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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, ChatG...

Forum|Forum|16 days ago

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Recently active questions & ideas
New insights & updates

J

JimOUSALNew Voice

CLM

Document Viewer: Configurable default zoom level (tenant or user preference)

Documents always open at 100% zoom. For our use case 100% is too large and users resize on every open. Request: ability to set a default zoom level — either as a tenant-wide setting or a user-persistable preference — so the viewer opens at the user’s

MaferNewcomer

Protocolo de ofício judicial

Bom dia. Preciso protocolar na DOCUSIGN o ofício judicial que segue anexo. Como devo proceder?

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M

2 hours ago

mshealyEstablished Contributor

CLM

export to excel

how can i get an excel spreadsheet exported from esig to a directory in CLM? I only see 3 options for export in esig under rules. If not is there a way to dump it to a CLM workflow and then put it into CLM?

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5 hours ago

R

Radha GhantkerNewcomer

CLM

Is there a way to disable or batch email notifications for CLM comments and tags?

Hello everyone,We are facing an issue where users are receiving too many email notifications during document reviews in DocuSign CLM.The system sends a separate email every single time a user is tagged in a comment, when someone replies to a comment,

pfmvlNewcomer

Hi, When using an envelope, whether it’s creating a new one or editing an exiting template, I no longer have the Send button which is usually located on the bottom right.I have checked permissions which is correct, tried Incognito and nothing seems t

TERENANew Voice

DocuSign Connector - Test Connection Failed

Hi,I’m new to using Docusign connector in one of my flows in Power Automate. I cannot create the connection, it says Connection Test Failed. Please review your configuration and try again., but through the Portal I can login our account. Is anyone ha

legalcontractsActive Voice

Docusign IAM Core

Agreement Desk Search Functionality

Is there a way to search/filter Requests by a certain status, i.e., we have a status for attorney review for each of our attorneys. This status is used when a request is assigned to them for their review. Once their review is complete, the status is

IoanaCNew Voice

Using conditional recipients with document templates

Hi! I’m trying to build an envelope template tied to a document template that shows certain ‘Spouse’ fields if the recipient has a spouse. Here’s what I’ve done so far:I created a document template with conditional fields to check for a spouse based

Suba123New Voice

Is DocuSign converts the attachment to PDF format?

When a document is sent to a user through DocuSign and the user uploads a driving license as an attachment, the driving license can be uploaded in different file formats (such as JPG, PNG, or PDF). However, after it is uploaded to the envelope, DocuS

EfeDevNewcomer

Enable Docusign Click on Developer Sandbox Account

I need Docusign Click enabled on my developer sandbox account to test a clickwrap + eSignature workflow.Account Name: *information removed due to PII* Account #: *information removed due to PII* API Account ID: *information removed due to PII*The waf

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L

2 days ago

Matthew.FarlerDocusign Employee

Tips from Docusign

How to Edit Web Form eSignature Template Copies and Map Fields

After creating a Web Form that uses an eSignature Template, you may find yourself a bit perplexed about how to edit the template over time and map new fields to your existing Web Form. Allow us to clear things up!When you create Web Forms in Docusig

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A

10 days 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

790

16 days ago

C

C.AlemanDocusign Employee

Tips from Docusign

How to Collaborate on Documents with Comments with Docusign CLM

Feel like you have countless email threads and slack/MS Teams conversations related to an agreement? Well, you can consolidate all your questions, feedback, and conversations related to a document using CLM comments.With CLM Comments you can:Tag Othe

Markus.DuesterhoeftDocusign Employee

Tips from Docusign

How to Deploy Multi-Step Agreements with Workspace Templates

If your team spends too much time manually building out collaborative project hubs from scratch for every recurring transaction, you are not alone. Manually creating a new workspace, adding individual upload requests, and assembling the exact same en

Docusign CommunityDocusign Employee

Community Announcements

Docusign Product Names Update | May 2026

Hello all — Beginning May 21, 2026, Docusign is updating some product names to make them clearer and more consistent across your experience.These updates will be reflected in places like the Docusign product experience, Help Center, website, and the

leah.breenLeah Breen

What’s new for developers at Momentum ’26

At Momentum ’26, Docusign introduced several new capabilities for developers building on IAM. These releases are designed to help teams connect agreement data, agentic workflows, AI tools, and integration management in a more scalable way.Here’s a qu

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1 month ago

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Docusign CommunityDocusign Employee

What's new at Docusign

What’s new from Docusign Momentum ’26

If you’re catching up on what Docusign announced at Momentum ’26, this is a good place to start. The latest updates focus on helping teams act on agreements with AI-powered assistance, agents, integrations, and expanded IAM capabilities across more p

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1 month ago

Vinicius.RodriguesDocusign Employee

Tips from Docusign

Docusign Trainer Tips: How to Use Docusign Retrieve to bulk download envelopes

Does your team spend too much time manually downloading completed envelopes one by one to save on a local server or backup system? As agreement volumes grow, manually downloading PDFs and copying form data becomes incredibly time-consuming, while inc

1410

1 month ago

amy.baxterDocusign Employee

Tips from Docusign

What’s New at DSU: Level Up Your Skills in Q2

New Quarter, New Skills! We are kicking off Q2 with a fresh lineup of resources designed to help you command your agreement processes with total confidence. Whether you are streamlining your legal workflows or onboarding a new team, Docusign Univers

1460

1 month ago

Matthew.FarlerDocusign Employee

Tips from Docusign

How to Create Custom Extraction Fields

Is Docusign’s AI engine, Iris, not collecting all of the valuable information you need from your agreements? Are the attributes that come out of the box with Docusign not enough to capture some of the unique details of your agreements that you would

1100

1 month ago