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Help Forums

Ask questions, get unstuck, and keep moving forward with Docusign. Then pay it forward by helping others.

8490 Topics
leah.breen
Community Admin
leah.breenCommunity Admin
published in General Discussion
If you could only use one Docusign feature forever, which one would it be and why?

Felt like it was time for a casual conversation starter! If you could only use one Docusign feature forever, which one would it be and why? I want to know what you couldn’t live without. Drop your opinions in the comments 👇

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leah.breen
Community Admin
D
Community Admin
Docusign CommunityCommunity Admin
published in General Discussion
How to Ask a Great Question That Gets You a Great Answer

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

340
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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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Community Admin
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Community Admin
Docusign CommunityCommunity Admin
published in General
TrailblazerDX (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 Navigator API overview Use cases How to guides ​​​​​​​ Join the beta for access to Postman 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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Community Admin
J
Newcomer
jatfddsNewcomer
asked in eSignature
Disable KBA in Developer Account

Hello - We are working within the developer account currently. I have tried to remove the KBA reqiurement from the signers. When I open the document they are still there. I can only change the KBA to Phone or back to KBA. I have tried to remove it via the ADMIN panel and I am not able to do so either. We have no need to use the KBA. Is there any possible way to remove this in the developer account. We send out all of our documents via API. Thank you

81
Vinicius.Rodrigues
Docusign Employee
F
Newcomer
Frustrated12321Newcomer
posted in eSignature
Charged incorrectly

Good afternoon, I’m new to a DocuSign membership and opted into the $57 account. To complete a task, I needed more envelops than what was provided, so I contacted support (before they completely digitize, which I really stress has created an unhelpful support for account users). I made it clear to support, I solely need more envelops as an adjustment (1 time) to complete a task. They instructed me on a process through admin, which for a fee would increase the amount of envelops. They did not inform me that doing so would increase the users. I have now been charged my monthly fee 3 times and cannot get in touch with a representative. I was clear with what I was looking for and have been fed bad advise which has costed me, with no ability to contact a real person (even through the case management process), to stop this. At this rate, I’ll be charged this ridiculous fee for a service which, based on this experience, would like to opt out of.

151
Vinicius.Rodrigues
Docusign Employee
D
Newcomer
DallisonNewcomer
asked in DocGen
Is there a way to extract all merge tags from DocGen Submission forms?

I’d like to preform an audit on the merge tags used for each Form Library form. Is there a way to extract all the merge tags from each form without having to copy & paste each one individually into excel? I’d like to capture the form field name AND the merge tag that it relates to. NOTE: I have tried to highlight them, then pasting into excel. However, when you paste with source formatting- the box appears and it’s not easy to extract. If you paste “values only” the merge tag information disappears.

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D
Newcomer
M
Newcomer
Matheus CardosoNewcomer
asked in CLM
Can I save task groups in a variable?

Hi guys I have started working with CLM implementation and I have built a workflow that can generate several contracts that follow a standard flow. This workflow have task that can be assigned to different task groups depend on who started it and details from the form. Because of it I have to find a way to reference different task groups in the same steps. Can I put them in a variable?? If the answer is yes, how do I do it? Please forgive my poor english. Thanks!

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Pawan Gangwani
Rising Star
B
New Voice
BobJonesNew Voice
asked in CLM
Combine Documents with specific order

I would like to use the CLM Combine Documents step. However, I would like to allow the user to choose the order of which the documents show up in the final combined document. All of the documents that need to be used in the combined step are uploaded to a project ID folder, but in no particular order. What recommendations are out there to allow the user to easily create this type of order when using the combine document step? (I was thinking about using the Choose Documents step but it doesn’t appear to allow ordering)

141
Pawan Gangwani
Rising Star
Arnaud LAMY
Newcomer
Arnaud LAMYNewcomer
asked in eSignature
How to prevent the template duplication shared with other users

Hello I'd like to prevent duplication of templates shared with other users.I've activated a number of locks on shared templates (advanced options), but I can't find anything to prevent duplication.Is there a solution? Thank you for your help Arnaud

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J
Community Moderator
B
Newcomer
Ben RichmondNewcomer
asked in eSignature
Can't get the Blue banner when I save

Hello I would like to know what I need to do to get the blue banner. from reading other posts it keeps mentioning Adobe. Would I have to somehow turn off adobe to get the banner? Thank you

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J
Community Moderator
S
Newcomer
shehzad1186Newcomer
asked in eSignature
which mail is working for creating the docusign developer account

hello guys how are you all i think that you will be great at alll guys i have very serious issue guys i need such akind of mail that works for docusign developer account creation i have tried many kinds of of mail but not to avail plz let me know that which mail is used for creating the docusign developer account creation

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J
Community Moderator
S
Newcomer
SandyRNewcomer
asked in eSignature
User permission issue

Hi , I am calling docusign for using create envelope method .But I get the following error message . Is anyone familiar with this ? Thanks . Error=This User lacks sufficient permissions. User does not have the permision to the CreateEnvelopeFromTemplates method

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J
Community Moderator
D
Newcomer
DREAMHOMES OF CABONewcomer
asked in eSignature
I DO NOT HAVE THE OPTION TO ADD MY VAT INFORMATION ON THE BILLING SECTION

I WANT TO ADD MY VAT INFORMATION, BUT I HAVE READ THE “SUPPORT”. IT MENTIONS WHEW YOUR INFORMATION OF BILLING IS, YOU CAN EDIT IT AND ADD YOUR VAT NUMB ER, HOWEVER, WHEN I GET TO THE BILLING PART, I DO NOT HAVE ANY BUTTON THAT ENABLES EDITING ON THIS PART. AS THIS IS A FISCAL MUST HAVE IN MY COUNTRY, I REALLY NEED IT, CAN SOMEBODY HELP???

