Core Capabilities

Hi, I am building out a Gen Word template. I have two tables that I want to display when a picklist field - Recurring_Product__c is Monthly or a seperate table when Recurring_Product__c = One Time Charge. I currently have this in my word doc:  <# <Conditional Table="./Recurring_Product__c" Match="Monthly" /> #> Recurring Services Product Name Term (in Months) Monthly Price Total Price <# <TableRow Select="/Opportunity//OpportunityLineItems" /> #><# <Content Select="./Product2.Name"/> #> <# <Content Select="./Term_in_Month_s__c"/> #> <# <Content Select="./UnitPrice"/> #> <# <Content Select="./TotalPrice"/> #> <# <EndConditional/> #> I am receiving errors when I test and generate a document.TemplateErrorExists:Schema Validation Error: The 'Table' attribute is not declared. TemplateErrorExists:Error: EndConditional without matching ConditionalI a

I would like to see some more advanced reporting capabilities as I desperately need:the ability to see per user what task group(s) they are in The ability to report on task groups and the members within themThis has also been raised  

I have created documents in classic with radio buttons, but have not found where they are in the new version of the creator/editor.  Are they in the new version?

Im willing to apply for esignaturesStill difficult for me

I have been dealing with an issue where every day (generally later in the day) our account starts telling us that we have reached our envelope allowance. This shouldn’t be happening because we are on an IAM Professional plan. Each time I reach out to support I get something different. Sometimes its “a known bug that is being worked on”, sometimes its “a billing issue that will resolve in 24 hours”, sometimes its ‘throttling”. I have sent in 15+ service requests over the course of a month and a half with zero solutions. The service team will put me on hold for 30 minutes and tell me they are speaking with their ‘internal team’ and then they say their team was busy but they will call back…. and then I never get a call back… Has anybody experienced this issue, and if so how can I get it fixed. I wish the service team could actually help in any way shape or form. So frustrating.

I have been having a lot of clients state that they are not receiving the DocuSign email when I sent them an envelope to sign. The email is not in their Spam folder either. Anyone else had issues with this? 

With DocuSign it is possible to attach excels during signing, but during the process it transforms the excel into a document, is there a configuration that keeps the excel as an excel attachment?

Hi everyone,We’ve noticed something odd in our UAT environment and wanted to check if others are experiencing the same.In our workflow, when we declare a Date variable like: return DateTime.Today;We expect it to return today at 12:00 AM local time (ET).But in UAT, it’s instead returning yesterday at 7:00 PM. Interestingly, when we declare it like:return DateTime.Today.ToString();…it returns the correct value → today at 12:00 AM. So the behavior changes depending on whether the value is returned as a DateTime vs. a string.This only happens in UAT, not in production environment.Has anyone else run into this issue in their UAT?Is this expected behavior in DocuSign UAT, or could this be a bug?Thanks in advance for sharing your experience!

I attempted to sign a document using my Portuguese ID Card; however, the system rejected it, stating that the new version of the card is not accepted. I contacted the other party to the contract to explain the situation, but they informed me that there is no alternative method for obtaining the signature and that the process via DocuSign is mandatory.I am unsure how to proceed, as it is not my fault that the system does not accept my ID card, which holds the same legal validity as the previous version.

I was sent a document for signature by a 3rd party. I opened the relevant link and uploaded my custom signature. I clicked the region to be signed. Unfortunately the image initials appear too small in the document.  Now every time I open the link it uses the same initials to sign and I can't change it. I tried to hover of the logo to get the change signature option but it doesn't show up. How do I resolve this issue?

Hello - We have a document that we would like to be able to route as follows, is it possible? Signer 1 - student, who uploads supporting docs Review/Possible signer - the form first goes to the Registrar. If no further action is needed, the Registrar will sign and close the envelope, But if further action is needed, the Registrar can route the form to the Curriculum Reviewer. The Curriculum Reviewer will make notes and sign and close the envelope. Everyone (including the Registrar) will be notified.Is this at all possible within Docusign?Many thanks,Jacob

We are unable to use docusign because it says our credit card has expired. We have updated it several times, we have an active credit. But the same error comes up. We have opened cases and requested call backs but no one is responding. We cannot use our account. Could someone please help or advise? The support service is terrible.

We are trying to remove the person’s name from the “Message from” part of the e-mail sent to users.  As an example, when the user first clicks the “Review Document” button from the e-mail, they get something similar to…  Right now, the person sending the envelop has their name and the company name shown.  How do we either get rid of the entire line or the name of the person sending it?

