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Ask the Community for help or guidance and reply to questions with your own insights or advice.

8232 Topics
M
Newcomer
MaryThompson8884Newcomer
asked in eSignature
Template/Webform Formulas

Is there a link to the cell formulas in Docusign? Or are the similar to other applications like Excel? Thanks in advance!

91
Vinicius.Rodrigues
Docusign Employee
D
Community Admin
Docusign CommunityCommunity Admin
published in General Discussion
How to Ask a Great Question in the Docusign Community Help Forums

The Docusign Community Help Forums are where you can go to get unstuck, get feedback on how you use Docusign, and connect with others who have solved similar challenges. But to get helpful answers, it’s important to ask your question in a way that’s clear and easy to respond to. Here are some simple tips to make sure your post gets the best possible answers: 1. Use a clear and descriptive title A good title sets the stage for your question. Be specific so others know exactly what you're asking. Example: ✅ "How do I automate approval workflows in Docusign CLM?" ❌ "Need help with workflows!" The first title tells the reader what the issue is about, helping the right experts find and answer your question. 2. Provide context and background Give some details so others understand your situation. Mention: Which Docusign product you're using (eSignature, CLM, Navigator, etc.) Any relevant settings or configurations What you've already tried and what happened Example: "I'm using Docusign CLM to

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D
Community Admin
D
Community Admin
Docusign CommunityCommunity Admin
published in General Discussion
Help Forums vs. Groups: Understanding When to Use Which

The Docusign Community offers two key spaces for collaboration and learning: Help Forums and Groups . While they’re both valuable, they serve different purposes. Here's how to decide where to spend your time: Help Forums: Quick answers to specific questions Best For: Troubleshooting a specific issue. Learning how to use a feature in Docusign. Getting step-by-step guidance on solving a challenge. Why use them: Fast solutions: Ask a question and get answers from other members or experts. Searchable archives: Your question might already be answered—just use the search bar. Wide-ranging topics: Covers everything from technical issues to general tips about Docusign tools. Example questions for Help Forums: "How do I create a custom workflow in Docusign CLM?" "How can I bulk generate documents via Salesforce for Docusign?" "How can I add a signer to an envelope after it’s been sent?" Here’s an example of a post in the Help Forums that follow these guidelines: Groups: Deeper discussions and n

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D
Community Admin
D
Community Admin
Docusign CommunityCommunity Admin
published in General
TDX Developer Resources

The Docusign Intelligent Agreement Management (IAM) platform gives developers more flexibility in how they integrate Docusign and Salesforce. Download the Salesforce Extension App on Docusign App Center Easily build and deploy custom agreement workflows without writing any code, securely pulling in and writing back data from Salesforce with the new extension app . Analyze your agreements with help from AI using the Navigator API Navigator API offers developers access to AI-extracted data from the Navigator smart agreement repository. Integrate Docusign eSignature for Salesforce with the Apex Toolkit Seamlessly send templates, template files and execute merge fields with the Docusign eSignature for Salesforce integration. Discover Developer Center Using the Docusign Salesforce Extension App in a Maestro Workflow Enhancing Sales Success with Strategic Insights from Salesforce and Docusign AI Leveraging Docusign AI and Salesforce for Improved Contract Management Build Docusign eSignature

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Community Admin
D
Community Admin
Docusign CommunityCommunity Admin
published in General
Developer Resources

Hey Docusign developers! Here are resources we cover in our developer webinars to help start building. Developer Center developer account Quickstart ISVs get started Become a partner Stackoverflow developer support Docusign University developer blog developer YouTube developer webinars developer FAQs Docusign on GitHub Docusign Postman Collections SDKs and tools PowerForms Maestro API Navigator API extension apps Connect Webhooks , 2.0 , OAuth Connect Templates and partner composite templates Docusign Connect Guide Best Practices Connect 2.0 New Event Based System JSON Postman Collection Developer Community/Connect Happy coding!

