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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

  • 7,293 Topics
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7293 Topics
M
Newcomer
Moon16Newcomer
asked in eSignature
How to enable mirror access in Dev environment

We have enabled SSO for PROD, and as we do not have SSO enabled in dev, how to mirror user access in DEV?

171
Hengfeng Ge
Frequent Contributor
H
New Voice
HC967New Voice
asked in eSignature
Need Docusign Forgery Expert ASAP

I was presented with a DocuSign Envelope in 3 pieces:Document 1Document 2Certificate of Completion On opening in PDF Document 2 has a visible Envelope ID, and a second Envelope ID layered UNDER the visible ID.The signature on each of the 3 Documents is missing the DocuSign Security Certificate.The Certificate of Completion Time stamps are out of date order. I did not receive a copy of this envelope in my email or in my DocuSign account. When opened in Adobe PDF viewer the signatures cannot be validated. I have reported this to DocuSign security however I have heard nothing back. Can someone point me in the direction of an expert that can validate that this is a forged document? Thanks much!

1009
M
Community Moderator
H
Newcomer
HKarcherNewcomer
asked in eSignature
User Contact Support Directly

The Admin Release Notes dated March 12th indicates that all users now have the ability to contact Support directly.  Is there a way to disable this new feature?  We want our users to direct all their issues to our internal HelpDesk.

263
M
Community Moderator
J
New Voice
JbailNew Voice
asked in eSignature
I was charged after Canceling My account.

2/13/25 I cancelled my Docusign Account, and have confirmation of it. Yesterday I was charged $850 +/- for the renewal.  What I am gathering, is that I can not get any support on the phone, and when I log in to ‘Make a ticket’  the only option for me is to see my old created tickets but not create any new ones. I presume this is since my account has been made in to a ‘free account’ can somone help me get the refund on my Credit card I should have? 

8112
M
Community Moderator
R
Newcomer
RSenftNewcomer
asked in eSignature
Duplicate signatures

Hi,Im running into an issue where *sometimes* when two Clients have the same email address (Husband and wife), and both need to sign a form. When I send the docusign with signing spots designated properly,  I get the document back and it has only one of their signatures in both of the spots that were separate when I sent them.  Is there a way to avoid this error?Again, this only happens sometimes...  so not sure what is causing the bug.  

482
M
Community Moderator
T
Newcomer
the Line options disappearsNewcomer
asked in eSignature
I need TECH Support NOW

Can anyone tell me the best competitor for Docusign? I’ve been a member for 20 years but they have NO tech support when their product is not working. I know how to send a docusign. The software is messing up and I cannot get help. Please someone tell me the best company to use for electronic signature?  In running a business who has time to not get help when needed. 

685
M
Community Moderator
S
Newcomer
steve.fitzgeraldNewcomer
asked in Web Forms
Which permissions are necessary to be able to add an attachment field to webforms?

I have a user with Share template permissions and sender permissions. They are able to create and edit a webform, but they aren’t able to add an attachment field. As an admin, I’m able to do it. What permissions are necessary for my user to be able to add an attachment field? 

366
M
Community Moderator
H
Newcomer
HollyAwesomeNewcomer
asked in eSignature
DocuSign Comments Icon

I help manage an administrative-level DocuSign account and we are looking into adopting a new procedure that would use the comments feature within DocuSign. I have enabled comments in envelopes for the account level and in an individual envelopes; however, in testing adding comments to the envelope, the "add comment icon" is never visible. Any ideas, on how I can make this feature work?

172
M
Community Moderator
S
Newcomer
sravelNewcomer
asked in eSignature
How do you send a document that needs to be filled out and signed the client

I would like to send disclosures to be filled out and signed to a client. I do not seem to know how to set it upThanks

445
M
Community Moderator
R
Newcomer
RandomusernameNewcomer
asked in eSignature
Cannot undo custom branding

Hi everyone, I have changed the custom branding of my account while the account was without subscription. Now I bought the standard plan and it is impossible to change or remove the custom branding. Does anyone have an idea what to do?

192
M
Community Moderator
I
Newcomer
Isabel87Newcomer
asked in eSignature
Pre-fill fields in combination with approval button

I have made some templates with pre-fill fields for HR colleagues to fill in before sending an envelope. However, I also want to inlcude the approval/decline button for our HR manager in the template and signing order. However I can only add the buttons when I switch to the classic editor. But when I do so, all the pre-fill fields dissappear. It seems I cannot use the newest editor with pre-fill fields in combination with the approve/decline buttons. The only alternative I found is that the buttons can be added manually before sending an envelope.That makes the process more time consuming and prone to errors.Are there other solutions within e-signature and is this something that is easier to organize in CLM?

323
M
Community Moderator
N
Active Voice
newtoclmActive Voice
asked in CLM
Forms field library - Conditions with contains

I have several conditions on the Forms in General Forms Library that use contains and then some text.  Every time I have an update to the Form, the system wipes out the text in the rule.  Does anyone else have this issue?  Is there a way to make it stop wiping out the information?

