Core Capabilities

I would like to have a conditional field revealed only upon execution when the document is sent to the recipient. Is this possible?

I would like to know where I can validate the signature of a document using only the Docusign Envelope ID, using any tool or website provided by Docusign itself.When using the List of Signature Validators for Digitally Signed Documents, it says it cannot recognize the signature, even though the document has the validation certificate.I need a URL from DocuSign itself that validates this, Is there already an access that does that?

Good day, Previously, the AI Document Review pop-up would automatically pop-up when I download a document, it no longer does that, how can I enable AI Document Review again on use profiles?Thanks,Pfano

Hi everyone,I'm facing an unexpected behavior in my workflow related to the Params.xml file.I have a logic that compares the <UpdatedDate> value before and after a specific step, in order to detect if the file was actually modified (checked in).The issue is that Params.xml updates the <UpdatedDate> automatically, even when there’s no real change in the document. This causes the comparison logic to fail, since the timestamp changes for no apparent reason.I’d like to understand if this is an expected behavior or if there’s any configuration that could be triggering this automatic update.Thanks in advance for any help!

Starting yesterday, I cannot access the signature page, when I click on the sign button, I get a browser error: ERR_CONNECTION_RESETI see nothing in the status page but it looks like the web site is down: https://www.isitdownrightnow.com/eu.docusign.net.htmlAny idea when it should get back online?Should I find another way to sign my documents?

As a signer, can I see a previous version of a document sent to me?  I had a contract sent to me yesterday and the we discussed some changes and a new version was sent today but is it possible to view the pervious version? 

Hi Team,We’re trying to enable DocuSign access for our third-party partners through the Azure B2B (Entra ID) guest account model. Our goal is to avoid creating local DocuSign accounts for partners due to governance and lifecycle management challenges.Here’s our current setup and what we’ve tried so far: Identity provider: Microsoft Entra (Azure AD) DocuSign integration: Already enabled and working for internal employees and contractors (claimed domain) Partner access model: Partners have Entra B2B guest accounts in our tenant Feature enabled: “Allow account users with unclaimed domain email addresses log in using SSO” (Third Party Login) Issue: When testing in our lower environment, the login process stops at the ACS URL (Assertion Consumer Service endpoint). It doesn’t proceed further or complete the SSO handshake. We’ve reviewed the SAML configuration, but there’s no clear documentation on configuring DocuSign for B2B guest user access via Entra. Has anyone successfully con

I have created three templates over the last three hours, following DocuSign instructions. None of them are visible anywhere. I have not deleted them.

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!