Core Capabilities

Half way through a yearly subscription Docusign have removed authentication by SMS from my plan, which makes the business pro plan totally useless in my industry (legal).Has anyone else dealt with massive changes to a plan they’ve already paid for?I have sent so many emails and raised live chats, and ultimately I have been sent to ‘sales’ who have quoted a plan than costs four times as much. Its all very underhanded and I am wondering who else has been affected by this? For anyone researching using Docusign for their business as I did, consider I’ve lost pretty much a whole business day trying to resolve this, and the support is very sales based rather than trying to correct issue (reinstate the feature I’ve already paid for. 

Hello all,Maybe I missed this and you can direct me to the proper instructions.  Here is my issue:I create an #HREF custom field so that the signer can read a State Statute on the legislative website.  And that works just fine.  The problem is the URL is really long and since the URL is in the tool tip, a signer who is using a screen reader has to listen to a really long URL.  If, when creating the form, I change the tool tip to match WCAG standard for hyperlinks the link breaks.  Are those using screen readers doomed to listen to obnoxiously long hyperlinks (including the https://) or is there a workaround?Thanks

Hello, I'd like to send bulk envelopes using shared access. But when I log in and try to send envelopes, I'm not given the option to send bulk envelopes.

Hello,Is it possible to download the completed documents individually rather than combined?I tried downloading them separately, but I still receive all of the signed documents together.  Best regards,Emad 

Jesus Christ…I just want to download a PDF File from a signed document that I need.There isn’t the option on the link itself, so I want to access it through my account, but I se NOWHERE where to do it to link my account to that said document, even if I use exactly the same email as for the signature.Also, I can’t seem to contact anyone from support, because anytime I click on contact / support, it disconnects me from my account.So I’m left here, with this community post. 

I have this use case:if i go on holiday or i am off for a while and i want to have a user or users to have access to my envelopes but not to all of them. only the ones that are in progress or just recently completed. i will require not only signing on my behalf but also to manage the envelope… Is there a feature from docusign that allows just that? i am aware of delegated signing but this is more than that.My understanding is that if i provide shared access, the person will be able to see my current and past envelopes…Thank youbrSusana 

Hi everyone, I have a question about recipient configuration using expressions in the CLM step Review and Send for Signature. In the recipient expression field, returning multiple emails separarted by a delimiter works fine, for example:  “john@email.com|mary@email.com” The system correctly creates multiple recipients. However, when I try to do something similar in the Name expression builder, it seems to accept only a single value. If I return a list or try to iterate (foreach), only one name is resolved, the result is: Recipient Name: John|MaryRecipient Email: john@email.com Recipient Name 2: John|MaryRecipient Email 2: mary@email.com Is the Name field designed to accept only a single string, even when the recipient field res

I have opened a ticket regarding billing information update/ which should be a straight-forward case. But I am not getting any response for my comments or emails,Is there any option to escalate this case or at leasta direct contact to billing or telephone numbers I could reach out to (specially in EU region)? Thank you

Recently our In Progress envelope view changed. I don’t find it as user friendly as the old view and it is more time consuming to find the information/task I want. Is there a way to switch back to the old version?

The following module references resources that aren’t available either in the demo org or prod. https://dsucustomers.docusign.com/docusign-for-salesforce-administration/1735298/scorm/1dio1x91attca

Case 12989068 (date 29 Jan 2024) you billed me for an extra subscriptionCase 16246638 subscription cancelled for A01061472 (date 11 March 2025).  You attempted to bill CC in Dec 2025.  You actually  billed CC in Jan 2026.It is virtually impossible to contact Customer Support through your “support page”Please reimburse the money immediately.You have a good product but sadly very, very poor customer service - I could not recommend DocuSign to anyone.  

I purchased an annual subscription using a different email than the one above.  I received an order confirmation at the email address and my credit card was charged.  Now, I can not login to the account, reset the password, or get customer support.  My email account does not receive emails sent from DocuSign to reset the password or logon to the account.Why?

Hi, New to the forum, have an issue using the Template Builder. I’m wanting to add customer sender fields to a contract document, company name, address etc and can add these easily enough. The document however is text heavy and has paragraphs, bullets and tabulations. When very first loaded in, it looks fine. As soon as I start in the Template Builder, I loose that formatting and things become joined and/or our of line. I see mention of flattening/PDF’ng however unsure how that solves the problem when I’m wanting to add the customer fields as the Template Builder doesn’t support PDF format. Perhaps I can approach it differently or am missing another method? Thanks  

Hello,I'm working on integrating the branding feature with DocuSign, but I'm having trouble understanding why the DocuSign icon appears white in the emails I receive.On the DocuSign preview page, the icon displays in black. I'm using Outlook for emails and have already cleared the cache, as that might have been affecting this issue. 

