Core Capabilities

I just sign up for Docusign. I previously had a free Docusign account and cancelled my DropBox sign account. I now have a paid subscription. I am in real estate. I cannot access the the Forms Library to integrate with DocUsign and it appears that I can not access support because the Docusign system thinks I have a free account. I have contacted support but noone will call back. I am getting no where. Does anyone have a suggestion?

I upload a document as the first document. I then add a template as another document. Why is the template name in the email subject line instead of the first document I uploaded? For example, document one is Employment Agreement. Document two is background check. Background check is in the email subject line.

I am still being charged after I closed my paid account. I had to create a free account just to access this comment page . I DO NOT WANT A DOCUSIGN ACCOUNT , REFUND MY MONEY NOW. How am I getting charged for a paid account that does not exist. I cancelled my account 1 month ago . At this point you are stealing my money.

Every time I try to open a case, I need to login but none of the options work for me, all I get are error messages. It’s been 10 days. Unable to create a powerform, unable to use my template. UNABLE TO DO ANYTHING I paid for, I need to create a powerform to have people that access my website to sign the form, IT DOESN’T ALLOW ME TO DO ANYTHING, every time I create something I need to have a signer, or add someone’s email… NOT WHAT I WANT… HELP, H.E.L.P.  

I received my bill dated April 29, 2025 today and noticed that my bank account was swiped for over $600.00 today for docusign.  I only have one subscription and belive this to be an error and request a refund.  Can someone in customer service please contact me immediately?  Thank you.  

Hi there, I’m trying to get past invoices paid but I can not retrieved them and the support is not answering, I need those 2025 invoices asap. I used to be able to do it, but since I moved to a free plan I cannot see them. Thanks,P

Why is removing frame disabled?  

Still getting this message of “Envelope allowance for the account has been exceeded” not sure why this keeps happening

I need to create a formula that totals the amounts from three text fields with numerical validation. The rub is that each of the text fields is completed by a different signer (different role). DocuSign keeps telling me there is an error in the formula field, but I have triple-checked the syntax and field names. I am left to think there is an issue with creating a formula using the values from three different roles. Notably, the text fields are set for collaboration.

Cancelled my account in March … charged in April. Went through a hard process for that refund only to be charged again in May. I WOULD USE ANY OTHER SERVICE THAN DOCUSIGN. Their lack of a human to help you is unbearable. 

Followed the format. Clicked + on checkbox. Had a checkbox group. Went to Validation. Tried any number of them. Exactly 1. Range 1-4. At least 1. Doesn’t work. Makes each box required on preview or when sent to investors. 

We have a use case where, when a contract end date is updated, we create new reminders based upon that new contract end date.  We have no way to delete reminders associated with the old contract end date.  The Delete Reminder step doesn’t work because we don’t know the old contract end date after it has been changed.  There are a couple enhancement possibilities that could alleviate our pains in this area:Create a new workflow step “Get Reminders” or Allow us to create a JWT so that we can call the CLM APIs using the HTTP Client workflow step.  Currently, we can use the HTTP Client step with a JWT, but once the JWT expires, we have no way to retrieve a new JWT. Create a new workflow step “Create JWT” or Whitelist System.Security.Claims and System.Security.Cryptography C# namespaces so we can create a JWT in C#/expression builder. The only solution I have come up with for this issue, is to have a separate service responsib

I built a website for a client and he wants all the techs that have access to their account on the company’s website were they can click on a button to go to their agreement and sign it. I’ve upgraded from free to standard, then from standard to business pro, and I still can’t figure out how to make this work. Help please.

