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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

  • 7,295 Topics
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7295 Topics
D
Newcomer
Drew617Newcomer
asked in CLM
SFTP public key upload problem

Hi,I am trying to upload a public key to my account so I can connect via SFTP but no matter what type key pair I create I get the following error when uploading the public key to my account:An error occurred while uploading your certificate. Please try again later.Any idea on what could be wrong or does anyone know what type of key it needs?Thanks!Drew

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D
Newcomer
R
Newcomer
RThomas LiveNewcomer
asked in eSignature
Saving a signed document to specified location with metadata

Hi,I am trying to understand if, once the business receives a signed contract, can the following automatically happen:Save the document into a specified location Capture metadata into the document once signed.Thanks,

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S
Newcomer
J
Newcomer
JonathanL_UKNewcomer
asked in eSignature
Can you see what specifically has been corrected in an envelope by a user?

HelloI was wondering if it is possible to see what specifically a user has changed when correcting an envelope.The history shows me that the user initiated a correction, but it doesn’t tell me what they corrected in the envelope.Is there a way to get this level of detail please? i.e. User A, changed text in pre-fill field called ‘Date’ from “10 March 2025”, to “11 March 2025”.I don’t mind if this is via a report that I can build? Also I am an administrator on our Docusign account in case that is relevant.Thank you in advance for any suggestions. 

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J
Newcomer
A
New Voice
Aishwarya KonkiNew Voice
asked in CLM
Announcement or instruction banner in Docusign CLM

Is there a way in Docusign CLM to be able to put an announcement or instruction banner to all the CLM users that is visible on their CLM instance?

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A
New Voice
Emad Radwan
Conversation Starter
Emad RadwanConversation Starter
asked in Web Forms
WebForms Salesforce Integration

Hello,Is the is a integration between salesforce and webform?

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Emad Radwan
Conversation Starter
D
Newcomer
DebRobertsNewcomer
asked in eSignature
Radio button choice already selected still prompted to 'choose'

I’ve set up radio buttons for required either yes or no questions.  I can choose an option ‘No’, but i still get prompted to choose.  screen shot for reference.  this CHOOSE comes after I’ve made my selections for the entire list of questions. I hit the Next arrow and this pops up for all the questions.  How do i fix?  TIA! 

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Newcomer
M
Newcomer
Marla1983Newcomer
asked in eSignature
Possible Fraud

I received an email that there might be possible fraud on my account.  I signed into my account through that email., but there was not a document for me to review and sign.  I am not sure if my account was compromised or not. I just wanted to give you a heads up.This is the email I received.  I did not make any transaction for this company or amount. PayPaI Customer Care sent you a document to review and sign. REVIEW DOCUMENT PayPaI Customer Care sampodero9@gmail.com We’ve detected an unauthorized transaction on your PayPal account made to Coinbase. Transaction Details: Amount: $412.45 Transaction ID: PC-8456729103-ZYX789 To safeguard your account and ensure you receive a full refund, please contact our Customer Support team immediately. Our representatives are available 24/7 to assist you in resolving this issue and preventing any furth

3073
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Community Moderator
K
Newcomer
KmiloNewcomer
asked in eSignature
Envelope Allowance Exceeded on demo developer account

Hello, hope you all are doing great, I am testing a DocuSign integration for my job (my company has a payed plan but I am using a free demo account just to test things out), and today I got the following error message:ENVELOPE_ALLOWANCE_EXCEEDED: The envelope allowance for the account has been exceeded.The only thing that changed was that I started testing SMS authentication, wich might be the reason for the error. (current usage = 12)In my demo account it says that I have have an Umlimited number of Envelopes.Please help and thanks. 

2014
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Community Moderator
C
Newcomer
chrisdavNewcomer
asked in eSignature
Can't verify account via SMS: "Enter a valid phone number"

Hi, I am trying to create a new account on Docusign. However, during SMS verification I get the error: “Enter a valid phone number.”My phone number is valid and I have tested both my U.S phone number and Swedish phone number - both are being rejected as not valid. Among others, I have mainly tried the following formats:+1 XXXXXXXXXX+1 XXX-XXX-XXXX+46 XXXXXXXXXThere are no spaces in my input when I’m submitting. This is effectively blocking me from starting a new account, and there is no way for me to reach support since on this account, which seems to be an old account I’ve had active for a long time, on the support case page there’s no button for me to open a new case. I tried calling the corporate number +1 877-720-2040 and it just redirects me to contact via the support page, which I can’t log in to on my new account since the phone number is not verified, and I can’t start a new case on this account because the button to start a case does not exist. Please advise.