Hello -I used to be able to upload a pdf to an envelope and then apply a template or upon the upload it would automatically have a pop-up box appear asking if that was the template I wanted to use.  Now I don’t get the automatic template application and if I apply a template some fields don’t appear and others it seems are huge because the file is loading smaller than normal?  I’m perplexed.I no longer get the emails from DocuSign when my powerform has been completed either.

On the Standard Plan DocuSign, can i make text box in a template be / allow multi-lines?I cannot see that option on the left or right menus. 

I use the DocuSign template feature all the time and have always had a really good experience with it up until recently. Over the past few weeks I’ve noticed the template feature has been incredibly buggy. For example, I already have a template that I created last year that I’ve been using, but can no longer make the same basic updates without running into errors, basic edits such as updating a signatory name and email address or even replacing the document in the template (which the document can’t be deleted).  I also can’t even create a new template because I get an error message and the error messages often don’t make sense. For example, the error message in the attached is for the body description and I get this same error message whether I add text to the body or not.  I’ve even tried creating a template from a sent agreement by clicking “Save as Template” but all these issues still occur.  Would love for this to be fixed as I use this template feature often. 

Candidate filled in wrong details to the Compliance form (TFN / Superform), as admin we are unabel to edit the generated pdf to correct details.Whenever we try to edit the pdf it says, it is already signed.But candidate hasn't signed yet

Hi,I use DocuSign maybe once a year for a couple of signatures, so I usually subscribe for a month or two then cancel my paid subscription. I did not download my invoices prior to closing my account, and now I don’t have access to them and can’t create a case on the support site because I don’t have a paid subscription.How do I get my invoices?Thanks!

I sometime have to sign documents with just my name, and sometimes I have to sign with my name and a title afterwards, such as Trustee.  Does Docusign allow a signer to select which signature to use before I start signing a document?  If so, how do I set this up?Thanks.

Hi!  Can someone help me how can I retrieve past invoices from 2024 after I cancelled subscription early in 2024?Once I go to https://apps.docusign.com/admin/billing  - I see only my account ID and the status of my account as Freemium. But the access to my past invoices is gone! I would highly appreciate some help ASAP, because I am required to present these invoices for accounting for 2024 reporting. 

Dear DocuSign-Community,as my search wasn’t succesful, I’ll try hear and have the following question:I need to get my document signed by either one of both directors.As I don’t know with one I can reach first, I would like to send the document via DocuSign to both to get a signature as soon as possible. If the first one signed, I do not need a second signature anymore. Is it possible to map this process in DocuSign? How can I do this?Thx in advance! :-)Simone

HiMy son is trying to complete the identity verification process on your platform, but the system is unable to recognize his passport during the document's photo scanning step (when at last after a lot of time it recognize the passport photo page, he fails to get the identify approval).Me and 3 others succeed to get approval and we were in the same roomHe has a valid passport, photographed clearly, in good lighting, and from a straight angle, but the process keeps failing.I would appreciate it if you could review this issue or offer an alternative method (such as uploading a scanned image or manual verification).Details: Document type: Israeli passport (non biometric) Expiry date: [8/3/2027] We tried with my phone also Request: Please advise whether a manual or alternative verification is possible. Thank you in advance for your support,

I need to discuss my account. I tried to upgrade to get more sends. I put in my info for them to charge me once. And, they charged me 26 times. According to my bank, they actually tried to charge me over 50 times but they took all my money so they couldn’t. How do I get this fixed and get my money back?  

Hello! I am trying to cancel my DocuSign account. I was just charged for an annual subscription on 3.31.25. When I tried to cancel it, I received a message saying:Refund informationWe’re sorry to inform you that your account is not eligible for a refund. This is either because it's been over 30 days since your purchase or you do not have an annual subscription. For more information on refunds, please review our Terms and Conditions.The customer support chatbot either drops the chat immediately or asks me if I need help with fraud. I’ve been a DocuSign customer for 5 years and can’t believe that I’m receiving such poor support. Does anyone have any suggestios on how to reach a live support person. I tried to login and schedule a callback and was booted off the page as well. Thanks!

Hi there. I'm trying to understand the right structure for our Docusign workflow. We want to use Docusign as a pre-start vehicle before people join the business, specifically to collect data, get documents signed, and receive documents from new hires.We're currently subscribed to the Business Pro plan for one month, and that's what we intend to use. We've already created a web form for people to enter their personal data, and we also have a PDF document that needs to be completed and signed with their personal details. Additionally, we need to have documents uploaded so that we have some information before their starting date.Could someone please provide some pointers on the expected structure for this workflow? I'm feeling a little overwhelmed with the amount of information available and would really appreciate some guidance. Thank you.