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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

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6621 Topics
V
Newcomer
voconnor28Newcomer
asked in eSignature
No warning when recipeint email is invalid or bounces

Hello - I remember years ago I would get a warning from DocuSign if an envelope was sent to a recipient and their email address was invalid or bounced for one reason or another.  I am no longer getting those warning notifications/email warnings and I can’t find the setting to see if it’s something that got inadvertently turned off or not. I need to know if I send an envelope that one of the receipents is not getting the document so I can fix the email address, but I can’t seem to figure out why I am no longer getting the warnings and how to fix it so that I do. Can someone please point me in the direction to fix this? Thank you for your assistance!

102
V
Newcomer
K
Newcomer
Kardo.sNewcomer
asked in eSignature
I can't download invoice from February 2025

Hi,  When I try to download my invoice from February 2025, I keep encountering this error. I’ve tried different browsers, cleared my cache, used multiple devices, and even created a support case, but nothing has worked.I urgently need this invoice for my monthly accounting—please assist! 

11915
M
Newcomer
D
Newcomer
d25wordsNewcomer
asked in eSignature
UNLIMITED ENVELOPE ERROR ON IAM PROFESSIONAL ACCOUNT

I signed up for an IAM professional account thinking I would be allowed unlimited envelope sends and power form responses. I paid for this subscription due to this feature but it’s now not working and Docusign isn’t allowing me to open up a case with support. Any support would be greatly appreciated. My job requires a lot of envelope sends and signatures and if I can’t solve this problem I will go to another platform. Thank you! ERROR MESSAGES: I keep reaching the envelope limit with this error: The envelope allowance for the account has been exceeded. And when I try to submit a power form response there’s this error message: Unable to load PowerForm signing process. Error: An error has occurred.

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D
Newcomer
P
Newcomer
Pfano15Newcomer
asked in CLM
CLM task not in a workflow

Hi Guys,Quick question, I’m looking at a task that was uploaded a while back, the status says it’s in a queue for legal review but then when I look at the status in the folder it says the task is not currently in a workflow, why would that be? 

111
Pawan Gangwani
Frequent Contributor
S
Newcomer
SmkurthNewcomer
asked in CLM
Filtering Users and Groups for CLM

With the new CLM update, I am not longer able to filter or sort the User list or Group list in the Admin portion of DS. I am also unable to search for a Group name. Has anyone found a workaround for this?

193
Pawan Gangwani
Frequent Contributor
A
Newcomer
ashishkeshari06Newcomer
asked in CLM
Issue with CLM API - GET Document Params [expand = AttributeGroups]

We have been using the CLM API - GET Document with Params [expand = AttributeGroups] and it has returned successful result with the information/response coming in the JSON properly. The endpoint used was like this - https://apiuatna11.springcm.com/v2/{accountId}/documents/{documentId}?expand=AttributeGroupsAll of a sudden from last 2-3 days ie, since Monday(May 12th) of this week - it has broken. We reviewed the Documentation and it does not provide info about any updates ?  Has anyone seen this type of behaviour ? thx

130
A
Newcomer
A
Newcomer
astra2025Newcomer
asked in eSignature
INVOICE PROBLEM

Good morning, I have a serious problem with the invoice. I basically purchased a subscription but then after about 3 weeks I had to request a refund. Currently I have not received either a purchase invoice or a credit note invoice and my accountant is asking me for it. It is not present on the invoice history page. Do you have any ideas? THE ASSISTANCE CENTER IS NOT AVAILABLE AND TO OPEN A TICKET YOU MUST MAKE A PAYMENT PLAN. SCANDALOUS

202
A
Newcomer
M
Newcomer
Max LingNewcomer
asked in eSignature
Add custom fields from bulk import into form

Hi everyone,I would like to use custom fields that I have imported via the .CSV file for the bulk message in a form that is being added.In the .CSV file I have the VAT code and a job title, but when I import the table, the extra data gets lost.And I can’t select “Data Field 1” or other custom fields to the document, when placing the placeholders for the Signature and the Date.

