Core Capabilities

After all parties signed my document, Docusign changed SOME of the terms within my document into gibberish/symbols.I use Zipforms for my contracts, and only SOME (not all) terms that I included in the contract where changed to symbols once all parties finished signing.The issue is NOT my PDF viewer, as I viewed the document online within Docusign itself, and it shows the symbols.  Yet, on the previous completed envelope, that PDF does not have the issue.I’m going to resend a new envelope for re-signing, and we’ll see if the problem persists.  Yet, I’d love to know why this occured when I’ve never had this issue in 18 years using DS.  

Hi everyone,I need urgent help.I was signing an agreement on Docusign and accidentally pressed ok halfway through when creating my signature. So now I have an incomplete and messy signature, and I am unable to change it.I have been struggling to find a solution to this, could someone please help.P.S I also created an account on Docusign but that doesn't help either.

Why  radio buttons, like adding addendums, are not active?

I am receiving the below error but My template has multiply fields to be field in by the 1st recipient and don't understand why I am getting this message Please review these issues:The primary recipient must have at least one text, checkbox, dropdown, or radio field on the template. .

Hi everyone,I’m about to send out around 300 documents and trying to automatically include the client name in a completed PDF file name when sending from a Business Pro account. This is so I can bulk upload the agreements into our broader ERP system, and I’m struggling to get it working.Here’s what I’ve done so far: Created a Custom Field (text) called ClientName Added this field to my template  Set the template name to include {{ClientName}} Tested by sending an envelope to myself and filling in the ClientName field As the client/signer I can complete the field ok and the document content looks fine But the completed document file name never updates — it always ignores the merge field  My questions: Does my account require an additional module or settings to make this possible? I’m on a Bu

Hello - has anyone used DocuSign for Bill of Lading?  If so do you have the standard plan?   Looking at implementing it. Thanks.

Hi, I’m creating a contract template and put in conditional logic to display certain sections based on a drop-down field. I also placed Document Generation Fields in those sections, is it possible to do so? I published this Document Template but am getting an error when I try to use the Document Template saying that my document failed to generate. I am trying to brainstorm why it isn’t generating.Thanks!

I can't send a document for multiple recipients to sign because of the error "Your account isn't authorized to set the Allow Comments option." I don't see or want to enable comments, but that doesn't send the document for signature. Thanks.

We usually send envelopes that are signed by several people. Whenever a person has signed, we receive an email confirmation.We would prefer to receive the confirmation email with the final document only after all signatures have been completed. This setting is not yet possible. Would it be possible to implement this in the near future? Thank you very much and best regardsConstantin Heers

Is it possible to remove the options below from an envelope on creation?  We don’t want our users to use this (force them to use AES/QES) and removing the option is the more effective method to achieve this.  

Hello, I recently purchased a DocuSign plan “Standard” for our company.I purchased it with my email address, but I won’t be the one signing in the future, hence I wanted to change the admin/login email from mine to the one of the user who will be the signee. I logged into acount.docusign.com/me with my email address, started the process to change the email address, and received the confirmation code to the new email address.Upon entering this code, I receive the following error message. The same issue was already raised in this forum last year.I tried all the troubleshooting suggestions mentioned in that thread but no luck. Creating a new admin user is no o

I have a rename document step in each of my workflows but it looks like the report is only capturing the template file name, not the new name.  Is there a different setting I need to apply to get that new name to generate on the report?No filter in the current report, just pulling everything from the NDA folder.  It pulls in 17 records but many of the document names are the same.  Thanks for any assistance!

Hello, I have a user who is unable to log in using sso.  Profile does not show anything out of the norm.  Docusign seems to be up and running.  I can log in.  User sees error Contact your admin.  You don’t have permission to access this page.  Contact your account admin for more information.

Hi, I’ve been trying to purchase a subscription plan for 4 weeks now, but I’m always met with this error message on the checkout page. "We're having trouble processing this request, please try again."I’m not able to open a case as well, since my account is now on a free plan. Please help me out! 

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.

