Core Capabilities

I have DocuSign eSignature integrated with Salesforce, and I’m trying to build a workflow for NDAs. The desired flow is:  A sales rep triggers the NDA from Salesforce. The NDA (as a Word document) is first sent to our in-house lawyer for review and redlining. After edits, the lawyer sends the redlined version to the client for their redlining. Once all redlines are resolved, the finalized NDA should be routed for signature and automatically saved back to the Salesforce record.  Is there a recommended setup within DocuSign + Salesforce that supports this kind of internal-editing → client-redlining → final-signature workflow? And should this be done via document markup inside DocuSign, or external Word redlining and then re-uploading versions?We have Docusign E-Signature licenses. Not sure if I need another license for negotiate or CLM? 

Dear DocuSign Team, We recently started using the DocuSign new shared access feature in our organization, migrating all the actual access from the old to the new feature. After that, I discovered that the new feature is designed to not allow users to access a shared envelope via a direct link, which caused a huge manual work for some of our departments. Do you have any plans to enable the link access for the new feature, or should we rollback and use again the old feature? Thank you,Raafat

I am receiving the below error but My template has multiply fields to be field in by the 1st recipient and don't understand why I am getting this message Please review these issues:The primary recipient must have at least one text, checkbox, dropdown, or radio field on the template. .

DOCGEN_PROCESSING_FAILURE    New system is totally broken.  Support is non-existant.

Hello,Someone sent me a document to sign.I don’t want to sign.I don’t want to open the document, in which case they will receive a notification that I opened it. This is commonly used by scammers/fishing-attempts to fish for info or actions on things that take place on my end.I have been getting daily reminders for a while now to sign. It’s annoying. It’s a waste of my time to get these emails daily and to handle them.I have emailed the sender asking them to stop sending these. They did not.How can I stop getting these reminders to sign? It’s costing me a lot of time, grief, computer resources, and general annoyance, and it’s generally unfair to me to be bothered with this stuff daily.Thank you in advance.

I’m an admin and have provided shared access to one user account to multiple users. When the users are trying to correct bounced back emails by using the Resend button, they can go in and commence correcting it, but then an error message appears “Something went wrong. Please try again”. The envelope is then showing status of Correcting, but no one can access it. The help material says this should be ok in 15 minutes, but not the case. When I test out trying to correct the envelope there is no issues. All users have been given “edit” access.

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,

Hi everyone,I’m about to send out around 300 documents and trying to automatically include the client name in a completed PDF file name when sending from a Business Pro account. This is so I can bulk upload the agreements into our broader ERP system, and I’m struggling to get it working.Here’s what I’ve done so far: Created a Custom Field (text) called ClientName Added this field to my template  Set the template name to include {{ClientName}} Tested by sending an envelope to myself and filling in the ClientName field As the client/signer I can complete the field ok and the document content looks fine But the completed document file name never updates — it always ignores the merge field  My questions: Does my account require an additional module or settings to make this possible? I’m on a Bu

After all parties signed my document, Docusign changed SOME of the terms within my document into gibberish/symbols.I use Zipforms for my contracts, and only SOME (not all) terms that I included in the contract where changed to symbols once all parties finished signing.The issue is NOT my PDF viewer, as I viewed the document online within Docusign itself, and it shows the symbols.  Yet, on the previous completed envelope, that PDF does not have the issue.I’m going to resend a new envelope for re-signing, and we’ll see if the problem persists.  Yet, I’d love to know why this occured when I’ve never had this issue in 18 years using DS.  

All i wanted to do is create a document that needs a signature. Now I cannot retrieve the document because my reset password is not accepting. I cannot get to the chat box for support to pop up. For a document to be scanned and emailed back, to this process has wasted a tremendous amount of time. And this process is also painful.

I am using DocuSign for 2 complex medical consent forms related to Embryo Adoption in our IVF program (I am a fertility doc). We will need to use the online notary function. It is very important that we get this right as disputes over frozen embryos are sadly not uncommon (Sofia Vergara and Nick Loeb)...This is simply beyond my abilities so looking to outsource. The consents are written and approved by our legal team.

