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We're thrilled to announce the beta program for Document Templates, a new experience designed to streamline how you create and manage documents within Docusign and IAM.What are Document Templates?Document Templates provide a centralized repository to create and manage documents used within Docusign and IAM, saving time and ensuring compliance. Key highlights:✅ Simplify document management: Create reusable templates for frequently used documents, so you never have to start from scratch again.✅ Centralized updates: Update boilerplate language in one place and have those updates reflected across all documents using that template.✅ Enhanced visibility: Easily identify which eSignature envelope templates include the same document for seamless updates.Want Early Access?Join the beta program for a chance to experience Document Templates before the official release and share your feedback directly with our Product team.👇 Comment below with any questions!  

Hi ,How can i get a copy of the Certificate of completion

Hi TeamI updated the resource file to disable downloads during signing:<data name="DocuSign_SigningAllowDownload">false</data>This hides the Download option as expected during Review/Signing, but it also hides it for Completed Documents. I want the Download button hidden while signing and visible once the document is completed.I tried enabling it for completed documents with:<data name="DocuSignComplete_AllowDownload">true</data>However, the Download option is still not visible on completed documents.Could you please help on this.

My organization wants to lower the complexity of collecting signatures for a specific form. This form is challenging because we have 3 dynamic parties and initially only party B knows both A and C  A: My organizationB: 3rd party intermediary   C: Customer. The issue is that A currently has to send the template to B but initially only B knows the name and contact information for C. Currently what we’re doing is A initiates the form sending to B and having B use the “Correct Envelope” or “Bulk” process to fill in the information for C. This process happens several hundred times for each party B and is labor intensive for B.  Staff has requested that I setup a PowerForms and host a link on our site so C can initiate the process. However, this creates the same problem in reverse. B can provide contact information for B and A to C with the Form link to C. Though expecting C to acquire this information and input it correctly, is likely going to be an error prone process. If I create drop dow

I have a strange misalignment of signer records when I am setting up one signer as a host and another signer as an inPersonSigner using API.  The result of a setup is the signerName is used along side of a host email when it is showing “Hosted By” and also in one of the flow dialogs when it is saying that “Name1, pass control of the session to Name1”, where Name1 is the inPersonSigner signerName. I am submitting clientUserId for both host and inperson signer, otherwise I could not match the inPerson signer while generating a RecipientView. I see that it aligns the names correctly if I remove clientUserId from inPersonSigner record, but it breaks the mapping for RecipientView. Is there any possible work around for this?

I’m creating a DocuSign Template and in the custom email sent to the signer I want to include the senders job title. Ideally I could have a variable/command in the template that would pull the job title from their DocuSign account and place it in the message. My research into this seems to indicate this isn’t possible without either setting up a field where the staff member needs to type their title every time or setting up an API. This change would affect hundreds of our templates, so I just wanted to confirm this was the case before I select a path.  Could I please get a recommendation on the best path forward?

I have been trying since last April to get subscription canceled, get refund and thought it was taken care of until I got renewal notice in email tonight. It won’t let me open a new case to have them call me or respond to this request. So this forum will hopefully get the attention it needs to respond to the attached emails last year…. SEE ATTACHED  The attached files have been removed. Please see DocuSign Community Guidelines and Code of Conduct.

We use DocuSign for processing B2B credit applications. A common scenario we encounter is that an administrator at a customer’s company fills out the credit application form (sent via a Powerform linked to our credit application template), but afterward, they need to send it to an executive for signature.Much to their frustration, they discover that they cannot delegate the envelope to someone else once the form has been filled out. This limitation creates friction in our workflow and causes confusion for our customers.Having the ability to delegate an envelope after the form is completed would be a significant improvement for our business use case.

Is there a way to tell which administrative user created an agreement rule in our eSignature account? Also, if a user creates an agreement rule, but we close that user’s profile when they leave the organization, does this affect any existing, enabled agreement rules they may have created?

Hi! I am trying to add a conditional ‘&’ between the first and second contacts names which only appears if there is a second contact… This is the current clause, can someone help me please? I’ve been trying to get this right for an hour 😰Seller Name(s): <# <Content Select="/pba__Request__c/pba__Contact__r.Name"/> #> <# <Content Select="/pba__Request__c/Contact_2__c"/> #> Thank you! 🙏🏾

In a previous data ingestion effort by my former team, we integrated account data from another system into Salesforce. As part of this process, we established a mapping between Salesforce Accounts and DocuSign CLM Accounts using a naming convention that combines the account Name and ID. (not same as salesforce account Id but another field)However, we’ve encountered a problem: although the migrated account folders follow the correct naming convention, they are not being linked to the corresponding existing Salesforce Accounts. Instead, new Salesforce Accounts are being created, resulting in data inconsistency.Expected Behavior:Migrated DocuSign CLM account folders that match the existing naming convention should be mapped to the corresponding Salesforce Account.Actual Behavior:Despite matching names and IDs, new Salesforce Accounts are being created instead of linking to the existing ones.Potential Cause (Hypothesis):The mapping logic might be relying on more than just the folder name (

I have configured a brand for Signing. But unable to see it the header and footer in the signing document. I am able to see it in emails and forms however.

