Core Capabilities

Hi Team,we are not getting Continue or finish option after uploading document. we have integrated DocuSign with our application. this issue is happening with only 1 user however rest users are getting. attached image for yor reference.we have done below troubleshooting but result is same.clear cache, history tried the same login with different devices  tried to use different signature.  

Is there a way I can upload my signature and save it, so I use the same signature everytime?  I have one that I use in my email and have used for years to sign documents and checks. Right now I have to create a signature each time I sign a document and the software will not even let me save that one.Suggestions Thanks 

Is there a way to edit just one document (remove and replace or add) to a packet of documents already created without having to start over in assigning all fields to all documents within the packet?

Is there an API that can be called to give someone CLM access at the beginning of a workflow and then remove access at the end of a workflow?

Why are the form fields blank after I send the document, even though I have filled them in and can see the completed form before I send?

When I create an envelope to send it uploads with a double text / blurry text as pictured. It does not look like this in my files on my computer before uploading. Please help!

We are using the CLM Files Lightning Component to display the documents in Docusign associated with the Salesforce record on screen.  It currently displays the Filename, Description, and Last Modified date, but I’d like to be able to show different columns (or at least know what other columns I could potentially show). Do we have any control over what columns are displayed from within the CLM Files Lightning Component?  If so, how can I change those columns?

how the heck to i get docusign to resend me a document from a month ago that i did not sign from my lawyers? it is only a month old and i have tried to contact them but it wont let me through to ask anyone,,thanks

Hi, I wanted to create a Webform for a Supplier Onboarding Form. I wanted to create a template with both form (A and B) and within the webform, let the respondent select which form they will be filling up. I used a radio button at the start to let the respondent select and it should bring them to the appropriate page with the relevant questions for the chosen form. I tried to do a test run first and realized that once I filled up the form and send it off for signature, it shows both the pdf forms as one pdf. I was wondering if it is possible to set it so if the respondent selects form A then at the sign off it only shows form A with the filled up answer and vice versa instead of showing both form A and B but only form A being filled up. Or would I have to actually create 2 separate templates and webform for each form.

HiI am using a Power Form and wanted certain fields to be Collaborative.  I was able to go into settings in the template and enable as Collaborative as detailed in the link below.https://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=vbt1578456355414.html&_LANG=enusSpecifically in the link below, it indicates that (Optional) If you want all changes to the field to be rerouted to recipients for review and approval, select the Changes Require Initials option.I have done all of this - but nothing is getting automatically rerouted to prior signers after a subsequent signer makes a change?Please advise on why this might be happening

Good morning everybody question. Where do I find expired envelopes and can they be reactivated and resent?

Is it possible to send out a document with docusign without allowing the recipient to download it? We would like to send out some confidential documents via docusign in connection with our employment agreements but we wouldn't want the recipient to be able to download those other documents. Is this possible? Thanks!

Good morning community!...does anyone know if the DocuSign delivery failure notifications contain content to report the failure due to a TLS error? (in other words, If I activate enforced TLS and the recipients email server does not / cannot support at least TLS 1.2...will I receive sufficient details to notify me OR will I just receive a ‘generic’ Failure notification ?)...and, can I obtain statistics on deliver failures from within the application, as an administrator? Thankyou !!!

We are due to go live with QES at the beginning of November.As you would expect we have watched the DocuSign video, which is very helpful, but for obvious reasons we wanted to test the process ourselves ahead of roll-out. However, when issuing a document (from the Sandbox) requiring a QES to one of the team using their work email address, the process didn’t work: issuing from live also didn’t work, but issuing to a staff member’s personal email address DID work and worked well. Is there a restriction that prevents us issuing to colleagues using their work email addresses - may be because they are already within one of our DocuSign groups? We never encountered that problem when testing documents requiring only a Simple Signature - even with the addition of 2FA. Do we need to tweak a setting?If one of the Community has experience of this, and can share, I would be grateful.Thank you. Alan

Good morning - I saved a document the other day (I clicked the ‘x’ which says ‘save and close’) but I can’t find the envelope to pick up from where I left off and send it out.  I’ve clicked on each tab and there’s nothing there.  Could someone assist with where I can find it?  I had had trouble previously trying to save and had to re-do it a few times as it kept saying that I had an error with my recipients.  The email addresses and phone numbers for 2-stage verification were correct, so I don’t know why there was an issue.  When I did a new envelope it seemed ok with it and I thought it had saved and closed it.  I’d rather not have to do it all again and want to understand where it goes and what I might have done wrong, or is this an issue with DocuSign with the recipient error?

Hi, at the “Home” tab, it reflects as 1 document is expiring soon but I cannot locate this document even if I select “All Time” or any document sent to me or by me etc. Is there a system glitch somewhere?

I have never had an issue with Docusign before. When I attempt to sign the document fails to load (imagine a spinning wheel).Any suggestions?

Please, help. All signed documents are coming with this message. How can I take it off?  

Hello,I dont see option to Send envelope permission “Allow users to send envelope “is selected in permission profile, what can cause this issue?  

We’re trying to make our first anual payment, but there’s no option in our account to do it, in the plan and billing option there’s no option to make the payment, we only have the option to update the payment method. If the payment has been made automatically, we also don’t have the option to manage the our invoices

Wanted to ask for Webforms, how do we set up an approval workflow with conditional logic such that if the requestor chooses option A within the form, it will send out using the approver list A, if they choose option B, it will send out using the approver list B etc. Currently I am trying to create a webform that will send out to multiple people for approval. The person approving will depend on the requestor’s department. So, I was thinking if it was possible to have a question within the form to ask e.g. what department they are from and depending on the answer, it will have the preset approver to send out to. Hopefully this question is clear thank you!

Why are Recipient is being sent multiple emails to review and sign a documents even after they have completed the signature

Hi All,  I’m trying to use the following XML tag to suppress Opp Line Items that have the following “Product Family” values “MOJOx”, “LSAxx”, “PPCxx”, or “WSTND” however I’m running into issues.  <# <TableRow Select="/Opportunity//OpportunityLineItems"> #> <# <SuppressTableRow Select="./Product_Family__c" Test="text() = 'WSTND' or text() = 'PPCxx' or text() = 'LSAxx' or text() = 'MOJOx'" /> #> <# <Content Select="./Product2.Name"/> #> <# </TableRow> #> Any ideas on how I can get this to function correctly?  Thanks!

Dear Community,just need a quick understanding if there is a way to send an envelope document for signature and receive an email from DocuSign copying my team members in that email that shows the progression of whom i have sent the envelope too ?i have tried doing co CCing my team and they were able to see the document however they were unable for some reason to see who have i sent this document too.   

I am sending a Real Estate agreement to 4 parties to sign. If I add the “date agreement” into the document, will DocuSign only add it after all parties have signed it and it’s sent back to me. I have not numbered the sequence for the parties to sign it so some may sign today and others may sign tomorrow. I just don’t want to receive it back with todays date if the final signature is not completed until tomorrow.