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J
Community Moderator
R
Newcomer
Rogue_cxNewcomer
asked in eSignature
recipient email address using other than .com

i have been sending documents to email address that are not .com i have been sending documents to email addresses that end in .tech and it doesn’t go thru. anyone experience this?

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J
Community Moderator
A
Newcomer
AjeeshNewcomer
asked in eSignature
Are there any tax exemptions available for nonprofit organizations?

Are there any tax exemptions available for nonprofit organizations?

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J
Community Moderator
M
Newcomer
MarjolijnNewcomer
asked in Payments
refund; thought i was paying a fine, ended up switching to a monthly subscription while not using docusign for months

I had sent more enveloppes than my account allowed so the request was to pay 39 euro's to make it right. I wasnt aware that I had actually switched to a monthly and more expensive subscription. I went into labour not long after and now returning to the account i see ive been billed for the past 10 months while not using the service. I cant seem to get a hold of a person to just explain the situation as this doesnt follow the standard automated scripts for refunds. Please help

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J
Community Moderator
B
Newcomer
blessenmeNewcomer
asked in eSignature
Is this fraud?

This email came to me 1 day after using docusign for tax forms. I don’t work with or use coinbase 🅿ayPal Customer Support via Docusign www.docusign.com From:dse_na4@docusign.net To:Laura Mason 🅿ayPal Customer Support sent you a document to review and sign. REVIEW DOCUMENT 🅿ayPal Customer Support ********************@gmail.com We have detected an unusual Coinbase transaction associated with your PayPal account. Amount: $479.69 Transaction ID: TX-8454217803720567M To protect your account and initiate a full refund, please reach out to our dedicated Customer Support team right away at: +1 (888) (343) (5933) Our support team is here for you around the clock to help and ensure the security of your account. At PayPal, we prioritize your account security and are dedicated to resolving this issue as quickly as possible. We appreciate your prompt attention to this matter. Best regards, PayPal Security Team +1 (888) (343) (5933) Do Not Share This Email This email contains a secure link to Doc

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J
Community Moderator
C
Newcomer
ChristinahoffNewcomer
asked in General Discussion
Online Process for Sending documents for signing - not improved; made more cumbersome - why?

Why must you keep backtracking and forcing senseless clicks for the user? This is the second time in less than a year, that the online DocuSign page forces extra clicks for every item sent after the first one. Previously, you could send multiple items and after each one, the Home page would be displayed with the shortcut to your template that would allow you to seamlessly start the next one, next it went to 3 times that it would take you back to home, then 2 times, now not at all. No, now after the item is sent, the navigation stays in the Sent folder which is not helpful at all. Not only that but the sent confirmation message that includes the statement about your environmental impact is displayed 4 TIMES! for each and every item sent. Someone make me understand why user convenience appears to be secondary. At this point, I’d rather attach the document to my email and have it executed and returned the same way.

232
J
Community Moderator
A
Newcomer
Aest91Newcomer
asked in eSignature
Wrongly Charged & Poor Customer Service

I cancelled my Docusign plan that I’ve had for years in preparation for my maternity leave and not needing the service during that time. I cancelled with plenty of time before my annual renewal was due and received confirmation of such. I have now been charged for another year out of the blue, with not even an invoice to show for it. As I am now on a free plan, I can’t contact anyone to resolve this issue and have been going round in circles trying to figure out how to resolve this. I even resorted to calling sales and they said they would put a case in for me, which they didn’t end up doing. When I called up again to check in, the woman on the phone was rude and dismissive. I would like a refund asap but am at a loss to figure out how to do so.

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J
Community Moderator
U
Newcomer
UCB1930Newcomer
posted in eSignature
Dissappointed with Refund Policy and Customer Service

I am extremely disappointed with the lack of customer service and this “make a case” process that does not work well. When I started with DocuSign, I was told it would be mobile phone and tablet friendly. It is not in my experience so far. I tried to appeal the refund policy as we paid for the whole year and would to cancel after only using it for 5 months. I am so disturbed by the person I spoke to on the phone, named “Charlie” from sales. I called Sales because it was the only way to speak to an actual person. I submitted 3 cases on the same issue and have not received a single call back after I provided the number. I got an email that says “we can’t help you,” but they will take my business’s money. DocuSign please take responsibility for false advertising and for poor customer service. I'm sure not every employee that works for Docusign is like “Charlie,” but because of him, it has worsened my experience. I would like a refund for the months I was used

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J
Community Moderator
A
Newcomer
aaaaaaalllNewcomer
asked in eSignature
Download, print and sign

I received multiple documents in a single envolope for signature, but I do not agree with some of the documents. The sender did not activate the print and sign option. Can I download the PDFs, print and sign the documents individually? Are they legally valid? What happens if the workflow is not completed?

133
J
Community Moderator
C
Newcomer
c.hollinsNewcomer
asked in eSignature
Automatic Combined PDFs

At the moment when a customer signs a contract both ourselves and the client are sent separate PDF attachments. All of clients and ourselves require the combined version, so we have to go in and download these individually for each contract. Would it be possible to automatically email over the combined PDF attachment once something is signed

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M
Community Moderator

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