Core Capabilities

JohnSimpActive Voice

How to create a Hyperlink in CLM Doc Gen document

Can anyone provide some example code for inserting a dynamic link into a Doc Gen? Specifically I have a field on my Doc Gen intake where a user enters a URL. That URL then should create a Hyperlink on the generated document. I’ve tried various combination per Docusigns support page but no luck. Here is what I’ve tried so far:<html><head></head><body><a href=”<# <Content Select=”//Link” Optional=”true”/> #>”>Link to Contract Summary</a></body></html><a href=”<# <Content Select="//Link" Optional="true"/> #>”>Link to Contract Summary</a>

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rvsilvabhNewcomer

Can I disable the Download option for recipients on specific DocuSign templates?

Hi everyone,When recipients open a document in DocuSign, they see a Download button on the right-hand side of the signing page (screenshot attached).I’m wondering if it’s possible to: Disable or hide the Download option for recipients, but only for specific templates (not globally across the account). Or, if that’s not possible, whether there are any recommended best practices to prevent recipients from downloading certain documents before completing the signing process. Has anyone implemented something like this using template settings, recipient permissions, or API parameters?Thanks in advance for your insights!

Emma McNewcomer

I have created a webform template that I would like a supplier to instigate for small value instructions.When I select options, it doesn’t have “share the URL” and will only allow me to share with people in my organisation. How can I share this outside my organisation other than me having to add them as a recipient?

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vishnuConversation Starter

Change "Review Document" Button text in Docusign Emails

Is it possible to change the text of the "Review Document" button in Docusign email notifications?

1034

mshealyEstablished Contributor

esig webform to kick off workflow in CLM

Has anyone used a webform to kick off a CLM workflow? If so how.

24413

gunhanNewcomer

Registration from Turkey

Hi — I’m not a U.S. citizen. How can I register and sign the DocuSign document from abroad?Also, our company’s authorized officer will sign the document. Do you require any corporate documents (e.g., board resolution, power of attorney) or notarization for the corporate signature

361

ShannonNewcomer

Docusign Package requiring a fax number

I’m trying to send out a document for signatures, which I’ve done a number of times, but it’s now showing that a fax number is required for each of the signers. (Even though the fax box is greyed out, and it won’t let me enter anything into the fax number field, so there’s no way for me to send the document.) How do I fix this so it’s not a required field?

GulliNewcomer

My boss asked me to pre-set his signature so he can sign a document from his phone. How can I do that?

282

MistyMaoNewcomer

Unable to Open Agreement: "Something Went Wrong" Error

When trying to open an agreement sent by my client. Every time I click the link to access the document, I receive the following error message:“Something went wrong. We were unable to process this request. If the issue persists, please contact support.”Has anyone else experienced this problem? I’ve tried accessing the document from different browsers and devices, but the error persists. Any suggestions or known workarounds would be greatly appreciated.

634

leonorNew Voice

Is it possible the sender to add information to an envelop after I sign

I have a question regarding the security and integrity of DocuSign documents. Once a recipient has signed a document, and the sender has already signed, is it still possible for the sender to modify or add information to the document without the recipient being notified of those changes? Thank you in advance

M.DeGoedeNewcomer

The invoices that I receive for the Town are emailed to me. I save them and then send them to the department heads for signature and coding. The person that helped me with onboarding created a special field for me to drag on the invoices so they can enter the coding number in it. If I send just one invoice it all works out. If I send a group in one envelope, it lets me drag the signature, date and special field to each invoice, which can be signed and auto dated, but duplicates the coding in my custom field for all the invoices. Anyone know how to isolate each code per invoice in the envelope group

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Code Maths HubNew Voice

E-mail address for Support Centre

I cannot find an e-mail address for Support and I need to get a supplier onboarding form as our account is overdue and we are no longer allowed to use the company credit card for subscriptions.

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TiredNew Voice

i need to downgrade my account to free

I need help downgrading my account to free

445

AnonymousNewcomer

2/4 Signers not receiving docusign envelope

I urgently need help. I have 2 signers who have not received their Docusign envelope. I have triple checked emails, changed email addresses, re-ordered the signing order, resent the envelope. They have checked their spam. The envelope is not going through. How can I resolve this issue asap?

