Core Capabilities

Hello,I'm working on integrating the branding feature with DocuSign, but I'm having trouble understanding why the DocuSign icon appears white in the emails I receive.On the DocuSign preview page, the icon displays in black. I'm using Outlook for emails and have already cleared the cache, as that might have been affecting this issue. 

I have been using docusign for many years now. I could always create an envelope, check I am the only signer & then e-sign the document. This no longer works. The only option now available is send which consumes one credit. Is it no longer possible to self-sign envelopes without consuming one credit?

In July 2025, I took advantage of a discount and bought a 1-year DocuSign plan for $120/user. It clearly stated up to 120 envelopes 1 user per year.I used far less than the limit.Then on Jan 12, 2026, it suddenly said I had 0 envelopes left and asked me to upgrade. So I paid extra for monthly billing to get more envelopes right away.Now my account is switched to monthly, and it feels like half of my prepaid annual year just disappeared?Where did the remaining envelopes from my annual plan go?? Has anyone else experienced this? DocuSign support — please explain!

I have an account opening agreement with an option to have a second signer as an additional account holder. So far, I can’t figure out a way to leave that area as optional. If I setup two signers, it requires both to be filled out. So I have created a separate agreement for the single signer and one for multiple.If possible, I would like to run it all through the same document. Is there a way to do this?

Hi together,I try to set up a delegation of authority log in docusign.Therfore I have set up a template document including a dynamic table.I have added this template document to an envelope template with 4 recipient for testing purpose (in the end if I get it to work properly it will be 30-50 recipiencs).When I use the envelope I uploade a CSV-File to fill the dynamic table with anchor strings which works fine.However, the replacement of the anchor strings with docusign field seems to be left to chance. The anchor strings in the table are not replaced at all.If I additionally place the same anchor strings below the table in the template document, the signature anchor strings are recognized in the table too, the fullname-anchor strings are only recognized from the first recipient, but the replacement docusign fields are grouped and the placement is messed up.

I created a template form that includes a number field (let’s call it “DAYS”) and a formula field, which is supposed to return 1 if DAYS is less than 30, or else it returns 0. I’m using the 0 or 1 value to trigger conditional fields. The DAYS value can be a number from from 0 to 366, but I want the recipient of the form to provide the value, even if it’s 0.I find that if I leave the DAYS field blank, the formula result stays stuck on 1, even when updating the DAYS field to a number that should change it to 0.  If I prepopulate the field to 0, the formula functions as expected, but I would rather not provide a prepopulated default value. Is there something I’m missing? Am I doing something wrong here? 

I recently upgraded from the standard paid version to the business pro version. However when trying to utilize some of the features like uploading a template, the feature is not available. Of course that led me to the admin page as I am the only user, and the one who started the account. Under my name nothing is listed under permission profile and there are no other users. When I click on that tab a warning pops up for about 1 second in an orange box that stated “warning add an administrator profile”. However when I try to edit my name it fails to load user information. Basically I am stuck in a loop of apparently not having an admin even though I am the only user and have the rest of the admin functionality. Needless to say it has been a very frustrating few days trying to get help on this, and it appears DocuSign themselves could care less as there is no way to contact them. Finally, I did try to open a case while logged in but it sends me to another page to get a paid account, wh

Hi, I’m the IT manager for the UK subsidiary of my company. We initial purchased a subscription to docusign, but the parent company has reclaimed the domain name for our email address. This stopped the users from accessing docusign while we still paid for the Subscription. Is there someone or a way to get help in sorting out this issue?

Recently my tag colors are all of the sudden Pastel colors. When I need 3 signatures, I can’t even tell 2 of the colors apart because they are so light and almost exactly the same color...just maybe a slightly different shade of Baby blue for example. Can I change somewhere in setting to different colors? Thanks so much 

Note: By default, comments are disabled for an account. To enable comments and manage the settings for them, you must be an administrator with All Administration Capabilities. If the comments option is not available on your account, contact DocuSign customer support to enable the feature.

Hi all,I’m able to successfully initiate a DocLauncher task via the API using the following request:POST {{baseUrl}}/v2/{{accountId}}/doclaunchertasksBody: { "DocLauncherConfiguration": { "Href": "https://apiuatna11.springcm.com/v2/.../doclauncherconfigurations/c19edc..." }, "Datatype": "xml", "Data": "<dd><num>1234</num></dd>" }I use the ResultUrl from the response to launch the configuration in ui mode and fill some additional details apart from the dd field. I’ve created a form with a textbox with mergetag dd along with some additional fields to be filled by the user.The form launches and but the initial data that I passed is not visible on the form ui. However, after the workflow launches after the document generation. Here are the observed params:<TemplateFieldData ...> <transactions>456</transactions> <transactions_unformatted&gt

I need to e-sign a doc and then send in P7M format. Is this possible? 

