Help Forums

Hey everyone,I’m working on Next.js application and I want to create contract there and also i want edit them on my website also want to know about there status so can you guys please tell me step by step guide how can I do this?

I’m making a template that goes back and forth between 2 parties.When party A makes a change to a data field, and the envelope goes back to party B. I want DocuSign to take party B to those changes and not directly to the signing required at the end of the document.  I’ve already set the fields to “required” but DocuSign still takes party B directly to the end of the document to sign, instead of directing them to review the changes. 

Hi DocuSign community!I’m currently working on a responsive web design project and using DocuSign to handle approval workflows for design assets and mockups. However, I’m facing some challenges in efficiently managing the approval process for assets that need to be reviewed across different screen sizes (mobile, tablet, desktop).I’m looking for advice on how to streamline the approval process for responsive designs in DocuSign, especially when it comes to ensuring feedback and approvals are organized by device view or asset version. Sites like sincere mechanic seem to handle these workflows smoothly, and I’d love to hear how others are using DocuSign for managing approval tasks in a design project.Any tips or suggestions would be greatly appreciated!

Hi everyone,I am using templates with fields that the first recipient needs to fill. These fields are for instance purchase order numbers, part numbers,...It is a kind of certificate of compliance for our customers. There is a lot of informations in that document and sometimes mistakes happen.The first recipient fills the document. The next recipient  reads it and is supposed to sign if it’s correct.If the second recipient detects a mistake, he voids the document. That’s how the process seems to be in docusign. The issue is that if the document is voided then everything that has been filled by the first recipient is lost. I am looking for a solution that allows the first recipient to get back his document as he filled it and to correct it. Any idea?

Hello,I am trying to generate a flow in Power Automate that is triggered off when a Docusign envelope changes, however, am running into the following error code: The request failed. Response content: '{"errorCode":"USER_NOT_ACCOUNT_ADMIN","message":" User is not an account administrator."}'.After researching this, it’s my understanding that a DocuSign administrator must enable Docusign Connect before a non-administrator can use the Docusign for Power Automate connector to run a flow when an envelope status changes. I have met with the Docusign administrator for my account and we have tried to follow the instructions linked below but do not have a button for “Enable Connect” in the top righthand corner. We do have the ability to click on the “Add Configuration” button, however, upon trying to add a configuration we receive receive another error message stating that Docusign “needs permission to access resource in your organization that only an admin can grant” (s

I am unable to recieve documents directly to my docusign. Typically when someone sends me something to sign or view, I can usually find it in the Action Required tab. However, lately it has not shown up there. I get the notification in email that I have a document, but its not listed where it normally is. The only way to access documents that have been sent to me is through email. How can I fix this?

But everytime, when I type : https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature&client_id={my_real_client_id}&redirect_uri=https://localhost:8080/callbackDocusign ask the developer account to sign in, otherwise I cannot get the auth code, so I cannot get the access token by the auth code. So it is not a one time thing, everytime, If I want to call some eSign API, I need to login the developer account everytime, why? 

i have tried numerous format such as (xxx) xxxx-xxxxxxx-xxxx-xxxxxxxxxxxxxxxxxx xxxx-xxxxxxx xxxx xxxx then checking the validity of my phone number (in which it is valid) , using another phone number, another device, different wifi, creating brand new email account, all to no avail. please help to solve this as soon as possible. thank you

Quick one,  I am working on Docusign in our test environment and completed the build. I have this button that was initially created through “Application Forms” Template and was working fine. I created another template “Application Forms V2” and replaced the templated ID in the old button and chose not to create a new button. Why do I get this prompt ?That wipes out the fields from the actual template if I chose to click CANCEL on the above prompt.This is prompting me to use the “Application Forms” which is the older version.

Hi Team,Whether it is possible to change the payload format of our webhook from XML to JSON. Our account is an enterprise demo account, and we are currently unable to locate the configuration option within our webhook settings to make this change.Could you please confirm if this feature is available for enterprise accounts and provide guidance on how to update the payload format if it is?Regards,Adarsh

Is it possible to see the last login date/time for users in an organisation?

I am attempting to delete/close an account user using the Python SDK. The access token was obtained using the Oauth Authorization Code Grant Flow. I have the user_read and user_write scopes as well. The schemas were imported from the docusign_admin.models and used to craft the response bodyI am declaring my api client and making the request in the following manner. api_client = ApiClient(host="https://api-d.docusign.net/management")api_client.set_default_header( header_name="Authorization", header_value=f"Bearer {access_token}")users_api = UsersApi(api_client=api_client)request_body = DeleteUserIdentityRequest( identities=[ UserIdentityRequest( id=account_id ) ])response = users_api.delete_identities( organization_id, user_id, request_body)I am getting the following response. The reference id has been redactedHTTP response body: b'{"error":"internal_se

Good morning.   As Administrators of our DocuSign account we create templates for users to send for signatures.   Since yesterday we are encountering the below error on all our DEMO templateswhen clicking on USE.  Can anyone help with this? 

