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Is there a way to upload a document, add my signature and also add fields for my recipient before sending?

Hi everyone! I’m Mary, a Sr. Product Marketing Manager at Docusign, focused on helping customers get more value from their agreement workflows. I’m excited to connect with this community and learn how different teams are approaching document generation.One recent Templates update I’m excited about is support for third-party dynamic table filters in Agreement Template Builder and Word Template Assistant. This makes it easier to bring only the most relevant data into a generated document, helping teams create more tailored outputs while reducing manual cleanup.I’d love to learn from the community: how many document generation templates are you currently managing in Docusign, and how many templates were you managing before Docusign? What has made the biggest difference in keeping your template library manageable?

For most accounts that I setup I have the option to pick SSO from security….but for some reason...some random accounts...I only get the ability to setup the access code….I am not sure what makes this pop up or how to change it where the SSO option pops up each time.

I have loaded a version of my document generation for NDAs but when it gets generated in the system, the formats change.  Can someone help me figure out if there is something needed on the formatting end to get it to show?  I have removed and replaced multiple times and when I see the document in my CLM folder it is perfect and showing two columns, but when I fill out the form fields and generate a document it removes the two column and changes it to a single column.There is also a conditional logic I added but I made sure that there were spaces between the logic and the start of each text lines.  Any ideas?

Hello!How should the Watermark Document step in CLM be used? I need to add an image do the document, but the image becomes pixelated after going through this step. I’ve already tried using several different image sizes, but images largen than 100x100 become very large, as if the step automatically scales them up.Is there a recommended or specific image size/resolution that should be used with the Watermark Document step to avoid this issue?

I noticed that Docusign recently changed the options for how agreements can be displayed. There is no longer a sent option. Does anyone know if there is a way to change it back? Once a document is completed, I have further action outside of Docusign that I need to take, so by having my completed documents all show up in the Completed list display once they are done, I have to now keep a list to track which Completed ones I have processed. When everything showed up in my Sent display, I could move the completed documents to a folder and know they were fully complete. Any ideas?

We have a requirement to change the verbiage of the message when the Envelope is voided.We wanted to change this highlighted message. Please let me know if it is possible to change. Regards,Monika

I work in our companies AP Department, so the forms I am getting signed are high-cost invoices that need approval before they are paid. Most invoices are valid and are to be paid, but occasionally invoices are not valid and therefore should not be signed. I set up a dropdown with 2 states, Approved, and Disputed. When Approved is selected I have the conditional field set to reveal the signature box, and when dispute is selected, A box appears with “UNDER DISPUTE” in bold. The issue I am running into is that the dropdowns all become connected to each other. I imagine its because I am merging the recipients? Each envelope is a stack of 3 different invoice types that need to be signed off on by 1 to 2 people, with a specific signing order. I use templates for each of the invoice types, but all need to go to A, then some need to go to B when A is done. I HAVE been checking “Set Signing Order”, then changing all of the A signers to 1, then adding the B signer and setting them to 2. I then g

What should I do in DocuSign if an envelope has already been sent but is returned with the message:“The documents you sent for electronic signature could not be delivered to this recipient”?Can I correct the recipient’s details and resend the same envelope, or do I need to create a new envelope?

Is Docusign helping your team work more efficiently? We're conducting a study to better understand the impact of the Docusign Platform across Sales, HR, Customer Experience, Procurement, and Legal teams. We're looking for department-level insights into how organizations use Docusign to streamline workflows, improve productivity, and drive measurable business outcomes. We'd love to hear from you! Take our short, anonymous survey to share your experience and help us better understand the impact of Docusign on your work. 🎁 As a thank-you, eligible participants may receive a $75 eGift upon completing the full survey.* 👉 Take the Survey Your feedback will help us develop industry benchmarks, identify opportunities for improvement, and better understand the value Docusign delivers to teams like yours. Thank you for being part of the Docusign community! Linda TsanSr. PMM - Docusign 

We have customized the DocuSign resource files for both Agent and Customer email notifications. However, we have identified an issue with reminder emails when an Agent recipient has not yet sent the envelope to the Customer. When a reminder email is generated and the Agent has not sent the forwarding DocuSign document to the Agent, the email content uses the Customer (EnvelopeActivation) template instead of an Agent reminder template. It would be a nice feature to have reminder templates for each.

Hi,We are considering using Docusign Stamps in a B2B process.Our company would send the envelope, and the customer would upload their own corporate stamp image and apply it to a document within the envelope.From the customer's perspective, we expect a security concern such as:"If we upload our corporate stamp image to Docusign, how is the image protected from unauthorized access or reuse?"We understand that Docusign records the signing/stamping activity as part of the electronic transaction and that the stamp used is recorded in the Certificate of Completion.However, we would like to understand how Docusign views the security and appropriate corporate use of an uploaded stamp image itself.Specifically:How is an uploaded stamp image stored and protected? Who can access or reuse the uploaded stamp image? Can the sender of the envelope obtain or reuse the customer's uploaded stamp image? Is the uploaded stamp image reusable only by the signer who uploaded it, or can it be used in other co

I am trying to sort my OpportunityLineItems by two fields in a word template for Gen.I wanted to sort by Recurring_Product__c and then by UnitPrice. No matter what I try i keep getting errors. This is my current tag: <# <TableRow Select="./OpportunityLineItems" OrderBy="Recurring_Product__c ASC, UnitPrice ASC"/> #>Which produces the OrderBy attribute is not declared. Any help is appreciated. 

I am trying to get in touch with Docusign Support to troubleshoot envelope deliverability issues. I have tried to start a chat as instructed on the Support page [https://support.docusign.com/s/contactSupport?language=en_US], but the “chat with us” button does not work.How can I get in touch with Support if I am testing things from a developer account?