Help Forums

Hi, I created a paid DocuSign account for myself as I urgently need a QES siganture. I added this type of signature, but I have problem with proceeding in the ‘Identity Verification’ section. It looks like it’s used to ask a person I ask for signing to identify themselves, but it doesn’t work anyway; I keep having an error. How do I authenticate myself? I will not be asking anyone for signing now? I just need to have the QES signature active for myself. I will be really thankful for your help. Best regards,Maria

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.

Looking for a way to set up signature tag specifically, to always be on the same line of the document used with template. We noticed the tag is not on the same line all the time, and the issue seems to be the size of the document.I know we can let users move the tags before sending the initial envelope but looking for another way so the users don’t have to adjust the tags. How are others working around this? Thank you. 

Why  radio buttons, like adding addendums, are not active?

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

I accidentally deleted a template instead of using the REPLACE option.  How can I correct my mistake?  The end users cannot type information into the new request form I uploaded.Sandy

Hi all!!I would like to ask for your help in this situation.I’m building a a PowerAutomate flow that send a PDF with editable field to be filled, however I cant make that possible in PowerAutomate (although its easy to do it in the web).Do you know how can I do it?? Thanks a lot in advance!

Hi, I have a weird behaviour I do not understand. I’m using the envlope-API to create an envelope based on a template (/restapi/v2.1/accounts/{{accountId}}/envelopes). My destination is the development tenant. For this API Call I use the following request body { "templateId": "{{templateId}}", "emailSubject": "Subject set by API", "emailBlurb": "Mailbody set by API", "templateRoles": [ { "email": "Some.Name@test.com", "name": "Some Name", "roleName": "signer", "tabs": { "companyTabs": [ { "value": "test Company 1", "tabLabel": "atb.docusignFields.label-company <id>",

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

Hello community/supportAfter installing: The DocuSign connector in Business Central A DocuSign license for certain users then users who do NOT have a DocuSign license suddenly see that the standard “Upload” or “Send for approval/signature” features become blocked or unavailable.?? Can someone provide a solution to fix this?Thank you

We have a complex process for CE certification of our machines. This process requires numerous signatures from employees, sometimes the same employees signing multiple times at different times. Unfortunately, we've now reached the limit of 200 rules. If DocuSign could increase the number of rules allowed, it would be a huge help. As it stands, we'll constantly have to delete rules to stay below the 200 limit.

Hi,I’m trying to use Embedded Web Forms in my React App. I’m using the following Docusign NPM Packages: docusign-esign @ ^8.4.0 docusign-webforms @ ^2.1.0 I have created an Application at https://apps-d.docusign.com/admin/apps-and-keys, and I have requested the following OAuth Scopes, and approved these within the Browser:const scopes = [ docusign.ApiClient.OAuth.Scope.IMPERSONATION, docusign.ApiClient.OAuth.Scope.SIGNATURE, docusign.ApiClient.OAuth.Scope.EXTENDED, 'webforms_instance_read', 'webforms_instance_write', 'webforms_read', ];I use the `requestJWTUserToken()` method from the SDK to successfully authenticate using my Private Key and this returns an Access Token.I then use the `F

Anyone know how to get this from Docusign? The SEC requires vendors of broker dealers provide this attestation that says they will provide notification within 72 hours  if DocuSign has a cybersecurity incident.

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? 

Hello, My company signed an agreement in July, paid in August and it is now December and we still have not been given access to an account. We flagged issues back in August and there have been MANY MANY emails and calls about it and I keep being reassured that DocuSign are fixing the issue (a huge DocuSign error and breach of GDPR) where they linked our contract and payment to an incorrect/different company yet it is still not resolved. It is taking so much of my time to deal with that I feel like I should be sending an invoice to DocuSign for the time I have spent trying to fix your mistakes and also the time I am loosing by having to go through a wet ink signing process as after five months we still have no electronic signing system. I am told by person #1 that person #2 will contact me, then person # 2 says it is person #1 who will contact me.I also emailed the general support ticket I had and got an automated message to say my tic

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 was working in different organization, I did the docusign course and appeared for exam, i passed the exam and got the certificate. Now, I am working in a different organization. so, do not have that certificate anymore. How to get that certificate ?