Core Capabilities

Hello,While I’m able to enable hidden text for a document with multiple signers, I am not able to un-masked the hidden text so that it’s displaying on the original, signed document. When I used the “Form Data” the hidden text is displaying as a separate document, which is not what I’m looking for. I need to be able to see the hidden values on the original document and be able to print out or download for auditing purposes.Can you please help?Thank you!Hoang

I have a document that has 4 columns with 32 lines each and need totals at the bottom and another place in the document that has an additional 4 columns with 32 lines each.  I’m trying to find out if I can create a formula that will add automatically such as the excel field =sum(1:32).  How do I create it in DocuSign?Thank you for any help.

Hello,I encountered an error stating "sign on paper is not allowed" when attempting to sign the document from the provided link.Best,Farah

First time using Docusign. I’m trying to upload my PDF with its existing prefilled text but Docusign keeps deleting it. I would rather not have to retype everything. I looked around and I never got a prompt that asks if i want to “keep” or “delete” my prefilled text. Any information would be appreciated thank you.  

Hello, we use DocuSign for the signature process of individual contracts. Therefore, we always fill in an Email text, even though it is not a mandatory field.Unfortunately, this email text is also shown in the completion notification for the person that signed the contract.This is super confusing for the receiver. Is there a possibility to adjust this notification so that the completion email does not contain the initial email text? Thanks in advance and best regards, Katrin   

Do the “Filters” setting in Retrieve assume ‘And’ or ‘Or’?For example, I have added 2 different template names in the Filter and run the script but the results are empty.  I can run each template name separately and get results.  If the setting assumed ‘Or’, I guess it would be better to add an Envelope custom field to each template and make it the same for both/all templates for which I want to retrieve data? Thank you.Susan

Hello,I am not what you would call a “super” user of docusign so bear with me. I am the person who opened my docusign account and the only one who has had access to my docusign account since opening it in 2015.  Thus I believed all this time I am the “administrator” by default - as if not then who the H E hockey sticks else would be?I have never had need to “log on as the administrator” until recently due to a need to change my account status.When I go to Accounts Overview > Seats and Users page I see 1 seat and I see me listed as a user - I see my email, the date added, status (active), Permission Profile (is blank) then under “groups” it says “Administrators, Everyone”If I click on my name under users - I get an error message that says “error occurred while getting user detail”. If I click on “actions” then “edit” I get the same message : error occurred while getting user detail” The reason I am attempting to click on my name or

I would like to get the same link which is shared in the completion email which allows the recipient to download their documents so that I can share it in a separate email.Specifically I mean the link which is automatically included in the completion email for download when the envelope is over 5MB. This is designed securely for email as it times out and forces the user to re-send the link to their email address.I cannot find a way to get this link via the API or any other means other than the automated completion email.

In April I bought a month Subscription to docusign and paid 68 dollars and change for that subscription. I canceled the subscription in mid April and when the renewal date for the subscription came up in May i was charged 148 dollars and change? It makes no sense since i currently have the “Free version” i should not have been charged anything.  Even the 148 dollars doesnt make sense if it was auto renewed wouldnt it be 68??  I am so confused by this.  When i tried to open a case I cannot because I have the “free version” I tried calling and get auto hung up on, and the website hasnt been helpful.  How do i get this resolved quickly?

My accountant sent me my tax forms to review and sign via a DocuSign.  I attempted the authentication questions but failed to authenticate.  I had the accountant send them over several times but each time I failed the authentication. There were a couple of questions that didn’t apply, but the rest I recognized.Where does this information come from? How can I verify that it is valid?Is there anything I/they can do to help me login?I did have them send my taxes a different way but I want to make sure this doesn’t happen again. 

Hi,I received the below email from DocuSign who stated my accountant was asking for me to sign my 2024 returns again. I followed up with her after signing to ask her why these were being requested since we signed them last month. She said she has no idea.Kindly advise and see below the emailrom: DocuSign NA4 System <dse_NA4@docusign.net> on behalf of Your Tax Professional via Docusign <dse_NA4@docusign.net>Sent: Monday, May 5, 2025 1:14 PMTo: P***** M******* Subject: Hi, it's T**** D******! Time to review and sign your taxes.

