DocuSign Branding Signing Resource File v1.1 information

Transcription

DocuSign
Information Guide
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 Singing Resource file with each new DocuSign release.
221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.
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 .............................................................................................................. 5
General Signing Resource File Editing Information .............................................................................. 5
DocuSign Signing Resource File Content ............................................................................................ 7
Language Settings ........................................................................................................................... 7
Dialog Box Settings .......................................................................................................................... 8
General Error Message .................................................................................................................... 8
Cookies Required Message ............................................................................................................. 8
Miscellaneous Settings .................................................................................................................... 9
Accessibility Screen Reader Information ........................................................................................ 10
Browser Compatibility Message ..................................................................................................... 11
Authentication ................................................................................................................................ 12
Welcome - Introduction .................................................................................................................. 26
Continue Button and Other Actions Menu ...................................................................................... 28
Signing Header .............................................................................................................................. 34
Free-Form Signing ......................................................................................................................... 38
In Person Signing ........................................................................................................................... 43
Electronic Notary Signing ............................................................................................................... 49
Document Markup .......................................................................................................................... 59
Agent Managed Envelopes ............................................................................................................ 61
Adopt or Draw a Signature and Initials ........................................................................................... 68
Signer Attachments ........................................................................................................................ 75
Assign to Someone Else ................................................................................................................ 81
Decline to Sign ............................................................................................................................... 83
Payment Processing ...................................................................................................................... 87
Print & Sign .................................................................................................................................... 88
Fax Cover Sheets .......................................................................................................................... 95
Signing Complete ......................................................................................................................... 100
PowerForms................................................................................................................................. 108
Error Messages and Landing Pages ............................................................................................ 112
For More Information ....................................................................................................................... 118
3
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 Classic DocuSign Experience web application, click your profile image in the upper right
of the console and select Preferences. The Preferences page is displayed.
Select to view your Preferences
4
2. In the navigation panel on the left side of the page, under the Account Administration heading,
click Branding.
Alternately, you can also get to account branding from the Features page and clicking the
Account Branding link in the Manage Account section.
The Branding page is displayed.
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.
4. Click the Resources tab to work with the resource files:

To download the master signing resource file, in the Signing Resources section select the
download language for the master resource file and click the Download Master button.

To upload a custom signing or captive signing resource file, in the Signing Resources section
click Upload Resource or Upload Captive Resource. Find the signing resource file you want
to upload, select the file and click Open.
5
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.
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.
After uploading a custom file, the information about when and who last uploaded resource file
is shown below the download button.

To download your custom signing or captive signing resource file, click the Download Your
Resource button. 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 Sign 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.
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.
6
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.
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.
7
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
language twoletterisoname=
Description
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.
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
Dialog_HorizCenterPosition
Dialog_MaxWidth
Dialog_TopPosition
Description and Default Value
Sets the horizontal center position, in pixels, for dialog boxes.
Default Value: 480
Sets the maximum width, in pixels, for dialog boxes.
Default Value: 800
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.
Data Name
_404Error_PageTitle
_404Error_Message
Sets the Header text for a 404 error dialog box.
Default Value: Web Page Not Found
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.
Data Name
CookiesRequired_PageTitle
CookiesRequired_Message
Sets the header for the Cookies Required dialog box.
Default Value: Cookies Required
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+
1. Go to the Tools menu.
8
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.
Data Name
DocuSign_DisableLocationAwareness
DocuSign_MakeDocumentAccessible
DocuSign_TabRequiredBorderColor
This sets if the recipient’s location setting is active or disabled (true=disabled).
Default Value: false
This sets the text for enabling accessibility for an envelope.
Default Value: Press enter to use the screen reader to access your document.
The hexadecimal code for the border color around required tags.
Default Value: #bf1e2e
9
10
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.
Data Name
DocuSign_HideNote
DocuSign_ShowNote
DocuSign_MakeDocumentAccessible
DocuSign_OpenLinkInNewWindow
DocuSign_OpenLinkOnSamePage
DocuSign_OpenPdfInNewWindow
This message is presented for the option that hides the text for a note field on a
document.
Default Value: Hide Note
This message is presented for the option that shows the text for a note field on a
document.
Default Value: Show Note
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.
This message is presented if the active link will open a new browser window.
Default Value: This link will open in a new window.
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.
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.
11
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.
1
2
3
4
5
6
#
1
2
3
Data Name
BrowserSupport_YourBrowserIsNotSupported
Sets the heading for the Browser Not Supported message.
Default Value: Your browser isn't supported
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.
BrowserSupport_DownloadFollowingToContinue
Sets the action text for the Browser Not Supported message.
Default Value: Download one of the following browsers to continue:
12
#
4
Data Name
BrowserSupport_VersionXOrAbove
5
BrowserSupport_CurrentVersion
6
BrowserSupport_CurrentUserAgent
Sets the text for the supported browser versions.
Default Value: {0} or above
Sets the text for the supported browser versions, current version.
Default Value: Current Version
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.
1
2a
2
4
3
A
5
#
A
Data Name
ActivationSec_DontKnowCodeShow
1
ActivationSec_AccessCodeHeader
Sets if the ‘did not receive access code’ button is shown or hidden (true =
show).
Default Value: true
Sets the heading for the Access Code authentication dialog box.
Default Value: Please enter the access code to view the document
#
2
2a
2
3
3
4
5
5
Data Name
ActivationSec_AccessCodeMsgDefault
13
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.
ActivationSec_TheSender
Sets the text The sender in the Access Code authentication message.
Default Value: The sender
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.
ActivationSec_EnterCode
Sets text for the access code entry field.
Default Value: Access Code
ActivationSec_EnterCode_Mobile
Sets the text for the access code entry field for mobile clients.
Default Value: Enter Access Code
ActivationSec_NeverReceiveCode
Sets the text for the ‘did not receive access code’ button.
Default Value: I never received an access code
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
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.
SMS Authentication (Choose)
1
2
3
4
5
6
#
1
Data Name
ActivationSec_SenderSecRequest
2
ActivationSec_SMSAuth
3
ActivationSec_SMSAuthDesc
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
Sets the heading inside the dialog box for SMS Authentication dialog boxes.
Default Value: SMS Authentication
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.
14
#
4
Data Name
ActivationSec_SMSAuthSelPhone
5
ActivationSec_SMSAuthCall
6
ActivationSec_SMSAuthNoPhone
-
ActivationSec_SMSAuthCodeMessage
15
Sets the text for phone number selection.
Default Value: Please select a phone that can receive text messages so you
can authenticate:
Sets the text of the Send SMS button.
Default Value: Send SMS
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.
Sets the text of the message sent to the recipient’s phone.
Default Value: Your DocuSign authentication code is:
SMS Authentication (Confirm Code)
1
2
3
4
5
6
#
1
Data Name
Sets the header for the authentication method dialog box. This header
applies to all authentication methods, except for Access Code Authentication.
#
2
3
4
5
5
6
6
-
Data Name
ActivationSec_SMSAuth
Sets the heading inside the dialog box for SMS Authentication dialog boxes.
Default Value: SMS Authentication
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.
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.
ActivationSec_SMSAuthComplete
Sets the text of the Confirm Code button.
Default Value: Confirm Code
ActivationSec_SMSAuthComplete_Mobile
Sets the text of the Confirm button for mobile clients.
Default Value: Confirm
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.
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.
16
17
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.
1
2
3
4
5
6
7
#
1
Data Name
2
ActivationSec_PhoneAuth
Sets the header for the authentication method dialog box. This header applies to
all authentication methods, except for Access Code Authentication.
Sets the heading inside the dialog box for Phone Authentication. This heading is
used in both phone authentication dialogs.
Default Value: Phone Authentication
#
3
Data Name
ActivationSec_PhoneAuthDesc
4
ActivationSec_PhoneAuthSelPhone
5
ActivationSec_PhoneAuthOrEnterPh
6
ActivationSec_PhoneAuthCall
7
ActivationSec_PhoneAuthNoPhone
ActivationSec_CallMessage
18
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.
Sets the text for phone number selection.
Default Value: Please select a phone that you currently can answer to
authenticate:
Sets the text for allowing the recipient to enter a phone number.
Default Value: Enter phone number (with area code):
Sets the text of the Call button.
Default Value: Call
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.
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".
19
Phone Authentication (Call Placed)
These lines set the messages used for Phone Authentication dialog box used when the call has been placed.
1
2
3&4
5
6
7
8
9
#
1
Data Name
2
ActivationSec_PhoneAuth
3
ActivationSec_PhoneAuthCalled
4
ActivationSec_PhoneAuthRingWait
5
ActivationSec_PhoneAuthEnterCode
Sets the heading inside the dialog box for Phone Authentication. This heading
is used in both phone authentication dialogs.
Default Value: Phone Authentication
Sets the text saying a call was placed.
Default Value: Call Placed.
Sets the text after the call placed text.
Default Value: Your phone should ring within 10 seconds.
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.
#
6
7
8
8
9
9
Data Name
ActivationSec_AuthCode
20
Sets the text of the authentication code description.
Default Value: Authentication Code:
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.
ActivationSec_PhoneAuthComplete
Sets the text for the phone ‘authentication complete’ button.
Default Value: Phone Authentication Complete
ActivationSec_PhoneAuthComplete_Mobile Sets the text for the phone ‘authentication complete’ button for mobile clients.
Default Value: Authentication Complete
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.
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.
21
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.
1
2
3
4
5
6
7
8
9
#
1
Data Name
2
ActivationSec_IDChkInfo
2
ActivationSec_IDChkStan
3
ActivationSec_IDChkHomeAddr
Sets the heading text for the type of ID Check.
Default Value: ID Check - Personal Information
Sets the heading text for the type of ID Check.
Default Value: ID Check - STAN
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.
#
4
Data Name
ActivationSec_IDChkHomeReq
5
ActivationSec_OptInfo
6
ActivationSec_SSN4
6
ActivationSec_SSN9
7
ActivationSec_DOB
8
ActivationSec_DateFormat
8
ActivationSec_DateFormat_Mobile
9
ActivationSec_IDChkValidInfo
-
ActivationSec_IDCheckAttemptsTooMany
22
Sets the message text for required information.
Default Value: Required Information (Home Address)
Sets the message text for optional information.
Default Value: Optional Information
Sets the description text for the Social Security Number field.
Default Value: Last 4 digits of SSN
Sets the description text for the Social Security Number field.
Default Value: Full 9 digits of SSN
Sets the description text for the Data of Birth field.
Default Value: Date of Birth
Sets the description text for the date of birth format.
Default Value: mm / dd / yyyy
Sets the description text for the date of birth format for mobile clients.
Default Value: MM / DD / YYYY
Sets the text for the warning message for required information.
Default Value: You must enter required and valid information before you can
continue.
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.
23
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.
1
2
3
4
5
#
1
Data Name
2
ActivationSec_IDChkQuestions
3
ActivationSec_IDChkQuestionsDesc
Sets the heading text for the ID Check.
Default Value: ID Check - Identification Questions
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.
#
4
Data Name
ActivationSec_IDCheckAnswersPopulate
5
ActivationSec_SubmitAnswers
ActivationSec_IDCheckAttemptsTooMany
Sets the text for the warning message for required information.
Default Value: Please answer all of the questions provided.
Sets the text for the ‘submit answers’ button.
Default Value: Submit Answers
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.
1
2
3
#
1
Data Name
24
applies to all authentication methods, except for Access Code
Authentication.
#
2
Data Name
ActivationSec_LiveIdInstructions1
3
ActivationSec_LiveIdInstructions2
ActivationSec_LiveIdErrorMsgNoLiveId
ActivationSec_LiveIdErrorMsgNoMailMatch
25
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].
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.
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.
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.
26
Welcome - Introduction
These lines set the text used in the welcome/introduction presented to recipients at the start of the signing experience.
1
B
A
D
4
5
C
2
3
6
3
7
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
Data Name
DocuSign_HideIntroductionSenderProfileImage
B
DocuSign_HideIntroductionSender
Sets if the sender’s profile image is shown or hidden (true = hide). This
applies to the sender profile image on all dialogs.
Sets if the sender’s information is shown or hidden (true = hide). Note
that this applies to the sender’s information on all dialogs.
#
C
Data Name
DocuSign_WelcomeDialogHideEmailContent
D
DocuSign_SuppressStartDialog
1
DocuSign_WelcomeDialogHeader
2
DocuSign_IntroAgreeWithLink
3
DocuSign_IntroAgreeLinkText
4
DocuSign_PrivateMessage
5
DocuSign_ViewMore
5
DocuSign_ViewLess
6
DocuSign_FirstLineIntroAgreeWithLink
7
DocuSign_IntroAgree
27
Sets if the text of the email message sent to all recipients is shown or
hidden (true = hide). The View Less and View More
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.
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
Sets the text associated with the agree to use electronic records and
signatures checkbox.
Default Value: I agree to use [[[DocuSign_IntroAgreeLinkText]]]
Sets the merge field text used for the agree to use electronic records and
signatures link.
Default Value: Electronic Records and Signatures
Sets the text shown to the left of a recipient’s private message.
Default Value: Private Message:
Sets the text shown for the message View More link.
Default Value: View More
Sets the text shown for the message View Less link
Default Value: View Less
Sets the text associated with the first line of the electronic records and
signatures agreement.
Default Value: Please read the [[[DocuSign_IntroAgreeLinkText]]]
Sets the text associated with the agree to use electronic records and
signatures checkbox.
Default Value: I agree to use electronic records and signatures.
28
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.

