Core Capabilities

I’m working in DocuSign CLM and facing an issue during the “Review and Send for Signature” step.Here’s the flow of my CLM workflow:1. I use an XML Merge Document step to generate a Cover Letter, and store it in a variable (Cover_Letter_Generated).2. This variable is then passed to the Review and Send for Signature step.3. The person sending the document is a Legal Reviewer, who has a DocuSign Sender permission profile (not Admin).Problem:• When the Cover Letter is included via the XML Merge step, I get the error:“You do not have access to send for signature.”• However, if the Cover Letter step is removed, the same Legal Reviewer is able to send the document for signature successfully.• The issue goes away completely if the se

We would like to create a template form to incorporate a customer qualification process and use DocuSign for signing off on each stage of the process. How we can structure the signing off process through DocuSign, and specifically how can we enable parties to sign off on their respective parts of the workflow?

Wondering where to configure account lockouts for incorrect password attempts.  Is that even possible?  I know how to set the password requirements, but there’s nothing there for max number of failed attempts before restricting access.  Am I missing something?

Despite reaching out to the QuickBooks Help Center, I was informed that the problem lies with DocuSign as it is considered a third-party app.  I am reaching out to seek your assistance in tracking down the DocuSign app within QuickBooks Advanced. It seems that there might be a compatibility or integration issue, and I would greatly appreciate your expertise in resolving this matter.  If there are any specific steps or guidelines you can provide to help me locate and integrate the DocuSign app seamlessly with QuickBooks Advanced, it would be incredibly helpful.  Thank you in advance for your time and assistance.

I have a template with three signers, an applicant, a co-applicant and a loan interviewer. The first applicant (recipient 1) fills out the document and signs it, then the co-applicant (recipient 2) just signs as co-applicant. The interviewer (recipient 3) just signs the completed application.My questions is this: If I send out an application, but after receiving the application, the applicant (recipient 1) says they want to switch the recipients for applicant and co-applicant, is this possible?Thank you

OLa,Estou com um erro quando a usuária coloca a senha do ecpf, e faz o enviar do documento a tela 1/2/3/4/5 aparece e na sequencia aparece o erro em anexo.Alguém ja viu essa situação, lembro que o certificado A3 está ok, pois em outra maquina com W11 funciona e envia. obgSuporte VIP Hello, I have an error when the user enters the ecpf password and sends the document, screen 1/2/3/4/5 appears and then the error message appears in the attachment. Has anyone seen this situation? I remember that the A3 certificate is ok 

I paid over $200 for an annual paid DocuSign plan. That plan was never activated. I can find nowhere on DocuSign's website to submit a form or any information to get in touch with an actual person. You must have a paid plan to open a case.  I refuse to give DocuSign any more money if my original payment was never applied to my account. Let alone pay DocuSign just to open a case.  There must be a way for me to contact someone who can get information on what happened to the payment Klarna made to DocuSign. Klarna has tried to contact DocuSign with no luck. They cannot refund me until they are refunded by DocuSign. I would be really grateful if someone could please assist with me with this. I paid for this back in January and it is still not resolved. This is honestly outrageous and I am in disbelief that a company has no way to even have a form submission or way to get in contact with support without having a paid plan. I can’t imagine how man

I have a document for users to sign which is available in multiple languages. I need only one to be signed, preferably in the signer’s preferred language but I don’t know what each signer’s preferred language is. How do I upload my various versions of the document and have DocuSign present only the one that matches the users preferred language?

I’m writing an integration that will need to email the same document to hundreds of different people to sign.  The application should run with no user intervention, so I’m using a JWT Grant and have setup a template for my document to be signed.  My code can successfully use the JWT grant to get a Bearer token.  But, when I use the Bearer token to call the eSignature API for sending an envelope, I get an HTML page back.  I do not get a document set to the signer.  I’m getting some type of error, but the returned HTML is no help on what the error is. URL I’m calling: https://account-d.docusign.com/v2.1/accounts/<my account id>/envelopesPOST body:{  "templateId": "dd5bb40b-2801-4434-babe-1e01eccc8ded",  "templateRoles": [    {      "name": "Eric Calvert",      "email": "xxxxxxxxxx@xxxxx.com",      "roleN

Hello everyone,   We have integration with Docusign e-Signature using DocuSign App Launcher(DAL).  I am working on building a DocuSign envelope template a requirement to build a Docusign form for the attached government form, and there are some questions in the form, like Gender and Martial Status, that are checkbox groups on the form, but the mapped questions on Salesforce object are single picklists with different values, for example: The values of the Gender question on the form are: Male, Female, Trans, Other, Prefer not to disclose The values of the picklist field on the Salesforce Lead object are: Man (Cis or Trans), Woman (Cis or Trans), I use a different term to describe my gender (e.g., non-binary), Prefer not to say  I tried to set up this mapping, so once the signer selects 'Male' on the form and signs the form, the Gender salesforce picklist field is updated with 'Man (Cis or Trans)' as an example.  Does anybody kno

When setting up a DocuSign package, it tries to guess/autofill the Signatures...how do I turn this off?