Hello, I have a user who is unable to log in using sso.  Profile does not show anything out of the norm.  Docusign seems to be up and running.  I can log in.  User sees error Contact your admin.  You don’t have permission to access this page.  Contact your account admin for more information.

Why  radio buttons, like adding addendums, are not active?

Hi, when using the text box field i am trying to change the number of characters allowed in the text. i try to change it but it automatically goes back to 4000. why is this and how can i fix it?

Hi everyone,I’m looking for the best practices your organizations follow or any standards established by DocuSign for envelope retention:How long do you retain completed envelopes in DocuSign? Do you export documents into another system? Did compliance or operational considerations influence your decision? I noticed that notifications for purging are sent to all recipients based on default sender account settings (day 7 and 14 being in the purge queue) - That seems inconvenient, how did you manage that?Thank you for your insights!

I have been trying since last April to get subscription canceled, get refund and thought it was taken care of until I got renewal notice in email tonight. It won’t let me open a new case to have them call me or respond to this request. So this forum will hopefully get the attention it needs to respond to the attached emails last year…. SEE ATTACHED  The attached files have been removed. Please see DocuSign Community Guidelines and Code of Conduct.

When my PowerForm is accessed through the URL, a message comes up that indicates they need to click a link. The link isn’t clickable and they have already gone to that URL to get to that point. Anyone know how I can get rid of that notation?  

Hi, I’m creating a contract template and put in conditional logic to display certain sections based on a drop-down field. I also placed Document Generation Fields in those sections, is it possible to do so? I published this Document Template but am getting an error when I try to use the Document Template saying that my document failed to generate. I am trying to brainstorm why it isn’t generating.Thanks!

We have many templates where signatories are divided in two parts. Someone from the first team signs  (signing group) and then someone from the second team signs (signing group). In between both signatures we have a step where a third party receives a CC mail, where they are notified the first team has signed so they can start their own, non-docusign related work.  The second team signs only when this third party team has completed their work, which is notified by email and not via docusign. The issue I have is that this third party intermediary should not be able to see the signatory of the second signature, for privacy reasons. By adding them as “CC” in a middle step they also have access to the final document, which includes the signatory of the second step and their details (name, phone number for OTP, email, etc.).My ideal scenario would be a “notification” step where the third party receives notification and knows they can start

I have a service agreement that can be filled out by 1 of 9 school districts. I have a dropdown on a webform with the 9 districts as choices. This is the functionality I want to achieve:- When a district is selected from the dropdown, the district information (address, city, state, zip, etc.) is automatically filled.- The recipient for the signature is different depending on the district. I want the signature request to go to the superintendent of whichever district is selected in the form field.Is this possible? Is there another way to set this up to achieve the functionality I am looking for?

Hello, I recently purchased a DocuSign plan “Standard” for our company.I purchased it with my email address, but I won’t be the one signing in the future, hence I wanted to change the admin/login email from mine to the one of the user who will be the signee. I logged into acount.docusign.com/me with my email address, started the process to change the email address, and received the confirmation code to the new email address.Upon entering this code, I receive the following error message. The same issue was already raised in this forum last year.I tried all the troubleshooting suggestions mentioned in that thread but no luck. Creating a new admin user is no o

Hi everyone, I am trying to find out if DocuSign supports applying a template to multiple documents in bulk. At the moment, I have to go into the options of each document individually and apply the template one by one, which is very time-consuming. Is there a way to apply a template to several documents at once, or any workflow/tool that can help streamline this process? Thanks in advance!

Hello - has anyone used DocuSign for Bill of Lading?  If so do you have the standard plan?   Looking at implementing it. Thanks.

I have clients that might need to add an additional document, however, it would be as needed per client and per their discretion. Is there a way to give recipients the option to add an additional document? It would be the same document they are already signing, just additional ones. 

Hi everyone, i get this following message when clicking Open Docusign in Add Recipients pop up on Dynamics 365 integrationSystem.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Could not find a DocuSign User entity for the current user - transaction creation failed. I already created the DocSign User record, and User Validated already set to Yes. Thank you