Help Forums

Hi everyone, My name is Valeriya, and I’m a product manager at fintech startup that helps people refinance their high-interest credit card debt into one lower-interest loan, with a single monthly payment and a clear debt-free date. We’ve successfully tested the DocuSign API and SDK in the sandbox environment to enable digital loan agreement signing between our company and our clients. Here’s how it works in our app:1. The loan agreement is generated on our side and sent to DocuSign via API.2. The client receives a link to the signing ceremony directly in the app.3. DocuSign opens in the in-app browser, allowing the client to sign the loan agreement easily on their mobile device. We’ve now purchased a commercial plan under and want to move to the production environment.I’ve already completed the ISV Embed Developer Account form for our app. How can we get someone to: 1. Review our ISV Embed form submission  2. Help us move forward with the Go-Live / production setup? We’re currently una

Join us in San Francisco on October 30 at Docusign Discover25 for a hands-on developer experience built for builders who want to shape the next generation of agreement management.Spend the day coding alongside Docusign engineers, partners, and fellow developers—testing new APIs, exploring AI tools, and influencing the roadmap for Intelligent Agreement Management.Why you should comeShip faster. Get early access to new SDKs, APIs, and automation frameworks. Build with AI. Learn how to extract structured data from contracts, automate agreement workflows, and embed intelligence directly into your app. Shape the future. Connect directly with Docusign leaders and give feedback that impacts what we build next.What’s happening🚀 Keynotes & PanelsHear from Docusign CEO Allan Thygesen, CTO Sagnik Nandy, and leaders across fintech and dev communities on how AI, extensibility, and automation are changing how businesses agree. Here’s a preview of who you’ll hear from:Allan Thygesen, President &

The docusign Review and Continue Page is populating my company name 2X  

No matter how many times I do those trainings such as clm administration, implementation consultant, build workflows etc. I still don't feel comfortable and confident with DocuSign workflows and design solution knowledge is not as good as other architects in my org. Tell me how can I get personalized attention and robust training model to make sure I know DocuSign thoroughly to be able to develop things. 

Hi! I’m feeling super frustrated and hope someone can help. We keep having incomplete documents signed by customers, which leaves us to either accept the docs as is without all the info, or go back to the customer and ask them to re-sign. My frustration stems from the following: 1) our sales people keep forgetting to add required fields to DocuSign docs before sending them for signature, 2) I can only see the fields assigned to me on the documents, so I can’t even double check to ensure all the required fields are included, 3) we can’t utilize templates in DocuSign for our orders, which are all custom, and 4) we have a standard subscription, so super basic capabilities. I’ve searched this community and online and can’t seem to find a solution for solving this in DocuSign. Has anyone else had the same issue and solved it?

Hello, I continually get the following error when finalizing my webform Form not submittedSomething went wrong with your submission. Return to the form and try again. I pulled a report but I didn’t get any info. Thanks in advance.

Hello, I created a new Docusign envelope template in SalesForce and I have this error message “Source object is blank”.  I created this template using the “Clone” button from an existing template.  Also, I notice the “Main Data Source” column is blank for the cloned template, but not for others.  I think this clone feature is broken.  There is no screen I can find where I can make this selection. 

Built something cool in the Docusign Developer Lab during Dreamforce? Show off what you made. Whether it’s a workflow that collects customer data, verifies identity, or connects with Salesforce or Slack, every build tells a story of what’s possible with Docusign.How to participatePost in the Developer Forum with a short summary or screenshot of your workflow, or a code snippet highlighting how you triggered it by Monday, October 20  Add the tag “DevLab25” to the post so we can find it Tell us what you learned or what you’d build nextWhat you’ll getUp to 10 submissions will be selected based on creativity, technical execution, and potential impact on Tuesday, October 21 . Selected builders will each receive a $150 Loop & Tie gift of their choice. Your post might also be featured in an upcoming Community newsletter or social post.Let’s see what you built! 💥Terms & ConditionsParticipation in this challenge is subject to these terms and conditions: Contest open to Docusign Communi

Hi, I would like to set Email Default language to all recipient. I am aware of the option “Custom email and language for each recipient” on the settings, but that is not what I am looking for.I do not want to enable it because I need to dynamically set the Email subject and text with the Salesforce Apex Toolkit. If I enable this option, I cannot set the subject and text programmtically. I want to set the default language to German (Currently in English).  How do I achieve this? 

Bonjour,Je souhaite envoyer un document dans lequel mon destinataire serait amené à  remplir une partie du document manuellement (IBAN) et joindre un justificatif bancaire.Comment puis-je procéder ?Merci de votre aide.

