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CharlieSVNewcomer

asked in Community Lounge

How can merge a trial account and organization account because the email is the same

I have 2 accounts with the same email organization... When I log in... the app open the trial account and I can't access to the organization account.How can i do to solve this problem??

4 hours ago

ssiegelNewcomer

asked in APIs and SDKs

Docusign (PHP SDK) Envelope Creation: RECIPIENTS_NOT_PROVIDED

I'm attempting to create a Docusign envelope from a template using the PHP sdk e-sign client:$apiClient = new ApiClient($config);// Create an Envelope from a template$templateId = env('TEMPLATE_ID');$accountId = env('API_ACCOUNT_ID');$envelopeApi = new EnvelopesApi($apiClient);$templateRole = new TemplateRole([ 'email' => 'john@example.com', // recipient's email 'name' => 'John Doe', // recipient's name 'roleName' => 'User', // The role name as defined in the template]);$envelopeDefinition = new EnvelopeDefinition([ 'status' => 'sent', 'templateId' => $templateId, 'templateRoles' => [$templateRole]]);$envelopeSummary = $envelopeApi->createEnvelope($accountId, $envelopeDefinition);Produces: Error while requesting server, received a non successful HTTP code [400] with response: RECIPIENTS_NOT_PROVIDED - No recipients were found in the requestFrom the logs I can see this uses the endpoint POST /restapi/v2.1/accounts/{accountId}/envelopes

4 hours ago

DileepNewcomer

asked in Signing

ANCHOR_TAB_STRING_NOT_FOUND

Hi,I am getting below error “ANCHOR_TAB_STRING_NOT_FOUND” (The specified Anchor Tab string was not found in the document. Anchor Tab String "\SignHere58105\" not found. Anchor Tab String "\SignHere58110\" not found.) Although I can see these strings on the document.

8 hours ago

Nazar akramiNewcomer

asked in Community Lounge

It seems impossible to get in touch with support!

Is there any way to get in touch with the support team?I have just discovered that I have been subscribed to a service without my knowledge or consent. I only intended to use the service to sign a single document, but it appears that I have been charged for months without realizing it. I believe it would be fair to receive a refund for the charges that I was not aware of.

9 hours ago

MaddeNewcomer

asked in Sending

mshealyNewcomer

asked in Configuration

docusign university profile

I went to my profile and can see all of my completed and scheduled trainings. I need to be able to download this to an excel spreadsheet to report to my supervisor.i put in a case 13486639 and Jeremi said that this option is not available for now.Can this be added soon please?Thanks

2 days ago

YatharthSejpal

asked in Branding

Query regarding Custom Branding Email For?

Hello, I need support with the Branding template for Docu-sign.For context, I am trying to send out a bunch of letter on behalf of someone else and therefore when sending out these letters I would like to hide my name and email address from the Branding of docusign. I am aware tht this can be done by editing the XLM code, but I am not that technically well verse to figure it out myself. Can someone please provide me a beeter idea on what code shuld be edited to either reomve my name and email or edit to to someone else’s. Thank you.

2 days ago

Anne MNewcomer

asked in Sending

Issue with Document Visibility

I had an issue with Document Visibility this week and I hope someone may have an answer. We use Docusign to have contract packages reviewed, approved and signed. I sent an envelope in Docusign that included a contract, cover page and various supporting documents. I set up the recipients that included three approvers. The first approver contacted me and advised that while he would approve, he could not see the contract. He could see all the other documents. I opened the envelope and reviewed Document Visibility for him. All documents were checked except for the contract. I had not unchecked this document when setting up the envelope.I did some troubleshooting for the issue. Under Settings, I went to Contacts and saw that there were two entrees for this person. The entries had slightly different names (one version included a middle initial and the other did not) with the same email address. I deleted the version with the middle initial. I then did a test of creating a new env

2 days ago

Teri.MaierNewcomer

asked in Templates

Notifications for PowerForms

I have created a PowerForm to be used by our Human Resources department. There are two people in the HR department who should receive notifications when a form has been completed. I made one of them the sender. For the other, I added them as a CC on the template (see Template Screen Shot attachment). But, when I tested the form, I found that the name and email address i had added for the CC recipient are visible on the landing page of the PowerForm and can be edited by the 1st recipient (see PowerForm Signer View attachment). I don’t want the signer to be able to change this or even see it. Is there a better way to ensure that the HR rep gets a copy of the completed form? Surely, this cannot be a unique issue - it seems to me to be a fairly basic need.

2 days ago

WesselNewcomer

asked in Sending

How do I make a team member mandatory as a recipient in each Envelope?

