Core Capabilities

My team manages DocuSIgn CLM integrated with Salesforce.  How do we use E-Sig PowerForm for when CLM workflow is not required? 

I have a user that has a completed DS document but it has ‘In Progress’ as a watermark on all pages - how can this be removed?Thanks Cliff

Hey DocuSign!  The UI for Task Groups is clunky which makes managing Task Groups a daunting task.  We asked three years ago for a report that would simply show all individuals tied to a task group.  Should be something pretty simple. Thank you in advance.

Hey,Despite multiple attempts to cancel my account through your system, I have found it deliberately difficult to do so. This practice appears intentionally obstructive and constitutes a deceptive business practice and no it’s not a Free Account.I have already filed the GDPR request to have my account information removed and tried several times to remove my account. Please do not direct me to FAQ instructions on how to remove my account or downgrade subscriptions etc.. as I have already gone through those steps. I am the account admin so I am able to access the information but due to features you have in place to make it hard to remove/cancel subscriptions as well as remove my own account.So my question is where do I get my account removed that actually works or my subscription cancelled before I escalate this case further. Thank you.  

My other accounts subscribed to unlimited envelopes, but they didn't go to my account the next day. I am now requesting a refund 

For several years we used Docusign but they started double charging our account and would not provide a resolution until the company involved..  It has been 4 years and we decided to try it again.  20 minutes after signing up for the $15.00 monthly plan, they added on a $300.00 charge that was NOT AUTHORIZED.  As soon as I put in my credit card for $15.00 personal monthly account they scammed me by adding some charge for something I did not authorize or sign up for.  Has anyone else had this happen? Does anyone have a way to actually contact them? Their customer service link sends you to a FAQ not an actual person.

Hello team,I would like to implement liveness detection ID verification in our project for e-signature workflows. However, we currently do not have any available options to test this feature, nor do we have proper documentation to proceed.On our sandbox account, we only see basic identity verification methods like phone verification — no options for liveness detection or document-based identity checks. Please refer to the attached screenshot for better understanding.Could you kindly guide me on how to enable and test liveness detection ID verification in the sandbox environment? If this feature is only available on specific plans, please share the requirements and necessary steps to activate it.Thank you.  

Hi there!Can I upload an agreement that the other participant has to sign legally identified with any of their legal document (ID, passport, etc.).What happens if I had to prove to an authority (Hungary, EU) that the document is signed by a real person (BTW who lives in the other side of the globe). Will they (the authorities) accept the undersigning? How can I or the authorities check whether the other participant used their real name and other information?

Heads up for the Docusign Learning team for Web Forms. I believe the wrong video is embedded in one of your self-paced courses. See screenshot below. “When to Use Standalone Web Form” has a video that discusses Work Spaces not Web Forms. Thanks! 

On your portal you indicate that it is not possible to download the task groups. However I would very much like to have a download of the task groups including the users that belong to a task group. Can you please create a standard report in CLM so it is possible to generate this report and download it. We need to have this for audit purposes.This was raised as a support case 15761114. I was advised to make this a topic here. Hence this request. The support case I will close

Please help! I have fully paid for a Business Pro account and have been using the service. It was fine until I got blocked from entering my account and had to file a case to regain access. Then after regaining access my account now no longer says it is a Business Pro account and I cannot use any of the services that I paid for. For context, I paid for the monthly 20 days ago and there is no way it could be an issue of renewal. I am also completely unable to contact support since their website wont allow me to contact them unless I upgrade my account. I even tried paying for an upgrade so I could contact them and it wouldn't process. I also tried responding to my previous emails with their support and I receive emails back saying I have to open a new case. I really don’t understand why they make their customer support completely unreachable. 

Hello,My team is interested in making edits to the Attributes for a document while it’s out for External Review to help with some reporting requirements, however since the document is “locked” while it is out for External Review, the Attributes are also locked and therefore cannot be edited (not even by an Admin).  Is there a way to unlock just the Attributes while it’s out for External Review?One of my CLM admins believes that it’s possible it may be possible to adjust this lockdown in the workflow configuration, but I can’t seem to find any documentation anywhere on how this might be done (and what sort of difficulty this kind of configuration adjustment would be - if it’s even at all possible).  Does this sound familiar and/or possible?  I’ve been trying to look at the actual workflow steps of an old version of CLM that I still have access to for insight and it doesn’t give insight as to whether each of those External Review steps has any sort of “locking” mechanism

How do I add a supplemental document. When I try to add a new file into a new envelop the drop down doesn't allow me to select Supplemental Document? Is there a certain level of license I need as I have a single user license.

