Core Capabilities

We are using a webform to collect data that is then being transferred to another system.  The key is getting the CSV download so that we are not retyping the data. The volume of transactions requires that we look at transactions daily.  When we ‘download’ at the template level, we get everything, and then have to filter down to the ‘new transactions’.  The most efficient would be to schedule a report, but when I look at the webform data report, it does not allow scheduling, and it doesn’t give the date granularity I need- preferable I would want a daily report that says show me yesterday.  Any thoughts on how to make this a usable, efficient process? 

Hi, I have several envelopes that were sent, and I can see in the status that they are about to expire in 3 days. What can I do to extend the expiration date? I don’t see an option to correct them.Thanks!

I want to create an alert to admin when a closed account tries to login to account, it should create an alert notification to admin with that account information

I signed a document through DocuSign, but I later discovered that the company that sent it to me has committed fraud.I would like to revoke my signature or otherwise invalidate the document, as I do not want it to be considered valid.Could you please advise me on the correct procedure to follow in this case?Thank you very much for your support. 

Hi everyone,I have a question about creating Web Forms. Is it possible to use variables in the Welcome page text?For example, in Maestro I have a variable that stores the candidate’s name in candidateName. I’d like to display that value directly in the welcome message.I tried using the same variable syntax that works in CLM (<%#Variable.candidateName%>), but it doesn’t work in Web Forms.Is there a supported way to insert field values or variables into the welcome page content?Thanks in advance! 

Hello,Our organization uses DocuSign envelopes where we must collect information exclusively in English. To ensure compliance, we need to prevent signers from changing the language on the disclosure page or information intake fields.Currently, signers can use the language dropdown to switch from English. Our goal is to either: Hide the language dropdown entirely and lock the page in English, or Set English as the default and disable the option to change it. How can this be achieved through account, branding, or template settings?Thank you for your assistance. 

Hi Team, I am trying to create a docusign contract for one of our customer. Their email address is ********* However, even if we use an alternative, we still get the same error message.  Error: Incorrect email address format. Verify the email address or contact your administrator for the correct format.

Can you update a document’s prefill tab after the envelope has been signed once?If not, must I create a new envelope each time I need to update the prefill tab?I want the ability to mark a user as “Rejected”, and I believe the only way is to add prefill tabs, but they get baked into the document after a user signs. 

ello DocuSign Developer Community,I am using a DocuSign **Sandbox account** for testing and trying to create envelopes via the eSignature API. However, I am receiving the following error when sending envelopes:Error code: ENVELOPE_ALLOWANCE_EXCEEDED  Message: The envelope allowance for the account has been exceeded.The strange thing is that in my Sandbox Admin dashboard, the account shows **"Unlimited" envelopes** and only **51 envelopes used**. Environment details:  - Sandbox account email: ***email removed***- Account ID: **********- API SDK: PHP eSignature SDK (vendor/docusign/esign-client)  I would like to know:  1. Why is the API returning this error even though the dashboard shows unlimited envelopes?  2. How can I reset or fix the envelope quota for this Sandbox account?  3. Is this a known issue for Sandbox environments?Thank you in advance for your help.

How can the order of an attachment be manually set within a template? The default is that all attachments are appended at the end of the document.I am specifically using the Smartsheet-DocuSign integration so the option/solution would need to be available within that context.

Hallo,wir haben in unserem Unternehmen folgende Situation:Unser Geschäftsführer besitzt zwei DocuSign-Konten mit derselben E-Mail-Adresse ein älteres NA4-Konto (Nordamerika) ein neues EU-Konto (Standardkonto, soll künftig genutzt werden) Das NA4-Konto soll bestehen bleiben, Umschläge sollen jedoch zukünftig ausschließlich auf das EU-Konto zugestellt werden. Hat jemand schon Erfahrung damit gemacht, ob nun alle Umschläge (auch wenn diese von einem NA4-Server Konto an meinen Geschäftsführer gesendet werden) wirklich ausschließlich an das neue EU-Konto kommen? Oder kommt es vor, dass sich Umschläge an das NA4-Konto ‘verirren’? Vielen Dank im Voraus! _______________________________________________________________________________________Hello,We have the following situation in our company:Our managing director h

There should be a way to change the text of your preset boxes without having to create a generic text box from scratch.

Will this course be offered for the East Coast?

Hello everyone, Is a envelope used when using the “Sign document” function, and are there any costs associated with this (even in the long term)? 

I am the only person on a personal account that I used for business. I no longer have access to the email address and now can not complete the 2FA to access my account. I also can not access the account to place a support ticket! How do I access MY account without this. Based on previous responses I see the answer is I can’t and if that is the case, how do I cancel my account since I can’t use it, but have paid for it!?

Hi. I've created an envelope template using a number of Checkboxes. Each Checkbox has been given a value. Is it possible to create a Formula Field that uses the value within a Checkbox against a Number Field?

Dear all,Hope you are wellDo you if the signed document and the certificate (PDF format) could be considered as format for long term archiving?Currently I passed the document to PDF/A but the electronic seal is broken and it is not cosidered the original record anymore.Do you know if in the future DoucuSign will render documents as PDF/A? Thanks in advance

We are getting duplicate notifications sent for envelopes that were already approved by people in the envelope workflow - this has been happening all day!  Please help

Hello. The attachment field is not appearing in my standard fields in DocuSign? I have signer attachment field enabled under sending settings. I have a Business Pro account. Thank you 

Hi DocuSign Community,I’ve searched the forum and FAQs but seems couldn’t find a clear answer.I plan to purchase an additional 100 envelopes halfway through my billing period (around 6 months left until renewal) and will be charged a prorated fee for this purchase.My question is: will the envelope quantity itself also be prorated, or will I still receive the full 100 envelopes for the remaining term?Thanks in advance! 

I’ve been task to troubleshoot why DocuSign emails are not being delivered properly or sometime not at all.  I’ve recognized some ‘sender’ using DocuSign are on a RBL and I can understand why my email security tool is blocking it.My recent issue is with a simple test.  I logged onto my limited DocuSign account to send an document (very simple document from MS Word).   Upon tracking it, it failed to be delivered.  When I look more into it, it stated the ‘FROM’ address and Remote Server name was 48ac67@prd-bd-p8tzly.emaillisttracking.com via my email security tool (Mimecast).Why is this occurring when I’ve send a document to be signed, directly from the DocuSign site itself?

I sent invitation e-mails with links for 2 new users to be added to my company's corporate account. The user clicked on accept in the invitation, but he isn’t connected to our account. It looks like he’s just on the 2 week trial. What is missing here?

Hello!Many users from Ukraine face the problem of not being able to register due to an error in their phone.I know for sure that the phone number is entered correctly, the advice to enter the full number does not help.This applies to some operators from Ukraine (but not all).Is it possible to fix this problem? Or is there another way of authorization besides the phone?  

The filled out fields in an uploaded lease PDF appear blank in docusign. Had to send via Adobe Acrobat. Can’t send a lease for signature if the fillable fields are blank. What went wrong? Must forms be filled out in DocuSign? 

If I use the assign signatory function, can other members listed as recipients or signers of the envelope see the email that’s been assigned? This is not including the Certificate of Completion that is generated.