I need for my clients to be able to receive my contracts so they can sIGN them and return them through Docusign. I can’t get the scanned contracts to them without my initials and signature in the place they are supposed to sign? I need help setting it up please? I need to set up a new account strictly for my clients?

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?

How do I add my middle name to signature?

Hello everyone,I’ve got some questions regarding the export of events, generated by employees to a company’s SIEM. As a security team’s representative, I’m interested in enhancing the monitoring and security of this system in my company, so I want to know if it’s possible to export this events to SIEM systemOur company has eSignature Business Pro Edition Plan and I have read the DocuSign has a Docusign Monitor, which can detect potential threats and it also has a pre-built alerts and SIEM integration capabilities, but unfortunately our plan doesn’t have this DocuSign Monitor. Are there any other ways to export the event logs to our SIEM system? Thanks everyone in advance.

We have been successfully using the API end-point since around March 2024 with a custom built plugin in WordPress Gravity Forms on our USA server. The custom plugin uses the composer package docusign/esign-client ^6.10 behind the scenes. In mid august we migrated our setup to new server in the EU. Since migrating to a fully patched ubuntu 24.04 server (no java or log4j), using a LAMP stack, all of our API calls get HTTP 444 with the vague error message “The custom error module does not recognize this error.”If we run “curl -v  https://na4.docusign.net/restapi”  on the cli from the new server we receive this response: < HTTP/1.1 444 < Content-Type: text/html< Vary: Origin< X-Content-Type-Options: nosniff< X-DocuSign-TraceToken: c247ca85-1505-4838-9d76-693daec3245d< X-DocuSign-Node: SE101FE106< Date: Wed, 08 Oct 2025 17:14:15 GMT< Content-Length: 54< Strict-Transport-Security: max-age=31536000; includeSubDomains< * Connection #0 to host na4.docusign.net left

How are you using Docusign to make your agreement processes smoother and more efficient? Share how you use Docusign to simplify workflows, move faster, or get more done. Add your comment on this thread with the Community this month and you could win a $150 gift of your choice from a Loop & Tie gift collection.Maybe you’ve:Streamlined vendor agreement reviews with Navigator Built a creative workflow with Maestro Accelerated turnaround time with eSignature Simplified contract reviews with CLMWhatever your story, we want to hear how you’re putting Docusign to work. Beyond the prize, this is about learning from each other and inspiring others to use Docusign in new ways. How to enterComment below with your use case Share the challenge or goal you set out to solve, how you used Docusign to tackle it, and any impact you’ve seen as a result. Optional: Add a screenshot or short explainer video via Loom link to bring your story to lifeHow we’ll pick the winnerOn Oct 31, we’ll choose a winn

​Hello,​I am trying to achieve a specific email notification workflow with the eSignature REST API, but I'm running into an issue.​My Goal:​I have an envelope with one embedded signer (clientUserId) and several CC recipients (carbonCopies). My desiredworkflow is:​The CC recipients should receive NO email when the envelope is sent.​After the embedded signer completes the signing, both the embedded signer and all CC recipients should receive the final "Completed" notification email.​What I've Tried:​I have tried two approaches, but both have failed:​Attempt 1: Using routingOrderI set routingOrder: 1 for the signer and routingOrder: 2 for the carbonCopies.​Result: The CC recipients still receive an email immediately when the envelope is sent. This email contains a "live view" link to the in-process document.​Attempt 2: Using suppressEmailsI kept routingOrder: 2 for the CCs and added "suppressEmails": "true".​Result: This successfully stops the initial email to the CCs. However, it also st

Imagine a scenario where I send an envelope to several recipients containing some documents (let's call this the "first batch"). Later, I send a new document inside this same envelope. If any recipient hasn't completed signing the documents in the first batch, the new document is sent to them as usual. They receive an email notification, and upon opening it, they can view both the documents from the first batch and the new one. However, another recipient who had already completed all the pending signatures for the documents in the first batch isn't sent this second notification with the new file. I'm developing this functionality in PHP with the eSignatureAPI + e-sign client sdk.I'd like to know if it's possible to create this functionality. And if so, how can I do it?

In web forms I would like to inbed a URL in a description in a field. 

I’ve been using Power Automate to send/track agreements sent by our legal team for about a year. Sending an envelope inserts a record into our MSSQL database, and the tracker PA updates the row when an envelope status changes.The contracts team recently reached out and wants to start recording the reasons that envelopes are being voided/declines. Previously I was just tracking if they were or not, but added a new column to the SQL table for ‘reason’. Capturing the reason for future envelopes has already been implemented, but I have ~350 voided envelopes I would like to retroactively access the ‘void reason’ for. I have all the envelope IDs that I need, but is there an API endpoint that I can call to get the void/declined reason? If I have to make two PAs (one for void, the other for decline, as the JSON packages are slightly different), that’s fine. I just haven’t found anything that works so far. Thank you!