Core Capabilities

Hi, I am wondering if there is an "or" functionality where as I am able to send a document to two people (from one department) but only require one of their signatures in order for it to progress to the next signatory?In other words, I send out documents for signing to different departments but only need one signature from each department but I'd like everyone in that department to be able to have the chance to sign and once it is it goes to the next department. Please advise if there is a way to make this work! ThanksJimmy

Hi there,I have some documents stored in a folder in CLM. All these documents have an attribute listing the name of the client who signed the document. My CLM already has some folders with the same names, but not all of them. I want to know how I can move all the documents to their corresponding folders (or create a new folder with the client’s name). Thank you!

Hello Everyone,After creation of an envelope by setting notification object at the time envelope creation. But know I need to update the expiration date of an envelope but it is throwing error as '{"errorCode":"USER_LACKS_PERMISSIONS","message":"This User lacks sufficient permissions. Setting: userOverrideEnabled."}'.Let me know I need to configure anything from my end.Thanks and RegardsCharan Balam

Hi everyone,I’m looking for advice on how to configure a bulk send scenario.I need to send out about 300 envelopes using the bulk tool. Each envelope will always go to one known recipient (the main participant). However, in certain cases, if that recipient has a spouse, we also need the spouse to complete and sign one of the documents (spousal consent).The challenge: Conditional requirement – We don’t always know in advance if the recipient has a spouse. If they do, the spouse must sign. If not, that step should be skipped. Unknown contact info – We don’t have the spouse’s name or email. This information would need to be provided by the first signer (the known recipient). Bulk CSV limitation – When I try to set this up using the bulk send CSV, the spouse’s name and email fields can’t be left blank. Has anyone implemented something similar? Ideally, I’d like the workflow to be: Envelope is sent to the main participant. If the participant has a spouse, they’re prompted to enter the

Hi all. I have a customized report that I generate weekly on Mondays.Up to last week, everything was perfect. The report was generated at roughly 3AM, and I could modify it as needed in the morning and send it off to the interested party.Today (Monday Aug, 25), it arrived at 2:11 PM. A little too late in the day.I checked the scheduling and it does not offer the option to select a time for generation.How is the time of generation calculated? Is there anything I can do to have it generated early in the morning?As always, thank you! 

We would like to implement a configuration where user accounts in DocuSign are automatically assigned different accounts and permission profiles based on their Active Directory (AD) group membership. Please confirm if this approach is supported with SAML/JIT provisioning setup, and if any additional configuration steps are required on either the Identity Provider or DocuSign side. We are using Entra ID as IDP.

Hi everyone,I believe I can create a public link on the website for customers to sign a form based on the template i’ve created. I have some questions:Can the customer upload a PDF document with prepopulated fields into Docusign and then sign the document?  Can additional supporting attachments be uploaded as part of the envelope but does not populate into the template/form e.g an image of license Can certain fields (excluding the signature field) be completed in Docusign after uploading the PDF where some information is prepopulated? and can that be any field? (the form has set fields that are prepopulated already and set fields that require input) Can we use phone verification for customers accessing the form via the URL on website If we have multiple forms, can we use the same URL or do we require multiple URLs?  Set rules/questions to signing parties. The problem we have is customers will only have 1 party sign even if they require 2. So a question to ask their structure before doc

The recent change to the document format we send to customers is creating significant issues. The current appearance is less professional—oversized, opaque boxes now block out text and lines on the contract, even when reduced to the smallest possible size. This makes it difficult for customers to fully understand exactly what they are signing.Previously, the signature fields were transparent, allowing all text to remain visible. The new look not only obstructs important content but also presents a cluttered, confusing, and unrefined appearance. From a customer-facing perspective, this is a step backward in clarity and professionalism.Can you explain the reasoning for moving away from the transparent design? We would strongly recommend reverting to the prior format to ensure contracts remain both visually clear and professionally presented.

Hi,Are Docusign fields supposed to have solid white backgrounds during the signing phase? I expected them to be transparent and not cover up any of the form lines/text all the way through, but in my account as soon as I kick a doc out for signing all of the fields take on a solid white background which looks terrible and is concerning since they turn to the expected transparent upon full execution...when I sign something I want to look exactly like it did when I signed it.Is this a bug or some setting I can change? Screenshots below (read captions): Editing Doc in Room (all good)Preparing for signing, still goodPreviewing...OK whaaaaaat is this. Maybe it’s just preview? read onDuring signing. Nope this looks terrible during signing.But wait! After everyone signs it looks as expected...OK is this a bug?