Classic DocuSign Experience web application Preferences – Features – Sending and Signing Options: Sign on paper and Sign
on paper user override options.
If the Sign on paper option is disabled for the account, then the PRINT & SIGN option will not appear in the menu.
If the Sign on paper option is enabled and the Sign on paper user override option is disabled, the PRINT & SIGN option will
always appear in the menu.
If both the Sign on paper and Sign on paper user override options are enabled, the PRINT & SIGN option can be set by the
sender during sending.

Classic DocuSign Experience web application Sending an Envelope or Creating a Template – Envelope Settings – Allow
recipient(s) 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 recipient(s) 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.
29
ASSIGN TO SOMEONE ELSE option – Availability of this option is determined by the following options and settings:

Classic DocuSign Experience web application Preferences – Features – Sending and Signing Options: Signers can reassign
envelopes and Allow override of reassign by sender options.
If the Signers can reassign envelopes option is disabled for the account, then the ASSIGN TO SOMEONE ELSE option will
not appear in the menu.
If the Signers can reassign envelopes option is enabled and the Allow override of reassign by sender option is disabled, the
ASSIGN TO SOMEONE ELSE option will always appear in the menu.
If both the Signers can reassign envelopes and Allow override of reassign by sender options are enabled, the ASSIGN TO
SOMEONE ELSE option can be set by the sender during sending.

recipient(s) to change signing responsibility option.
If both the Signers can reassign envelopes and Allow override of reassign by sender options are enabled for the account,
the sender can select the Allow recipient(s) to change signing responsibility option to show the ASSIGN TO SOMEONE
ELSE option in the menu.

to sign on paper.
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.
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:

Classic DocuSign Experience web application Preferences – Features – Sending and Signing Options: Allow Markup option.
If the Allow Markup option is enabled, the MARK UP option can be set by the sender during sending.

recipient(s) to edit the document(s) option.
If the Allow Markup option is enabled for the account, the sender can select the Allow recipient(s) to edit the document(s)
option to show the MARK UP option in the menu.

