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Docusign Maestro

Find answers to your Docusign Maestro questions.

  • 145 Topics
  • 410 Replies
144 Topics
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
The option to create a new Template is not visible from my "Template" menu.

When I select the "Templates" header, the Template page loads on Docusign. However, there is not any option there to create a new template. Am I missing something?

13292
C
Newcomer
D
Community Admin
Docusign CommunityCommunity Admin
published in Docusign Maestro
Coming soon: Let your team try out workflow automation tools

We’re always looking for ways to make your experience with Docusign even better. That’s why we occasionally run in-product experiments—to learn how people engage with new features and uncover opportunities to improve.📣 Coming soon: We’ll be testing a new way to help your team learn about Docusign Maestro, our workflow builder designed to automate agreement-based processes.This experiment will help more users explore how Maestro works, how it can streamline repetitive tasks, and how it can move agreements faster.Stay tuned for more details!

270
D
Community Admin
J
Newcomer
jparsonsNewcomer
asked in Docusign Maestro
Is it best practice to use Maestro with Web Forms or Powerforms?

Good Day,Would someone please advise if it is best practice to use Maestro with Web Forms or PowerForms?We already have existing PowerForms that we’d like to leverage with Maestro, but we need to know for long-term purposes if it may be more value to transition PowerForms to Web Forms before integrating them into a Maestro workflow? Thank you

321
Michael.Rave
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
I have set up a template for signature. However, when I try to save and close the template I keep being told I cannot save it as the template is not locked. And I cannot find anywhere that I would lock and unlock the template. Any advise?

I have set up a template for signature. However, when I try to save and close the template I keep being told I cannot save it as the template is not locked. And I cannot find anywhere that I would lock and unlock the template. Any advise?

230712
C
Newcomer
M
Newcomer
mayur.ranaNewcomer
asked in Docusign Maestro
When will Maestro become available in 21 CFR account?

We’ve 2 accounts CFR and non-CFR. I see Maestro in non-CFR account but it is not available in CFR account.When will Maestro become available in 21 CFR account?

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M
Community Moderator
M
Newcomer
munish 4 vedaNewcomer
asked in Docusign Maestro
Web form API and salesforce

hello team, Web form Api can be used salesforce integration And other then maestro can we use Webform API for salesforce and DocuSign webform Integration.

312
M
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Hi, when I am trying to open the DocuSign for signing, there is an error, it doesn't allow me to open

Hi, when I am trying to open the DocuSign for signing, there is an error, it doesn't allow me to open

6279
L
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
What is Docusign Maestro?

What is Docusign Maestro and how does it work?

1122
A
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
We are receiving an error message "The envelope allowance for the account has been exceeded." What does this mean?

We are receiving an error message "The envelope allowance for the account has been exceeded." What does this mean?

9244
A
Newcomer
S
Newcomer
sszetoNewcomer
asked in Docusign Maestro
Using Signing Group in Maestro Workflow

Hello!  Is it possible to use Signing Group in a “Set up Invite” and “Get Signatures” steps within a Maestro Workflow?  If the answer is yes, then how?  Should I create a new Signing Group.  Then manually type the new of the Signing Group as one of the Participants of the Maestro Workflow?  When configuring the “Set Up Invite” or “Get Signatures” steps I would be able to select that Participants, but what should I put as Name and Email?  Can someone please clarify my misunderstanding?  Thank you!

553
N
Community Moderator
J
Newcomer
jhollenderNewcomer
asked in Docusign Maestro
How can I build a workflow with 48 different options?

I am trying to use Maestro Workflows to load a specific template that could be sent for eSignatures based on web form selections. However, it seems like there is a limitation on the number of branching rules that can be added. Here are my web form options:Which state?:Washington OregonWhat type of sale?: Home Home (cash) Home + Garage Home + Garage (cash) Garage Garage (cash)Use Flooring?:Yes NoWill there be a redraw?:Yes NoSo the possible combinations could be something like:WA, Home, Flooring, Redraw WA, Home-cash, Flooring, Redraw WA, Home-Garage, Flooring, Redraw WA, Home-Garage-cash, Flooring, Redraw WA, Garage, Flooring, Redraw WA, Garage-cash, Flooring, Redraw WA, Home, No Flooring, Redraw OR, Home, Flooring, Redraw OR, Home-cash, Flooring, Redraw etc.It looks like I would have 48 possible combinations from the selections. Could something like this be built by having 48 different templates?Can anyone help me figure out a solution to build this?

