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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

  • 7,270 Topics
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7270 Topics
R
Newcomer
Rafael.Ramirez3Newcomer
asked in eSignature
How to get a User activity report

Hi, can you please help me out with how can I get a user activity report step by step please?Thanks!

51
J
Community Moderator
A
Newcomer
a.21.klaNewcomer
asked in Web Forms
Webform Phone Number Field Not Mapping to Template

Hello, I am working on a Docusign Webform connected to a template and I’ve run into an issue with field mapping. Specifically my Webform includes a “Phone Number Field” which is required under recipient connections (this is the phone number field type in webforms), but when I try to map it to a field on my template, it does not link. I believe this is because the phone number type field on the webform does not connect to a text field on a template. When I looked the template does not have a phone number validation field.  I have confirmed:the recipient roles match between the webform and template Other text and email fields map correctly between the webform and template The issue only occurs with the webforms “phone” type field. Could you confirm if the webforms “phone” fields are supported for mapping to template fields? If not, what is the recommended approach to solve this? If I replace the webform phone field with a text field, it will no longer map to my recipient connections unde

195
M
Community Moderator
M
Newcomer
Mike ZukinNewcomer
asked in eSignature
Sending to Comcast Recipients - Why doesn't it work?

IS this still a problem?  I just got one kicked back

20
M
Newcomer
C
New Voice
claudia sallustioNew Voice
asked in eSignature
SORT, FILTER AND MANAGE COMPLETED AGREEMENTS - LIST OF AGREEMENTS ACTING ERRATICLY

HELP HELP HELP Someone please help me before I eat a whole block of chocolate.  Im a new user and docusign seems to have very basic functions missing.  Forgive me if Im wrong.  At the moment Im disliking docusign thats why im reaching out.  I have issued 260 agreements and managing these seems to be a challenge.  Im sure there is a better way but I had to get these out urgently and it was/is what it was/is.  Sorting seems to be an issue for me.  I would think all the latest completed documents sit at the top of the list on the first page (date order)  but for some reason, they don’t - its random and there is no filter/sort function.   The order of these agreements is erratic.  Side note:  I created 2 separate folders that I move the completed agreements into once I have completed the PDF and Formdata.   This helps me identify the ones I have already downloaded the PDF and Formdata for.  The rest sit in SENT folder on the screen until I do my thing.   This seems to be the only way I can

12012
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Digital Collaborator
H
Newcomer
HWMNewcomer
asked in eSignature
Help with Client Signing Issue

Hello. I’ve sent a document to a couple to sign. The husband has successfully signed via his email address; however, the wife is having issues completing hers. When she clicks the ‘Review Documents’ link in her email, she says she is being directed to a page to log in to DocuSign or create an account. I’ve set up text message authentication so, after clicking the email link, she should be prompted to have a code sent to her phone. She shouldn’t be required to log into DocuSign or set up an account. Has anyone experienced this before? Is there a fix for this? Thanks.

122
M
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in eSignature
When I want to send a document to sign, I get this message "Account does not have permission to set Allow Comments" and I can't send it.

When I want to send a document to sign, I get this message "Account does not have permission to set Allow Comments" and I can't send it.

2865
M
Community Moderator
M
New Voice
MWCNew Voice
asked in eSignature
How to turn "Show recipient details" on as the default

I would like the new “Show recipient details” option to be set to ON as the default so I don’t have to click it every time I need to see the details. I cannot find this as an option in settings. Please advise.

414
M
New Voice
F
Newcomer
Flavia AlmeidaNewcomer
asked in eSignature
Selfie require for singing

How can I ask to take Selfie singing at the envelope? I need to send all signatures with a ID proof. with selfie.can you please send the tutorial for adding this feature at the document.

151
M
Community Moderator
S
Newcomer
samuelportesNewcomer
asked in CLM
Move documents to folder based on their attributes

Hi there,I have some documents stored in a folder in CLM. All these documents have an attribute listing the name of the client who signed the document. My CLM already has some folders with the same names, but not all of them. I want to know how I can move all the documents to their corresponding folders (or create a new folder with the client’s name). Thank you!

