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Hi Team,My company has the docusign IAM Standard plan. And I have the admin status. While sending envelopes, I am trying to create custom tabs to include in the envelope. But when I click on Save, I am seeing the following error - This Account lacks sufficient permissions to use custom tab (screenshot shared for reference). Docusign AI says that my current plan includes this feature.In that case, can you kindly help me understand what this error means and how to resolve it?Thanks!Best Regards,Pallavi

With DAL when sending a contract to the customer, the User and Contact within Salesforce are merged into a single search field. Is there a way to separate User records with Contact records similar to DFS?

Do you feel your Agreement Desk requests require too much manual work? Are you looking to streamline your business processes in IAM so agreement are reviewed, approved and signed faster?  Updating an Agreement Desk request with details like assigning an owner, updating statuses, setting due dates, sharing the request and assigning tasks are necessary but can be tedious. But with the capabilities of the Docusign Workflow Builder, we can help to solve for these issues.By combining the capabilities of the Agreement Desk with the Docusign Workflow Builder, you can remove many of the manual and time consuming work involved and accelerate your agreement lifecycle!Here’s how to get started creating a workflow from an Agreement Desk Request:Open the Workflow Builder by going into the Agreements Page and selecting Workflows in the left panel Click Create Workflow in the upper left, then select +Blank Workflow Click Add Workflow Start Choose From an Agreement Desk request in the Select a method

Dear DocuSign Billing Team,I am writing to dispute a recent charge and request the immediate cancellation of a subscription billed to my personal credit card.Account Information:​Account ID: *PII removed* Account email:  *PII removed* Payment card: personal credit card ending in ****Background:​In 2023, I registered this DocuSign subscription on behalf of my former employer, Yo-ren, and paid the annual fee (approximately USD 300) with my personal credit card. I left Yo-ren on October 31, 2024, and have had no involvement with this account since then. I neither authorized nor benefited from any subsequent renewals, including any charges made after my departure.The issue:​On October 25, 2026, DocuSign charged USD 990 to the same credit card — more than triple the original subscription amount. I was not notified of this charge and did not consent to it or to any change to the plan (such as added seats, plan upgrades, or add-ons). As I have had no affiliation with Yo-ren since October 2024

Have you seen the latest AI-Assisted Review update? Playbooks can now stay private until you’re ready to share them, with a new Share option and My vs. Shared with me views. This gives teams more control as they build and refine review standards before rolling them out more broadly.We’d also love to learn more about your current agreement process: On average, how much time does it take from the initial agreement request to a completed agreement draft? Even a rough estimate or range is helpful. If it varies by agreement type, feel free to share an example.

Hi,We are currently reviewing how we can expand our use of DocuSign within our company.At present, we primarily use DocuSign for bilateral documents such as contracts, where both parties participate in the signing process.We are now considering expanding its use to documents such as purchase orders and related response documents. Currently, these documents are often exchanged by email. From a governance perspective, we would like to minimize email-based document exchanges and manage the entire exchange through DocuSign where possible.One scenario we would like to achieve is the following:A customer initiates the process using our company's DocuSign environment. The customer uploads a purchase order and signs/submits it. The workflow then moves to our company. Our company receives the customer's purchase order within DocuSign. Our company uploads the corresponding response document (for example, an order acknowledgment) to the same envelope and signs it. The envelope is then completed,

Docusignの入力欄に文章をコピー＆ペーストした際、一部の文字が「□」と表示される事象について、改善をお願いいたします。■ 利用状況と業務上の課題当事務局では、電子契約による申込書の締結依頼を行っています。クライアントから提供された署名情報や必要事項は、手入力による誤字・転記ミスを防ぐため、コピー＆ペーストで入力することを運用ルールとしています。しかし、貼り付けた内容の一部が「□」と表示される場合があり、情報を正確に反映できず、確認・修正作業が必要になっています。氏名や役職など、正確性が求められる項目で発生するため、安心して利用できるよう改善を希望しています。■ 直近で確認した事例・氏名「勝巳」の「巳」が「□」と表示される・役職「代表取締役社長」の「長」が「□」と表示される本件はサポート窓口へ問い合わせ済みです。その際、コピー元の文章のフォントが影響している可能性について説明を受けています。また、サポート担当者からは、同様の事象について複数の企業から問い合わせが寄せられていると伺っています。■ 改善をお願いしたい内容 コピー＆ペースト時の文字化け防止 コピー元のフォントや書式に左右されず、文字が正しく表示される仕組みをご検討ください。例えば、貼り付け時に書式を自動で取り除き、対応フォントに統一する機能などを希望します。 対応する文字・フォントの拡充 人名や役職などに使用する日本語を正確に扱えるよう、対応する文字・フォントや、表示できない場合の代替表示の仕組みの拡充をお願いいたします。 表示できない文字の検知・通知 正常に表示できない文字が含まれる場合、送信前に対象箇所と対処方法を確認できる機能を希望します。 対応範囲・回避策の明確化 現時点で対応している文字・フォントの範囲や、推奨する貼り付け方法、文字化けが発生した際の回避策をご案内いただけますと幸いです。 コピー＆ペーストは、入力作業の効率化だけでなく、転記ミスの防止と情報の正確性を確保するために必要な運用です。利用者が手入力で修正することを前提とせず、安心して利用できるよう、前向きな機能改善をご検討いただけますと幸いです。どうぞよろしくお願いいたします。

I have a free Docusign account. I have recently executed multiple docusign documents which were sent to the same email as the one I use for my Docusign account. At the end of the execution process, I get a link to take me to the fully executed document and when I click it I get a “link broken” message. My docusign account has no agreements in it at all despite all of the executions I have recently performed. From what I can gather, I must pay Docusign for technical support.  Is this a common occurrence? That a user’s executed documents get thrown into a black hole from which they can only be recovered if the subscription ransom is paid? Is anyone aware of a “trick” to get actual Docusign support to regain access to my executed documents w/o paying for a subscription? Thanks in advance!

