Core Capabilities

I am using Salesforce to access the DocuSign folder and documents. From the DocuSign file component, I have this. From here I select 2 documents, and there is also an action button on the right side that will trigger a workflow.The workflow needs to combine these 2 selected documents and then create a new document. I did create a document workflow. When I run this workflow, in the XML I found that it has 2 documents in the Params variable. When I imported that XML, I found that the XML contained only one document.  

Here is a question - Why does DocuSign think it is okay to charge someone’s card $266 without any warning that there is a bill coming due after 2 years?  This morning I logged into my account to change my subscription to monthly instead of annual because it is no longer necessary for me to maintain an annual account.  DocuSign charged me for the next year (amount not authorized) and changed my subscription starting next year.  This is NOT okay.  My annual subscription ran out as of today and as of today I would like to change the way I am billed. I would like a full refund for the annual rate that, again, was not authorized and to immediately switch to a month-to-month plan or cancel. I have been a long-time user of DocuSign and would like to continue, however, I am very disturbed by the way this has been handled and by the lack of support for this matter. Any help you can offer would be greatly appreciated.  

Screenshot 2025...shows the webform options. I would like to put the attached logo on the webform, but don't see an option. How can I do this?

Hello,How to schedule a Retrieve export using Microsoft Task Scheduler?

Yesterday I purchased a docusign Business Pro subscription for its advertised ability to create PowerForms. In spite of updating a properly prepared template and having (I had to add this…???) PowerForm Administrator permissions, I do not see a link to create a PowerForm from my template. Please advise as to why this is occurring. 

HelloI am trying to access a copy of a signed document that was sent to my email last May (May-24).  I no longer have the email with the document ID and I am desperately trying to get copies of those documents.   Is there a way for Docusign to resend those emails to me with the document ID so I can review these documents?  Otherwise how do I access the documents?  Thank you!

Can someone please explain what happens when there are two people who need to sign the document? Does it get sent to the first signer then only after they sign it does it get sent to the second signer? Does that process happen automatically? Does the signing always have to go in order or can it get sent to both parties at the same time?

DocuSign is literally the worst company! Ive been trying for 2 days to create a case to speak to someone about them just randomly changing our account and the amount of envelopes we get each month and I cannot get any resolution. Everytime I try to create a case it wants me to login but when I try the login does not work even though im logged into my DocuSign account.We’ve been using them for years but at this point I am looking for a different solution and will cancel this. INSANE that you cant get a hold of anyone to help you!

Some documents we put on DocuSign, such as shareholder resolutions do not need to be signed by all parties.There needs to be a facility to delete a document when the time period for signing has passed without the system sending the signatories a deleted, expired or void notification which just causes confusion.We generally, as a result, have to email all signatories and tell them to ignore the email from DocuSign as it is incorrect and this is not good for DocuSign’s reputation or ours.

I am not able to access my Docusign account, and am not getting a timely response from customer support.  Case ID 15534001.  This is affecting my business.  It has been approx 18 hours so far without any resolution or direction.  I am hoping that someone from Docusign sees this post and will help out!

We need to implement a restriction preventing all the uses and admins from editing the document name however they should still retain the ability to edit all other document attributes as needed. For example, if the user or the group has a “view and edit” access they should be able to edit only the attributes not the document name.

Is it possible to add some additional roles. In the instance of the way I am using the tool for the signing of documents it would be really useful if I could allow the first point of contact to review and comment.On their approval I would like it to flow to the signer to actually sign off the document. Then for another role to be added that sends only the completed document to another contact for their reference and record keeping. Currently I am setting the first person as a viewer, then a signer and the third is in CC. But the first person is viewing and before they get a chance to comment or approve the document is signed. The third person is getting too much information. 