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Community Admin
D
Community Admin
Docusign CommunityCommunity Admin
published in Docusign App Center
Docusign App Center: Enable Applications to Extend your Agreement Workflows

This new guide describes the Docusign App Center, a place to discover and install partner applications that extend Docusign product capabilities. With the App Center, customers can customize and extend their agreement processes by connecting the apps and tools they need, right from within Docusign. Click the link below to see the new user guide! https://support.docusign.com/s/document-item?bundleId=ous1698169987748&topicId=ijy1698170251179.html

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D
Community Admin
C
Newcomer
cloudopsenableNewcomer
asked in eSignature API
Getting wrong embedded event after signing is complete in the callback url

Once signing the is complete the embedded event returned back in the callback url is coming as "viewing_complete" instead of "signing_complete"

101
JohnSantos
Valued Contributor
C
Newcomer
CuriousCatNewcomer
asked in eSignature
Can you add 'Part 11' compliance under Signer Events of CoC?

Hello All, Recently, I’ve come across a CoC of signed document with below information added. This was signed by another user within our Company. However, whenever I sign the document or anyone else signs the document, there is no such information added at CoC stating that this document is Part 11 or the signature account is Part 11 compliant. Is there a way to know how to add this information or where this is being manifested from?

52
M
Community Moderator
J
Newcomer
Joe ChambersNewcomer
asked in eSignature
Delivery Failure on Envelopes that have a siging group where one member is no longer active.

Just curious as to what other users are seeing. We are experiencing delivery failures on envelopes that are sent to a signing group that may contain an inactive user. The message is valid due to the inactive user, but none of the other recipients receive the notifications and we are unable to perform a correction on the envelope. We have removed the signing group inactive recipient but we are unable to perform a correction and a resend still uses the old membership on the signing group.

10
J
Newcomer
H
Newcomer
HarpersFinancialNewcomer
asked in eSignature
eSignature email address verification question

I have been challenged on the authenticity of a signature that I personally obtained from a client via Docusign. The challenge is that there is no evidence of what email address the request was sent to and that I could have sent it to my own email and signed the document myself had I wanted to. Can I prove what email address the signature request was sent to from the document itself, or is my only option a screen shot from the Docusign folder? I would have thought that info would have been embedded in the signed document, but I can’t find it. Thank you

101
JohnSantos
Valued Contributor
C
Newcomer
CJPNewcomer
asked in eSignature
Dated Document needing further information added

I have a docusign document (lease) that needs dating. In some of the definitions, the text boxes have been missed therefore I won’t be able to add in the relevant information in docusign at the time of dating. I can edit the pdf immediately after to add those in, but do I need to add a statement on the front page that advises that has been done?

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M
Community Moderator
O
Newcomer
ONE ORDERNewcomer
asked in eSignature
COMPLETED DOCUMENT but missing INITIAL HERE and SIGNATURE DATE

Hi I have a use case where i can not foudn out what’s going on.My envelope is “completed”, but i can not see any signature date or Inital Here (mandatory) I was expecteing something like taht : But i get Any idea ?

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O
Newcomer
A
New Voice
aalamour1981New Voice
asked in Docusign Admin
Setup Docusign for multiple departments

Hello Everyone, I am a newbie to Docusign Admin and have requirements to support two department teams, HR and Finance, in my org to begin using DocuSign to facilitate form signing. There are the following security requirements: Any HR staff can create/edit envelopes, and they have access to other envelopes created by other HR staff. HR users have their envelopes that are not seen/accessible by the finance team and vice versa I have created the envelope templates for HR and finance, but my challenge is with the next step and setup the security model that meets the above requirements. Can anybody guide me on the detailed steps for this configuration? I know that I have to use folders and security groups, but your help is much appreciated. Thanks

245
Hengfeng Ge
Rising Star
F
New Voice
FelixR89New Voice
asked in eSignature
Docusign keeps charging despite having cancelled subscription

Hi all, I cancelled my docusign subscription in December and it confirmed the cancellation on the Website (see screenshot), but it keeps charging me every month. Can’t open a support ticket and all emails remain unanswered. What should I do to cancel my subscription? Thanks, Felix

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M
Community Moderator
K
Newcomer
knightstoneNewcomer
asked in eSignature
The wrong signature is is being used despite only one signature on account

Hello. I was initially having issues with the wrong signature being used on documents. I deleted all other signatures and left my custom signature. This is also set as a default signature. Now, when i go to sign a document, it inserts a created signature, not my custom signature, and won’t allow me to change it. HELP!!

