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Forum Discussion
I can't save a signature request when creating the form on the site
Hello:
I'm having issues with DocuSign or getting a signature. When I upload the form I want sign, I begin inserting the different blocks in the spaces where I want the customer sign. After doing so, I'm not seeing the next steps, so I assume to "save" changes first, then send. However, when I go to save, it says changes will be lost as it's not ready to be saved. After that, there's no next step, so I click to "send". Only when I send, the system "removes" all the inserted blocks for customers to sign and there's nothing on the document showing the customer "where" to place their signature and other requested information.
I've used this process in the past and I don't remember it being this "complicated" and confusing. Any suggestions on HOW to get out of this quandry? Thanks,
In our account, we get (3) free signatures. Because there were issues with the first one I sent, I cancelled it and tried to correct the issue and resend it again. I had to do this (3) times because the system continued to "remove" the signatures that were placed in the document. If the document is the "same" document and was cancelled (3) times (meaning it was NOT sent for signature and the customer was unable to sign it), should this count towards those (3) free signatures, not allowing us to use or send anymore for the month? Again, this is despite the fact they were never used.
Thanks for the feedback,
Virtual
- Jay
Dropbox Staff
Hi @Virtual, thanks for bringing this to our attention.
Just for clarification, are you referring to Dropbox Sign, and not DocuSign, which is a different company?
Have you tried following the steps on this page to create a signature?
If you send a signature on the Dropbox site, even if the form wasn't filled out, then it should count as one of your free signatures.
Keep me updated.
Hi Jay:'
Yes, I mean, DropBox Sign. Thank you also for the instructions. After reviewing it (step by step), I did "all" those steps. But after selecting "send", it appeared to have "remove" the "signer fields" that I replaced throughout the document. Once I hit "send", it sent it. But when I went back to "preview" it (to make sure the signer fields were still there), they were no longer there; they appeared to be removed.
So, since the fields I placed throughout the documents appeared to be no longer there, I canceled the request for signature, as it was no point in sending, as the customer would not be able to sign without those fields.
Can you please explain and/or help with this issue?
In our account, we get (3) free signatures. Because there were issues with the first one I sent, I cancelled it and tried to correct the issue and resend it again. I had to do this (3) times because the system continued to "remove" the signatures that were placed in the document. If the document is the "same" document and was cancelled (3) times (meaning it was NOT sent for signature and the customer was unable to sign it), should this count towards those (3) free signatures, not allowing us to use or send anymore for the month? Again, this is despite the fact they were never used.
Thanks for the feedback,