495
Pawan Gangwani
Frequent Contributor
H
Newcomer
hynrbfNewcomer
asked in eSignature
Docusign Subsciption and Docusign Developers Envelope Reset Request

Hi everyone,I'm using a DocuSign Developer (demo/sandbox) account for API testing and have reached the envelope limit. I understand this is a common limit in sandbox environments, but I need to continue testing.I also have a regular DocuSign account, but I'm not on any paid plan currently.When I try to access DocuSign Support to request a reset, I'm unable to log in. It says "Unable to log in" — I believe this is because free developer accounts don’t have full support access.I came across the DocuSign support form (https://support.docusign.com), but I’d like to confirm:- Is this the correct way to request a reset?- Is there a faster way to get envelopes reset for sandbox accounts?- Do I need to be on a paid plan to request a reset, or is this still available for free developer accounts?- I stumble upon on Docusign Support Plans, will this help on my reset envelope request, and if so how much will this cost?- Or the reset request will be available if i purchase the API plans on Develope

121
M
Community Moderator
T
Newcomer
TLteamNewcomer
asked in eSignature
Plans and Billing constantly reloading

Whenever I try and go to Plans & Billing in the Admin page, the page loads up for a second and then immediately starts continuously reloading.I have tried Anonymous sessions and other browsers all unfortunately behave the same, meaning the reloading happens on them as well.Please help

452
M
Community Moderator
R
Newcomer
RufusJNewcomer
asked in CLM
How do I receive a recordId in a CLM workflow that I am passing in the Salesforce Flow Action?

I am trying to initiate a CLM Workflow from a Salesforce Flow. I am able to initiate the workflow from Flow, but am unable to figure out how to pass a recordId. I see that the Salesforce Flow Action “Start DocuSign CLM Workflow” which calls DFSLE__CLMWORKFLOWREQUEST expects a Salesforce recordId because it fails when I put a random string of text or a Docusign ID with the message “An Apex error occurred: System.StringException: Invalid id: cxxxxx” and succeeds when I populate the field with a valid SFID.I see that I am initiating a workflow in Docusign CLM as I get a record of the workflow’s execution.But I can not access the recordId in the workflow.I have tried creating variables with all sorts of name to see if they are populated, but none of them work. (recordId, Record_ID, SalesforceID, id, userId, accountId, contactID etc...)Does anyone know how I can access this record id from within SF?ThanksGretchen

182
R
Newcomer
O
Newcomer
OLHINewcomer
asked in eSignature
Docusign Transactions Moving to Microsoft Azure, Action May be Required

Hello,I’ve reached out to our IT to help us with the requirements. They’ve responded with the below and recommended I reach out to you for a response:Your current Azure Network Security Group (NSG) configuration allows inbound traffic only on port 3389 (RDP). All outbound ports are set to default, which permits outbound internet access unless explicitly restricted.To ensure uninterrupted access to Docusign services, please provide the specific outbound ports used by the domains listed below, so we can validate and, if necessary, explicitly allow them in the NSG rules:demo-b.docusign.net na1-b.docusign.net na2-b.docusign.net na3-b.docusign.net na4-b.docusign.net eu-b.docusign.netOnce the required ports are confirmed, we will review and update the allow-list settings as needed, in accordance with the Docusign Trust Center IP and domain guidelines, before the December 31, 2025 deadline.Please advise on the specific ports required for outbound connectivity to the above domains.Thank you,Sv

210
O
Newcomer
mshealy
Digital Collaborator
mshealyDigital Collaborator
asked in CLM
esig webform to kick off workflow in CLM

Has anyone used a webform to kick off a CLM workflow?  If so how.

748
mshealy
Digital Collaborator
T
Newcomer
Tony aceNewcomer
asked in eSignature
Resizing Issue or Glitch

Hello everyone.I'm adding a textbox to a contract I'm trying to fill out and when i try to resize the text to fit along the according lines it doesn't let me. The selected text box only lets me move it around but does not let me resize it using the expanded arrows on the corners. its like the text box has a fixed size.Is there a fix to this?

72921
S
Newcomer
B
Newcomer
bhuvaneswaryNewcomer
asked in eSignature
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? 

60
B
Newcomer
R
Newcomer
RadoyanNewcomer
asked in eSignature
Can't create docusign trail account. #docusign

docusign sign up error massage show ' your request can't be completed. Try again or contact support'

70
R
Newcomer
S
Newcomer
shari9545Newcomer
asked in eSignature
Exceeded Envelope Limit?

Hello Community. I have a free DocuSign account set up and I was just about to send a contract to be signed by the recipient, however, a noticed popped up that said I’ve reached my envelope limit. I don’t understand this, since I’m supposed to be allowed 10 envelopes per month and this would be my first one. Any help would be appreciated. Thank you.

