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I’m working on updating our Java SDK usage from 2.17 to 6.0.0 and API from v2.0 to v2.1. Given some signature changes I’m comparing with the API references to make sure I’m making the correct changes. We have a process to create templates, and we set a password to prevent accidental editing - in v2.0 it’s part of the envelope template definition (https://developers.docusign.com/docs/esign-rest-api/v2/reference/templates/templates/create/#schema__envelopetemplate_envelopetemplatedefinition). In v2.1 at some point I believe the fields in the template definition object were flattened to the envelopeTemplate object, including the `password` field (

Our DEMO and LIVE Azure SSO certificates have been updated as per planned maintenance. I have noticed that the ‘old’ certificates are still showing in both environments and are still in date.Taking the below screenshot as the example, will I need to manually remove the ‘old’ entry on the 22nd, will it cease to work, or will it disappear?   

If Bob is a delegate for Peter, when an envelope is routed to Peter, Bob signs and it is his own name. Is it possible to set up in a way that Bob signs but it is with Peter’s name and information?

Hi, Our client is asking for the following items and I can’t seem to find the information easily anywhere in DocuSign. Could someone direct me to the right area by providing a link or answer the questions below? Demonstrate compliance with federal ESIGN and UETA disclosure and consent laws: Provide a copy of the mandatory pre-consent disclosure language that will be given to the client via the vendor’s eSign platform. Provide a copy of the client’s affirmative consent, reasonably demonstrating the client’s ability to receive electronic records in the formats that will be used for delivering the required information (e.g., snap shots of vendor’s corresponding eSign steps). Provide examples of output Global Atlantic will receive (e.g., sample eSigned annuity application form) -  Confirm the eSign process utilizes a unique signature identifier or hash function. Provide a sample certificate of completion and audit tr

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How do I find out if I have email archive configuration, and if not how do I get it turned on.From my reading, I see its available for only some plans. The plan I have is IAM professionalThanks!

Hello community, is there an updated version of the DocuSign Signing Resource File Guide? The one I found is from 2022. Also, is there an spanish version? https://support.docusign.com/s/document-item?language=es&bundleId=docusign-signing-resource-file-guide&topicId=docusign-signing-resource-file-guide.pdf&_LANG=esxm thanks in advance!

How can I make email notification bodies smaller? They’re massive. Not only am I having to scroll up/down (which is to be expected as most emails do this) but I have t scroll side to side. This is happening to notifications I receive as well as the ones signers receive. 

We have a use case where an Expense record is Created and a File for the Invoice is entered into that Object’s Folder. When ready an Invoice Record is created that looks up to the Expense. I want to Display the Expenses Folder on the Invoices page and have not figured out a way. I don’t want to Copy the File and place it in the Inventory's Folder. The CLM files VF page doesn’t have customization to Use Invoices Expense record like some lightning page components. I haven't seen this question raised elsewhere. Any help is greatly appreciated. 

I am having difficulty figuring out how to Change the form used in my workflow.  I go to the Document Generation Configuration screen an see the below.  If I click on the link that says NDA / DNA MOU Configuration, it only shows options for the workflow and a template and few other settings, I don’t see the ability to change the Workflow to use a copy of the form such as below NDA MOU FORM_Copy. What am I missing? If I open up a form not attached, it will display This form is not being used by any configurations. Open Configurations to start using this form.,I open up configurations and am in the same spot again...     

When we send an envelope it is showing as a message from the 2 directors personally to the recipient rather than the companyMessage from …Does anyone know how to change this?  Thank you

Im integrating eSignature API using ASP .NET web api core and getting the below error after deploying it on our test site.  My test server supports TLS12 and I explicitly set it for http client handler in my api for DocusignClient.   Monitored the traffic using Wireshark and I could see my test server sends hello handshake, but I do not see the hello handshake from Docusign server, Any leads to resolve this issue greatly appreciated. Thank you Error Content: System.Net.Http.HttpRequestException: The SSL connection could not be established, see inner exception. ---> System.IO.IOException: Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host.. ---> System.Net.Sockets.SocketException (10054): An existing connection was forcibly closed by the remote host.   --- End of inner exception stack trace ---

REL:Hi,is there a way to assign Permission Profiles for a user via an AD / Azure Group membership ?eg:Everyone in the Company should be able to login to DocuSign as DS Viewer.(Can be defined in the Identity Provider settings)Some People need to be granted the right of DS Sender.I want to manage the Permissions via an AD / Azure Group NOT in DocuSign

I have a task in my account that is a scam, how do i delete it? It states PayPal needs to review my security data, but my PayPal account is just fine.

