Core Capabilities

HiI have but an recipent on hold for tomorrow, but now I need to send the document now.How do I remove the Hold on??Thanks in advanvce!!

Hello DocuSign team,I have a DocuSign developer account and am evaluating the CFR Part 11 signing experience for an API integration.Could you please advise whether it is possible to provision a CFR Part 11-enabled demo account, or enable the module for my existing developer account, for testing purposes? In particular, I need to test the required Reason for Signing flow and its behavior in embedded/API-driven signing.Please let me know the process, any eligibility requirements, and whether this requires a paid evaluation or a production subscription.Thank you

Occasionally I get an Invalide Date error message in Docusign after entering a valid DOB on Date field in Docusign webform.We do noth ave any special case or extra logic on date field, Just a standard Date.Note:- Most of the time looks good but happened few times and our QA engineer also observed few times. Anybody know why?  

We use DocuSign for contracts.  These contract swill have multiple multi-page documents within.  We’d like to have the ability to have page numbers add after the documents get combined in DocuSign for approvals. This would allow the approvers to see a total page count of the entire envelope.

Been using an esig  version for 15 days. Seems like a nice robust product but it also seems buggy. Today I began to receive the error Max ricipients per envelope transaction. I only have 3 recipients configured to receive so I do not understand. Is there a different reason and if so how can I correct it so that I can continue to eval? we like the product but onve we purchase it we go live so these  showstoppers must understood now. I have uploaded the error. Any suggestions can also be emailed to  T*************@*****.com **attachment removed as it contains PII**

I have a client who disputes a docusign Certificate of Completion.  He believes the person who created the envelope also signed it as the recipient without his permission.  I have the Certificate and some of the metadata from Docusign's response to my subpoena, but I need an expert to help me understand what I am looking at, draft additional subpoena's and deposition questions and perhaps testify at trial depending on what we discover.

I have DocuSign eSignature integrated with Salesforce, and I’m trying to build a workflow for NDAs. The desired flow is:  A sales rep triggers the NDA from Salesforce. The NDA (as a Word document) is first sent to our in-house lawyer for review and redlining. After edits, the lawyer sends the redlined version to the client for their redlining. Once all redlines are resolved, the finalized NDA should be routed for signature and automatically saved back to the Salesforce record.  Is there a recommended setup within DocuSign + Salesforce that supports this kind of internal-editing → client-redlining → final-signature workflow? And should this be done via document markup inside DocuSign, or external Word redlining and then re-uploading versions?We have Docusign E-Signature licenses. Not sure if I need another license for negotiate or CLM? 

The documentation for the documentsearchtask API states that the response for a collection of documents will include a Next/Previous href to support pagination (assuming there are more results).This was working for us until early August. Then the “Next” href disappeared.I’m unable to get the Next in the response. Interestingly, if I use the limit and offset (eg, limit=10, offset=20) I do get a Previous in the response.https://developers.docusign.com/docs/clm-api/reference/tasks/documentsearchtasks/post/Is anyone else having this problem? It feels like something has changed in the response.Or can someone help with how to structure the API call so that a Next appears in the response?

We use Purview and have word docs protected by information protection that encrypts the docs at time of sending/creation.When a user uploads doc for e-signature it fails.What is best process to enable the user to sign these docs?

Hi there,I’m testing out DocGen for Salesforce and have been really impressed by the tool so far. The process is pretty smooth and easy to use, but I’m wondering about the flexibility of “Document Rules” under the “Upload Documents” step. As I understand it, these are designed to give you some conditional logic for dynamically deciding what documents are generated based on field data in the primary object. However, I’m wondering if there is any way to build rules that reference field data from related (parent or child) objects. In my case, the object I’m using is a junction for multiple related objects, so it doesn’t have all the field data immediately available. This was fine when building the document itself, but it doesn’t seem like I can reference any of those related objects for the purposes of a document rule.For example, my primary object (Contract) is related to the Product object, which contains data about the “type” of document I want to generate. If the type = A, I want to g

I am sharing this in hopes that it reaches others who may be in a similar situation or just anyone in general. I recently have had some financial issues and have also been working on improving my credit . I was delighted to see some "excellent approval odds" on several personal loan companies in which I applied.  After applying and getting rejected so many times I gave up.  Well to my surprise I received an email from some sheisty sheisters posing as Lending club! WOW I was finally approved!! All this hard work finally paid off?? Being that they were using docu-sign i thought for sure this must be legit. Haha nope but I sure did fall for it.  E- signed these lovely documents which said I'd soon be receiving $3000 electronically straight into my bank account. I just needed to provide every personal detail I could to have my identity stolen 😭 I was so overwhelmed with racing thoughts of excitement over all the debt I could finally pay off and what I'd be able to accomplish that it truly

I created a digital signature but the document that needs my signature does not use the signature I created.  How can I force the document that needs my signature to use the signature I created? 

every time I go to set up a document to sign, I have to change the font and text color for each field. Is there not a choice to set my individual choices for my envelopes and save it as a default? thanks 

