Help Forums

Hi, I’m still in sandbox.My use case is we send the envelope to a signer. After they complete signing, we need to fill other fields for the second signer before they view the document. I’ve implemented sending the the envelope to the first signer with pre-populated fields. But after the first signer completes and I update the fields for the second signer, the second signer still sees those fields as empty.I’ve tried both envelopesApi.updateRecipients()andenvelopesApi.updateTabs()Neither of those made the fields pre-populate when the second signer loaded up the doc.Is this possible to implement? How should I go about it?

We're using the EnvelopeViews: createSender endpoint to embed the tagger/sender view in our application. We need to control the display language of the embedded sender view based on the user's account language.Following the documentation, we append the locale query parameter to the URL returned by the API: https://app.docusign.com/...?locale=deThis approach works correctly for the recipient view (createRecipientView) — the signing UI displays in the expected language.However, for the sender view (createSenderView), the locale parameter appears to be ignored entirely. The UI always displays in English regardless of the locale value.Our setup:Using the new API format with EnvelopeViewRequest (settings object with startingScreen: "Tagger", sendButtonAction: "redirect", etc.) The locale parameter is appended as a query parameter to the returned URL (e.g., &locale=de) Tested with multiple locale values (de, fr, etc.) — none ta

Hello, When setting up a tool using the DocuSign API, do you need to login and sign with a personal account?In our case we are setting up a DocuSign integration with our internal Software for customers.So a customer must personally sign and be liable for all signatures done in Docusign under that application?

Hello, I had a docusign working application in development environment where I was calling apis from nodejs application. I created a JWT key using the call back by going here : https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature&client_id={iKey}&redirect_uri={callback}I used integration key and user id as shown on my screen. This setup was working fine.  Then I moved to a new setup by just promoting the application to production. For this I had to add a new member to my account as they have administrative rights to my account. Once I did that, I am not able to make any requests. I even updated the docusign links in my app as follows: DOCUSIGN_AUTH_SERVER="account.docusign.com"DOCUSIGN_BASE_PATH="https://na3.docusign.net"I also updated the JWT by hitting account.docusign.com instead of account-d.docusign.com in the above but I am still getting error of: DocuSign error data:

When I send an agreement out, it looks that although I format it with extra lines and spaces between paragraphs like an email; but it then makes the entire thing one long run-on paragraph. Is there a way to make sure that it keeps the message to the customer clearly formatted so it looks more profesisonal?

Our Copy Envelope option is suddenly missing from any Agreements in Shared Access. It is still selected in Admin. It seems I can copy a Completed or Voided envelope that I sent, but nothing else. Is that the way this is set up now?

I am calling Docusign EnvelopeService to send emails with documents. How can I track if the email is bounced back due to non-existed email address? 

During signing a document, the I do not receive the SMS from the system, even-though I am sure mobile number is correct, I receive regular SMS messages from other systems on the same number, can the authentication be through e-mail instead of SMS? how to overcome this issue since I have a deadline need to sign before it

I would like to know how to, or request a feature, that makes it possible at admin level to customise the default subject line prefix that appears in sending emails.Currently this always defaults to “Complete with Docusign:” and this wording has on many occasions caused documents to be overlooked by recipients - the feedback I get is they see the word “Complete” and think it is a completed document, not a request for a signature, especially for our internal signatories who receive lots of documents for signing. This problem is compounded by the default subject line for finished documents starting with “Completed” - this just seems like a major UX oversight.It is frustrating to have to go in and change this on every envelope. I did see a ‘solution’ that involved setting up templates, but I send lots of different docs, I don’t want a template for each one, and navigating to templates just to send a quick doc seems unnecessarily onerous when you have mad

I am in the admin - > integration section.  I was expecting to see something liek API and keys in the title  . I did try the app and keys, but the only option is Authorization Code Grant. I don;’ see an way to change it,   Figure 2.   What am I missing?Figure 1Figure 2  

I have used the classic version of templates in the past, and would like to continue.This is the first time I have uploaded a  Word document into templates and Docusign has changed the document during upload by changing my top and bottom margins. Now I have dangling signature fields instead of being grouped on one page as in previous design.How do I get Docusign to stop changing my document?Also, is there a way to set my preferred font once to be used on all documents?

I need to find a way to force the signature to be bold as is too thin and when we print out the documents it can barely be found i know if they draw the signature this could help i also now if they upload their own signature this would work out i i don't know how to force the fonts to only be the boldest ones so once they are selected they could be more legible. all the suggestion to mitigate are much apreciatted. 

I’m wondering if there is something that isn’t right in my settings.  I received notifications in the past when someone signed a document but yesterday someone signed and I didn’t get a notification.  There were two people to sign, one did, one didn’t.   I thought neither signed because I didn’t get a notification.  This hasn’t happened before that I remember.  Please advise.  I didn’t see anything in the settings regarding sending notifications upon signature but may have missed it. Thanks

I’ve created a merge field in Docusign that is to write back to an opportunity field in Salesforce, and have placed the anchor tag in my word document template.  When I go to send the document out for signature, the text field for data to be entered is barely wide enough to notice it’s even there:I know I can manually adjust the width of the field before sending, but asking my users to have to do this for every contract that goes out is not reasonable.  How can I set this anchored merge field to be wider by default?