Lately Every document I do is getting auto tagged on every signature line?? How can I turn this OFF? I am having to go through every document and remove all the “Auto Tagging” it does on its own before I can tag for signatures :-(  Hoping some way to turn it off and I’ve tried everything I can think off. Thanks

We have a few follow-up questions regarding the use of Qualified Electronic Signatures (QES), which — as far as we understand — are also part of the Docusign offering. We are particularly interested in using this functionality within our HR department.Under German law, there are specific formal requirements. For example, fixed-term employment contracts generally require the written form (a "wet ink" signature) to be legally valid. However, the legislator now allows this written form to be replaced by a Qualified Electronic Signature (only!), which makes QES highly relevant for us.We have reviewed the available documentation on QES provided by Docusign, but we are still unclear on how the process works in practice.We understand that QES differs

I want to know if there's a way to hide the DocuSign header when embedding it in an iframe. I'm currently using a standard envelope template and displaying the signing page in an iframe, but I only want the user to sign the document — not see options like 'Decline to Sign' or 'Finish Later'. Is there a way to hide those options or the entire header?

I need assistance figuring out what product best suits my needs. I have written emails and tried finding contact numbers. This is my last attempt before going to another platform.

hi,I have not created a Powerform in a while.  I can see where some templates have Powerforms.   I see there’s an option to edit a powerform, but when I click on that option, I don’t see the actual link, or any other option I used to see - like changing the sender,etc.  I’m an administrator in DocuSign, as I’ve always been. Has something changed with Powerform permissions? I finally found where I can edit the Powerform and change the sender,etc… it has changed since last I’ve done this! Thanks,maggieupdate - I finally found where I can edit and change sender - thanks

I am disappointed in the emails we get from Docusign.  There are so many scams that come through email it’s impossible to tell at first sight.  It’s a cumbersome process to get the email and interrupt my work to sign in to the website and verify the email is legitimate.  The emails don’t say who it’s from.  If I am waiting for a document, I know what to look for.  The anonymity of the email slows everything down.  The extra layers of security we have to use now are ridiculous.  Hackers are going to get in anyway and for the average business, it’s time consuming.  I don’t want to pay my staff to sit around getting second and third codes and passwords to open something.  Productivity is down and everyone is just frustrated.  We have trouble finding workers in our area and having to spend more time bringing them up to speed on each separate software is not in our best interest.  I’m sorry, but I believe we are going to cancel Docusign and if others want our signature they’ll have to ge

Hi We are having an issue trying to download a completed document.    No completion email received.  Status is archive deleted.  We’ve tried different browsers,clearing cache, coming off the network, coming off vpn, incognito., sending to a mobile device and various other devices.  Logging in outwith the firm also does not work.  The sender and recipient have said no completion email has been received but the status is complete.  I can download each page individually but there are 255 pages in one of the documents.  I’m not really getting anywhere with DuS support who just keep saying it’s our network but our tech guys are saying it’s not……..

Hi everyone,I'm working with a large number of users in DocuSign who currently have the DS Viewer role. I have a list of their email addresses and the new groups they should be assigned to.Is there a way to bulk update user group memberships using just the email and the target groups—without needing to export or retrieve full user details?The issue I’m facing is that the export tool limits me to 10,000 records, and I’ve already applied all available filters to try and reduce the dataset.Any advice or best practices would be really helpful. Thanks in advance!

Can you set two potential signers to one signature line, and it will accept the signature of whoever gets to it first? I don't need both to sign, I just need one of them to sign and either of their signatures are acceptable.

For document generation templates with a lot of sender fields and rules the usability for the sender is not optimal as all fields will be displayed on the same "Add field data" page, also fields that doesnt need to be filled out in specific cases, because a rule hides them, will be displayed.So I propose, if not already in discussion, a feature to edit the layout of the "Add field data" page like you can already do with the WebForms feature. As a result document generation template creators should be able to define custom "Add field data" pages with page titles and the sender fields to display, and they also should be able to define rules to hide fields and pages in specific situations, if this cannot be done automatically by the defined rules in the document generation template.

I was told that Attachments on web forms would be available in July.  Could you give me an ETA?

Hello,Anyone experiencing issues with people trying to sign documents but the screen just flashes and does not allow them to sign?  I have many users that just start having this issue.  They don’t receive any errors, just a quick flash and nothing happens.

Hello,Given the recent UI update to CLM, I am now (as the account admin) unable to send a public share link (as outlined in this admin guide).I understand that I am still able to send folders, but sometimes I need to link colleagues to specific files. Does anyone have a solution for this? Do I need to change something in the admin settings?