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If a contract gets signed in eSignature (stand alone document), is there a way to feed that document back to CLM so it can be part of the overall file structure built in CLM?

I have a webform I created and have a few questions regarding it and the signing session that is generated after completion of the form. When I copy the URL to complete the webform, it is the same URL each time.  Do i use the same URL for every person I want to send to, or is there another method I’m supposed to be using to send it to different people to complete the webform? When someone is completing the webform, how do they save progress if they want to come back to it later, I’m not seeing that option? When the docusign signing session opens up, if I click on Finish Later, I’m not seeing any emails that come to me to allow me to restart the session?  Upon starting the webform completion, there is an individual name and email address I enter that as I understand is used for the webform and docusign session, but I don’t get any emails that I input there.

Hi Everyone! I am trying to create a simple workflow with maybe 1 or 2 steps to combine two documents together. One is a document an individual will upload and will be different every time. The second is a static document that is stored in clm.  I don't need anything to be sent out for signature, this is just a simple flow that I am trying to get to work.  These two documents are supposed to be combined together under the Combined Documents  So, the testing document is supposed to be under the same tab as combined documents.  Any suggestions? 

Dear DocuSign Support,We would like to verify the authenticity and timeline of a DocuSign transaction related to the following Envelope ID: B7A459E9-FB2D-4FCC-8335-45C66F4D3738.Context:We are analyzing two signed PDF files and two Certificates of Completion that appear to belong to this envelope.However, we observed two different timestamps and certificate chains:- The CoCs show the "Signed" event as 09-Dec-2024 at 07:37:25 (Pacific Time).- One PDF also displays this same timestamp in its footer.- The second PDF, however, shows a later timestamp (30-Jul-2025 03:35:17-07:00) with a DigiCert AATL certificate instead of Entrust.We kindly request your official clarification on the following points:1. Do both PDFs belong to the same envelope (ID above)?2. Is the "Signed" event on 09-Dec-2024 the legally binding signature for the envelope?3. Does the later 30-Jul-2025 timestamp correspond to a re-seali

Hi there,I’m getting the following error when requesting an access token from the authorization code previously generated by Docusign:{ "error": "invalid_grant"}I’ve followed all steps in https://developers.docusign.com/platform/auth/public-authcode-get-token/. I can easily get an authorization code, but when using it to request an access token I get above error. This is the request I do:POST in https://account-d.docusign.com/oauth/token with:code=<code returned as query param in the redirect_uri>grant_type=authorization_codeclient_id=<my integration key in development environment>code_verifier=<my original

Hello,I'm developing an application using the eSignature REST API (via the Node.js SDK) and facing an issue with embedded signing. The `signing_complete` event is not being sent from the DocuSign iFrame to my parent application via `postMessage`.Here is my current setup and what I've tried so far:**Workflow:**1.  **Server-Side (Node.js/SvelteKit):**    *   I create an envelope successfully.    *   I call `envelopesApi.createRecipientView()` to generate a `recipientViewUrl` for an embedded signer.    *   Crucially, I am including `frameAncestors` and `messageOrigins` in the `recipientViewRequest` pointing to my local development origin (`http://localhost:5173`).    ```javascript    // Simplified server-side code    const viewRequest = {        returnUrl: `https://example.com/docusign/return`, // A simple fallback page        authenticationMethod: 'none',        email: user.email,        userName:

Hi, I’m seeking information on how you customise the Email Subject to include the customer name when creating a bulk send. I understand how to do this for individual templates (and are using successfully), but am not having success adding into the bulk send template.The reason is that signed agreements will come into a Shared Mailbox, and I need the multiple users to be able to easily identify which customer the envelope is from (without opening). I have read the related articles in the DocuSign support material and watched numerous Youtube videos, but none address this. Is there specific data you need to add into the CSV file to get this to work. Thanks in advance.Patricia

Our client is utilizing DocuSign Apps Launcher, and using DocuSign Envelope Templates to tag Documents for Clients to fill out.  Some of the information they would like to have pre-populated from Salesforce, so we added the Merge Fields.The settings for the Merge Fields are to not write back to Salesforce, yet any updates made on the documents are writing back to the identified merged field in Salesforce.How can we stop the updates from coming back into Salesforce?  We need the forms to populate with the information known, but if it’s not in Salesforce, and is added after the document has been generated, we do not want those updates going back into Salesforce.

Good day I created a web form that is associated with a template. It works as expected, except I notice that when a user fills out and completes the form, I am being emailed a confirmation of the e-signature along with attachments (the signed form, and any attachments the user uploaded).I want the email to be generated, but I want it to go to a different email address. On the template’s “Add recipients” section, the first signer (which is set to “Needs to Sign”) is “Requesting User” and email is blank (assuming the applicant is to complete the form). The second signer is the role and email address I want to get the response after the user has submitted the form. That second signer is set to “Receives a Copy” and the address is hardcoded into the “Delivery” section.How might I accomplish this? 

As per the older posts I have tried to locate the "My Preferences" tab and the "Contacts" tab of which i have neither anywhere on my profile, even when clicking my account icon. The only way i can see my contacts is when I click on the address book icon when inserting the name of the addressee. However when I click on this, I am unable to edit the contacts information. I am at a loss and I do not understand how something which should be incredibly simple is turning out to be such a difficult task.

