Core Capabilities

I have a webform I created and have a few questions regarding it and the signing session that is generated after completion of the form. When I copy the URL to complete the webform, it is the same URL each time.  Do i use the same URL for every person I want to send to, or is there another method I’m supposed to be using to send it to different people to complete the webform? When someone is completing the webform, how do they save progress if they want to come back to it later, I’m not seeing that option? When the docusign signing session opens up, if I click on Finish Later, I’m not seeing any emails that come to me to allow me to restart the session?  Upon starting the webform completion, there is an individual name and email address I enter that as I understand is used for the webform and docusign session, but I don’t get any emails that I input there.

Hi Everyone! I am trying to create a simple workflow with maybe 1 or 2 steps to combine two documents together. One is a document an individual will upload and will be different every time. The second is a static document that is stored in clm.  I don't need anything to be sent out for signature, this is just a simple flow that I am trying to get to work.  These two documents are supposed to be combined together under the Combined Documents  So, the testing document is supposed to be under the same tab as combined documents.  Any suggestions? 

Hi, I’m seeking information on how you customise the Email Subject to include the customer name when creating a bulk send. I understand how to do this for individual templates (and are using successfully), but am not having success adding into the bulk send template.The reason is that signed agreements will come into a Shared Mailbox, and I need the multiple users to be able to easily identify which customer the envelope is from (without opening). I have read the related articles in the DocuSign support material and watched numerous Youtube videos, but none address this. Is there specific data you need to add into the CSV file to get this to work. Thanks in advance.Patricia

Good day I created a web form that is associated with a template. It works as expected, except I notice that when a user fills out and completes the form, I am being emailed a confirmation of the e-signature along with attachments (the signed form, and any attachments the user uploaded).I want the email to be generated, but I want it to go to a different email address. On the template’s “Add recipients” section, the first signer (which is set to “Needs to Sign”) is “Requesting User” and email is blank (assuming the applicant is to complete the form). The second signer is the role and email address I want to get the response after the user has submitted the form. That second signer is set to “Receives a Copy” and the address is hardcoded into the “Delivery” section.How might I accomplish this? 

When I click support it asks me to login. When I login it says 'unable to log in’ if this is your first login attempt after purchasing a Docusign plan, allow 15 minutes for account creation before accessing your account. For all other login scenarios, contact docusign support for assistance. I click ‘contact docusign support’ and get stuck in a loop. I have been a customer for around 3 years now and this has always been the case since I created my account.I tried to phone their office and spoke with an AI that said it could not connect me to a human and if I needed support I should go to support on their website. No wonder this company has such a terrible trustpilot score. If you would like to know my reason for contacting support, it is that when I signed up for Docusign it clearly stated that I had unlimited envelopes, as per the screenshot below:

Hi everyone! 👋I’m trying to create some performance and workflow reports within DocuSign CLM, and I’d love some advice from the community on the best way to do it.Here are a few examples of the reports I’d like to build: User Productivity Report – showing the number of contracts created, finalized, and the average time per workflow step. Bottlenecks by Stage – identifying where contracts spend the most time (e.g., Legal Review, Internal Approval). SLA Compliance Report – comparing expected vs. actual time per stage and flagging when deadlines are missed. Monthly KPI Dashboard – summarizing key indicators like total contracts, average cycle time, and overdue SLAs. I’m curious to know: Which tools or dashboards within DocuSign CLM can be used to generate these kinds of insights?

Hello,I was reviewing one of the templates in Docusign and I noticed an envelope ID on the top document before it was even signed, any suggestion on what happened or if there is setting that I need to turn off?Can the API embed the envelope ID into the PDF document when preparing the envelope?   Best regards,Emad

I've created an input process using Webforms. Now I'd like to store the collected data in a document, which then goes into the signature process. Would that work?

Hi Community, Is there a way to search empty/blank folders in CLM and create a rule to delete them. I wil be learning about WorkFlows next week but woud like to know if any of you have enounterd this issue.

I am reaching out to share my terrible experience with DocuSign “support” and seek advice on accessing the non-profit discount.In August 2025, I carefully read all the eligibility guidelines for the non-profit discount, which is verified through a third party service, Goodstack. Nothing in the instructions or on the Goodstack website indicated that a Goodstack account was necessary for them to complete the verification. The instructions from DocuSign indicate that Goodstack will reach out to you for any verification needs after you complete the DocuSign non-profit sign up (which requires a credit card). So, I applied via DocuSign, and my organization was immediately declined and charged the full amount for our account. I then began what has been an over two month journey with DocuSign “support” of trying to find out why we were denied and hopefully resubmit for approval. “Support” bounced me to over 5 different people who’s only answer was “we don’t know why you were denied,

I was presented with a copy of an agreement that alleges I signed via Docusign but the envelope ID does not show up in any folder in my portal that I use. I have searched by date and envelope ID and nothing appears. How do I get the certificate of completion to see where the document was sent and what email signed off using my name?

