DocuSign Information Guide DocuSign Signing Resource File ...

DocuSign Information Guide

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DocuSign Signing Resource File Information v1.1

Overview This guide provides information about the settings, text of messages, dialog boxes and error messages contained in the branding signing resource file v1.1. The information in the master signing resource file can be modified and uploaded to a brand profile for your account to customize the signing experience for your recipients. The modified file is only used by documents sent with the brand profile the file is uploaded into. Additionally, you can upload two different resource files for signing resources; one for general signing and one for captive (embedded) signing. If you upload both files, normal remote signers will see the information in the Signing resource file and captive (embedded) signers will see the information in the Captive Signing resource file. This option for using resource files for account branding is not normally enabled for an account. Contact your Account Manager to enable this option.

Important: Using resource files for account branding is an advanced option. This option should only be used by someone experienced in working with XML and HTML files. This information guide does not provide specific information about modifying XML and HTML information.

For more information on branding your account and editing your default account messages, contact your DocuSign Account Manager.

Important: Resource files are subject to change without notice. If you customize the Signing Resource file, please review the Signing Resource file with each new DocuSign release.


DocuSign Signing Resource File Information Guide v1.1 2

Table of Contents General Resource File Information ...................................................................................................... 3 Uploading and Downloading Resource Files ....................................................................................... 3 Signing Resource File Usage .............................................................................................................. 8 General Signing Resource File Editing Information.............................................................................. 9 DocuSign Signing Resource File Content .......................................................................................... 11

Language Settings ......................................................................................................................... 11 Dialog Box Settings ........................................................................................................................ 12 General Error Message .................................................................................................................. 12 Cookies Required Message ........................................................................................................... 12 Miscellaneous Settings .................................................................................................................. 13 Accessibility Screen Reader Information ........................................................................................ 14 Browser Compatibility Message ..................................................................................................... 15 Authentication ................................................................................................................................ 16 Welcome - Introduction .................................................................................................................. 30 Continue Button and Other Actions Menu ...................................................................................... 32 Signing Header .............................................................................................................................. 39 Free-Form Signing ......................................................................................................................... 43 In Person Signing........................................................................................................................... 48 Electronic Notary Signing ............................................................................................................... 54 Document Markup .......................................................................................................................... 64 Agent Managed Envelopes ............................................................................................................ 66 Adopt or Draw a Signature and Initials ........................................................................................... 73 Signer Attachments ........................................................................................................................ 80 Assign to Someone Else ................................................................................................................ 86 Decline to Sign ............................................................................................................................... 88 Payment Processing ...................................................................................................................... 92 Print & Sign .................................................................................................................................... 93 Fax Cover Sheets ........................................................................................................................ 101 Signing Complete......................................................................................................................... 106 PowerForms ................................................................................................................................ 114 Error Messages and Landing Pages ............................................................................................ 118

Documentation Changes ................................................................................................................. 124 For More Information ....................................................................................................................... 124

Copyright, Trademark and Patent Information .............................................................................. 125

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DocuSign Signing Resource File Information Guide v1.1

General Resource File Information Resource files are an optional method to control the text elements in your account sending view, signing view and for emails sent by your account. The ability to use the resource file option is not normally enabled for an account; contact your Account Manager or DocuSign Support for more information about enabling this option in your account.

Important: Using resource files for account branding is an advanced function. The resource files are XML files and this option should only be used if you have an experienced XML programmer available to work with your resource files. Changes to resource file must be done with an XML editor; files changed with other applications might not function correctly when uploaded to the DocuSign system.

DocuSign uses three master resource files; one for sending (DocuSign_SendResources.xml), one for signing (DocuSign_SignResources.xml), and one for email messages (DocuSign_EmailResources.xml). In addition to setting text elements, the signing resource file also controls some of the dialog boxes displayed in the signing view. To use resource files, you will download the appropriate master resource file for the information you want to change, modify the resource file and then upload your modified file to the appropriate brand profile in the DocuSign system. Once uploaded, the brand changes are implemented for the brand profile. When you upload a modified resource file, only the differences between your modified file and the master file are saved by the system. You can modify and upload one, two, or all of the master resource files to customize them for your account. If you do not upload a modified resource file, the system will use default information in the master resource file. You can upload two different resource files for signing resources; one for general signing and one for captive (embedded) signing. If you upload both files, normal remote signers will see the information in the signing resource file and captive (embedded) signers will see the information in the captive signing resource file.

Uploading and Downloading Resource Files Important: The resource files are subject to change without notice. If you customize the resource files, please review your signing views with each new DocuSign release.

This section explains how to access your account branding profile to download and upload a signing resource file for a brand profile. You can have different signing resource files for each brand profile.

1. From the New DocuSign Experience web application, click your profile image in the upper right of the console and select Go to Admin. The Preferences page is displayed.

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2. In the navigation panel on the left side of the page, under the ACCOUNT heading, click

Brands.

3. In the list of brand profiles, find the profile with the resource file you want to work with and click

EDIT. The information for the selected profile is shown.

Select to go to Admin

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4. Click on Resource Files:

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If the Resource Files option does not appear then you likely do not have it enabled due to your plan. Contact your account admin to have this feature enabled.

5. In the Select Resource File Type dropdown, select Signing and then DOWNLOAD

MASTER.

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6. After making changes to the resource file, select UPLOAD on Email Resource File.

a. Note: When a modified resource file is uploaded, only the elements that differ from the master resource file are saved as your resource file. There is no preview function associated with uploading Signing resource files. The example views on the Account Branding page are not updated to show changes in the resource files.

b. An account can only have one custom signing resource file and one custom captive signing resource file, so all changes for all languages must be included in the file you are uploading.

c. After uploading a custom file, the information about when and who last uploaded resource file is shown below the download button.

7. To download or edit the customer resource file, choose one of the following options:

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Note: This option is not available if you have not uploaded a custom file.

Note: When downloading your resource files, only the modified elements are included in the file.

Signing Resource File Usage In general, the signing resource file associated with the brand profile set as the Signing DEFAULT is used for the signing experience for documents sent by the account. If a captive signing resource file was uploaded, then captive (embedded) signers will see the information in that signing resource file.

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If your account has multiple brand profiles, users with access to multiple brand profiles can set the brand profile used when creating a template or sending documents. In this case, the signing resource file associated with the selected brand profile is used for the signing experience.

General Signing Resource File Editing Information Important: You are responsible for controlling changes to and maintaining versions of your resource files. DocuSign recommends that you export and save your brand profile information before making any modifications, so that if there are problems with the changes you can import the saved profile to restore the branding information. DocuSign only maintains the current version of your brand profile, including resource files.

When you open the resource file you can edit the data information in the resource file to change the text of messages, dialog boxes and error messages shown during the signing process. Additionally, the signing resource file can be used to show or hide some elements (such as images, text and dialog boxes) used during signing process. The information in the master signing resource file is listed alphabetically and associated information is not always in the same area of the file. When looking for information, you should search the resource file for the appropriate data name string(s). When editing a signing resource file, you can modify a master file or a custom resource file and upload the file with the changes. When saving a custom signing resource file, it is recommended that you only include the elements that are changed. The edited resource files must be saved as xml files.

Note: The text for all buttons in the signing resource file is automatically capitalized and cannot be changed to use lower or mixed case letters.

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If you modify the resource file with changes for a specific language, you should make similar changes for all possible languages that your recipients might use. If you only make the change for one language, that change will be lost if the recipient changes languages in their browser. You can upload an edited resource file to the appropriate brand profile as a normal signing resource file or for captive (embedded) signing of for both. Once a custom resource file is uploaded, the changes are reflected in all new sessions to the signing site.

Note: If you are uploading a custom signing resource file for testing, you might need to close and reopen your browser to test the changes.

When you upload a custom resource file, only the differences between your edited file and the master file are saved by the system. Similarly, when you download your custom resource file, only the differences between the master file and your custom file are included in the downloaded file. DocuSign recommends that you test any resource file changes in your demo account before uploading it to your production account.

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DocuSign Signing Resource File Content

This section provides information about the functions of the data lines in the master signing resource file. The colors and logos used for your signing view are set in the account branding page for your account.

Important: The information in this section is not presented in the same order as given in the master signing resource file. When changing information you might need to search the resource file for the appropriate data name string(s) to find the information. Similarly, when looking for a description of a data name string, you should search this document for that data name.

Language Settings

These lines allow you to set the languages used for a resource file or limit the languages used.

Data Name Description

language twoletterisoname= The two-letter language code html wrapper that sets the language used for the messages in this portion of the resource file. If a value is entered for this, when a signer opens a signing session with that language the settings, header text, and message text in the resource file are used. There can be multiple language wrappers in a resource file.

Note: If you modify the resource file with changes for a specific language, you should make similar changes for all possible languages that your recipients might use. If you only make the change for one language, the change will be lost if the recipient changes languages in their browser.

Example: If you want to customize the resource file text for German (de) and French (fr), you would set up the resource file as follows:

<language twoletterisoname=”de”> [specific settings for German] </language> <language twoletterisoname=”fr”> [specific settings for French] </language>

Languages_LimitTo The two-letter language code that limits the language used for the messages in this portion of the resource file. If a value is entered for this, only that language is shown when signing, no matter what the signer’s browser settings are.

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Dialog Box Settings

These lines allow you to change the position and maximum width of the dialog boxes shown during the signing process.

Data Name Description and Default Value

Dialog_HorizCenterPosition Sets the horizontal center position, in pixels, for dialog boxes.

Default Value: 480

Dialog_MaxWidth Sets the maximum width, in pixels, for dialog boxes.

Default Value: 800

Dialog_TopPosition Sets the position of the top of the dialog box, in pixels.

Default Value: 50

General Error Message

These lines allow you to change the dialog box Header and Message when a 404 error occurs.


_404Error_PageTitle Sets the Header text for a 404 error dialog box.

Default Value: Web Page Not Found

_404Error_Message Sets the message text for a 404 error.

Default Value: We're sorry, but the page you requested could not be found. Please try again.

Cookies Required Message

These lines allow you to change the Title and Message shown for the Cookies Required dialog box.


CookiesRequired_PageTitle Sets the header for the Cookies Required dialog box.

Default Value: Cookies Required

CookiesRequired_Message Sets the text of the Cookies Required message in the dialog box.

Default Value:

How to Enable Cookies

To enable cookies, follow the instructions below for the browser version you are using.

Mozilla Firefox 2.0+

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1. Go to the Tools menu.

2. Select Options.

3. Select the Privacy icon in the panel.

4. Check the box corresponding to Accept cookies from sites.

5. Select OK to save changes.

Apple Safari 5.0+

1. From the Safari menu, select Preferences.

2. From the Privacy dialog box, for Block Cookies, select Never.

3. Select Close.

Microsoft Internet Explorer 6.0+

1. Select Internet Options from the Tools menu.

2. Select on the Privacy tab.

3. Select the Default button (or manually slide the bar down to Medium) under Settings.

4. Select OK.

Miscellaneous Settings

These lines provide miscellaneous information settings for envelopes.


DocuSign_DisableLocationAwareness This sets if the recipient’s location setting is active or disabled (true=disabled).

Default Value: false

DocuSign_MakeDocumentAccessible This sets the text for enabling accessibility for an envelope.

Default Value: Press enter to use the screen reader to access your document.

DocuSign_TabRequiredBorderColor The hexadecimal code for the border color around required tags.

Default Value: #bf1e2e

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Accessibility Screen Reader Information

The text in these lines is only used by screen readers to provide additional clarifying information to recipients. The text is not visible in the signing experience.


DocuSign_HideNote This message is presented for the option that hides the text for a note field on a document.

Default Value: Hide Note

DocuSign_ShowNote This message is presented for the option that shows the text for a note field on a document.

Default Value: Show Note

DocuSign_MakeDocumentAccessible This message is presented at the start of signing if the system detects that a screen reader is active with the browser.

Default Value: Press enter to use the screen reader to access your document.

DocuSign_OpenLinkInNewWindow This message is presented if the active link will open a new browser window.

Default Value: This link will open in a new window.

DocuSign_OpenLinkOnSamePage This message is presented if the active link will navigate to a new location on the same page.

Default Value: This link will navigate within the same page.

DocuSign_OpenPdfInNewWindow This message is presented if the active link will open a PDF in a new browser window.

Default Value: This link will open a pdf in a new window.

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Browser Compatibility Message

These lines allow you to change the text used for the message shown when DocuSign detects that the signer’s browser is not supported or is in compatibility mode.

# Data Name Description and Default Value

1 BrowserSupport_YourBrowserIsNotSupported Sets the heading for the Browser Not Supported message.

Default Value: Your browser isn't supported

2 BrowserSupport_InternetExplorerOutdatedOrCompat Sets the description text for Browser Not Supported message.

Default Value: The version of Internet Explorer you are using is outdated or running in compatibility mode which is not supported by DocuSign.

3 BrowserSupport_DownloadFollowingToContinue Sets the action text for the Browser Not Supported message.

Default Value: Download one of the following browsers to continue:

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4 BrowserSupport_VersionXOrAbove Sets the text for the supported browser versions.

Default Value: {0} or above

5 BrowserSupport_CurrentVersion Sets the text for the supported browser versions, current version.

Default Value: Current Version

6 BrowserSupport_CurrentUserAgent Sets the introduction text for the signer’s current user agent string.

Default Value: Current Browser User Agent String:

Authentication

These lines allow you to change the text for the dialog box header and message text used for different signer authentication methods.

Access Code Authentication

These lines set the messages used in the Access Code Authentication dialog box.


A ActivationSec_DontKnowCodeShow Sets if the ‘did not receive access code’ button is shown or hidden (true = show).

Default Value: true

1 ActivationSec_AccessCodeHeader Sets the heading for the Access Code authentication dialog box.

Default Value: Please enter the access code to view the document

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2 ActivationSec_AccessCodeMsgDefault Sets the text of the Access Code authentication message. Note that the text The sender, at the start of this message in the image above, is edited by the string described in 2a below.