Hi all, In our sales team, we’re using Docusign to send out quotes. Since we need to countersign each quote by our CCO, I want to make him a mandatory recipient. Without the need to do this every single time. How can I set that up in Docusign?Thanks

2 days ago

SGormanNewcomer

asked in Templates

On the go

Is it possible to have a template that you can fill in blanks like name and scope on the app to send to customers while out in the field?

2 days ago

sylvain.cazaletNewcomer

asked in Templates

Add a fixed value

Hello,I’m going to send a mailing to 2500 customers.For this, I’m going to import an excel file, with the number of the customer, his name, and his mail.The customer will have to fill some fields, and his answers will arrive in an excel on one drive.For this : OK.But… I would like, on each formular, to have a field with the corresponding customer’s number, imported from the adress file.I know how to add an empty field for text, numbers, … but is it possible to have a prefilled field like this, with informations from an excel file ?

2 days ago

John TapfumaNewcomer

asked in Configuration

Subscription error

Greetings. My ID is **** My sub per year is $300.00 but I have seen that you have deducted $3075.97. This is not acceptable for such a small company. Please review this payment and refund the overcharge.

2 days ago

Iorgo2Newcomer

asked in Signing

Can not sign

I am trying to do what I always do the last years... Received on my email a word doc which I want to open directly through DocuSign...sign it and share it through WhatsApp...HAVE DONE THAT HUNDREDS of time literally.Only that last time it says no more envelopes left or something like that.I just want to sign nothing else and as far as I know signing is free...would appreciate any help from anyone.

2 days ago

aamirnawazInsightCoENewcomer

asked in Microsoft

Completed Document not found in SharePoint

I have configured “Save completed documents to SharePoint” option in the Settings under DocuSignAdmin.But i cant find any of the signed documents anywhere in the SharePoint post completion.

2 days ago

CEWNewcomer

asked in Sending

End User Training Videos

Is there any way to download user training videos to host on my company’s training server?

2 days ago

ChelleSNewcomer

asked in Sending

Email Notifications

When I send an envelope all recipients (signer and copy received) receive an email notification; however I’ve noticed that when I correct an envelope and resend only the signer is receiving the email notification and not those that are copied. How do I change it so all recipients receive the email notification when an envelope is resent? Thank you.

2 days ago

anmol.sharmaNew Voice

asked in Configuration

Is there a way to showcase or "Group" which attachments were uploaded to a particular attachment field?

Hey Everyone, We have a unique use case where there are multiple attachment fields on a template as they are conditional and only required based off of certain text and/or values entered.That having been said, is there a way to “group” attachments if 1) Multiple attachments are allowed within an attachment field and 2) to showcase which attachments were part of attachment field 1 vs attachment field 2?

2 days ago

srleeNew Voice

asked in Configuration

Error message running retrieve in demo environment

Any idea what the following message is trying to tell me after running a Retrieve script?“Error calling ListStatusChanges: {errorCode”:”USER DOES NOT BELONG TO SPECIFIED ACCOUNT”,”message”:”The specified User is not a member of the specified Account.”}I am the administrator, I own the template I used to process the envelope that I’m trying to report on, and I created the Retrieve script. I’m at a loss. Thank you. Susan

2 days ago

ORourkeObserver

asked in Troubleshooting

Major Account Executive

I can not get this DocuSign to let me sign in and send docs. AND It won’t accept my pet’s name. How do i get in……...917.960.0788

2 days ago

sfernandezNewcomer

asked in Templates

PowerForm Envelope Expiration

Are PowerForm envelopes set to expire after one day? When I look at our expiration set up, it shows 120 days but under the PowerForm Advanced Options the expiration says “By default, envelopes expire after 1 day. Recipients can no longer view or sign on envelopes after it expires”. Because of this, the PowerForm voids the envelope when it expires and then I can’t do anything because it’s voided. The Advance Options state that the DocuSign Admin can change this setting but I’m an admin and can’t. Thank you.

2 days ago

soleneNewcomer

asked in Signing

not able to sign " we can't find your certificates"

when I have signed and click on “continue” I have this message appearing: “We can't find your certificates We are unable ta find any certificates connected ta your device. Check that your certificates are available, and then Try Again” can you please help?

2 days ago

YKayNewcomer

asked in Salesforce

Error: At least one document is required

Hi,I am using DocuSign Apps Launcher version 6.4 in Salesforce and CPQ. I have configured the app and users as per the document. In the add document configuration, I have selected “Attach Documents from Salesforce record”. I am selecting a record with files and click the “Send DocuSign” button. I get an error “At least one document is required”. What am I missing?

2 days ago

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