eSignature

Hi, We’re looking to build an integration with DocuSign where documents designed using our product need to be signed by our customers’ users in an embedded way at the right time in their journey within our product. I’d like to understand how the partnership works and would like to explore this. As we already discussed with your sales team about this.

Hello,I would like to know if there is a way to allow the signer to choose the TSP (Trust Service Provider) when signing with a qualified electronic signature. Currently, the sender must select a specific provider in advance.Our scenario involves adding recipients from different countries, and in many cases, we do not know the exact TSP provider they have. Is it possible to allow the sender to specify only the type of signature (e.g., qualified or simple electronic) and let the signer select the exact provider during signing?Any guidance or best practices would be greatly appreciated.Thank you in advance!

I am trying to set up a template where the first person has “Allow to Edit” but the option is not showing in the list. I am using a production account. I have attached screenshots of both the option not there and showing up (in my developer account).Please let me know if there is something I can do. 

Hello, I have a user who is unable to log in using sso.  Profile does not show anything out of the norm.  Docusign seems to be up and running.  I can log in.  User sees error Contact your admin.  You don’t have permission to access this page.  Contact your account admin for more information.

We have a user profile (as a “service account”) designated to be the Owner of our Docusign Web Forms, Templates, and Power Automate Flow Connectors. Every quarter, this password must be changed in Docusign. After I change the password in the user profile in Docusign, I have to launch Power Automate. I believe that I then have to open dependent objects that have a stored connection containing this user’s credentials in some way to get the prompts that will ask me to authenticate this user’s credentials again. I can respond to the prompts and update the authentication credentials at that time, but only if I get a prompt to do so. However I don’t know how many objects in Power Automate need to be “refreshed” manually so that they do not fail when triggered. We have standard Docusign Connectors but we also have a Custom Connector. How do I know that all of my connections are updated? Do I have to trigger flows that use all of the affected connectors? So far, I have been reactive to when

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. 

Dear DocuSign Team, We recently started using the DocuSign new shared access feature in our organization, migrating all the actual access from the old to the new feature. After that, I discovered that the new feature is designed to not allow users to access a shared envelope via a direct link, which caused a huge manual work for some of our departments. Do you have any plans to enable the link access for the new feature, or should we rollback and use again the old feature? Thank you,Raafat

I have DocuSign eSignature integrated with Salesforce, and I’m trying to build a workflow for NDAs. The desired flow is:  A sales rep triggers the NDA from Salesforce. The NDA (as a Word document) is first sent to our in-house lawyer for review and redlining. After edits, the lawyer sends the redlined version to the client for their redlining. Once all redlines are resolved, the finalized NDA should be routed for signature and automatically saved back to the Salesforce record.  Is there a recommended setup within DocuSign + Salesforce that supports this kind of internal-editing → client-redlining → final-signature workflow? And should this be done via document markup inside DocuSign, or external Word redlining and then re-uploading versions?We have Docusign E-Signature licenses. Not sure if I need another license for negotiate or CLM? 

We are using Docusign Apps Launcher. I have a DocuSign Gen Template where I want to put text box fields that are NOT merge fields. I want them assigned to the first signer in my DocuSign Envelope Template. I do not see how I can create the field tag in DocuSign Apps launcher without anchoring it to a field in Salesforce. This is not a field that is currently in Salesforce, and we don’t need it to be, we just want it on the template. On the Word document I put \name_1_text\ and \nameparent_1_text\. When I go to send the document, I do not see these fields pulled into the template assigned to signer 1. Is this possible to have just a text box field on the Word Gen Template and have the fields assigned to signer 1 in the Envelope template? 

I have a form which will be prepopulated with some key customer information over pages 1 & 2. I then have a variable number of pages that then appear that would allow the customer to essentially provide a list of individuals (name, email address etc) with appropriate input boxes, checkboxes, validation associated with the information to be provided for each individual (i.e. certain fields for an individual are mandatory, individual 2 name can only be supplied if Individua1 has been added already etc). And then a final page for them to sign.They will tell us how ahead of time many individuals they have, and so we generate the document with the correct number of pages before uploading into DocuSign.Can I setup a single template that would work if the document uploaded us 4; 5; 6 etc pages and be able to apply/add the appropriate input boxes etc as required. And any pointers as to how I would do that?

Hi, when using the text box field i am trying to change the number of characters allowed in the text. i try to change it but it automatically goes back to 4000. why is this and how can i fix it?

