eSignature

I am editing a template in the new editor and a lot of the fields available in the classic editor are not available in the new one.  When will these features be available and why weren’t they implemented in the first place?Unfortunately the document I am editing is complex and I need to be able to create a template using all of the classic features in addition to the new ones.

Hi all, I signed up yesterday so I could send out documents for SignatureI sent 5 envelopes then received a message saying “the envelope allowance for the account has been exceeded” I checked my usage details (below) and it’s showing that 5 envelopes out of 10 included have been used Regardless, I went to upgrade my account so I could send all the envelopes required and I received the message below I don’t seem to be able to get through to support in any capacity - click on ‘chat’ and it

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

Account Creation and Payment: On 22/03/2026, I created an account using my email address (which is different from one I am posting) and subscribed to the eSignature Standard Plan with an annual payment of $240. I have attached confirmation from my credit card (SMS and online banking) as proof of payment. Initial Usage: I created one template & sent out an agreement for signing the email went out but now the link is no longer accessible. Access Issues: Suddenly, I was unable to access the account via the links provided in your emails. Hence I had to create this free account just to post about my issue. Password Problems: I attempted to log in, but the password I set was deemed invalid. As the sole user, I am certain I did not change it. Password Reset Attempts: I tried to reset the password using the "Forgot Password" feature. However, I did not receive th

Hi everyone, I have just subscribed to DocuSign with the option of using QES for signing documents as and when needed. How do I set up my QES if I don’t already have my digital identity verified? I know DocuSign is a QTPS but I do not find any clear information on requesting this service. Thanks in advance!

HiHas anyone come across an issue where recipients can’t read the document they receive because it’s very small type and all left aligned on the screen.The recipient is picking up the DocuSign envelope on their mobile phone, and using their browser to open (not the DocuSign app). See below screenshot. 

My colleague Dan B sent several envelopes using another colleague's (Dan C) account to which he has Shared Access. Dan B added himself and a third party as Receive a Copy recipients on the envelopes. About 30 of the envelopes have been signed, but Dan B is saying he only got copies for four of them. I have looked at the history logs for a few of the envelopes for which he did not receive copies and confirmed that copies of the executed document were only sent to the signer and to Dan C not to Dan B or the third party. They received a copy of the initial outgoing email when it was sent, but not a copy of the executed document. I don't understand this - docusign is supposed to send a copy of the executed document to ALL recipients.!--endfragment>!--startfragment>I have attached history logs and screenshots of the Recipients screen for two envelopes - one for which Dan B did receive the executed documents and one for which he did not.  Thanks,Teri

I can see doc’s needing action and when I attempt to sign, I get“We couldn't find the page you're looking for”When I use the docusign app I am able to sign.I use pihole (DNS filter) and have whitelisted apps.docusign.com but that didn’t change anything.Laptop is a fully up to date MacBook Pro using Firefox.  Just started a session with Chrome, no issue there…  I will finish in Chrome.  Not my preferred browser.I have approved MANY docs over the years, but this issue only started recently.Firefox issue or Docusign?

I’ve created a template and have shared that with select colleagues to use. In order to keep track of when the template has been used by the colleagues I shared it with, from my understanding is I should be able to see that in the History (Template→Elipses→History). However, when I click on history I only see my own use history of that template. I am the owner of the template as well. Is there a step I’m missing? How can I view when the template I have created, shared, and am owner of has been used by the users I’ve shared it with?

Dear Community,How to make fields (checkbox, text, signature) optional, yet still visually prompt the signatory to review them - without blocking completion and without adding required elements (radio button, required text etc.).

