Core Capabilities

Hello, I'm looking for a solution to create a template for an envelope. Being a beginner in the use of the Docusign tool, I haven't managed to do what I need.I regularly have envelopes signed, in which I have to enter 2 contracts whose contact details, rates and signatories are changed each time a new envelope is created. The signatories of both contracts are the same for the same envelope.When I create my template, with my two documents and the various elements to be completed and signed, everything goes smoothly. However, when I use the template for signing, it only applies to the first document and not to the second, which also makes up the envelope. I tried a number of different ways:- Creation directly from my template tab- Creation with automatic template detection- Creation and manual addition of the templateBut each time, only my first document benefits from what is defined by my two document template. Would yo

Hello,I was able to create a custom branding for my application and to apply it to my envelopes.However I was wondering if it was possible to change the color of the loader (spinner), and the background.At the moment changing the: Header background, Header text, Button background or Button text, doesnt change it.Loader (spinner) Purple background 

Hello DocuSign Community,I have a use case and I’m not sure if it can be handled easily.We need to send 300 envelopes (one document each) to 300 different recipients, all requiring a signature from the same Sales Responsible. Having them sign each envelope manually is very time-consuming. Are there any DocuSign features or APIs that could help streamline or automate this process?Thank you!

Is the system down?  I can’t access a document sent to me for signature. It shows up in documents, but it doesn’t recognize it when I click on the document.

The recent change to the document format we send to customers is creating significant issues. The current appearance is less professional—oversized, opaque boxes now block out text and lines on the contract, even when reduced to the smallest possible size. This makes it difficult for customers to fully understand exactly what they are signing.Previously, the signature fields were transparent, allowing all text to remain visible. The new look not only obstructs important content but also presents a cluttered, confusing, and unrefined appearance. From a customer-facing perspective, this is a step backward in clarity and professionalism.Can you explain the reasoning for moving away from the transparent design? We would strongly recommend reverting to the prior format to ensure contracts remain both visually clear and professionally presented.

I’m trying to sign a very important document. I already did the identification with IDnow and it was confirmed as completed. I can see in the certificate of docusign, that I passed the Identification process this morning. However, it doesn’t show my signature and if I try to sign again, it redirects me to IDnow advising “This identification for this Transaction Number has already been completed and cannot be restarted.”. It also didn’t forward the document to the next person in the signature order.  Is there a way to fix this? We already tried restarting the whole document but this didn’t fix the issue, the exact same problem happened again. 

Hello! Can non-registered DocuSign users receive and sign a document I send them, or do they have to register as a user with DocuSign first?Thank you!

I function as the Admin for our eSignature for Salesforce and am the connected user. However, I did not receive the most recent email from DocuSign “Reminder - eSignature is Migrating to Microsoft Azure” --- another user, who also has the administrator profile received this message. I cannot find in the settings where to list myself as the primary admin or a list serve to get these notifications that affect the integration. Any documentation on that?

When uploading a DOCX with a multi-level numbered list, it restarts numbering back to 1 every time it returns to that level of the hierarchy (see image 1 below). The source document has the numbering correct, and doesn’t include extra paragraph breaks (see image 2 below). My question is this: Does the new editor work with multi-level lists? Image 1: DocuSign’s editor Image 2: Source MS Word File (Formatting marks included) 

When an agreement is sent to all users in a group, it may receive actions (review, edit, comment, approval) from one or more users. If another user opens the same agreement later, the system should display a popup notification indicating that the agreement has already been actioned, e.g., “This agreement has already been actioned. You may close this window.” This would prevent redundant work, confusion, and duplicate actions. The notification should apply to any prior action, not just approvals, and be visible to all users opening the agreement after an action has been taken. Implementing this would improve workflow clarity and efficiency for group-assigned agreements.

Hi, does anyone know why I am receiving this error message when I try and upload a file:Error uploading TEST.pdf: DOCUMENTS_EDITOR:UNSUPPORTED_PDF_CONTENT

Half way through a yearly subscription Docusign have removed authentication by SMS from my plan, which makes the business pro plan totally useless in my industry (legal).Has anyone else dealt with massive changes to a plan they’ve already paid for?I have sent so many emails and raised live chats, and ultimately I have been sent to ‘sales’ who have quoted a plan than costs four times as much. Its all very underhanded and I am wondering who else has been affected by this? For anyone researching using Docusign for their business as I did, consider I’ve lost pretty much a whole business day trying to resolve this, and the support is very sales based rather than trying to correct issue (reinstate the feature I’ve already paid for. 

Hello all,Maybe I missed this and you can direct me to the proper instructions.  Here is my issue:I create an #HREF custom field so that the signer can read a State Statute on the legislative website.  And that works just fine.  The problem is the URL is really long and since the URL is in the tool tip, a signer who is using a screen reader has to listen to a really long URL.  If, when creating the form, I change the tool tip to match WCAG standard for hyperlinks the link breaks.  Are those using screen readers doomed to listen to obnoxiously long hyperlinks (including the https://) or is there a workaround?Thanks

Hello, I'd like to send bulk envelopes using shared access. But when I log in and try to send envelopes, I'm not given the option to send bulk envelopes.

Hello,Is it possible to download the completed documents individually rather than combined?I tried downloading them separately, but I still receive all of the signed documents together.  Best regards,Emad 

Jesus Christ…I just want to download a PDF File from a signed document that I need.There isn’t the option on the link itself, so I want to access it through my account, but I se NOWHERE where to do it to link my account to that said document, even if I use exactly the same email as for the signature.Also, I can’t seem to contact anyone from support, because anytime I click on contact / support, it disconnects me from my account.So I’m left here, with this community post. 

I have this use case:if i go on holiday or i am off for a while and i want to have a user or users to have access to my envelopes but not to all of them. only the ones that are in progress or just recently completed. i will require not only signing on my behalf but also to manage the envelope… Is there a feature from docusign that allows just that? i am aware of delegated signing but this is more than that.My understanding is that if i provide shared access, the person will be able to see my current and past envelopes…Thank youbrSusana 

Hi everyone, I have a question about recipient configuration using expressions in the CLM step Review and Send for Signature. In the recipient expression field, returning multiple emails separarted by a delimiter works fine, for example:  “john@email.com|mary@email.com” The system correctly creates multiple recipients. However, when I try to do something similar in the Name expression builder, it seems to accept only a single value. If I return a list or try to iterate (foreach), only one name is resolved, the result is: Recipient Name: John|MaryRecipient Email: john@email.com Recipient Name 2: John|MaryRecipient Email 2: mary@email.com Is the Name field designed to accept only a single string, even when the recipient field res

I have opened a ticket regarding billing information update/ which should be a straight-forward case. But I am not getting any response for my comments or emails,Is there any option to escalate this case or at leasta direct contact to billing or telephone numbers I could reach out to (specially in EU region)? Thank you