Core Capabilities

I need guidance on creating a workflow where the 1st and 2nd reviewers complete their reviews and the document goes back to the 1st reviewer for signature.  Thank you.

Is it possible to create attribute groups, along with their respective fields and types, in CLM using a CSV file or any other import method?

Hello, the Electronic Seal provisioned to my developer account ("Demo eSeal") is failing to process. When an envelope reaches the eSeal routing order, it gets stuck in the "Sent" status indefinitely and never completes.I have isolated this issue away from the API. Even when I manually send a standard envelope from a template entirely within the DocuSign Web UI, the envelope still hangs indefinitely at the seal's turn without dropping an error into the Envelope History.It appears the asynchronous worker is timing out trying to reach the demo TSP, or the test certificate assigned to my account is in a bad state. Could you please check the backend logs for my account or re-provision the test seal profile?

Hello DocuSign Community,I am reaching out to get clarity and support on an issue we have been facing with the CLM API endpoint /v2/{accountId}/parties. Despite being an account admin, this API end point is inaccessible on our account. It is critical for our workflows, yet enabling access has been taking a week despite multiple attempts to engage customer support.Has anyone else experienced delays in enabling this API end point for their account? Is there something we can do as account admins to expedite the process on our end? I would greatly appreciate any insights or advice from the community, and I hope DocuSign customer support can address this concern promptly.Thank you!Looking forward to hearing from others who might have a solution or shared experience.

​We have a rather unusual situation where we need to email completed documents to government agencies after signing, and the signed documents must also be password protected prior to emailing since they contain confidential information. We have found we cannot password protect an already-completed DocuSigned pdf. We also can't add the government agency recipient as a "receives a copy" when the envelope is routed for signature since there are additional documents outside of DocuSign that need to be submitted along with the completed envelope. Can anyone suggest a way to securely forward an envelope to a third party after completion?

When i go to https://support.docusign.com/s/contactSupport?language=en_US and click on Open a Support Case, and then select eSignature, I login with my account info but am then brought to a screen that 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 log in scenarios,  contact DocuSign Support  for assistance.” My account is not new. My account was created in 2016. This happens on every browser i try. In a private browsing window, too. Can someone assist me with being able to open a support ticket, please??

Like many other people, I have an issue with my docusign account and I cannot get in touch with anyone to help me. I try to create a support case, but it tells me I am unable to login:  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. Here is the specific link, which interestingly enough has ErrorDescription=NOT_ACTIVE_USER in the url” https://support.docusign.com/s/auth-error-handler?language=en_US&ErrorCode=REGISTRATION_HANDLER_ERROR&ErrorDescription=NOT_ACTIVE_USER&ProviderId=dontknowifthisisasecretornot&startURL=%2Fs%2Fcases%3Fdsrc%3Ddsc I have a eSignatureStandard plan. Someone please help me out. Thanks.

I paid a monthly subscription to get some documents signed. I did it with an e-mail account that was invited to a team.Today, I couldn’t access that account. I couldn’t reset the password because it says there’s no account associated to my e-mail. So I created a new account with the same e-mail of the one I had the paid version. Now this new account does not show as paid, and my document is nowhere to be seen. I cannot log in in the support center webpage because I get the error from the attached image, so there is technically no way to contact support for me. I tried a different browser, and I also tried incognito mode. I keep getting the same error. It is urgent that i need my document. How can it be that a paying costumer can get no access to support?  

Hello, Just curious if its possible to edit the “next” button on the summary page of the web form to say “submit” instead. I wanted to clarify to users that is the last step of the web form before submitting. Is it possible to use any json? 

Hello I configured docusign on salesforce and created a template with a custom email message and custom subject.But when I try to send a document for signature,  docusin displays the default email message and default subject.not the message and subject configured on the template can you please help me solve this problem ?thank you in advance

I selected the separate pdf option for my bulk download but all the files continue to be downloaded in individual folders. How do I fix this?