to sign on paper.
30
If the Allow Markup 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 Markup 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 Classic DocuSign Experience web application Preferences – Branding – Links tab by
selecting to Hide the Footer Support.
31
1
A
2
3
B
4
12
5
13
6
14
15
7
8
C
16
9
17
10
18
11
19
20
21
#
A
Data Name
DocuSign_FinishLaterAllow
A
DocuSign_FinishLaterAllowForLoggedIn
B
DocuSign_FaxAllowForSignOnPaper
C
DocuSign_DeclineAllow
1
DocuSign_BeginSigningMessage
2
DocuSign_Continue
3
DocuSign_MoreOptions
4
DocuSign_FinishLater
5
DocuSign_TipFinishLater
6
DocuSign_ChangeSigner
7
DocuSign_TipChangeSigner
8
DocuSign_Markup
32
Sets if the Finish Later option is shown or hidden (true = show).
Default Value: true
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
Sets if return by fax is available for the Print & Sign option (true =
available).
Default Value: true
Sets if the Decline to Sign option is shown or hidden (true = show).
Default Value: true
Sets the hover help text for the Continue signing button.
Default Value: Select Continue to begin the signing process
Sets the text of the Continue signing button.
Default Value: Continue
Sets the text shown for the OTHER ACTIONS menu.
Default Value: Other Actions
Sets the text for selecting the FINISH LATER option.
Default Value: Finish Later
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.
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
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.
Sets the text for selecting the MARK UP option.
Default Value: Mark Up
#
9
Data Name
DocuSign_TipMarkup
10
DocuSign_FormData
11
DocuSign_TipFormData
12
DocuSign_SignOnPaper
13
DocuSign_TipSignOnPaper
13
DocuSign_TipSignOnPaperNoFax
14
DocuSign_Decline
15
DocuSign_TipDeclineToSign
16
DocuSign_Void
17
DocuSign_TipVoid
18
DocuSign_Correct
33
Sets the text shown under the MARK UP option.
Default Value: Make changes and collaborate on the document’s
content.
Sets the text for selecting the FORM DATA option.
Default Value: Form Data
Sets the text shown under the FORM DATA option.
Default Value: Read and download the document form data.
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
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.
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.
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
Sets the text shown under the DECLINE TO SIGN option.
Default Value: Notify the sender you refuse to sign the document.
Sets the text for selecting the VOID option.
Default Value: Void
Sets the text shown under the VOID option.
Default Value: Cancel the document. Notifies all recipients and removes
access to the document.
Sets the text for selecting the CORRECT option.
Default Value: Correct
34
#
19
Data Name
DocuSign_TipCorrect
20
DocuSign_About
21
DocuSign_EnvelopeHistory
Sets the text shown under the CORRECT option.
Default Value: Change recipient information, fields, or the document’s
content after sending.
Sets the text of the about DocuSign link.
Default Value: About DocuSign
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
1
2
#
A
Data Name
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
Data Name
DocuSign_SigningAllowPrint
B
DocuSign_SigningAllowPrint_tablet
DocuSign_Download
DocuSign_Print
1
DocuSign_DownloadCombinedLabel
DocuSign_DownloadCombinedLabelTooltip
2
DocuSign_DownloadArchiveLabel
DocuSign_DownloadArchiveLabelTooltip
35
Sets if the print button is shown or hidden (true = show).
Default Value: true
Sets if the print button is shown or hidden (true = show) for tablets.
Default Value: true
Sets the hover tip text for ‘Download’ documents button.
Default Value: Download
Sets the hover tip text for ‘Print’ documents button.
Default Value: Print
Sets the header text for downloading documents as a combined PDF file.
Default Value: Combined PDF
Sets the tip text for downloading documents as a combined PDF file.
Default Value: Download Combined PDF
Sets the header text for downloading documents as a zip file with
separate PDFs.
Default Value: Separate PDFs
Sets the tip text for downloading documents as a zip file with separate
PDFs.
Default Value: Download Separate PDFs
36
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.
Help and information text is shown
at the top or bottom of the page.
1
1
Data Name
DocuSign_FinishSigning
DocuSign_HelpfulMessageApprove
DocuSign_HelpfulMessageCheckbox
DocuSign_HelpfulMessageCommission
ExpirationDate
DocuSign_HelpfulMessageCommissionNumber
DocuSign_HelpfulMessageCompany
DocuSign_HelpfulMessageCounty
DocuSign_HelpfulMessageDate
Sets the text of the Finish signing button.
Default Value: Finish
Sets the help cue text for an Approve field.
Default Value: Approve
Sets the help cue text for a checkbox.
Default Value: Select the checkbox to mark
Sets the help cue text for a Notary Commission expiration date field.
Default Value: Commission expiration date
Sets the help cue text for a Notary Commission Number field.
Default Value: Commission number
Sets the help cue text for a Company field.
Default Value: Enter your company
Sets the help cue text for a Country field.
Default Value: County
Sets the help cue text for a Date field.
Default Value: Date
DocuSign_HelpfulMessageDecline
DocuSign_HelpfulMessageDone
DocuSign_HelpfulMessageFreeform
DocuSign_HelpfulMessageInitialHere
DocuSign_HelpfulMessageInitialHereOptional
DocuSign_HelpfulMessageList
DocuSign_HelpfulMessageMarkupText
DocuSign_HelpfulMessageNotarySeal
DocuSign_HelpfulMessageNumber
DocuSign_HelpfulMessagePleaseReview
DocuSign_HelpfulMessageRadio
DocuSign_HelpfulMessageSignerAttachment
DocuSign_HelpfulMessageSignerAttachmentOp
tional
DocuSign_HelpfulMessageSignHere
Sets the help cue text for a Decline field.
Default Value: Decline
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.
Sets the help cue text for free-form signing.
Default Value: Drag and drop fields from the left panel onto the
document
Sets the help cue text for a required Initials field.
Default Value: Select the initial field to create and add your initials.
Sets the help cue text for an optional Initials field.
Default Value: Select the initial field to add your initials.
Sets the help cue text for a List field.
Default Value: Select an option from the list
Sets the help cue text when the mark up feature is activated.
Default Value: Mark changes on document
Sets the help cue text for a Notary Seal field.
Default Value: Notary seal
Sets the help cue text for a Number field.
Default Value: Enter number
Sets the help cue text shown when starting the signing process. .
Default Value: Please review the documents below.
Sets the help cue text for a Radio Button field.
Default Value: Select one radio button
Sets the help cue text for a required Signer Attachment field.
Default Value: Select the attachment field to add a document.
Sets the help cue text for an optional Signer Attachment field.
Default Value: Select to attach a file
Sets the help cue text for a required Signature field.
Default Value: Select the sign field to create and add your signature.
37
DocuSign_HelpfulMessageSignHereOptional
DocuSign_HelpfulMessageSSN
DocuSign_HelpfulMessageState
DocuSign_HelpfulMessageStreetAddress
DocuSign_HelpfulMessageTelephoneNumber
DocuSign_HelpfulMessageText
DocuSign_HelpfulMessageTitle
DocuSign_HelpfulMessageZIP5
DocuSign_HelpfulMessageZIP5DASH4
Sets the help cue text for an optional Signature field.
Default Value: Select the sign field to add your signature.
Sets the help cue text for an SSN field.
Default Value: Enter social security number
Sets the help cue text for a State field.
Default Value: Enter your state
Sets the help cue text for a Street Address field.
Default Value: Street address
Sets the help cue text for a Telephone Number field.
Default Value: Telephone number
Sets the help cue text for a Text (Data) field.
Default Value: Enter text
Sets the help cue text for a Title field.
Default Value: Enter your title
Sets the help cue text for a Zip Code field.
Default Value: Enter five digit zip code
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.
38
Free-Form Signing Menu
These lines set the text used for the Free-Form Signing menu.
1
2
3
4
5
6
7
8
9
10
11
12
#
Data Name
DocuSign_SignerPlacedAddTooltip
DocuSign_HelpfulFreeformBegin_Mobile
Sets the help text for the free-form signing menu.
Default Value: Select and drag a tag onto the document.
Sets the help text for the free-form signing menu for mobile clients.
Default Value: Tap on document to add a field
39
#
1
Data Name
DocuSign_Fields
2
DocuSign_DragSignature
DocuSign_DragSignHereTab
3
DocuSign_DragInitial
DocuSign_DragInitialHereTab
4
DocuSign_DragDateSigned
DocuSign_DragDateSignedTab
5
DocuSign_DragFullName
DocuSign_DragFullNameTab
6
DocuSign_DragFirstName
6
DocuSign_DragFirstName_Mobile
DocuSign_DragFirstNameTab
Sets the heading text above the free-form signing fields.
Default Value: Fields
Sets the text associated with a Signature tag in the menu.
Default Value: Signature
Sets the text of the message shown when the recipient’s cursor hovers
over the tag.
Default Value: Drag and drop Signature tag
Sets the text associated with an Initial tag in the menu.
Default Value: Initial
over the tag.
Default Value: Drag and drop Initial tag
Sets the text associated with a Date Signed tag in the menu.
Default Value: Date Signed
over the tag.
Default Value: Drag and drop Date Signed tag
Sets the text associated with a Full Name tag in the menu.
Default Value: Name
over the tag.
Default Value: Drag and drop Name tag
Sets the text associated with a First Name tag in the menu.
Default Value: First Name
Sets the text associated with a First Name tag in the menu for mobile
clients.
Default Value: First Name
over the tag.
Default Value: Drag and drop First Name tag
40
#
7
Data Name
DocuSign_DragLastName
7
DocuSign_DragLastName_Mobile