Default Value: has requested you enter a secret access code prior to reviewing the document. You should have received an access code in a separate communication. Please enter the code and validate it in order to proceed to viewing the document.

2a ActivationSec_TheSender Sets the text The sender in the Access Code authentication message.

Default Value: The sender

2 ActivationSec_AccessCodeMsgDefault_Mobile Sets the text of the Access Code authentication message for mobile clients.

Default Value: [[UserName]] from [[CompanyName]] has requested you enter a secret access code prior to reviewing the document. You should have received an access code in a separate communication.

3 ActivationSec_EnterCode Sets text for the access code entry field.

Default Value: Access Code

3 ActivationSec_EnterCode_Mobile Sets the text for the access code entry field for mobile clients.

Default Value: Enter Access Code

4 ActivationSec_NeverReceiveCode Sets the text for the ‘did not receive access code’ button.

Default Value: I never received an access code

5 ActivationSec_ShowText Sets the text for the option to show/hide the text entered in an authentication field. When selected the text will switch to the other option.

Default Value: Show Text

5 ActivationSec_HideText Sets the text for the option to show/hide the text entered in an authentication field. When selected the text will switch to the other option.

Default Value: Hide Text

ActivationSec_IncorrectAccessCode Sets the error message for an incorrect Access Code.

Default Value: Incorrect Access Code. You have [[AttemptsLeft]] more tries.

ActivationSec_IncorrectAccessCodeOneLeft Sets the error message for an incorrect Access Code with only one more try remaining.

Default Value: Incorrect Access Code. You have 1 more try.

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SMS Authentication (Choose)


1 ActivationSec_SenderSecRequest Sets the header for the authentication method dialog box. This header applies to all authentication methods, except for Access Code Authentication.

Default Value: Security Requests from Sender

2 ActivationSec_SMSAuth Sets the heading inside the dialog box for SMS Authentication dialog boxes.

Default Value: SMS Authentication

3 ActivationSec_SMSAuthDesc Sets the text for the SMS Authentication message.

Default Value:

In order to access this document, you need to confirm your identity using your mobile phone.

1. Choose a phone number below and select the "Send SMS" button to receive a text message.

2. Enter the access code on the following page.

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4 ActivationSec_SMSAuthSelPhone Sets the text for phone number selection.

Default Value: Please select a phone that can receive text messages so you can authenticate:

5 ActivationSec_SMSAuthCall Sets the text of the Send SMS button.

Default Value: Send SMS

6 ActivationSec_SMSAuthNoPhone Sets the text displayed below the Send SMS and Cancel buttons.

Default Value: If you do not have access to your mobile phone at this time, select “Cancel” and retry when you have access.

- ActivationSec_SMSAuthCodeMessage Sets the text of the message sent to the recipient’s phone.

Default Value: Your DocuSign authentication code is:

SMS Authentication (Confirm Code)




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2 ActivationSec_SMSAuth Sets the heading inside the dialog box for SMS Authentication dialog boxes.

Default Value: SMS Authentication

3 ActivationSec_SMSAuthCalled Sets the text of the text sent message.

Default Value: An SMS message has been sent to your mobile phone. You should receive it momentarily.

4 ActivationSec_SMSAuthFinish Sets the text of the instructions used for entering the authentication code.

Default Value: Enter the code you received in the SMS message in the field below and press Confirm Code.

5 ActivationSec_SMSAuthComplete Sets the text of the Confirm Code button.

Default Value: Confirm Code

5 ActivationSec_SMSAuthComplete_Mobile Sets the text of the Confirm button for mobile clients.

Default Value: Confirm

6 ActivationSec_SMSAuthNoRing Sets the text of the instructions of what the recipient should do if the text message is not received.

Default Value: If you do not receive an SMS message, select "Back", verify the mobile phone number and try sending the SMS message again.

6 ActivationSec_SMSAuthNoRing_Mobile Sets the text of the instructions of what the recipient should do if the text message is not received for mobile clients.

Default Value: If you do not receive an SMS message, tap "Back", verify the mobile phone number and try sending the SMS message again.

- ActivationSec_SMSAuthCodeFailedAttempt Sets the text for the invalid code error message, where {0} shows the remaining number of attempts. Recipients have 3 attempts to enter the code correctly.

Default Value: Invalid code. You have {0} attempts left.

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Phone Authentication (Choose or Enter)

These lines set the messages used for Phone Authentication dialog box used to choose or enter a recipient’s phone information.




2 ActivationSec_PhoneAuth Sets the heading inside the dialog box for Phone Authentication. This heading is used in both phone authentication dialogs.

Default Value: Phone Authentication

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3 ActivationSec_PhoneAuthDesc Sets the text for the Phone Authentication message. The “Choose or Enter” text depends on if the Recipient may Provide option is selected when sending the envelope.

Default Value:

The sender has selected phone authentication.

1. [[ChooseOrEnter]] a phone number where you can receive a phone call, and select the "Call" button below.

2. You will receive a phone call, and will be prompted to provide a code and speak your name.

4 ActivationSec_PhoneAuthSelPhone Sets the text for phone number selection.

Default Value: Please select a phone that you currently can answer to authenticate:

5 ActivationSec_PhoneAuthOrEnterPh Sets the text for allowing the recipient to enter a phone number.

Default Value: Enter phone number (with area code):

6 ActivationSec_PhoneAuthCall Sets the text of the Call button.

Default Value: Call

7 ActivationSec_PhoneAuthNoPhone Sets the text displayed below the Call and Cancel buttons.

Default Value: If you are not near a phone to authenticate you, select "Cancel", and return when you are near one of the above phones.

ActivationSec_CallMessage Sets the text displayed if the signer selects the ‘Call’ button without selecting a phone number.

Default Value: You must first choose a phone before selecting "Call".

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Phone Authentication (Call Placed)

These lines set the messages used for Phone Authentication dialog box used when the call has been placed.




2 ActivationSec_PhoneAuth Sets the heading inside the dialog box for Phone Authentication. This heading is used in both phone authentication dialogs.

Default Value: Phone Authentication

3 ActivationSec_PhoneAuthCalled Sets the text saying a call was placed.

Default Value: Call Placed.

4 ActivationSec_PhoneAuthRingWait Sets the text after the call placed text.

Default Value: Your phone should ring within 10 seconds.

5 ActivationSec_PhoneAuthEnterCode Sets the text of the instructions for entering the authentication code.

Default Value: When your phone rings, you must enter the following Authentication Code into your phone.

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6 ActivationSec_AuthCode Sets the text of the authentication code description.

Default Value: Authentication Code:

7 ActivationSec_PhoneAuthFinish Sets the text of the instructions used after entering the authentication code.

Default Value: Once you enter the code in response to the telephone prompt, and provide a voice sample, you will be authenticated.

8 ActivationSec_PhoneAuthComplete Sets the text for the phone ‘authentication complete’ button.

Default Value: Phone Authentication Complete

8 ActivationSec_PhoneAuthComplete_Mobile Sets the text for the phone ‘authentication complete’ button for mobile clients.

Default Value: Authentication Complete

9 ActivationSec_PhoneAuthNoRing Sets the text of the instructions of what the signer should do if their phone does not ring.

Default Value: If your phone does not ring within a minute, select "Back" and ensure you have entered the correct phone information.

9 ActivationSec_PhoneAuthNoRing_Mobile Sets the text of the instructions of what the signer should do if their phone does not ring for mobile clients.

Default Value: If your phone does not ring within a minute, tap your browser's back button and ensure you have entered the correct phone information.

ActivationSec_PhoneAuthContinue Sets the text when phone authentication is successfully completed.

Default Value: Your information has been validated. You may now continue by selecting the "Continue" button below.

ActivationSec_PhoneAuthError Sets the text of the header for a phone authentication error dialog box.

Default Value: Unexpected Processing Error

ActivationSec_PhoneAuthErrorDesc Sets the message text presented in the phone Authorization error dialog box.

Default Value: An unexpected error occurred while processing your information. Select the "Cancel" button to cancel for now (and try again later), or select the "Retry" button to try again.

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ID Check Authentication (Personal Information)

These lines set the text used for ID Check authentication. The text used varies depending on the type of ID check used by your account.




2 ActivationSec_IDChkInfo Sets the heading text for the type of ID Check.

Default Value: ID Check - Personal Information

2 ActivationSec_IDChkStan Sets the heading text for the type of ID Check.

Default Value: ID Check - STAN

3 ActivationSec_IDChkHomeAddr Sets the message text for the information to be entered.

Default Value: Enter your home address. This information, along with your name will be used to generate a list of questions to verify your identity.

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4 ActivationSec_IDChkHomeReq Sets the message text for required information.

Default Value: Required Information (Home Address)

5 ActivationSec_OptInfo Sets the message text for optional information.

Default Value: Optional Information

6 ActivationSec_SSN4 Sets the description text for the Social Security Number field.

Default Value: Last 4 digits of SSN

6 ActivationSec_SSN9 Sets the description text for the Social Security Number field.

Default Value: Full 9 digits of SSN

7 ActivationSec_DOB Sets the description text for the Data of Birth field.

Default Value: Date of Birth

8 ActivationSec_DateFormat Sets the description text for the date of birth format.

Default Value: mm / dd / yyyy

8 ActivationSec_DateFormat_Mobile Sets the description text for the date of birth format for mobile clients.

Default Value: MM / DD / YYYY

9 ActivationSec_IDChkValidInfo Sets the text for the warning message for required information.

Default Value: You must enter required and valid information before you can continue.

- ActivationSec_IDCheckAttemptsTooMany Sets the text for the error message shown is the recipient exceeds the number of generated ID Check question sets for the account.

Default Value: You went past the maximum of [[Attempts]] attempts to display id check questions.

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ID Check Authentication (questions)

These lines set the text used for ID Check authentication questions page. The text used varies depending on the type of ID check used by your account.




2 ActivationSec_IDChkQuestions Sets the heading text for the ID Check.

Default Value: ID Check - Identification Questions

3 ActivationSec_IDChkQuestionsDesc Sets the message text for the ID Check description.

Default Value: These questions are being generated as a means of an identity check requested by the document sender. None of this information is provided to the document sender or to anyone except you.

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4 ActivationSec_IDCheckAnswersPopulate Sets the text for the warning message for required information.

Default Value: Please answer all of the questions provided.

5 ActivationSec_SubmitAnswers Sets the text for the ‘submit answers’ button.

Default Value: Submit Answers

ActivationSec_IDCheckAttemptsTooMany Sets the text of the message shown to signers when they exceed the number of unique ID Check question sets a recipient can get before being locked out of an envelope. The [[Attempts]] is the number of attempts set for the account.

Default Value: You went past the maximum of [[Attempts]] attempts to display id check questions.

Social ID or Live ID Authentication

These lines set the messages used for the Social ID or Live ID dialog box and error messages.




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2 ActivationSec_LiveIdInstructions1 Sets the first line of the instruction text for Live ID or Social ID authentication message.

Default Value: The sender requests that you verify your identity with [ID Type].

3 ActivationSec_LiveIdInstructions2 Sets the second line of the instruction text for Live ID or Social ID authentication message.

Default Value: To proceed with validating your identity, please select the 'continue' button, and follow the instructions in the popup box. If you do not have a [ID Type] membership, you will be able to sign up for one by selecting 'continue'. You will need to enable popup windows for your browser.

ActivationSec_LiveIdErrorMsgNoLiveId Sets the text of the message shown to the recipient if they select that they do not have a Live ID.

Default Value: The sender of this envelope will be notified that you do not have a Live ID to validate.

ActivationSec_LiveIdErrorMsgNoMailMatch Sets the text of the message shown to the recipient if their email does not match the Live ID.

Default Value: The sender of this envelope will be notified that their email did not match your Live ID.

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Welcome - Introduction

These lines set the text used in the welcome/introduction presented to recipients at the start of the signing experience.

Note: For the introduction, if the DocuSign_IntroAgreeWithLink (#2) text is customized, it is shown to signers. If DocuSign_IntroAgreeWithLink (#2) is not customized, the DocuSign_FirstLineIntroAgreeWithLink (#6) and DocuSign_IntroAgree (#7) is used.


A DocuSign_HideIntroductionSenderProfileImage Sets if the sender’s profile image is shown or hidden (true = hide). This applies to the sender profile image on all dialogs.


B DocuSign_HideIntroductionSender Sets if the sender’s information is shown or hidden (true = hide). Note that this applies to the sender’s information on all dialogs.


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C DocuSign_WelcomeDialogHideEmailContent Sets if the text of the email message sent to all recipients is shown or hidden (true = hide). The View Less and View More


D DocuSign_SuppressStartDialog Sets if the Welcome – Introduction header, at the top of the browser page when starting the signing experience, is shown or hidden (true = hide). Note that hiding this header also hides the sender profile image, sender information, and email message. It will not hide any private messages to the recipient.


1 DocuSign_WelcomeDialogHeader Sets the text shown at the top of the page when a signer opens the signing experience.

Default Value: Please Review & Act on These Documents

2 DocuSign_IntroAgreeWithLink Sets the text associated with the agree to use electronic records and signatures checkbox.

Default Value: I agree to use [[[DocuSign_IntroAgreeLinkText]]]

3 DocuSign_IntroAgreeLinkText Sets the merge field text used for the agree to use electronic records and signatures link.

Default Value: Electronic Records and Signatures

4 DocuSign_PrivateMessage Sets the text shown to the left of a recipient’s private message.

Default Value: Private Message:

5 DocuSign_ViewMore Sets the text shown for the message View More link.

Default Value: View More

5 DocuSign_ViewLess Sets the text shown for the message View Less link

Default Value: View Less

6 DocuSign_FirstLineIntroAgreeWithLink Sets the text associated with the first line of the electronic records and signatures agreement.

Default Value: Please read the [[[DocuSign_IntroAgreeLinkText]]]

7 DocuSign_IntroAgree Sets the text associated with the agree to use electronic records and signatures checkbox.

Default Value: I agree to use electronic records and signatures.

