Core Capabilities

Hello,I am attempting to sign a document and wanting to type in one text box only. When I type, the text automatically appears in another text box and does not let me delete it without also deleting in my desired text box. Is there a fix to this?

Hello! I have the attached table working, however, it displays all quote lines under each group (screenshot “output”) instead of displaying only the quote lines that are displaying under each group (screenshot “expectedoutput”). Please help!  OutputExpected Output <# <Group Select ="/SBQQ__Quote__c//SBQQ__LineItemGroups__r" By="./Name"/> #><# <Content Select="./GroupName" /> #> Name Description Pricing <# <TableRow Select=".//SBQQ__LineItems__r" /> #><# <Content Select="./QT_Product_Name__c"/> #> <# <RichText Select="./SBQQ__Description__c"/> #> <# <Content Select="./Net_Unit_Text__c"/> #> <# <EndGroup/> #>

Hi team,Over the last few days, when I download a signed envelope to my computer, the pdf is automatically becoming password protected. I have no idea what the password would be.  Any ideas on why this is happening? It’s only affecting me out of our whole team.

I am taking over ownership of one of the two DocuSign accounts within our organization from one of the founders of the company. This founder will still need to sign documents within almost every envelope sent out.His DocuSign account has only one user, so I changed the name and email address from his credentials to mine. I am able to log into DocuSign and send/receive envelopes. However, he is unable to log in or see envelopes sent to his email address.What do I need to do to fully change ownership of the DocuSign account to me, and also allow him to log in as an end user to sign documents?Thank you for your helpMary

Dear all,I would like to send a personnel questionnaire with the contract documents. Currently, I can attach a PDF file, but the candidate has to print it out, fill it in, and send it back to me by email or post.Do you have a solution for sending the personnel questionnaire so that the candidate can fill it in on their computer and send it back to me with the contract documents via DocuSign?Thanks and best regards,Ysa

Hello!I’m working on creating several templates that will include a pre-filled signature for one of our company representatives. I’d like the templates to have the individual’s signature pre-populated prior to the form being sent out for client signatures, as this form is sent out multiple times a day.Is this possible? I’ve been doing this work on Docusign’s site directly. The sender would not be the same individual who has the authority to sign. Any recommendations are welcome and appreciated!

Question 1:How can I filter specific documents from a list retrieved by folder path using Document IDs?I’ve successfully listed all documents by folder path (e.g., from SpringCM or a similar document management system). Now, I need to filter only a few documents from this list using their DocumentIds. What’s the best way to achieve this efficiently—should I filter after fetching all, or is there a way to apply the DocumentId filter while retrieving? Question 2:How can I attach a generated document to a Salesforce record using the Attachment object?I have a document generated in Springcm workflow , and I want to save it to the Attachment object. I’m trying to set the content in Attachment.Body, but I’m not sure about the correct way to handle the content format (e.g. Blob) and associate it with a record (ParentId). Could anyone share a working example or best practices?

Can files saved in Rooms in a DOCUSIGN Account that you no longer utilized be transferred or saved to Workspaces in a new DOCUSIGN account?

Hi, I’m testing sending envelopes from My Templates in the developer portal.Docusign reports that they are sent but the recipient doesn’t get them.They appear in the Sent folder under the Agreements tab and if I add my Docusign account email as a recipient, it appears in the Agreements Inbox.Is there an issue with Docusign sending emails from a developer account?Regards,David

Has anyone else experienced an unexpected renewal charge for their docusign accounts purchased through techsoup?We purchased an initial 5 perpetual licenses through techsoup and had no renewal charges over the past few years as expected. Recently we added 5 more perpetual licenses, also through techsoup following the same process we had in the past with no issue. At our renewal date only a couple months later, we were surprised to be charged full renewal rate $1500 for the 5 perpetual licenses we just added!We currently have a ticket open with docusign support but there has been no progress, aside from this being explained as a possible engineering issue(?).  Anyone else experiencing issues with their techsoup renewal?

Is it possible to use DocuSign CLM to implement the following workflow?Send an email with a questionnaire to the client. Then, receive the completed questionnaire back from the client. Based on this information, we need to determine if it is necessary to generate agreements that control regulatory risk with the client, which would involve creating documents for negotiation that establish a joint course of action moving forward (a parallel contract). What functionalities of DocuSign CLM could facilitate this process? Many thanks in advance!Sam

Hi all, I have added a Multiselect field to my Generation Form, however when multiple values are selected, they are separated by a semicolon. See the example below:Registered;Closed-ended;Private Investment Fund I am trying to separate each of the values with spaces instead and make it look as below:Registered Closed-ended Private Investment Fund How can I achieve this configuration? Many thanks for your support.

My documents require a Date field (DD/MM/YYYY) for the signature line.  They also require a seperate field for Date & Time.  Is there an easy way to do this?

How do you remove the time stamp ? It is to big and interferes with the initials. Or make it smaller

I was trying to create a docusign developer account since two days. Now I have received the account creation email but but I did not get a screen to set password. I also did not find any information on how to log in.I tried to reset password but did not receive any email with the verification code.

I have a PAID e-signature Pro-Pan but there is no BUKK MAIL link button on my “recipients” section after adding my document.  I can’t get any help from the BOT or on the phone.  I am the administrator…….what is wrong with my settings?  permissions? etc? Help!

Hello,I have a document here signed with docusign, it has a Docusign Envelope ID sequence. How can I validate this Docusign Envelope ID to make sure the sign is real?

I have to go to court next week and I desperately need the Docusigns I’ve signed previously that are connected with my email address. However, when I log in I don’t see any connected, and I’m not sure why since I’ve signed several. Can someone send me the documents that have been sent to my email?  It’s an urgent matter and I’ve signed them so I feel like they should be mine to send to me 

Hi,I am unable to upload document in correct view. Please refer to the below screenshot. Thanks in advance

Hi there,My PDF template includes radio buttons for a "Title" field (e.g., Mr., Mrs., Miss, etc.). I'm wondering if it's possible to use a Select Box for this field in the Web Form instead.Thank you!

I have been using DocuSign for years and the last year have had so many issues.  Currently, when I upload a PDF, it erases all the data I have entered into the document.  I have cleared my cache, changed browsers, fixed the setting (Settings > sending Settings called “When an envelope is sent, write the initial value of the field for all recipients”. If this is not enabled then the document would not set the values you entered.). This is really frustrating and has been ongoing.   Any solutions?

Hi! I just published a new YouTube tutorial explaining what Contract Lifecycle Management (CLM) is and how it solves common pain points like version control, redlining chaos, and missed renewals. You’ll learn how to:Streamline negotiations and approvals Track contract data and key deadlines Automate workflows from CRM to signatureWatch 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

Good morning. My account came with 2 seats. One of those is assigned, and I am showing 1 unassigned seat available. When I go through the process of assigning that seat, I get a window pop up that says, “We couldn’t add the user. This account has reached its maximum number of users.” How do I add my other user?

Hi there,I'm currently working with Web Forms and was wondering— is it possible to place two fields side by side in the same row, instead of stacking them vertically? Ideally, I'd like to improve the layout for better usability and visual balance.Any guidance or suggestions would be greatly appreciated.Thank you!

My company has created a webform which is being incorrectly auto filled with first name and last name when customers use "Saved info" to complete their phone number. Only the phone number should be auto filled, but user’s first and last name are being filled in a section which asks for additional contact name. If customer chooses to use "Saved info" for auto filling the phone number, how do I prevent the first and last name from also auto filling in the Docusign form?I appreciate any suggestions you may have. Thanks in advance for your help.