eSignature

If a signer adds markups to a document and another signer wants to reject one, or some, of the markups then how is that done without voiding the entire envelope? It does not appear that the markup can be deleted. It is otherwise not a solution to delete the markup text and sign off because it will leave a blank box over the original text so that the original text is covered up and thus effectively removed from the document. It is not possible to remove a markup using the CORRECT feature. DocuSign Support advised removing the document in its entirety and adding it back but that would simultaneously wipe all markups, including those that have been agreed to or are still being negotiated, so that is also not a viable solution.The idea of the markup feature is that text can be negotiated by multiple signers directly through DocuSign so that all communications can be contained within the envelope. So, how is this done?

I am having trouble sending envelopes. No trouble for several years until now. I’ve tried sending twice to a client, and then to myself, and no envelopes have been received, neither by me nor by the client. I am not delinquent in payments, and have received no notification from DocuSign of any issues with my account.There doesn’t seem to be any way to contact support to address this situation. Also, I have tried to start a case, but it asks login information which, apparently is not the same as for support account, and when I select forgot password and use our business email,  which is the one on file, nothing happens--I receive no email to our business email.I don’t see any other options available to fix the issue.Any suggestions?

Hello DocuSign Mastermind!I sell Real Estate. I have been using DocuSign since it first came available years ago. It has changed my business dramatically for the better. Recently, as PDF files have become harder to edit, I have become very fond of the ability to mark up a file using the Pre-fill tool to strike out items with a red line and then add in text when negotiating a contract and have a client initial a change. This was a great addition!!However, I always get disappointed when I have to use the mobile app and cant use this feature? Am I missing something??Much my business is done on the go, and it would be a huge addition to the mobile app if the Pre-Fill features was available!? Any Thoughts or work arounds?

is this possible? and just client side. 

On my last Docusign Document, I imported a copy of my real signature rather than using my docusign signature (Dumb idea). The company I am dealing with thinks the signature is “too light and unreadable”Can I change the signature on that document, and if so, how?

I’m looking to streamline the process of visitors signing a Mutual Confidentiality Agreement upon entering our offices for reasons I cannot disclose. There are days where we will have two to three people that we may or may not be aware of their names before they arrive. I’d like to be able to have them walk to the tablet where a blank form would be ready for them to read over. After reading, they would sign and date with their email/title. The date should be prefilled and a signature from one of our staff should be prefilled as well (with date, not sure on the legality of this or what is necessary to do so). Is there a way to do this within Docusign, if we don’t know who the person might be coming in? After hitting submit, it would be nice if it just reset to the blank template/web form or whatever it takes to make this happen.  Any help would be greatly appreciated.

Is it possible to change the way Docusign pdf’s are named? Rather than the current ‘completed with Docusign’. TIA

Hi, I see we have two options to create a template via the docusign UI. One is to create it manually following the steps and the other is by uploading a json to create template. When i create the template by following the steps manually from the UI, i am unable to attach the docGenFormFields similar to what i could do when i uploaded a json to create template. Is there a reason why i cannot add the fields to the template when i follow the manual path?

Hi, We have different teammates being copied on final documents. They are not receiving in their Inbox/Completed the copy of the finalized document. They however receive a notification once the document has been completed. They can only access it while the link is active. The signing order is set and active.  We had them as sequential before, now trying that all those cc’d with the same order, still not working.We need people to receive a copy of the completed document so they can have access anytime. They cannot be relying on someont to send it to them. Or on the notification link (which they are getting) because it expires too quickly. For those of you who the cc function works, can you describe the full set up and steps? And how to people access the completed documents? (In case we are doing something else incorrectly). Your help is appreciated!  

I have already filled the fields on my pdf form.  I drag it to start getting  signatures, somehow, a pop up says “We found form fields for MY FILE NAME.pdf”and all the information I typed in on my form are gone???HOW DO I CHANGE IT TO KEEP MY PDF AS IS WITH MY TYPED INFORMATION?Thanks!

Hi,Recently, some of our clients have started experiencing issues with ID verification. Most frequently, after selecting their country of issue and choosing an ID type, they encounter a “Couldn't connect to this service” error. I’ve attached one of the screenshots.My team and I have tested the process thoroughly but haven't been able to replicate this error on our end. However, we're receiving frequent reports from clients about this problem.Could you help us investigate this? What could potentially be causing this problem?Thank you.

How to add TechSoup discount to existing eSignatureStandard docusign account?