Hi!I have a document that requires a signature from one individual in our organization and then signed by the counterparty. Originally I set up a template for this but I need to send out 60 of these templates and I don’t want to use bulk send because our internal signer would have to open 60 emails.Is there an alternative to this?I could create all 60 documents and send them to our signer and the parse them out to the counterparties but before I do that I wanted to see if there was an easier way.Thank you for any suggestions!

Hello everyone,I’m trying to design a workflow for a document that will be signed by employees from 100+ different companies, and then countersigned or approved by that employee’s manager at the same company.My initial idea is to have the employee (Signer 1) select their company from a dropdown field. Ideally, based on that selection, the correct manager/employer (Signer 2) would be automatically assigned as the next signer.The document would need to be accessed directly from our website (freestanding). However, with Web Forms, it appears that Signer 1 can assign any email address, which doesn’t meet our requirements.Does anyone know if this type of conditional signer assignment is possible in DocuSign (via Web Forms, PowerForms, or another approach)? Or is there a recommended workaround for this scenario?Thanks in advance for any guidance.

On a Web Forms template, I need to use conditionnal routing to send the enveloppe to a Routing Group, with 6 potential recipients. All of those recipients are shared mailboxes, for 6 different teams. It works well, but now, they want to be able, once received, to assign someone to the task.So I need those recipients to assign the last recipient as the final signatory.But both on prod and sandbox, it seems that only “needs to sign”, “needs to view”, “receives a copy.” are available for routing group… Note that for “standard” type of recipients (= not from a routing group), I can also use “specify recipients”, “update recipients”, and “edit”, so it’s not about enabling it (I’m admin). Did I miss something ? How can I have a routing group to assign the next recipient (by typing the email address at some point) ?Kind regards

We have been setting up a new SharePoint library for contracts and using the SP integration. When I and a couple of other users test it, it returns the doc the source folder/document set.  We are using Document Sets but works the same for folders.Our main user however gets signed docs returned to the root folder. DS site says it’s a know issue. Docusign documentationAnyone found a fix yet?  

We use DocuSign to route for signature directly out of our Database (there is a DocuSign link in the database to click/send to DocuSign). Recent user was unable to void or cancel envelope that first signer “declined”. Error message read, “Only envelopes in the ‘Sent’ or ‘Delivered’ state may be voided.” 

Date 2/6/26. Thousands of emails from Docusign today, from the email dse_na3.docusign.net. Microsoft Purview Defender has quarantined all of these as phishing emails. Has this happened to anyone else? We had to manually release almost 2000 emails. 

 Date format in document templates The date format in the document templates cannot be adjusted to DD/MM/YYYY and is set by default to MM/DD/YYYY. For example, when I enter 30/01/2026, the system flags this as an invalid date. In my profile settings, the date format is correctly set to DD/MM/YYYY. It appears that within the (in my view relatively new) document builder, the date format cannot be configured. As a result, it is currently not possible to create contracts correctly. A potential workaround would be to use text fields for dates, but these are then not recognized by the navigator. Moreover, from a functional perspective, this must be a proper date field.

I am beyond frustrated with your company.  I a brand new customer who just paid for a year and cannot get the chat to work, or even open a case.  None of your support functions are working.  I have already gone through the only troubleshooting steps I could find.  Either you contact me and resolve this or I’m canceling and getting a refund.  You will have had my business for less than 24 hours. This is unprofessional and looks very bad.  When I pay for a service, it takes my money, marks me as paid, but keeps all the buttons grayed out saying they are for paid accounts only, and your chat button (the only ungrayed one) doesn’t work no matter what I do or which browser I use or even your app, this is unacceptable. Please reach out to me or provide a contact phone number where I can read a live agent.

I received a message in my account asking me to sign a fraudulent document.In its title, it reads:“Bradesco – Purchase Approved: R$12,000.00 for Walter …”I am Walter — and they had both my email address and my full name.Bradesco is a major Brazilian bank, roughly equivalent to Bank of America in scale and relevance.So how did this even reach me, given that it was clearly fraudulent and explicitly impersonating a well-known bank — quite possibly a DocuSign client?Well, well, well…..This is not the reputation one would expect from a company positioning itself as a trust platform.

I am trying to add the “Bulk Send” capability to our account. Changing our subscription requires I contact sales. For more than a week, have repeatedly reached out to both support and sales to connect with someone in sales to upgrade our account for this capability. Support has been trying to get someone in sales to reach out to me. Nobody has contacted me. I was just wondering if there is a sales department for subscription upgrades?

How can I make the SSN field (text box set to nine digits) where the document cannot be finished if the user enters anything other than nine digits?  I am wanting nine digits exactly…….not 4…..not 7…...nine exactly.  Any help would be greatly appreciated.