We are creating a rather complex document / form for someone to sign.  They need to answer questions (yes/no and true/false) and are using conditional formatting for a few of them as well.  However, we would like to test out the form before sending it but it seems like the only way to test is to send it to ourselves.  Is there any way a document can be viewed/tested without going through the signing process?  It would be a big help!  Thanks.

Can’t send my document, I don’t care about no comments, i used a PDF, no comments on the DocuSign either, I don't know this error. I already changed to a paid plan to add more signers, this DocuSign is so freaking annoying. already read all the posts here to. “open a case” is a joke, right?

We need to export a number of completed envelopes for our external attorneys.  I added the BOX integration but can’t figure out how to export completed items to BOX in bulk.  I also opened a support case to possibly use the Docusign Retrieve app.Anyone have any other ways to accomplish this?

Hi all,I am supposed to sign documents using my company e-mail but I am not able to get through identification process, I tried using other browser, restarting, incognito mode, etc. but nothing helps. I stuck on the Connection Speed Test page - I enter it and nothing happens. Any ideas what to do?

I have a form which will be prepopulated with some key customer information over pages 1 & 2. I then have a variable number of pages that then appear that would allow the customer to essentially provide a list of individuals (name, email address etc) with appropriate input boxes, checkboxes, validation associated with the information to be provided for each individual (i.e. certain fields for an individual are mandatory, individual 2 name can only be supplied if Individua1 has been added already etc). And then a final page for them to sign.They will tell us how ahead of time many individuals they have, and so we generate the document with the correct number of pages before uploading into DocuSign.Can I setup a single template that would work if the document uploaded us 4; 5; 6 etc pages and be able to apply/add the appropriate input boxes etc as required. And any pointers as to how I would do that?

When editing a document generated in CLM with tables and conditions, a specific table row content is deleted using MS 365 online editor. By doing that, the formatting of other three different table rows break (different table).The weird thing is that it only happens using MS 365 online. When we use download and edit in desktop word app, the formatting is correct.It is not the first time I see formatting issues with MS365 online in CLM. Another case I saw a few months ago was that the formatting and spacing of a template changed completely if we open using MS365 or in Word Desktop app.Anyone know the root cause and how to fix?

received this, is it real? We need additional information to complete our reviewFrom *****.****@********.com via Docusign <dse@docusign.net> Sender DocuSign System <dse@docusign.net> To BOBBY RIDING <****@******COM> Date Today 4:41 pm Message Body

Even when I have gone through all the pop up tool tips when creating an envelope, they still appear with each new envelope.  I checked through all settings and don’t see anywhere where these tips can be disabled.  It’s very annoying and time consuming to keep clicking on the X to make them go away!Thanks in advance!

Have been confused by the Seat vs User scenarios, but think I’ve got it now. However, trying to figure out how I can add another User without adding more envelopes (seat). We would be lucky to do 40-60 in a year, but it would be very helpful if it wasn’t all me as User doing the work. Looking at older posts it looks like there was a way but now isn’t (without spending more money)?Don’t need more envelopes so we don’t wish to pay for another license. If that’s not possible, what happens if I need to go on holiday?Thanks for any advice - or links to more I should read.

I’m new to being a user of Docusign after a dozen years of signng for vendors/providers/clients.  However, the onboarding has been very difficult. I was not able to utilize my first months 5 agreements for signature because I could not always upload from google drive. I’ve set up envelopes and used docusign successfully twice so I thought my learning curve was short. However, today it tell mes “only an Administrator can establish the sequence for followup if document is not signed righ away  i am the only user on my team I was recognized as Administrator in December but now not.  This is crazy and a big waste of my time. It appears I’ve now lost the envelope and agreement because i didn’t click through to send since I wanted to get some help with the sequence. I’ve just lost over an hour of my time.

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) 

Good morning, I have changed our company branding for all emails, but I now need to change the internal branding when we log into Docusign, the company logo on the header of the DocuSign website next to the users name in the top right-hand corner. For the life of me, I cannot find where to change it.  Thanks 

I’ve been trying to sign a document from my doctor for 4 days but I’m having a lot of problems with this site, this is ridiculous. I couldn’t even post this yesterday, there was no place to type my problem.At any rate, I received an email from Docusign telling me to sign a document from my doctor. I clicked the link, signed up, and couldn’t find the document. Now when I sign in I get a dead end, it wants me to create an envelope which I can’t do because it also tells me I have too many drafts and there’s no way I can delete them. I can’t leave this page, I’m stuck on it. Luckily I have 3 docusign.com tabs open and I can post here using this tab to sign?I’ve received 3 emails from Docusign telling me to sign but it won’t let me sign. What can I do? Do I have to be a paying member to sign? Do I have to pay for support?