Hello,I have created some custom document fields. These contain descriptive words in the signing view, such as the location or a special number to be entered. If the signer then wants to fill in this field, he still has to remove the words “location” or “special number” before he can enter his own text.What setting can I use to display a descriptive alt text for the document fields, which does not have to be deleted when the signer clicks on the field, but simply disappears?Many thanks in advance!

Hello docusign community, due to data protection requirements I want to find out what happens to the contacts of a user that are deleted.Related article: What happens to a user's data once the user is closed?The article does unfortunatelly does not mention the contacts of a deleted user. There is an API endpoint that can be used for deleting the contacts of a user but what is the default action to happen in case a user is deleted?

I've tried over an hour to open a case or get some kind of help. I no longer have access to my email linked with my paid account so speaking to anyone with this free account is impossible. I NEED SOMEONE FROM DLCUSIGN TO HELP ASAP BEFORE IM CHARGED AGAIN OVER AND OVER!!!!

Hi All,For the past couple weeks I have not received any email notifications when sending out an envelope. I have Docusign integrated into Freshsales and send all envelopes through Freshsales. Everything was working fine and both I and the recipient were getting email notifications as expected. But for the past couple weeks I haven’t gotten any email notifications as the sender. I haven’t changed any settings in either Freshsales or Docusign. I double checked all of my Docusign settings in both my Account Preferences and in the Admin Settings. Everything is turned on so I should be receiving email notifications for every little thing that happens with every envelope that I send. I can still see all the action when I log into my Docusign account, but I’m not getting the emails. I’ve read the following community posts and support articles. I’ve whitelisted the recommended Docusign email address in my email settings but that didn’t help. 

How can I copy a document with complex fields from one template to another existing template?  Creating a new envelope to send is not an option, as this will be accessed by my signers via a link embedded on my webpage. 

I have been tasked to look into how we may incorporate DocuSign in our learning management system to replace the Read & Understood module, which is just a tick box currently. We also have mandatory toolbox talks that need to be signed by the users to acknowledge they completed and understand the given information.  Just wondering if anyone has done this already to work with LMS. 

Hello, first post here.Have been using for a while and all going fine, until last week.One of our regular documents we send to clients, which I upload in ‘Word’ format, is a normal typeface fony (Raleway 12). But when it’s uploaded on Docusign it then become some kind of Brushcript/itallic typeface which is hard to read.Any ideas to resolve please ?PS other word docs are remaining fine in the same typeface.

I tried to cancel my account… Dec 4th I got an email saying the cancellation is being refunded, and my account shows that it will take effect in 24-48 hours, but has been this way since early December. How do I get the account actually cancelled, and the additional two months of payments refunded? Is chargeback the easiest way?   

My organization canceled our subscription to DocuSign months ago and keep getting billed for it. I was able to get a refund, then they changed their customer support model and everything is  the AI Chat Bot. I can not get anyone on the phone and want them to stop charging us for a service that was canceled and I want our funds refunded. Any help is appreciated.  *I can not “add a case” as the button does not appear on the support page for our account.

HiTrying to add new Admins to our Docusign account.Add the user, they get the email invite and click on activate, They try to sign in and click the password reset link and get sent a code.When they enter the code they just then get a 404 page not found after entering the code: Can anyone advise please? Thanks!Dave

HiI currently use Word Documents and add the /sn1/ tag.  I then send the document for signing via the DocuSign REST API.My question is, what tags can I add in my Word document to capture free text or dates? I don’t want the end user to have to drag on the fields.Thanks,

Hello all! I am a DocuSign administrator. A DocuSign user signed a document, but now some issues have come up and he requested that his signature be “unsigned” from the document until the issue is resolved. I have searched on how to do this and found some information, but does not coincide with what I am seeing onscreen. Am I able to revoke his signature from the document? If so, how? Thanks! Salvador

I signed up for a free trial today (Jan 24, 2025) and am unable to test out custom branding. I found a note in a support page that says, “Note: These features are temporarily disabled for account plans purchased on the web after November 20, 2024. For more information, contact Docusign Support.”So it would appear that new accounts simply cannot use custom colors, fonts, logos, etc. It’s all just the default Docusign styling only, which seems like a big problem for businesses! I tried contacting support but am unable to log into the portal, possibly because I only have a trial account?Does anyone know more about this? Will custom branding come back as a feature, or is there a higher-tier plan that does allow for customizations? I’m looking to just apply my company’s logo, brand colors, and fonts to envelopes and documents.Thanks all!!