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We are now required to save each signed document separately that is sent for signatures in a multiple document package. Each saved document must have the Certificate of Completion appended to the end of the esigned document.Is this something that is available or coming so we aren’t spending time and potentially breaking the audit trail by saving separately and manually merging the document and CoC? These are for government transactions.Thank you.

Good day,is there an option that one can sign once and it populates all the necessary signature spots. i.e when a document is sent with multiple pages to be signed, one can click once and all pages are signed instead of each page to be clicked on?

How to sign a multi-page document (for example, PDF) on each page in one step? I need to sign documents on each page, what if the document is 0-300 pages.

Let’s say I have a Contract object in Salesforce that has a single signer field for the company which is a lookup to User.  Then I add four different lookup fields to Contact because a given contract can require 1 to 4 customer signatures and this is different by Account.  Let’s assume for a simple example that on the Account object I have a picklist called ‘Number of Signers’ and a value of 1 to 4 is selected.   So now we know on the Contract to make sure we enforce that we get the proper number of Contact lookup fields to be populated.  So now the data on the Contract is set.  Now it is time to send the Contract.  I want to setup my Docusign template so that the sender does not have to select between 4 different templates based on the number of signers.   I want the Word Doc to be dynamic so that if only two Signatures are required (so two of the Contact lookup fields on the Contract are now populated) then only the spots for Signatures 1 and 2 show up.Is there some type of Dynamic S

I am constantantly having problems with my older clients trying to sign somthing on DocuSign.  They never seem to be able to figure it out. Do you have a video for elderly people?

I am wanting to route a signature to the Counterparty for signature the following Friday after the Third-party has signed the document. Ex. 1.) Third-party signs Thursday → Route to Counterparty the next day. 2.) Third party signs Saturday → Route to Counterparty in 6 days.We currently utilize Agiloft as our CLM and this rule should only be triggered based on a certain Agreement Type.Thanks

Hello DocuSign Community,We’re integrating Aavenir Contractflow with a newly created DocuSign developer/demo account. Authentication and envelope creation succeed, but recipients do not receive signing invitation emails.We previously encountered the same issue and resolved it by using an older DocuSign account, approximately 2–3 years old. The same integration and sending flow worked without application code changes. This issue has now occurred again with another newly created account.Checks completed:Recipient API returns HTTP 200. Recipient status is sent, not autoresponded. routingOrder and currentRoutingOrder are both 1. No clientUserId is present. No recipient error details were returned in our diagnostic output. “Suppress emails to embedded signers” has been disabled, but the issue persists.I found this related discussion, where a DocuSign moderator explained that developer-account fraud/security checks can affect notification delivery and may require an internal adjustment.Could

We're a multi-tenant SaaS. Each customer connects their own DocuSign account to our app via OAuth (Auth Code + PKCE), using one integration key for all customers, through the DocuSign MCP server (mcp.docusign.com/mcp). No reselling, no embedded signing.Is Partner Program membership required to take this live in the current Developer Console flow? We've seen conflicting staff answers: thread 27321 says not required, thread 27596 says required. If it's not required, which plan can own and promote the key to production? We've seen Business Pro get rejected for this. If it is required, are there minimum company size or age requirements to join? MCP approval: once our integration key passes the one-time MCP allowlisting form, can any customer's production account connect through it, with no per-account step?Thanks!

Environment- Demo (developer) account b5fe314e-fdf1-4821-893f-5ce7dac2d8fc, integration key a6aa342b-4222-4dc9-9fb0-062ffae667dd- Account settings report signingUiVersion: "2", betaSwitchConfiguration: "mandatory"- Envelopes created from a server template; signer is an embedded recipient (clientUserId set, authenticationMethod: "none", no IDV/KBA/access code)- Docusign JS from https://js-d.docusign.com/bundle.js, loadDocuSign(integrationKey) → signing({ url, displayFormat: 'focused' }) → mount(...)- Chrome, host page http://bmw.localhost:8082 (local dev)Recipient view request{  "returnUrl": "http://bmw.localhost:8082/vdr/folders/…",  "email": "…", "userName": "…", "clientUserId": "…",  "authenticationMethod": "none",  "frameAncestors": ["http://bmw.localhost:8082", "https://apps-d.docusign.com"],  "messageOrigins": ["https://apps-d.docusign.com"]}What happensUntil 20 Oct 2026 this worked: the focused view loaded and we received ready / sessionEnd: signing_complete (e.g. envelope c3e620

The signature links in the emails are valid for 48 hours. Is there a way to modify this time period?   

