Core Capabilities

Hi,I have an envelope with seven different documents both Excel and Word.They need to be signed from a supplier and our management.When creating the envelope, I didn’t see buttons/ options to set and define the signature fields.Strangely, before submitting the envelope for signature, DocuSign system asks me if I don’t prefer adding fields.My question is: HOW?Thank you for your help! 

No matter how well I line up my fields when preparing an envelope, they are ALWAYS out of alignment post signing. What am I doing wrong? This makes my signed documents look terribly untidy, no matter how much I try.Example here where the fields are perfectly aligned and centred within each section of the document. However, the final result has them both unaligned on the left-hand side, and also out of alignment with my document. 

Hi,I sent an envelope and need to correct one letter in a recipient’s email address.I’ve read the support/community posts saying I should be able to correct the recipient email after sending, but I’m not seeing the Correct option or a clear way to edit the email address.What I’ve already checked: I am the sender/owner of the envelope. This is a paid DocuSign account. The envelope has not been completed. One person has signed. I only need to correct one letter in the email address. I do not want to void the envelope and resend it. Can someone tell me why I’m not seeing the option to correct the recipient email, or where exactly I should go to make this change?

i have three tenants that need to sign before a witness. can they use the same witness

Apparently if a non-licensed user completes a web form and creates a docusign account, the user is unable to see the forms they have filled out on their docusign account.  The only way to retrieve the document is through the email link.  All forms that are filled should be visible to any of the people involved when they sign into a docusign account in my opinion. Please let me know if I am wrong about this.  

CLM API Base Domain Changes Coming with Azure MigrationIf you're using the Docusign CLM API in your integration, there's an important change you need to be aware of. As part of Docusign CLM's migration to Microsoft Azure, the base domains for CLM API endpoints are changing. If your integration hard-codes base domains anywhere in your codebase or configuration, you will need to update them after your account is migrated. For a general overview of the migration and what else to expect, please review the official migration guide here:🔗 https://support.docusign.com/s/articles/FAQ-Docusign-CLM-and-Gen-Migration-to-Microsoft-Azure-Cloud---Below is a comparison of the old and new base domain formats:Pre-Migration Object & Task API https://api{datacenter}.springcm.com Content API (Upload) https://apiupload{datacenter}.springcm.com Content API (Download) https://apidownload{datacenter}.springcm.com  Post-Migration — Production Object & Task

Hi,At my company we have a gen template which uses the standard anchor tags/autoplace text for name, signature and company - \co1\, \s1\ etc.We have an issue that seems to only happen with one client, and we can’t get to the bottom of it. When the client receives the docusign, the company has autopopulated with a company that the client does not work at and has never heard of we have no record of the company on salesforce eitherThe client says they don’t have a docusign account and this doesn’t happen with any other companies, only us. Could anyone point me in the right direction?Many thanks! 

We use to get the completed document attached to the completed email. In the last few weeks, DocuSign stopped sending the PDF document. What happened? How can this be fixed?

Hello everyone,We are facing an issue where users are receiving too many email notifications during document reviews in DocuSign CLM.The system sends a separate email every single time a user is tagged in a comment, when someone replies to a comment, or when a comment is marked as resolved. Has anyone found a way to turn off these specific notifications? Any workarounds or advice would be greatly appreciated.Thank you,Radha

In DocuSign, we send a document that includes an attachment tab for uploading a driving license. Is it possible to restrict the number of files that can be uploaded in a specific attachment tab?

Documents always open at 100% zoom. For our use case 100% is too large and users resize on every open. Request: ability to set a default zoom level — either as a tenant-wide setting or a user-persistable preference — so the viewer opens at the user’s preferred size (e.g., 75%) without manual resizing

how can i get an excel spreadsheet exported from esig to a directory in CLM?  I only see 3 options for export in esig under rules.  If not is there a way to dump it to a CLM workflow and then put it into CLM?

