Core Capabilities

Everytime I log in, Docusign shows me ‘help menus’. I got this, I don’t need to see it everytime.Its a busy one person office. That slows me down. Can we turn it off? Don’t need reminders EVERY time. See attached photoThanks,Clutter-bug

Users are unable to access the mailbox after it has been shared, even though access has been granted -Manage Access in DocuSign.

I have problem to get verification code via SMS I did update my phoneI checked my phone number and it's correct I checked with my phone connection provider they said my number didn't block any messages and messages not send from the sender (Docusign)My phone number code Thailand +66please solve this problem, thank you

There are two recipients who have communicated that they will not be signing the documents. I discussed this with my stakeholders, who told me that it would be OK to not have them sign the documents, and that I just need to place a textbox there with ‘Not Applicable’. To clarify, their names will be present in the document, but will not have their signatures. I attached a file where already one person is shown with ‘Not Applicable’. This was already the case before uploading the document to docusign. I would like to add the text 'Not applicable’ to the 2 empty ones as well. I tried to correct the file by removing the signature and date boxes and replacing them with text boxes, but then it would resend the file. For some reason, I also can't alter them by downloading and editing the PDF for some reason.Is there a more elegant solution for this perhaps?Robin

Looking to find out if anybody is using a regex patter for the numbers in a text box as a validation to only allow user enter max of 10 numbers but is still able to enter less than 10, without being forced to add zeros in front of it if the number is less than 10 digits. And is still able to complete the envelope. Thank you,  

Hi one of my witness not yet signed. When i have sent envelop he is not receiving mails from Docusign and he asked me to change email id. However in my envelop i am not able to update his email id. I am a free user and not using any paid subscription.  Is it because of free user limitation? 

Hi everyone,Is there any possibility to export dashboards to another environment in DocuSign?I know that reports can be exported, but I would like to understand if the same is possible for dashboards as well.Thanks in advance!

Hi, we operate a bank and need to utalise the in person signing facility. Current process is as follows. Lender will generate documents eg application form or loan contract, print and have the customer sign in person.  We are looking to move to a model where we have a Kiosk Ipad fixed to the desk. The lender produces the documents required, is able to load into DocuSign and send directly to the iPad for the customer to signWhat we don't want the customer to have to do here is to log into their email accounts to fetch the link then sign. We would like there to be a way for us to directly send the documents to that specific iPad, say IPAD-25 or the iPad in a specific branch. We would also be open (but not preferred) to the idea of our staff logging into their DocuSign account to fetch the documents and present to the customer to sign. 

Essentially, I have several documents to send out to multiple recipients. I need any one of the recipients to sign any of the documents and have the signature witnessed. Signing Groups appears to let me either have multiple recipients where only one signs OR have witnessed signing, but not both. To make things more complicated, only some of the documents require witnessing (though I imagine I would just need to create a separate envelope for the witnessed documents). 

I am editing a template in the new editor and a lot of the fields available in the classic editor are not available in the new one.  When will these features be available and why weren’t they implemented in the first place?Unfortunately the document I am editing is complex and I need to be able to create a template using all of the classic features in addition to the new ones.

Hi all, I signed up yesterday so I could send out documents for SignatureI sent 5 envelopes then received a message saying “the envelope allowance for the account has been exceeded” I checked my usage details (below) and it’s showing that 5 envelopes out of 10 included have been used Regardless, I went to upgrade my account so I could send all the envelopes required and I received the message below I don’t seem to be able to get through to support in any capacity - click on ‘chat’ and it

Hi, I am wondering if there is an "or" functionality where as I am able to send a document to two people (from one department) but only require one of their signatures in order for it to progress to the next signatory?In other words, I send out documents for signing to different departments but only need one signature from each department but I'd like everyone in that department to be able to have the chance to sign and once it is it goes to the next department. Please advise if there is a way to make this work! ThanksJimmy

Hi everyone,I’m using DS IAM with new interface. I am trying to map a Web Form checkbox group to an eSignature envelope template checkbox group but I keep getting this error:DOCGEN_PROCESSING_FAILURE  “Checkbox Values can't be blank”Setup:Web Form- API reference name: Checkboxpartenaire- Options (and API value): Facebook, Instagram, TikTokEnvelope Template- 3 checkboxes from the same group- same Data Label: Checkboxpartenaire- grouped togetherHowever, in the template editor I only see the Data Label field and no place to define the checkbox option values (Facebook / Instagram / TikTok).How should checkbox group values be configured in the template so they correctly map from the Web Form? In the example below I was even trying to add the API Value directly but there should be an area to provide both checkbox group API value and each checkbox API value no?

