Core Capabilities

I’m working on creating and generating a document in Docusign CLM and sending it to Docusign eSignature along with the documents that needs to be signed. The challenge here is that the generated document should only be visible to the internal signatories and not for external signatories. I have enabled document visibility in my account. However, I’m currently manually updating the checkbox to add/remove visibility for signers. Is there a way to automate this process. I need the visibility to be automatically set to not be visible for external signers. Since the document is generated in CLM and the visibility setting is in the eSignature, how can we integrate or setup this automatically? 

I’m creating a template for a team that needs to send a document requiring initials and signatures from patients. After the patients sign, the sender or one of three people from a signing group needs to also initial and sign.Is there a way to setup this scenario so that a sender is automatically included as a recipient with the option to sign, or do I need to make separate templates for each possible sender?As of now, I’ve only been able to add the signing group to the template with fields for initials and signing (blue fields). If the sender creates an envelope and add themself as a recipient, it only gives the option to create another recipient (purple) that isn’t connected to those same fields.  Example of what I actually want:Tyr creates envelope from a template to send to a patient. The patient signs The envelope will then require e

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

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,

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. 

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?

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

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! 

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.

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. 

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

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!

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

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?

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.

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.

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!

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!

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.

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: 

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:

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 @So

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.

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