Core Capabilities

When using the “Specify Recipients” option, there are two issues that together create a functional defect:1) Name field appears as mandatory but must actually be emptyIn the recipient setup, the Name field has a * (star) beside it, which in standard convention means the field is required and must be filled in by the sender.However, in the Specify Recipients scenario:If the sender fills in the Name field, the envelope cannot be sent. To proceed, the sender must leave the Name field blank.So the UI is instructing users to do the exact opposite of what is actually required. This is not just confusing; it is contrary to the documented UX pattern where * means “must be filled in”.Expected behavior:For Specify Recipients, the Name field should not be marked with a * (or should clearly be indicated as optional/must be left blank for this routing type). Alternatively, the UI should dynamically change the requirement/indicator when Specify Recipients is used.2) Error message is incorrect and do

Estou tentando assinar um documento mas sempre esta dando erro, alguém poderia me ajudar?

Hi. Every time I am trying to open document which I need to sign message ‘’You’ve reached the authentication limit’’ appears on screen. However I do not exceed the limit of attempts. I have tried next day and day after, same issue. Please investigate issue. 

I noticed a “Restart flow” button in the upper right hand corner of the web form screen (after clicking on an existing web form from the templates tab → My Web Forms.) Is it new? What does it do? I couldn’t find anything about it in the last few release notes. Also, I needed to get an activated webform URL, but could only get it after clicking on the “Use” button. Are there release notes on the recent webform updates? Thanks in advance for any guidance. I hadn’t had to make any updates to my webforms since earlier in the year, and noticed some of these changes. 

Hello - I uploaded my template from my testing dev environment to the live production one. The layout and format is identical and the fields are both on the document and part of my conditional rules. However, not all fields are showing up when I go to the editor → Sender → Misc. Fields. The field shows up in the conditional rule but I am not able to add it anywhere else on the template or add another condition to the rule. I also tried creating a new field with the same name but the system did not allow me. What steps should I take next?

I am going to replace the document of my template with its new version. Some fields (powered by DocuSign) will be deleted and some new ones are to be added.My concern is, does it take effect to already signed and submitted documents? If I delete some DocuSign fields, are those fields deleted from older documents?

Hello,We are trying to stack 3 different templates in one envelope with each template having a different signing order.Template 1: Officer, Member, Internal DeptTemplate 2: VP Officer, MemberTemplate 3: Member, Internal DeptWhen reviewing prior to sending these docs in one envelope, the signing order is duplicating the Internal Dept. Is there a way to avoid duplicates in these cases?Thanks! 

I have created a PowerForm for my organization to use and have tested it out a few times.   The PowerForm has multiple approvers, with the first person using it filling in the next level approvers.  When the next approvers get the email to sign, it looks like I personally, as the creator of the PowerForm, sent them the document to review and sign, even though it really is coming from the initial user of the PowerForm.    Is there anyway around a PowerForm request looking like it came from the creator of the PowerForm other than having to set up a “no reply” email account to transfer the PowerForm ownership to?

CLM API Base Domain Changes Coming with Azure MigrationIf you're using the Docusign CLM API in your integration, there's an important change you need to be aware of. As part of Docusign CLM's migration to Microsoft Azure, the base domains for CLM API endpoints are changing. If your integration hard-codes base domains anywhere in your codebase or configuration, you will need to update them after your account is migrated. For a general overview of the migration and what else to expect, please review the official migration guide here:🔗 https://support.docusign.com/s/articles/FAQ-Docusign-CLM-and-Gen-Migration-to-Microsoft-Azure-Cloud---Below is a comparison of the old and new base domain formats:Pre-Migration Object & Task API https://api{datacenter}.springcm.com Content API (Upload) https://apiupload{datacenter}.springcm.com Content API (Download) https://apidownload{datacenter}.springcm.com  Post-Migration — Production Object & Task

i have three tenants that need to sign before a witness. can they use the same witness

No matter how well I line up my fields when preparing an envelope, they are ALWAYS out of alignment post signing. What am I doing wrong? This makes my signed documents look terribly untidy, no matter how much I try.Example here where the fields are perfectly aligned and centred within each section of the document. However, the final result has them both unaligned on the left-hand side, and also out of alignment with my document. 

