Core Capabilities

Teams - I tried to follow the below steps to set up notifications within CLM but I am not seeing the same thing that it shows in the documentation.  From the below instruction, all I see are notifications for Slack which are also greyed out (not a big deal, not using Slack).  I am an organizational admin so should have access to determine notifications but also want to make sure the configuration is correct for the end users. ===================================================You can configure your task preferences in your Docusign CLM account. You can instruct the product to return to your inbox after you complete a task in Docusign CLM.Log in to Docusign CLM. Select the user profile icon in the top right corner, and select My Preferences. Configure your task preferences: Select the Return to your inbox after completing a task checkbox in the Tasks section. Select Save. You have configured your task preferences. Selecting the checkbox instructs the product to return to your inbox aft

Hoping to get some help as this has happened twice now. I create an account for eSignature, activated via email and paid for a plan, but less than an hour after sending my first envelope, the envelope disappears and it’s like the account was never created (existing password doesn’t exist and the email now shows up as an option for a new account). I’ve also got the receipts and bank confirmation that the money’s been taken. I also can’t get anyone from DocuSign support to get back to me because I can’t raise a support ticket because there’s no way for me to log into my now overpaid account that appears to no longer exist. 

Is it possible to add an internal approval level as the first person to see a document before it is then sent onwards for signatories? Basically want a manager to review documents before they are sent externally. We have eSignature Business Pro Edition for SFDC.Thanks 

We’re still in the process of assessing DocuSign using Demo Environment. After the update to version 4.0.3, even after Granting Consent through DocuSign Admin, we’re getting the error ClientSecretCredential authentication failed. What other configuration is required for this to be working again? 

1. Is it possible to request for an ID verification add-on to a Docusign Standard Plan? I would need to require my signers to upload and verify their ID upon signing the envelopes.2. If not possible, is there any workaround without upgrading to a higher plan?3. Does Docusign Standard Plan support any type of verification for the signers?

Why can't I change or how can I change the security questions that DocuSign has for me to verify? I have PTSD from a previous marriage and almost always when I get sent a DocuSign email notification from a company I’m forced to answer the tquestions that remind me of my traumatic experience in order for me to open the document for me to sign. I dread and si’m scared to open it. I shouldn't have to be subjected to trauma every time I need to sign a document from DocuSign. I have had a case open about it since 2022, my case number is 10093355 it has yet to be resolved. I have since remarried and clearly there's other things in my life that DocuSign can retrieve from Govt agencies or Lexus Nexus to verify my identity. There's no way to get in touch with anyone about this. DocuSign is not recipient customer friendly because in order to get some one to call or speak with a live agent via chat about this, you have to pay. This is very disturbing, discouraging, and frustrating.  Is there anyo

Hello,I am attempting to sign a document and wanting to type in one text box only. When I type, the text automatically appears in another text box and does not let me delete it without also deleting in my desired text box. Is there a fix to this?

Hello! I have the attached table working, however, it displays all quote lines under each group (screenshot “output”) instead of displaying only the quote lines that are displaying under each group (screenshot “expectedoutput”). Please help!  OutputExpected Output <# <Group Select ="/SBQQ__Quote__c//SBQQ__LineItemGroups__r" By="./Name"/> #><# <Content Select="./GroupName" /> #> Name Description Pricing <# <TableRow Select=".//SBQQ__LineItems__r" /> #><# <Content Select="./QT_Product_Name__c"/> #> <# <RichText Select="./SBQQ__Description__c"/> #> <# <Content Select="./Net_Unit_Text__c"/> #> <# <EndGroup/> #>

I recently upgraded from the standard paid version to the business pro version. However when trying to utilize some of the features like uploading a template, the feature is not available. Of course that led me to the admin page as I am the only user, and the one who started the account. Under my name nothing is listed under permission profile and there are no other users. When I click on that tab a warning pops up for about 1 second in an orange box that stated “warning add an administrator profile”. However when I try to edit my name it fails to load user information. Basically I am stuck in a loop of apparently not having an admin even though I am the only user and have the rest of the admin functionality. Needless to say it has been a very frustrating few days trying to get help on this, and it appears DocuSign themselves could care less as there is no way to contact them. Finally, I did try to open a case while logged in but it sends me to another page to get a paid account, which

Hi team,Over the last few days, when I download a signed envelope to my computer, the pdf is automatically becoming password protected. I have no idea what the password would be.  Any ideas on why this is happening? It’s only affecting me out of our whole team.

