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394

JmaierVTANewcomer

Admin Visibility into User's Signing DelegatesIdea Submitted

One of the most common asks that I get from Executive Secretaries and support staff is to configure a signing delegate on someone’s behalf. Oftentimes, this request comes while said user is out of the office, but a signature delegate has been set up via the business process owner via a delegation memo. We’ve increased our outreach in this regard to prevent this, but it would ultimately be very beneficial for admins to have visibility and control over signature delegates.

20 minutes ago

binnsbobNewcomer

Authentication

Want to create a certificate from the RSA Key Pair

I want to create a PKS/P12 certificate file from the RSA key pair for JWT. Have tried open SSL command openssl.exe pkcs12 -export -out docusign.pfx -inkey docusign.key -in docusign.crtWith the inputs as the Private and Public key contents, but getting ‘unable to load certificates’

24 minutes ago

JohnSimpNew Voice

CLM

How to create a Hyperlink in CLM Doc Gen document

Can anyone provide some example code for inserting a dynamic link into a Doc Gen? Specifically I have a field on my Doc Gen intake where a user enters a URL. That URL then should create a Hyperlink on the generated document. I’ve tried various combination per Docusigns support page but no luck. Here is what I’ve tried so far:<html><head></head><body><a href=”<# <Content Select=”//Link” Optional=”true”/> #>”>Link to Contract Summary</a></body></html><a href=”<# <Content Select="//Link" Optional="true"/> #>”>Link to Contract Summary</a>

111

27 minutes ago

Émilin Dreher de LimaNewcomer

Selection of authorship, review, or approval in the Part 11 ModuleIdea Submitted

During system validation testing of DocuSign, we observed that a single signer is able to select different roles within the same document. In other words, when the signer has more than one signature field in the document, they can choose to act as "author," "reviewer," and "approver" using the Part 11 Module. I suggest adjusting the module configuration so that once a role (authorship, review, or approval) has been selected, the same signer cannot select another role within the same document. Additionally, we opened a support ticket (16067933), and the feedback received indicated that this configuration is currently not possible. The recommendation was to submit an idea (improvement opportunity) through the platform.

38 minutes ago

mombossof8Newcomer

eSignature

Help with sent link expiring before it should.

We have been experiencing the DocuSign links we send to our customers expiring before they are set to. We have them set to expire 120 days after sending and remind every 7 days. However, for the past 2 weeks we have had customers call us only 4 days in to tell us their link has expired. We can “resend” it and it will successfully open it with saved information. But, this is becoming a bit of an issue. Thoughts? Please keep in mind we have been using DocuSign for over 4 years with no issues like this. We have not changed any settings.

43 minutes ago

claudia sallustioNew Voice

BASIC SORTING AND FILTERS FUNCTIONS FOR LARGE VOLUMN OF AGREEMENTS NEEDED URGENTLYIdea Submitted

BASIC SORTING AND FILTERS FUNCTIONS FOR LARGE VOLUMN OF AGREEMENTS NEEDED URGENTLY. I WOULD ALSO INCLUDE THE NEED FOR TAGS. REPORTING IS ALSO VERY LIMITED. I CANT SORT BY FOLDER WHICH IS THE ONLY WAY I CAN TRY TO KEEP A TRACK OF WHICH AGREEMENTS I HAVE ALREADY DOWNLOADED.

212

53 minutes ago

bhuvaneswaryNewcomer

eSignature

Envelope creation stopped working for some of the users

Recently, some our Docusign users with DS Sender permissions have been experiencing issues sending envelopes from the Docusign platform. When they click on Envelopes and then Send an Envelope, the action receives no response and after a few minutes, the request fails with a ERR_CONNECTION_RESET (201) error. This issue is occurring intermittently for some of our users.Anyone has faced similar issue?

7210

1 hour ago

Docusign CommunityCommunity Admin

Docusign eSignature 25.3.01.00 Release Notes: October 2025

Docusign is pleased to announce that the Docusign eSignature 25.3.01.00 Release Notes: October 2025, is now available on the Demo environment for customer testing.🚀 What's new?Collapsible Side Panel: Optimize your workspace by collapsing the side panel in Agreements and Templates, reducing clutter and expanding your view of critical content. IAL2 Verification for ID Verification Customers: Seamlessly verify user identities with IAL2 verification through CLEAR or ID.me, ensuring the highest level of security and compliance for your agreements. Envelope Access and Sharing for Agreement Desk: Gain transparent oversight of requests and envelope interactions with enhanced visibility in Agreement Desk, providing a comprehensive audit trail of all activities. ID Claims Enhancement To Work With Email Reminders: Eliminate friction for recipients by allowing valid identity verification to persist through email reminders, streamlining the signing process and improving user experience. New Tag Ty

391

1 hour ago

toniguad74Newcomer

eSignature

expired link HELP HELP!!!!!!!

i was sent a doc to sign ,I signned it now the link expired is there any way to pull that doc back up again please anyone that can help me get my doc pulled up HELP HELP!!!!!!