162
J
Community Moderator
J
Newcomer
JMAndrewsNewcomer
asked in eSignature
Template Bulk Send - Matching Role and Envelope Errors

I am using a template to do a large bulk send. I have created the csv file and upon loading it. I get the error:Role Missing: name or Email.Envelope Entries: Client Name, Client Email, Client Report NameI have ‘client’ in the Role field but was told to leave the name and email address field blank as it will pick these up from the csv file. If I accept these changes it still comes up with an error. Where and what do i need to input to get rid of these errors (in English please) . Thanks.

182
J
Community Moderator
C
Newcomer
CCMANewcomer
asked in eSignature
Make one of out many text fields as being required

I have three text fields. I want to set it up such that the recipient has to fill at least one of those three fields. Is that possible?Those three text fields are themselves conditional on a radio button value, but I imagine that should not make a difference.

2985
J
Community Moderator
E
Newcomer
ejecaNewcomer
asked in eSignature
Splitting Web Form Field Input into Multiple PDF Fields in DocuSign

Hi there,I’m currently testing out DocuSign to help a client convert complex financial PDFs into digital forms. While exploring the Web Forms feature, I’ve encountered several limitations—but I’ll focus on just one question for now:Is there a way to split the value of a single Web Form field into multiple fields in the PDF?For example, if a user enters a date in the format dd/mm/yyyy in the Web Form, I want that input to automatically populate three separate fields in the PDF for the day, month, and year.Is there a conventional way of achieving something like this?Thanks in advance!

403
J
Community Moderator
P
Newcomer
PL123Newcomer
asked in eSignature
Forms Library

I just sign up for Docusign. I previously had a free Docusign account and cancelled my DropBox sign account. I now have a paid subscription. I am in real estate. I cannot access the the Forms Library to integrate with DocUsign and it appears that I can not access support because the Docusign system thinks I have a free account. I have contacted support but noone will call back. I am getting no where. Does anyone have a suggestion?

172
J
Community Moderator
M
Newcomer
MattyMattYeeNewcomer
asked in eSignature
Turn off Auto place

Hello community, I have a document that has a template that auto matches to it right? The thing is auto place for the signature populates in places I dont want it to be. Does anyone know if there is a way I can force it to only populate in a certain area instead of auto placing it in all the fields? 

224
M
Newcomer
R
Newcomer
rwebb06Newcomer
asked in eSignature
Adding Test Boxes

Good afternoon!Is there anyone with expertise in the DocuSign Community that might be able to assist me with adding multiple text and number boxes to a lengthy document?Appreciation in Advance.Ryan 

112
J
Community Moderator
F
Newcomer
FedeNewcomer
asked in eSignature
How can I change the signature in a document when it is adding one I don't even have in my account anymore?

I have received a Document to Sign, but when I click sign, it applies an old signature I had 5 years ago. I need to change that signature. I went to my account, added a new signature and deleted the old one.But when I open again that document to sign I have only available the deleted signature, and I cannot access the new one (that is the only signature I have now, actually).If I click on the signature I don’t have the option to change it.What can I do to sign it with the signature I choose?

1607
M
Community Moderator
L
Newcomer
ljobavaNewcomer
asked in Web Forms
Attachments are not imported into webform

Hello,I am currently using an Enterprise Pro account and am experiencing an issue while creating a web form. Specifically, I am trying to import a template that includes two attachment fields. Unfortunately, none of the attachments are being imported into the web form. Additionally, when I attempt to add the attachment fields manually, the option to add attachments does not appear.Could you please assist me in resolving this issue? 

191
M
Community Moderator
Z
New Voice
Zoe BeeNew Voice
asked in eSignature
Is anyone else being pushed to create new account/logoff after envelope completed?