15113

TrevorGreenNewcomer

Will the Retrieve download tool be anyway affected by the move to MS Azure?

We received the notification stating “Important Update - Docusign Transactions Moving to Microsoft Azure, Action May be Required” Will the Retrieve download tool be anyway affected by the move to MS Azure?Is there anything that the customer should be aware of with Retrieve downloads in the Azure environment or will the move to Azure be seamless in respect to “Retrieve” downloads?

472

Sofia.KaritziNewcomer

CLM Reporting: Repeating attributes are summarized automatically

I am pulling a report and many of the columns I am inserting are repeating attributes. If I have more than one repeating attribute in my report, then CLM reporting summarizes these attributes in the same row. When exporting the report in either csv or xlsx format, the attributes remain combined in the same row. Is there a way to have CLM stop combining repeating attributes? Here is the message from the add column page “We'll summarize the repeating attributes data in the report to make it easier to scan. To see the full details in the report, select only one repeating attribute instead of multiple.” Adding a screenshot from the Docusign report. PS: Under Admin>Account Management>Account Settings>Reports the option “Separate repeating attributes in rows for document report export” is already checked.

150

CheriNewcomer

Add Fields for all recipients

I just want to send one document to several recipients for them to sign. Why do I have to put a sign field for each recipient and not just send the one document to several recipients?

442

ChaitanyaNewcomer

API to get folders and access documents in that folder in CLM

Hi, I’m new to DocuSign CLM and need to access account-specific documents (e.g., Account → Contracts → NDAs) within CLM. I want to display these documents in a web UI in a table and am looking for an API that can help achieve this.

150

David Herzog AttorneyNew Voice

Date of Last Signature - No Signing Order

Docusign should be able to trigger a date for last signature without setting a signing order. It’s frequently a headache in my law practice to set a signing order, especially when I have multiple parties and am trying to gather signatures as quickly as possible.

513

ServeshDigital Collaborator

Query recipients from Review and Send for Signature step

We have a requirement to send a document using the "Email Document" step to the same recipient used in the "Review and Send for Signature" step. However, we’re unable to retrieve the recipient details during runtime, as the step doesn’t provide any useful output. Additionally, we can't predefine the recipient to use a common variable across both steps.Is there a way to dynamically access the recipient information—perhaps using XPath or a system variable—so it can be reused in the "Email Document" step?

524

AlexDyerNewcomer

If an envelope has been signed by 2 people and I need to correct it to change the third signatory, will the first two have to sign again?

The envelope was to be signed by two clients and an adviser from our company. The clients have signed but the adviser is now on holiday for two weeks. I want to change the third signatory to an adviser that is in the office and can DocuSign. Will making this correction resend the envelope to the clients to re-sign?

1507

SeeBeeNewcomer

Error when I true to use the docusign button that was sent to me in an email

Hello, Can you please help me? I am unable to access docusign documents sent to me. When I click the button in the email I receive I get an error message. I pasted it below. This happens both when using a VPN and not.

352

DillonSnethkampNew Voice

Improve Text Field Functionality with Wrapping & Line Breaks

Currently, text fields feel extremely limited. If I need to type more than ‘x’ characters, the text does not wrap to the next line but instead runs off the page. This forces me to create multiple separate text boxes just to capture a single message. In some cases, I’ve had to make 10+ text boxes for what should be one continuous entry.It would be much more user-friendly if text fields automatically wrapped text and allowed line breaks (e.g., pressing “Enter” to move to the next line). This seems like a straightforward improvement, and I believe many users run into the same issue. Adding this functionality would save significant time, improve readability, and make DocuSign far easier to use for longer entries

1532

Anchor Tags and sending to multiple people via salesforce

StephDCTeamNew Voice

asked in DocGen

hello!I am using Docusign Gen + ESignature to deliver documents via Salesforce. I am using anchor tags in my docusign gen document. i AM asking for advice on how to send to the document to multiple contacts at once where they can all fill out the fields on the document. for example: i have 3 client contacts to send the document to who could fill out document, however only need one signature.my fields in my document are not specific to any signers - i want anyone to be able to complete the information in the document. how do i build that signer order to accommodate this request?

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