Hello,I want to test this scenario for my client : In Dynamics 365, when I start form accoutn and click on “Send with Docusign”, I can’t choose an envelop template.On a technical side, I activate Docusign integration in D365, I created 2 envelop template in docusign, I set all D365 privileges for docusign table.When I go on Docusign Admin setting in Dynamics 365, I can’t see any module for templates.Could you help me please ?Notes : I test with the TRIAL.

I used to have for our startup a paid account. I downgraded it and now have it as free account.  BUT we still need the monthly invoices. There is no way to get these invoices. Support is pointless as “you need to have a paid account to access support”. The documentation shows only how it would work on a paid account.  

When I click support it asks me to login. When I login it says 'unable to log in’ if this is your first login attempt after purchasing a Docusign plan, allow 15 minutes for account creation before accessing your account. For all other login scenarios, contact docusign support for assistance. I click ‘contact docusign support’ and get stuck in a loop. I have been a customer for around 3 years now and this has always been the case since I created my account.I tried to phone their office and spoke with an AI that said it could not connect me to a human and if I needed support I should go to support on their website. No wonder this company has such a terrible trustpilot score. If you would like to know my reason for contacting support, it is that when I signed up for Docusign it clearly stated that I had unlimited envelopes, as per the screenshot below:

Hi everyone! 👋I’m trying to create some performance and workflow reports within DocuSign CLM, and I’d love some advice from the community on the best way to do it.Here are a few examples of the reports I’d like to build: User Productivity Report – showing the number of contracts created, finalized, and the average time per workflow step. Bottlenecks by Stage – identifying where contracts spend the most time (e.g., Legal Review, Internal Approval). SLA Compliance Report – comparing expected vs. actual time per stage and flagging when deadlines are missed. Monthly KPI Dashboard – summarizing key indicators like total contracts, average cycle time, and overdue SLAs. I’m curious to know: Which tools or dashboards within DocuSign CLM can be used to generate these kinds of insights?

Hello,I was reviewing one of the templates in Docusign and I noticed an envelope ID on the top document before it was even signed, any suggestion on what happened or if there is setting that I need to turn off?Can the API embed the envelope ID into the PDF document when preparing the envelope?   Best regards,Emad

I've created an input process using Webforms. Now I'd like to store the collected data in a document, which then goes into the signature process. Would that work?

Hello,We set up a DocuSign app on our client’s dev account, passed the Go-Live check, and published to production. As the next step, a production user opened the consent link and approved it. We can see the app listed under the user’s Connected Apps.However, our OAuth token request to https://account.docusign.com/oauth/token still returns:{"error":"consent_required"}Note: We also have another production account where this flow works as expected—authentication succeeds—so the issue appears to be specific to this production account. I’m out of ideas on what else to verify and would appreciate any tips or guidance. Thank you.

Hi Community, Is there a way to search empty/blank folders in CLM and create a rule to delete them. I wil be learning about WorkFlows next week but woud like to know if any of you have enounterd this issue.

I am reaching out to share my terrible experience with DocuSign “support” and seek advice on accessing the non-profit discount.In August 2025, I carefully read all the eligibility guidelines for the non-profit discount, which is verified through a third party service, Goodstack. Nothing in the instructions or on the Goodstack website indicated that a Goodstack account was necessary for them to complete the verification. The instructions from DocuSign indicate that Goodstack will reach out to you for any verification needs after you complete the DocuSign non-profit sign up (which requires a credit card). So, I applied via DocuSign, and my organization was immediately declined and charged the full amount for our account. I then began what has been an over two month journey with DocuSign “support” of trying to find out why we were denied and hopefully resubmit for approval. “Support” bounced me to over 5 different people who’s only answer was “we don’t know why you were denied,

I was presented with a copy of an agreement that alleges I signed via Docusign but the envelope ID does not show up in any folder in my portal that I use. I have searched by date and envelope ID and nothing appears. How do I get the certificate of completion to see where the document was sent and what email signed off using my name?

Hi I'm trying to setup a Bulk CSV template. It's a bit tricky. Basically, Party A (my staff) aren't allowed to know the information for Party C (New clients) until Party B has them sign the document provided by Party A. Essentially, I need Party B to be able to add their CSV to template initiated by Party A and send the Template to about 50+ different Party C.Is there anyone to do this?

We received an email from DocuSign about the GLOBAL40 promo code. It mentions that the promo applies only when purchasing a new account under an annual subscription. Since an annual plan already provides around a 44% savings compared to the monthly plan, we wanted to confirm — if we apply the promo code, will the discount stack with the annual plan discount, or does only one discount apply?

hello everyoneI need your help.I didn't see any custom field validation method in the official documentation. Is there a good way to set validation? Or can I write code on docusign for validation?

Thanks to everyone who stopped by the Docusign Developer Lab at Dreamforce! It was great meeting so many of you—developers, admins, and builders—who jumped in to explore building Maestro workflows and using the Maestro API.  We heard from many of you that some of your biggest agreement challenges come from manually processing agreements, which ultimately slows down deals. Docusign Intelligent Agreeme

I raised an issue with my unlimited envelope account on 16th September where I could not send any envelopes as I had exceeded my limit - despite having an unlimited account. They (eventually) came back to me saying I had sent too many in a month and it would reset in 2 days. That was 25th September and here we are now still unable to send envelopes. I constantly chase them and it has now been sent to an internal engineering team but I have heard nothing since 3rd October. This is massively affecting our ability to trade and we have now sought out alternative providers for e signatures to ensure that we can operate our business legally. Where is the support? How can I escalate this as this is not acceptable?