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Docusignインテリジェント契約管理（Intelligent Agreement Management: IAM）プラットフォーム の一部としてご提供しているリポジトリ機能、Navigatorは、権限設定の方法が通常のeSignatureの権限プロファイル、DS Admin、DS Sender、DS Viewerと異なります。この記事では、Navigatorの権限を設定する方法についてご説明します。 Navigatorを使う人の一般的な役割としては、複数の種類が考えられます。1. 管理者、2. 契約管理者、3. 契約書閲覧者、4. 一括アップロードを行うユーザーです。 1.管理者この役割は、従来のeSignatureのDS Admin、つまりeSignatureアカウント自体の管理者のタスクの延長にあると考えることができ、アカウント内のユーザーとグループについて、Navigatorにどのレベルのアクセスを与えるかを管理する人になります。 2.契約管理者この役割の人が、Navigator上の契約書とその属性を詳細に管理する人になります。Navigatorには、契約書のメタデータを自動的に読み取って分析するAIアシスト機能が標準搭載されています。契約管理者は、このAIによって読み取られたデータをチェックして確定したり、必要なメタデータを入力したりというタスクを行う、Navigator運用において主要な役割を担います。 Navigatorには、契約タイプや契約セットなど契約書をより見つけやすくするためのメタデータを多数用意していますが、こうしたメタデータの建て付けの管理も契約管理者もしくは管理者が行うことができます。 3. 契約書閲覧者ユーザーアクセスの管理やメタデータの確定などは行わず、必要に応じて契約書を閲覧する人としてNavigatorを利用する人がこれに当たります。契約書閲覧者が見ることができる契約書の範囲は、1と2の管理者と契約管理者の設定によって左右されます。 4.一括アップロードを行うユーザーファイルを一括で(一度に最大1000個)Navigatorにアップロードする役割を担うユーザーです。サポート記事：Navigatorの一般的な役割とユースケースユーザーに文書を一括アップロードするためのアクセス権を付与する これらの役割は、[管理者]＞[ユーザー]か

If we currently subscribe to IDV and have this feature enabled on some of our accounts, will this automatically transfer to the new offering by IDVerse?

hello everyoneI need your help.I didn't see any custom field validation method in the official documentation. Is there a good way to set validation? Or can I write code on docusign for validation?

Dear DocuSign Support Team,I hope this message finds you well.We would like to confirm whether our DocuSign account currently has the Part 11 module enabled to support compliance with FDA 21 CFR Part 11 requirements. If it is not yet enabled, we kindly request assistance in activating this module for our account.Please let us know if any additional information or documentation is required from our side to proceed.Thank you for your support.Best regards,Kenny Hsieh台寶生醫集團 Taiwan Bio Group

Dear DocuSign Support Team,I hope this message finds you well.We would like to confirm whether our DocuSign account currently has the Part 11 module enabled to support compliance with FDA 21 CFR Part 11 requirements. If it is not yet enabled, we kindly request assistance in activating this module for our account.Please let us know if any additional information or documentation is required from our side to proceed.Thank you for your support.Best regards,Kenny Hsieh台寶生醫集團 Taiwan Bio Group

I am planning on taking the test for the Certified DocuSign eSignature Administrator in a month or so.Are there any other resources aside from the toolkit that have sample questions I can practice?

My coworker is on vacation and I have a customer in to sign their docusign document in person.  Do I need to correct the envelope in order to collect the signature for my co-worker.  We have shared access.

Hi - I’m looking for an efficient way to filter through Release Notes for changes that only pertain to the 21 CFR Part 11 product.  I searched through the chat function, and the instructions I’ve no doubt were AI driven weren’t helpful. Thanks in advance for your help!

I need to configure below:The download option is disabled while recipients are reviewing and signing the document, andThe download option is available once the document is completed (via the completion email or DocuSign portal).I used the following configuration as per the attached signing resource file guide<data name="DocuSign_SigningAllowDownload">false</data><data name="DocuSignComplete_AllowDownload">true</data>With this setup, the download option is correctly disabled during signing, but I still cannot see the download option after the envelope is completed.Could you please suggest the correct way to achieve this behavior? 

I have a Personal account with a credit of 5 envelopes per month.I cannot find when the counting starts of this credit. Is this per the 1st of every month of per de date of the contract for example the 15th of every month?

I am the admin/owner of the account.  I cannot see bulk send.  i have watched the videos.  I have the $65 account.  

We are supporting a Human Resources process.  The routing includes the employee (signature), department head (signature), HR officer (signature) and a labor relations officer (delayed signature).  In a perfect world, only the employee and the HR officer would receive a completed copy of the envelope, as the others should not be retaining a copy.  Is there any way to design a template in ESignature to do that?

