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Hi! I just published a new YouTube tutorial showing how Docusign AI helps accelerate contract reviews, identify risky terms, and even suggest clause edits—all directly inside Word. You’ll learn how to:Run AI-powered playbook checks on contracts using Docusign AI assisted review for Docusign CLM Search contracts for clauses using AI in Docusign eSignature How to use Docusign Navigator to resurface agreement information using AI in Docusign eSignatureWatch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

Maestro is featured in The New Stack! 🗞 Check out the step-by-step guide to learn how developers and business users can leverage Docusign Maestro to build scalable, custom agreement workflows. 💡 We want to hear from you! Have you built any cool or unique workflows recently?https://thenewstack.io/build-api-driven-custom-agreement-workflows-with-docusign-maestro/

Hi everyone!I am evaluating if we want to use docusign for our non profit org. We are using slack and want to utilize the workflow builder of slack for which DocuSign steps are available.I have created a envelope template in docusign and want to send it via Slack workflow. In the custom workflow step in slack I am able to select my DocuSign account and the template created. However the step is not able to load the roles that need to sign into the workflow step:Roles can’t be loaded from docusignMaybe thats a temporary bug or I have done something wrong?Is this working for anyone or is this bug known?If this is not working we will probably not go with docusign even thougth everything else is working just fine. Thanks in advance!

Hi! I just published a new YouTube tutorial explaining how Docusign CLM streamlines your entire contract lifecycle—from creation and approval to negotiation and signature. You’ll learn how to:Automate contract generation using templates and data Collaborate and redline documents in one platform Track contract status and obligations with built-in reportingWatch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

I can't create a developer account now. I clicked the button to create a developer account, but nothing happened.I tried various methods based on existing posts, but I couldn't create a developer account.Is there any solution?

Hi everyone. Im setting up a Zap in Zapier that creates a draft envelope on docusign from a template.The template was created with pre-fill fields (signer fields) assigned to the Customer Role, for example:The displayed label has “customerName” as ToolTip and Data Label When i configure the step in Zapier i see the fields and load them with information as part of the data sent to docusign. When setting “Recipient Role” to Customer i find the created fieldThis is what i see as part of “Data in” in the testing step (another field created the same way) Unfortunately, when i execute this step, i’m able to view on Docusign the created DRAFT envelope using the template, but i don’t see on the documents the information i sent to prefill the fields (there’s a blank space). I tried changing the Zaps action from “Create draft request signature” to “Send envelope using a template”, and also sending the Draft envelope after its creation. If i change the action to “Send envelope usign a template”,

Earlier this year, 1,400+ developers participated in our Docusign Hackathon: Unlocked! Hear directly from the hackathon winners as they showcase their solutions built with Docusign for Developers, our suite of APIs and tools.  Thanks to all who participated! We can’t wait to see what other innovative solutions you all come up with.

Hi! I just published a new YouTube tutorial showing how to create a subscription-based payment process using Stripe and JotForm—an ideal solution when Docusign's payment options aren't enough.You’ll learn how to:Connect Stripe to JotForm and fetch your subscription plans Apply coupon codes automatically from Stripe Build a mobile-friendly contract and checkout experienceWatch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

We’ve just released our May issue, and it’s packed with good news: our 2025 Docusign for Developers Release 1! This release includes major new features for developers: private extension apps and the new AI-enabled Visual Studio Code extension (both in beta), the Connected Fields API, Maestro embeddability, the Workspaces API, connected fields and data IO extensions, and API-based Notary On-Demand initiation. These new features let you bring agreements into the systems you already use, extend automation where it matters most, and manage with flexibility, speed, and scale. Get all the details in our top story!More good stuff in the May newsletter:See how private extension apps can connect the dots between your Maestro workflows and your internal systems. Dive deep on using data IO extensions to automate your data flows. We’ve just released our new Embedded Sending sample app. Try the app and download the source code for use in your own integrations. Get perspective on how to use extensio

Here are some of the latest popular questions that developers asked on Docusign Community and Stack Overflow in the month of April 2025.Thread: Multiple documents with Auto-Place not using DocumentIdhttps://community.docusign.com/esignature-api-63/multiple-documents-with-auto-place-not-using-documentid-23643Summary: The developer has created an envelope through the C# SDK and is trying to add tabs to the documents in that envelope using anchor tagging. They have the same anchor string appearing in multiple documents, but they don’t want the same tab to appear in both documents; so they are trying to use the DocumentId property on the tab to resolve this. They are finding that the same tab is still appearing in both documents where the anchor string appears.Answer: The DocumentId property is only meant to be used when placing tabs with fixed positioning. When using anchor tagging, the tab will appear in every location where the anchor string appears, in all documents in the envelope. To

I am trying to pull the values of check boxes when checked using the built-in Power Automate connectors. I can see the name of each checkbox but I can’t tell whether or not the box is checked. {"tabLabel": "","documentId": "","recipientId": "","tabId": "","tabType": "checkboxTabs","prefill": false},

Hi! I just published a new YouTube video on how to collect ACH payments directly through Docusign at the time of signing.You’ll learn how to:Connect Stripe, Authorize.net or Elavon as your payment gateway for ACH transactions. Embed payment fields into Docusign templates and web forms. Use conditional logic to collect different payment amounts based on the product or service clients choose on forms.Ensure payments are collected instantly at the time of signing! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.Solusigncom | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

