Recently active topics

I’m trying to bulk send a letter to a few hundred recipients.  This letter is informational only and does not require the recipient to sign or acknowledge receipt. I would like to have a few text fields within the letter auto populate with the recipient name/ID so that the letter is personalized to the recipient. How do I format my csv so that the fields are automatically populated for bulk send?All the information and tutorials I’m finding are for recipients that need to sign or acknowledge receipt instead of just receiving a copy of the envelope.Thanks for any guidance on this!

Currently, every time a user clicks the Generate Document button, a new document is created and attached to the record. This leads to:Multiple duplicate documents Storage clutter Confusion about which version is the final one

Hi one of my witness not yet signed. When i have sent envelop he is not receiving mails from Docusign and he asked me to change email id. However in my envelop i am not able to update his email id. I am a free user and not using any paid subscription.  Is it because of free user limitation? 

Hello Team,I need to integrate DocuSign's signature and editable text functionality into a React Native application. I haven't found any tutorials, guides, or SDKs to help implement this. Could you please provide guidance on how to achieve this functionality in our application?

Hi everyone,Is there any possibility to export dashboards to another environment in DocuSign?I know that reports can be exported, but I would like to understand if the same is possible for dashboards as well.Thanks in advance!

My DocuSign demo account is not sending email notifications to signers for envelopes created. Despite everything worked fine earlier. There are no junk file issues, and i have configured all notification preferences according to solutions / documentation found. Are there any recent updates or changes to DocuSign Demo account settings that could effect Email notifications?Or Anything that i might have missed to set up notifications.Any Suggestions or solutions Would be greatly appreciated.Thank you!

Looking to find out if anybody is using a regex patter for the numbers in a text box as a validation to only allow user enter max of 10 numbers but is still able to enter less than 10, without being forced to add zeros in front of it if the number is less than 10 digits. And is still able to complete the envelope. Thank you,  

Hello,I’m currently integrating DocuSign into my ERP system using the API, and I’m working with a developer (demo) account.For several weeks, everything was working perfectly:Envelopes were successfully created via the API They were sent without any issues Recipients were receiving the email notifications and could sign documents normallyHowever, starting about a week ago, the behavior changed unexpectedly.Now:The API still works correctly (no errors returned) Envelopes are created and sent successfully Recipients are correctly assigned But no recipient receives any email notification at allTo troubleshoot, I have tried:Sending to multiple types of email addresses (personal, professional, temporary emails) Recreating a completely new developer account → it worked once for a single envelope, then the same issue occurred again Checking API logs → no errors or warnings Verifying envelope status → shows as “sent”Despite all of this, no email is ever received by any recipient.At this point,

I created a Maestro flow earlier this year (January) to extract/export information to a Google Sheet and save the final signed document to Google Drive when a specific template is used. It is currently working as set up. I would now like to change to which folder on Google Drive the signed document is uploaded. However, I am no longer able to edit any of the Google Drive steps.Issues / troubleshooting attempts:The “Apply” button remains greyed out even when I make changes to the step. The Google Drive app remains approved by an admin, and installed and authorized on my account. The connection is active with all permissions intact. I’ve tried re-adding the connection and re-creating entire step, but the GDrive-related Maestro steps no longer appear as options on the ‘Add a new step’ panel. No apps appear under ‘Connected Apps’. When I click ‘Browse Apps’ and go to the App Center, GDrive appears as an approved and installed app with active connections. My account admin is experiencing th

For example, if there is a form that has 10 hard coded sections for wire transfers. 1. The sender would be required to fill out first 4 fields for as many wire transfer sections they will need from the recipient with a minimum of being at least first section up to 10.2.  The recipient would be required to fill out the last 3 fields in the sections that have data that was filled out by sender3.   If a section has no content from the sender, then the recipient does not have to fill out the last 3 fields in that section. Is there a way to ensure client fills out last 3 fields for each section the sender has data in the first 4 fields?    

I have just upgraded to the standard plan which gives 100 sends a year, but the system says I have run out of sends and is alresady asking me to upgrade to the Pro plan. I upgraded 24 hours ago and have only sent one envelope since then! im not sure how to move it on… any advice please? 

I created a document to sign, entered everyone’s email address and sent it. None of the emails have made it through.All of them but one are gmail addresses. I have access to the email logs for my email address that it was also sent toand I don’t see anything in the logs either successful or not.Please advise

Hi, we operate a bank and need to utalise the in person signing facility. Current process is as follows. Lender will generate documents eg application form or loan contract, print and have the customer sign in person.  We are looking to move to a model where we have a Kiosk Ipad fixed to the desk. The lender produces the documents required, is able to load into DocuSign and send directly to the iPad for the customer to signWhat we don't want the customer to have to do here is to log into their email accounts to fetch the link then sign. We would like there to be a way for us to directly send the documents to that specific iPad, say IPAD-25 or the iPad in a specific branch. We would also be open (but not preferred) to the idea of our staff logging into their DocuSign account to fetch the documents and present to the customer to sign. 

We send tens of documents a day and all have to be signed by someone from our company.Is there a way to presign the documents in template so that only the other party needs to sign it so someone from our end doesnt need to go 50 times a day to DS to sign it?

I start a workflow using a POST request to /v2/{accountId}/workflows in an eform. I need to redirect the user to the task that was assigned to the user from the workflow. How can I achieve this?

We are having several problems without explanation with docgen templates.We have checkbox groups and also individual checkboxes losing its “required” condition when users receive the contract to sign, and in the template we have set the field the validation with select at least 1 and we see it al the time with the correct validation.It happens so randomly that we are investing a lot of time without any way of solution. Could anybody help, it’s really frustrating