I have a form in excel. The date is in Uk format (DD/MM/YYYY) but when I upload it to add teh signatur field and the date signed field, the date showas as MM/DD/YYYY.To be clear, this date is not a docusign field. It is teh date the form was filled in.I checked the regional setting, which is sent as DD/MM/YYYY  and the date signed shows as it should (Account defalult) 

Hi everyone,I’m looking for the best practices your organizations follow or any standards established by DocuSign for envelope retention:How long do you retain completed envelopes in DocuSign? Do you export documents into another system? Did compliance or operational considerations influence your decision? I noticed that notifications for purging are sent to all recipients based on default sender account settings (day 7 and 14 being in the purge queue) - That seems inconvenient, how did you manage that?Thank you for your insights!

I have been trying since last April to get subscription canceled, get refund and thought it was taken care of until I got renewal notice in email tonight. It won’t let me open a new case to have them call me or respond to this request. So this forum will hopefully get the attention it needs to respond to the attached emails last year…. SEE ATTACHED  The attached files have been removed. Please see DocuSign Community Guidelines and Code of Conduct.

When my PowerForm is accessed through the URL, a message comes up that indicates they need to click a link. The link isn’t clickable and they have already gone to that URL to get to that point. Anyone know how I can get rid of that notation?  

Hello,Someone sent me a document to sign.I don’t want to sign.I don’t want to open the document, in which case they will receive a notification that I opened it. This is commonly used by scammers/fishing-attempts to fish for info or actions on things that take place on my end.I have been getting daily reminders for a while now to sign. It’s annoying. It’s a waste of my time to get these emails daily and to handle them.I have emailed the sender asking them to stop sending these. They did not.How can I stop getting these reminders to sign? It’s costing me a lot of time, grief, computer resources, and general annoyance, and it’s generally unfair to me to be bothered with this stuff daily.Thank you in advance.

We have many templates where signatories are divided in two parts. Someone from the first team signs  (signing group) and then someone from the second team signs (signing group). In between both signatures we have a step where a third party receives a CC mail, where they are notified the first team has signed so they can start their own, non-docusign related work.  The second team signs only when this third party team has completed their work, which is notified by email and not via docusign. The issue I have is that this third party intermediary should not be able to see the signatory of the second signature, for privacy reasons. By adding them as “CC” in a middle step they also have access to the final document, which includes the signatory of the second step and their details (name, phone number for OTP, email, etc.).My ideal scenario would be a “notification” step where the third party receives notification and knows they can start

Hello, I recently purchased a DocuSign plan “Standard” for our company.I purchased it with my email address, but I won’t be the one signing in the future, hence I wanted to change the admin/login email from mine to the one of the user who will be the signee. I logged into acount.docusign.com/me with my email address, started the process to change the email address, and received the confirmation code to the new email address.Upon entering this code, I receive the following error message. The same issue was already raised in this forum last year.I tried all the troubleshooting suggestions mentioned in that thread but no luck. Creating a new admin user is no o

Hi everyone, I am trying to find out if DocuSign supports applying a template to multiple documents in bulk. At the moment, I have to go into the options of each document individually and apply the template one by one, which is very time-consuming. Is there a way to apply a template to several documents at once, or any workflow/tool that can help streamline this process? Thanks in advance!

All i wanted to do is create a document that needs a signature. Now I cannot retrieve the document because my reset password is not accepting. I cannot get to the chat box for support to pop up. For a document to be scanned and emailed back, to this process has wasted a tremendous amount of time. And this process is also painful.

Hello - has anyone used DocuSign for Bill of Lading?  If so do you have the standard plan?   Looking at implementing it. Thanks.

I’m an admin and have provided shared access to one user account to multiple users. When the users are trying to correct bounced back emails by using the Resend button, they can go in and commence correcting it, but then an error message appears “Something went wrong. Please try again”. The envelope is then showing status of Correcting, but no one can access it. The help material says this should be ok in 15 minutes, but not the case. When I test out trying to correct the envelope there is no issues. All users have been given “edit” access.

I have clients that might need to add an additional document, however, it would be as needed per client and per their discretion. Is there a way to give recipients the option to add an additional document? It would be the same document they are already signing, just additional ones. 

Is it possible to remove the options below from an envelope on creation?  We don’t want our users to use this (force them to use AES/QES) and removing the option is the more effective method to achieve this.  

Hello,One of my users attempted to log in and received the error message shown below. I have reviewed their user profile, and everything appears to be in order. Do you have any idea why this user might be receiving this error message?thread::I9bTovqzJd6s8SXROMtUngM::   Best regards,Emad