Sometimes it's the small things—like a missing field or a mismatched value—that end up derailing an entire agreement. In our latest blog post, we show how to build a custom data verification flow using Docusign’s Connected Fields API with extension apps. This solution combines two key components:• A connected fields extension app to verify data against your system of record• A Connected Fields API integration to send envelopes with verifiable fieldsTogether, they help turn NIGO (Not In Good Order) delays into STP (Straight Through Processing) wins.👉 Read the full blog: From NIGO to STP: A developer’s guide to custom data verification and the Connected Fields API. 

when i entered all details then i clicked on the get started button but its not going up 

Hi! I just published a new YouTube video on how to collect payments in Docusign using PayPal through Braintree.You’ll learn how to:Set up and link your PayPal and Braintree accounts Add a payment gateway to your Docusign templates Collect fixed or dynamic payments during signing Ensure full PCI compliance and securely save card data for subscriptionsStreamline your contracts and payment collection in one flow! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.Solusigncom | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

Hi! I just published a new YouTube video on how to integrate Stripe with Docusign to collect payments during signing.You’ll learn how to:Add Stripe as a payment gateway inside your templates. Set up one-time payments and save payment methods for future use. Use conditional logic and formulas to calculate dynamic pricing. Handle limitations for subscriptions using automation tools like Zapier or Make.Streamline your contracts and payment collection in one flow! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.Solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

The April 2025 Docusign Developer Newsletter is out! In this issue, our top story is all about connected fields, a new Docusign extension that enables you to define any data type you like and verify its input against any external data source. You can build connected fields extensions, publish them on the App Center, install your own and others from the App Center, and then use them in eSignature envelopes. You can also use the Connected Fields API to poll your account for a full list of all the data types you can flag for data verification in envelopes you send through the eSignature REST API. Additional highlights:Maestro workflows are now embeddable in an iframe. You can use this technique to present Maestro workflows within your API integrations. Our newest Visual Studio Code extension is now in closed beta: find out how you can join.  We went to Salesforce TDX in San Francisco last month and ran a mini hack. Events and more events! We’re running online webinars and attending in-per

Hi! I just published a new YouTube video on how to use Docusign Conditional Routing to automatically send envelopes to the right approvers based on business rules.You’ll learn how to:Route envelopes dynamically to different recipients based on field inputs. Configure conditions to route the envelope to the right recipient. Combine routing with PowerForms or Web Forms for self-serve workflows. Integrate your CRM and other apps to reduce manual workSimplify your approval workflows with automation! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.Solusigncom | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

We’re excited to announce the brand new connected fields extension, alongside our newest API, the Connected Fields API!With our new connected fields extension, you can go beyond the existing predefined data verification extensions (which verify specific types of values like email addresses and bank account numbers) and verify data in any format against your organization’s system of record. The Connected Fields API makes it easier for you to customize your agreements with data verification and connected fields extension apps by enabling you to perform real-time programmatic custom data verification for values in your eSignature envelopes. The API provides an endpoint, TabInfo:GetConnectedFieldsTabGroups, which returns the full definitions of your connected fields: every field type whose data can be verified using one of your account’s Extension apps. Check out the code example to learn more about how to use the API and see the connected fields reference implementation for an example of

Here are some of the latest popular questions that developers asked on Docusign Community and Stack Overflow in the month of March 2025. Thread: Error when downloading the envelopehttps://community.docusign.com/esignature-api-63/error-when-downloading-the-envelope-23190Summary: The developer is trying to programmatically download envelopes that have already been completed using the EnvelopeDocuments: get endpoint. However, when they download the documents, they find that the fields and signatures completed by the envelope’s recipients are not appearing in the downloaded files.Answer: Any values of completed tabs will only appear in the downloaded documents if the eSignature sending settings are configured in a way that allows this. Under Sending Settings in the Fields and Properties section, be sure to select the checkbox labeled to When an envelope is sent, write the initial value of the field for all recipients. See the blog post Tabs deep dive: eSignature settings for more informati

After a client signs the sent envelope, it is forwarding them to an outdated website. How do i remove the forward link after clients executes their envelope? Thank you

Hi! I just published a new YouTube video on how to prefill Docusign documents before sending them, ensuring accuracy and saving time.You’ll learn how to:Prefill documents manually without sending them to yourself first. Use recipient fields vs. pre-filled fields for different scenarios. Automate pre-filling using CRM or spreadsheets. Track document status and auto-store completed files.Eliminate repetitive data entry and streamline your document workflows! You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

My Salesforce org has DocuSign Package integrated in it and I have a contact who is the recipient of email that is sent. That recipient changes the signer from himself to another contact that is available in the org as another contact. My question is, which object, field shows these changes? Tried with dfsle__Recipient__c object and no changes in fields value were shown before and after the reassignment. Further no new dfsle__Recipient__c record were created other than the one initially created.

I am trying to see the body and subject of emails that were sent out for a specific envelope.I don’t see anything like that on the envelope.

Does DocuSign has any limit on number of envelopes created?