Core Capabilities

I raised an issue with my unlimited envelope account on 16th September where I could not send any envelopes as I had exceeded my limit - despite having an unlimited account. They (eventually) came back to me saying I had sent too many in a month and it would reset in 2 days. That was 25th September and here we are now still unable to send envelopes. I constantly chase them and it has now been sent to an internal engineering team but I have heard nothing since 3rd October. This is massively affecting our ability to trade and we have now sought out alternative providers for e signatures to ensure that we can operate our business legally. Where is the support? How can I escalate this as this is not acceptable?

 Am I allowed to make a correction on a contract after the document signature has been completed?  If so, please advise how to do that?  I’m aware of making a correction before sending for signature but I don’t see anything that would allow me to make a change after the signing was completed. 

HelloWhen I upload a correctly filled CSV file in Docusign Bulk Send, many international language characters get unrecognized by the system and I need to retype / copy & paste each one of them - when doing a bulk send to dozens of recipients it can be a nightmare.Any tip to avoid this happening? Is there some way to integrate special characters of different languages into the system so it recognizes them and does not mess up with repeated question marks symbols?Thanks

I have a numeric rollup sum field in Salesforce that displays a currency value.  I would like to display the value with leading text IF it is grater than $0.0.  I have tried several ways to format it but all end in errors or simply show the formula text.  Please let me know how to structure this.  This is the latest failed attempt.   <# <Conditional Select="/SBQQ__Quote__c/FPS_PASC_Year_1__c" NotMatch=0 /> #>Fee Per Study: (field value)<# <EndConditional/> #>

We started seeing duplicate reports sent out starting last Friday and repeating this Friday, despite this report has been running for over one year with no problems. I thought it was a one-time quirk, so I did not mention this.Has anyone else experienced this issue? Here is the configuration: And the logs:  

Hello, I need urgent help please. I have been using DocuSign integrated with SharePoint for a year now and all has been fine until now. whenever i try to get a signature through SharePoint to DocuSign it comes up with the following error above. any help would be much appreciated. Thanks Alex

A welcome modal displaies the ERSD content and any messages from the sender, before entering the agreement. This window provides no added value for our customers; on the contrary, it leads to numerous queries and unsigned documents.I request an option to disable/remove this window via the administration.

Doing spreadsheets this year for 2024 taxes, and there it is...again. $325.00 charge from DOCUSIGN. I haven’t used Docusign in over 3 years and downgraded both my account years ago to free versions. There is NO help in cancelling an account. The entire process is circular and frustrating, meaning the end-user keeps ending up at the same place with error codes (when trying to login) and non-functional webpages.I’ve requested Docusign to cancel my account previously. Nothing. No messages, and no notifications. I’m not even being notified of annual billing by email. There’s no receipts or invoices. Users are being charged with ZERO recourse.When I log into my account it says “FREEMIUM” as the version and yet I’m still being charged.I’ve even changed my debit card information, and somehow DOCUSIGN is still getting around this and charging. This is downright criminal and grounds for a class-action lawsuit.

I have updated several existing templates and need to know what happens to the in progress envelopes that were created using these templates before they were updated. Is there a way to go into the in progress envelope and update to the newer template? I have tried using “Manage Applied Templates” but it does not update to the new version. Any help is appreciated.

When a Recipient needs to sign with two witnesses and one of those witnesses needs to be corrected, it does not allow you to just correct the one witness, unless 1 of the witnesses has already signed. It automatically changes the second witness to the same as the first witness. Is this a glitch?

I have a customer who is looking to validate payment information (credit cards mostly) during the Docusign process. They want to use a payment gateway, such as Stripe, to collect payment information. However, they want to verify that the payment information is valid. They often incur bounced payments from incorrect information when they collect this manually. Do we know if the payment gateways are validating the payment information when we collect it? The documentation doesn't explicitly say this, so they want to confirm if this is happening or not. Any help would be appreciated, thanks!

Hi ,How can i get a copy of the Certificate of completion

Hi TeamI updated the resource file to disable downloads during signing:<data name="DocuSign_SigningAllowDownload">false</data>This hides the Download option as expected during Review/Signing, but it also hides it for Completed Documents. I want the Download button hidden while signing and visible once the document is completed.I tried enabling it for completed documents with:<data name="DocuSignComplete_AllowDownload">true</data>However, the Download option is still not visible on completed documents.Could you please help on this.