Our customer is looking to utilize the AI ‘standard attribute’ fields as they are in document generation.  I know as part of the edits later in the workflow those can be added, but is it possible to have those fields loaded in the document generation stage, along with other custom attribute fields?

How add signature tag on vf pdf page and send for Signature from button click 

Hello, I’m facing an issue when my users send an envelop and then apply a template, the “quick send” option of the template doesn’t apply.As a bit of context, I manage the templates that will be used by the users. Our aim with these templates is to ensure all the fields are filled and at the wanted place. The users should not be able to edit the template.For this, a check the option “quick send only”This worked well when the users create an envelop like this : Start>Envelopes>Use a TemplateThat result in this view : However, w

Hello,After creating a Salesforce merge field, I noticed a button called 'Disassociate' that I hadn't seen before. Does anyone know what it means and what it's used for?Thanks 

I want to disable that users can update their name as described in documentation page “User Personal Information”.There is supposed be a setting “Allow users to edit their name” but I can’t find this setting or anything similar in the described page.I can’t find any setting for this in the admin page Security Settings | Docusign of the account (see following screenshot). 

I have a document that needs to be signed as received before the signer can download it. Is there a way to restrict download access until the signer signs it?

Complaint!!! I missed the signing of three contracts because one of them went to spam, and I could not find it, while the other two simply never arrived! It is impossible to easily reach DocuSign, access their support, or send an email to report this issue. Instead, one has to go through numerous complicated and frustrating steps just to get assistance (like here)! Please resolve all these issues and introduce, on the platforms that use your services, the possibility of receiving push notifications directly on the client site, as emails alone are not sufficient. When I use a site for transactions, I expect to be notified on the site itself and not solely by email. Having experienced this problem for the second time, I now intend to look elsewhere, to see if the competition is any better! I’m done here!

I was automatically charged for a new subscription yesterday, May 6th for the year and I want to cancel that.  I was on the chat with an agent last night for two hours and in the end I was no better off except I’d added a new package to my account to commence May 6 2026.  I was told it would all sort itself out.  I said that made no sense to me as the payment had already gone through.  All I want to do is to cancel my subscription and clean up the account, stop the new order that isn’t even what I want.  I wanted it to replace the renewal not come in a year.  I cannot figure out how to do any of this myself and cannot get through the help thing because there isn’t a choice for billing.  HELP ????????????????????????????????????????????????????????????????????? 

Hi,I became a user and subscribed for 15USD per month. In January, I cancelled my subscription and closed my account. Since then monthly charge of USD15 continues. Since I closed my account, I was not allowed to open a case. I want to understand why I am still being charged and how I can stop this. Thank you.

We have emails from Docusign going to quarantine. I have read other posts where they are advised to whitelist Docusign. That is not an option because malicious emails are also coming from Docusign. Whitelisting would let all emails through - good and bad. Is it possible to log directly into Docusign to sign the document or is only the advice to whitelist docusign.net?

Anybody else receive this message “The envelope allowance for the account has been exceeded” after using the app and signing documents for free for years? What gives? If DocuSign is going to be cheap-O’s and start charging for electronic signatures, any advice for better apps/websites to use that won’t charge?

Question: how do I write complete sentences without having to use the Text box? Am I able to make the length of the Text box longer than just 13 characters? Please help!Thank you for your time,Larissa Ako

 I have contracts and work Authorizations that can be 2k pages with blueprints and pictures. How are others handling this as we cannot be the only ones. Let me preface by saying I am new to the product.

I received this message: MinimumRequired cannot be greater than number of grouped tabs that are either selected or non-locked on specified Document. GroupLabel: Checkbox Group fb44bfe7-e507-448e-81c1-867fd9eaca12.I understand what the problem is, but cannot find an instance of it in my document. Can I use the reference number (fb44bfe7-e507-448e-81c1-867fd9eaca12) to locate this issue in my document? If so, how can I do that?