Hi,I have an envelope with seven different documents both Excel and Word.They need to be signed from a supplier and our management.When creating the envelope, I didn’t see buttons/ options to set and define the signature fields.Strangely, before submitting the envelope for signature, DocuSign system asks me if I don’t prefer adding fields.My question is: HOW?Thank you for your help! 

I cannot “correct” a document I sent, no signatures have been started yet.  The account is called HR@  so I am the sender for the HR account.  I cc’d my name on the document but technically “HR” is the sender.  How can I correct?

Hi,I sent an envelope and need to correct one letter in a recipient’s email address.I’ve read the support/community posts saying I should be able to correct the recipient email after sending, but I’m not seeing the Correct option or a clear way to edit the email address.What I’ve already checked: I am the sender/owner of the envelope. This is a paid DocuSign account. The envelope has not been completed. One person has signed. I only need to correct one letter in the email address. I do not want to void the envelope and resend it. Can someone tell me why I’m not seeing the option to correct the recipient email, or where exactly I should go to make this change?

Apparently if a non-licensed user completes a web form and creates a docusign account, the user is unable to see the forms they have filled out on their docusign account.  The only way to retrieve the document is through the email link.  All forms that are filled should be visible to any of the people involved when they sign into a docusign account in my opinion. Please let me know if I am wrong about this.  

Hi,At my company we have a gen template which uses the standard anchor tags/autoplace text for name, signature and company - \co1\, \s1\ etc.We have an issue that seems to only happen with one client, and we can’t get to the bottom of it. When the client receives the docusign, the company has autopopulated with a company that the client does not work at and has never heard of we have no record of the company on salesforce eitherThe client says they don’t have a docusign account and this doesn’t happen with any other companies, only us. Could anyone point me in the right direction?Many thanks! 

We use to get the completed document attached to the completed email. In the last few weeks, DocuSign stopped sending the PDF document. What happened? How can this be fixed?

Hello everyone,We are facing an issue where users are receiving too many email notifications during document reviews in DocuSign CLM.The system sends a separate email every single time a user is tagged in a comment, when someone replies to a comment, or when a comment is marked as resolved. Has anyone found a way to turn off these specific notifications? Any workarounds or advice would be greatly appreciated.Thank you,Radha

In DocuSign, we send a document that includes an attachment tab for uploading a driving license. Is it possible to restrict the number of files that can be uploaded in a specific attachment tab?

Documents always open at 100% zoom. For our use case 100% is too large and users resize on every open. Request: ability to set a default zoom level — either as a tenant-wide setting or a user-persistable preference — so the viewer opens at the user’s preferred size (e.g., 75%) without manual resizing

how can i get an excel spreadsheet exported from esig to a directory in CLM?  I only see 3 options for export in esig under rules.  If not is there a way to dump it to a CLM workflow and then put it into CLM?

Hi! I’m trying to build an envelope template tied to a document template that shows certain ‘Spouse’ fields if the recipient has a spouse. Here’s what I’ve done so far:I created a document template with conditional fields to check for a spouse based on sender input. this shows or hides spouse text I created an envelope template that I want to connect to my document template and here is where i get stuck: the spouse is automatically added as a recipient because it is included in the document template. If I delete it, it obviously deletes the fields as well so they are no longer included in the document’s conditional text I added a routing group for spouse, but then I cannot seem to add the signature within the document’s conditional rule  Is there any workaround without having to create 2 envelope templates?Thank you! 

When a document is sent to a user through DocuSign and the user uploads a driving license as an attachment, the driving license can be uploaded in different file formats (such as JPG, PNG, or PDF). However, after it is uploaded to the envelope, DocuSign converts the attachment to PDF format. Is that correct?

Where can I find the total document storage used by each DocuSign account? I did a little digging and it doesn’t seem like this is possible with the API. 

Hello,I am working on the Business Continuity Procedure for my company. Could you please let me know what are the RTO and RPO for DocuSign? Or what should be the expected maximum amount of tolerable data loss and maximum outage time for DocuSign? Thanks.