DocuSign_DragLastNameTab
8
DocuSign_DragEmailAddress
8
DocuSign_DragEmailAddress_Mobile
DocuSign_DragEmailAddressTab
9
DocuSign_DragCompany
DocuSign_DragCompanyTab
10
DocuSign_DragTitle
DocuSign_DragTitleTab
11
DocuSign_DragText
DocuSign_DragTextTab
41
Sets the text associated with a Last Name tag in the menu.
Default Value: Last Name
Sets the text associated with a Last Name tag in the menu for mobile
clients.
Default Value: Last Name
over the tag.
Default Value: Drag and drop Last Name tag
Sets the text associated with an Email Address tag in the menu.
Default Value: Email Address
Sets the text associated with an Email Address tag in the menu for mobile
clients.
Default Value: Email
over the tag.
Default Value: Drag and drop Email Address tag
Sets the text associated with a Company tag in the menu.
Default Value: Company
over the tag.
Default Value: Drag and drop Company Name tag
Sets the text associated with a Title tag in the menu.
Default Value: Title
over the tag.
Default Value: Drag and drop Title tag
Sets the text associated with a Text tag in the menu.
Default Value: Text
over the tag.
Default Value: Drag and drop Text tag
#
12
Data Name
DocuSign_DragCheckbox
Sets the text associated with a Checkbox tag in the menu.
Default Value: Checkbox
DocuSign_DragCheckboxTab
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.
42
43
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.
1
2
3
4
5
6
7
8
9
#
1
2
Data Name
DocuSign_InPersonSuppressHostInstructions This shows or hides the Host an In-Person Signing instructions dialog box
(true = hide).
DocuSign_InPersonSecurityTitle
Sets the header text for the Host and In Person Signing dialog box.
Default Value: Host an In-Person Signing
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:
#
3
Data Name
DocuSign_InPersonStartStep1
4
5
6
7
8
9
DocuSign_InPersonStartSkip
44
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.
Sets the text for ‘skip’ checkbox.
Default Value: Check here to skip this message in the future
45
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
2
#
1
Data Name
DocuSign_InPersonSecurityTitleIdentification
2
DocuSign_InPersonIdDesc
DocuSign_InPersonIdError
Sets the header text for the dialog box.
Default Value: Collect Signer Identification
Sets the instructions for collecting signer information.
Default Value: Please collect the required Identification for [[Signer]]
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.
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.
1
2
#
Data Name
DocuSign_InPersonSuppressPassNotifications
1
DocuSign_InPersonSecurityTitlePass
2
DocuSign_InPersonControl
This shows or hides the Host Signing pass controls dialog box (true =
hide).
Sets the header text for the pass control dialog box.
Default Value: Host Signing
Sets the instruction text for the pass control dialog box.
Default Value: control of the keyboard and mouse.
46
Signer Save A Copy
These lines set if the Save your Copy dialog box is shown and the message text in the dialog box.
1
2
3
#
Data Name
DocuSign_InPersonSuppressEmailCopy
1
DocuSign_HeaderStepGetCopy
2
DocuSign_InPersonEmailDesc
3
DocuSign_InPersonEmail
This shows or hides the signer Save your Copy dialog box (true = hide).
Sets the header text for the signer Save your Copy dialog box.
Default Value: Save your Copy
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.
Sets the text associated with the email address field.
Default Value: Email Address
47
48
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
2
#
1
Data Name
DocuSign_HeaderStepPassControl
2
DocuSign_InPersonPassToComplete
2
DocuSign_InPersonPassToCancel
Sets the header text for the Pass Control dialog box. This is shared with
Electronic Notary signing.
Default Value: Pass Control
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]]
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
49
Signing Host Login
These lines set if the Signing Complete dialog box is shown and the message text in the dialog box.
1
2
3
#
Data Name
DocuSign_InPersonSuppressLogin
1
DocuSign_InPersonCompleteSigning
2
DocuSign_InPersonPassCompleteLogin
2
DocuSign_InPersonPassCancelLogin
3
DocuSign_InPersonPassword
This shows or hides the Signing Complete dialog box (true = hide).
Sets the header text for the Signing Complete dialog box.
Default Value: Signing Complete
completes signing.
Default Value: [[SigningHost]] log in to complete the signing process
and confirm receipt.
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.
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
50
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
2
3
4
5
6
7
8
#
1
Data Name
DocuSign_NotarySecurityTitle
2
DocuSign_NotaryStartDesc
3
DocuSign_NotaryStartStep1
4
5
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
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:
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.
#
6
Data Name
DocuSign_NotaryStartBegin
7
DocuSign_BeginSigning
8
DocuSign_InPersonCancelNotarialAct
51
Sets the text for beginning the Electronic Notary session.
Default Value: When you are ready to begin the notarial act, pass control to
[[Signer]].
Sets the text for the button that starts the Electronic Notary session.
Default Value: Begin Signing
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
2
3
#
1
Data Name
DocuSign_HeaderStepPassControl
2
DocuSign_InPersonPassToComplete
Sets the header text for the Pass Control dialog box. This is shared with
the standard In Person signing.
Default Value: Pass Control
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
52
#
2
Data Name
DocuSign_InPersonPassToCancel
3
DocuSign_NotarySigningHost
chooses to cancel signing. This is shared with the standard In Person
signing.
Default Value: To cancel the electronic signing process please pass
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.
1
2
3
#
1
Data Name
Sets the heading for the Electronic Notary dialog boxes. This heading is used in
all the Electronic Notary dialog boxes.
53
#
2
Data Name
DocuSign_InPersonHostDSAuthDesc
3
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.
Sets the text for the link to cancel the Electronic Notary session.
Electronic Notary Signer Identity and Information
These lines set the header and text information in the Electronic Notary signer identity and information dialog box.
1
2
3
4
5
6
7
8
#
1
9
Data Name
Sets the heading for the Electronic Notary dialog boxes. This
heading is used in all the Electronic Notary dialog boxes.
#
2
3
4
5
6
7
8
9
Data Name
DocuSign_InPersonJournalEntry
54
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.
DocuSign_InPersonJurisdiction
Sets the text associated with the Notary Jurisdiction list.
Default Value: Jurisdiction:
DocuSign_InPersonNotaryJournalEntry
Sets the text associated with the Notary Type of ID list.
Default Value: Type of ID:
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):
DocuSign_InPersonJournalEntryCredibleWitnesses
Sets the text associated with the Add Credible Witness link.
Default Value: Credible (Identifying) Witnesses:
DocuSign_InPersonNotaryJournalEntryAddCredibleWitness Sets the text of the Add Credible Witness link that activates
the Credible Witness block.
Default Value: Add witness
DocuSign_InPersonBeginNotarization
Sets the text of the button to continue the Notary Signing.
Default Value: Continue Notarial Act
Sets the text for the link to cancel the Electronic Notary
session.
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.
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.
1
2
3
4
5
These lines set the information shown in the Type of ID list.
#
1
2
3
4
5
Data Name
DocuSign_InPersonJournalEntryDriversLicense Sets the text for a driver’s license type of ID.
Default Value: Driver's License
DocuSign_InPersonJournalEntryStateID
Sets the text for a state ID type of ID.
Default Value: State ID
DocuSign_InPersonJournalEntryPassport
Sets the text for a passport type of ID.
Default Value: Passport
DocuSign_InPersonJournalEntryMilitaryID
Sets the text for a military ID type of ID.
Default Value: Military ID
DocuSign_InPersonJournalEntryOtherID
Sets the text for other ID type of ID.
Default Value: Other ID (enter in notes below)
1
2
3
These lines set the text shown in the Credible Witness block.
55
#
1
2
3
Data Name
DocuSign_InPersonJournalEntryCredibleWitnessSignature
Sets the text for the credible witness signature block.
Default Value: Signature:
DocuSign_InPersonJournalEntryCredibleWitnessName
Sets the text for the credible witness name text box.
Default Value: Name:
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.
56
57
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.
1
2
3
4
5
6
7
8
#
1
Data Name
DocuSign_DragNotarySeal
DocuSign_DragSealTab
2
DocuSign_DragState
DocuSign_DragStateTab
3
DocuSign_DragCounty
DocuSign_DragCountyTab
4
DocuSign_DragStreetAddress
DocuSign_DragStreetAddressTab
5
DocuSign_DragTelephoneNumber
DocuSign_DragTelephoneNumberTag
6
DocuSign_DragCommissionNumber
DocuSign_DragCommissionNumberTag
Sets the text associated with a Notary Seal tag in the menu.
Default Value: Notarial Seal
over the Notary Seal tag.
Default Value: Drag and drop Notarial Seal tag
Sets the text associated with a State tag in the menu.
Default Value: State
over the State tag.
Default Value: Drag and drop State tag
Sets the text associated with a County tag in the menu.
Default Value: County of Commission
over the County tag.
Default Value: Drag and drop County of Commission tag
Sets the text associated with a Street Address tag in the menu.
Default Value: Street Address
over the Street Address tag.
Default Value: Drag and drop Street Address tag
Sets the text associated with a Telephone Number tag in the menu.
Default Value: Telephone Number
over the Telephone Number tag.
Default Value: Drag and drop Telephone Number tag
Sets the text associated with a Commission Number tag in the menu.