Hi! I’m trying to build an envelope template tied to a document template that shows certain ‘Spouse’ fields if the recipient has a spouse. Here’s what I’ve done so far:I created a document template with conditional fields to check for a spouse based on sender input. this shows or hides spouse text I created an envelope template that I want to connect to my document template and here is where i get stuck: the spouse is automatically added as a recipient because it is included in the document template. If I delete it, it obviously deletes the fields as well so they are no longer included in the document’s conditional text I added a routing group for spouse, but then I cannot seem to add the signature within the document’s conditional rule  Is there any workaround without having to create 2 envelope templates?Thank you! 

When a document is sent to a user through DocuSign and the user uploads a driving license as an attachment, the driving license can be uploaded in different file formats (such as JPG, PNG, or PDF). However, after it is uploaded to the envelope, DocuSign converts the attachment to PDF format. Is that correct?

Where can I find the total document storage used by each DocuSign account? I did a little digging and it doesn’t seem like this is possible with the API. 

Hello,I am working on the Business Continuity Procedure for my company. Could you please let me know what are the RTO and RPO for DocuSign? Or what should be the expected maximum amount of tolerable data loss and maximum outage time for DocuSign? Thanks.

Hello,We are trying to stack 3 different templates in one envelope with each template having a different signing order.Template 1: Officer, Member, Internal DeptTemplate 2: VP Officer, MemberTemplate 3: Member, Internal DeptWhen reviewing prior to sending these docs in one envelope, the signing order is duplicating the Internal Dept. Is there a way to avoid duplicates in these cases?Thanks! 

In DocuSign, we send a document to 10 people to upload driving license attachments using an attachment tab, and we created a unique data label for each attachment. After the recipients complete the attachments, can we download each attachment separately using the envelope ID and data label, or is there any other way?

I cannot “correct” a document I sent, no signatures have been started yet.  The account is called HR@  so I am the sender for the HR account.  I cc’d my name on the document but technically “HR” is the sender.  How can I correct?

Hello, I often need to place my initials on every page in large documents. These documents are often scans of original documents. Is there a way to automate placement of initials on all pages?  Thanks,J

Hi,Is there a way to change subject line to remove "requires signing" when a Docusign envelope has been completed and the copy sent to the signer?The initial text comes through in the body once the process is completed. The Subject line does change to “Completed: Requires Signing” and so does the byline in the body of the text, but it is causing confusion for our signers.Is there a way to change this?ThanksBriellen

I have created a PowerForm for my organization to use and have tested it out a few times.   The PowerForm has multiple approvers, with the first person using it filling in the next level approvers.  When the next approvers get the email to sign, it looks like I personally, as the creator of the PowerForm, sent them the document to review and sign, even though it really is coming from the initial user of the PowerForm.    Is there anyway around a PowerForm request looking like it came from the creator of the PowerForm other than having to set up a “no reply” email account to transfer the PowerForm ownership to?

Hi DocuSign Community,I'm working with a legal team that uses DocuSign CLM for contract redlining and I'm looking for community input on how others have approached a fairly complex set of approval tracking requirements. We had a proposed solution that didn't get approved internally, so we're going back to the drawing board and would love to hear how others have tackled similar challenges.BackgroundThe legal team's core frustration is that while CLM handles task-driven approvals well, it falls short when it comes to ad hoc approvals, parallel review workflows, and end-to-end audit trails. They've been using an Excel spreadsheet as a workaround to track approvals, which is becoming unmanageable.Key Requirements We're Trying to Solve1. Section-Level Approval Requests The team wants to be able to select specific language within a document, like with the CLM Comments feature, and initiate an approval request based on that selection — ideally from within the document interface itself (e.g.,

Hi, does anyone have a recent DocuSign SOC2 report? I am currently undergoing ISO 27001 compliance for my business and all our ‘high risk’ vendors need to have a SOC2 report. Thanks

The fields containing "This page is reserved and intentionally contains no content" will not block the underlying area of the PDF once the envelope is completed.From a signer's perspective, the field is working as expected.  see attached **information removed due to PII**