Unanswered questions

Help with sent link expiring before it should.

We have been experiencing the DocuSign links we send to our customers expiring before they are set to. We have them set to expire 120 days after sending and remind every 7 days. However, for the past 2 weeks we have had customers call us only 4 days in to tell us their link has expired. We can “resend” it and it will successfully open it with saved information. But, this is becoming a bit of an issue. Thoughts? Please keep in mind we have been using DocuSign for over 4 years with no issues like this. We have not changed any settings.

37 minutes ago

bhuvaneswaryNewcomer

Envelope creation stopped working for some of the users

Recently, some our Docusign users with DS Sender permissions have been experiencing issues sending envelopes from the Docusign platform. When they click on Envelopes and then Send an Envelope, the action receives no response and after a few minutes, the request fails with a ERR_CONNECTION_RESET (201) error. This issue is occurring intermittently for some of our users.Anyone has faced similar issue?

7210

1 hour ago

toniguad74Newcomer

expired link HELP HELP!!!!!!!

i was sent a doc to sign ,I signned it now the link expired is there any way to pull that doc back up again please anyone that can help me get my doc pulled up HELP HELP!!!!!!

334

1 hour ago

jerinthomasNewcomer

Doc Content gets Distorted

When sending out documents to clients to sign , the data is getting distorted . Eg . The ‘Table of Contents’ page gets jumbled , the topics and their page numbers usually have spacking between them but now they are close to each other . As seen in the image , in the first line , the number ‘8’ should be below the ‘Page’ title . TL DR: “ when you upload a contract to Docusign , it distorts the content page when sent for signature “

224

1 hour ago

LiLaraNewcomer

Getting rid of the sign frame

Hello, I have a quick question. I want to get rid of the frame around the signature. I have changed my settings. I have cleared the cache. I have done everything. When I go sign the document, the frame continues to appear. I do not want the frame. How do I fix this? I have tried to sign it on the mobile app, but it continues to crash, and I cannot. Thank you for any help in advance.

2843

Link to next step when using multiple workflows

JohnSimpNew Voice

Docusign Partners

I’m wondering if “Link to next step” feature still works when having multiple workflows. Specifically, I have a Choice step that runs in workflow A. Then a few other engine steps happen, then the workflow continues to Workflow B. Workflow B has another Human step (choose users step). If I have “link to next step” checked for my Choice step should the Choose Users step bring the user right into the step where the user chooses a user? Currently my test are showing that the user is redirected after the Choice step, back to the document but they need to first click the blue button “Choose Users [Start]” before being able to directly choose users. It would seem to me that the user should be brought directly into the Choose Users area without having to first click a button. (However, I’m not sure if having the two workflows would change the “link to next step” behavior)

615

Ability to capture the step failure details text in CLM

JohnSimpNew Voice

Docusign Partners

I want to capture the Output of the Failure for a particular step in CLM. It appears that none of the carrot variables provide this level of detail. Does anyone know how to capture this information (in a variable?) so I can use it in a downstream Workflow step?

444

Populate data in Word document and send it to sign via API

gorenkovNewcomer

eSignature API

Hello there.I need help with implementing the eSignature API. I have a simple Word document with variables - {{contractor_name}}, {{contractor_email}}. How can I use the API to update this document and populate real data instead of {{contractor_name}} and send it to the recipient?- I tried to use textTabs and send all the necessary data in one request, including a Word document in Base64 - the fields didn't populate.- I tried to manually create a template using the web UI, upload a Word document, manually add sender fields, and then made a request to update these custom fields (docGenFormFields). Nothing. ChatGPT assumed that docGenFormFields wasn't turned on in my account. But how to turn it on, I have no idea.I'm using the developer sandbox account. Can anybody point me to how to implement field population via API?I've used:Document generation manual - https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/documents/document-generation/Prefilled tabs - https://develope

KDARHDA2025Newcomer

How do i assign template fields to a Role but not a signing role

we have a template we want to use for a bulk mailmerge. the cSV mailmerge template requires a ‘role’ at the start of each column. How do i assign to a role that doesnt require a signature?

4 hours ago

whaliimNewcomer

Salesforce/Apex Toolkit

Salesforce Apex Toolkit cannot override Email subject from Docusign Envelope template

Hi, I have created a Docusign Envelope Template (dfsle__EnvelopeConfiguration__c) with name “Opportunity Document”. I also used Docusign Salesforce Apex Toolkit to send the Email and adjust the email subject and email message dynamically. However, the email subject is not being overwritten by the code.Relevant Apex Code:Id mySourceId = opportunityId_i; // Opportunity ID// Create an empty envelope.dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(mySourceId)); // Use a Salesforce Contact ID as a RecipientContact myContact = opportunityIdToContactIdMap.get(opportunityId_i);// Use the Recipient.fromSource method to create the Recipientdfsle.Recipient myRecipient = dfsle.Recipient.fromSource( myContact.Name, // Recipient name myContact.Email, // Recipient email null, //Optional phone number 'Signer', //Role Name. Specify the exact role name from template new dfsle.Entity(myContact.Id)); // Add Recipient to the EnvelopemyEnvelope = myEnvelope.withRecipients

4 hours ago

Jochen HomborgNewcomer

Selecting and deselecting the checkbox rewrites the subject line.

Hello,I noticed the following. If, in a template with a predefined subject line, the ‘Customise email and language for each recipient’ checkbox is selected and then deselected again, the predefined subject line is overwritten with the file name of the stored template. The subject line remains unchanged even if the checkbox is selected again and must be adjusted manually. The email text itself remains unchanged.