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Continue Button and Other Actions Menu

These lines set the text used by the CONTINUE button and the OTHER ACTIONS menu. Note that the image used as the example shows all the possible options that could appear in the menu. The options actually shown depend on the viewer and the options enabled for the document or account.

Other Actions Menu Items Enabled outside of the Resource File

Many of the items in the OTHER ACTIONS menu are controlled by settings outside of the signing resource file. The list below describes the settings used to determine when the different menu items are shown.

PRINT & SIGN option – Availability of this option is determined by the following options and settings:

Note: This option is enabled or disabled as described below, while the DocuSign_FaxAllowForSignOnPaper line is only used to enable or disable returning printed and signed documents by fax.

• New DocuSign Experience web application Go To Admin – Signing Settings – Recipients Options: Allow signers to sign on

paper and Allow senders to override sign on paper options.

If the Allow signers to sign on paper option is disabled for the account, then the PRINT & SIGN option will not appear in the menu.

If the Allow signers to sign on paper option is enabled and the Allow senders to override sign on paper option is disabled, the PRINT & SIGN option will always appear in the menu.

If both the Allow signers to sign on paper and Allow senders to override sign on paper options are enabled, the PRINT & SIGN option can be set by the sender during sending.

• New DocuSign Experience web application Sending an Envelope or Creating a Template – Advanced Options – Allow recipients to sign on paper option.

If both the Sign on paper and Sign on paper user override options are enabled for the account, the sender can select the Allow recipients to sign on paper option to show the PRINT & SIGN option in the menu.

• New DocuSign Experience web application Sending Documents or Creating a Template – Advanced Options – Allow recipients to sign on paper option.

If both the Sign on paper and Sign on paper user override options are enabled for the account, the sender can select the Allow recipients to sign on paper option to show the PRINT & SIGN option in the menu.

• API sending REST enableWetSign and SOAP EnableWetSign settings.

If both the Sign on paper and Sign on paper user override options are enabled for the account, the API sender can set the appropriate API envelope setting to show the PRINT & SIGN option in the menu.

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ASSIGN TO SOMEONE ELSE option – Availability of this option is determined by the following options and settings:

• New DocuSign Experience web application Go To Admin – Signing Settings – Recipients Options: Signers can reassign envelopes and Allow override of reassign by sender options.

If the Allow recipients to change signing responsibility option is disabled for the account, then the ASSIGN TO SOMEONE ELSE option will not appear in the menu.

If the Allow recipients to change signing responsibility option is enabled and the Allow sender to override change signing

responsibility option is disabled, the ASSIGN TO SOMEONE ELSE option will always appear in the menu.

If both the Allow recipients to change signing responsibility and Allow sender to override change signing responsibility options are enabled, the ASSIGN TO SOMEONE ELSE option can be set by the sender during sending.

• New DocuSign Experience web application Sending an Envelope or Creating a Template – Advanced Options – Allow

recipients to change signing responsibility option.

If both x and Allow sender to override change signing responsibility options are enabled for the account, the sender can select the Allow recipients to change signing responsibility option to show the ASSIGN TO SOMEONE ELSE option in the menu.

• New DocuSign Experience web application Sending Documents or Creating a Template – Advanced Options – Allow

recipients to sign on paper.

If both the Allow sender to override change signing responsibility and Allow sender to override change signing

responsibility options are enabled for the account, the sender can select the Allow recipients to change signing

responsibility option to show the ASSIGN TO SOMEONE ELSE option in the menu.

• API sending REST allowReassign and SOAP AllowReassign settings.

If both the Allow sender to override change signing responsibility and Allow sender to override change signing

responsibility options are enabled for the account, the API sender can set the appropriate API envelope setting to show the ASSIGN TO SOMEONE ELSE option in the menu.

MARK UP option – Availability of this option is determined by the following options and settings:

• New DocuSign Experience web application GO TO ADMIN – Signing Settings – Recipients: Allow recipients to edit

document option.

If the Allow recipients to edit the document option is enabled, the Advanced Options - Allow recipients to edit document

option can be set by the sender during sending.

• New DocuSign Experience web application Sending an Envelope or Creating a Template – Advanced Options - Allow

recipients to edit document option.

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If the Allow recipients to edit the document option is enabled for the account, the sender can select the Allow recipients to

edit document option to show the MARK UP option in the menu.

• New DocuSign Experience web application Sending Documents or Creating a Template – Advanced Options – Allow

recipients to sign on paper.

If the Allow recipients to edit the document option is enabled for the account, the sender can select the Allow recipients to

edit the document option to show the MARK UP option in the menu.

• API sending REST allowMarkup and SOAP AllowMarkup settings.

If the Allow recipients to edit the document option is enabled for the account, the API sender can set the appropriate API envelope setting to show the MARK UP option in the menu.

FORM DATA, CORRECT, and VOID options – These options are only available to senders and only if enabled for the account or sender.

View History and View Certificate links – These can be disabled on account level by contacting DocuSign and asking for the Disable

signers from viewing certificates and/or Disable signers from viewing history options to be set.

Help & Support link – This can be disabled in the New DocuSign Experience web application

1. Click GO TO ADMIN

2. Under the ACCOUNT section click BRANDS

3. Click SIGNING

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4. Select the EDIT button on the brand.

5. Click on Header and Footer Links

6.

7. – Links tab by selecting to Hide the Footer Support.

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A DocuSign_FinishLaterAllow Sets if the Finish Later option is shown or hidden (true = show).

Default Value: true

A DocuSign_FinishLaterAllowForLoggedIn Sets if the Finish Later option is shown or hidden (true = show) for users with DocuSign accounts that are currently logged on the system.

Default Value: true

B DocuSign_FaxAllowForSignOnPaper Sets if return by fax is available for the Print & Sign option (true = available).

Default Value: true

C DocuSign_DeclineAllow Sets if the Decline to Sign option is shown or hidden (true = show).

Default Value: true

1 DocuSign_BeginSigningMessage Sets the hover help text for the Continue signing button.

Default Value: Select Continue to begin the signing process

2 DocuSign_Continue Sets the text of the Continue signing button.

Default Value: Continue

3 DocuSign_MoreOptions Sets the text shown for the OTHER ACTIONS menu.

Default Value: Other Actions

4 DocuSign_FinishLater Sets the text for selecting the FINISH LATER option.

Default Value: Finish Later

5 DocuSign_TipFinishLater Sets the text shown under the FINISH LATER option.

Default Value: Save the document in its current state and finish the signing process at a later time.

6 DocuSign_ChangeSigner Sets the text for selecting the ASSIGN TO SOMEONE ELSE option. This also sets the header text for the ASSIGN TO SOMEONE ELSE dialog box.

Default Value: Assign to Someone Else

7 DocuSign_TipChangeSigner Sets the text shown under the ASSIGN TO SOMEONE ELSE option.

Default Value: Should someone else be signing? Provide the new signer’s email address and send the document to them for signature.

8 DocuSign_Markup Sets the text for selecting the MARK UP option.

Default Value: Mark Up

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9 DocuSign_TipMarkup Sets the text shown under the MARK UP option.

Default Value: Make changes and collaborate on the document’s content.

10 DocuSign_FormData Sets the text for selecting the FORM DATA option.

Default Value: Form Data

11 DocuSign_TipFormData Sets the text shown under the FORM DATA option.

Default Value: Read and download the document form data.

12 DocuSign_SignOnPaper Sets the text for selecting the PRINT & SIGN option. It also sets the header text for the Print & Sign instructions dialog box.

Default Value: Print & Sign

13 DocuSign_TipSignOnPaper Sets the text shown under the PRINT & SIGN option when return by fax is available.

Default Value: Print the document and sign in ink. Then either scan and upload or fax back the document.

13 DocuSign_TipSignOnPaperNoFax Sets the text shown under the PRINT & SIGN option when return by fax is disabled.

Default Value: Print the document and sign in ink. Then upload the document to finish signing.

14 DocuSign_Decline Sets the text for selecting the DECLINE TO SIGN option. It also sets the header text for the ‘Decline to Sign’ dialog box.

Default Value: Decline to Sign

15 DocuSign_TipDeclineToSign Sets the text shown under the DECLINE TO SIGN option.

Default Value: Notify the sender you refuse to sign the document.

16 DocuSign_Void Sets the text for selecting the VOID option.

Default Value: Void

17 DocuSign_TipVoid Sets the text shown under the VOID option.

Default Value: Cancel the document. Notifies all recipients and removes access to the document.

18 DocuSign_Correct Sets the text for selecting the CORRECT option.

Default Value: Correct

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19 DocuSign_TipCorrect Sets the text shown under the CORRECT option.

Default Value: Change recipient information, fields, or the document’s content after sending.

20 DocuSign_About Sets the text of the about DocuSign link.

Default Value: About DocuSign

21 DocuSign_EnvelopeHistory Sets the text of the view document history link.

Default Value: View History

Signing Header

These lines set the information shown and message text displayed at the top of the signing page.

A B

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A DocuSign_SigningAllowDownload Sets if the download button is shown or hidden (true = show).

Note that this button cannot be hidden from recipients that are members of the sender’s account.

Default Value: true

B DocuSign_SigningAllowPrint Sets if the print button is shown or hidden (true = show).


Default Value: true

B DocuSign_SigningAllowPrint_tablet Sets if the print button is shown or hidden (true = show) for tablets.


Default Value: true

DocuSign_Download Sets the hover tip text for ‘Download’ documents button.

Default Value: Download

DocuSign_Print Sets the hover tip text for ‘Print’ documents button.

Default Value: Print

1 DocuSign_DownloadCombinedLabel Sets the header text for downloading documents as a combined PDF file.

Default Value: Combined PDF

DocuSign_DownloadCombinedLabelTooltip Sets the tip text for downloading documents as a combined PDF file.

Default Value: Download Combined PDF

2 DocuSign_DownloadArchiveLabel Sets the header text for downloading documents as a zip file with separate PDFs.

Default Value: Separate PDFs

DocuSign_DownloadArchiveLabelTooltip Sets the tip text for downloading documents as a zip file with separate PDFs.

Default Value: Download Separate PDFs

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Help and Information Text

These lines set the text shown at the top or bottom of the page to provide guidance to signers about the actions to take when filling out fields and to finish signing.


1 DocuSign_FinishSigning Sets the text of the Finish signing button.

Default Value: Finish

DocuSign_HelpfulMessageApprove Sets the help cue text for an Approve field.

Default Value: Approve

DocuSign_HelpfulMessageCheckbox Sets the help cue text for a checkbox.

Default Value: Select the checkbox to mark

DocuSign_HelpfulMessageCommission ExpirationDate

Sets the help cue text for a Notary Commission expiration date field.

Default Value: Commission expiration date

DocuSign_HelpfulMessageCommissionNumber Sets the help cue text for a Notary Commission Number field.

Default Value: Commission number

DocuSign_HelpfulMessageCompany Sets the help cue text for a Company field.

Default Value: Enter your company

DocuSign_HelpfulMessageCounty Sets the help cue text for a Country field.

Default Value: County

DocuSign_HelpfulMessageDate Sets the help cue text for a Date field.

Default Value: Date

Help and information text is shown at the top or bottom of the page.

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DocuSign_HelpfulMessageDecline Sets the help cue text for a Decline field.

Default Value: Decline

DocuSign_HelpfulMessageDone Sets the help cue text when a signer has completed all required tags or placed a tag during free-form signing.

Default Value: Done! Select Finish to send the completed document.

DocuSign_HelpfulMessageFreeform Sets the help cue text for free-form signing.

Default Value: Drag and drop fields from the left panel onto the document

DocuSign_HelpfulMessageInitialHere Sets the help cue text for a required Initials field.

Default Value: Select the initial field to create and add your initials.

DocuSign_HelpfulMessageInitialHereOptional Sets the help cue text for an optional Initials field.

Default Value: Select the initial field to add your initials.

DocuSign_HelpfulMessageList Sets the help cue text for a List field.

Default Value: Select an option from the list

DocuSign_HelpfulMessageMarkupText Sets the help cue text when the mark up feature is activated.

Default Value: Mark changes on document

DocuSign_HelpfulMessageNotarySeal Sets the help cue text for a Notary Seal field.

Default Value: Notary seal

DocuSign_HelpfulMessageNumber Sets the help cue text for a Number field.

Default Value: Enter number

DocuSign_HelpfulMessagePleaseReview Sets the help cue text shown when starting the signing process. .

Default Value: Please review the documents below.

DocuSign_HelpfulMessageRadio Sets the help cue text for a Radio Button field.

Default Value: Select one radio button

DocuSign_HelpfulMessageSignerAttachment Sets the help cue text for a required Signer Attachment field.

Default Value: Select the attachment field to add a document.

DocuSign_HelpfulMessageSignerAttachmentOptional

Sets the help cue text for an optional Signer Attachment field.

Default Value: Select to attach a file

DocuSign_HelpfulMessageSignHere Sets the help cue text for a required Signature field.

Default Value: Select the sign field to create and add your signature.

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DocuSign_HelpfulMessageSignHereOptional Sets the help cue text for an optional Signature field.

Default Value: Select the sign field to add your signature.

DocuSign_HelpfulMessageSSN Sets the help cue text for an SSN field.

Default Value: Enter social security number

DocuSign_HelpfulMessageState Sets the help cue text for a State field.

Default Value: Enter your state

DocuSign_HelpfulMessageStreetAddress Sets the help cue text for a Street Address field.

Default Value: Street address

DocuSign_HelpfulMessageTelephoneNumber Sets the help cue text for a Telephone Number field.

Default Value: Telephone number

DocuSign_HelpfulMessageText Sets the help cue text for a Text (Data) field.

Default Value: Enter text

DocuSign_HelpfulMessageTitle Sets the help cue text for a Title field.

Default Value: Enter your title

DocuSign_HelpfulMessageZIP5 Sets the help cue text for a Zip Code field.

