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We are using the embedded signing, so the users do not have to leave our app which means we are using the APIs to facilitate this. We are trying to automate the process of onboarding/auto-provisioning users into DocuSign so they don’t have to go to the DocuSign site first.  We have Auto-Provisioning turned on and it works when a user logs into the portal. My question is, should the auto-provisioning work through the API’s where if we search for a user's email, it will automatically add them if they exist within our domain. Or do we need to have a process that checks if a user exists in DocuSign and add the user if they do not.

Hi all, I have a question that probably has been asked before 😬 but I haven't been able to figure out yet. We currently use AdobeSign for signing documents and that tool offers the use of so called tags in our documents. So in our documents (various layouts) we added tags that are automatically recognized by Adobe where to put the signature fields. This is an example: {{SigB_es_:signer1:signatureblock}}.We will move to DocuSign and need to amend all our documents, but I haven't been able to figure out how this works in DocuSign. Can someone guide me in the right direction how to set this up? I've read multiple articles on the Support pages but I haven't managed to get it working. Thanks in advance for the help.

I have two users showing these symptoms.  Anyone else having this issue?User is able to login successfully but - they immediately get a red bar saying - Authentication error - Click here to login again. Clicking just goes back to login page, they login again successfully to the same error. Repeated logins do the same thing. If they try to send while loggged in they get Unable to access envelope. I have cleared cache and tried using another browser (Chrome vs Edge) . In Chrome which i have comletely cleared all cache.. they do get prompted to email a code (so its seeing fresh login ) but once they login they immediately get same error. If they login on another computer OR i login for them on their regular computer then they enter their Docusign credentials they do NOT get the error. Seems to be somethign in their profile but what? Anyone else seeing a similiar issue or have solved it? Have case open with Docusign and we have tried some of the standard troubleshooting steps. Thank you !

Hello All-I am a DS Admin, my company has over 100 completed agreements, which when we started with DocuSign I only needed access to view 12 of the pages however now I need to get access to view all (54) of the pages for past and future agreements. How can I go about being able to do this?   

Hi,I have been assigned to completing a DocuSign audit.  Has anyone completed an audit of DocuSign documents?  What do you look for?  What reports do you review?  Do you have an audit checklist? Thanks 

DocuSign ID verification is used to sign a annual report.Now the government would like to have transaction id on every printed paper. Is it possible to create this for already signed document and if yes, how do I create this?This was automatically appeared before. Thanks for your support.

I am using CFR Part11 signature template and it looks too wide vertically, so i wanted to edit the name, reason and time smaller but it seems that only designed templates (and there are only two) are available. Is there any chance to edit manually?

Hi, How Do i Share My DocuSign Dashboard With A Colleague?

Import in index.html<script src='https://js-d.docusign.com/bundle.js'></script> In signing page component:import { Component, OnInit, input, AfterViewInit } from '@angular/core';import { Input } from '@angular/core';import { ActivatedRoute } from '@angular/router';declare const DocuSign: any;@Component({ selector: 'app-focused-view-signing', imports: [], templateUrl: './focused-view-signing.component.html', styleUrls: ['./focused-view-signing.component.css']})export class FocusedViewSigningComponent implements AfterViewInit { integrationKey: string = 'xxxx'; // Replace with your integration key constructor(private route: ActivatedRoute,) { } ngAfterViewInit() { const url = this.route.snapshot.paramMap.get('url'); console.log('Input URL:', url); DocuSign.loadDocuSign(this.integrationKey) .then((docusign: any) => { const signing = docusign.signing({ url, displayFormat: 'focused', style: { branding: {

Hello,I am hosting multiple apps that require signing, so I created a dedicated app that uses the DocuSign JS library to provide a focused view signing interface. This app is designed to be accessed via an iframe by my other apps. But it keeps giving this error: Refused to frame 'https://apps-d.docusign.com/' because an ancestor violates the following Content Security Policy directive: "frame-ancestors https://localhost:4209"The signing app is hosted at https://localhost:4209, while the other apps are hosted on ports 4201 and 4206. The signing app works perfectly when accessed directly from the browser at https://localhost:4209, but it fails to load when embedded in an iframe within the apps hosted on ports 4201 and 4206.I have added all the required domains in the request. Here’s the C# code of the request for generating the urlvar recipientViewRequest = new RecipientViewRequest { ReturnUrl = request.ReturnUrl, ClientUserId = "1234",

We need a list of envelopes where the recipient has used Print and Sign feature.  We place a documentType name value pair in documentFields array, but there is no programmatic way to know which envelopes have uploaded documents via the Connect callback interface JSON.There are a lot of other use cases for search. 

Hi! I just published a new YouTube video on how to streamline Docusign Web Forms by pre-filling them and tracking their status.You’ll learn:How to pre-fill Web Forms using URLs and APIs. Limitations of URL prefill methods and how to overcome them. Using automation tools for secure and trackable workflows. How to integrate databases for seamless Web Form pre-fill and status tracking.Watch the video to simplify your Docusign 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

I am using e-signature api  for allowing signing the document for different users, now if the users signs the document , all the mails of completion of signature , is coming to the email of account holder’s email.For example i have developer account with email  xyz@gmail.com, now I use its api key and other things in my app to accelerate the document signature process,on completion of envelope signature, i receive mail on  xyz@gmail.com , I want to redirect that mail.Is any solution available to achieve that?