Hi I'm trying to setup a Bulk CSV template. It's a bit tricky. Basically, Party A (my staff) aren't allowed to know the information for Party C (New clients) until Party B has them sign the document provided by Party A. Essentially, I need Party B to be able to add their CSV to template initiated by Party A and send the Template to about 50+ different Party C.Is there anyone to do this?

We received an email from DocuSign about the GLOBAL40 promo code. It mentions that the promo applies only when purchasing a new account under an annual subscription. Since an annual plan already provides around a 44% savings compared to the monthly plan, we wanted to confirm — if we apply the promo code, will the discount stack with the annual plan discount, or does only one discount apply?

hello everyoneI need your help.I didn't see any custom field validation method in the official documentation. Is there a good way to set validation? Or can I write code on docusign for validation?

I raised an issue with my unlimited envelope account on 16th September where I could not send any envelopes as I had exceeded my limit - despite having an unlimited account. They (eventually) came back to me saying I had sent too many in a month and it would reset in 2 days. That was 25th September and here we are now still unable to send envelopes. I constantly chase them and it has now been sent to an internal engineering team but I have heard nothing since 3rd October. This is massively affecting our ability to trade and we have now sought out alternative providers for e signatures to ensure that we can operate our business legally. Where is the support? How can I escalate this as this is not acceptable?

 Am I allowed to make a correction on a contract after the document signature has been completed?  If so, please advise how to do that?  I’m aware of making a correction before sending for signature but I don’t see anything that would allow me to make a change after the signing was completed. 

HelloWhen I upload a correctly filled CSV file in Docusign Bulk Send, many international language characters get unrecognized by the system and I need to retype / copy & paste each one of them - when doing a bulk send to dozens of recipients it can be a nightmare.Any tip to avoid this happening? Is there some way to integrate special characters of different languages into the system so it recognizes them and does not mess up with repeated question marks symbols?Thanks

I have a numeric rollup sum field in Salesforce that displays a currency value.  I would like to display the value with leading text IF it is grater than $0.0.  I have tried several ways to format it but all end in errors or simply show the formula text.  Please let me know how to structure this.  This is the latest failed attempt.   <# <Conditional Select="/SBQQ__Quote__c/FPS_PASC_Year_1__c" NotMatch=0 /> #>Fee Per Study: (field value)<# <EndConditional/> #>

We started seeing duplicate reports sent out starting last Friday and repeating this Friday, despite this report has been running for over one year with no problems. I thought it was a one-time quirk, so I did not mention this.Has anyone else experienced this issue? Here is the configuration: And the logs:  

Hello, I need urgent help please. I have been using DocuSign integrated with SharePoint for a year now and all has been fine until now. whenever i try to get a signature through SharePoint to DocuSign it comes up with the following error above. any help would be much appreciated. Thanks Alex

A welcome modal displaies the ERSD content and any messages from the sender, before entering the agreement. This window provides no added value for our customers; on the contrary, it leads to numerous queries and unsigned documents.I request an option to disable/remove this window via the administration.

Doing spreadsheets this year for 2024 taxes, and there it is...again. $325.00 charge from DOCUSIGN. I haven’t used Docusign in over 3 years and downgraded both my account years ago to free versions. There is NO help in cancelling an account. The entire process is circular and frustrating, meaning the end-user keeps ending up at the same place with error codes (when trying to login) and non-functional webpages.I’ve requested Docusign to cancel my account previously. Nothing. No messages, and no notifications. I’m not even being notified of annual billing by email. There’s no receipts or invoices. Users are being charged with ZERO recourse.When I log into my account it says “FREEMIUM” as the version and yet I’m still being charged.I’ve even changed my debit card information, and somehow DOCUSIGN is still getting around this and charging. This is downright criminal and grounds for a class-action lawsuit.

I have updated several existing templates and need to know what happens to the in progress envelopes that were created using these templates before they were updated. Is there a way to go into the in progress envelope and update to the newer template? I have tried using “Manage Applied Templates” but it does not update to the new version. Any help is appreciated.

When a Recipient needs to sign with two witnesses and one of those witnesses needs to be corrected, it does not allow you to just correct the one witness, unless 1 of the witnesses has already signed. It automatically changes the second witness to the same as the first witness. Is this a glitch?

I have a customer who is looking to validate payment information (credit cards mostly) during the Docusign process. They want to use a payment gateway, such as Stripe, to collect payment information. However, they want to verify that the payment information is valid. They often incur bounced payments from incorrect information when they collect this manually. Do we know if the payment gateways are validating the payment information when we collect it? The documentation doesn't explicitly say this, so they want to confirm if this is happening or not. Any help would be appreciated, thanks!