2024年8月2日 · Read about the network configuration options for how to convert PDF form field data. Network creators can select the options available to partners and specify what limitations they can put on changes to the converted fields. As the network creator,

2024年4月18日 · Note: For Docusign to recognize PDF form fields, the fields must be configured as printable. The form field properties Visible and Hidden But Printable support the Docusign conversion process. Add a PDF with form fields To begin: Start a new document as described in Start a Document, and upload the PDF with form fields.

2024年5月30日 · The options are: Transform PDF Fields: This is set to False by default. If set to True, the Add documents to an envelope action will look for PDF Form Fields in the document and convert them to Docusign tabs. Assign tabs to recipient: If Transform PDF Fields is set to True, you must designate a recipient to complete the tabs when they open the envelope in …

As you set up your Docusign agreement and upload a PDF with form fields, you choose how to handle the converted fields, including any data already entered: Assign all of the fields to a recipient; any data that was entered into the original form is included in the Docusign field. All fields are assigned to one recipient, but you can change the recipient assignment after you …

2024年4月5日 · The field outline changes to match the recipient's color code. All fields are assigned to one recipient, but you can change the recipient assignment after you convert the form fields. Keep PDF form data. Select this option to convert the contents of the form fields from the original PDF form into a permanent, read-only part of your document.

Learn how to upload documents you need to print, sign, and return. To upload your documents as the return method, follow these instructions. Note that if you've already downloaded the documents but quit or timed out before returning your documents,

2024年4月5日 · Note: Docusign does not support files with password security enabled. To send a file with password security, remove the security setting before uploading the file.

2024年4月11日 · If so, use the Separate PDF option instead to download a compressed .ZIP of all documents. This restriction only applies to download options in the Signing view and/or the On Signing Complete dialog.

2024年4月5日 · Administrators can turn on the Enable PDF/A Conversion and Compliance setting on the Sending Settings page in eSignature Settings. When this setting is enabled by the account Administrator, all new envelope documents uploaded in the account go through PDF/A conversion and compliance checking against the PDF/A ISO-standard.

2024年4月22日 · Learn how to Base64-encode documents when adding to a Power Automate flow. Base64 encoding documents Docusign APIs require that the document you add to a Power Automate flow is Base64-encoded using a specific syntax. There are two ways to Base64-encode documents when adding them to a Docusign envelope.