7483
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Community Moderator
D
Newcomer
diana.murciaNewcomer
asked in eSignature
New Subaccount Provisioning Request

Hello DocuSign Community,We need your help enabling the "New Subaccount Provisioning Request" option that appears in the Partner Portal. We received a message stating that, starting February 1, 2025, isvlicenseprovisioning@docusign.com will no longer accept Provisioning Request Forms for ISV Embeded sub-account provisioning.We also explored the alternative of cloning accounts, but this option is not available nor suitable for us.We would appreciate your support in enabling this option, since we need to create one really urgent.Also we’ve been creating a lot of cases to docusign’s customer support team and partner portal and we do not have an answer. PLEASE HELP!CASE: 14911810 , 14914393 Thank you in advance!

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Community Moderator
L
Newcomer
luxeNewcomer
asked in eSignature
Webform Notification Results

Is there a way I can have the results of a completed webform automatically emailed to my inbox?

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Community Moderator
I
Newcomer
igutowskiNewcomer
asked in eSignature
Document visibility in envelope

Hi, starting with accoung details: I have business pro plan, and i am one and only user of a account, with DS admin status.I want to send envelope with 3 documents, but i don’t want to permit one of the recipent to take a look on one of the document, but he have to sign 2 other ones. I read that it is possible, but in Sending Settings I don’t see receipents privilages, so I can’t modify it. Could you please give a hand with that topic?

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Community Moderator
M
Newcomer
MlawNewcomer
asked in eSignature
How to verify a scanned document ?

I’ve received a scanned version of a docusigned document. How do I verify the type of signature (qualified e-signature or not) and the validity of the signatures ? I have the number of the envelope and dates, not the certificate of completion. I cannot ask for more documents.

392
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Community Moderator
A
Newcomer
a.k.sanguiNewcomer
asked in eSignature
Customization for "received envelope" email

Hi community, I would love to customize the email that our customers receive when an envelope is completed. Is there a way? In the template editor, I only see an option to add text; images and formatting are not allowed.

163
M
Community Moderator
DC3IT
New Voice
DC3ITNew Voice
posted in CLM
SpringCM.API.get in custom eForm returns corrupt document - findings in the video

 

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DC3IT
New Voice
R
New Voice
rodvillaniNew Voice
asked in CLM
CLM Workflow - select folder to store contract

Hello! I’m starting to work as a workflow designer and I need a task where the user will select the folder in which they will save the contract after it has been signed by everyone. I thought of using the eForm step followed by the Copy and Move step, but how could I allow the user to select the folder without requiring them to type the path? Can I get the folder structure to show up? Thanks!

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K
Docusign Employee
S
Newcomer
sescobar03Newcomer
asked in Rooms
Splitting Signed Documents

I’m a realtor. I’ve used docusign to e-sign my documents for years. I just changed companies and no longer have access to a platform called Skyslope that had a document splitting feature. My new company doesn’t use Skyslope so now I’m trying to figure out how to split my documents that have already been signed.Adobe Acrobat won’t let me do it because they are signed/certified docs. Apparently I can do it if I have a ‘room’ in docusign, but I don’t know how to get a room. Can I get a room if I am a single user with a single account? Or is it only companies with multiple users that can have rooms? Thanks!

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L
Newcomer
A
New Voice
ACOUNew Voice
asked in eSignature
Customize all of Docusign emails with variables

Hello,According to your documentation, it isnt possible to customize emails sent after "Voided", "Declined" and "Complete" status with data specific to our company. However this is possible with signing invitation email in the case of remote signatures. Am i wrong ? Why can we customize only one mail ?  Regards,Arthur

465
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Community Moderator
A
Newcomer
A-TeamNewcomer
asked in eSignature
Service Templates Keep Disappearing From My Template Menu

My service agreement templates have recently disappeared from the menu. I was using the same agreement template for a long time and it disappeared from the menu. I changed my password and I uploaded a new updated template and now after one use it has disappeared from my template menu. What’s the problem? I’ve been using DocuSign for years without issue; so, this is a new problem and I don’t understand why it keeps happening.