I have been using docusign for many years now. I could always create an envelope, check I am the only signer & then e-sign the document. This no longer works. The only option now available is send which consumes one credit. Is it no longer possible to self-sign envelopes without consuming one credit?

In July 2025, I took advantage of a discount and bought a 1-year DocuSign plan for $120/user. It clearly stated up to 120 envelopes 1 user per year.I used far less than the limit.Then on Jan 12, 2026, it suddenly said I had 0 envelopes left and asked me to upgrade. So I paid extra for monthly billing to get more envelopes right away.Now my account is switched to monthly, and it feels like half of my prepaid annual year just disappeared?Where did the remaining envelopes from my annual plan go?? Has anyone else experienced this? DocuSign support — please explain!

I have an account opening agreement with an option to have a second signer as an additional account holder. So far, I can’t figure out a way to leave that area as optional. If I setup two signers, it requires both to be filled out. So I have created a separate agreement for the single signer and one for multiple.If possible, I would like to run it all through the same document. Is there a way to do this?

Hi together,I try to set up a delegation of authority log in docusign.Therfore I have set up a template document including a dynamic table.I have added this template document to an envelope template with 4 recipient for testing purpose (in the end if I get it to work properly it will be 30-50 recipiencs).When I use the envelope I uploade a CSV-File to fill the dynamic table with anchor strings which works fine.However, the replacement of the anchor strings with docusign field seems to be left to chance. The anchor strings in the table are not replaced at all.If I additionally place the same anchor strings below the table in the template document, the signature anchor strings are recognized in the table too, the fullname-anchor strings are only recognized from the first recipient, but the replacement docusign fields are grouped and the placement is messed up.

I created a template form that includes a number field (let’s call it “DAYS”) and a formula field, which is supposed to return 1 if DAYS is less than 30, or else it returns 0. I’m using the 0 or 1 value to trigger conditional fields. The DAYS value can be a number from from 0 to 366, but I want the recipient of the form to provide the value, even if it’s 0.I find that if I leave the DAYS field blank, the formula result stays stuck on 1, even when updating the DAYS field to a number that should change it to 0.  If I prepopulate the field to 0, the formula functions as expected, but I would rather not provide a prepopulated default value. Is there something I’m missing? Am I doing something wrong here? 

I recently upgraded from the standard paid version to the business pro version. However when trying to utilize some of the features like uploading a template, the feature is not available. Of course that led me to the admin page as I am the only user, and the one who started the account. Under my name nothing is listed under permission profile and there are no other users. When I click on that tab a warning pops up for about 1 second in an orange box that stated “warning add an administrator profile”. However when I try to edit my name it fails to load user information. Basically I am stuck in a loop of apparently not having an admin even though I am the only user and have the rest of the admin functionality. Needless to say it has been a very frustrating few days trying to get help on this, and it appears DocuSign themselves could care less as there is no way to contact them. Finally, I did try to open a case while logged in but it sends me to another page to get a paid account, wh

Hi, I’m the IT manager for the UK subsidiary of my company. We initial purchased a subscription to docusign, but the parent company has reclaimed the domain name for our email address. This stopped the users from accessing docusign while we still paid for the Subscription. Is there someone or a way to get help in sorting out this issue?

Recently my tag colors are all of the sudden Pastel colors. When I need 3 signatures, I can’t even tell 2 of the colors apart because they are so light and almost exactly the same color...just maybe a slightly different shade of Baby blue for example. Can I change somewhere in setting to different colors? Thanks so much 

Note: By default, comments are disabled for an account. To enable comments and manage the settings for them, you must be an administrator with All Administration Capabilities. If the comments option is not available on your account, contact DocuSign customer support to enable the feature.

Hi all,I’m able to successfully initiate a DocLauncher task via the API using the following request:POST {{baseUrl}}/v2/{{accountId}}/doclaunchertasksBody: { "DocLauncherConfiguration": { "Href": "https://apiuatna11.springcm.com/v2/.../doclauncherconfigurations/c19edc..." }, "Datatype": "xml", "Data": "<dd><num>1234</num></dd>" }I use the ResultUrl from the response to launch the configuration in ui mode and fill some additional details apart from the dd field. I’ve created a form with a textbox with mergetag dd along with some additional fields to be filled by the user.The form launches and but the initial data that I passed is not visible on the form ui. However, after the workflow launches after the document generation. Here are the observed params:<TemplateFieldData ...> <transactions>456</transactions> <transactions_unformatted&gt

I need to e-sign a doc and then send in P7M format. Is this possible?