334

1 hour ago

paige.rossiDocusign Employee

General

Are you headed to Dreamforce 2025?

It’s that time of year again! We’re so excited to see you all at Dreamforce, October 14-16 in San Francisco! At this year’s event, we’re all about helping you unlock your agreements’ potential.You’ll be able to connect with us to learn more about automating agreement workflows, leveraging AI-powered search to get additional value out of agreements, and integrating Docusign with systems like Salesforce and Slack. Join us at the Docusign Outpost where developers and admins alike can get hands-on experience building with Docusign in our Docusign Developer Lab. You’ll learn how to:Build no-code agreement workflows Automate those workflows by triggering them through the Maestro API Embed workflow steps into your applications for a seamless user experienceIn the lab, you’ll be tasked with building a Maestro workflow through the UI designer, including agreement steps that fit a use case of your choice. These could include anything from collecting a customer’s data in a form to verifying their

1 hour ago

jerinthomasNewcomer

eSignature

Doc Content gets Distorted

When sending out documents to clients to sign , the data is getting distorted . Eg . The ‘Table of Contents’ page gets jumbled , the topics and their page numbers usually have spacking between them but now they are close to each other . As seen in the image , in the first line , the number ‘8’ should be below the ‘Page’ title . TL DR: “ when you upload a contract to Docusign , it distorts the content page when sent for signature “

224

1 hour ago

LiLaraNewcomer

eSignature

Getting rid of the sign frame

Hello, I have a quick question. I want to get rid of the frame around the signature. I have changed my settings. I have cleared the cache. I have done everything. When I go sign the document, the frame continues to appear. I do not want the frame. How do I fix this? I have tried to sign it on the mobile app, but it continues to crash, and I cannot. Thank you for any help in advance.

2843

2 hours ago

Ste.BNewcomer

Envelope Routing for Users with Multiple AccountsIdea Submitted

In certain operational contexts, it is common for a single user to have multiple accounts linked to the same corporate email address. This setup is often necessary to maintain separate environments for regulatory compliance, such as when DocuSign Part 11 is activated to meet industry-specific standards.To avoid confusion and ensure proper routing of envelopes, we suggest implementing a tagging mechanism that allows each envelope to be explicitly associated with the correct account. This tag could be visible during the sending and receiving process and include a reference to the intended account (e.g., #AccountPart11, #AccountStandard), which would help:Ensure envelopes are assigned to the appropriate operational context. Improve traceability in regulated environments. Reduce the risk of errors in sending or signing documents.This solution would be especially beneficial for users operating in dual-mode, managing both standard and regulated workflows, and would enhance both efficiency an

2 hours ago

JohnSimpNew Voice

Docusign Partners

Link to next step when using multiple workflows

I’m wondering if “Link to next step” feature still works when having multiple workflows. Specifically, I have a Choice step that runs in workflow A. Then a few other engine steps happen, then the workflow continues to Workflow B. Workflow B has another Human step (choose users step). If I have “link to next step” checked for my Choice step should the Choose Users step bring the user right into the step where the user chooses a user? Currently my test are showing that the user is redirected after the Choice step, back to the document but they need to first click the blue button “Choose Users [Start]” before being able to directly choose users. It would seem to me that the user should be brought directly into the Choose Users area without having to first click a button. (However, I’m not sure if having the two workflows would change the “link to next step” behavior)

615

2 hours ago

JohnSimpNew Voice

Docusign Partners

Ability to capture the step failure details text in CLM

I want to capture the Output of the Failure for a particular step in CLM. It appears that none of the carrot variables provide this level of detail. Does anyone know how to capture this information (in a variable?) so I can use it in a downstream Workflow step?

444

3 hours ago

gorenkovNewcomer

eSignature API

Populate data in Word document and send it to sign via API

Hello there.I need help with implementing the eSignature API. I have a simple Word document with variables - {{contractor_name}}, {{contractor_email}}. How can I use the API to update this document and populate real data instead of {{contractor_name}} and send it to the recipient?- I tried to use textTabs and send all the necessary data in one request, including a Word document in Base64 - the fields didn't populate.- I tried to manually create a template using the web UI, upload a Word document, manually add sender fields, and then made a request to update these custom fields (docGenFormFields). Nothing. ChatGPT assumed that docGenFormFields wasn't turned on in my account. But how to turn it on, I have no idea.I'm using the developer sandbox account. Can anybody point me to how to implement field population via API?I've used:Document generation manual - https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/documents/document-generation/Prefilled tabs - https://develope

3 hours ago

KDARHDA2025Newcomer

eSignature

How do i assign template fields to a Role but not a signing role

we have a template we want to use for a bulk mailmerge. the cSV mailmerge template requires a ‘role’ at the start of each column. How do i assign to a role that doesnt require a signature?