My organization wants to lower the complexity of collecting signatures for a specific form. This form is challenging because we have 3 dynamic parties and initially only party B knows both A and C  A: My organizationB: 3rd party intermediary   C: Customer. The issue is that A currently has to send the template to B but initially only B knows the name and contact information for C. Currently what we’re doing is A initiates the form sending to B and having B use the “Correct Envelope” or “Bulk” process to fill in the information for C. This process happens several hundred times for each party B and is labor intensive for B.  Staff has requested that I setup a PowerForms and host a link on our site so C can initiate the process. However, this creates the same problem in reverse. B can provide contact information for B and A to C with the Form link to C. Though expecting C to acquire this information and input it correctly, is likely going to be an error prone process. If I create drop dow

I have been trying since last April to get subscription canceled, get refund and thought it was taken care of until I got renewal notice in email tonight. It won’t let me open a new case to have them call me or respond to this request. So this forum will hopefully get the attention it needs to respond to the attached emails last year…. SEE ATTACHED  The attached files have been removed. Please see DocuSign Community Guidelines and Code of Conduct.

We use DocuSign for processing B2B credit applications. A common scenario we encounter is that an administrator at a customer’s company fills out the credit application form (sent via a Powerform linked to our credit application template), but afterward, they need to send it to an executive for signature.Much to their frustration, they discover that they cannot delegate the envelope to someone else once the form has been filled out. This limitation creates friction in our workflow and causes confusion for our customers.Having the ability to delegate an envelope after the form is completed would be a significant improvement for our business use case.

Is there a way to tell which administrative user created an agreement rule in our eSignature account? Also, if a user creates an agreement rule, but we close that user’s profile when they leave the organization, does this affect any existing, enabled agreement rules they may have created?

In a previous data ingestion effort by my former team, we integrated account data from another system into Salesforce. As part of this process, we established a mapping between Salesforce Accounts and DocuSign CLM Accounts using a naming convention that combines the account Name and ID. (not same as salesforce account Id but another field)However, we’ve encountered a problem: although the migrated account folders follow the correct naming convention, they are not being linked to the corresponding existing Salesforce Accounts. Instead, new Salesforce Accounts are being created, resulting in data inconsistency.Expected Behavior:Migrated DocuSign CLM account folders that match the existing naming convention should be mapped to the corresponding Salesforce Account.Actual Behavior:Despite matching names and IDs, new Salesforce Accounts are being created instead of linking to the existing ones.Potential Cause (Hypothesis):The mapping logic might be relying on more than just the folder name (

How do I add my middle name to signature?

In web forms I would like to inbed a URL in a description in a field. 

Dear DocuSign Support Team,I hope this message finds you well. I am writing to request assistance with converting my current customer account to a developer account. By mistake, I initially created a standard customer account and purchased a subscription. However, my intention was to create a developer account, as we need to integrate your APIs into our site.Could you please help me with converting my existing subscription to a developer account? This change is crucial for our project as we plan to extensively use DocuSign APIs for our integration.Thank you for your understanding and support. I look forward to your prompt response.

I'm suddenly getting 3-5 phishing emails a week from the docusign.net domain and none of the standard reporting email addresses like abuse@ or admin@ work. They reject my email, and I can’t find any reporting information on their FAQ page.  I guess I'm left with the choice of blocking the domain? Why do they make is difficult to contact support or report phishing? Keeping customers at arms length is bad practice. Edit:  Spam@docusign.com.  What a waste of my time finding that.  Edit 2:  Spam@… blocked my email as spam.  This is BS. Going to block the domain on the server.  

My coworker is on vacation and I have a customer in to sign their docusign document in person.  Do I need to correct the envelope in order to collect the signature for my co-worker.  We have shared access.

Hi - I’m looking for an efficient way to filter through Release Notes for changes that only pertain to the 21 CFR Part 11 product.  I searched through the chat function, and the instructions I’ve no doubt were AI driven weren’t helpful. Thanks in advance for your help!

I need to configure below:The download option is disabled while recipients are reviewing and signing the document, andThe download option is available once the document is completed (via the completion email or DocuSign portal).I used the following configuration as per the attached signing resource file guide<data name="DocuSign_SigningAllowDownload">false</data><data name="DocuSignComplete_AllowDownload">true</data>With this setup, the download option is correctly disabled during signing, but I still cannot see the download option after the envelope is completed.Could you please suggest the correct way to achieve this behavior?