Default Value: Commission Number
over the Commission Number tag.
Default Value: Drag and drop Commission Number tag
58
#
7
Data Name
DocuSign_DragCommissionExpirationDate
DocuSign_DragCommissionExpirationDateTag
8
DocuSign_DragNotaryCertificateTab
DocuSign_DragNotaryCertificate
59
Sets the text associated with a Commission Expiration Date tag in the
menu.
Default Value: Commission Expiration Date
over the Commission Expiration Date tag.
Default Value: Drag and drop Commission Expiration Date tag
Sets the text associated with a Notary Certificate attachment tag in the
menu.
Default Value: Notarial Certificate
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
#
1
Data Name
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.
Document Markup Header and Option
These lines set the text used for document markup tool names.
1
#
1
Data Name
DocuSign_DragMarkup
DocuSign_DragMarkupTab
Sets the text used for the markup tool.
Default Value: Markup
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.
1
2
3
4
5
60
#
1
Data Name
Markup_DescTitle
2
Markup_DescLine1
3
Markup_DescLine2
4
Markup_DescLine3
5
Markup_SkipDesc
Markup_OverDSIDMsg
Markup_OverOtherTabMsg
Markup_OverSigMsg
61
Sets the header text for the Document Markup dialog box.
Default Value: Markup
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.
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.
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.
Sets the text for the don’t show check box.
Default Value: Don’t show me this again.
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.
over an existing tag.
Default Value: Markup fields cannot be placed over other fields.
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.
62
1
2
6
4
3
5
7
10
8
11
9
#
1
Data Name
Agent_Desc1
2
Agent_Desc2
3
Agent_Role
4
Agent_Email
5
Agent_Name
6
Agent_AccessCode
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.
Sets the message text for Agent Managed Envelope dialog box. Also used for
Default Value: Please enter the email address and name for the associated role
and select 'Complete and Send'.
Sets the recipient role heading text. Also used for Address Recipients reviewer.
Default Value: Role
Sets the recipient email heading text. Also used for Address Recipients
reviewer.
Sets the recipient name heading text. Also used for Address Recipients
reviewer.
Default Value: Name
Sets the recipient access code heading text. Also used for Address Recipients
reviewer.
#
7
Data Name
Agent_NoteTo
7
Agent_NoteTo_Mobile
8
Agent_EditNote
9
Agent_CompleteSend
10
Agent_EditEnvelope
11
Agent_ShowDocument
Agent_ShowRecipients
63
Sets the text associated with the recipient note field. Also used for Address
Recipients reviewer.
Default Value: Note to
[[SignerRole]]:
Sets the text associated with the recipient note field for mobile clients. Also used
for Address Recipients reviewer.
Default Value: Note to [[SignerRole]]
Sets text for the link to edit recipient note. Also used for Address Recipients
reviewer.
Default Value: Edit Note
Sets text for the ‘Complete and Send’ button. Also used for Address Recipients
reviewer.
Default Value: Complete and Send
Sets text for the ‘Edit Envelope’ button.
Default Value: Edit Envelope
Sets text for the link to show documents in the envelope. Also used for Address
Recipients reviewer.
Default Value: Show Document
Sets text for the link to show recipients when viewing documents. Also used for
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.
64
1
2
4
3
5
6
8
7
11
9
#
1
Data Name
Agent_Desc1
2
Agent_Desc2
3
Agent_Role
4
Agent_Email
5
Agent_Name
6
Agent_AccessCode
7
Agent_NoteTo
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.
Sets the message text for Agent Managed Envelope dialog box. Also used for
Default Value: Please enter the email address and name for the associated role
and select 'Complete and Send'.
Sets the recipient role heading text. Also used for Manage Envelope reviewer.
Default Value: Role
Sets the recipient email heading text. Also used for Manage Envelope reviewer.
Sets the recipient name heading text. Also used for Manage Envelope reviewer.
Default Value: Name
Sets the recipient access code heading text. Also used for Manage Envelope
reviewer.
Sets the text associated with the recipient note field. Also used for Manage
Envelope reviewer.
Default Value: Note to
[[SignerRole]]:
#
7
Data Name
Agent_NoteTo_Mobile
8
Agent_EditNote
9
Agent_CompleteSend
11
Agent_ShowDocument
Agent_ShowRecipients
Sets the text associated with the recipient note field for mobile clients. Also used
for Manage Envelope reviewer.
Default Value: Note to [[SignerRole]]
Sets the text for the link to edit recipient note. Also used for Manage Envelope
reviewer.
Default Value: Edit Note
Sets the text the for ‘Complete and Send’ button. Also used for Manage
Envelope reviewer.
Default Value: Complete and Send
Sets the text for the link to show documents in the envelope. Also used for
Default Value: Show Document
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.
Data Name
Agent_ErrEmailFormat
Agent_ErrEmailInvalidChar
Agent_ErrInstructions
Agent_ErrMissingAccessCode
Agent_ErrMissingName
65
Error message text for incorrect email address format.
Default Value: Improper format of the email address.
Error message text for invalid characters in the email address.
Default Value: Email address contains invalid characters '<', '>', or '#'
The introductory error message text.
Default Value: There are issues with the addressing of recipients, please fix:
Error message text for missing access code information.
Default Value: Access Code cannot be blank.
Error message text for missing signer name.
Default Value: Please provide a name for the signer.
Data Name
Agent_ErrNameInvalidChar
Agent_ErrNoteExceedSize
Agent_ErrNoteInvalidChar
Agent_ErrorAccountRequire
Agent_ErrorAddAdoptedSig
Agent_ErrorAdoptedSig
Agent_ErrorDuplicateRecip
Agent_ErrorInvalidName
Agent_ErrorMissingName
Agent_ErrorRecipCompleted
Error message text for invalid characters in the signer name.
Default Value: Name contains invalid characters '<', '>', or '#'
Error message text when note size is exceeded.
Default Value: Note field may only be 1000 characters.
Error message text for invalid characters in the signer note.
Default Value: Note contains invalid characters contains invalid characters '<',
'>', or '#'
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.
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.
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
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.
Error message text for cases where an invalid name is used for the signer.
Default Value: Invalid Name.
Error message text for cases where the signer name is missing.
Default Value: Please provide a name for the signer.
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.
66
67
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
2
3
5
4
1
Data Name
Intermediary_Desc1
2
Intermediary_Desc2
3
Agent_Resend
4
Agent_IntermediarySend
5
DocuSign_Void
Intermediary_ResendHelp
Intermediary_AccessCodeHelp
Sets the header text for the Manage Addresses dialog box.
Default Value: Review the recipient information
Sets the message text for the Manage Addresses dialog box.
Default Value: Update name and email for any incorrect or blank information
Sets the re-send heading text.
Default Value: Re-Send
Sets the text for the ‘Send Updates’ button.
Default Value: Send Updates
Sets the text for the link to void the envelope.
Default Value: Void
Sets the hover help text for the re-send checkbox.
Default Value: Re-Send will send a new email invitation to sign.
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.
Data Name
Intermediary_VoidHelp
Intermediary_InstructSendUpdates
Intermediary_DeclineDesc
68
Sets the hover help text for the void link.
Default Value: Void will cancel the envelope for all recipients.
Sets the hover help text for send updates.
Default Value: Select 'Send Updates' to complete your portion of this envelope
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.
#
Data Name
DocuSign_Initial
DocuSign_InitialHereOptional
DocuSign_SignHere
DocuSign_SignHereOptional
Sets the help text when a signer places the cursor over an Initial Here tag.
Default Value: Initial Here
Sets the help text when a signer places the cursor over an Initial Here Optional
tag.
Default Value: Initial Here Optional
Sets the help text when a signer places the cursor over a Sign Here tag.
Default Value: Sign Here
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.
69
Note: Some of the information and options in this dialog box are controlled by Preference – Features – Signature Adoption
Configuration settings.
1
2
3
4
6
5
11
7
8
9
10
#
Data Name
DocuSign_SuppressSelectSignature
1
DocuSign_AdoptTitle
1
DocuSign_AdoptTitle_Mobile
2
DocuSign_AdoptAsAppears
2
DocuSign_AdoptAsAppears_Mobile
3
DocuSign_AdoptFullNameNew
Sets if the select signature style option is shown or hidden (show = false). If the
option is suppressed, the signer must draw their signature.
Default Value: Adopt Your Signature
Sets the header text for the dialog box for mobile clients.
Default Value: Draw Your Signature
Sets the instructions text for the dialog box.
Default Value: Confirm your name, initials, and signature.
Sets the instructions text for the dialog box for mobile clients.
Default Value: Make sure your full name and initials are correct.
Sets the text for name field.
Default Value: Full Name
#
4
Data Name
DocuSign_AdoptInitialsNew
5
DocuSign_AdoptSelectStyle
5
DocuSign_AdoptSelectStyle_Mobile
6
DocuSign_AdoptDrawSignature
7
Adopt_DrawSignature
7
Adopt_DrawSignaturePad
7
Adopt_DrawInitials
7
Adopt_DrawInitialsPad
8
Adopt_SigTryAgain
8
Adopt_InitTryAgain
9
DocuSign_AdoptAgreement
10
DocuSign_AdoptMakeSig
10
DocuSign_AdoptMakeSig_Mobile
Sets the text for Initials field.