Hi, I’m wondering that can I modify the “Message from {xxx}” using API or website?I knew that there is email-subject and email-content can be modified in template setting, but I want to show business partners’ name on the “agree-to-use-eSignature” page

Hello,I’m encountering an issue when transitioning the DocuSign integration to my client’s production account. Instead of displaying the expected OAuth consent pop-up, I receive an error stating that the page cannot be found. Below are the details of the error:Error: "This page account.docusign.com cannot be found..."Associated URL: https://account.docusign.com/oauth/auth?client_id=9f87e104-a483-405b-ab66-d0bcad57bf62&scope=signature%20admin_consent%20manage_app_keys%20connect_hmac_api%20user_read%20account_read%20user_write%20cors_manage%20manage_system_signing_groups%20account_write%20admin_communication_read%20admin_communication_write%20organization_write%20organization_read%20account_product_read%20group_management_read%20group_management_write%20me_profile%20search_read%20search_write%20organization_data_feed_config_read%20organization_data_feed_config_write%20organization_monitor_config_read%20organization_monitor_config_write%20organization_monitor_events_read%20notary_read

I’m testing the API call to add an envelope to be purged.  I have a completed envelope ID from one of our Dev environment.  I’ve been able to successfully change the purgeState from “documents_and_metadata_and_redact_queued” to “documents_dequeued” using the API Explorer from developers.docusign.com  When I try the same API call from Postman, I’m getting the following error:     "errorCode": "DOCUMENT_PURGE_FAILED",    "message": "Error adding documents to the purge queue. Only the sender may remove the envelope documents"I can make other successful calls using Postman.  I’m the same user; that sent the envelope.Any idea what the issue is in Postman?

Hello DocuSign Support Team,We are using the DocuSign Webforms API and need assistance with the following steps after a user completes and signs the webform:Once the form is signed, we want the signed PDF document to be automatically sent back to our system. The signed PDF should then be attached to a specific case in our system for record-keeping and further processing.Could you please provide guidance on how to configure this process using the Webforms API, specifically on how to retrieve the signed PDF and attach it to a case?

Are there any best practices/advice for moving templates from demo to production environment?

Hello everyone!  Is there a way that we can force recipients to have to check the box agreeing to the electronic disclosure every time they receive an envelope.  I am thinking it is the 3rd option below (first time viewing each time the recipient appears in the signing order) but when I read the description in the documentation the wording to me wasn’t clear if this will accomplish what we are wanting.  

please update the link of DocuSign data residency:https://www.docusign.com/trust/privacy/data-mgmt-privacy FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.📊 DocuSign Community Leaderboard Top 5 contributor.🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

I’m presenting an eForm using the Docusign Full Page Fill Form step.  But I’d like one the fields to be filled in with dynamic information (Ie. Workflow variable) from the workflow before presented to the user to complete.  Does anyone know what step or process I can use to accomplish this?  The Full Page Fill Form provides the ability to choose an eForm but I don’t know how to get the workflow variable data into one of the eForm fields.  Thanks.

Hi, all! I’m recently encountering an issue where the access code prompt isn’t appearing for signers that I add during the “CreateSenderView” step of my workflow. Workflow: Person A creates an envelope through an external DocuSign integration and adds Signer A as a recipient of said envelope. Person A proceeds to the sender’s view on the DocuSign site. (This is done using envelopesAPI()->createSenderView()) Person A adds a new signer, Signer B. Signer B is assigned an access code. Person A returns to the external DocuSign integration and creates a recipient view for Signer A to sign. (This is done using envelopesAPI()->createRecipientView()). Signer A is prompted to enter their access code, enters, and completes signing.  Person A creates another recipient view for Signer B once Signer A has finished.  Signer B is not prompted for an access code and doesn’t see the fields added for them to sign.Note: Person A is authenticated in this integration using OAuth and has a different em

We are running into advanced use cases in which formulas values allow us to use conditional fields very efficiently. The use of formula fields is introducing impediments.  For every template that has formula fields, the “Recipients can edit documents” option is locked and cannot be changed. If a template does not have formula fields, “Recipients can edit documents” option is not locked and can be changed We are now experiencing an issue in which when we have formula fields and “Recipients can edit documents” enabled, we get the error “Unable to create the envelope.”  We need the “Recipients can edit documents” enabled to allow for envelope markup.  We have also found that formulas in templates and subsequently envelopes do not allow us to correct envelopes.  As our use cases become more advanced and formulas allow us to do some things more efficiently, we are finding DocuSign limitations with formulas in templates are making us look to alternatives. 

I’m wondering if anyone has successfully solved for the follow sequence via a signing order. This is for job offer letters.Recruiter set as viewer sends to recruiter  recruiter views  may ask for edits for sender (coordinator) Candidate set as signer should not send to candidate until coordinator makes any edits requested by recruiter.  would be ok to send automatically if no edits requested, but this is a nice to have.  Currently, our recruiting coordinators are doing this as a two step process. They send the doc to the recruiter set as a viewer. The recruiter replies all good or needs edits. Coordinator makes any requested edits then sends to the candidate set as the signer.  Thanks in advance for the help. 

Hi,I have a usecase where contracts are created using a salesforce workflow through a user and I am trying to purge those contracts via APIs. While purging documents I am getting an error that only the sender can add documents to purge queue.I am purging documents via APIs and docusign does not allow to add API user to act on behalf to docusign Users. Is there a workaround for this which would enable be to purge documents created by other users?