Core Capabilities

Normally the ECF on the template helps us organize envelopes that are being backed up using the Agreement Rules.  However now we are using Web Forms, but it looks like the ECF can only be put on the Pre-fill page.  The problem with this is that we are using web forms so that our employees won’t have to have an account in Docusign but still fill out forms.  Therefore having the ECF on the pre-fill page is not an option. On the web form, there is the option for “Save as envelope custom field” on text and drop-down fields on the pages that are not Pre-fill.  When it is selected and the web form is activated, the ECF isn’t being updated so the Agreement Rules are not working.  Does anyone have any other suggestions or helpful ways to make the ECF work from the other pages?

Hi everyone,I’m trying to find out whether there’s a way to disable the “Correct” (envelope correction) feature in DocuSign for my account — or at least restrict who can use it to a specific set of users. (Like setting the property allowEnvelopeCorrect = false thought the esignature api?.)So far, I haven’t found any clear setting in the Admin Console to turn this off. Does anyone know if:There’s a permission or role setting that removes the ability to correct envelopes?Or if this can be disabled at the account or brand level by DocuSign Support or via an API configuration?Any guidance or confirmation from someone who’s done this would be really appreciated.Thanks!Chris

Is it possible to add an internal approval level as the first person to see a document before it is then sent onwards for signatories? Basically want a manager to review documents before they are sent externally. We have eSignature Business Pro Edition for SFDC.Thanks 

Hi, I was in a rush and used autofill for my docusign plan subscription. Now I have already been charged for a plan that I can not access. Is there a way to quickly fix this?

Hello everybody,I would like to create an automated Powerautomate Signing-Workflow with DocuSign an create a qualified electronic signature (QES). Therefore a validation workflow is necessary. We use D-Trust (Bundesdruckerei) in Germany. I need to input the verification Type as a parameter. But I am not sure what to choose or how to correctly address / initiate this verification workflow exactely. Any expericence or idea how to solve this? Thanks! Uli 

Hi! I am trying to add a conditional ‘&’ between the first and second contacts names which only appears if there is a second contact… This is the current clause, can someone help me please? I’ve been trying to get this right for an hour 😰Seller Name(s): <# <Content Select="/pba__Request__c/pba__Contact__r.Name"/> #> <# <Content Select="/pba__Request__c/Contact_2__c"/> #> Thank you! 🙏🏾

When can I start to test Demo account migration to Azure?  Sept. 1st?

The name and date fields look fine when I add them to my document, but once they have been filled in and the document has been signed they are unreadable, it is almost like the fields are too small but i can’t see anyway to make them bigger. Has anyone had any experience with this? This is what it looks like once signed  

Hi everyone,I'm exploring ways to implement a multi-step form workflow using DocuSign, but I want to avoid the typical steps of generating a dummy document from a template and deleting it afterwards.Essentially, I'm looking for a solution where users can progress through multiple steps or screens, inputting data at each stage, and then have that data captured so i can route conditionally based on the data.Is there any native support or workaround in DocuSign for this kind of flow? Any guidance or examples would be greatly appreciated!Thanks in advance.

I am new to Docusign CLM. I created a new folder that will receive incoming fully executed agreements utilizing the springCLM email that you can setup when creating folders. I sent a test document to the email address and it was a successful test. However, there were also a .txt and .png file that were parsed from the incoming sender email. I dont want to have all of these extra items in this folder as we have a high volume of incoming emails. Would I need to create a Smart Rule or Workflow to have these additional parsed items automatically moved to a “ junk “ location?  Any assistance would be greatly appreciated.  

When uploading a Word document for signature, the default PDF Document properties for Windows Options - Show is Document Title. Is there a way to make the default File Name?Thanks in advance. 

Hello, I'm looking for a Best Practices Guide to be abble to delegate specific admin responsabilities to trusted team members- without granting full admin access...Does a corporate template exist and show the signature wokflows? Thanks

I have an eSignature Business Pro subscription and should be able to send 10 envelops to 99 recipients per month. I am still within my 10 envelopes but not able to send an envelop to more than 19 recipients. Could you help me how I can send the envelop to more recipients. I need to send it to around 33 people.  

Hello,According to your documentation, it isnt possible to customize emails sent after "Voided", "Declined" and "Complete" status with data specific to our company. However this is possible with signing invitation email in the case of remote signatures. Am i wrong ? Why can we customize only one mail ?  Regards,Arthur

I signed a document this night at 0:40 from Paris, France, date of signature has been marked as yesterday instead of today.

