Core Capabilities

We use DocuSign for processing B2B credit applications. A common scenario we encounter is that an administrator at a customer’s company fills out the credit application form (sent via a Powerform linked to our credit application template), but afterward, they need to send it to an executive for signature.Much to their frustration, they discover that they cannot delegate the envelope to someone else once the form has been filled out. This limitation creates friction in our workflow and causes confusion for our customers.Having the ability to delegate an envelope after the form is completed would be a significant improvement for our business use case.

Is there a way to tell which administrative user created an agreement rule in our eSignature account? Also, if a user creates an agreement rule, but we close that user’s profile when they leave the organization, does this affect any existing, enabled agreement rules they may have created?

In a previous data ingestion effort by my former team, we integrated account data from another system into Salesforce. As part of this process, we established a mapping between Salesforce Accounts and DocuSign CLM Accounts using a naming convention that combines the account Name and ID. (not same as salesforce account Id but another field)However, we’ve encountered a problem: although the migrated account folders follow the correct naming convention, they are not being linked to the corresponding existing Salesforce Accounts. Instead, new Salesforce Accounts are being created, resulting in data inconsistency.Expected Behavior:Migrated DocuSign CLM account folders that match the existing naming convention should be mapped to the corresponding Salesforce Account.Actual Behavior:Despite matching names and IDs, new Salesforce Accounts are being created instead of linkin

How do I add my middle name to signature?

In web forms I would like to inbed a URL in a description in a field. 

Dear DocuSign Support Team,I hope this message finds you well. I am writing to request assistance with converting my current customer account to a developer account. By mistake, I initially created a standard customer account and purchased a subscription. However, my intention was to create a developer account, as we need to integrate your APIs into our site.Could you please help me with converting my existing subscription to a developer account? This change is crucial for our project as we plan to extensively use DocuSign APIs for our integration.Thank you for your understanding and support. I look forward to your prompt response.

My coworker is on vacation and I have a customer in to sign their docusign document in person.  Do I need to correct the envelope in order to collect the signature for my co-worker.  We have shared access.

Hi - I’m looking for an efficient way to filter through Release Notes for changes that only pertain to the 21 CFR Part 11 product.  I searched through the chat function, and the instructions I’ve no doubt were AI driven weren’t helpful. Thanks in advance for your help!

I need to configure below:The download option is disabled while recipients are reviewing and signing the document, andThe download option is available once the document is completed (via the completion email or DocuSign portal).I used the following configuration as per the attached signing resource file guide<data name="DocuSign_SigningAllowDownload">false</data><data name="DocuSignComplete_AllowDownload">true</data>With this setup, the download option is correctly disabled during signing, but I still cannot see the download option after the envelope is completed.Could you please suggest the correct way to achieve this behavior? 

I have a Personal account with a credit of 5 envelopes per month.I cannot find when the counting starts of this credit. Is this per the 1st of every month of per de date of the contract for example the 15th of every month?

We are supporting a Human Resources process.  The routing includes the employee (signature), department head (signature), HR officer (signature) and a labor relations officer (delayed signature).  In a perfect world, only the employee and the HR officer would receive a completed copy of the envelope, as the others should not be retaining a copy.  Is there any way to design a template in ESignature to do that?

I have a web form with checkboxes and it is correctly updating the checkboxes on the template, however the conditional routing based on the value of the check box is not working.  I have the rule set to check if the box is selected to route to the person and I have the person listed under recipients as a routing group.

Hi, Is there any possibility to add a validation or stop sending envelope if user try to send it for signature without adding Signature placeholder. Thanks,Sharath Reddy

I am working with Docusign Gen Templates that will integrate with Salesforce CPQ quote fields.  I am trying to display address text on document based on the client address. If the client is in the USA I want to display the company’s US address.There is a formula checkbox that is intended to trigger visibility ("/SBQQ__Quote__c/US_Account__c" ). I have tried multiple versions to get this working but they all result in error messages that change from time to time. Using this checkbox field, how should I enter it on the Word document?found and tried the following:But received this: 

I have triple checked that a client’s name is spelt correct in my contacts area as well as their email address. When they sign, the last name is spelled in their signature incorrectly. So odd. Where is the error and how can this be fixed??

I assume if this existed I would have found it by now, but is there any way for me, as an Admin (or anyone) to officially assign DocuSign University courses to a User for our account? And know whether they’ve completed a course? I’m getting really tired of answering the same questions from staff because they’re not going through the training I’ve asked them to watch.

Hello everyone,I am trying to create a table that has a dropdown populated from a CSV file. The problem is:When I Add a Column, I have the option Add Field, and I choose Dropdown → Link to CSV Document.Then I edit the document and put the mergetags, I noticed that they where with absote path "//” then changed to relative "./”.With I first tried with absolute path there are templateErros because the node returned more than one node, but with the relative, nothing appears, no error message but no content either.What can I do? How do I use a dropdown populated by a CSV file inside a table?Please help

I am a paid customer of DocuSign.I tried to document to sign, I could not and I got the following error message:A Required field is incomplete. TabId: abd948d2-c95a-49c8-9d06-78532a4f5bd1 I tried to have support to call me and I could not either. They give me 4 options to login:Partner LoginDoD LoginInsight & Analyzer LoginApplications Rooms, CLM, Notary LoginI could not sign in to any of these options. 

I would like to know if it is possible to specify the size of a text box for a custom field using the tag added in a Word document in DocuSign, such as \text_1\. If so, what is the correct syntax to specify the dimensions (width and height) directly within the tag?Thank you for your assistance.

Is it possible to add custom messages / hints that are shown to all users, when a envelope is created? Like this: 

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? 

I have add a new Attribute. I also think I updated my workflow correctly but I am still not able to search the new attribute in DocuSign CLM what am I missing. Please help.

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.

Is there a way to retrieve comments added to documents in Docusign CLM through an API or any other available mechanism?Our goal is to analyze comment data to identify trends, such as “There are many comments pointing out issues related to X.” We understand that comments can be viewed in the UI and downloaded as Word documents with comments included, but since we need to process multiple documents, accessing comment data directly via API or similar methods would be much more efficient.If this is possible, could you please share the relevant approach, API endpoints, or implementation examples?If it is not supported, we would appreciate confirmation of that as well.

We have multiple sites that we look after, every site has it’s own employer entity.We create all employment documentation centrally at head office, so how can I add different company letterheads to my envelopes?