Default Value: Enter five digit zip code

DocuSign_HelpfulMessageZIP5DASH4 Sets the help cue text for a Zip Code +4 field.

Default Value: Enter five digit zip code plus four digits

Free-Form Signing

These lines set the information shown and message text used for Free-Form signing.

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Free-Form Signing Menu

These lines set the text used for the Free-Form Signing menu.


DocuSign_SignerPlacedAddTooltip Sets the help text for the free-form signing menu.

Default Value: Select and drag a tag onto the document.

DocuSign_HelpfulFreeformBegin_Mobile Sets the help text for the free-form signing menu for mobile clients.

Default Value: Tap on document to add a field

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1 DocuSign_Fields Sets the heading text above the free-form signing fields.

Default Value: Fields

2 DocuSign_DragSignature Sets the text associated with a Signature tag in the menu.

Default Value: Signature

DocuSign_DragSignHereTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Signature tag

3 DocuSign_DragInitial Sets the text associated with an Initial tag in the menu.

Default Value: Initial

DocuSign_DragInitialHereTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Initial tag

4 DocuSign_DragDateSigned Sets the text associated with a Date Signed tag in the menu.

Default Value: Date Signed

DocuSign_DragDateSignedTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Date Signed tag

5 DocuSign_DragFullName Sets the text associated with a Full Name tag in the menu.

Default Value: Name

DocuSign_DragFullNameTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Name tag

6 DocuSign_DragFirstName Sets the text associated with a First Name tag in the menu.

Default Value: First Name

6 DocuSign_DragFirstName_Mobile Sets the text associated with a First Name tag in the menu for mobile clients.

Default Value: First Name

DocuSign_DragFirstNameTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop First Name tag

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7 DocuSign_DragLastName Sets the text associated with a Last Name tag in the menu.

Default Value: Last Name

7 DocuSign_DragLastName_Mobile Sets the text associated with a Last Name tag in the menu for mobile clients.

Default Value: Last Name

DocuSign_DragLastNameTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Last Name tag

8 DocuSign_DragEmailAddress Sets the text associated with an Email Address tag in the menu.

Default Value: Email Address

8 DocuSign_DragEmailAddress_Mobile Sets the text associated with an Email Address tag in the menu for mobile clients.

Default Value: Email

DocuSign_DragEmailAddressTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Email Address tag

9 DocuSign_DragCompany Sets the text associated with a Company tag in the menu.

Default Value: Company

DocuSign_DragCompanyTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Company Name tag

10 DocuSign_DragTitle Sets the text associated with a Title tag in the menu.

Default Value: Title

DocuSign_DragTitleTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Title tag

11 DocuSign_DragText Sets the text associated with a Text tag in the menu.

Default Value: Text

DocuSign_DragTextTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Text tag

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12 DocuSign_DragCheckbox Sets the text associated with a Checkbox tag in the menu.

Default Value: Checkbox

DocuSign_DragCheckboxTab Sets the text of the message shown when the recipient’s cursor hovers over the tag.

Default Value: Drag and drop Checkbox tag

DocuSign_SignerPlacedCompleteTooltip Sets the help text for completing free-form signing.

Default Value: Select Finish when you are ready to complete signing.

DocuSign_SignerPlacedCompleteTooltipMobile Sets the help text for completing free-form signing for mobile clients.

Default Value: Tap Finish when you are ready to complete signing.

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In Person Signing

These lines set the information shown and message text used for In Person Signing.

Signing Host Welcome – Introduction

These lines set if the Signing Host instructions are shown and the message text shown to the signing host.


DocuSign_InPersonSuppressHostInstructions This shows or hides the Host an In-Person Signing instructions dialog box (true = hide).


1 DocuSign_InPersonSecurityTitle Sets the header text for the Host and In Person Signing dialog box.

Default Value: Host an In-Person Signing

2 DocuSign_InPersonStartDesc Sets the introduction text for the Host.

Default Value: You have been asked by [[SenderName]] to be a signing host for the following documents. As a signing host you will:

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3 DocuSign_InPersonStartStep1 Sets the text for step 1 of the host actions.

Default Value: Pass control of the mouse and keyboard or mobile device to [[Signer]].


Default Value: Ask [[Signer]] to enter required authentication information.


Default Value: Support [[Signer]] through the e-signing process.


Default Value: Help [[Signer]] obtain a copy of the document when finished.


Default Value: Collect the mouse and keyboard or mobile device from [[Signer]].


Default Value: Enter your DocuSign account password to complete the signing process.

9 DocuSign_InPersonStartSkip Sets the text for ‘skip’ checkbox.

Default Value: Check here to skip this message in the future

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Collect Signer Information

These lines set the message text shown to collect signer identification. This dialog box is only shown if an In Person Signer ID Question is entered in the DocuSign Console.

Note: The description header text for the signer identification field is set in account Preferences.


1 DocuSign_InPersonSecurityTitleIdentification Sets the header text for the dialog box.

Default Value: Collect Signer Identification

2 DocuSign_InPersonIdDesc Sets the instructions for collecting signer information.

Default Value: Please collect the required Identification for [[Signer]]

DocuSign_InPersonIdError Sets the message text shown if no information in entered for the question and the signer tries to continue.

Default Value: Please enter an answer to the question.

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Pass Control to Signer

These lines set if the Host Signing Pass Control dialog box is shown and the message text in the dialog box.


DocuSign_InPersonSuppressPassNotifications This shows or hides the Host Signing pass controls dialog box (true = hide).


1 DocuSign_InPersonSecurityTitlePass Sets the header text for the pass control dialog box.

Default Value: Host Signing

2 DocuSign_InPersonControl Sets the instruction text for the pass control dialog box.

Default Value: control of the keyboard and mouse.

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Signer Save A Copy

These lines set if the Save your Copy dialog box is shown and the message text in the dialog box.


DocuSign_InPersonSuppressEmailCopy This shows or hides the signer Save your Copy dialog box (true = hide).


1 DocuSign_HeaderStepGetCopy Sets the header text for the signer Save your Copy dialog box.

Default Value: Save your Copy

2 DocuSign_InPersonEmailDesc Sets the message text for the signer Save your Copy dialog Box.

Default Value: [[Signer]], please enter your email address so a copy of the signed document can be sent to you after all people have signed.

3 DocuSign_InPersonEmail Sets the text associated with the email address field.

Default Value: Email Address

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Pass Control to Host

These lines set the message text in the Pass Control dialog box. The header and text used in this dialog is also used for Electronic Notary Signing Pass Control to Notary Public.


1 DocuSign_HeaderStepPassControl Sets the header text for the Pass Control dialog box. This is shared with Electronic Notary signing.

Default Value: Pass Control

2 DocuSign_InPersonPassToComplete Sets the message text for the Pass Control dialog box when the signer is ready to complete signing. This is shared with Electronic Notary signing.

Default Value: To complete the electronic signing process please pass control back to [[SigningHost]]

2 DocuSign_InPersonPassToCancel Sets the message text for the Pass Control dialog box when the signer chooses to cancel signing. This is shared with Electronic Notary signing.

Default Value: To cancel the electronic signing process please pass control back to [[SigningHost]]

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Signing Host Login

These lines set if the Signing Complete dialog box is shown and the message text in the dialog box.


DocuSign_InPersonSuppressLogin This shows or hides the Signing Complete dialog box (true = hide).


1 DocuSign_InPersonCompleteSigning Sets the header text for the Signing Complete dialog box.

Default Value: Signing Complete

2 DocuSign_InPersonPassCompleteLogin Sets the message text for the Pass Control dialog box when the signer completes signing.

Default Value: [[SigningHost]] log in to complete the signing process and confirm receipt.

2 DocuSign_InPersonPassCancelLogin Sets the header text for the Pass Control dialog box when the signer chooses to cancel signing.

Default Value: [[SigningHost]] log in to cancel the signing process.

3 DocuSign_InPersonPassword Sets the text associated with the host account password field.

Default Value: Account Password

Electronic Notary Signing

These lines set the information shown and message text used for an Electronic Notary Signing session. The Electronic Notary Signing session is similar to In Person Signing

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Electronic Notary Witness a Signature – Introduction

These lines set the instructions and the message text shown to the Electronic Notary when starting a session.


1 DocuSign_NotarySecurityTitle Sets the heading for the Electronic Notary dialog boxes. This heading is used in all the Electronic Notary dialog boxes.

Default Value: Witness a Signature

2 DocuSign_NotaryStartDesc Sets the text of the Electronic Notary session description.

Default Value: You have been asked to witness a signing with your DocuSign Electronic Notary Public credentials. As a notary public you will:

3 DocuSign_NotaryStartStep1 Sets the text for step 1 of the Electronic Notary session description.

Default Value: Pass control to [[Signer]] and observe the signing process.


Default Value: Take control, confirm your DocuSign credentials and your commission information.


Default Value: Apply your notarial seal to the document and complete the notarial act.

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6 DocuSign_NotaryStartBegin Sets the text for beginning the Electronic Notary session.

Default Value: When you are ready to begin the notarial act, pass control to

[[Signer]].

7 DocuSign_BeginSigning Sets the text for the button that starts the Electronic Notary session.

Default Value: Begin Signing

8 DocuSign_InPersonCancelNotarialAct Sets the text for the link to cancel the Electronic Notary session.

Default Value: Cancel notarial act

Pass Control to Notary Public

These lines set the message text in the Pass Control dialog box. The header and text used in this dialog is also used for Pass Control to Host for In Person Signing.


1 DocuSign_HeaderStepPassControl Sets the header text for the Pass Control dialog box. This is shared with the standard In Person signing.

Default Value: Pass Control

2 DocuSign_InPersonPassToComplete Sets the message text for the Pass Control dialog box when the signer is ready to complete signing. This is shared with the standard In Person signing.

Default Value: To complete the electronic signing process please pass control back to [[SigningHost]]

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2 DocuSign_InPersonPassToCancel Sets the message text for the Pass Control dialog box when the signer chooses to cancel signing. This is shared with the standard In Person signing.

Default Value: To cancel the electronic signing process please pass control back to [[SigningHost]]

3 DocuSign_NotarySigningHost Sets the text used as the [[SigningHost]] for Electronic Notary sessions.

Default Value: the Notary Public

Electronic Notary Login

These lines set the header and message text for the Electronic Notary login dialog box.




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2 DocuSign_InPersonHostDSAuthDesc Sets the text asking the Notary to sign in to their DocuSign account.

Default Value: To continue the notarial act, please confirm your DocuSign account credentials.



Electronic Notary Signer Identity and Information

These lines set the header and text information in the Electronic Notary signer identity and information dialog box.




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2 DocuSign_InPersonJournalEntry Sets the text for the signer identity and information dialog box.

Default Value: Enter the type of ID used by the signer to confirm his or her identity, as well as any additional information about the signing session.

3 DocuSign_InPersonJurisdiction Sets the text associated with the Notary Jurisdiction list.

Default Value: Jurisdiction:

4 DocuSign_InPersonNotaryJournalEntry Sets the text associated with the Notary Type of ID list.

Default Value: Type of ID:

5 DocuSign_InPersonNotaryJournalEntryNote Sets the text associated with the Notary Journal Notes text box. The number of characters changes as the Notary types Journal information.

Default Value: Journal Notes (250 characters remaining):

6 DocuSign_InPersonJournalEntryCredibleWitnesses Sets the text associated with the Add Credible Witness link.

Default Value: Credible (Identifying) Witnesses:

7 DocuSign_InPersonNotaryJournalEntryAddCredibleWitness Sets the text of the Add Credible Witness link that activates the Credible Witness block.

Default Value: Add witness

8 DocuSign_InPersonBeginNotarization Sets the text of the button to continue the Notary Signing.

Default Value: Continue Notarial Act



DocuSign_InPersonNotaryJournalEntryNoID Sets the text for the error message displayed when no ID is selected in the Type of ID list.

Default Value: Please select an ID type to continue.

DocuSign_InPersonNotaryJournalEntryNoJurisdiction Sets the text for the error message displayed when no jurisdiction is selected in the Jurisdiction list.

Default Value: Please select a jurisdiction to continue.

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DocuSign_InPersonNotaryJournalEntryNoNote Sets the text for the error message displayed when no or an invalid Type of ID is slected.

Default Value: Please enter the ID type in the notes or select a different ID option to continue.

These lines set the information shown in the Type of ID list.


1 DocuSign_InPersonJournalEntryDriversLicense Sets the text for a driver’s license type of ID.

Default Value: Driver's License

2 DocuSign_InPersonJournalEntryStateID Sets the text for a state ID type of ID.

Default Value: State ID

3 DocuSign_InPersonJournalEntryPassport Sets the text for a passport type of ID.

Default Value: Passport

4 DocuSign_InPersonJournalEntryMilitaryID Sets the text for a military ID type of ID.

Default Value: Military ID

5 DocuSign_InPersonJournalEntryOtherID Sets the text for other ID type of ID.

Default Value: Other ID (enter in notes below)

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These lines set the text shown in the Credible Witness block.


1 DocuSign_InPersonJournalEntryCredibleWitnessSignature Sets the text for the credible witness signature block.

Default Value: Signature:

2 DocuSign_InPersonJournalEntryCredibleWitnessName Sets the text for the credible witness name text box.

Default Value: Name:

3 DocuSign_InPersonJournalEntryCredibleWitnessAddress Sets the text for the credible witness address text box.

Default Value: Address:

DocuSign_InPersonNotaryJournalEntryAddCredibleWitnessError Sets the text of the error message shown when adding a credible witness if the Notary’s browser does not support HTML5.

Default Value: This feature requires HTML5 support. Please update your browser in order to add a witness.

DocuSign_InPersonNotaryJournalEntryCredibleWitnessInvalid Sets the text of the error message shown if all the information for a credible witness (Name, Address, and Signature) is not complete.

Default Value: Please make sure every witness has completed their section to continue.