Good evening, community!I’m fairly new to using DocuSign, and have all of a sudden, started to encounter a problem.  When I upload an Offer to Purchase that I’ve been working on in Adobe, the text appears to be superimposed, kinda like it’s gone through the printer twice.  Anybody else experienced this?My workaround has been to print the document, and then scan-and-save it via my multifunction printer.  That works, but is an additional and seemingly unnecessary step.Solutions?

Hi, I cancelled my subscription on January 2025 and I was charge for February. It is not letting open a case either, when I go the cases section the “New case” button does not appear. 

I am a signer.Not part of any organization. I changed emails on my account and none of my agreement history is available.  How do I get it back?Apparently the old account and old email are no longer available. 

I was on a $800 plan previously which obviously was not worth the headache and value, so I cancelled and was still charged another $314.11 the next month.  Now there is no way without a paid account to see the billing, get an invoice or talk to customer support.  Unbelievable!  How can I get help?

How can your request a refund or get customer service without having to pay again for a service that didn’t work for you to begin with? We would love to hear from anyone with success in refund issuance, or anyone that was charged an amount incongruent with the posted fees, & managed a resolution. Our experience is below, & thanks in advance for any advice.  Immensely frustrated with DocuSign in its current state. I had DocuSign for years through my other company & loved it. When the need arose for electronic signatures in the fall of 2024, following Hurricane Helene, I immediately turned to my previously trusted resource, DocuSign. I used many of their apps & services, including Salesforce for years! Now it has been a few years, but in my wildest imagination, I could not have expected a 180° departure from the culture that I had experienced for all those years.  It didn’t take long to realize after one month that we needed to upgrade from 5

Does DocuSign issue a qualified certificate to a signer that does not yet have a qualified certificate, compliant under the eIDAS for a QES?A qualified electronic signature (QES) under the EU eIDAS regulation requires a qualified certificate issued by a qualified trust service provider (QTPS). When I ask a client to sign a contract with a QES via DocuSign, the client may not yet have a certificate (let alone a qualified certificate). In the signing process, the DocuSign system will verify the client’s identification using the client's mobile phone whereby (i) the client specifies the government photo ID, (ii) the client films his/her/their face, (iii) the client films the photo on the ID, (iv) the client will impute an SMS code that DocuSign will send to the used mobile phone and (v) a third party identity veriification partner (UBBLE/Checkout.com) will compare the filmed face with the photo on the ID. At least, this was the process when I tested DocuSign in a pilot session.

I have got the free trial on Business Pro . I have electronically signed a document but it has been rejected because it did not have either an AES or QES . What is the solution to the problem ? I would like to be able to sign the document in the prescribed way asap. 

can  we have enhancement were field is set to have a minimum character limit, so that it will be easier to our end users.

Hello,I am a user from China and have been asked to sign a document that requires identity authentication with identity document. However, it appears that neither the Chinese passport nor the Chinese ID card is supported by DocuSign.In this case, what are my options?I noticed that it may be possible to ask the sender to configure alternative identity authentication methods. Would it be possible to add an option that supports Chinese identification? Kind regards,Yupeng

Hello,Can the retrieve function be used to extract signatures image from the completed PDF?

I downgraded my account and cancelled before our annual automatic renewal date, yet a $700+ charge appeared on our card statement on what would have been our renewal date. I can’t submit a support ticket because I have a free account and phone customer service is nonexistent. This is an incredibly deceptive business practice and if I do not have a response in a timely manner to resolve this, we will be initiating a chargeback. 

I just received an email claiming to be docusign, but my default position is that everything is a scam until I find out different.  The email included two phone numbers to use if there were any questions, and I don’t trust either of them.  Do either of these numbers belong to you - (803) ***-**** or (808) ***-****? 

I keep encountering issues when trying to create envelopes in DocuSign. Although my email account is supposed to be functional, the system consistently displays an error stating that the trial period has expired. However, the company's account administrator has confirmed that my account is active and properly configured. What could be causing this problem?