Default Value: Initials
Sets the text to choose to select a signature style.
Default Value: Select Style
Sets the text to choose to select a signature style for mobile clients.
Sets the text to choose to select draw a signature/initials.
Default Value: Draw
Sets the instruction text for drawing a signature.
Default Value: Draw your signature
Sets the instruction text for drawing a signature on a signature pad.
Default Value: Draw your signature on the Signature Pad
Sets the instruction text for drawing initials.
Default Value: Draw your initials
Sets the instruction text for drawing initials on a signature pad.
Default Value: Draw your initials on the Signature Pad
Sets the instruction text for clearing a signature.
Default Value: Clear
Sets the instruction text for clearing initials.
Default Value: Clear
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-andpaper signature or initial.”
Default Value: (none)
Sets the text for the adopt button.
Default Value: Adopt and Sign
Sets the text for the adopt button for mobile clients.
Default Value: Adopt & Sign
70
#
10
Data Name
DocuSign_AdoptMakeInitials
10
DocuSign_AdoptMakeInitials_Mobile
11
DocuSign_OrUploadSig
71
Sets the text for the adopt initials button.
Default Value: Adopt and Initial
Sets the text for the adopt initials button for mobile clients.
Default Value: Adopt & Initial
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.
#
Data Name
Adopt_SigPadStartWhenReady
Default Value: Select 'Start Capture' when ready.
Adopt_SigPadStartCapture
Default Value: Start Capture
Adopt_SigPadUnavailable1
Default Value: The Signature Pad is unavailable.
Adopt_SigPadUnavailable2
Default Value: Please use 'Select Style'.
72
Generating Signature
These lines set the message shown while a signature is being generated.
1
2
#
1
Data Name
DocuSign_AdoptTitle
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.
73
1
2
3
4
5
6
7
8
9
#
Data Name
DocuSign_SuppressSelectSignature
1
DocuSign_AdoptTitle
1
DocuSign_AdoptTitle_Mobile
2
DocuSign_AdoptAsAppears
2
DocuSign_AdoptAsAppears_Mobile
3
DocuSign_AdoptFullNameNew
Sets if the select signature style option is shown or hidden (show = false). If the
option is suppressed, the signer must draw their signature.
Sets the header text for the dialog box for mobile clients.
Default Value: Draw Your Signature
Sets the instructions text for the dialog box.
Default Value: Confirm your name, initials, and signature.
Sets the instructions text for the dialog box for mobile clients.
Default Value: Make sure your full name and initials are correct.
Sets the text for name field.
Default Value: Full Name
#
4
Data Name
DocuSign_AdoptInitialsNew
5
DocuSign_AdoptSelectStyle
5
DocuSign_AdoptSelectStyle_Mobile
6
DocuSign_AdoptDrawSignature
7
DocuSign_SignatureStyle
8
DocuSign_ChangeStyle
9
DocuSign_AdoptMakeSig
9
DocuSign_AdoptMakeSig_Mobile
Sets the text for Initials field.
Default Value: Initials
Sets the text to choose to select a signature style.
Sets the text to choose to select a signature style for mobile clients.
Sets the text to choose to select draw a signature/initials.
Default Value: Draw
Sets the text for the signature/initials display.
Default Value: Preview
Sets the link text to select signature styles.
Default Value: Change Style
Sets the text for the adopt button.
Default Value: Adopt and Sign
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.
Data Name
Adopt_BrowserSigDraw
Adopt_BrowserSigDrawSupport
DocuSign_AdoptError
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
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.
Sets the error message text for a signature adoption error.
Default Value: There was an error adopting your signature, please try again.
74
Data Name
DocuSign_AdoptMustSupply
DocuSign_AdoptDoubleTab
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.
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.
#
Data Name
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.
1
2
3
4
75
#
1
Data Name
DocuSign_AttachUpload
1
DocuSign_AttachUpload_Mobile
2
DocuSign_AttachHow
3
DocuSign_AttachViaUpload
4
DocuSign_AttachViaFax
DocuSign_AttachmentDelete
Sets the header text for the add attachment dialog box.
Default Value: Attachments
Sets the header text for the add attachment dialog box for mobile clients.
Default Value: Add Attachment
Sets the message text for selecting how to add attachments.
Default Value: How would you like to add your attachments?
Sets the text for the upload radio button option.
Sets the text for the fax radio button option.
Default Value: Fax
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
2
3
#
1
Data Name
DocuSign_UploadAttachment
Default Value: Upload Attachment
76
#
2
Data Name
DocuSign_UploadAFile
3
DocuSign_Done
Sets the button text used to upload files. This is also used for the Print & Sign
dialogs.
Default Value: Upload a File
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
2
3
#
1
Data Name
DocuSign_FaxHeader
2
DocuSign_FaxDesc
3
DocuSign_Ok
Sets the header text for the send attachment by fax dialog boxes.
Default Value: Send Attachment by Fax
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.
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.
77
1
2
3
4
#
1
Data Name
DocuSign_FaxHeader
2
DocuSign_FaxPrintSigned
3
DocuSign_FaxPrintDesc"
4
DocuSign_FaxPrintCoverButton"
Sets the header text for the send attachment by fax dialog boxes.
Default Value: Send Attachment by Fax
Sets the description text when preparing to fax attachments.
Default Value: Your documents were successfully submitted.
Sets the instruction text for sending attachments by fax.
Default Value: To finish, please print the cover page and fax the
[[FaxAttachmentCount]] attachment(s).
Sets the text for the print fax cover page button.
Default Value: Get Cover Page
78
79
Cancel Attachment by Fax
These lines set the text for the Cancel Attachment by Fax dialog box.
1
2
3
#
1
Data Name
DocuSign_FaxCancelConfirmHeader
2
DocuSign_FaxCancelConfirm
3
DocuSign_FaxCancelButton
Sets the header text for cancelling attachment by fax dialog box.
Default Value: Cancel Attachments by Fax
Sets the message text for canceling a fax attachment.
Default Value: Do you want to cancel fax upload and reset the attachment
request?
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.
Data Name
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.
Data Name
DocuSign_AttachErrorPdf
DocuSign_AttachErrorProcessing
DocuSign_AttachErrorRead
DocuSign_AttachErrorSize
DocuSign_UploadErrorXFA
80
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.
Sets the message text for an attachment processing error.
Default Value: An error has occurred. Please try again.
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.
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.
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
Assign to Someone Else
Assign to Someone Else (add new signer)
These lines set the text for the Change Signer dialog box.
1
2
3
4
1
#
1
Data Name
DocuSign_ChangeSigner
2
DocuSign_ChangeSignerName
3
DocuSign_ChangeSignerDesc
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
Sets the text associated with the name field for the new signer.
Default Value: New Signer’s Name
Sets the text associated with the change signer reason field.
Default Value: Please provide a reason to [[SenderName]] for changing
signing responsibility
81
82
#
4
Data Name
DocuSign_ChangeSignerInfo
4
DocuSign_ChangeSignerInfoNoCC
DocuSign_ChangeSignerNameError
DocuSign_ChangeSignerError
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.
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.
Sets the error message text when the new recipient name has errors.
Default Value: The name field contains invalid characters.
Sets the error message text when the signer cannot be changed.
Default Value: Unable to change signer.
Signing Responsibility Changed (change complete)
1
2
3
#
1
Data Name
DocuSignComplete_ChangeSignerTitle
2
DocuSignComplete_ChangeSigner
3
DocuSignComplete_ChangeSignerCC
Sets the text for the dialog box header.
Default Value: Signing Responsibility Changed
Sets the text for the first line of the dialog box.
Default Value: You have successfully changed signing responsibility.
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
2
3
#
1
Data Name
DeclineWarning_Title
2
DeclineWarning_Text
Sets the header text for the Decline to Sign warning dialog box.
Default Value: Caution
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.
83
84
#
3
Data Name
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, by using the DocuSign_DeclineReasons line the text
box can be changed to a drop-down list box.
1
2
4
3
#
Data Name
DocuSign_DeclineAllow
1
DocuSign_DeclineTitle
2
DocuSign_DeclineDesc
3
DocuSign_Decline
Sets if the Decline to Sign option is shown or hidden (show = true).
Default Value: true
Sets the header text for the Decline to Sign dialog box.
Default Value: Decline to Sign
Sets the description text for the Decline to Sign dialog box.
Default Value: Please provide a reason for declining:
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
#
4
Data Name
DocuSign_DeclineReasons
85
Changes the Decline to Sign reason text box to a drop-down list box and sets
the options available in the list.
To use a drop-down 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.
An example of using this option is provided below:
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)
Decline to Sign (Complete)
These lines set the text used in the Completed Decline to Sign dialog box.
1
2
3
#
1
Data Name
DocuSignComplete_DeclineTitle
2
DocuSignComplete_Decline
3
DocuSignComplete_ExitButton
Sets the header text for the Completed Decline to Sign dialog box.
Default Value: Your Envelope has been Declined
Sets the description text for the Completed Decline to Sign dialog box.
Default Value: You have successfully declined the envelope.