I am working with Docusign Gen Templates that will integrate with Salesforce CPQ quote fields.  I am trying to display address text on document based on the client address. If the client is in the USA I want to display the company’s US address.There is a formula checkbox that is intended to trigger visibility ("/SBQQ__Quote__c/US_Account__c" ). I have tried multiple versions to get this working but they all result in error messages that change from time to time. Using this checkbox field, how should I enter it on the Word document?found and tried the following:But received this: 

I have paid for a docusign account.  Cannot access account.  Seeing the following message: “Server Request Error: Could not load settings.”  I have tried mutliple browsers.  Same issues.  So far nobody is helping with this.

I want to make it so that the default is to allow recipients to edit an envelope as opposed to having to check the box in the “advanced settings” each time an envelope is sent. I don’t want everyone at my company to have to remember to check that box every time they send something. I swear I remember Docusign having this feature, but I cannot find it anywhere in the settings nor on any forum posts. 

Hello, The sender stated that they have sent us the envelopes four times but we are unable to receive them. We have checked the spam folder but no luck. We have the envelope IDs but couldn’t find a way to contact Support to get assistance on how to access them.  Any advice is greatly appreciated. 

Hi,I have a question concerning delegation : when a delegate signs a document on behalf of the delegator, the signature visible on the document is the delegate’s one. Is it possible to modify this setup and get the delegator’s one, with the precision it has been signed by the delegate in the envelope details ?Thanks for your help !

Is there a way to create a conditional field based on how a different recipient selects their answer. We have a 3 radio button group by signer 1. If signer 1 chooses radio button #3 we would like signer 2 to initial the page. So the signer 2 initial tag would be conditional based on signer 1 radio button #3.

What inbound network connections would DocuSign utilize and/or require ?i.e. - “If you restrict inbound network connections and allow-list specific Docusign IP addresses, you must update your allow-list to include all current Docusign IP ranges from our Trust Center by December 31, 2025”

Hello. I’ve sent a document to a couple to sign. The husband has successfully signed via his email address; however, the wife is having issues completing hers. When she clicks the ‘Review Documents’ link in her email, she says she is being directed to a page to log in to DocuSign or create an account. I’ve set up text message authentication so, after clicking the email link, she should be prompted to have a code sent to her phone. She shouldn’t be required to log into DocuSign or set up an account. Has anyone experienced this before? Is there a fix for this? Thanks.

I have a document that two recipients must complete. However, I only have the contact information of the first recipient, and the first recipient can select who will be completing the remaining part of the document. How to do so?

Dear all, In some contracts registered by our partners, the Docsing system is displaying the name of the former manager, C***** B**** da C****, in the signature certificate. I need you to remove C***** B**** da C****'s name so it doesn't appear in the certificate generated for the documents, as the data has already been changed within the platform. There are two certificates that display this error, and I've attached one of them.**attachment removed**

When a member of a signing group opens an envelope, it becomes assigned to them for some time even if they don’t sign. I can’t find any option to return it to the group.Is there a way to reassign it back to the signing group without voiding and resending?How long does it stay assigned to this user? 

My issue is that I have two companies and I want to send contracts through my Docusign account as two separate entities. I did some research and found I can do this by adding a second Brand to my account. Problem is, when I go to the Brands section, there isn't an option to add another Brand. I am the account administrator and I have the Business Pro Plan. Thanks in advance. 

Hello, I set up a template with Data Labels and have linked fields that automatically fill in duplicate information. I now need to edit the form, but the Data Labels section is missing from the menu on the right. Without it, I am no longer able to link fields. Any idea how to get access to Data Labels again? 

I am having money taken from my account monthly by Docusign - but when I log in with the same email I only have a free account. i cannot access support …because i have a free account!!! there appears to be no way to resolve this as i cant contact anyone - apparently this now amounts to several hundred pounds.

I have a unique situation where we have a PowerForm with a URL  that any user can access to complete a docusign template.    By default,  its asking for a Username and Email address.      For privacy concerns,  we have users that do not want to provide an email address.   Is there anything can be done to make the “Your Email” field Optional from PowerForm or Template?    And/or remove the field all together? 

After completion of all the Sign Off’s, how much time the signed document would be available to view or download? Does the document have any specific time limit or life span in the DocuSign account for view and download?