Hi Team,I hope you are doing well.We received an email stating that the Docusign eSignature service will be migrating to Microsoft Azure. I have attached the email received from Docusign for your reference. Could you please confirm whether this information is correct?Currently, the Our Docusign account is hosted in Europe with the following datacenter locations:FR2 – Frankfurt, Germany – Company: EquinixAM3 – Amsterdam, Netherlands – Company: EquinixPA4 – Paris, France – Company: EquinixIf the information in the email is accurate, we would appreciate your confirmation on whether the migration involves only a change in the hosting provider from Equinix to Microsoft Azure or if there will also be changes to the datacenter locations.Additionally, kindly provide details of the datacenters that will host our account after the migration. This will help us assess and take any necessary actions to ensure our systems continue to function as intended.Thanks & Regards,Atu Lomate

We’ve received the reminder of the change to Azure. We are currently testing server and app access to eu-b.docusign.net but I am unable to complete “Test-NetConnection eu-b.docusign.net -Port 443” on any device connected to any network.I can successfully reach:demo-b.docusign.netna1-b.docusign.netna2-b.docusign.netna3-b.docusign.netna4-b.docusign.netBut not eu-b.docusign.netIs this by design? Is that endpoint down? I don’t think it’s a DNS issue:NSLOOKUP without any business info:Non-authoritative answer:Name:    eu-cloud.docusign.net.akadns.netAddress:  20.4.162.50Aliases:  eu-b.docusign.netThanks in advance for help.Brian

Hi there. A difficult one I believe….I have a customer who has 2 email domains. One is user in docusign and the other one isn’t.The issue is that senders are sending the envelopes sometimes to the docusign users some times to the other email. The issue is that the recipient of those envelopes, lose track of the ones that are send to his  non docusign user email.Is there a way they can solve this? The client was asking if it was possible to restrict in the email box in docusign platform to edit to certain emails. I said that’s not possible. I also suggested to provide internal communication to tell the senders which email domain they need to use however there is inconsistency because some docusign users have one domain and some others the other one. Any other suggestions someone may think?Many thanks in advance 

Hello. We just had a recipient use a photo as a signature for the first time. We are investigating whether this is acceptable by the State, and may not be able to use it. Can we prevent a signer from using a photo as a signature? I don’t see any matching options in the Admin tab.

Hello, I sent an envelope to a number of people last year on a paid plan. This plan ran out in the meantime. Now the 3 last remaining people tried to sign the document and all reported that the link they received is not working. The document is supposed to expire on March 18, 2026.Is this related to the plan or could this be another error? Thank you.

I installed both the extension and the executable according to the provided procedure. However, during the document signing process, the page displays a message indicating that DocuSign PKI cannot be started.In the Control Panel, the application appears as installed.Device: Surface Pro 12Processor: Snapdragon® X 12‑Core X1E80100Operating System: Windows 11 Pro (ARM‑based)

I have a field where recipient 1 is tasked to enter data.  Let’s call this data “Subtotal”.  I’d like to be able to utilize the data in this field when a modifier is chosen by recipient 2 via checkbox.  Let’s call it “10% off coupon”.  Ideally, a simple formula field could calculate 10% off the subtotal when recipient 2 checks the box.  However, the issue that I’m running into is that the data entered by recipient 1 is not available to be used in formulas when activated by recipient 2.  How can this be accomplished?

Hi all,see if some one can help… can agreement actions be used to create a rule to store completed documents in an on prem server rather than a cloud solution?If not through agreement actions, can this be achieved through the Docusign API? and if so, is it very complex work behind?Thank you in advanced

How can I download all of the signed documents that I sent in bulk? Do we have a unified option instead than one per envelope?

Customers want Docusign to have options for ‘x’ Box and Checkmark Box that should result as agreed as ‘tick mark’ and declined as ‘x’ mark. When sending legal documents, tick the options or x to decline, while those documents could be used to showcase in the legal jurisdiction.

!--startfragment>We received a completed document from a client along with its Certificate of Completion. The envelope ID on the certificate matches the ID on the document, so we know they belong together. However, the Certificate of Completion does not display the client’s signature image—it only shows the word “SIGNED,” even though the actual signature does appear within the document itself. The certificate also does not show the signing method (e.g., pre‑selected style, drawn signature, etc.). It does show the send/view/sign timestamps, the IP address, and the signature stamp.Is there a legitimate reason why the signature image and signing method would be missing from the Certificate of Completion? We have not encountered this before.For additional context: the client signed an earlier version of the same document a couple of hours before this envelope was sent. We do not have the earlier document, but we do have its Certificate of Completion. That earlier certificate does displa

We use eSeal, and have only ever applied our own seal. Does anybody have experience of inviting third parties to apply their own seal?

Hello,  I am wondering if there is a way to send a document automatically with the below stipulations  send for approval signatures internally if approved automatically send to the required signers which will include the people who initial it after the client signs it BUT also removes the previous initials in the process.  More plainly Send to Person A, B, & C, for initial, if approved, automatically remove the initials, send to person D for signature then to person B and C for signature

Hello! I’d like to know if it’s possible to set a maximum number of rows in a table added to a CLM Form and how this could be done. Thanks!