Why am I suddenly getting an ‘exceeds signature limits’ on an envelop that only requires 7 signatures? 

There are situations where we are asked to send the DocuSign envelope to an admin who will reassign it to the correct signatory. When doing this, the “Name” Field will add the original recipient's name and, when reassign, the correct signatory’s name will overlap with the original recipient. How do we prevent the name being added prior to signature? 

Do you want to connect ServiceNow workflows with Docusign eSignature? If so, now is the time!We are happy to announce the released a major update to the Docusign eSignature Spoke and release v4.0 on ServiceNow store. Notable mentionsAdded action to generate embedded sending views Added triggers for Docusign events that will show up in the “triggers” section of the flows to allow for no-code experience for bidirectional integration. Please note that triggers are a newer way for incoming integration over the previous scripted REST API based integrations.

Hello, I'm working in a automation to get all envelopes in progress from Docusign and send them via Microsoft Teams. But I have an issue when I try to list envelopes, when I use the action “Copilot: List Envelopes” the action only return my envelopes

Has anyone automated exporting reports in CLM? It looks like something you can do in e-sign, but I haven’t figured out how to do it in CLM.

I'm trying to download copies of signed documents combined into one file with the signature summary page. However, when I tick the 'combine all PDFs into one file' box, the certificate of completion is automatically unselected. How can I work around this?

Hi! I just published a new YouTube video breaking down the key differences between Docusign Web Forms and PowerForms so you can choose the best option for your workflow.You’ll learn:When to use Web Forms vs Powerforms depending on your use case. A demo of how the same document looks and feels in Web Forms vs Powerforms. Key limitations and advantages of each form type.Find out which solution fits your needs best! You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?

I have created a template for an activity report.  Each individual employee needs to complete and sign their form; it’s then reviewed by their supervisor and signed; then reviewed by their manager and signed.  The standard template works great and the .csv bulk send is successful.But here is the issue: some employees cross multiple projects and have multiple supervisors, meaning: the employee completes and signs their form; then it’s reviewed by two separate supervisors and signed; then reviewed by their manager and signed.If I attempt to bulk send to everyone with enough optional signatures to accommodate the multi-supervisor exceptions, I cannot bulk send.  Every employee would need an email for the second supervisor, even if they don’t have one.Any suggestions to accommodate a sometimes-used signature field?

I have a Minor Consent Form that only ages 14-17 can use. Is there a way to use a date field of their birth date to limit entries between that (rolling) 4-year period? Eg. someone too young, say 13 or younger, or, someone too old, 18 or older cannot continue. If I cannot solely use the date field of their birthday via formula to accomplish this, is there a way that I can list 2 date fields that automatically update between that 4-year window and say something like, “Your birthday must fall between Date and Date to use this Consent Form” and tie the birthdate field in via formula so if the birthdate field is outside of that range, it will flag/not let them complete the field and stop the Envelope process. I do have Formula access to my account but am unsure of the best way to accomplish this. If someone has a different Idea to accomplish this or a variant of the process, I am all ears. Thanks so much in advance for any assistance.

I have quite a few agreements where an amendment will reduce the amount owed.  In the regular Agreement Value Attributes, I can enter a negative number quite easily by putting a “-” before the number that is being reduced.  In the Party Management section, though, in Document Details under Value, it will only let me enter a positive number, it seems.  How do I show that an amendment is reducing the value of the original agreement?

I have a number field currently that accepts all values. I want to add a validation/condition that would restrict the field to only accept positive values (values >= 0) How do I do this?

We want to Schedule Document Reminder for 100 days past current date. I created a Date variable called “ReminderDate” <%#Variable.ReminderDate%> in the workflow, and then used c# code that I found on the help site to calculate # days out past that date.  (For testing I used 1 as the number of days.)var current = DateTime.Today;var daysToAdd = 1;for (var i = 0; i < daysToAdd; i++){if(current.DayOfWeek != DayOfWeek.Friday){current = current.AddDays(1);} else{current = current.AddDays(3);}}return current; However, I am getting an error message:  Couldn't update '1/1/1900 12:00:00 AM': Not a variable, and not an xml variable.  Since this creates the date as 1/1/1900, the Schedule Document Reminder task spits out an error - “Reminder can't be scheduled in the past.”.  Can someone help out on this one?   I tried similarly to calculate an Expiration Date but got the same error, s