I have a web form with checkboxes and it is correctly updating the checkboxes on the template, however the conditional routing based on the value of the check box is not working.  I have the rule set to check if the box is selected to route to the person and I have the person listed under recipients as a routing group.

Dear DocuSign Support,We would like to verify the authenticity and timeline of a DocuSign transaction related to the following Envelope ID: B7A459E9-FB2D-4FCC-8335-45C66F4D3738.Context:We are analyzing two signed PDF files and two Certificates of Completion that appear to belong to this envelope.However, we observed two different timestamps and certificate chains:- The CoCs show the "Signed" event as 09-Dec-2024 at 07:37:25 (Pacific Time).- One PDF also displays this same timestamp in its footer.- The second PDF, however, shows a later timestamp (30-Jul-2025 03:35:17-07:00) with a DigiCert AATL certificate instead of Entrust.We kindly request your official clarification on the following points:1. Do both PDFs belong to the same envelope (ID above)?2. Is the "Signed" event on 09-Dec-2024 the legally binding signature for the envelope?3. Does the later 30-Jul-2025 timestamp correspond to a re-sealing or re-export by DocuSign, not a new signature?4. Is the coexistence of Entrust and DigiC

Can anyone share Rest API reference to fetch IDV Evidence PDF. As per the information in https://developers.docusign.com/docs/idevidence-api/how-to/retrieve-idevidence-media/ we are able to capture the photo id only. How can we fetch the PDF with IDV data and captured front and back id images?

The Salesforce org I’m working in currently has DocuSign implemented via a URL Button that initiates DocuSign from the Quick Actions menu. I’m working to update that functionality to occur in a Salesforce Flow instead. I’d like the same functionality to fire automatically when the flow completes and populate the DocuSign envelope with variables from the flow.My thought is this would need to be done in Lightning or Apex and called in the flow. I initially tried automatically firing the button on init, but Lightning doesn’t support URL buttons so it won’t fire as expected. Has anyone initialized DocuSign from a Flow before?

Hi, Is there any possibility to add a validation or stop sending envelope if user try to send it for signature without adding Signature placeholder. Thanks,Sharath Reddy

 Who’s heading to Docusign Discover in San Francisco on October 30?This one-day, hands-on event is made for partner innovators who love to build, connect, and shape what’s next.At Discover, we won’t just be talking about the future of agreement management — we’ll be building it together. You’ll get hands-on with the Docusign Intelligent Agreement Management (IAM) platform through workshops, breakout sessions, and live demos. By the end of the day, you’ll have integrations and ideas ready to take back to your teams.Here’s what’s in store: Influence the roadmap – Share your feedback directly with product and engineering. Build your integration – Use IAM APIs and tools to create something real (and ready to deploy). Collaborate deeply – Work side-by-side with Docusign experts on real-world challenges. Get early access – Try out new features and tools before they roll out.Our partner ecosystem is strongest when we build it together. If you haven’t yet, grab your spot and bring a teammate w

Envelopes are not being received by the recipients. However the statis of the envelope is updated as "Sent" in DocuSign. Have completed the entire troubleshooting as available on DocuSign support pages.  

I have a webform I created and have a few questions regarding it and the signing session that is generated after completion of the form. When I copy the URL to complete the webform, it is the same URL each time.  Do i use the same URL for every person I want to send to, or is there another method I’m supposed to be using to send it to different people to complete the webform? When someone is completing the webform, how do they save progress if they want to come back to it later, I’m not seeing that option? When the docusign signing session opens up, if I click on Finish Later, I’m not seeing any emails that come to me to allow me to restart the session?  Upon starting the webform completion, there is an individual name and email address I enter that as I understand is used for the webform and docusign session, but I don’t get any emails that I input there.

I would like to have a conditional field revealed only upon execution when the document is sent to the recipient. Is this possible?

I am working with Docusign Gen Templates that will integrate with Salesforce CPQ quote fields.  I am trying to display address text on document based on the client address. If the client is in the USA I want to display the company’s US address.There is a formula checkbox that is intended to trigger visibility ("/SBQQ__Quote__c/US_Account__c" ). I have tried multiple versions to get this working but they all result in error messages that change from time to time. Using this checkbox field, how should I enter it on the Word document?found and tried the following:But received this: 

I have triple checked that a client’s name is spelt correct in my contacts area as well as their email address. When they sign, the last name is spelled in their signature incorrectly. So odd. Where is the error and how can this be fixed??

I assume if this existed I would have found it by now, but is there any way for me, as an Admin (or anyone) to officially assign DocuSign University courses to a User for our account? And know whether they’ve completed a course? I’m getting really tired of answering the same questions from staff because they’re not going through the training I’ve asked them to watch.