg:20&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/L0uC0tXlWd4?si=ZczVFjWu_2K8zNs-&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=&#8221;sm:40;lg:60&#8243;][vc_tta_accordion active_section=&#8221;0&#8243; collapsible_all=&#8221;true&#8221; el_class=&#8221;cccccc&#8221; title=&#8221;Common Issues&#8221;][vc_tta_section title=&#8221;Welcome to Docusign&#8221; tab_id=&#8221;1750771118024-a416aeb1-fa0f&#8221;][vc_column_text css=&#8221;&#8221;] Welcome to\u00a0Docusign\u00a0eSignature, the leading e-signature solution.\u00a0Docusign&#8216;s cloud-based platform helps over 1.5 million customers and a billion people in 180+ countries speed up business and simplify their lives. Want to learn how to use\u00a0Docusign? Check out these resources and more on the\u00a0eSignature landing page: The Signing Experience Send Documents for Signature Sign a Document Yourself Create Templates Here are some other resources to help you: Contact Support: Need help with an account issue? Visit Docusign&#8217;s Support\u00a0page for options to reach Customer Support. Docusign\u00a0Community: Visit the\u00a0Docusign Community, connect with other users, and share leading practices. [\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to sign a document&#8221; tab_id=&#8221;1750750066490-342df797-606d&#8221;][vc_column_text css=&#8221;&#8221;]When someone sends you a Docusign document for your electronic signature, you first receive an email from Docusign sent on behalf of the sender. You&#8217;ll then need to open the document, review it, and provide your electronic signature. If you have quesions or issues with your document, the sender can help you with most scenarios. You can contact the sender by replying to the Docusign email notification you received. Sign a document sent to you via email To begin: Open the email and select\u00a0REVIEW DOCUMENT. a Select\u00a0CONTINUE. a Review\u00a0the\u00a0document\u00a0and\u00a0sign: Review the documents by scrolling or using the page thumbnails in the right-hand navigation pane. When you&#8217;re ready to sign, select the yellow\u00a0START\u00a0tag on the left to begin. Select the\u00a0Sign icon to add your signature. a When you finish selecting all signature tags in the document, confirm signing by selecting\u00a0FINISH\u00a0at the top or bottom of the page. &nbsp; Sign a document from your account To sign a document from within your Docusign account: Navigate to the\u00a0Agreements\u00a0tab &gt; select\u00a0Action Required. a Select\u00a0SIGN\u00a0next to the document you wish to review. a a Review the document and select\u00a0Continue. a Once finished signing, select\u00a0Finish. [\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How do I reset my Docusign password&#8221; tab_id=&#8221;1750750121189-f572f5f5-a309&#8243;][vc_column_text css=&#8221;&#8221;]To reset your password: Visit\u00a0https:\/\/account.docusign.com. Type your email address and select\u00a0NEXT. (If your browser fills in your password automatically,\u00a0delete the stored password\u00a0and re-enter it.) Select\u00a0Reset password. Check your email inbox for a verification code.\u00a0If you did not receive the code, check your Spam or Junk folders. Type the Docusign verification code from your email into the verification code field in your browser and select\u00a0Verify. If you have several users associated with this email address, you&#8217;ll be prompted to select the user for whom you want to reset your password.\u00a0Select your user. Enter the answer to your account security question &gt;\u00a0CONTINUE. The answer to your security question is case-sensitive. You are now ready to update\/change your Docusign password: Review your password requirements. Type your new password Select a security question, and type your\u00a0answer (the answer is case-sensitive). &nbsp; Select\u00a0SAVE. Your password has been successfully updated. You can now log into Docusign using your new credentials.\u00a0Note:\u00a0If you still have trouble accessing the right account, you may need to perform another password reset, and select a different user.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How to search for Envelopes&#8221; tab_id=&#8221;1750764117889-0ea1c401-37c8&#8243;][vc_column_text css=&#8221;&#8221;] The Search box at the top of your\u00a0Agreements\u00a0page searches for matches to the following envelope data: envelope name sender and recipient names recipient email envelope ID If you select the advanced search option to include envelope custom fields, your search includes matches to: Envelope Custom Fields Envelope Type You can focus your search on an envelopes collection (Inbox, Sent, Drafts, Deleted, Bulk Send, or PowerForms), your quick views, or a single folder. All searches are treated as wildcard searches unless you enter your search term in quotation marks. For example,\u00a0@gmail.com\u00a0would return all envelopes with a recipient with a Gmail address. For exact matches, enter your search term in quotation marks. Your search term remains in effect as you select different categories. To reset your list, clear the search term from the search box. Search an envelopes collection\u00a0\u2014 Select\u00a0Inbox,\u00a0Sent,\u00a0Drafts,\u00a0Deleted,\u00a0Bulk Send, or\u00a0PowerForms. Then enter your search term in the search box at the top of the page. If you selected Inbox or Sent, the search also return results in your folders. In the results, if the envelope is filed in a folder, the folder is listed. As an example, here is a search of Sent envelopes and all folders for envelopes sent to or from &#8220;abby&#8221;; some of the envelopes are filed in folders: These results are by defaulted filtered for activity from the last six months. To get more results, you can use the\u00a0Filters method, and set the date filter criteria to search across a broader date range. Limit results to a single folder\u00a0\u2014 Select the folder you want to search from your folder list, and then enter your search term in the\u00a0Search Folders\u00a0box. The search is restricted to the selected folder; any sub-folders are not included in the search. Search by envelope ID\u00a0&#8211; Select your\u00a0Inbox, then enter the complete envelope ID in the\u00a0Search Inbox and Folders\u00a0box at the top of your Manage page. Search envelope custom field values\u00a0&#8211; Enter your search term, open filters, and select\u00a0Advanced search\u00a0&gt;\u00a0Include envelope custom fields. Only exact matches are returned. Search envelope type values\u00a0&#8211; Select your\u00a0Sent\u00a0envelopes. Enter any portion of the envelope type value. For the envelope type &#8220;Other&#8221;, you can search by that term or the custom value entered. 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