I am taking over ownership of one of the two DocuSign accounts within our organization from one of the founders of the company. This founder will still need to sign documents within almost every envelope sent out.His DocuSign account has only one user, so I changed the name and email address from his credentials to mine. I am able to log into DocuSign and send/receive envelopes. However, he is unable to log in or see envelopes sent to his email address.What do I need to do to fully change ownership of the DocuSign account to me, and also allow him to log in as an end user to sign documents?Thank you for your helpMary

Dear all,I would like to send a personnel questionnaire with the contract documents. Currently, I can attach a PDF file, but the candidate has to print it out, fill it in, and send it back to me by email or post.Do you have a solution for sending the personnel questionnaire so that the candidate can fill it in on their computer and send it back to me with the contract documents via DocuSign?Thanks and best regards,Ysa

Hello!I’m working on creating several templates that will include a pre-filled signature for one of our company representatives. I’d like the templates to have the individual’s signature pre-populated prior to the form being sent out for client signatures, as this form is sent out multiple times a day.Is this possible? I’ve been doing this work on Docusign’s site directly. The sender would not be the same individual who has the authority to sign. Any recommendations are welcome and appreciated!

Question 1:How can I filter specific documents from a list retrieved by folder path using Document IDs?I’ve successfully listed all documents by folder path (e.g., from SpringCM or a similar document management system). Now, I need to filter only a few documents from this list using their DocumentIds. What’s the best way to achieve this efficiently—should I filter after fetching all, or is there a way to apply the DocumentId filter while retrieving? Question 2:How can I attach a generated document to a Salesforce record using the Attachment object?I have a document generated in Springcm workflow , and I want to save it to the Attachment object. I’m trying to set the content in Attachment.Body, but I’m not sure about the correct way to handle the content format (e.g. Blob) and associate it with a record (ParentId). Could anyone share a working example or best practices?

Can files saved in Rooms in a DOCUSIGN Account that you no longer utilized be transferred or saved to Workspaces in a new DOCUSIGN account?

Hi, I’m testing sending envelopes from My Templates in the developer portal.Docusign reports that they are sent but the recipient doesn’t get them.They appear in the Sent folder under the Agreements tab and if I add my Docusign account email as a recipient, it appears in the Agreements Inbox.Is there an issue with Docusign sending emails from a developer account?Regards,David

Has anyone else experienced an unexpected renewal charge for their docusign accounts purchased through techsoup?We purchased an initial 5 perpetual licenses through techsoup and had no renewal charges over the past few years as expected. Recently we added 5 more perpetual licenses, also through techsoup following the same process we had in the past with no issue. At our renewal date only a couple months later, we were surprised to be charged full renewal rate $1500 for the 5 perpetual licenses we just added!We currently have a ticket open with docusign support but there has been no progress, aside from this being explained as a possible engineering issue(?).  Anyone else experiencing issues with their techsoup renewal?

Is it possible to use DocuSign CLM to implement the following workflow?Send an email with a questionnaire to the client. Then, receive the completed questionnaire back from the client. Based on this information, we need to determine if it is necessary to generate agreements that control regulatory risk with the client, which would involve creating documents for negotiation that establish a joint course of action moving forward (a parallel contract). What functionalities of DocuSign CLM could facilitate this process? Many thanks in advance!Sam

Hi all, I have added a Multiselect field to my Generation Form, however when multiple values are selected, they are separated by a semicolon. See the example below:Registered;Closed-ended;Private Investment Fund I am trying to separate each of the values with spaces instead and make it look as below:Registered Closed-ended Private Investment Fund How can I achieve this configuration? Many thanks for your support.

My documents require a Date field (DD/MM/YYYY) for the signature line.  They also require a seperate field for Date & Time.  Is there an easy way to do this?

How do you remove the time stamp ? It is to big and interferes with the initials. Or make it smaller

I was trying to create a docusign developer account since two days. Now I have received the account creation email but but I did not get a screen to set password. I also did not find any information on how to log in.I tried to reset password but did not receive any email with the verification code.

I have a PAID e-signature Pro-Pan but there is no BUKK MAIL link button on my “recipients” section after adding my document.  I can’t get any help from the BOT or on the phone.  I am the administrator…….what is wrong with my settings?  permissions? etc? Help!

Hello,I have a document here signed with docusign, it has a Docusign Envelope ID sequence. How can I validate this Docusign Envelope ID to make sure the sign is real?

I have to go to court next week and I desperately need the Docusigns I’ve signed previously that are connected with my email address. However, when I log in I don’t see any connected, and I’m not sure why since I’ve signed several. Can someone send me the documents that have been sent to my email?  It’s an urgent matter and I’ve signed them so I feel like they should be mine to send to me