603
N
Active Voice
J
Newcomer
jmchrzanNewcomer
asked in CLM
Migrate files from multiple folders into one.

Hi! How do I migrate files from multiple folders into one folder using an automation?Currently, every time I upload a file to an Account through DocuSign, a new folder is created each time for each document (instead of going to one folder on the account). I am working on fixing the flow for this, but I’d like to migrate all the files currently in the individual folders into one folder. Thanks in advance!

612
N
Active Voice
D
New Voice
Dave.ZiskindNew Voice
asked in CLM
CLM Folder Security Report

How do I get a report of the security on each CLM folder?

645
N
Active Voice
N
Newcomer
NicoleHSBNewcomer
asked in CLM
Document Folder File Structure

Anyone in larger corporations that have an ideal folder structure/hierarchy that is working well in CLM and that is easy to maintain restrictions to confidentiality on some of those folders? 

833
N
Active Voice
A
Newcomer
Apollo11Newcomer
asked in CLM
Is it possible to export a DocGen form from CLM to Micorosoft Word or Excel?

We want to export a DocGen form from CLM to Word or Excel in order to arrange for translation of the fields and content on this form from English to other languages.  Is this possible?

252
N
Active Voice
R
New Voice
rodvillaniNew Voice
asked in CLM
Dynamic Drop Downs Values

Hello! I have a very specific question about Dynamic Drop Downs. I have an eForm and I need it to show a Dynamic Drop Down with the syntax Folder| at a certain point in the flow, but I don't have the full path before the flow starts. Is it possible to populate the value of this dropdown automatically during the flow? Thanks. 

251
N
Active Voice
S
Newcomer
Susan YangNewcomer
asked in eSignature
How to correct receiver's email?

Hello, after I sent out the documents, one of the receivers told me that he didn’t receive it, after checking, I sent the envelope to the wrong email address… and another receiver already e-sign the document, how could I correct/revise the wrong email?

2325
extol7
New Voice
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in eSignature
How To Use Docusign Conditional Logic Fields in 2025

Hi! I just published a new YouTube video on how to use Docusign conditional logic fields to streamline forms and create dynamic documents.You’ll learn how to:Set up conditional logic in static documents, web forms, and Word templates. Show or hide fields dynamically based on user input. Automate complex workflows with formulas and conditional triggers. Integrate Docusign with CRM and databases to remove manual data entry.Simplify your document workflows and improve accuracy with automation! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

990
sofian_solusign
Troubleshooter
M
New Voice
mehul.shahNew Voice
asked in DocGen
Conditionally show a radio button group to recipient depending on merge field value

Hello,  I’ve a couple of merge / sender fields created on the template.I want to show radio buttons to the recipient if one of the merge field value is true, else hide the radio button from the user.How to achieve this ?Conditional fields is not serving the purpose.TIA!Regards,Mehul Shah

403
D
New Voice
B
Newcomer
Boopi1Newcomer
asked in eSignature
Completed envelop still shows in progress on all pages

Completed envelop still shows in progress on all pages how do I fix this issue

252
M
Community Moderator
T
New Voice
Teri.MaierNew Voice
asked in eSignature
Sending to multiple EXTERNAL people, but only one needs to sign to proceed

I would like to send a document to two different people, either one of which can sign.  As far as I can tell, the Signing Groups feature will not work for this because the signers are not internal signers - they are clients.  It seems Singing Groups is only for internal signers.  I tried to set up a Signing Group (I am an administrator), but the only people it allowed me to add were internal people.  Is this correct or did I do something wrong?  Thanks,Teri

392
M
Community Moderator
D
Newcomer
Daniel FilhoNewcomer
asked in eSignature
Viewing Sent Envelopes as an Administrator

I have envelopes created through an integration with a legal management system that have the status "sent." With an administrator profile, can I view these envelopes or see who sent them? In the exported report, "multiples" appears.

273
Vinicius.Rodrigues
Docusign Employee
L
Newcomer
Logar4Newcomer
asked in eSignature
UE qualified signature - The certificate was revoked.

Hi, I have a problem with EU qualified signature.after adding the document the system goes through all the steps but at the end it informs that:  We cannot use this certificateThe certificate was revoked.  my signature: Issuer: COPE SZAFIR - KwalifikowanySerial: xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxExpires: 2027.03.10 so it is valid. I will add that previously everything worked properly. However, my signature expired and I made a new one. This new one in other systems works correctly only not in DOCUSIGN. Piotr. 

564
Vinicius.Rodrigues
Docusign Employee
C
Newcomer
CuriousCatNewcomer
asked in eSignature
Can you add 'Part 11' compliance under Signer Events of CoC?

Hello All,Recently, I’ve come across a CoC of signed document with below information added. This was signed by another user within our Company. However, whenever I sign the document or anyone else signs the document, there is no such information added at CoC stating that this document is Part 11 or the signature account is Part 11 compliant. Is there a way to know how to add this information or where this is being manifested from?

132
M
Community Moderator

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