182
S
Newcomer
K
Newcomer
knaymieNewcomer
asked in eSignature
PowerForm asking for signer's email address

I have a unique situation where we have a PowerForm with a URL  that any user can access to complete a docusign template.    By default,  its asking for a Username and Email address.      For privacy concerns,  we have users that do not want to provide an email address.   Is there anything can be done to make the “Your Email” field Optional from PowerForm or Template?    And/or remove the field all together? 

292
M
Community Moderator
D
Observer
DISAPPOINTEDObserver
asked in eSignature
WHY DOES DOCUSIGN INSIST ON ASKING ENDUSERS THAT HAVE NO INTENTION OF CREATING ACCOUNTS ONLY TO CONFUSE THEM AND RUINING THE SALE???

JUST MAKE IT CUT AND DRY AND EASY FOR EVEN SENIORS THAT AREN’T THAT TECH SAVVY TO SIGN THEIR DOCUMENTS INSTEAD OF LEADING THEM OFF INTO OTHER DIRECTIONS AWAY FROM THE TASK AT HAND. COUNTLESS TIMES I HAVE TO MANAGE WHAT SEEMS EASY TO US, BUT DIFFICULT FOR OLDER GENERATIONS THAT HAVE NEVER SEEN DOCUSIGN OR ARE EVEN GOOD WITH THEIR MOBILE DEVICES. I WORK IN THIS TYPE OF INDUSTRY AND IT JUST ABSOLUTELY DESTROYS ALL THE HARD WORK DUE TO THE FRUSTRATION THAT THIS PRODUCT CAUSES THESE ELDERLY PEOPLE THAT HAVE TO USE THIS PRODUCT ONLY TO BE LED ASTRAY TO CREATING ACCOUNTS...LEAVE THAT AT THE BEGINNING OF ACCOUNT CREATION FOR THE UTILITARIANS IN THE CORPORATIONS THAT ACTUALLY ARE USING THIS FOR THAT REASONS. ELDERLY CLIENTS DON’T NEED TO BE LED ASTRAY AND MORE CONFUSED AND WORSE LOSE TRUST AND BECOME FRUSTRATED. 

132
M
Community Moderator
M
Newcomer
Mag177Newcomer
asked in eSignature
When will DocuSign's max file upload size increase from 25MB?

I write multiple contracts with 200+ pages for backup, fairly frequently. Due to the current max 25MB restrictions, if the backup exceeds the current capacity, I use another platform for electronic signature, such as BlueBeam. So, what are the benefits to Docusign if another platform can preform the same electronic signature functionality with no size restrictions?

172
M
Community Moderator
J
Newcomer
jj3johnsonidNewcomer
asked in eSignature
Fraudulent Docusigns are spaming friends using my email. How do you prevent from continuing

I am getting friends asking if I sent them docusigns.  I have not.  So either my email got hacked, which I don’t show any emails going out or its coming from docusign directly using a false account under my email.  Is there a way to prevent any more of these emails from going out?  Because I never sent a docusign out before?

132
M
Community Moderator
A
Newcomer
AlexDyerNewcomer
asked in eSignature
If an envelope has been signed by 2 people and I need to correct it to change the third signatory, will the first two have to sign again?

The envelope was to be signed by two clients and an adviser from our company. The clients have signed but the adviser is now on holiday for two weeks. I want to change the third signatory to an adviser that is in the office and can DocuSign. Will making this correction resend the envelope to the clients to re-sign?

253
M
Community Moderator
A
Newcomer
Aaron CNewcomer
asked in eSignature
Do not have the Shared Access option available

Hi,Previously as Admin I have had the option to select Shared Access from the Agreements tab, loggng in this morning that selection is no longer there. I was wondering who to fix this? See screen shot below. 

50
A
Newcomer
P
Newcomer
PUSD-ITNewcomer
asked in eSignature
Incoming connections from DocuSign??

Hello,Like many, we received a notice about DocuSign migrating to Azure.  There is a mention if inbound connections/allow-lists from DocuSign.  Currently, we do not have any inbound connection rules on our firewall relating to DocuSign.  We are uncertain as to why there would even be incoming connections.  What would these connections be for?  Are we talking about email whitelists, perhaps?Thanks!

293
M
Community Moderator

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