Account Creation and Payment: On 22/03/2026, I created an account using my email address (which is different from one I am posting) and subscribed to the eSignature Standard Plan with an annual payment of $240. I have attached confirmation from my credit card (SMS and online banking) as proof of payment. Initial Usage: I created one template & sent out an agreement for signing the email went out but now the link is no longer accessible. Access Issues: Suddenly, I was unable to access the account via the links provided in your emails. Hence I had to create this free account just to post about my issue. Password Problems: I attempted to log in, but the password I set was deemed invalid. As the sole user, I am certain I did not change it. Password Reset Attempts: I tried to reset the password using the "Forgot Password" feature. However, I did not receive th

Hi everyone, I have just subscribed to DocuSign with the option of using QES for signing documents as and when needed. How do I set up my QES if I don’t already have my digital identity verified? I know DocuSign is a QTPS but I do not find any clear information on requesting this service. Thanks in advance!

HiHas anyone come across an issue where recipients can’t read the document they receive because it’s very small type and all left aligned on the screen.The recipient is picking up the DocuSign envelope on their mobile phone, and using their browser to open (not the DocuSign app). See below screenshot. 

My colleague Dan B sent several envelopes using another colleague's (Dan C) account to which he has Shared Access. Dan B added himself and a third party as Receive a Copy recipients on the envelopes. About 30 of the envelopes have been signed, but Dan B is saying he only got copies for four of them. I have looked at the history logs for a few of the envelopes for which he did not receive copies and confirmed that copies of the executed document were only sent to the signer and to Dan C not to Dan B or the third party. They received a copy of the initial outgoing email when it was sent, but not a copy of the executed document. I don't understand this - docusign is supposed to send a copy of the executed document to ALL recipients.!--endfragment>!--startfragment>I have attached history logs and screenshots of the Recipients screen for two envelopes - one for which Dan B did receive the executed documents and one for which he did not.  Thanks,Teri

Hi all,I have a workflow that calls an intake form to upload a document. When a user with CLM User permission tries to upload a document an error occurred (see screenshot below). I also added the user under the Folder Security and assigned the following: “View & Create” or “View & Edit” or “View, Edit & Delete” or “View, Edit, Delete & Set Access” but to no avail. Am I missing some settings?As CLM Admin, I can upload a document without an issue. Thank you in advance. 

I can see doc’s needing action and when I attempt to sign, I get“We couldn't find the page you're looking for”When I use the docusign app I am able to sign.I use pihole (DNS filter) and have whitelisted apps.docusign.com but that didn’t change anything.Laptop is a fully up to date MacBook Pro using Firefox.  Just started a session with Chrome, no issue there…  I will finish in Chrome.  Not my preferred browser.I have approved MANY docs over the years, but this issue only started recently.Firefox issue or Docusign?

I’m looking for guidance on how to control the rows displayed within a table in a DocuSign Doc Gen template generated from Salesforce data.Current Behavior:Our Salesforce data structure allows for multiple records per Brand (for example, multiple “Caldera” records with the same service type). When the document is generated, each individual record is rendered as its own row in the table.Desired Outcome:We would like to display only a single row per Brand in the generated document, even when multiple Salesforce records exist for that Brand.Question:Is there a supported way within DocuSign Doc Gen to group, deduplicate, or otherwise control the dataset so that only one row per Brand is rendered in the table?

I’ve created a template and have shared that with select colleagues to use. In order to keep track of when the template has been used by the colleagues I shared it with, from my understanding is I should be able to see that in the History (Template→Elipses→History). However, when I click on history I only see my own use history of that template. I am the owner of the template as well. Is there a step I’m missing? How can I view when the template I have created, shared, and am owner of has been used by the users I’ve shared it with?

Dear Community,How to make fields (checkbox, text, signature) optional, yet still visually prompt the signatory to review them - without blocking completion and without adding required elements (radio button, required text etc.).

Há uns 2 meses atras, nossa conta estava ativa, o plano era anual e provavelmente deu o periodo de renovação do plano, não atualizaram a forma de pagamento e desabilitaram nossa conta.Hoje ao tentar acessar, apareceu uma mensagem falando que a conta não existe.Como faço para habilitar a conta novamente, pagando o plano anual? ==================================================================================================================================================== How to reactivate an account that previously existed The company I work for had an annual plan, but I went on vacation and, upon returning, I noticed that our account had been deactivated. After checking, it was likely because the plan set up last year was linked to a credit card that has since been canceled, and the payment method was not updated.How can I reactivate the account, resume the subscription, and regain access to the documents that were prev

Is it possible to manage CLM Users via API, like setting user PERSONA and the MANAGED BY field?

Hi all, I have 22 users set up on our business account with one person receiving an error message when uploading to an envelop to say the file size exceeds 25mb. However, a different user on our account seems to have been able to send it without any issues whatsoever. They are both trying to create the envelop in the same way so not sure what is happening. Any advice or suggestions as to why this is happening. They both have exactly the same set up re permissions etc.Thanks in advance!Katie