153

12 hours ago

ServeshConversation Starter

CLM

Query recipients from Review and Send for Signature step

We have a requirement to send a document using the "Email Document" step to the same recipient used in the "Review and Send for Signature" step. However, we’re unable to retrieve the recipient details during runtime, as the step doesn’t provide any useful output. Additionally, we can't predefine the recipient to use a common variable across both steps.Is there a way to dynamically access the recipient information—perhaps using XPath or a system variable—so it can be reused in the "Email Document" step?

AlwaysGroupNewcomer

Hello, community!I’m having trouble publishing my app to production. I had already started the process, but it was rejected due to not meeting the requirement of 20 test requests. After completing this step, I resubmitted the request, but now the go live status only shows “error”, without specifying what went wrong. In addition, I no longer have the option to resubmit. I reached out to support, and they advised me to look for a solution here in the community.

181

1 day ago

Norman FosterNewcomer

Docusign Admin

Docusign Custom Email Domain for Demo environment & How to Test in DEMO

Hello,We are wanting to establish a custom email domain for use with templates we have created. I have been told this is available with the plan we are currently on. My question is can the custom email domain be established for testing in our demo environment before we move into our production environment. How can the custom email domain be added to our demo environment? Is this a support ticket that we would open? Is it possible to have the Organizational Admin role in both the demo environment and production environment ? From research on your support site I believe this role allows for the custom email domain to be setup by that admin “ self service “ ? Or for the demo environment do we need to open a support ticket to have someone on the Docusign team help us Thank YouNorman FosterBusiness Technology Analyst

211

1 day ago

Rosa LealNewcomer

Docusign Admin

How to remove a user from a shared envelope previous and new version

Good morning,I noticed that the shared envelopes module are being updated.I’m unable to remove a user from a shared envelope that was configured before DocuSign team updated this module.I followed the new instructions (please see below), but the use does not display in this list and still displaying in the previous list (where the users who belongs to my shared folder displays)I also want to keep the user in the same organization as he has other envelopes that he is responsible for.Any ideas on how to resolve this issue? View or Remove Shared Access with a UserLast updated: Jul 26, 20251 min readTagsDocusign eSignatureAs an administrator, you can view and manage the shared access with a specific user. The Shared with [User Name] page shows the list of users that the current user shares access to their envelopes.From the Accounts view, select Users. Locate the user that you want to manage sharing settings for, and select Actions > Manage Shared Access. Select Shared with [User Name].

436

SeeBeeNewcomer

Error when I true to use the docusign button that was sent to me in an email

Hello, Can you please help me? I am unable to access docusign documents sent to me. When I click the button in the email I receive I get an error message. I pasted it below. This happens both when using a VPN and not.

202

DillonSnethkampNewcomer

Improve Text Field Functionality with Wrapping & Line Breaks

Currently, text fields feel extremely limited. If I need to type more than ‘x’ characters, the text does not wrap to the next line but instead runs off the page. This forces me to create multiple separate text boxes just to capture a single message. In some cases, I’ve had to make 10+ text boxes for what should be one continuous entry.It would be much more user-friendly if text fields automatically wrapped text and allowed line breaks (e.g., pressing “Enter” to move to the next line). This seems like a straightforward improvement, and I believe many users run into the same issue. Adding this functionality would save significant time, improve readability, and make DocuSign far easier to use for longer entries

322

Anchor Tags and sending to multiple people via salesforce

StephDCTeamNewcomer

DocGen

hello!I am using Docusign Gen + ESignature to deliver documents via Salesforce. I am using anchor tags in my docusign gen document. i AM asking for advice on how to send to the document to multiple contacts at once where they can all fill out the fields on the document. for example: i have 3 client contacts to send the document to who could fill out document, however only need one signature.my fields in my document are not specific to any signers - i want anyone to be able to complete the information in the document. how do i build that signer order to accommodate this request?

244

vishnuNew Voice

Can i add another Email address as a sender in Docusign Emails?

In Docusign email notifications, the sender currently appears as the account's email address. Is it possible to add another email address so that the messages show more than one sender?If yes, how can this be configured?

222

Dan Harris OlympiaNewcomer

How to configure a document for sending to 3 people from same company and first approver moves the document onto next company

How do I configure a document that requires one signature out of 3 people from same company ie one line in the doc for a signature so that the first approver moves the document and the others that didn't sign do not stop the workflow for the next company to sign. Currently when I set-up multiple approvers when the first one approves it will not move onto the next company to approve.

142

Mayo ClinicNewcomer

Why are some users prompted with a verification code and others not?

We have some users of Docusign (not Signers) that get prompted to re-login if the system times out and then they get sent a verification code while others just get prompted for the password & get right back in. What is different in their settings that we need to fix to avoid the verification code action? Just to add, the users getting the verification code are NOT using a new browser or system.

132

Webform Data via scheduled report

kkstephensNewcomer

Web Forms

We are using a webform to collect data that is then being transferred to another system. The key is getting the CSV download so that we are not retyping the data. The volume of transactions requires that we look at transactions daily. When we ‘download’ at the template level, we get everything, and then have to filter down to the ‘new transactions’. The most efficient would be to schedule a report, but when I look at the webform data report, it does not allow scheduling, and it doesn’t give the date granularity I need- preferable I would want a daily report that says show me yesterday. Any thoughts on how to make this a usable, efficient process?

312

VanesablNewcomer

Envelopes about to expire

Hi, I have several envelopes that were sent, and I can see in the status that they are about to expire in 3 days. What can I do to extend the expiration date? I don’t see an option to correct them.Thanks!

142