Hi there,I’m testing out DocGen for Salesforce and have been really impressed by the tool so far. The process is pretty smooth and easy to use, but I’m wondering about the flexibility of “Document Rules” under the “Upload Documents” step. As I understand it, these are designed to give you some conditional logic for dynamically deciding what documents are generated based on field data in the primary object. However, I’m wondering if there is any way to build rules that reference field data from related (parent or child) objects. In my case, the object I’m using is a junction for multiple related objects, so it doesn’t have all the field data immediately available. This was fine when building the document itself, but it doesn’t seem like I can reference any of those related objects for the purposes of a document rule.For example, my primary object (Contract) is related to the Product object, which contains data about the “type” of document I want to generate. If the type

How can I get DocuSign to stop reformatting my pdf documents when uploading for signature.  DocuSign auto resizes them to be huge or so small they cannot be read.  I just need them to stay at the size they are created.

Every time I create a document DocuSign chooses the color of the signature box.  It is different every single time.  Sometimes it is yellow, sometimes blue, purple, and now they have added pink.  I do not want my signers to see pink boxes on their documents; it is very unprofessional.  I would like the signature box to be the same colors every time.  But I cannot figure out how to change this setting.  All the instructions provided by DocuSign do not help with this and not being able to call a DocuSign rep but have to do15 steps just to ask a question through this silly forum is ridiculous and frustrating.  HOW DO I change the color settings for the signature boxes to be the same every time?

Hi all!  Does anybody know how to have someone upload a document through document generation and then be able to preview that document in the very next window once it uploads into docusign CLM?  Step 1:  Then  I am not sure once this step is completed how to get it to be “previewed” automatically?  This is all done in CLM.

I have several documents indicating they will be purged by May 1, 2024.  Is there a way to make sure they are not purged?  I have already changed the record retention/purge parameters but they are still showing they will be purged.Also, I have received individual emails for all of them letting me know they will be purged.  Some indicate I cannot change because I have restricted access (I am an administrator).  I would like to reverse everything in bulk not one by one.  

We are creating a template where we are asking all business owners to attach their most recent personal tax returns. We are using the “Attach” field for each signer. However, in testing out the template, it appears that one signer can see the taxes that were attached by another signer. We obviously can’t allow that for privacy reasons.We have the doc visibility setting that requires a signer to have a signing responsibility to view the document, but since these attachments don’t have any signing responsibility, they are viewable by all.Is there any way to hide attachments from all signers, even in the completed documents email?

Hello Everyone,I required some clarity around the download capabilities for signed documents within a DocuSign envelope. Can signed document downloadable for infinite time or not. Let me know, if we can the download the document infinite time before envelope expires or not.Thanks and RegardsCharan Balam

Good Afternoon - When I logged into my account just now to send an envelope to a client for signature, I had a message on the main page that I do not have access to send envelopes. I have had the ability to send envelopes since my account was opened several years ago. I sent an envelope two weeks ago. What has changed to my account? Thank you for your help.

Hi there !  I see that a folder has been voided because time expired ..  is there any way of un-voiding the folder ?  TYIA for youor help.

I have signed but the ‘Continue’ button takes me to this message: “You haven't quite finishedYou haven't yet signed your agreement. We'll remind you again later.”Then it suggests I press the “Review’ button again in the initial email, which I do. This takes me back in and clearly shows my signature and date in the form. There are no active flags to be able to re-sign. The form is complete. I press Continue again and get the same message. This happened after the initial Signature which I customised to my own signature. Then it said I could check the document in Docusign. I clicked on that intending to print the form,  which took me to the Docusign login. I logged in with password and code which brought up some weird stuff which looked like it was for the sender rather than the recipient, but no form for me to review. I logged out of Docusign thinking I would try to print from the email instead. Then got the ‘You haven’t finished’ message. EDIT

I did not receive the email to sign a document (I suppose the other party recipient also dit not). What is the problem here. 

hi i am trying to use/send a template on an ipad that i created on a desktop and when i click on the template from template a box pops and says “ Unsupported Features”  To use this template, please log in with a computer.    Not sure what this is, other templates work fine.  Is there something that i can do to make this work.  I have a service company and would like to have our field techs use instead of paper forms.  thank you