Sets the text for the DocuSign Exit button. This button is also used in other
dialog boxes.
Default Value: Exit
86
87
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
3
2
#
1
Data Name
DocuSign_Payment
2
DocuSign_PaymentAmountDue
3
DocuSign_PaymentNameOnCard
Sets the header text for the Payment Processing dialog boxes.
Default Value: Payment
Sets the text associated with the payment amount.
Default Value: Amount due:
Sets the text used with the Name on Card field.
Default Value: Name on Card
88
Payment Authorized
These lines set the text associated with the Payment Authorized dialog box.
1
2
3
#
1
Data Name
DocuSign_Payment
2
DocuSign_PaymentAuthorized
3
DocuSign_PaymentCancel
-
DocuSign_PaymentAmountInvalid
Sets the header text for the Payment Processing dialog boxes.
Default Value: Payment
Sets the text for the payment authorized dialog box.
Default Value: Payment Authorized
Sets the text associated with the cancel payment link.
Default Value: Cancel Payment
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.
89
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
2
3
4
#
1
Data Name
2
SignOnPaper_ChooseAReturnType
3
DocuSign_SignOnPaperUploadChoice
4
DocuSign_SignOnPaperFaxChoice
Sets the header text for Print and Sign dialog box.
Sets the description text for Print and Sign.
Default Value: How would you like to return your signed document?
Sets the description text associated with the upload documents option.
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.
90
1
2
3
4
#
1
Data Name
2
SignOnPaper_DownloadDocument
3
SignOnPaper_UploadDownloadInstruction
4
SignOnPaper_ReturnDocument
Sets the additional text for Print and Sign dialog box header.
Default Value: Download Document
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.
Sets the text for the RETURN DOCUMENT button and the additional header
text for uploading documents. .
Default Value: Return Document
91
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.
1
2
3
#
1
Data Name
2
SignOnPaper_ReturnDocument
3
DocuSign_UploadAFile
Sets the additional header text for uploading documents and the RETURN
DOCUMENT button text.
Default Value: Return Document
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
92
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.
1
2
3
4
#
1
Data Name
2
SignOnPaper_SendByFax
3
SignOnPaper_FaxDownloadInstruction
Sets the additional header text for send by fax.
Default Value: Return by Fax
Sets the text associated with the send by fax instructions.
Default Value: Download the document. Use the provided fax cover sheet to
return the document by fax.
93
#
4
Data Name
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.
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
2
3
4
#
1
Data Name
SignOnPaper_WaitingForYourFax
2
DocuSign_SignOnPaper_
FaxWaitingInstructions
3
SignOnPaper_FaxHelp
4
DocuSign_SignOnPaperCancelFax
Sets the header text for Waiting for your fax dialog box.
Default Value: Waiting for Your Fax
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.
[[[DocuSign_SignOnPaperCancelFax]]] to sign online.
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.
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.
#
Data Name
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
94
#
Data Name
DocuSign_SignOnPaperUploadConvertError
DocuSign_SignOnPaperUploadReadError
DocuSign_SignOnPaperUploadSizeError
95
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
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.
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.
#
Data Name
FaxCover_EnableAustraliaNumber
FaxCover_EnableIndiaNumber
FaxCover_EnableLondonNumber
FaxCover_EnableSignaporeNumber
Sets if the fax number for Australia is shown or hidden on the cover sheet
(true = show).
Default Value: true
Sets if the fax number for India is shown or hidden on the cover sheet (true =
show).
Default Value: true
Sets if the fax number for London is shown or hidden on the cover sheet
(true = show).
Default Value: true
Sets if the fax number for Singapore is shown or hidden on the cover sheet
(true = show).
Default Value: true
#
Data Name
FaxCover_EnableUSNumber
FaxCover_InstructDesc
FaxCover_InstructOne
FaxCover_InstructTwoHeadline
FaxCover_FaxNumbersAustralia
FaxCover_FaxNumbersIndia
FaxCover_FaxNumbersLondon
FaxCover_FaxNumbersSingapore
FaxCover_FaxNumbersUS
FaxCover_From
FaxCover_EnvelopeSubject
96
Sets if the fax number for the United States and Canada is shown or hidden
on the cover sheet (true = show).
Default Value: true
Sets the heading for the fax cover page instructions.
Default Value: Cover Page for Faxing Documents to your DocuSign
Envelope
Sets the instruction text for the fax cover page step 1.
Default Value: 1. Write the number of pages on the line below.
Default Value: 2. Fax the document and cover page to the appropriate
number below:
Sets the text associated with the Australia fax number (the number is set in
the DocuSign system and cannot be changed).
Default Value: Australia:
Sets the text associated with the India fax number (the number is set in the
DocuSign system and cannot be changed).
Default Value: India:
Sets the text associated with the London fax number (the number is set in
Default Value: London:
Sets the text associated with the Singapore fax number (the number is set in
Default Value: Singapore:
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:
Sets the text associated with the ‘From’ line.
Default Value: From:
Sets the text associated with the ‘Envelope Subject’ line.
Default Value: Envelope Subject:
#
Data Name
FaxCover_AttachmentDesc
FaxCover_EnvelopeId
FaxCover_SenderAccount
FaxCover_NumberPages
FaxCover_IncludeNote
FaxCover_Support
FaxCover_NoteHeader
FaxCover_NoteOne
FaxCover_NoteTwo
Sets the text associated with the ‘Attachments’ line.
Default Value: Attachments to Fax:
Sets the text associated with the ‘Envelope ID’ line.
Default Value: Envelope ID:
Sets the text associated with the ‘Sender Account Name’ line.
Default Value: Sender Account Name:
Sets the text associated with the ‘Number of Pages’ line.
Default Value: Number of Pages:
Sets the additional text associated with the ‘Number of Pages’ line.
Default Value: (Including cover page)
Sets the text for contacting support.
Default Value: DocuSign Customer Support: [email protected] |
1.866.219.4318
Sets the text associated with the ‘Notes’ section.
Default Value: Note:
Sets the text for the first note.
Default Value: Fax transmissions take approximately one minute per page
faxed.
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.
#
Data Name
CCFaxCover_FaxCoverPage
CCFaxCover_Instructions
Sets the heading for the fax cover page.
Default Value: FAX COVER PAGE
Default Value: Instructions
97
#
Data Name
CCFaxCover_InstructOne
CCFaxCover_FaxNumber
CCFaxCover_To
CCFaxCover_From
CCFaxCover_EnvelopeSubject
CCFaxCover_EnvelopeId
CCFaxCover_Pages
CCFaxCover_IncludingCoverPage
Default Value: 1. You are receiving the following document(s) as a Carbon
Copy recipient.
Sets the text associated with the ‘Fax’ line.
Default Value: Fax#:
Sets the text associated with the ‘To’ line.
Default Value: To:
Sets the text associated with the ‘Pages’ line.
Default Value: Pages:
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.
#
Data Name
FOFaxCover_FaxCoverPage
FOFaxCover_Instructions
FOFaxCover_CarbonCopyInstructions
FOFaxCover_InstructOne
Sets the heading for the fax cover page.
Default Value: FAX COVER PAGE
Default Value: Instructions
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.
Sets the instruction text for step 1 for the signers.
Default Value: 1. Review and complete the following document(s)
98
#
Data Name
FOFaxCover_InstructTwo
FOFaxCover_InstructThree
FOFaxCover_CustomerMisc
FOFaxCover_FaxNumber
FOFaxCover_To
FOFaxCover_From
FOFaxCover_EnvelopeSubject
FOFaxCover_EnvelopeId
FOFaxCover_Pages
FOFaxCover_IncludingCoverPage
Default Value: 2. Write the number of the pages (including cover page)
here:____________
Default Value: 3. Fax the document(s) and this fax cover page to the
appropriate number above:
Sets additional text.
Default Value:
Sets the text associated with the ‘Fax’ line.
Default Value: Fax#:
Sets the text associated with the ‘To’ line.
Default Value: To:
Sets the text associated with the ‘Pages’ line.
Default Value: Pages:
Sets the additional text associated with the ‘Pages’ line.
99
100
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
1
B
2
3
4
5
#
A
Data Name
DocuSignComplete_AllowDownload
Sets if download from signing complete 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
Data Name
DocuSignComplete_AllowPrint
B
DocuSign_SigningAllowPrint_tablet
1
SaveACopy_HasAccount_Header
2
DocuSignComplete_ViewTitle
3
SaveACopy_Login_Button
4
SaveACopy_NoThanks
5
SaveACopy_Social_Login_Header
Sets if print from signing complete is shown or hidden (true = show).
Default Value: true
Sets if the print button is shown or hidden (true = show) for tablets.
Default Value: true
Sets the header text for signing complete dialog box for recipients with
DocuSign accounts.
Default Value: Log in to DocuSign
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.
Sets the text shown in the account log in button.
Default Value: Log in
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
Sets the text for alternate log in information.
Default Value: Or log in using:
101
102
Signing Complete – Signer with DocuSign Account that is already logged on to their account
1
2
3
4
5
6
7
8
9
#
1
Data Name
DocuSign_SignNextTitle
2
DocuSign_SignNextFinishLaterTitle
3
DocuSign_SignNextPleaseDocuSign
4
DocuSign_SignNextFrom
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?
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?
Sets the text for introducing the email subject for the next document to sign.
Default Value: Please DocuSign