4 hours ago

whaliimNewcomer

Salesforce/Apex Toolkit

Salesforce Apex Toolkit cannot override Email subject from Docusign Envelope template

Hi, I have created a Docusign Envelope Template (dfsle__EnvelopeConfiguration__c) with name “Opportunity Document”. I also used Docusign Salesforce Apex Toolkit to send the Email and adjust the email subject and email message dynamically. However, the email subject is not being overwritten by the code.Relevant Apex Code:Id mySourceId = opportunityId_i; // Opportunity ID// Create an empty envelope.dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(mySourceId)); // Use a Salesforce Contact ID as a RecipientContact myContact = opportunityIdToContactIdMap.get(opportunityId_i);// Use the Recipient.fromSource method to create the Recipientdfsle.Recipient myRecipient = dfsle.Recipient.fromSource( myContact.Name, // Recipient name myContact.Email, // Recipient email null, //Optional phone number 'Signer', //Role Name. Specify the exact role name from template new dfsle.Entity(myContact.Id)); // Add Recipient to the EnvelopemyEnvelope = myEnvelope.withRecipients

4 hours ago

Jochen HomborgNewcomer

eSignature

Selecting and deselecting the checkbox rewrites the subject line.

Hello,I noticed the following. If, in a template with a predefined subject line, the ‘Customise email and language for each recipient’ checkbox is selected and then deselected again, the predefined subject line is overwritten with the file name of the stored template. The subject line remains unchanged even if the checkbox is selected again and must be adjusted manually. The email text itself remains unchanged.

153

12 hours ago

ServeshConversation Starter

CLM

Query recipients from Review and Send for Signature step

We have a requirement to send a document using the "Email Document" step to the same recipient used in the "Review and Send for Signature" step. However, we’re unable to retrieve the recipient details during runtime, as the step doesn’t provide any useful output. Additionally, we can't predefine the recipient to use a common variable across both steps.Is there a way to dynamically access the recipient information—perhaps using XPath or a system variable—so it can be reused in the "Email Document" step?

244

12 hours ago

frnkieNewcomer

Enhancement to Automatching Template FeatureIdea Submitted

I’m addressing the current limitation caused by the template containing more pages than the uploaded document, which prevents proper matching. I understand that the limitation is due to the template having more pages than the uploaded document, which prevents a match. However, it would be extremely helpful if the matching logic could be enhanced to consider other factors—such as matching based on template/document names or enabling matching based on Autoplace tags only, regardless of page count.

17 hours ago

leah.breenLeah Breen

General

Developer Ask Me Anything (AMA): Building and automating agreement workflows with Docusign APIs

👋 Hey developers! Tired of hard-coding agreement flows over and over?September’s developer AMA is all about automating workflows with Docusign. The thread is open now through September 30—ask your questions async-style and get answers from Niani Byrd, programmer writer at Docusign who brings her perspective as a full stack engineer. When you comment with a question, you’ll also be automatically entered into a giveaway to choose a $100 gift 🎁🔧 Topic for this AMA: Building and automating agreement workflowsManually routing agreements and stitching together custom code can slow your apps down and frustrate users. With Docusign Maestro, you can:Automate every step of an agreement—data collection, routing, signing, and post-sign actions—in one flow Orchestrate across eSignature, CLM, IDV, and extension apps without writing brittle custom code Standardize agreement processes with reusable templates that enforce compliance Add conditional routing and decision logic to reflect real-world c

AlwaysGroupNewcomer

Hello, community!I’m having trouble publishing my app to production. I had already started the process, but it was rejected due to not meeting the requirement of 20 test requests. After completing this step, I resubmitted the request, but now the go live status only shows “error”, without specifying what went wrong. In addition, I no longer have the option to resubmit. I reached out to support, and they advised me to look for a solution here in the community.

181

1 day ago

Norman FosterNewcomer

Docusign Admin

Docusign Custom Email Domain for Demo environment & How to Test in DEMO

Hello,We are wanting to establish a custom email domain for use with templates we have created. I have been told this is available with the plan we are currently on. My question is can the custom email domain be established for testing in our demo environment before we move into our production environment. How can the custom email domain be added to our demo environment? Is this a support ticket that we would open? Is it possible to have the Organizational Admin role in both the demo environment and production environment ? From research on your support site I believe this role allows for the custom email domain to be setup by that admin “ self service “ ? Or for the demo environment do we need to open a support ticket to have someone on the Docusign team help us Thank YouNorman FosterBusiness Technology Analyst

211

1 day ago

AlexDyerNewcomer

eSignature

If an envelope has been signed by 2 people and I need to correct it to change the third signatory, will the first two have to sign again?

The envelope was to be signed by two clients and an adviser from our company. The clients have signed but the adviser is now on holiday for two weeks. I want to change the third signatory to an adviser that is in the office and can DocuSign. Will making this correction resend the envelope to the clients to re-sign?

907

2 days ago