Hi, we are trying to configure “Docusign for intune” app in our environment.I found recent blog articles about the availability of this app:https://www.docusign.com/blog/secure-and-streamlined-agreement-management-with-the-docusign-for-microsoftManage Agreements On-The-Go With Docusign's New App for Microsoft Intune App | Communitybut I cannot make it work, as explained in a reply to the post above:when I try, upon opening the app I always get an error “App is not setup”. that means that there is no App Protection Policy applied to the app. While we do have

i cannot login to my account.  This is frustrating.  Please help me asap! what is the phone support number?

Does re-sending an envelope subtract from monthly envelope allowance?I have a limited number of envelopes per my subscription and need to keep track of this.

I have a user who was able to rotate a page of an uploaded PDF document until Jan. 13,  2025.  After that date, when she attempted to rotate the page she received the “Document cannot be edited” error message.  I have worked through the troubleshooting options I could find with this user and she is still having this issue.  Did something change recently that would now be causing this error?  Any ideas on how we can resolve this?

I have a flow to create envelope, add doc, add recipient, tag (as needed) and send. When I log into DocuSign, I have 2 accounts, a default and a group account for all the appropriate users. Since I need all users to trigger the flow, I changed the connections to all steps to reference the group account number. All step look good EXCEPT Create Envelope. This one gives me the following error: Failed to retrieve dynamic inputs. Error details: 'The dynamic operation request to API 'docusign' operation 'GetCustomFields' failed with status code 'BadRequest'. This may indicate invalid input parameters. Error response: {"errorCode":"USER_DOES_NOT_BELONG_TO_SPECIFIED_ACCOUNT","message":"The specified User is not a member of the specified Account."}' I’ve tried creating a new connection and it is still upset. Any help is appreciated. Thanks :)

Does anyone know if there is a way to remove showing signing location from DocuSign Agreement details if a signer has opted-in via their browser to share location information? I understand in those cases people with access to the agreement details can see on a map a physical house address.  Some staff are concerned about their privacy and there are conversations happening re: over-collection of personal information for the business need.  To clarify, I am aware how to turn location off with advanced branding/resource file and this is not what we want to do. I am specifically asking about the option to view signing location when in DocuSign | Agreement details. We are ok with IP location, not this additional information. Thank you! 

Hi community,I need some help with the Go-Live process. I’m trying to get my Integration-Key into production since round about a month. There is no problem with the automatich review (20 successful API calls, no polling). But there seems to be some sort of manual review when I try to promote the Integration-Key to a production account. The first two times I tried it took 10-14 days and in the end the review was declined. Today I created a new Integration-Key and tried again and it got declined within a few hours.I actually have no idea why the promotion is declined. I didn’t get a mail or any sort of information about the decline.While waiting for the promotion the first time I created a support ticket with our production account and I was told that there is no support on basic API plan.So what are my options? Currently we’re paying for an API plan that we cannot use.Best regards,Dominik

I had a client complete and sign a document through DocuSign that included some sensitive information (SSN, etc.). When he executed the DocuSign, he received a confirmation e-mail from DocuSign with the completed PDF attached to it.  He is now concerned that his information could have been compromised by the PDF being attached to the autogenerated confirmation e-mail that he says “wasn’t sent securely”.  Can someone please provide me with a response to the client to reassure him that the sensitive information contained in the attachment was somehow secure?Thanks.

Hello,We recently upgraded our DocuSign eSignature App (Version 7.13.1) and DocuSign Apps Launcher (Version 6.12). Once we upgraded DAL first, one of our users started experience issues. The user is able to send the document from the application object but none of the documents write back to the DocuSign Status object. However this functionality works for every other user in the org that sends out applications. This user has the same profile, permission sets as everyone else as well. We have had tickets with Salesforce and DocuSign and nobody knows why this one user doesn’t have their documents write back. I can also confirm the documents are being sent because he’s able to see them in the DocuSign website.If you have any ideas, I would love to hear them, pretty please! :)

We have created eSignature template in Salesforce. I was granted DS Admission Permission for creating templates After template creation is completed and tested, I should ideally be assigned the DS Sender role in DocuSign. However, after this change, I lose access to the DocuSign Apps Launcher entirely, despite having the correct DocuSign Salesforce permissions. Is DS Admin Permission required for sending envelopes?

Is there anyone out there to help with contacting docusign support? I'm unable to open the case by following the promise and need immediate assistance with my account. Who can help?You don't even have a chat option anymore....