I paid a monthly subscription to get some documents signed. I did it with an e-mail account that was invited to a team.Today, I couldn’t access that account. I couldn’t reset the password because it says there’s no account associated to my e-mail. So I created a new account with the same e-mail of the one I had the paid version. Now this new account does not show as paid, and my document is nowhere to be seen. I cannot log in in the support center webpage because I get the error from the attached image, so there is technically no way to contact support for me. I tried a different browser, and I also tried incognito mode. I keep getting the same error. It is urgent that i need my document. How can it be that a paying costumer can get no access to support?  

I use docusign in the salesforce platform and am curious if anyone knows how to adjust whether ALL or NONE of the documents generated from a specific DocGen Template can be pre-selected?  Currently, ALL documents are pre-selected...which makes sense for docgen templates that use logic to create specifc docs packages.  We also use certain docgen templates to gain access to a list of documents that we want/need to manually select as options.   When they all pre-select, we have to manually unselect several documents,  which proves to be a huge time s*ck.

Hello, we implemented a custom method to use a existing envelope template and change the order of the documents;added custom Merge fields and positioned them on the Document.The fields are displayed correctly on the document - signing also works and we get the response of the envelope that the document has been signed.But the data has not been written back to Salesforce. public class docusign_DocuSignEnvelopeService { @future(callout=true) public static void processDocument(Id recordId){ try{ List<dfsle.Envelope> envelopes = new List<dfsle.Envelope>(); SBQQ__Quote__c quote = [SELECT Id, Name, SBQQ__PrimaryContact__r.Name, SBQQ__PrimaryContact__r.Email, cpqde_BankAccountOwner__c, cpqde_BankName__c, cpqde_SEPA_Consent__c FROM SBQQ__Quote__c WHERE Id =: recordId][0]; dfsle.Envelope envelope = createEnvelope(quote); List<dfsle.Document> documents = attachDocuments(quote.Id);

Hi DocuSign team and community,I'm running into a blocker on my Developer Sandbox account and would appreciate guidance, as this is preventing me from validating the multi-signer workflow before our production rollout.The problem: I create an envelope from a template with 2 or 3 signers in sequential routing order. After sending, the envelope status shows as Sent in the envelope history, and the history confirms the email was dispatched to the first signer's correct address. However, the email never arrives. Not in Inbox, not in Spam, not in Promotions, not in any folder. Because routing is sequential, signers 2 and 3 are also never notified.What I've already verified on my side: recipient email addresses are correct (double-checked character by character), tested with multiple real email providers (Gmail, Outlook, corporate domain) with the same result across all of them, checked Inbox, Spam, Promotions, All Mail and Trash, the envelope history confirms Sent status with the correct re

I have one small set of users who (after 10 years of using DocuSign) wants to use the time stamp with date signed field.  All of our other 1.2k users have been using DocuSign and have built templates off of the space allowed for date only (Jan-20-2026).  Is there a way to use a Regex pattern with a text field so that they can set the format of the field to whatever they want without affecting all users?  If so, can you provide the steps on how to do this?

Over the past week, DocuSign restructured its default folders, resulting in the removal of the Inbox and Sent folders from the navigation menu. Unfortunately, the available default search and filtering options do not provide the same functionality or ease of access that these folders previously offered.When we raised this concern with our DocuSign Customer Success Manager, Laurie McPhee, the response essentially confirmed that this functionality is no longer available.While system updates, enhancements, and modernization are expected and often welcomed, removing fundamental tools that end users rely on daily is not an improvement. These basic features contribute significantly to a system's efficiency, usability, and overall success.Eliminating established functionality without providing an equivalent or improved alternative demonstrates a concerning disconnect between product development decisions and the practical needs of the end users who depend on the system.True innovation should

Hello, the ‘chat with us’ link doesnt seem to be working, I have tried to follow the guidance provided but still no luck. 

Hi, We are currently migrating to DocuSign App Launcher. While the old object is working fine with Salesforce Connect, the new objects fail to insert. I’m trying to create Envelope Status object in Salesforce followed by a Recipient Status when a User uses DocuSign to create envelopes instead of buttons inside Salesforce.It fails to insert Recipient Status giving a required field missing error - which is the previous DocuSign Envelope StatusHas anyone come across such an issue or worked on something similar ? 

My lender sent a DocuSign message that required I answer a series of Knowledge Based Authentication (KBA) questions. However, NONE of these questions had anything to do with me, my history, vehicles, property owned or resided at, or people who I’ve known. When I answered that I never lived in any of the location, owned any of the vehicles, do not know any of the people listed, etc, the authentication failed and I am unable to sign the documents. I suspect this may be due to the fact I requested LexisNexis to delete my data earlier this year. But why am Ibgetting random questions completely unrelated to me?