Hi, everyone!I have a scenario where the data collected in an initial form needs to be used to pre-populate the same table field in a new step using “Create or Upload Doc”.When the data being transferred is a table that contains multiple rows, only the data from the last row is successfully carried over and displayed in the corresponding table field. All other preceding rows are lost during the transfer even though it’s there in the input XML variable:<Witness_Container> <Witness displayName="" displayValue=""> <Name>John</Name> <Email>john@email.com</Email> <Marital_Status key="Single">Single</Marital_Status> </Witness> <Witness displayName="" displayValue=""> <Name>Mary</Name> <Email>mary@email.com</Email> <Marital_Status key="Single">Single</Marital_Status> </Witness>

I’ve been USING docusign for a number of years now as a customer.  Now I’m sending them TO customers.  So far it’s been a really good tool for allowing my customers the freedom to complete a transaction that doesn’t require yet another visit to a store and for me to alter jobs and get a signature for signing off on change orders. Wonderful.To which, I recently had a customer ( elderly, 1st time user ) some how calling me after signing that they some how ended up paying $300 to put the signature on my document.  This raised a large level of concern as I’ve never had a customer have this experience.  I sent myself the same document, but it was as clean as I’d expect it to be, with nothing veering the customer to pay.  I’m supposing that as a first time customer, the site brought them through an onboarding page, where they wandered into signing up for an annual standard subscription ( based on the $300 price tag ).Is there a repeatable way to help new users from ac

Can a approvers e-signature be forged/copied?Please I need more info here. Thank you

Hi,As a government entity after a document is signed we must often post it on our county website.  We’ve noticed that the post-signature download pdf looses its tagging.  At least we think that is what is happening.  Thus I have two questions:1st QuestionAssuming the Word document originally uploaded to the envelope meets the following accessibility standards:Alternative text Use of Style Headings Accessible table formatting Meaningful Document Properties Title Properly tagged email and webpage links.Shouldn’t the signed document keep these tags in the signed PDF version?2nd QuestionI’m attaching two post-signed downloads.  When I run the documents through Adobe Pro’s accessibility checker there is one error.  The error is the same for both documents.  Tagged annotations - Failed.  Element 1.Normally I can click on Element 1 and the offending object highlights on the document

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?

I have a form in excel. The date is in Uk format (DD/MM/YYYY) but when I upload it to add teh signatur field and the date signed field, the date showas as MM/DD/YYYY.To be clear, this date is not a docusign field. It is teh date the form was filled in.I checked the regional setting, which is sent as DD/MM/YYYY  and the date signed shows as it should (Account defalult) 

I have missed DocuSigns because they end up in my Spam Folder.  Is there a work around for this ?

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? 

Hello, I am currently stuck on a DocuSign CLM workflow solution as a new-er developer. Ultimately I have another system that is sending an API call to CLM to try to move a document to another folder. From what I understand, and from what DocuSign support confirmed with me, is that the CLM API doesn’t have an endpoint that allows you to move documents. So, my next best idea is to use the API to activate a CLM workflow whose only purpose is to move a document to the folder I want it to go to.I can confirm that I am able to start the workflow, as well as see the variable of the document ID that I had passed in with it, however I can’t seem to correctly use the Find Document step(s) to actually find the document using its ID. I have tried the Find Document step, however it doesn’t accept a variable of just the doc ID, it needs a document variable type or path (which honestly doesn’t make much sense to me… If I had a variable of the document or it’s exact path, why would I need to

We have many templates where signatories are divided in two parts. Someone from the first team signs  (signing group) and then someone from the second team signs (signing group). In between both signatures we have a step where a third party receives a CC mail, where they are notified the first team has signed so they can start their own, non-docusign related work.  The second team signs only when this third party team has completed their work, which is notified by email and not via docusign. The issue I have is that this third party intermediary should not be able to see the signatory of the second signature, for privacy reasons. By adding them as “CC” in a middle step they also have access to the final document, which includes the signatory of the second step and their details (name, phone number for OTP, email, etc.).My ideal scenario would be a “notification” step where the third party receives notification and knows they can start