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Electronic Notary Signing Menu

These lines set the text used for the Electronic Notary Signing options added to the Free-Form Signing menu. Information for the menu options not mentioned here can be found in the Free-Form Signing Menu section.

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1 DocuSign_DragNotarySeal Sets the text associated with a Notary Seal tag in the menu.

Default Value: Notarial Seal

DocuSign_DragSealTab Sets the text of the message shown when the recipient’s cursor hovers over the Notary Seal tag.

Default Value: Drag and drop Notarial Seal tag

2 DocuSign_DragState Sets the text associated with a State tag in the menu.

Default Value: State

DocuSign_DragStateTab Sets the text of the message shown when the recipient’s cursor hovers over the State tag.

Default Value: Drag and drop State tag

3 DocuSign_DragCounty Sets the text associated with a County tag in the menu.

Default Value: County of Commission

DocuSign_DragCountyTab Sets the text of the message shown when the recipient’s cursor hovers over the County tag.

Default Value: Drag and drop County of Commission tag

4 DocuSign_DragStreetAddress Sets the text associated with a Street Address tag in the menu.

Default Value: Street Address

DocuSign_DragStreetAddressTab Sets the text of the message shown when the recipient’s cursor hovers over the Street Address tag.

Default Value: Drag and drop Street Address tag

5 DocuSign_DragTelephoneNumber Sets the text associated with a Telephone Number tag in the menu.

Default Value: Telephone Number

DocuSign_DragTelephoneNumberTag Sets the text of the message shown when the recipient’s cursor hovers over the Telephone Number tag.

Default Value: Drag and drop Telephone Number tag

6 DocuSign_DragCommissionNumber Sets the text associated with a Commission Number tag in the menu.

Default Value: Commission Number

DocuSign_DragCommissionNumberTag Sets the text of the message shown when the recipient’s cursor hovers over the Commission Number tag.

Default Value: Drag and drop Commission Number tag

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7 DocuSign_DragCommissionExpirationDate Sets the text associated with a Commission Expiration Date tag in the menu.

Default Value: Commission Expiration Date

DocuSign_DragCommissionExpirationDateTag Sets the text of the message shown when the recipient’s cursor hovers over the Commission Expiration Date tag.

Default Value: Drag and drop Commission Expiration Date tag

8 DocuSign_DragNotaryCertificateTab Sets the text associated with a Notary Certificate attachment tag in the menu.

Default Value: Notarial Certificate

DocuSign_DragNotaryCertificate Sets the text of the message shown when the recipient’s cursor hovers over the Notary Certificate tag.

Default Value: Drag and drop Notarial Certificate tag

Add Notarial Certificate

This line sets the header associated with the Add Notarial Certificate dialog box. Note that the list of Notarial Certificates is currently controlled by DocuSign. Contact your Account Manager for assistance with the list of certificates.


1 DocuSign_AttachNotaryCertificate Sets the heading text for the Add Notarial Certificate dialog box.

Default Value: Add Notarial Certificate

Document Markup

These lines set the header, message, and error text for the Document Markup feature.

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Document Markup Header and Option

These lines set the text used for document markup tool names.


1 DocuSign_DragMarkup Sets the text used for the markup tool.

Default Value: Markup

DocuSign_DragMarkupTab Sets the help text shown when the cursor is placed over the markup tool.

Default Value: Drag and drop Markup Text tag

Markup Instructions Dialog

These lines set the header, message, and error text for the Document Markup instructions dialog.

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1 Markup_DescTitle Sets the header text for the Document Markup dialog box.

Default Value: Markup

2 Markup_DescLine1 Sets the message text for dialog box information.

Default Value: Make changes to your document with the Markup text field. Select the Markup text field and position and size it on the document.

3 Markup_DescLine2 Sets the message text for dialog box instructions.

Default Value: Leave the field empty to cover up the area. Add text to the document by typing in the field.

4 Markup_DescLine3 Sets the message text for the description of the actions previous signers will take with the markup option.

Default Value: Signers who have already completed the document receive it again to review and initial your changes.

5 Markup_SkipDesc Sets the text for the don’t show check box.

Default Value: Don’t show me this again.

Markup_OverDSIDMsg Sets the message text displayed when a recipient tries to place a markup box over an area reserved for a DocuSign ID.

Default Value: Markup fields cannot be placed over areas reserved for DocuSign IDs.

Markup_OverOtherTabMsg Sets the message text displayed when a recipient tries to place a markup box over an existing tag.

Default Value: Markup fields cannot be placed over other fields.

Markup_OverSigMsg Sets the message text displayed when a recipient tries to place a markup box over an area reserved for a DocuSign signature tag.

Default Value: Markup fields cannot be placed over areas that are reserved for signatures.

Agent Managed Envelopes

These lines allow you to change the text for the dialog boxes and message text used for Agent Managed Envelopes (Manage Envelopes and Address Recipients).

Manage Envelope Reviewer

These lines allow you to change the message text used for Manage Envelopes type recipients. Some of the lines are also associated with the Address Recipients type recipients and are noted in the description.

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1 Agent_Desc1 Sets the header text for the Agent Managed Envelope dialog box. Also used for Address Recipients reviewer.

Default Value: You have been asked to review and add recipient information.

2 Agent_Desc2 Sets the message text for Agent Managed Envelope dialog box. Also used for Address Recipients reviewer.

Default Value: Please enter the email address and name for the associated role and select 'Complete and Send'.

3 Agent_Role Sets the recipient role heading text. Also used for Address Recipients reviewer.

Default Value: Role

4 Agent_Email Sets the recipient email heading text. Also used for Address Recipients reviewer.


5 Agent_Name Sets the recipient name heading text. Also used for Address Recipients reviewer.

Default Value: Name

6 Agent_AccessCode Sets the recipient access code heading text. Also used for Address Recipients reviewer.


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7 Agent_NoteTo Sets the text associated with the recipient note field. Also used for Address Recipients reviewer.

Default Value: Note to

[[SignerRole]]:

7 Agent_NoteTo_Mobile Sets the text associated with the recipient note field for mobile clients. Also used for Address Recipients reviewer.

Default Value: Note to [[SignerRole]]

8 Agent_EditNote Sets text for the link to edit recipient note. Also used for Address Recipients reviewer.

Default Value: Edit Note

9 Agent_CompleteSend Sets text for the ‘Complete and Send’ button. Also used for Address Recipients reviewer.

Default Value: Complete and Send

10 Agent_EditEnvelope Sets text for the ‘Edit Envelope’ button.

Default Value: Edit Envelope

11 Agent_ShowDocument Sets text for the link to show documents in the envelope. Also used for Address Recipients reviewer.

Default Value: Show Document

Agent_ShowRecipients Sets text for the link to show recipients when viewing documents. Also used for Address Recipients reviewer.

Default Value: Show Recipients

Address Recipients Reviewer View

These lines allow you to change the message text used for Address Recipient type recipients. Some of the lines are also associated with the Manage Envelope type recipients and are noted in the description.

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1 Agent_Desc1 Sets the header text for the Agent Managed Envelope dialog box. Also used for Manage Envelope reviewer.

Default Value: You have been asked to review and add recipient information.

2 Agent_Desc2 Sets the message text for Agent Managed Envelope dialog box. Also used for Manage Envelope reviewer.

Default Value: Please enter the email address and name for the associated role and select 'Complete and Send'.

3 Agent_Role Sets the recipient role heading text. Also used for Manage Envelope reviewer.

Default Value: Role

4 Agent_Email Sets the recipient email heading text. Also used for Manage Envelope reviewer.


5 Agent_Name Sets the recipient name heading text. Also used for Manage Envelope reviewer.

Default Value: Name

6 Agent_AccessCode Sets the recipient access code heading text. Also used for Manage Envelope reviewer.


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7 Agent_NoteTo Sets the text associated with the recipient note field. Also used for Manage Envelope reviewer.

Default Value: Note to

[[SignerRole]]:

7 Agent_NoteTo_Mobile Sets the text associated with the recipient note field for mobile clients. Also used for Manage Envelope reviewer.

Default Value: Note to [[SignerRole]]

8 Agent_EditNote Sets the text for the link to edit recipient note. Also used for Manage Envelope reviewer.

Default Value: Edit Note

9 Agent_CompleteSend Sets the text the for ‘Complete and Send’ button. Also used for Manage Envelope reviewer.

Default Value: Complete and Send

11 Agent_ShowDocument Sets the text for the link to show documents in the envelope. Also used for Manage Envelope reviewer.

Default Value: Show Document

Agent_ShowRecipients Sets the text for the link to show recipients when viewing documents. Also used for Manage Envelope reviewer.

Default Value: Show Recipients

Agent Managed Envelope Warning/Error Messages

These lines allow you to change the text used for Agent Manage Envelope warning and error messages.


Agent_ErrEmailFormat Error message text for incorrect email address format.

Default Value: Improper format of the email address.

Agent_ErrEmailInvalidChar Error message text for invalid characters in the email address.

Default Value: Email address contains invalid characters '<', '>', or '#'

Agent_ErrInstructions The introductory error message text.

Default Value: There are issues with the addressing of recipients, please fix:

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Agent_ErrMissingAccessCode Error message text for missing access code information.

Default Value: Access Code cannot be blank.

Agent_ErrMissingName Error message text for missing signer name.

Default Value: Please provide a name for the signer.

Agent_ErrNameInvalidChar Error message text for invalid characters in the signer name.

Default Value: Name contains invalid characters '<', '>', or '#'

Agent_ErrNoteExceedSize Error message text when note size is exceeded.

Default Value: Note field may only be 1000 characters.

Agent_ErrNoteInvalidChar Error message text for invalid characters in the signer note.

Default Value: Note contains invalid characters contains invalid characters '<', '>', or '#'

Agent_ErrorAccountRequire Error message text for cases where the recipient must have a DocuSign account.

Default Value: Only recipients with a DocuSign account can access this envelope.

Agent_ErrorAddAdoptedSig Error message text for cases where the recipient has DocuSign signatures, but allows for a different name to be used.

Default Value: Recipient [[SignerEmail]] has adopted DocuSign signature(s), please select one from the list below or choose the name you have supplied.

Agent_ErrorAdoptedSig Error message text for cases where the recipient has DocuSign signatures.

Default Value: Recipient [[SignerEmail]] has adopted DocuSign signature(s), please select one from the list below

Agent_ErrorDuplicateRecip Error message text for cases where a duplicate recipient exists.

Default Value: There is a duplicate recipient at this routing order. Please use a different name.

Agent_ErrorInvalidName Error message text for cases where an invalid name is used for the signer.

Default Value: Invalid Name.

Agent_ErrorMissingName Error message text for cases where the signer name is missing.

Default Value: Please provide a name for the signer.

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Agent_ErrorRecipCompleted Error message text for cases where the recipient being modified has already signed the documents.

Default Value: A Recipient has completed and cannot be modified, please check changes and submit again.

Manage Addresses

These lines allow you to change the message text used for Manage Addresses (Intermediary) type recipients. It uses lines associated with the Manage Envelope and Address Recipient type recipients and only the lines that are unique to a Manage Addresses (Intermediary) type recipient are shown below.


1 Intermediary_Desc1 Sets the header text for the Manage Addresses dialog box.

Default Value: Review the recipient information

2 Intermediary_Desc2 Sets the message text for the Manage Addresses dialog box.

Default Value: Update name and email for any incorrect or blank information

3 Agent_Resend Sets the re-send heading text.

Default Value: Re-Send

4 Agent_IntermediarySend Sets the text for the ‘Send Updates’ button.

Default Value: Send Updates

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5 DocuSign_Void Sets the text for the link to void the envelope.

Default Value: Void

Intermediary_ResendHelp Sets the hover help text for the re-send checkbox.

Default Value: Re-Send will send a new email invitation to sign.

Intermediary_AccessCodeHelp Sets the hover help text for the access code.

Default Value: Access code is a one-time password. Recipients should be informed of the access code through some method other than email.

Intermediary_VoidHelp Sets the hover help text for the void link.

Default Value: Void will cancel the envelope for all recipients.

Intermediary_InstructSendUpdates Sets the hover help text for send updates.

Default Value: Select 'Send Updates' to complete your portion of this envelope

Intermediary_DeclineDesc Sets the description text for voiding the envlope.

Default Value: Reason for voiding:

Adopt or Draw a Signature and Initials

These lines set the message, button, and error text for the adopt or draw signature/initials dialog boxes.

Sign/Initial Here Help Text

These lines set the help text shown when a signer places the cursor over an Initial Here, Initial Here Optional, Sign Here and Sign Here Optional tags.


DocuSign_Initial Sets the help text when a signer places the cursor over an Initial Here tag.

Default Value: Initial Here

DocuSign_InitialHereOptional Sets the help text when a signer places the cursor over an Initial Here Optional tag.

Default Value: Initial Here Optional

DocuSign_SignHere Sets the help text when a signer places the cursor over a Sign Here tag.

Default Value: Sign Here

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DocuSign_SignHereOptional Sets the help text when a signer places the cursor over a Sign Here Optional tag.

Default Value: Sign Here Optional

Draw Your Signature

These lines allow you to change the text used for the Draw Your Signature/Initials dialog box. Some of the lines are also used in the Adopt Your Signature dialog box.

Note: Some of the information and options in this dialog box are controlled by Preference – Features – Signature Adoption Configuration settings.


DocuSign_SuppressSelectSignature Sets if the select signature style option is shown or hidden (show = false). If the option is suppressed, the signer must draw their signature.


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1 DocuSign_AdoptTitle Sets the header text for the dialog box.

Default Value: Adopt Your Signature

1 DocuSign_AdoptTitle_Mobile Sets the header text for the dialog box for mobile clients.

Default Value: Draw Your Signature

2 DocuSign_AdoptAsAppears Sets the instructions text for the dialog box.

Default Value: Confirm your name, initials, and signature.

2 DocuSign_AdoptAsAppears_Mobile Sets the instructions text for the dialog box for mobile clients.

Default Value: Make sure your full name and initials are correct.

