Core Capabilities

I would like to use custody transfer rules with Powerforms.  I want to have the same “offers privacy” of the envelopes appearing that they are sent from a generic email address on our domain, and I need the ability for the sending department group to be able to check on the envelope status and resend the envelopes.  If i understand how this works with templates, there is the ability to transfer envelopes “prior to first send” however, there is no mention of this working with Powerforms.  We use SSO so I do not want users logging into docusign with a generic domain account. Please let me know if there are any differences in functionality.  

Hello - We are currently signed up to a trial and as a real estate agency often need to send terms out to clients. We send the same document repeatedly but have to manually enter in all the required and optional fields throughout the document each time. How do we set these documents up to automatically generate these fields and is this option limited because we are currently on a trial? 

Hello,I’m unable to pass the identity verification process using my passport.Could you please check what is going wrong on your side?My passport is valid (expiration date: June 2031).I noticed a consistent pattern: On the first attempt, the system always rejects my passport with the error "Wrong document shown", even though I’m using the correct document. On the second attempt, the passport is accepted, but the recognition process takes a very long time. After completing all steps, I receive the final error: "Your identity has not been verified". The sender of the document cannot change or disable the verification requirements, and I urgently need to sign a work contract. I’m at risk of losing my job if I cannot complete this process.Could you please investigate my case and advise what can be done?Thank you in advance.

I went to signature adoption page and all entries were identical in standard block type. So I gave up and adopted one and clicked ‘sign’. Surprisingly, a cursive signature showed up! Of course it was not one I would ever have chosen and you don’t make it simple to change, even if I could see the cursive back on the selection page.So this is a bug that needs fixing. And make it easier to permanently adopt a particular signature.

Hi, does anyone know why I am receiving this error message when I try and upload a file:Error uploading TEST.pdf: DOCUMENTS_EDITOR:UNSUPPORTED_PDF_CONTENT

I want to load the data from a CSV file into a running workflow to populate a variable so that I can use that data inside the workflow.  i tried create a variable from csv but are doing something wrong as its failing.Thanks for any assistance

It appears that AI is now scanning documents and alerting the document owner when a document has the words “expiring” or “expiration” or perhaps even just finding dates and then adding a notification to the home page for the user that a document is expiring soon. This is actually not very helpful since I have documents that list details of an expiration date for material that is being used in production. The document is not expiring, but the notification gives the impression that it is. How do we turn off this functionality when it is not useful? 

"I have around 40 documents in DocuSign, and I'm trying to reorganize them. Is there an easy way to move and reposition multiple documents at once? Currently, I can only move one document at a time by dragging it with the mouse, and even then, it only shifts by about two rows. Also, I can't select more than one file at a time. Is there a workaround or a feature I'm missing?"Thanks

I just created a group in Docusign Admin.  When i go to add users there is no search.  I have 7195 users.  scrolling through them all is not very good.Thanks 

is is possible to set up defaults on our accounts so that we are not changing every single field when setting up an esignature file? I want to be able to start a file to send to a client and not have to go and change the font and color for every field. it is super cumbersome. 

Does anyone have any suggestions to support a junior team member pass the CLM Admin exam?  The team member has missed the passing score by 2-3 questions on their two attempts.  Access to Docusign University expired a month ago and will not be renewed.  

Hi,I am fairly new to DocuSign. I have successfully sent one ‘Bulk Send’ file two weeks ago. Now trying to send another, I am getting a ‘Bulk Send Error Message’ stating; Tab is placed off of the page. Tab is located off page 1.  I have ensured the check box is inserted within the margins of the document and sent using a CSV file but still getting the same error message. Any thoughts appreciated.    

When users go into the document to edit , the compare previous version option at the top of form is always on the document spins through the compare previous version cycle prior to them having the ability to edit..Is there a way to shut this option off?  

When trying to sign a document via Gmail or GDrive using the Docusign eSignature for Google Workspace add-on I’m getting “DocuSign encountered an unexpected error. Please refresh and try again or contact support.” error message. Clearing cache, switching network, using a different browser doesn’t help. The add-on  installed by admin and is allowlisted.