Some of our staff review envelopes as the last step in the workflow. All of a sudden, this week, they are taken to the “open an account with docusign!” page after they (download and) close the envelope, completing the agreement. When this happens, they are logged out of their account. Using the back button doesn’t work. This is a huge waste of time for people to have to keep logging back in or, if they are still logged in when they open DocuSign again, navigating to the area they work out of, when spend all day in DocuSign looking at and completing envelopes. They used to complete the envelope and be taken back to their Agreements page.Is anyone else having this problem?DocuSign, do you know what’s going on? I’m guessing it’s an error in an attempted improvement?

91
J
Community Moderator
F
Newcomer
FarahkobeissiNewcomer
asked in eSignature
Clarification on Signature Error

Hello,I encountered an error stating "sign on paper is not allowed" when attempting to sign the document from the provided link.Best,Farah

793
C
Newcomer
C
Newcomer
Carmen-meNewcomer
asked in eSignature
Signature error

I hope you're well. I'm reaching out to request assistance regarding a recurring issue I'm experiencing with a DocuSign document I’ve been trying to send.I’ve sent the same document twice using DocuSign, and although all recipients have signed, the signatures are appearing in the wrong places each time. I took care to place the signature fields correctly during setup, but something seems to go wrong either during sending or rendering the document.I would greatly appreciate your help in reviewing the setup or advising on how to resolve this issue effectively. If needed, I’m happy to share the document or screenshots for reference.

60
C
Newcomer
A
Newcomer
Adrianll25Newcomer
asked in eSignature
I have an error with SharePoint :(

Hello, I have an error with SharePoint. When a SharePoint user selects a document to sign with DocuSign, signs it, a DocuSign folder is created and a copy of the signed document is stored there.This process no longer works. The folder is no longer generated and the copy of the document is no longer saved in SharePoint.Any ideas?

111
J
Community Moderator
A
Newcomer
aiannucci123Newcomer
asked in eSignature
Text boxes linked together

Hello,I am attempting to sign a document and wanting to type in one text box only. When I type, the text automatically appears in another text box and does not let me delete it without also deleting in my desired text box. Is there a fix to this?

91
M
Community Moderator
B
Newcomer
Brokerage OwnerNewcomer
asked in eSignature
How do we change the email address of one of the members of our company account?

One of the members of our company account wants to change her email address that she uses to log into DocuSign and has her envelopes in. As an administrator, I cannot do this. How can she do it?

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D
Conversation Starter
R
Newcomer
rrl2025Newcomer
asked in eSignature
How do I update my docusign email address? (Deleted the old email address I currently use for docusign)

I’ve recently deleted the email address associated with my docusign account. I no longer have any access to it.  I’d like to update my docusign email address to my new one however it seems to be sending an security code to the deleted email. Is there any way I can update the email address now? (I am still able to log-in on my computer however when I try to log-in on a different device, it asks for a code).

204
R
Newcomer
J
Newcomer
JovyNewcomer
asked in eSignature
Bulk Send option is not showing after upgrading to a Business Pro account

I have read every post here and seen all the videos but the Bulk Send option still not showing on my options to send any template. I have also open a case 5 days ago and have not received any type of support from docusign. Any idea on what I can do? This service will not work for us if I can’t bulk send my documents.

213
J
Community Moderator
A
Newcomer
astockerNewcomer
asked in DocGen
Doc Gen Word Template Table filter using xpath

Hello! I have the attached table working, however, it displays all quote lines under each group (screenshot “output”) instead of displaying only the quote lines that are displaying under each group (screenshot “expectedoutput”). Please help!  OutputExpected Output <# <Group Select ="/SBQQ__Quote__c//SBQQ__LineItemGroups__r" By="./Name"/> #><# <Content Select="./GroupName" /> #> Name Description Pricing <# <TableRow Select=".//SBQQ__LineItems__r" /> #><# <Content Select="./QT_Product_Name__c"/> #> <# <RichText Select="./SBQQ__Description__c"/> #> <# <Content Select="./Net_Unit_Text__c"/> #> <# <EndGroup/> #>

30
A
Newcomer

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