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A
Newcomer
J
Newcomer
justinwickerNewcomer
asked in eSignature
Attachment combination for Certificate & Summary page

I saw on a previous post about a being able to combine a Certificate of Completion and Summary page via email attachment wasn’t supported and I wanted to see if that is still the case? Other document signature apps have this figured out and I’m surprised that DocuSign doesn’t have this as an option as users really want to minimize the amount of documents received within their email but want to also receive everything within one .pdf file.Here is the post I’m referring to: 

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Community Moderator
H
Newcomer
Habichuela2025Newcomer
asked in eSignature
Radio Buttons & Auto Navigation - change in 2025

Hi DocuSign Community  We have noticed that the system or backend of DocuSign has changed--we first noticed this change in November of 2024. We have been using DocuSign for at least 3 years and our documents/envelopes use a lot of radio buttons. The User Experience used to be that the “auto-navigation” of the envelope would take the ‘signer’ to each individual RADIO BUTTON GROUP. As of Nov. 2024, we have noticed that something on the backend has changed and the auto-nav of our envelopes is requiring the ‘signer’ to “choose” and simultaneously required to click through EACH INDIVIDUAL RADIO BUTTON, regardless of whether they are choosing it or not. This is super frustrating and we have gone back and forth with the customer support team and they refuse to acknowledge that this is a change in the UX.To illustrate the problem explained above. Please see a sample of a DocuSign envelope we might set up:Pre November 2024The Auto-Navigation would take the signer in the following order of the f

1059
M
Community Moderator
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in DocGen
What is Docusign Document Generation

Hi! I just published a new YouTube video on how to use Docusign Document Generation to create polished, dynamic documents directly inside Docusign.You’ll learn how to:Generate documents that adapt dynamically and create polished documents. Eliminate formatting issues when merging data into templates. Use Word-based templates for better design control. Automate document creation with CRM and database integrations.Transform your document workflows with Docusign automation! You can find it 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

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sofian_solusign
Troubleshooter
D
Newcomer
DonnaTorontoNewcomer
asked in eSignature
Initial View of PDF BEFORE Adding Any Fields

I circulate A LOT of documents, and find that I’m wasting a lot of time changing the initial view size of the PDF. I upload the PDF into my template and click on ‘Next.’When the PDF opens in the next screen -- the Zoom size is set automatically to ‘Fit to Width.’ This makes the PDF very small on my screen, so before I can add any fields, I’m wasting time resizing the view and  scrolling around the screen to locate it. Is there a setting for changing this Zoom size so I no longer need to manually resize the PDF each time? Thank you.

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G
Newcomer
I
Newcomer
Impact MontanaNewcomer
asked in eSignature
TechSoup- unable to add extra purchased seats, renewl few shows full price not discounted price

The codes purchased through Techsoup are not working to add extra seats that I just purchased. Our renewal rate is set to renew at full price instead of the perpetual subscription price we paid last year. I have opened a support case with Docusign, I then added another support case with Docusign since the department my original case is going to doesn't seem to understand the issue. Please help

323
M
Community Moderator
K
Conversation Starter
KatrinConversation Starter
asked in eSignature
Change name of subscriber after first signature

Hello,in our company we have numerous employees who just need to sign documents and who do not need or do not want to have an own DocuSign user account. When these colleagues receive an envelope to sign for the first time, they enter their name and initials and choose a signature style. Now it has happened more often that some of these colleagues have forgotten a prefix that they have to put in front of their name. Is there a way for these colleagues to customize their name after their first signature, i.e. add the prefix, without having to have a DocuSign account?I found the solution to change it in the “Signature Adoption Configuration”/Lock recipients name but I only see these settings in our developer account, not in our live-account. I am an org admin and we obtain an individual DocuSign volume-based plan for our company.Best regards,Katrin

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Community Moderator

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