Hello — I’m working with a DocuSign Maestro template where I’d like a signer to enter a “whole dollar” value (e.g., 100) and have it automatically display or format as currency (e.g., $100.00).In the template designer, using a Currency / Number field works perfectly when setup so the signer enters the value manually on the contract. However, when that same field is prefilled via a Web Form and Maestro Workflow, the formatting (dollar sign, decimal places) doesn’t carry through — it just outputs the raw number.I’m trying to determine if there’s a way to apply or trigger that formatting on prefilled values.The only workaround I’ve found so far is hard-coding the “$” before the field and “.00” after it, leaving space for the user to type the number — but that feels like a fragile solution.Has anyone found a cleaner approach? Can a Web Form / Maestro prefill override or trigger the formatting rules of a currency field? Could a formula or script on the prefill side enforce proper formatti

How if at all possible can I retrieve documents from earlier this year and to print

Hey everyone! 👋 Niani here—I’m a programmer writer at Docusign and former full-stack engineer.In September, I hosted an async AMA focused on automating agreement workflows with Docusign APIs.You all asked some great questions, ranging from authentication and webhook tracking to workflow versioning and resiliency patterns. I’ve pulled together a recap of the top questions here so you can reference them anytime as you build with Maestro. How does authentication work with Maestro? Can it be linked with SSO, and can data be passed from an identity system?Answer: Maestro uses OAuth 2.0 for authentication. At the account level, Docusign supports SSO for user login, but Maestro doesn’t automatically pass identity data from your IDM or authentication provider into workflows.If you need to use attributes from your IDM (like email, employee ID, or group), you can capture those after login and pass them into Maestro as workflow input variables. Maestro can also accept data from systems such as C

I am creating a webform from a template to capture customer information. When generating the webform from the template it auto adds the signer role fields. This field is capturing the signer's/customer's name. This field name also flows through to the finished signed agreement. Its listed as By: on the completed agreements page. But to help everyone in our company, I need the By: to be the company name. Is there any way to do this? Thank you

I am getting below error while updating the brand details  Brands could not be created. Unable to upload brand 056e7864-72be-4c7e-aa84-597043e66251.xml, error: This Account lacks sufficient permissions. The account plan item 'AllowResourceFileBranding' is set to false for this account for post brands

Hi,I’ve tried to get docusign support several times. Even though I’m logged in on window one, the support page opens in a new window and I’m not logged in there and it won’t let me log in. I wanted to cancel my account today but they charged me before I could get to it. Have I any hope of a refund? I can’t even contact anyone to ask. It’s really a horrible site for support and I would use something different the next time I need something signed.

Hello, I have a quick question. I want to get rid of the frame around the signature. I have changed my settings. I have cleared the cache. I have done everything. When I go sign the document, the frame continues to appear. I do not want the frame. How do I fix this? I have tried to sign it on the mobile app, but it continues to crash, and I cannot.  Thank you for any help in advance. 

Hi DocuSign Community! I am looking to add an additional condition to my Suppress Table Row logic and can’t figure out the appropriate syntax. I am using DocGen for generating Templates within Salesforce CPQ.Usecase: Salesforce CPQ, DocuSign DocGen for SOW Templates.Looking to suppress Quote Lines where Downstream Product Type is not equal to ‘Services One-Time’ AND Parent Bundle is not null. (IOW: I want to show only Quote Lines where Downstream Product Type is ‘Services One-Time’ and Parent Bundle is blank. Only Top Level Bundle or Standalone SKUs should appear in the repeating table)Current Syntax - <# <TableRow Select="/SBQQ__Quote__c//SBQQ__LineItems__r" /> #><#<SuppressTableRow Select="./NS_Downstream_Product_Type__c" NotMatch="Services One-Time"/>#><# <Content Select="./SBQQ__ProductName__c" /> #> How do I add another condition to support my use case?

I’m using the Signature API example.  When the user opens the email, rather than being able to sign, the document is getting opened for editing instead of for signing. string envelopeTest = CreateEnvelopeFromTemplate.SendEnvelopeFromTemplate("scottftrick@gmail.com", "Scott Trick","strick@michels.us","Scott Trick", accessToken.access_token, acct.BaseUri + "/restapi", acct.AccountId, "9d0acb57-30c5-414f-a4fe-1d72e8bfca66");         public static string SendEnvelopeFromTemplate(string signerEmail, string signerName, string ccEmail, string ccName, string accessToken, string basePath, string accountId, string templateId)        {            //ds-snippet-start:eSign9Step3            var docuSignClient = new DocuSignClient(basePath);            docuSignClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " + accessToken);                       EnvelopesApi envelopesApi = new EnvelopesApi(docuSignClient);            EnvelopeDefinition envelope = MakeEnvelope(signerEmail, signerName,

we have a template we want to use for a bulk mailmerge. the cSV mailmerge template requires a ‘role’ at the start of each column. How do i assign to a role that doesnt require a signature?

i was sent a doc to sign  ,I signned it now the link expired  is there any way to pull that doc back up  again please anyone that can help me get my doc pulled up  HELP HELP!!!!!!

We use to get the completed document attached to the completed email. In the last few weeks, DocuSign stopped sending the PDF document. What happened? How can this be fixed?

I need to implement e-signature functionality on my client’s website. We are generating a PDF, and I already have the signature image of the authorized person. I would like to apply this e-signature to the PDF document, but I do not want to perform verification every time. Could you please suggest which APIs or Steps would be suitable for this requirement?

I’ve used Docusign in my RE business for many years and yesterday as I was working with documents forclosing 9/30, suddenly, none of my documents are accessible. This is a major issue. Need urgent help. Don’tlike not having a phone number or chat option to help with this.Thanks! 

We have been experiencing the DocuSign links we send to our customers expiring before they are set to. We have them set to expire 120 days after sending and remind every 7 days. However, for the past 2 weeks we have had customers call us only 4 days in to tell us their link has expired. We can “resend” it and it will successfully open it with saved information. But, this is becoming a bit of an issue.   Thoughts?  Please keep in mind we have been using DocuSign for over 4 years with no issues like this. We have not changed any settings.