Core Capabilities

The Admin Release Notes dated March 12th indicates that all users now have the ability to contact Support directly.  Is there a way to disable this new feature?  We want our users to direct all their issues to our internal HelpDesk.

2/13/25 I cancelled my Docusign Account, and have confirmation of it. Yesterday I was charged $850 +/- for the renewal.  What I am gathering, is that I can not get any support on the phone, and when I log in to ‘Make a ticket’  the only option for me is to see my old created tickets but not create any new ones. I presume this is since my account has been made in to a ‘free account’ can somone help me get the refund on my Credit card I should have? 

Hi,Im running into an issue where *sometimes* when two Clients have the same email address (Husband and wife), and both need to sign a form. When I send the docusign with signing spots designated properly,  I get the document back and it has only one of their signatures in both of the spots that were separate when I sent them.  Is there a way to avoid this error?Again, this only happens sometimes...  so not sure what is causing the bug.  

Can anyone tell me the best competitor for Docusign? I’ve been a member for 20 years but they have NO tech support when their product is not working. I know how to send a docusign. The software is messing up and I cannot get help. Please someone tell me the best company to use for electronic signature?  In running a business who has time to not get help when needed. 

I have a user with Share template permissions and sender permissions. They are able to create and edit a webform, but they aren’t able to add an attachment field. As an admin, I’m able to do it. What permissions are necessary for my user to be able to add an attachment field? 

I help manage an administrative-level DocuSign account and we are looking into adopting a new procedure that would use the comments feature within DocuSign. I have enabled comments in envelopes for the account level and in an individual envelopes; however, in testing adding comments to the envelope, the "add comment icon" is never visible. Any ideas, on how I can make this feature work?

I would like to send disclosures to be filled out and signed to a client. I do not seem to know how to set it upThanks

Hi everyone, I have changed the custom branding of my account while the account was without subscription. Now I bought the standard plan and it is impossible to change or remove the custom branding. Does anyone have an idea what to do?

I have made some templates with pre-fill fields for HR colleagues to fill in before sending an envelope. However, I also want to inlcude the approval/decline button for our HR manager in the template and signing order. However I can only add the buttons when I switch to the classic editor. But when I do so, all the pre-fill fields dissappear. It seems I cannot use the newest editor with pre-fill fields in combination with the approve/decline buttons. The only alternative I found is that the buttons can be added manually before sending an envelope.That makes the process more time consuming and prone to errors.Are there other solutions within e-signature and is this something that is easier to organize in CLM?

I have several conditions on the Forms in General Forms Library that use contains and then some text.  Every time I have an update to the Form, the system wipes out the text in the rule.  Does anyone else have this issue?  Is there a way to make it stop wiping out the information?

Hi! How do I migrate files from multiple folders into one folder using an automation?Currently, every time I upload a file to an Account through DocuSign, a new folder is created each time for each document (instead of going to one folder on the account). I am working on fixing the flow for this, but I’d like to migrate all the files currently in the individual folders into one folder. Thanks in advance!

How do I get a report of the security on each CLM folder?

Anyone in larger corporations that have an ideal folder structure/hierarchy that is working well in CLM and that is easy to maintain restrictions to confidentiality on some of those folders? 

We want to export a DocGen form from CLM to Word or Excel in order to arrange for translation of the fields and content on this form from English to other languages.  Is this possible?

Hello! I have a very specific question about Dynamic Drop Downs. I have an eForm and I need it to show a Dynamic Drop Down with the syntax Folder| at a certain point in the flow, but I don't have the full path before the flow starts. Is it possible to populate the value of this dropdown automatically during the flow? Thanks. 

Hello, after I sent out the documents, one of the receivers told me that he didn’t receive it, after checking, I sent the envelope to the wrong email address… and another receiver already e-sign the document, how could I correct/revise the wrong email?

Hi! I just published a new YouTube video on how to use Docusign conditional logic fields to streamline forms and create dynamic documents.You’ll learn how to:Set up conditional logic in static documents, web forms, and Word templates. Show or hide fields dynamically based on user input. Automate complex workflows with formulas and conditional triggers. Integrate Docusign with CRM and databases to remove manual data entry.Simplify your document workflows and improve accuracy with automation! Watch the full video here:  So

Hello,  I’ve a couple of merge / sender fields created on the template.I want to show radio buttons to the recipient if one of the merge field value is true, else hide the radio button from the user.How to achieve this ?Conditional fields is not serving the purpose.TIA!Regards,Mehul Shah

Completed envelop still shows in progress on all pages how do I fix this issue

I would like to send a document to two different people, either one of which can sign.  As far as I can tell, the Signing Groups feature will not work for this because the signers are not internal signers - they are clients.  It seems Singing Groups is only for internal signers.  I tried to set up a Signing Group (I am an administrator), but the only people it allowed me to add were internal people.  Is this correct or did I do something wrong?  Thanks,Teri

I have envelopes created through an integration with a legal management system that have the status "sent." With an administrator profile, can I view these envelopes or see who sent them? In the exported report, "multiples" appears.

Hi, I have a problem with EU qualified signature.after adding the document the system goes through all the steps but at the end it informs that:  We cannot use this certificateThe certificate was revoked.  my signature: Issuer: COPE SZAFIR - KwalifikowanySerial: xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxExpires: 2027.03.10 so it is valid. I will add that previously everything worked properly. However, my signature expired and I made a new one. This new one in other systems works correctly only not in DOCUSIGN. Piotr. 

Hello All,Recently, I’ve come across a CoC of signed document with below information added. This was signed by another user within our Company. However, whenever I sign the document or anyone else signs the document, there is no such information added at CoC stating that this document is Part 11 or the signature account is Part 11 compliant. Is there a way to know how to add this information or where this is being manifested from?

I am the company contract administrator, and I need to be notified when every envelope is fully executed/completed within the company account. How do I set myself as a copy recipient by default? Is it possible?

Hi I am trying to send documents to multiple people via bulk upload, I have dont thi smany times; however, this time I need to send the documents , which include merged data fields, as. a view only document with no acknowledgment needed. When I try to change the role of the recipient it notifies me that the merged fields will be removed, which they are.  How do I bypass this and bulk send read only documents?    Thank you Sarah