The smartest way to navigate agreements

asked in DocGen for eSignature

3 hours ago

E

etemkin1New Voice

What is the correct syntax to sort a TableRow by two fields in DocuSign Gen?

I am trying to sort my OpportunityLineItems by two fields in a word template for Gen.I wanted to sort by Recurring_Product__c and then by UnitPrice. No matter what I try i keep getting errors. This is my current tag: <# <TableRow Select="./Oppo

592

E

6 hours ago

M

MiKiNew Voice

asked in Docusign Admin

How can we handle customer-initiated documents and our response documents within a single DocuSign envelope?

Hi,We are currently reviewing how we can expand our use of DocuSign within our company.At present, we primarily use DocuSign for bilateral documents such as contracts, where both parties participate in the signing process.We are now considering expan

202

M

13 hours ago

D

DavideNewcomer

asked in eSignature API

Cannot Acces Support Chat - Developer Account

I am trying to get in touch with Docusign Support to troubleshoot envelope deliverability issues. I have tried to start a chat as instructed on the Support page [https://support.docusign.com/s/contactSupport?language=en_US], but the “chat with us” bu

242

klrichNewcomer

The new DocuSign Format is HORRIBLE!

I don’t know who’s brilliant idea was to mash all the categories together so we no longer had separation of completed, in progress, deleted and void. I have a high volume of documents going out everyday, it makes it frustrating and confusing as to w

201

L

22 hours ago

S

srleeActive Voice

asked in General Discussion

RegEx vs Date Time on "Signature Date"

I have one small set of users who (after 10 years of using DocuSign) wants to use the time stamp with date signed field. All of our other 1.2k users have been using DocuSign and have built templates off of the space allowed for date only (Jan-20-202

111

SSO Option Does Not Appear

1 day ago

F

fas2026Newcomer

asked in Docusign Admin

For most accounts that I setup I have the option to pick SSO from security….but for some reason...some random accounts...I only get the ability to setup the access code….I am not sure what makes this pop up or how to change it where the SSO option po

153

F

1 day ago

Not able to insert Recipient Status via Salesforce Connect (DocuSign App Launcher)

Jai_KhandelwalNewcomer

asked in eSignature

Hi, We are currently migrating to DocuSign App Launcher. While the old object is working fine with Salesforce Connect, the new objects fail to insert. I’m trying to create Envelope Status object in Salesforce followed by a Recipient Status when a Use

121

C.AlemanDocusign Employee

How to Create a Custom Action Menu in Docusign CLM

If your users waste time searching for repetitive tasks or navigating through complex menus to perform routine document actions, you are not alone.Custom action menus in Docusign CLM streamline everyday administrative tasks, allowing teams to launch

190

C

11 days ago

Erik.EngelstadDocusign Employee

Manage Duplicate Documents in Agreement Manager

When organizations bring agreements together from multiple sources—such as shared drives, legacy systems, or existing repositories—duplicate documents can quickly create confusion. Duplicate records can affect reporting, search results, and confidenc

370

19 days ago

Matteo.KotchDocusign Alumni

Hire in India with confidence through Docusign & eMudhraNews

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!

3592

21 days ago

Josh.DiDocusign Employee

How to Use Allow to Edit to Delegate Envelope Corrections in eSignature

A frequent challenge in eSignature workflows is when a sender needs a subject matter expert or colleague to review and make critical updates to a document before it reaches the end signers. If your team spends too much time managing last-minute docum

470

23 days ago

G

Gaurav.RajoriaDocusign Employee

Docusign MCP is coming soon to GA!News

GA officially launches on September 30! We’re excited to announce that we’re opening our Model Context Protocol (MCP) Server to every AI agent. In the coming weeks the Docusign MCP server will become generally available. Agreement intelligence and go

2971

Brendyn.AlexanderDocusign Employee

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

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

89411

Matthew.FarlerDocusign Employee

Connect to Cloud Storage Using the Docusign App Center

Are you looking for a simple way to upload your Docusign agreements automatically into a cloud storage account? You don’t have to build a complicated integration. Using Docusign’s App Center, you can connect to a cloud storage account such as Google

3061

Vinicius.RodriguesDocusign Employee

Trainer Tip: Simplify your signing tasks with Docusign AI-Assisted Signing Features

Have you ever received a lengthy, complex contract and wished you could instantly understand the most critical clauses without having to read through dozens of pages? So… if I told you that artificial intelligence could summarize it for you, would yo

870

U

Urmila.KukrejaDocusign Employee

FAQ: What are the new Iris-powered AI capabilities in Docusign IAM?FAQ

Docusign is introducing new AI and agent capabilities powered by Iris in Intelligent Agreement Management (IAM).These capabilities help teams move from understanding agreements to taking action on them, whether that means asking questions, reviewing

1450

U

amy.baxterDocusign Employee