3 DocuSign_AdoptFullNameNew Sets the text for name field.

Default Value: Full Name

4 DocuSign_AdoptInitialsNew Sets the text for Initials field.

Default Value: Initials

5 DocuSign_AdoptSelectStyle Sets the text to choose to select a signature style.

Default Value: Select Style

5 DocuSign_AdoptSelectStyle_Mobile Sets the text to choose to select a signature style for mobile clients.


6 DocuSign_AdoptDrawSignature Sets the text to choose to select draw a signature/initials.

Default Value: Draw

7 Adopt_DrawSignature Sets the instruction text for drawing a signature.

Default Value: Draw your signature

7 Adopt_DrawSignaturePad Sets the instruction text for drawing a signature on a signature pad.

Default Value: Draw your signature on the Signature Pad

7 Adopt_DrawInitials Sets the instruction text for drawing initials.

Default Value: Draw your initials

7 Adopt_DrawInitialsPad Sets the instruction text for drawing initials on a signature pad.

Default Value: Draw your initials on the Signature Pad

8 Adopt_SigTryAgain Sets the instruction text for clearing a signature.

Default Value: Clear

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8 Adopt_InitTryAgain Sets the instruction text for clearing initials.

Default Value: Clear

9 DocuSign_AdoptAgreement Sets alternate text for the legal disclaimer “By selecting Adopt and Sign, I agree that the signature and initials will be the electronic representation of my signature and initials for all purposes when I (or my agent) use them on documents, including legally binding contracts - just the same as a pen-and-paper signature or initial.”

Default Value: (none)

10 DocuSign_AdoptMakeSig Sets the text for the adopt button.

Default Value: Adopt and Sign

10 DocuSign_AdoptMakeSig_Mobile Sets the text for the adopt button for mobile clients.

Default Value: Adopt & Sign

10 DocuSign_AdoptMakeInitials Sets the text for the adopt initials button.

Default Value: Adopt and Initial

10 DocuSign_AdoptMakeInitials_Mobile Sets the text for the adopt initials button for mobile clients.

Default Value: Adopt & Initial

11 DocuSign_OrUploadSig Set the text for the upload signature option.

Default Value: Upload

Signature Pad Messages

These lines allow you to change the text used for the Draw Your Signature/Initials dialog box. Some of the lines are also used in the Adopt Your Signature dialog box.


Adopt_SigPadStartWhenReady

Default Value: Select 'Start Capture' when ready.

Adopt_SigPadStartCapture

Default Value: Start Capture

Adopt_SigPadUnavailable1

Default Value: The Signature Pad is unavailable.

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Adopt_SigPadUnavailable2

Default Value: Please use 'Select Style'.

Generating Signature

These lines set the message shown while a signature is being generated.




2 DocuSign_AdoptGenerateWait Sets the message text displayed to signers while generating a signature.

Default Value: Please wait while your signature is being generated.

Adopt You Signature

These lines allow you to change the text used for the Adopt Your Signature dialog box. Some of the lines are also used in the Draw Your Signature/Initials dialog box.

Note: Some of the information and options in this dialog box are controlled by Preference – Features – Signature Adoption Configuration settings.

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DocuSign_SuppressSelectSignature Sets if the select signature style option is shown or hidden (show = false). If the option is suppressed, the signer must draw their signature.




1 DocuSign_AdoptTitle_Mobile Sets the header text for the dialog box for mobile clients.

Default Value: Draw Your Signature

2 DocuSign_AdoptAsAppears Sets the instructions text for the dialog box.

Default Value: Confirm your name, initials, and signature.

2 DocuSign_AdoptAsAppears_Mobile Sets the instructions text for the dialog box for mobile clients.

Default Value: Make sure your full name and initials are correct.

3 DocuSign_AdoptFullNameNew Sets the text for name field.

Default Value: Full Name

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4 DocuSign_AdoptInitialsNew Sets the text for Initials field.

Default Value: Initials

5 DocuSign_AdoptSelectStyle Sets the text to choose to select a signature style.


5 DocuSign_AdoptSelectStyle_Mobile Sets the text to choose to select a signature style for mobile clients.


6 DocuSign_AdoptDrawSignature Sets the text to choose to select draw a signature/initials.

Default Value: Draw

7 DocuSign_SignatureStyle Sets the text for the signature/initials display.

Default Value: Preview

8 DocuSign_ChangeStyle Sets the link text to select signature styles.

Default Value: Change Style

9 DocuSign_AdoptMakeSig Sets the text for the adopt button.

Default Value: Adopt and Sign

9 DocuSign_AdoptMakeSig_Mobile Sets the text for the adopt button for mobile clients.

Default Value: Adopt & Sign

Adopt Signature/Initials Error and Warning Messages

These lines set the error and warning message text associated with adopting or drawing signatures/initials.


Adopt_BrowserSigDraw Sets the error message text for browsers that do not support HTML5 (needed to draw signatures/initials).

Default Value: Your browser does not support signature draw

Adopt_BrowserSigDrawSupport Sets the error message text listing browsers that do support HTML5 (needed to draw signatures/initials).

Default Value: Supported browsers: latest version of Firefox, Safari, Chrome or Internet Explorer 9.

DocuSign_AdoptError Sets the error message text for a signature adoption error.

Default Value: There was an error adopting your signature, please try again.

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DocuSign_AdoptMustSupply Sets the error message text if a signer leaves the Name or Initials fields blank.

Default Value: You must supply a name and initials for your signature.

DocuSign_AdoptDoubleTab Sets the help message text for users to zoom for mobile clients.

Default Value: Tap twice here to zoom in

Signer Attachments

These lines set the information in signer attachment dialog boxes.

Return by Fax Setting

This line sets if return by fax is available for signer attachments.


DocuSign_FaxAllowForAttachment Sets if return by fax is available for signer attachments (true = available).

Default Value: true

Add Attachment

These lines set the text for the Add Attachment dialog box.

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1 DocuSign_AttachUpload Sets the header text for the add attachment dialog box.

Default Value: Attachments

1 DocuSign_AttachUpload_Mobile Sets the header text for the add attachment dialog box for mobile clients.

Default Value: Add Attachment

2 DocuSign_AttachHow Sets the message text for selecting how to add attachments.

Default Value: How would you like to add your attachments?

3 DocuSign_AttachViaUpload Sets the text for the upload radio button option.


4 DocuSign_AttachViaFax Sets the text for the fax radio button option.

Default Value: Fax

DocuSign_AttachmentDelete Sets the button text for the delete tag button. This is shown if the signer chooses to add an additional attachment.

Default Value: Delete Tag

Upload Attachment

These lines set the message shown to upload and while uploading attachments.


1 DocuSign_UploadAttachment Sets the header text for the dialog box.

Default Value: Upload Attachment

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2 DocuSign_UploadAFile Sets the button text used to upload files. This is also used for the Print & Sign dialogs.

Default Value: Upload a File

3 DocuSign_Done Sets the button text used to upload files.

Default Value: Upload a File

Fax Instructions 1

These lines set the text for the send attachment by fax instruction dialog boxes.


1 DocuSign_FaxHeader Sets the header text for the send attachment by fax dialog boxes.

Default Value: Send Attachment by Fax

2 DocuSign_FaxDesc Set the message text for the first set of instructions for send attachment by fax.

Default Value: When you finish signing, we will send you a cover sheet with instructions for how to fax the required attachments.

3 DocuSign_Ok Sets the text for the ‘OK’ button. Note that this button is used for other processes.

Default Value: OK

Fax Instructions 2

These lines set the text for the send attachment by fax instruction dialog boxes.

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1 DocuSign_FaxHeader Sets the header text for the send attachment by fax dialog boxes.

Default Value: Send Attachment by Fax

2 DocuSign_FaxPrintSigned Sets the description text when preparing to fax attachments.

Default Value: Your documents were successfully submitted.

3 DocuSign_FaxPrintDesc" Sets the instruction text for sending attachments by fax.

Default Value: To finish, please print the cover page and fax the [[FaxAttachmentCount]] attachment(s).

4 DocuSign_FaxPrintCoverButton" Sets the text for the print fax cover page button.

Default Value: Get Cover Page

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Cancel Attachment by Fax

These lines set the text for the Cancel Attachment by Fax dialog box.


1 DocuSign_FaxCancelConfirmHeader Sets the header text for cancelling attachment by fax dialog box.

Default Value: Cancel Attachments by Fax

2 DocuSign_FaxCancelConfirm Sets the message text for canceling a fax attachment.

Default Value: Do you want to cancel fax upload and reset the attachment request?

3 DocuSign_FaxCancelButton Sets the button text for cancelling attachment by fax.

Default Value: Cancel Fax

Signer Attachment Error and Warning Messages

These lines set the text for error and warning messages for signer attachments.


DocuSign_AttachErrorConvert Sets the message text for an attachment conversion error.

Default Value: We were unable to convert this to PDF. Please try again or upload a PDF.

DocuSign_AttachErrorConvert_InvalidFileType Sets the message text for an invalid attachment type error.

Default Value: This file type is not supported.

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DocuSign_AttachErrorPdf Sets the message text for an attachment PDF processing error.

Default Value: We cannot process that PDF. Please ensure this file is not corrupted.

For more information, please see our knowledge base.

DocuSign_AttachErrorProcessing Sets the message text for an attachment processing error.

Default Value: An error has occurred. Please try again.

DocuSign_AttachErrorRead Sets the message text for an attachment PDF reading error.

Default Value: Sorry, we are unable to read the PDF. Please try again, or select another one.

DocuSign_AttachErrorSize Sets the message text for an attachment too large error.

Default Value: Sorry, your document size exceeds our maximum limit. Please try again, or select another one.

DocuSign_UploadErrorXFA Sets the error message text for XFA based PDF errors.

Default Value: We cannot process that PDF. XFA-based PDF forms are not supported. For more information, please read Problems Uploading Documents

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Assign to Someone Else

Assign to Someone Else (add new signer)

These lines set the text for the Change Signer dialog box.


1 DocuSign_ChangeSigner Sets the text for the ASSIGN TO SOMEONE ELSE header and button. This also sets the text for the ASSIGN TO SOMEONE ELSE option in the OTHER ACTIONS menu.

Default Value: Assign to Someone Else

2 DocuSign_ChangeSignerName Sets the text associated with the name field for the new signer.

Default Value: New Signer’s Name

3 DocuSign_ChangeSignerDesc Sets the text associated with the change signer reason field.

Default Value: Please provide a reason to [[SenderName]] for changing signing responsibility

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4 DocuSign_ChangeSignerInfo Sets the message text to the signer when they will be added as a CC recipient.

Default Value: Selecting the Assign to Someone Else button will send a notification to the person to whom you assigned this envelope. The original sender will also receive a notification. You will be added as a Carbon Copy (CC) recipient.

4 DocuSign_ChangeSignerInfoNoCC Sets the message text to the signer when they will not be added as a CC recipient.

Default Value: Selecting the Assign to Someone Else button will send a notification to the person to whom you assigned this envelope. The original sender will also receive a notification. In addition, you will no longer have access to the envelope.

DocuSign_ChangeSignerNameError Sets the error message text when the new recipient name has errors.

Default Value: The name field contains invalid characters.

DocuSign_ChangeSignerError Sets the error message text when the signer cannot be changed.

Default Value: Unable to change signer.

Signing Responsibility Changed (change complete)

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1 DocuSignComplete_ChangeSignerTitle Sets the text for the dialog box header.

Default Value: Signing Responsibility Changed

2 DocuSignComplete_ChangeSigner Sets the text for the first line of the dialog box.

Default Value: You have successfully changed signing responsibility.

3 DocuSignComplete_ChangeSignerCC Sets the text for the second line of the dialog box.

Default Value: You have been added as a Carbon Copy recipient.

Decline to Sign

These lines set the text used in the Decline to Sign dialog boxes.

Decline to Sign (Warning)

These lines set the text for the Decline to Sign warning dialog box.


1 DeclineWarning_Title Sets the header text for the Decline to Sign warning dialog box.

Default Value: Caution

2 DeclineWarning_Text Sets the warning text for the Decline to Sign warning dialog box.

Default Value: If you choose to continue, this document will be void and inaccessible to other signers.

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3 DeclineWarning_FinishLaterDescription Sets the description text for the Decline to Sign warning dialog box.

Default Value: To request changes to this document, please select [[[DocuSign_FinishLater]]] and contact the sender directly with your request.

Decline to Sign (Reason)

These lines set if the Decline to Sign option is available and the text in the Decline to Sign dialog box. The default Decline to Sign dialog box uses a text box to allow the recipient to enter the reason for declining. The Reasons option changes the Decline to Sign reason text box to a radio button list box and sets the options available in the list.


DocuSign_DeclineAllow Sets if the Decline to Sign option is shown or hidden (show = true).

Default Value: true

1 DocuSign_DeclineTitle Sets the header text for the Decline to Sign dialog box.

Default Value: Decline to Sign

2 DocuSign_DeclineDesc Sets the description text for the Decline to Sign dialog box.

Default Value: Please provide a reason for declining:

3 DocuSign_Decline Sets the text for the ‘Decline to Sign’ button. It also sets the text for the ‘Decline to Sign’ button on the Welcome – Introduction page and for the option on the ‘More’ options list.

Default Value: Decline

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4 DocuSign_DeclineReasons Changes the Decline to Sign reason text box to a radio button list box and sets the options available in the list.

To use a radio button list box, add your decline to sign reasons as a semi-colon separated list in this line of the resource file. You can use your organization’s internal notations as a code ID by separating the code ID from the decline reason text with an equal symbol (=). Note that the code ID information before the equal symbol is not shown to the recipients.

The code ID and decline reason text are included in the envelope declined email sent to the envelope sender, the envelope History, the Connect envelope information (if used), and envelope information retrieved using the DocuSign SOAP or REST APIs.