280
J
Newcomer
S
Newcomer
sszetoNewcomer
asked in Docusign Maestro
Maestro Workflow related questions

HelloI have two questions in related to Maestro Workflow:Did Docusign remove Starting Variable from Maestro Workflow?  I have seen training video (might be old videos) where you can configure Participants and Starting Variables when one creates a Maestro Workflow.  But I couldn’t find where to create the Starting Variables when creating a Maestro Workflow. Is it possible to do a bulk sending a Maestro Workflow with a CSV so that recipients’ information in the CSV is available to the Steps within the Maestro Workflow.Thank you.Sam

563
R
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
"Not All Tags Are Signed"

Last Friday our customers started to receive an error, "Not All Tags Are Signed", even though all of the required fields have been indeed addressed. Has anyone else seen this, and if so, how did you get it resolved? 

14886
L
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do we close users freemium or trial accounts?

We have a number of users who have used their corporate email for freemium or trial accounts. We have turned on SSO but how can we go about closing these accounts (obviously after they remove any documents)? Can we contact DocuSign support to do this for us or is there another method?Thanks.

4344
D
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
What does this mean? "Each recipient must have an authentication type specified." I have never had this come up before. How do I get rid of it?

What does this mean? "Each recipient must have an authentication type specified." I have never had this come up before. How do I get rid of it?

109710
G
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Can I add recipients to a document that is already been sent out for signing

So I sent a document out for signing 3 of the recipients signed it however I need to add people to this document is this possible

16343
M
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Is there a way to recover purged documents

Is there a way to recover purged documents

2862
B
Newcomer
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in Docusign Maestro
How To Use Docusign Maestro In 2024 (Beginner Tutorial)

Hi! I just published a new YouTube video on how to work with Docusign Maestro. I walk through how to create multi-steps workflows using the example of a investor onboarding process.I also went over Docusign Maestro’s conditional paths and integration with Google Drive. You can find it here: Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 [email protected] | 📺 Learn Docusign on YouTube

1641
leah.breen
Community Admin
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
When a document has been signed by everyone it has been sent to, do they get a copy of the final signed document or do I need to download it and email it to them?

When a document has been signed by everyone it has been sent to, do they get a copy of the final signed document or do I need to download it and email it to them?

21579
C
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Why are the form fields blank after I send the document, even though I have filled them in and can see the completed form before I send?

Why are the form fields blank after I send the document, even though I have filled them in and can see the completed form before I send?

9052
T
Newcomer
Brandon.Varela
Docusign Employee
Brandon.VarelaDocusign Employee
posted in Docusign Maestro
Maestro: What's your dream state? What do you want to build?

Ever since I first stumbled into the IPaaS (Integration Platform as a Service) world with If This Then That (IFTTT) years ago, the potential that was evident there was super exciting.to me. I’ve since spent time playing around with Zapier and Power Automate as well. Some of it is in the context of Docusign and sometimes just for fun and exploration of what is possible. An example of one practical application of IPaaS software that I use daily is to help with my calendar management by blocking out small breaks between meetings so I’m not stuck back to back all day. I have 5, 10, or 15 minute breaks that automatically appear to give me time to wrap up a meeting if it runs long, take bio breaks, a quick breather, etc. It’s been a lifesaver when I didn’t have other software or add-ons that could accomplish it. Now, it’s so easy to create automated steps and processes to make our days easier. Now that Docusign has released our own in-house IPaaS foray in the form of Docusign Maestro, I’d lo

430
Brandon.Varela
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How does Docusign Maestro help increase efficiency?

Limited integration hinders data exchange with systems of record and often requires time-consuming and expensive custom engineering work. How does Docusign Maestro help with this issue?

442
Sumit.Parikh
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
I received a signed document with a Black box over the signature , how do we remove it or why is it doing this ?

I received a signed document with a Black box over the signature , how do we remove it or why is it doing this ?

5902
K
Newcomer
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in Docusign Maestro
Maestro for Self Service Forms

Can anyone guide me how to use Maestro - initiating a workflow for self service forms?

571
N
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How do I change the default email text and subject? Can it be tied to a template so that each form template has a different default subject/text that is customized?

How do I change the default email text and subject? Can it be tied to a template so that each form template has a different default subject/text that is customized?

4612
M
Newcomer

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