Hi AllIs there a way to change or better, remove entirely, the default quick view filters? Everyday I open DocuSign and then have to “clear filters” because, yet again, DocuSign has provided defaults that are not helpful to me.thanks,mr1

Hi Support,I'm using Bulk Send in DocuSign with a routing order of Reviewer (view-only) → Signer.The reviewer's role is just to view the document before it moves on — they're not signing or adding anything. The problem is that the data I've loaded via the Bulk Send recipient list doesn't populate/display for the reviewer at their step. It only shows up once the envelope reaches the signer.Setup details:Recipient 1: Reviewer — action type set to "Needs to View" (or "Receives a Copy," whichever applies) Recipient 2: Signer — action type "Needs to Sign" Data source: Bulk Send list (CSV) mapped to envelope custom fields / recipient fieldsWhat I need:The reviewer should be able to see the bulk-loaded data (the merged field values) at their step, so they can confirm accuracy before the envelope continues to the signer.Question for Support:Is this a known limitation of Bulk Send with "Needs to View" recipients, or is there a configuration fix — such as a template field visibility setting, rec

When sending documents out for signature and using Shared Access can the sender be a shared mailbox?

@Vinicius.Rodrigues Can you help me on this?I have send a document using docusign from a salesforce. after signing the document the docusign status not completd in Salesforce. why is there any spicfic reason? can send a document on this. 

Summary: Trial account support access failure and signer invitation not deliveredAdditional details:I can access my DocuSign eSignature trial account normally, but Support Center authentication returns REGISTRATION_HANDLER_ERROR / NO_ACCOUNT. I also attempted to register for the DocuSign Community, but submission results in a 400 “bad request” error.Separately, I have an active envelope with three sequential signers. Signers 1 and 2 have completed signing. Signer 3 remains “Needs to Sign”. The recipient email was successfully corrected from f***********@gmail.com to s*******@gmail.com and this correction is recorded in Envelope History. The envelope was resent after correction, but no signing invitation has been received at s*********@gmail.com, and the envelope does not appear in that recipient’s DocuSign account. Recipient notification settings are enabled.Please investigate the account/support-access issue and the signer 3 delivery/routing issue without affecting the completed signa

I sent out a document to my recipients using the free trial version, but they didn’t receive any notification via email. We all have used Docusign in the past (without an account) and had no issue receiving and viewing the document. Their emails are also not blocking and filtering anything from Docusign. They had to create an account to view and sign the document. Is there something in the settings that I can change to prevent this? I don’t want my recipient have to create an account to view the document; I want them to receive an email notification. Is this because I’m using the free trial version? 

When you have set up Shared Access for a team to collaborate the team can easily view and act on envelopes. When an individual receives an envelope that should ONLY be visible to the individual can you restrict access to that individual and hide it from the Shared Access group? If I am in multiple Shared Access groups can all users see all my documents in the groups?

In our development Docusign environment, we are seeing duplicate control fills - Duplicate tab fills in checkboxesWe do not see this in production Docusign and cannot trace this to code related or template related issues.  Is anyone seeing this in their Docusign development environment?  The only other thing we could think of is that the base pdf is somehow filling an underlying pdf control….but this started occurring in all of our templates simultaneously, even ones we have not touched in some time. 

Good morning, I’m in the middle of Docusign’s validation and I just noticed that the user ID on the signature field cannot be shown entirely in the document nor in the signature certificate (settting the signature to max size doesn’t show it either).I know that you can check the entire ID of the account users using the Administrator tab but, how about the non-account users? Can I somehow configure the signatures so the entire ID is shown and double checked to ensure that it is actually the same user signing?I’m specially ‘concerned’ about smartphone signature identity verification because I’m not finding any fields that can be used to reliably identify the user. Thank you in advance

Auto renewed the subscription including advanced signature. spent HOURS trying to pay. Finally got through. Paying for account for over a month that doesn’t work. Can’t use advanced signature. Told to go back to account manager. 24 hours later and a disappoined client later no wiser .Impossible to reach customer service in real time. 

I have a Document Template that has 3 total signers. The Document Template is used across 10 Envelope Templates. In some Envelope Templates, I need all 3 signers, no issue there. The problem is, on certain Envelope Templates that use the Document Template, I only need 2 signers.My question is: If I send an Envelope Template (via the API through my own app) and only assign email values for signer 1 and signer 3, will signer 2’s fields be removed automatically? Or will the envelope fail to send, or even get stuck on an a non-existent “Signer 2”?I understand that quick workaround would be to create a Document Template for 2 signers, and a Document Template for all 3 signers, but that approach feels like it defeats the purpose of Document Templates. I also tried creating the Envelope Template using the Document Template, deleting signer 2’s fields from the Envelope Template, but editing the original Document Template re-applies Signer 2’s fields (as expected). 

How can I bulk download my signed envelopes WITHOUT downloading any other application or doing some kind of programming?  I’m using DocuSign in a corporate environment and I cannot download/install applications.  Frankly this is a basic feature and there should be as simple as “select all” > “download” under Completed Agreements.  It’s ridiculous that this feature is not readily apparent.