Example:

Your organization wants the recipient to select from a list of three reasons (Decline Reason 1, 2, and 3) when a recipient chooses to decline to sign documents. Each reason corresponds to an internal ID, 800, 900, and 1000 respectively, and that code should be included with the reason. When editing the resource file, the information entered in the DocuSign_DeclineReasons line is:

<data name="DocuSign_DeclineReasons">800=Decline Reason 1;900=Decline Reason 2;1000=Decline Reason 3</data> If a recipient declines to sign and selects Decline Reason 1, the decline reason text in the email sent to the sender, the envelope History, and information from Connect or the API will show “800=Decline Reason 1.”

Default Value: (blank)

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Decline to Sign (Complete)

These lines set the text used in the Completed Decline to Sign dialog box.


1 DocuSignComplete_DeclineTitle Sets the header text for the Completed Decline to Sign dialog box.

Default Value: Your Envelope has been Declined

2 DocuSignComplete_Decline Sets the description text for the Completed Decline to Sign dialog box.

Default Value: You have successfully declined the envelope.

3 DocuSignComplete_ExitButton Sets the text for the DocuSign Exit button. This button is also used in other dialog boxes.

Default Value: Exit

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Payment Processing

These lines set the text used in the Payment Processing dialog boxes.

Payment Information

These lines set the text associated with the Payment Information dialog box.


1 DocuSign_Payment Sets the header text for the Payment Processing dialog boxes.

Default Value: Payment

2 DocuSign_PaymentAmountDue Sets the text associated with the payment amount.

Default Value: Amount due:

3 DocuSign_PaymentNameOnCard Sets the text used with the Name on Card field.

Default Value: Name on Card

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Payment Authorized

These lines set the text associated with the Payment Authorized dialog box.


1 DocuSign_Payment Sets the header text for the Payment Processing dialog boxes.

Default Value: Payment

2 DocuSign_PaymentAuthorized Sets the text for the payment authorized dialog box.

Default Value: Payment Authorized

3 DocuSign_PaymentCancel Sets the text associated with the cancel payment link.

Default Value: Cancel Payment

- DocuSign_PaymentAmountInvalid Sets the text for the payment amount invalid error message.

Default Value: Please enter a valid payment amount.

Print & Sign

These lines set the text used for the Print & Sign dialog boxes.

Note: Print & Sign is enabled in the Envelope Settings when sending an envelope. If return by fax is disabled in the resource file, then the system only allows uploading and Print & Sign: Document Download dialog box is the first dialog shown to signers.

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Print & Sign

These lines set the text for the Print & Sign dialog box used when the signer will print, sign, and return their documents by upload or fax.


1 DocuSign_SignOnPaper Sets the header text for Print and Sign dialog box.


2 SignOnPaper_ChooseAReturnType Sets the description text for Print and Sign.

Default Value: How would you like to return your signed document?

3 DocuSign_SignOnPaperUploadChoice Sets the description text associated with the upload documents option.


4 DocuSign_SignOnPaperFaxChoice Sets the description text associated with the fax documents option.

Default Value: Fax

Print & Sign: Download Document

These lines set the text for the Print & Sign: Download Document dialog box used when the signer chooses to return their documents by upload.

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2 SignOnPaper_DownloadDocument Sets the additional text for Print and Sign dialog box header.

Default Value: Download Document

3 SignOnPaper_UploadDownloadInstruction Sets the description text associated with the upload documents instructions.

Default Value: Please download the document. Then print, sign and scan the document back into DocuSign when you are ready.

4 SignOnPaper_ReturnDocument Sets the text for the RETURN DOCUMENT button and the additional header text for uploading documents. .

Default Value: Return Document

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Print & Sign: Return Document

These lines set the text for the Print & Sign: Download Document dialog box used when the signer chooses to return their documents by upload.




2 SignOnPaper_ReturnDocument Sets the additional header text for uploading documents and the RETURN DOCUMENT button text.

Default Value: Return Document

3 DocuSign_UploadAFile Sets the text associated with the upload file button. This is also used with the signer attachments upload attachments dialog.

Default Value: Upload a file

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Print & Sign: Return by Fax

These lines set the text for the Print & Sign: Return by Fax dialog box, used when the signer chooses to return their documents by fax.




2 SignOnPaper_SendByFax Sets the additional header text for send by fax.

Default Value: Return by Fax

3 SignOnPaper_FaxDownloadInstruction Sets the text associated with the send by fax instructions.

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Default Value: Download the document. Use the provided fax cover sheet to return the document by fax.

4 SignOnPaper_FaxHelp Sets the text associated with the additional help for send by fax. This text is also used in the Waiting for Your Fax dialog box.

Default Value: When faxing your document, make sure the DocuSign fax cover sheet is the first page sent.

The cover sheet links your fax to the DocuSign transaction and must be included to return the document to the sender.

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Print & Sign: Waiting for Your Fax

These lines set the text for the Print & Sign: Waiting for Your Fax dialog box, used when the signer chooses to return their documents by fax and then tries to re-access documents in an envelope.


1 SignOnPaper_WaitingForYourFax Sets the header text for Waiting for your fax dialog box.

Default Value: Waiting for Your Fax

2 DocuSign_SignOnPaper_ FaxWaitingInstructions

Sets the description and instruction text in the Waiting for Your fax dialog box.

Default Value: You selected to print and sign this document, and return it by fax. To finish signing, fax back the document using the provided cover sheet.

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[[[DocuSign_SignOnPaperCancelFax]]] to sign online.

3 SignOnPaper_FaxHelp Sets the text associated with the additional help for send by fax. This text is also used in the Waiting for Your Fax dialog box.

Default Value: When faxing your document, make sure the DocuSign fax cover sheet is the first page sent.

The cover sheet links your fax to the DocuSign transaction and must be included to return the document to the sender.

4 DocuSign_SignOnPaperCancelFax Sets the text shown in the Cancel Fax button.

Default Value: Cancel Fax

Print & Sign Error and Warning Messages

Note: Additionally, see fax errors for fax related errors.


DocuSign_SignOnPaperUploadGeneralError Sets the text for general upload errors.

Default Value: A processing error occurred.

DocuSign_SignOnPaperProcessError Sets the text for a PDF upload errors.

Default Value: We cannot process that PDF. Please ensure this file is not corrupted.

For more information, please see our knowledge base

DocuSign_SignOnPaperUploadConvertError Sets the text for a conversion upload errors.

Default Value: Our system has encountered a problem when trying to convert this file to PDF.

If this problem continues, please try converting this file to PDF by other means, then upload the file again.

For more information, please see our knowledge base

DocuSign_SignOnPaperUploadReadError Sets the text for a PDF read errors.

Default Value: Sorry, we are unable to read the PDF. Please try again, or select another one.

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DocuSign_SignOnPaperUploadSizeError Sets the text for an error where the file is too large.

Default Value: Sorry, your document size exceeds our maximum limit. Please try again, or select another one.

Fax Cover Sheets

These lines set the text and information used on DocuSign Fax cover sheets.

Sign On Paper and Attachments Fax Cover Sheet

These lines set the information presented on the fax cover sheet signers print out to return documents to DocuSign.


FaxCover_EnableAustraliaNumber Sets if the fax number for Australia is shown or hidden on the cover sheet (true = show).

Default Value: true

FaxCover_EnableIndiaNumber Sets if the fax number for India is shown or hidden on the cover sheet (true = show).

Default Value: true

FaxCover_EnableLondonNumber Sets if the fax number for London is shown or hidden on the cover sheet (true = show).

Default Value: true

FaxCover_EnableSignaporeNumber Sets if the fax number for Singapore is shown or hidden on the cover sheet (true = show).

Default Value: true

FaxCover_EnableUSNumber Sets if the fax number for the United States and Canada is shown or hidden on the cover sheet (true = show).

Default Value: true

FaxCover_InstructDesc Sets the heading for the fax cover page instructions.

Default Value: Cover Page for Faxing Documents to your DocuSign Envelope

FaxCover_InstructOne Sets the instruction text for the fax cover page step 1.

Default Value: 1. Write the number of pages on the line below.

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FaxCover_InstructTwoHeadline Sets the instruction text for the fax cover page step 2.

Default Value: 2. Fax the document and cover page to the appropriate number below:

FaxCover_FaxNumbersAustralia Sets the text associated with the Australia fax number (the number is set in the DocuSign system and cannot be changed).

Default Value: Australia:

FaxCover_FaxNumbersIndia Sets the text associated with the India fax number (the number is set in the DocuSign system and cannot be changed).

Default Value: India:

FaxCover_FaxNumbersLondon Sets the text associated with the London fax number (the number is set in the DocuSign system and cannot be changed).

Default Value: London:

FaxCover_FaxNumbersSingapore Sets the text associated with the Singapore fax number (the number is set in the DocuSign system and cannot be changed).

Default Value: Singapore:

FaxCover_FaxNumbersUS Sets the text associated with the U.S. and Canada fax number (the number is set in the DocuSign system and cannot be changed).

Default Value: U.S. and Canada:

FaxCover_From Sets the text associated with the ‘From’ line.

Default Value: From:

FaxCover_EnvelopeSubject Sets the text associated with the ‘Envelope Subject’ line.

Default Value: Envelope Subject:

FaxCover_AttachmentDesc Sets the text associated with the ‘Attachments’ line.

Default Value: Attachments to Fax:

FaxCover_EnvelopeId Sets the text associated with the ‘Envelope ID’ line.

Default Value: Envelope ID:

FaxCover_SenderAccount Sets the text associated with the ‘Sender Account Name’ line.

Default Value: Sender Account Name:

FaxCover_NumberPages Sets the text associated with the ‘Number of Pages’ line.

Default Value: Number of Pages:

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FaxCover_IncludeNote Sets the additional text associated with the ‘Number of Pages’ line.

Default Value: (Including cover page)

FaxCover_Support Sets the text for contacting support.

Default Value: DocuSign Customer Support: [email protected] | 1.866.219.4318

FaxCover_NoteHeader Sets the text associated with the ‘Notes’ section.

Default Value: Note:

FaxCover_NoteOne Sets the text for the first note.

Default Value: Fax transmissions take approximately one minute per page faxed.

FaxCover_NoteTwo Sets the text for the second note.

Default Value: This page may only be used once. If you would like to fax again, you must print a new cover page.

Carbon Copy Fax Cover Sheet

These lines set the information presented on the fax cover sheet for carbon copy recipients.


CCFaxCover_FaxCoverPage Sets the heading for the fax cover page.

Default Value: FAX COVER PAGE

CCFaxCover_Instructions Sets the heading for the fax cover page instructions.

Default Value: Instructions

CCFaxCover_InstructOne Sets the instruction text for the fax cover page step 1.

Default Value: 1. You are receiving the following document(s) as a Carbon Copy recipient.

CCFaxCover_FaxNumber Sets the text associated with the ‘Fax’ line.

Default Value: Fax#:

CCFaxCover_To Sets the text associated with the ‘To’ line.

Default Value: To:

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CCFaxCover_From Sets the text associated with the ‘From’ line.


CCFaxCover_EnvelopeSubject Sets the text associated with the ‘Envelope Subject’ line.


CCFaxCover_EnvelopeId Sets the text associated with the ‘Envelope ID’ line.


CCFaxCover_Pages Sets the text associated with the ‘Pages’ line.

Default Value: Pages:

CCFaxCover_IncludingCoverPage Sets the additional text associated with the ‘Pages’ line.


Fax Out for Signature Cover Sheet

These lines set the information presented on the fax cover sheet sent to signers.


FOFaxCover_FaxCoverPage Sets the heading for the fax cover page.

Default Value: FAX COVER PAGE

FOFaxCover_Instructions Sets the heading for the fax cover page instructions.

Default Value: Instructions

FOFaxCover_CarbonCopyInstructions Sets the instruction text for step 1 for carbon copy recipients.

Default Value: 1. You are receiving the following documents as a Carbon Copy recipient.

FOFaxCover_InstructOne Sets the instruction text for step 1 for the signers.

Default Value: 1. Review and complete the following document(s)

FOFaxCover_InstructTwo Sets the instruction text for step 2 for the signers.

Default Value: 2. Write the number of the pages (including cover page) here:____________

FOFaxCover_InstructThree Sets the instruction text for step 3 for the signers.

Default Value: 3. Fax the document(s) and this fax cover page to the appropriate number above:

FOFaxCover_CustomerMisc Sets additional text.

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Default Value:

FOFaxCover_FaxNumber Sets the text associated with the ‘Fax’ line.

Default Value: Fax#:

FOFaxCover_To Sets the text associated with the ‘To’ line.

Default Value: To:

FOFaxCover_From Sets the text associated with the ‘From’ line.


FOFaxCover_EnvelopeSubject Sets the text associated with the ‘Envelope Subject’ line.


FOFaxCover_EnvelopeId Sets the text associated with the ‘Envelope ID’ line.


FOFaxCover_Pages Sets the text associated with the ‘Pages’ line.

Default Value: Pages:

FOFaxCover_IncludingCoverPage Sets the additional text associated with the ‘Pages’ line.


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Signing Complete

These lines set the text and information used for the dialog boxes shown after a recipient selects the Finish button. The dialog box shown depends on if the recipient has a DocuSign account.

Signing Complete – Signer with a DocuSign Account


A DocuSignComplete_AllowDownload Sets if download from signing complete is shown or hidden (true = show).


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Default Value: true

B DocuSignComplete_AllowPrint Sets if print from signing complete is shown or hidden (true = show).


Default Value: true

B DocuSign_SigningAllowPrint_tablet Sets if the print button is shown or hidden (true = show) for tablets.


Default Value: true

1 SaveACopy_HasAccount_Header Sets the header text for signing complete dialog box for recipients with DocuSign accounts.

Default Value: Log in to DocuSign

2 DocuSignComplete_ViewTitle Sets the text in the signing complete dialog box for recipients with DocuSign accounts.

Default Value: A copy of this document has been saved to your DocuSign account. Please log in to view it.