Sets the text for introducing the sender’s name for the next document to
sign.
Default Value: From
#
5
Data Name
DocuSign_SignNextExpiresOn
6
DocuSign_SignNextSentOn
7
DocuSign_SignNextMessage
8
DocuSign_SignNextSign
9
DocuSign_SignNextNoThanks
Sets the text for introducing the expiration date for the next document to
sign.
Default Value: Expires On
Sets the text for introducing when the next document to sign was sent.
Default Value: Sent On
Sets the text for introducing the message to all recipients for the next
document to sign.
Default Value: Message
Sets the text for the button used to sign the next document.
Default Value: Sign
Sets the text for the button to return to the web application.
103
104
Signing Complete – Signer without a DocuSign Account
A
B
1
2
7
8
9
10
11
3
12
4
5
6
#
A
Data Name
DocuSignComplete_AllowDownload
B
DocuSignComplete_AllowPrint
1
DocuSignComplete_YoureDoneSigning
Sets if download from signing complete is shown or hidden (true = show).
Default Value: true
Sets if print from signing complete is shown or hidden (true = show).
Default Value: true
Sets the header text for signing complete dialog box for recipients that do not
have a DocuSign account.
Default Value: You're Done Signing!
#
2
3
4
5
6
7
8
9
10
11
12
Data Name
SaveACopy_Subtitle
105
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.
DocuSignComplete_TermsAndConditionsPrefix Sets the sign up description text.
Default Value: By selecting SIGN UP, you agree to DocuSign
DocuSignComplete_TermsAndConditionsLink
Sets the text for the DocuSign Terms of Use link.
Default Value: Terms of Use
SaveACopy_Signup_Button
Sets the text shown in the account log in button.
Default Value: Sign Up
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.
SaveACopy_NoAccount_Copy_1_Icon
Sets the icon associated with the copy 1 text.
Default Value: /imgs/sign.png
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!
106
Signing Complete – Signer without a DocuSign Account and cannot create Account
#
1
Data Name
DocuSignComplete_YoureDoneSigning
2
SaveACopy_Signing_Complete_Subheader
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
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.
107
Print to FedEx Office Option
A
#
A
Data Name
DocuSign_EnablePrintToFedEx
1
DocuSgin_Print
Sets if the Print to FedEx Office option for printing from signing complete is
shown or hidden (true = show).
Default Value: true
Sets the text for the print option.
Default Value: Print
Download Document Option
1
2
#
1
Data Name
DocuSign_DownloadCombinedLabel
2
DocuSign_DownloadArchiveLabel
Sets the header text for downloading documents as a combined PDF file.
Default Value: Combined Document
Sets the header text for downloading documents as a zip file with
separate PDFs.
Default Value: Archive of all Documents
108
PowerForms
These lines set the information shown for PowerForms.
1
2
3&4
3&5
3&6
7
4
5
6
8
9
1
Data Name
PowerForm_DialogTitle
Sets the header text for the PowerForms Signer dialog box.
Default Value: PowerForm Signer Information
109
2
Data Name
PowerForm_EnterNameAndEmail
3
PowerForm_YourSpace
4
PowerForm_Role
5
PowerForm_Name
6
PowerForm_Email
7
PowerForm_ProvideSignerInformation
8
PowerForm_BeginSigning
9
PowerForm_Instructions
Sets the message for the signer to enter their information.
Default Value: Please enter your name and email
to begin the signing process.
Sets the text appended to the field titles. This needs to have a
trailing space to prevent the text from running together.
Default Value: Your
Sets the title text for the role field.
Default Value: Role:
Sets the title text for the name field.
Default Value: Name:
Sets the title text for the email field.
Default Value: Email:
Sets the message for the signer to enter other signer information.
Default Value: Please provide information for any other
signers needed for this document.
Sets the text for the ‘Begin Signing’ button.
Default Value: Begin Signing
Sets the text for the footer 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.
PowerForms Warning and Error Messages
These lines set the message test associated with PowerForms error messages.
Data Name
PowerForm_DocumentSuspended
PowerForm_EmailOrNameNotComplete
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.
Sets the message text if email or name information is not filled out.
Default Value: Email or name is not complete.
110
Data Name
PowerForm_InvalidSenderID
PowerForm_InvalidTemplate
PowerForm_InvalidTemplateID
PowerForm_InvalidUser
PowerForm_NoAccountPermission
PowerForm_NoLongerSigned
PowerForm_RoutingOrderNotComplete
PowerForm_SignedAfterError
PowerForm_SigningProcessError
PowerForm_UnableToLoad
sender.
Default Value: Unable to load PowerForm, invalid sender ID.
template.
Default Value: Unable to load PowerForm, invalid template.
template ID.
Default Value: Unable to load PowerForm, invalid template ID.
user or account.
Default Value: Unable to load PowerForm, invalid user or account.
Sets the message text if the account cannot use direct
PowerForms.
Default Value: Account does not have permission to run direct
PowerForms.
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.
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}.
signing.
Default Value: This document may be signed only after {0}. Please
contact whoever provided you with this document for further details.
Sets the message text if there is a PowerForm signing process
error.
Default Value: Unable to load PowerForm signing process. Error:
Sets the message text if there is an error loading the PowerForm.
Default Value: Unable to load PowerForm.
111
Data Name
PowerForm_UnableToLoadRecipInfo
PowerForm_UnableToLoadSendingAcct
PowerForm_UnableToLocate
PowerForm_UnableToRetrieve
PowerForm_UnableToRetrieveRecipient
PowerForm_UnableToStartInSession
Sets the message text if there is an error loading recipient
information.
Default Value: Unable to load recipient information.
Sets the message text if there is an error loading the sending
account.
Default Value: Unable to load sending account.
Sets the message text if there is an error locating the PowerForm.
Default Value: Unable to locate PowerForm.
Sets the message text if there is an error retrieving the PowerForm.
Default Value: Unable to retrieve PowerForm.
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.
Sets the message text if there is an error starting a signing session.
Default Value: Unable to start in-session signing
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
2
3
#
1
Data Name
SessionTimeout_PageTitle
2
SessionTimeout_Subheader
3
SessionTimeout_NewMessage
Header text for session ended page.
Default Value: Your session has timed out.
Sets the sub-header text for session ended page.
Default Value: To return to your session:
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.
112
#
3
113
Data Name
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
2
3
4
5
6
#
1
Data Name
EnvelopeIsVoid_EnvelopeUnavailable
2
EnvelopeIsVoid_EnvelopeNoAccess
3
EnvelopeIsVoid_ForMoreInfo
Header text for envelope unavailable page.
Default Value: Envelope Unavailable
Text message for the envelope unavailable page.
Default Value: The envelope you are attempting to access has been [[Status]]
by [[Person]] at [[Time]]
More information text for envelope unavailable page.
Default Value: For more information, please contact the sender:
#
4
5
6
Data Name
ActivateFailed_SenderAddressInfo
114
The contact information for the sender.
Default Value:
[[Email]]
[[CompanyName]]
[[AddressLine1]]
[[AddressLine2]]
[[City]], [[State]] [[Zip]]
[[Phone]]
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
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
Failed Authentication
These lines set the text shown when a recipient fails authentication.
1
2
3
4
5
#
1
2
2
2
Data Name
ActivateFailed_HeaderTextSigning
Header text for Signing your Documents page.
Default Value: Signing your Documents
ActivateFailed_MessageFailedAccessCode
Text message for Access Code authentication failure.
Default Value: You entered the wrong access code so you cannot access
these documents.
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.
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.
115
#
3
Data Name
ActivateFailed_MessageMoreInfo1
4
ActivateFailed_SenderAddressInfo
5
ActivateFailed_MessageSorryEmailSent
Text for more information.
Default Value: For more information or help in gaining access to this
document please contact the sender:
[[UserName]]
The contact information for the sender.
Default Value:
[[Email]]
[[CompanyName]]
[[AddressLine1]]
[[AddressLine2]]
[[City]], [[State]] [[Zip]]
[[Phone]]
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.
1
2
116
#
1
Data Name
DocuSign_LinkWarningHeader
2
DocuSign_LinkWarning
Header text for the External Link Warning dialog.
Default Value: External Link Warning
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]]].
117
118
For More Information
For more information about additional DocuSign features, go to the DocuSign Support Center.
119
Copyright, Trademark and Patent Information
Copyright ©2003-2016 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.
Version: October 10, 2016
Summary of changes for this version:

Added DocuSign_SuppressStartDialog node, which sets if the Welcome – Introduction header
is shown or hidden.

Added DocuSignGeneral_SupportUrl node, which sets the default DocuSign link associated
with error messages and other administrative tasks.
If you have any comments or feedback on our documentation, please send them to us at: [email protected]
and included Signing Resource File in the email subject.

DocuSign Branding Signing Resource File v1.1 information

Transcription

Similar documents

Associated Bank Delights Customers with DocuSign, Achieves

LENDER LAB - LenderSelect Mortgage Group

TouchSign™

FY 2015 Northpoint Contract

Pre-race Infomation - Mud Sweat and Gears