Hi, I'm Sofian, the Founder of Solusign Consulting where we help investment firms implement DocuSign. My goal with this channel is to help you save time and money on your DocuSign setup!
If you're interested in DocuSign tutorials and tips on how to make the most of DocuSign, consider subscribing to the channel!
This includes how to set up your DocuSign templates, integrations and I also share case studies to show you how to use DocuSign with real-life example documents.
If you're after 1:1 or team training, you can use this link to schedule an intro call with me: calendly.com/solusign/intro-call
Hi, I send a standard 28-page document to all my clients for signatures, but the verbiage on two or three pages is changed every time. Is it possible to change/replace pages, or should I upload a fresh document every time I send a document for signatures? TIA
Hi Sofian, Scenario: I'm setting up 1st in-person signer option on recipient and a need to sign on 2nd recipient in a template. For this particular template, envelope should send mail for only the 2nd recipient. The host should not receive mail from envelope. How to achieve this scenario?
Can I bulk update one of the signers once I have sent the envelopes - I have 2k envelopes on which I need to change one of the Signers., your help will be appreciated
DocuSign Bulk Send feature -- how do you know if it has been activated on your plan? We keep trying to use it and it doesn't have the same parameters as what you are showing in your tutorial...
This was very helpful. Is there a way I can create a template that provides a link, that I can embed on an email, if the recipient chooses to proceed, they click the link and the template appears for them to complete?
Is it possible to edit a field on the form, eg. I'm sending a customer order form to clients and needs to update the price, start/end dates for each client. Would it be possible to do that or I'll need to upload another template? And is it possible to intergrate that onto my website, for each client as a one off hidden link? And for my website to grab the data and have it exported as an excel? Thanks.
Question: after sending out a DocuSign document, most signatories have signed except for one, which I later consider is not necessary. How do I remove the recipient as a required signatory after I've sent it out? Can that be done? Thanks! 🙏
If I have one DocuSign Account linked to one Salesforce org, can i use the same DocuSign Account to connect to different Salesforce org as well to save over cost either via “DocuSign E-Signature managed package” Or via “DocuSign API”? If yes what's the downside, If no what's the workaround?
If I have one DocuSign Account linked to one Salesforce org, can i use the same DocuSign Account to connect to different Salesforce org as well to save over cost either via “DocuSign E-Signature managed package” Or via “DocuSign API”? If yes what's the downside, If no what's the workaround?
Weird, when I go to look for the added reference field in my document (ie. SaveinExcel) it doesn't show in the Zapier filter list for DocuSign. What could be the reason for this.
This was super helpful, but you, like me, talk super fast! Thank goodness for the ability to stop and rewind! I was able to do what I needed to do right now, and I think you've given me the answers for what do to moving forward. Two thumbs up!
Thanks for the video. Do you know if DocuSign allows users to generate a share link that can be added to the body of an email? Without using web forms?
Not due to your instruction, your instruction was perfect, but due to being unfamiliar with Zapier, I got it done! But, it felt like I was barely hanging on to a wild horse.