3 SaveACopy_Login_Button Sets the text shown in the account log in button.

Default Value: Log in

4 SaveACopy_NoThanks Sets the text shown in the no thanks button. This button is shared with the signing complete dialog box for signers that do not have a DocuSign account.

Default Value: No Thanks

5 SaveACopy_Social_Login_Header Sets the text for alternate log in information.

Default Value: Or log in using:

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Signing Complete – Signer with DocuSign Account that is already logged on to their account


1 DocuSign_SignNextTitle Sets the header text for the Sign Next dialog box when a signer that is logged on to the DocuSign web application completes signing and there are other documents to sign.

Default Value: You're Done! Want To Sign Another Document?

2 DocuSign_SignNextFinishLaterTitle Sets the header text for the Sign Next dialog box when a signer that is logged on to the DocuSign web application selects the Finish Later option during signing and there are other documents to sign.

Default Value: Draft Saved. Want To Sign Another Document?

3 DocuSign_SignNextPleaseDocuSign Sets the text for introducing the email subject for the next document to sign.

Default Value: Please DocuSign

4 DocuSign_SignNextFrom Sets the text for introducing the sender’s name for the next document to sign.

Default Value: From

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5 DocuSign_SignNextExpiresOn Sets the text for introducing the expiration date for the next document to sign.

Default Value: Expires On

6 DocuSign_SignNextSentOn Sets the text for introducing when the next document to sign was sent.

Default Value: Sent On

7 DocuSign_SignNextMessage Sets the text for introducing the message to all recipients for the next document to sign.

Default Value: Message

8 DocuSign_SignNextSign Sets the text for the button used to sign the next document.

Default Value: Sign

9 DocuSign_SignNextNoThanks Sets the text for the button to return to the web application.


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Signing Complete – Signer without a DocuSign Account


A DocuSignComplete_AllowDownload Sets if download from signing complete is shown or hidden (true = show).

Default Value: true

B DocuSignComplete_AllowPrint Sets if print from signing complete is shown or hidden (true = show).

Default Value: true

1 DocuSignComplete_YoureDoneSigning Sets the header text for signing complete dialog box for recipients that do not have a DocuSign account.

Default Value: You're Done Signing!

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2 SaveACopy_Subtitle Sets the text in the signing complete dialog box for recipients that do not have a DocuSign account.

Default Value: Sign up for a FREE DocuSign account today and sign all your documents electronically.

3 DocuSignComplete_TermsAndConditionsPrefix Sets the sign up description text.

Default Value: By selecting SIGN UP, you agree to DocuSign

4 DocuSignComplete_TermsAndConditionsLink Sets the text for the DocuSign Terms of Use link.

Default Value: Terms of Use

5 SaveACopy_Signup_Button Sets the text shown in the account log in button.

Default Value: Sign Up

6 SaveACopy_NoThanks Sets the text shown in the no thanks button. This button is shared with the signing complete dialog box for signers with DocuSign accounts.


7 SaveACopy_NoAccount_Copy_1_Icon Sets the icon associated with the copy 1 text.

Default Value: /imgs/sign.png

8 SaveACopy_NoAccount_Copy_1 Sets the copy 1 text for recipients that do not have a DocuSign account.

Default Value: Electronically sign any document.


Default Value: /imgs/send.png


Default Value: Get signatures from others.


Default Value: /imgs/mobile.png


Default Value: Sign on the go with DocuSign Mobile!

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Signing Complete – Signer without a DocuSign Account and cannot create Account


1 DocuSignComplete_YoureDoneSigning Sets the header text for the signing complete dialog when a signer does not have an account and the account does not allow signers to create their own accounts.

Default Value: You’re Done Signing

2 SaveACopy_Signing_Complete_Subheader Sets the text for the signing complete dialog when a signer does not have an account and the account does not allow signers to create their own accounts.

Default Value: A copy of this document will be sent to your email address when completed by all signers. You can also download or print using the icons above.

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Print to FedEx Office Option


A DocuSign_EnablePrintToFedEx Sets if the Print to FedEx Office option for printing from signing complete is shown or hidden (true = show).

Default Value: true

1 DocuSgin_Print Sets the text for the print option.

Default Value: Print

Download Document Option


1 DocuSign_DownloadCombinedLabel Sets the header text for downloading documents as a combined PDF file.

Default Value: Combined Document

2 DocuSign_DownloadArchiveLabel Sets the header text for downloading documents as a zip file with separate PDFs.

Default Value: Archive of all Documents

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PowerForms

These lines set the information shown for PowerForms.


1 PowerForm_DialogTitle Sets the header text for the PowerForms Signer dialog box.

Default Value: PowerForm Signer Information

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2 PowerForm_Instructions Sets the default message text. If the PowerForm has a message defined, it replaces this default message.

Default Value: If there are other 'roles' required for this document to be completed, please enter the name and email of these other recipients. An email will be sent inviting them to sign along with you.

3 PowerForm_EnterNameAndEmail Sets the message for the signer to enter their information.

Default Value: Please enter your name and email to begin the signing process.

4 PowerForm_YourSpace Sets the text appended to the field titles. This needs to have a trailing space to prevent the text from running together with the paired data (e.g., “Your Name”).

Default Value: Your

5 PowerForm_Role Sets the title text for the role field.

Default Value: Role:

6 PowerForm_Name Sets the title text for the name field.

Default Value: Name:

7 PowerForm_Email Sets the title text for the email field.

Default Value: Email:

8 PowerForm_ProvideSignerInformation Sets the message for the signer to enter other signer information.

Default Value: Please provide information for any other signers needed for this document.

9 PowerForm_BeginSigning Sets the text for the ‘Begin Signing’ button.

Default Value: Begin Signing

PowerForms Warning and Error Messages

These lines set the message test associated with PowerForms error messages.


PowerForm_DocumentSuspended Sets the message text if there is a problem with the PowerForms document.

Default Value: This document has been suspended and is not currently active. Please contact the sender.

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PowerForm_EmailOrNameNotComplete Sets the message text if email or name information is not filled out.

Default Value: Email or name is not complete.

PowerForm_InvalidSenderID Sets the message text if there is a problem with the PowerForms sender.

Default Value: Unable to load PowerForm, invalid sender ID.

PowerForm_InvalidTemplate Sets the message text if there is a problem with the PowerForms template.

Default Value: Unable to load PowerForm, invalid template.

PowerForm_InvalidTemplateID Sets the message text if there is a problem with the PowerForms template ID.

Default Value: Unable to load PowerForm, invalid template ID.

PowerForm_InvalidUser Sets the message text if there is a problem with the PowerForms user or account.

Default Value: Unable to load PowerForm, invalid user or account.

PowerForm_NoAccountPermission Sets the message text if the account cannot use direct PowerForms.

Default Value: Account does not have permission to run direct PowerForms.

PowerForm_NoLongerSigned Sets the message text if the signing limit has been reached for the PowerForm.

Default Value: This document may no longer be signed. Please contact whoever provided you with this document for further details.

PowerForm_RoutingOrderNotComplete Sets the message text if there is a problem with a PowerForm role.

Default Value: Email or name is not complete for role: {0} at routing order {1}.

PowerForm_SignedAfterError Sets the message text if there is a problem with the PowerForms signing.

Default Value: This document may be signed only after {0}. Please contact whoever provided you with this document for further details.

PowerForm_SigningProcessError Sets the message text if there is a PowerForm signing process error.

Default Value: Unable to load PowerForm signing process. Error:

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PowerForm_UnableToLoad Sets the message text if there is an error loading the PowerForm.

Default Value: Unable to load PowerForm.

PowerForm_UnableToLoadRecipInfo Sets the message text if there is an error loading recipient information.

Default Value: Unable to load recipient information.

PowerForm_UnableToLoadSendingAcct Sets the message text if there is an error loading the sending account.

Default Value: Unable to load sending account.

PowerForm_UnableToLocate Sets the message text if there is an error locating the PowerForm.

Default Value: Unable to locate PowerForm.

PowerForm_UnableToRetrieve Sets the message text if there is an error retrieving the PowerForm.

Default Value: Unable to retrieve PowerForm.

PowerForm_UnableToRetrieveRecipient Sets the message text if there is an error retrieving a recipient for the PowerForm.

Default Value: Unable to retrieve recipient information from the PowerForm.

PowerForm_UnableToStartInSession Sets the message text if there is an error starting a signing session.

Default Value: Unable to start in-session signing

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Error Messages and Landing Pages

These lines are used with various DocuSign error messages and pages.

Session Ended

These lines set the text for the Session Ended page.


1 SessionTimeout_PageTitle Header text for session ended page.

Default Value: Your session has timed out.

2 SessionTimeout_Subheader Sets the sub-header text for session ended page.

Default Value: To return to your session:

3 SessionTimeout_NewMessage Text message for the session ended page.

Default Value: Select the button in the email that initiated the session to continue from where you left off.

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3 SessionTimeout_NewIsInSessionMessage Text message for the session ended page for an in session signing session.

Default Value: Your session has expired due to an extended period of inactivity. You will need to re-authenticate to access DocuSign.

Envelope Unavailable - Voided

These lines set the text for the envelope unavailable page.


1 EnvelopeIsVoid_EnvelopeUnavailable Header text for envelope unavailable page.

Default Value: Envelope Unavailable

2 EnvelopeIsVoid_EnvelopeNoAccess Text message for the envelope unavailable page.

Default Value: The envelope you are attempting to access has been [[Status]] by [[Person]] at [[Time]]

3 EnvelopeIsVoid_ForMoreInfo More information text for envelope unavailable page.

Default Value: For more information, please contact the sender:

EnvelopeIsVoid_ShowSenderInfo Flag to show or hide sender Information (company name, email, and address) on the envelope unavailable page.

Default Value: true

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4 ActivateFailed_SenderAddressInfo The contact information for the sender.

Default Value:

[[Email]]

[[CompanyName]]

[[AddressLine1]]

[[AddressLine2]]

[[City]], [[State]] [[Zip]]

[[Phone]]

5 DocuSignGeneral_SupportUrl The default DocuSign link associated with error messages and other administrative tasks.

Default Value: For assistance, please visit our <a href='[[DocuSign_SupportUrl]]' target='_blank' style='[[DocuSign_SupportUrl_Style]]'>Support Center</a>.

EnvelopeIsVoid_ShowHomeButton This shows or hides the Home button (true = show).

Default Value: true

6 Error_Home Text for the ‘Home’ button on all error pages. The Home button goes to the DocuSign logon page.

Default Value: Home

EnvelopeIsVoid_ShowNextEnvelopeButton This shows or hides the Show Next Envelope button (true = show). This is only available if the recipient has a DocuSign account and is logged on to the account.

Default Value: true

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Failed Authentication

These lines set the text shown when a recipient fails authentication.


1 ActivateFailed_HeaderTextSigning Header text for Signing your Documents page.

Default Value: Signing your Documents

2 ActivateFailed_MessageFailedAccessCode Text message for Access Code authentication failure.

Default Value: You entered the wrong access code so you cannot access these documents.

2 ActivateFailed_MessageFailedVerification Text message for ID Check authentication failure.

Default Value: You did not answer the ID Verification questions correctly, so you cannot access these documents.

2 ActivateFailed_MessageLiveIDEmailNoMatch Text message for Live ID authentication failure.

Default Value: The email address received from Live ID did not match the email address provided by the sender.

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3 ActivateFailed_MessageMoreInfo1 Text for more information.

Default Value: For more information or help in gaining access to this document please contact the sender:

[[UserName]]

4 ActivateFailed_SenderAddressInfo The contact information for the sender.

Default Value:

[[Email]]

[[CompanyName]]

[[AddressLine1]]

[[AddressLine2]]

[[City]], [[State]] [[Zip]]

[[Phone]]

5 ActivateFailed_MessageSorryEmailSent Text saying a message is sent to the sender.

Default Value: We've also sent a message to the sender to notify them of this status.

External Link Warning

The dialog box is only shown to a signer if the envelope has a DocuSign Data Field tag that is configured as a link and the signer selects that link.

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1 DocuSign_LinkWarningHeader Header text for the External Link Warning dialog.

Default Value: External Link Warning

2 DocuSign_LinkWarning Text message for External Link Warning dialog.

Default Value: This link opens a new window and goes to an external website that is not part of DocuSign. To proceed, select [[[DocuSign_Continue]]].

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Documentation Changes (from October, 2016) This is a list of recent changes to this information guide.

Update August 23, 2017

• Decline to Sign (Reason) - Corrected the description to clarify that DocuSign_DeclineReasons changes the reason text box to a radio button list. (The drop-down list is no longer supported.)

Update May 12, 2017

• Decline to Sign (Reason) - Updated DocuSign_DeclineReasons. Reasons are now displayed as a radio button list.

Update April 20, 2017

• Envelope Unavailable – Voided – Added EnvelopeIsVoid_ShowSenderInfo node, which sets the default visibility of sender contact information on the envelope unavailable page.

Update: December 9, 2016:

• PowerForms - Updated to correct the layout of the form.

Update: October 10, 2016:

• Welcome - Introduction - Added DocuSign_SuppressStartDialog node, which sets if the Welcome – Introduction header is shown or hidden.

• Envelope Unavailable - Voided - Added DocuSignGeneral_SupportUrl node, which sets the default DocuSign link associated with error messages and other administrative tasks.

For More Information For more information about additional DocuSign features, go to the DocuSign Support Center.

If you have any comments or feedback on our documentation, please send them to us at: [email protected] and include “Signing Resource File” in the email subject.

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Copyright, Trademark and Patent Information Copyright ©2003-2017 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign Intellectual Property page (https://www.docusign.com/IP) on the DocuSign website. All other trademarks and registered trademarks are the property of their respective holders. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of DocuSign, Inc. Under the law, reproducing includes translating into another language or format. Every effort has been made to ensure that the information in this manual is accurate. DocuSign, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice.

DocuSign Information Guide DocuSign Signing Resource File ...

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