Hi everyone,I’m curious how other financial institutions are handling signer authentication for DocuSign envelopes sent to customers. I’m hoping to compare practices and get a better understanding of what others in the industry are doing.A few things I’d be interested in hearing about:Do you require additional authentication for every envelope sent to a customer, or only certain document or transaction types? What authentication methods are you using most often, such as Knowledge-Based Authentication (KBA), access code, or ID Verification with liveness detection? If you use access codes, how do you communicate the code to the signer? For example, by phone, text, separate email, or another method? Do you have different authentication requirements depending on the type of document, transaction, or risk involved? Have you found a particular approach that provides a good balance between security and customer experience?I’d really appreciate hearing what other banks and financial institutio

Recently completed DocuSign doc and then an email coming to my gmail account stating the forms have been completed also had PDF attachments that had been provided inside the secure DocuSign application with personal ID info such as Driver’s License, Military Dependent ID and the completed form with SSN info.  I contacted Newtek Bank for whom the DocuSign forms were completed to establish a joint owner for an account.  They stated they have no control over 3rd party applications (i.e., DocuSign) used for this purpose.  I asked if they would provide a picture of a credit card, SSN card, etc., as an attachment to an unsecured email, they said of course not.  So why is this private ID info showing up as PDFattachment’s to an unsecured email from Josh xxx via DocuSign?  

Normaly I am user adobe pdf to prepare a form and add tocken such as  DocuSignDateSigned , DocuSignSignHere and for existing fields in souccessfactors I would put token like  FirstName LastName to like after with Manage document template mappingBut we need to put a freetext box in a document where the employee can write what they wantHow can we do it please?

Creating a Web Form can be a time-consuming process.  You need to consider all of the fields that need to be populated by your signers and make sure they’re arranged in a format that is easy to understand.  What if you’ve already spent that brainpower on the creation of a fully-formed PDF document?  Does this mean you need to do this a 2nd time to convert this into a Webform?  No need to recreate the wheel!  Just convert that PDF document into a Docusign webform with a few clicks thanks to the help of AI!    Key Takeaways:Convert a Form Fillable PDF into a Web Form with a few clicks Save time in the overall creation of a Web FormAdditional Resources:For this topic and some other great instructor lead guidance I would recommend the following course: Get Started with Docusign Web Forms   To view our full course catalog to find other live training courses, you can view our Live Training Calendar and register for a course today.Continue the Conversation:Feel free to ask any questions a

   Hello,     I need to update our Certificate for our DS instance. We use Azure for our binding, I am talking with our SSO admin, he asked if the file is a .xml? I am not sure myself, it is .XML, or .txt, etc?    When I click + Add Certificate, the open page says all files.     When I add the certificate, how do I know that it is operational? How do I verify that it is working? I keep the other one around until it is not required, so I delete it at that point.           Thanks for the help!   

Hi,I received the below email from DocuSign who stated my accountant was asking for me to sign my 2024 returns again. I followed up with her after signing to ask her why these were being requested since we signed them last month. She said she has no idea.Kindly advise and see below the emailrom: DocuSign NA4 System <dse_NA4@docusign.net> on behalf of Your Tax Professional via Docusign <dse_NA4@docusign.net>Sent: Monday, May 5, 2025 1:14 PMTo: P***** M******* Subject: Hi, it's T**** D******! Time to review and sign your taxes.   You have been sent a document to review and sign. REVIEW DOCUMENTS T**** D****** (t****@t*************.com) wrote: Thank you for being a valued client of T** S******, LLC. It's time to review and sign your completed tax return. All you need to do is:  1. Click the Review Document(s) link above  2. Sign where specified a

We recently switched from DFS to DAL and noticed the “Copy” button within the Agreement tab does not seem to create a Docusign Status record within Salesforce.With DFS: When used the “Copy” button within Docusign portal, a Docusign Status record was created linking it to the parent object from where the original agreement was sent.With DAL: No Docusign Status record is created within Salesforce.

Can you verify if there are any active DocuSign incidents? Newly created templates are not saving for users.

I have an issue with the In-Person templates I’ve created. And hoping someone can help me with a work around. Here is the situation…..the designer/sender is in the clients home. They design and sell the job. The Sender fills and signs the contract and because it’s in person the sender is the “Host” for the client. The client signs.But the contract is not finalized because we want the designer / sender to go home and upload their confidential pricing worksheet to the contract. Once they’ve uploaded this the Contract is complete. BUT because the host is the designer/sender for the client. The Client can now see the confidential pricing. The Document Visibility is invalid when the host is the sender. I tried to password protect the pdf but DocuSign doesn’t allow pw protected documents. Is there another way yo encrypt the confidential pricing or a different way to set up the envelop template?Thank you so much for your time***attachments removed due to PII**