Help Forums

I am the administrator of a new paid eSignatureBusiness pro account with 1 seat and up to 50 users. I am using the seat. When I try to add users, there is no button to add users as described in the instructional video, only the option for bulk uploads by CSV, which I would prefer not to do. As I have a paid account, I attempted to request a callback about this, but have the message “Your Docusign plan does not support opening cases.” Can anyone help?

Hi, I am trying to figure out if there is a way to change the default time frame for completed documents on the home page to 12 months instead of 6, as seen in the attached screen clip.

Did you know that when sending an envelope, you can have that envelope reach a specified recipient based on input provided by a signer or a reviewer.A few weeks ago, we posted a tip on how to do just this, and now we’re doing a deeper dive during this live session on Friday, January 10.👉 You can register for the event here. What will the session cover? We’ll show you how to ensure that your envelope reaches it’s desired recipient How you can use different field types (drop-down, formula, etc.) to set this upDuring the 30 minute event, you’ll be guided through how to do this and get to ask questions to our experts.  What’s Next After the Session?Afterwards, attendees will receive: A follow-up email packed with additional resources. Personalized course recommendations from Docusign University to deepen your knowledge. An invitation to join the next session in our series If you can’t join live, don’t worry—a recording will be available in the Community’s On Demand section.

helloI’m new to Docusign and need to send a document for signing  by 3 people. I can add the 3 signatories, with their e mail addresses. If I select 1 for all 3 in the signing order I take it they will receive at the same time. Does this mean I will get one e mail back with the document signed by all 3 with the dates they signed it ?will it have 1 summary sheet? thanksSteve

I joined Docusign June 21, 2024 and went to send a document to 50 people to sign. It says the code ‘ The legacy version of bulk send is retired. Switch to the new enhanced version of bulk send’ I have never used any version and just recently joined so I am very confused where the new section is located considering I am new to this. 

A document I am signing  should have both my name and my husband's signature in one box. When chosing my signature, I erased my husband's name and hit save. Now only my name shows up. How can I change the signature to include both of our names? When I click on the sign tab, my name only pops up. There is no option to edit or change the signature. 

when using power automate to create a docusign envelope, the envelope gets created and saved to my drafts folder- if our account has sharing enabled, how do I change the status of envelope to shared from draft within the workflow?  I don’t want to automatically send the envelope out for signing without manual/human review.  I am still in the process of adding anchor tags to all my template docs, so the fields still need to be manually created for the recipients prior to sending.

I had a DocuSign account months ago and I logged in to retrieve invoices for tax purposes. Since the account is inactive, I cannot locate the invoices. I do not have the settings tab, nor do I have any tabs that say billing. 

Hi Docusign Team, We have configured a PDF form on the Review Documents step and we need to add some validation to the percentage box in that form that user should not enter more than 100% in it, is there anyway to add validations to the boxes in the form? Tried adding it on the PDF but when configured the PDF on Review docs, the validations are lost. Thanks

I work for a fence company and we are trying to simplify our procedure by using docusign for our contracts.  There are 4 main documents that we need with every contract and there are some cases that require a 5th or 6th document, if not more.  But even in the case of the 4 main documents scenario, 3 of the 4 pages for each project would be fairly unique to some degree.  What I am hoping is possible is that I can create a template for each document and set it up with text fields and drop boxes, etc. as needed.  I would then add what I need for a specific project to an envelope, send them to the salesman as the first recipient so that he/she can put in the appropriate information and check the appropriate boxes, etc. and then send them to the customer for signatures.  Is this possible?

Hi! I just published a new YouTube video on how to set up real-time data verification using Docusign Apps.You’ll learn:The difference between data validation and data verification. How to verify bank accounts, emails, addresses, and more. How to integrate third-party apps like Smarty for address checks or Twilio for email verification.This setup reduces errors, improves compliance, and speeds up document workflows! You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

Hello there, I have an issue in signature placement, as in local the signature is attached to the related field/tab as you can see in the images, but in staging env with same credential and configuration , it is not working finplease note that I already added custom document fieldsThank you for support! 

When adding recipients to an envelope the “Role” field no longer appears.  It was there yeaterday.  I notice the role still appears in the template screen. I checked recent release notes and didnt find anything about this change. Was the system changed to remove roles? or do I need to fix something to get the field back?

What does COMPLETED mean when it appears above a non-signing recipient’s name who has received a copy of a document?

Can we enable delegation for users at the admin level?Occasionally, users go on leave without setting up delegation and may not have access to their emails to manually Reassign envelopes one by one.Is there a feature or option that allows administrators to assign a delegate on behalf of users?

Hello, I am integrating the signing of documents with DocuSign in Power Automate, and I would like to know if there is a way to receive the signed document in a Power Automate flow after it has been signed, so I can store it in my SharePoint and send it to multiple email addresses. Thank you very much.

Hello, In Power automate I have a flow to sign through Docusign. In my template I have some tabs that the user have to fill in info. My question is, can I fetch these info (their values) and use them later? For example from the screenshot, can I get the ‘testText’ value?  

All i get in Adobe Pro is below and it tells me nothing. I could achieve the same by copy pasting some signature screenshots and adding a small text-box via docusign.   

We ❤️ hearing from our community! And we want this Developer Group to be a place for questions, collaboration, and insight from fellow community members and Docusign staff. Here’s the final step in the Docusign Discover Scavenger Hunt. Reply here with thoughts on the question above to finish the scavenger hunt and earn your shiny, new, exclusive Docusign Discover Scavenger Hunt Badge. 🏅Your badge will show up in your profile in the next week! 

We are currently working on integrating DocuSign with our MySQL database using the low-code ETL tool Integrate.io. During the integration process, we've encountered an issue related to the redirect URI.Our primary question is whether it is possible to integrate the DocuSign API without requiring the user-authorization step to generate an access token. Specifically, we want to confirm if the integration can be achieved using only the client secret and integration key, bypassing the need for individual user authentication.Additionally, we're wondering if there are any other authorization grants, other than JWT, that might be more suitable for this situation.

Hello, I am new and got the following message when trying to create an envelope:  Unable to create the envelope. The specified Integrator Key was not found or is disabled. Invalid account specified for user can you please help me?

I entered my (sender’s) phone number incorrect and DocuSign is unable to authenticate me so I can retrieve the signed, completed documents.  Need to retrieve ASAP for account opening.

Hello!I had a Docusign account at my broker for over 15 years and have lots of saved templates and files.  I recently opened my own account for our new brokerage.  I need help getting all of the old files and templates that I had in that account to the new brokerage account.My old email was: (redacted)New account: (redacted)Any ideas or ways to get all of that transferred over??Thank you for your help!Charlie

Hi,I have 35 documents with 45 signaturesOne document already signed need to be deleted.  The envelope is not all signed yet.Is there a way to go to the enveloppe and delete one document signed? Could an admin also to it? or the only option is to invalidate the enveloppe?Also, is there a way to not automatically gnerate an emal to the signatories to say the enveloppe as been signed? So the signatories has not the possibilit to download the document?ThanksAnd happy new year!Eric

The customer is using our integration with DocuSign and has access to both a regular DocuSign account and a CFR Part 11 account. However, they are consistently directed to the regular DocuSign account, regardless of their actions. Even when the user logs out and explicitly logs in with the Part 11 account or sets it as their default, they remain unable to access it and are continuously connected to the regular DocuSign account.is there a way via the APIs to provide the customer the option to select between the regular and Part 11 accounts when using the same email address?