Há uns 2 meses atras, nossa conta estava ativa, o plano era anual e provavelmente deu o periodo de renovação do plano, não atualizaram a forma de pagamento e desabilitaram nossa conta.Hoje ao tentar acessar, apareceu uma mensagem falando que a conta não existe.Como faço para habilitar a conta novamente, pagando o plano anual? ==================================================================================================================================================== How to reactivate an account that previously existed The company I work for had an annual plan, but I went on vacation and, upon returning, I noticed that our account had been deactivated. After checking, it was likely because the plan set up last year was linked to a credit card that has since been canceled, and the payment method was not updated.How can I reactivate the account, resume the subscription, and regain access to the documents that were prev

Hi all, I have 22 users set up on our business account with one person receiving an error message when uploading to an envelop to say the file size exceeds 25mb. However, a different user on our account seems to have been able to send it without any issues whatsoever. They are both trying to create the envelop in the same way so not sure what is happening. Any advice or suggestions as to why this is happening. They both have exactly the same set up re permissions etc.Thanks in advance!Katie  

I’ve created a web form that will be used as an inspection template.  A user at my level will perform the inspection using the Web Form and once completed, I’ll need to route the now clinic-specific inspection with findings to the appropriate team for acknowledgement signatures.  I’m at a standstill and need some help.General Web Form template with inspection content is created and currently living in My Web Forms. I or another user will perform the inspection.  Once complete, signatures from 2 different people will need to be obtained to sign off the inspection.  Because these inspections will now be clinic-specific, eSignature fields will not be the same from inspection form to inspection form. In thinking about this, if I am inspecting 14 clinics, do I need to create 14 Web Forms all named for the clinic to be inspected in the My Web Forms folder so the links to complete them are unique? Once the user performs the clinic inspection

A Docusign user sent me a document a few months ago before I had a Docusign account. I am unable to locate that person. Now that I have a Docusign account in the same email address used to send that document, is there any way I can access it?

When a Docusign has already been generated and sent, how can I edit the email address or phone number, etc. when there are duplicate recipients and neither of them have signed? It keeps duplicating their names. So whoever I click on to edit, it will change the 2nd name to match the 1st and vice versa. I’ve set the signing order, which is a prompt you get when you try to proceed with the duplicate names, but it is still happening. Does anyone know how to correct?

I created multiple signatures (in different languages, actually) for different occasions, but there is no way for me to choose which one I'm gonna use. In all the documents that I was signing, my first signature was always being chosen automatically. I neither find any place I can choose which signature to use, nor find any settings about default signature to be used. Please help me.

I have enjoyed using the Strike-Through feature for years but it has vanished. There are no mark-up tools like I have had for 15 years.

When I use the data field box it looks like it is covering the existing text. However, when I receive the document back from my client the data field box was transparently creating a blur of text, the old existing text, and the new changed text. How do I make the data box solid before filling in the text?

 Hi Community!See if you have a suggestion here.I have a customer who has main account and sub accounts. They want to run tow type of schedule reports in weekely bases. one to Finance to have visibility on all usage with all subaccounts and another one per subaccounts head of department.My question:can be run a report from the main account that can easily tell what env have been spent by each sub account? thanks

When I go to upload a document in DocuSign it goes through the motions but then the document disappears.

Is there a way to get a report of which Powerforms have the Email Authentication setting turned on?  The only article i have found so far is to go to Powerform list and open each one individually to validate.  I was hoping there was another way to access this information in either a report or automated fashion.Norma 

Some of our letters need only the day of the month and not the entire date. When I try to access the settings, it does not allow me to modify.For Example it will say On this day _____, of March 2024. But Docusign wont allow me to change the settings.  

Hi everyone,I’m looking for guidance or best practices around implementing an automated rolling purge of completed envelopes in DocuSign—specifically targeting envelopes generated from a particular Template Name, with a 60‑day retention window (possibly longer - they want access to the completed forms for 90 days).From what I’ve learned so far, the existing targeted purge functionality only supports one‑time, static purges and doesn’t run on a recurring or rolling schedule. Before I explore custom development or professional services using the API, I wanted to ask the community:Has anyone implemented a rolling, automated purge workflow based on template name or other metadata? Are there workarounds, patterns, or automations (e.g., using Connect, ServiceNow, scheduled API jobs, external tooling) that have worked for your organization?

How do I clear a delay in a document that was sent for signature?    

One of our customers was offended by one of the name choices on the ID Check Identification Questions. One of the first name choices was Guido. I have attached a screenshot that was provided by the client. I have created a support case, but I wanted to pass this along in hopes the forum moderator could bring it to the attention of the support team.