I'm getting this error:Error uploading CO ALF SIGN 09 15 23.pdf: DOCUMENTS_EDITOR:UNSUPPORTED_PDF_CONTENTIn the past I have used DocuSign and now want to come back but all my “old” pdf’s no longer are allowed to be uploaded and give an error. I have tried flattening the layers but there were not layers to begin with. So basically, like from 2023 ro now these are the same pdf i used in the past? attached is an example/ 

I have a free docusign account I’ve had for years.  I received a document to sign and imported a signature written on an 8.5x11 sheet.  Sent it back.  It cannot be accepted because the actual signature is too small.So, I need to change my signature.  I cropped it down and am trying to import the cropped signature.  Nothing works.Within the document I need to sign, neither left clicking or right clicking brings up the “EDIT MENU”So, I go to my account.  I log in, and go to my “MANAGE PROFILE”.  No signatures show up.  Only name, address, etc.  I go to my profile and click on “SETTINGS” and there’s nothing there about a signature either. HOW DO I CHANGE MY SIGNATURE??? I would be glad to delete my account and open a new one, but I didn’t see the option of doing that except for the 15 day trial.  I’m an individual.  I don’t need to pay to sign documents.  I shouldn’t have to go to all this trouble to esign documents.On the “Why Can’t I Change My Signature” section of the docusign web page

On startup of the print driver, once it is idle you get a popup notification at the bottom right corner of the screen that says that the driver is idle. This is unnecessary and I don’t see a way to turn it off.

We are sending hundreds of contracts for our clients to sign weekly but we need them to sign with a signature matching their ID. When they once adopt an incorrect signature and we send them a new envelope to fix the signature, they are unable to change it. There’s no way to do it. This is the most basic functionality of DocuSign and users should be able to access the signature adoption window again and update their signature. Online support has not been able to resolve the issue or even schedule a time for a videocall in 3 weeks time and all the community chats seem to not know the answer to this issue either because there isn’t one. This should be an easy fix for your IT department!Can you please create a support article that is plainly for free users trying to change their signature after setting it, and clearly state that this is impossible. Then list the steps for contacting the sender so they can make whatever changes are necessary on their end. It will save many people hours of t

HelloI have the Attach certificate of completion in Admin→Envelope Delivery set to disable   However,   i have one use-case using a DocuSign Template,  where I would like the CoC attached to the email is it possible to enable Coc attached to an emal notification only when using a particular template,    while leaving the admin certificated of completion disabled for other users?  

Docusign Web Forms currently support a basic, single-column layout for form fields. While this works for simple forms, it limits design flexibility and results in unnecessarily long forms — especially on desktop or tablet devices.Layout/UI improvement requests:Multi-column layouts: Allow 2-column or 3-column grids for placing fields side-by-side (e.g., first name / last name, city / postal code). Drag-and-drop visual layout builder: WYSIWYG editor for arranging fields visually on a grid instead of strictly top-to-bottom. Snap-to-grid functionality and column resizing. Custom styling & spacing controls: Padding/margin options between fields. Divider lines or subtle background colors for sections. Optional custom CSS or style presets (aligned with company branding). Better and flexible upload attachments buttons (as it is in eSignature templates)Flexible field grouping and sectioning:Create sections or panels with titles, borders, or collapsible headers for better organization.

I am able to pull reminders via the API but is there a way to report on reminders in the CLM reporting module?

Dear DocuSign Support,I am a DocuSign user with a 1,000-envelope plan, and since yesterday I have been completely unable to send any document for signature. This issue is seriously disrupting my work and causing significant professional and financial harm, as I am unable to complete several urgent closings.It is also impossible to create a support ticket or contact DocuSign directly through the usual channels, which makes the situation even more critical.Please treat this matter as urgent and provide immediate assistance so that my account can be restored to full functionality.Best regards, 

Hello DocuSign community,We have installed a DocuSign package in our org however we encountered an administrator as status ‘Pending’ the rest of our users are in status ‘Active’, please help me out what actions are needed to change the status of this user. Please see attachment for reference. 

I have a template that I used to create a web form.  The webform works as expected.  Later I needed to change the validation of three text fields to date format.  1st Question - are dates allowed as validation for text fields in webforms?  (assuming yes)Here is how I changed the validation of the field:Edit web form. Edit templates fields. Changed validation of the desired field to date with the default mask. Save & CloseNow the link to the field is broken. When I View template connections I see:Under the WEB FORM FIELD column “--connect web form field-- Under Template field the name of the field I changed which in this case is Incident date.Clicking on the --connect web form field-- doesn’t do anything.  I CAN type the API reference name, which is Incident_date into the --connect web form field--  but when I click Save nothing changes.  This isn’t the first time I wasn’t able to reconnect a broken field.  What am I doing wrong?  The only way I know to fix this is to start from scr

Hi All,  We have rebranded and I have two accounts one with my new email and one with my old email. Is it possible to merge these please?