I am creating a form that needs signature from a pdf file. Tis is for someone else.I want to send that form to them so they can sebd it for signature.I cannot work out how to do that.I have google and used co-pilot but am getting steps that are not available to meI am the administrator of a eSignature Business ProAny help will be welcome

We were able to use the dynamic dropdown option for multiselect when setting up a dynamic approver step initiating via DocGen.  When those applicable groups are selected, it looks for the task group associated with those approvers and assigns correctly.  What we are trying to do now is to extend that same functionality to the eSignature step.  I have tried to use the same variable we used for the approvals, but seems that the eSign cannot look into the task group to assign a user as I keep getting the error that an email has not been defined.Can I somehow apply the same logic but to a signature step where it can identify and assign a signer?  Or is this not possible and need to be executed manually?  This is a dynamic selection and could be different every time this form is submitted.  Thank you!

If a contract gets signed in eSignature (stand alone document), is there a way to feed that document back to CLM so it can be part of the overall file structure built in CLM?

I have a webform I created and have a few questions regarding it and the signing session that is generated after completion of the form. When I copy the URL to complete the webform, it is the same URL each time.  Do i use the same URL for every person I want to send to, or is there another method I’m supposed to be using to send it to different people to complete the webform? When someone is completing the webform, how do they save progress if they want to come back to it later, I’m not seeing that option? When the docusign signing session opens up, if I click on Finish Later, I’m not seeing any emails that come to me to allow me to restart the session?  Upon starting the webform completion, there is an individual name and email address I enter that as I understand is used for the webform and docusign session, but I don’t get any emails that I input there.

Hi Everyone! I am trying to create a simple workflow with maybe 1 or 2 steps to combine two documents together. One is a document an individual will upload and will be different every time. The second is a static document that is stored in clm.  I don't need anything to be sent out for signature, this is just a simple flow that I am trying to get to work.  These two documents are supposed to be combined together under the Combined Documents  So, the testing document is supposed to be under the same tab as combined documents.  Any suggestions? 

Hi, I’m seeking information on how you customise the Email Subject to include the customer name when creating a bulk send. I understand how to do this for individual templates (and are using successfully), but am not having success adding into the bulk send template.The reason is that signed agreements will come into a Shared Mailbox, and I need the multiple users to be able to easily identify which customer the envelope is from (without opening). I have read the related articles in the DocuSign support material and watched numerous Youtube videos, but none address this. Is there specific data you need to add into the CSV file to get this to work. Thanks in advance.Patricia

Good day I created a web form that is associated with a template. It works as expected, except I notice that when a user fills out and completes the form, I am being emailed a confirmation of the e-signature along with attachments (the signed form, and any attachments the user uploaded).I want the email to be generated, but I want it to go to a different email address. On the template’s “Add recipients” section, the first signer (which is set to “Needs to Sign”) is “Requesting User” and email is blank (assuming the applicant is to complete the form). The second signer is the role and email address I want to get the response after the user has submitted the form. That second signer is set to “Receives a Copy” and the address is hardcoded into the “Delivery” section.How might I accomplish this? 

When I click support it asks me to login. When I login it says 'unable to log in’ if this is your first login attempt after purchasing a Docusign plan, allow 15 minutes for account creation before accessing your account. For all other login scenarios, contact docusign support for assistance. I click ‘contact docusign support’ and get stuck in a loop. I have been a customer for around 3 years now and this has always been the case since I created my account.I tried to phone their office and spoke with an AI that said it could not connect me to a human and if I needed support I should go to support on their website. No wonder this company has such a terrible trustpilot score. If you would like to know my reason for contacting support, it is that when I signed up for Docusign it clearly stated that I had unlimited envelopes, as per the screenshot below:

Hi everyone! 👋I’m trying to create some performance and workflow reports within DocuSign CLM, and I’d love some advice from the community on the best way to do it.Here are a few examples of the reports I’d like to build: User Productivity Report – showing the number of contracts created, finalized, and the average time per workflow step. Bottlenecks by Stage – identifying where contracts spend the most time (e.g., Legal Review, Internal Approval). SLA Compliance Report – comparing expected vs. actual time per stage and flagging when deadlines are missed. Monthly KPI Dashboard – summarizing key indicators like total contracts, average cycle time, and overdue SLAs. I’m curious to know: Which tools or dashboards within DocuSign CLM can be used to generate these kinds of insights?

Hello,I was reviewing one of the templates in Docusign and I noticed an envelope ID on the top document before it was even signed, any suggestion on what happened or if there is setting that I need to turn off?Can the API embed the envelope ID into the PDF document when preparing the envelope?   Best regards,Emad