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Join a live training session: Get Started with Docusign AI Agents

Join our hands-on session to learn how to create, use, and manage Docusign AI Agents across the IAM platform, plus best practices for prompt writing a...

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Forum|Forum|1 day ago

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Recently active questions & ideas
New insights & updates

Sambro55Newcomer

General Discussion

New to the process

Hello everyone,I am a semi-retired Financial Adviser. I sold my practice five years ago and now work solely with my life and annuity clients. Some new business comes my way now and then, but mostly it’s customer service, helping people out who have b

annexusliNewcomer

Development Environment - Duplicate Checkbox Issue

In our development Docusign environment, we are seeing duplicate control fills - Duplicate tab fills in checkboxesWe do not see this in production Docusign and cannot trace this to code related or template related issues. Is anyone seeing this in th

odallas120Newcomer

My recipients didn't receive an email notification, they had to create an account to view the document. How do I fix that in the free trial version?

I sent out a document to my recipients using the free trial version, but they didn’t receive any notification via email. We all have used Docusign in the past (without an account) and had no issue receiving and viewing the document. Their emails are

mr1Respected Advisor

remove default quick view filters

Hi AllIs there a way to change or better, remove entirely, the default quick view filters? Everyday I open DocuSign and then have to “clear filters” because, yet again, DocuSign has provided defaults that are not helpful to me.thanks,mr1

ChristianSJNewcomer

On the "Home" page, I always get "Welcome to Docusign" and then "Make the most of your eSign account!".

I then have to wait for the script to finish the fancy animation and have to click “x” to close the not so helpful “next steps”. How can I turn this off? This is really annoying. Thanks a lot for your support!

FifthgearEnterprisesNewcomer

eSignature

Trial account support access failure and signer invitation not delivered

Summary: Trial account support access failure and signer invitation not deliveredAdditional details:I can access my DocuSign eSignature trial account normally, but Support Center authentication returns REGISTRATION_HANDLER_ERROR / NO_ACCOUNT. I also

Cecilia ChenNewcomer

Public integration Go-Live — Partner Program application form fails with Apex error

We have a public integration built and tested in the demo environment. Each user connects their own Docusign account via OAuth; envelopes are sent from and billed to the users' own accounts. We are not reselling or embedding Docusign.We cannot submit

Elmer YuanNewcomer

when I request the sdk meet WITNESS_NOT_ALLOWED_TO_ACCESS_THE_ENVELOPE error

Hi Team,When I request ‘await envelopesApi.GetDocumentAsyncWithHttpInfo(docuSignAccount.AccountId, envelopeId, documentId, options);’ this api, I meet {"errorCode":"WITNESS_NOT_ALLOWED_TO_ACCESS_THE_ENVELOPE","message":"You're not allowed to download

TomCSBNewcomer

Markup language in webforms

I am creating webforms, and the process is fine, even though there seem to be some field limitations. I would like to add some formatting using Markdown language, but none of the tags work. This seems like HTML and I am familiar with using that. I

Bruce CNew Voice

Vulnerability in docusign-esign-java

The Docusign-esign-java libary released a new version (6.7.0) last on 7/1/2026; however, it still uses a version of com.fasterxml.jackson.core (2.17.1) that has a vulnerability (CVE GHSA-72hv-8253-57qq). This vulnerability was fixed in version 2.18.

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1 day ago

Brendyn.AlexanderDocusign Employee

What's new at Docusign

Questions about installing and using Docusign MCP Server connectors in your AI agent? Ask us here.

I'm a product manager at Docusign and wanted to open a thread for questions and use-case advice on using Docusign in popular agents like Claude, ChatGPT, Gemini Enterprise, and Copilot Studio via connectors to our MCP Server (open beta).The Docusign

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1 day ago

amy.baxterDocusign Employee

Tips from Docusign

Maximize Your Q3 Learning Goals with DSU

We’re back with a fresh lineup of resources at Docusign University (DSU) to help you refine your agreement processes. Whether you are optimizing your workflows or mastering new skills, we have the tools to support your goals. Explore our latest train

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2 days ago

Matteo.KotchDocusign Alumni

What's new at Docusign

Hire in India with confidence through Docusign & eMudhra

If your organization hires, contracts, or operates in India, this update is for you. Starting 22 June 2026, we've deepened our integration with eMudhra to deliver a fully native sending and signing experience all within Docusign – no broken handoffs!

Markus.DuesterhoeftDocusign Employee

Tips from Docusign

How to View Document Headers and Footers in Agreement Template Builder

Do you use headers and footers in your Microsoft Word documents and wonder why they don't appear when creating eSignature templates in Agreement Template Builder (ATB) or expected to live edit them? By default, the builder hides them on the editing c

C.AlemanDocusign Employee

Tips from Docusign

How to Configure CLM Delegated Permissions

Managing user permissions in Docusign CLM can be challenging when non-admin team members need access to specific administrative capabilities without requiring full account control.Delegated permissions in Docusign CLM allow administrators to assign s

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11 days ago

Stephen.WhitakerDocusign Employee

Tips from Docusign

Trainer Tip: How to Create Document Custom Fields in eSignature

Has there ever been a time when you changed the formatting on a standard field, or created a drop-down field with a number of options and thought to yourself that you would want to use these fields on other envelopes or templates at any time? Docusig

9392

18 days ago

Glen.SteinhardtDocusign Employee

Tips from Docusign

Docusign Trainer Tips: Add an Upload Request in Workspaces

Many organizations have certain colleagues that are in charge of maintaining the documentation used to send to clients/vendors/customers and colleagues to ensure we are always sending the most up-to-date documents. We often need to build into our Wo

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24 days ago

Vinicius.RodriguesDocusign Employee

Tips from Docusign

Trainer Tip: How to use AutoPlace to save time when adding fields to your eSignature envelopes

Have you ever come across an envelope where you needed to add dozens (or even hundreds) of similar fields? For example, a 40-page document where each page needed an Initial Here field for each recipient? So… if I told you that you could automate this

10391

25 days ago

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Josh.DiDocusign Employee

Tips from Docusign

How to Use Custom Dashboards in eSignature to Track Agreement Data

If your team spends too much time digging through sent envelopes or compiling manual tracking spreadsheets to see your agreement statuses, you’re not alone.Here’s how to simplify that part of your eSignature workflow and build a streamlined view of y

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1 month ago

Matthew.FarlerDocusign Employee

Tips from Docusign

Create a Dynamic Document Template with Conditional Logic

Description:Every contract and agreement you generate is different, but how can you ensure that the right contract language is included? Did you know that you can create dynamic, adaptive document templates in Docusign IAM? And that you can build con

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1 month ago