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K
Newcomer
T
Newcomer
trzklvNewcomer
asked in eSignature
How to get a notification for each completed envelope within an account

I am the company contract administrator, and I need to be notified when every envelope is fully executed/completed within the company account. How do I set myself as a copy recipient by default? Is it possible?

113
M
Community Moderator
L
Newcomer
Logar4Newcomer
asked in eSignature
UE qualified signature - The certificate was revoked.

Hi, I have a problem with EU qualified signature. after adding the document the system goes through all the steps but at the end it informs that: We cannot use this certificate The certificate was revoked. my signature: Issuer: COPE SZAFIR - Kwalifikowany Serial: xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Expires: 2027.03.10 so it is valid. I will add that previously everything worked properly. However, my signature expired and I made a new one. This new one in other systems works correctly only not in DOCUSIGN. Piotr.

253
L
Newcomer
D
Newcomer
Daniel FilhoNewcomer
asked in eSignature
Viewing Sent Envelopes as an Administrator

I have envelopes created through an integration with a legal management system that have the status "sent." With an administrator profile, can I view these envelopes or see who sent them? In the exported report, "multiples" appears.

82
D
Newcomer
J
Newcomer
JbailNewcomer
asked in eSignature
I was charged after Canceling My account.

2/13/25 I cancelled my Docusign Account, and have confirmation of it. Yesterday I was charged $850 +/- for the renewal. What I am gathering, is that I can not get any support on the phone, and when I log in to ‘Make a ticket’ the only option for me is to see my old created tickets but not create any new ones. I presume this is since my account has been made in to a ‘free account’ can somone help me get the refund on my Credit card I should have?

5711
S
Newcomer
S
Newcomer
sarahoNewcomer
asked in eSignature
Bulks sending view only documents

Hi I am trying to send documents to multiple people via bulk upload, I have dont thi smany times; however, this time I need to send the documents , which include merged data fields, as. a view only document with no acknowledgment needed. When I try to change the role of the recipient it notifies me that the merged fields will be removed, which they are. How do I bypass this and bulk send read only documents? Thank you Sarah

174
M
Community Moderator
T
Newcomer
Turnstone ProNewcomer
asked in eSignature
Text Box Stretching & Alignment

When I add a text box it does not give me the option to stretch its dimensions… because of this my text starts to write over top of itself which creates a box & text that does not fit onto my documents blank lines… I’ve looked online at videos where users have the option to stretch their boxes, and they have extra field property options that I do not have and do not show up on the right side of my toolbar… What am I missing?

81
JohnSantos
Valued Contributor
J
Newcomer
J.CNewcomer
asked in eSignature
Confirmation email to signer before envelope completed

Hi everyone, I know it is possible to send a email notification to all signers when an envelope is completed but it is possible to send a confirmation email to a signer when he has signed his part? Thanks

71
Vinicius.Rodrigues
Docusign Employee
K
Conversation Starter
KatrinConversation Starter
asked in eSignature
Display sender´s name, company adress and job title in sender mail

Dear Community, n addition to the sender's name, our company and address and the sender's job title should be displayed in the sender email. So far you can only see the name and e-mail address. Is this possible and if so, where can I find the corresponding setting in the backend? Best regards, Katrin

61
Vinicius.Rodrigues
Docusign Employee
J
Newcomer
Jenifer_caqNewcomer
asked in CLM
CLM - CC to send a copy of the contract to other people besides the reviewer.

I would like to send the contract attachment for external review, both to the reviewer who will make the changes and to the people I include for notification. Is there a simple way to enable this in CLM?

121
Vinicius.Rodrigues
Docusign Employee
A
Newcomer
apremsenNewcomer
asked in eSignature
Can't delete account and create new under work account

I recently started a new job, where Docusign is used frequently and we have a corporate account. I created a Docusign account using my work email address, thinking the email domain would automatically get me into the company’s plan, but it didn’t; I just got a regular free account, with no access to edit (or even see) envelopes etc. Turns out I have to have an invitation to join under the company’s plan. I deleted the account I had created and our admin sent me the invitation. However, after waiting the two days for my old account to be deleted, I still can’t sign in with the invitation I received; Docusign thinks I want to reactivate the free account I had previously under this email address. Does anyone know how I can completely erase my old account in order to use the invitation from my company? Thanks in advance!

102
A
Newcomer

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