Can someone verify if DocuSign CLM AI-Assisted Review can be used with DocuSign FedRamp? Our IT Team read Docusign seems to be an app we need to add to 365/word, but GCC high (Government Community Cloud High) doesn't support it (see below). However, they also found some docs that indicated Hidden Level can get the XML or app, then modify the connections to support FedRAMP Docusign.  Is this accurate? 

My account is subscribed to IAM Standard but cannot log in now. Requesting refund. Account cannot log in and unable to create case 

Clicking on almost anything within the web portal takes up to a full minute or more to respond. Doesn’t matter what browser is used.  Any ideas of what the issue might be or how to resolve? 

Hi community,We're currently experiencing an issue where DocuSign emails are not being delivered to Yahoo Mail inboxes. Users with Yahoo addresses are not receiving the signing or notification emails, while other email domains (like Gmail and Outlook) are working fine.Has anyone else experienced this issue recently? Could this be related to DKIM/SPF settings or an issue on DocuSign’s sending domain?Any advice or confirmation from the DocuSign team would be greatly appreciated.Thanks,  Masood Huraira

We have edited our Resource Files for the Agent and the Customer emails, but when the Agent has yet to send to Customer the reminder that is sent to the Agent is the Customer email. Is there a way to resend the Agent reminder email to the Agent instead of the Customer? We are also sending everything out via API. Hope that was clear? Thank you,

Detect a pdf signed by DocuSign in the DLP based on metadata. Is there a way to detect a file signed by DocuSign in Purview DLP's? Sample Sudo code below, (assuming DocuSign signed pdf file has some property which Purview can detect, which I can use in ContentPropertyContainsWords condition. ) # script to create 'HK Test Delete after Aug07'New-DlpCompliancePolicy ` -Name 'HK Test Delete after Aug07' ` -Comment 'HK Test Delete after Aug07' ` -Mode 'TestWithoutNotifications' ` -ExchangeLocation All ` ; New-DlpComplianceRule ` -Name 'TST - HK Test Delete after Aug07' ` -Policy 'HK Test Delete after Aug07' ` -AdvancedRule '{ "Version": "1.0", "Condition": { "Operator": "And", "SubConditions": [ { "ConditionName": "AccessScop

Hello, can anybody tell me if it is possible to upload documents in DocuSign in color? I noticed the default is to convert documents to black & white during upload. Tanks.

I work for a company. I created a dev account before the company made an organization and invited me to it.Now, when I log in I have two accounts.Company Name (the one that was created when I created my account) Company Name, Inc (created by the company I work for)I need to removed the first account. It’s interfering with our development because when I try and auth it’s pulling data from the wrong account.All the documentation about how to cancel or downgrade do not apply here. I can’t open a Case because I do not have a production account.I can provide account numbers. I’m attaching a screenshot of what it looks like when I log in.How do I resolve this? 

I am sending documents to a client and they are not receiving in their email...no clue why this is suddenly happening. Anyone had the same problem or know how to correct?

I originally created a template and after testing it successfully, I decided to make it a Web Form.  Everything so far has populating correctly, except one formula.  The formula calculates based on the value from a drop-down * another formula.  What should I modify to make it work successfully with this Web Form?

I’m having an issue with PowerForms that I’m assuming is user error, but can’t seem to track down the issue.  I’ve created a template with four signers that I have successfully tested.  I then create a PowerForm using that template, confirming the four named (but no email included) recipients, but when I use the URL to test the form, it goes directly to showing the documents without any fields to populate.  I am not prompted to fill in the names or email addresses of any signers.  I then receive a notice via DocuSign (as both administrator and including my email as receiving a copy) that the form has been completed.  The included documents are just the blank forms.  I have tested this by both using a different browser where I have never logged into DocuSign from and my personal computer that has never signed into my work account.Any thoughts on where in the process I’m going wrong?  Thank you.

Out of nowhere we are now receiving the error message when someone submits a web form.Account or user does not have permission to set recipient email notifications.The account authorized to send as has an admin role and has the right permissions.