Help Forums

I have my Document Visibility settings enabled, but I want to be able to choose which documents would be visible within the template itself - I don’t want my sales team to have to select it every time they create an envelope. Is that possible? When I look at the settings in my template, the checkboxes for each document visibility are greyed out.

I have sent about 30 employee handbooks to be read and electronically signed by each employee. A few have come back that I have been able to open, download and save to our organizational files. No problem. However, I received one, and when I clicked to open, it sent me to a Docusign screen that said → Access Denied. User lacks sufficient permissions. For assistance, please visit our Support Center.  How do I access the document? Why was I able to access the others and not this one? 

A question regarding the DocuSign Mobile app.If a user decides to upgrade their smartphone to a new model - as part of that move to the new device is there any specific administrative actions that need to be performed before they can start using Docusign Mobile on the new device ?   In other words, do they simply need to install the Docusign app and log into it ?  Does anything need to happen with the old device apart from uninstalling the app ?

My Documents keep purging out of my account. I have never enabled this. Why is there no customer support to call?

I successfully did two Bulk Sends within the past two months. Now, when I try, I get some error message about how the legacy version is retired and something about using v2. It includes a link to a Transition to Bulk Send v2 page regarding bulk sending that is unnecessarily long. It begins with; “Docusign is encouraging all customers using the original bulk send feature (v1) to begin their transition to the enhanced bulk send for multiple recipients (v2). Bulk send v2 offers many great improvements and the end of life was February 28, 2022. This article provides more information about the transition to help guide you through the process.” As I read this, v2 ended Feb 28, 2022!? Also, what is the point of all of this. When I press Bulk Send, just simply go into the Bulk Send. Why do I have to stop what I’m doing to read through all of this seemingly nonsense, set up Demo accounts, etc.? Why wouldn’t it just walk me through it? 

I'm working with a template and I want to add an attachment to it, but this error is returned. Here's the code:  let document1;   try {    let response = await fetch(anexoFuncionario);     if (!response.ok) throw new Error('Erro ao baixar o arquivo');    let contentType = response.headers.get('content-type');    let fileExtension = 'pdf';     if (contentType.includes('image/png')) fileExtension = 'png';    else if (contentType.includes('image/jpeg')) fileExtension = 'jpg';     let arrayBuffer = await response.arrayBuffer();    let base64FileContent = Buffer

Hi,Is there any documentation available on how to use the Salesforce ETL step?I’m interested in querying a Salesforce field value at a certain point further downstream in my workflow and not at the start of the workflow (or as part of a Doc Gen form). Thanks!

Hello Everyone!Does someone knows how to use the expression builder of Salesforce ETL Step in the CLM workflow? I am having a slight issue with using the expression builder in the document generation form field. The problem is the DocGen forms that we’ll use is dynamic that’s why we’ve tried to make use of the expression builder but it is having an error on that process. The variable that we are declaring in the expression builder is a String Variable. Can someone help me how to use the expression builder on this step properly?I will attach here an image about the step and my code on how I declared the DocGen form using C#.    

Hey all,Currently I stuck getting data from Salesforce in order to use it in a workflow. So far I can tried to use the Salesforce ETL workflow step for it. However, it constantly fails.In order to get the data from the Salesforce object (Opportunity), I tried e.g. the following setup:Salesforce Object Type: OpportunitySalesforce Object id: I used the Opportunity id (18-digits) referring to one specific record (hardcoded)Additionally, I created Configuration Variable with the following input in order to get the name and stage of the Opportunity:<?xml version="1.0" encoding="UTF-8"?><Opportunity>  <Name></Name> <StageName></StageName></Opportunity>Resulting into the following translation: 

When I move an Envelope from the Inbox to a Folder that I created, the Envelope stays in the Inbox. The Envelope does show up in the folder, but why is it still in the Inbox?

Hello,I’m working on the DocuSign Salesforce integration. My question is: how can I do copy with field data in salesforce? 

I have a web app in PHP and JS for front. I am connecting to Dcusign through the JWT and exchanging it for an access token, but i keep getting this error "Decoding JWT did not workUnexpectedValueException: "kid" invalid, unable to lookup correct key in /html/htdocs/mrt_dgheorghe/vendor/firebase/php-jwt/src/JWT.php:477"The code for JWT looks like this: $payload = [ 'iss' => $clientId, 'sub' => $apiUserId, 'aud' => 'account-d.docusign.com', 'scope' => 'signature impersonation', 'iat' => $now, 'exp' => $now + 3600 // 1 hour expiration ]; $privateKey = file_get_contents($privateKeyFilePath); $jwt = JWT::encode($payload, $privateKey, 'RS256', $keypairID); //kid $publicKey=file_get_contents('publicKey.key'); try{ $decodedJWT=JWT::decode($jwt,$publicKey); print_r($decodedJWT); echo "This is

When fetching envelope details based on filters using ListStatusChanges, the request contains customField as the account number and folderIds as sentitems, with include = "custom_fields" (to retrieve other custom field values).Before executing this request, we call the token API, but the token creation sometimes returns a non-successful HTTP code, though not all the time.What could be the issue? We are implementing it as mentioned below.var _apiClient = new ApiClient(_baseurl);token = _apiClient.RequestJWTUserToken(_integratorKey, _userID, _baseurl, Encoding.UTF8.GetBytes(PrivateKey), 1, Scopes);TokenGeneratedAt = DateTime.Now;

Hello, We were getting ready to “Go-Live” with our first DocuSign integration but when we went to start the process, it is showing that we don’t have 20 consecutive Api calls. Upon closer review, it looks like the “GetUsers” endpoint (list | REST API | Docusign) is registering as Failed when it cannot find a user. This doesn’t make sense because it is still a successful call is it not? We are using this to check and see if the user exists before creating the signature request. If they do not exist then we call the user Add API.  Any insights into this? Is there a better approach that I am missing? Or do we just need to get past this initial fail and run multiple more

Things I have tried so far -Define the connect configuration at the Docusign Admin to list all the events to trigger the webhook. - This approach works but it expects the callback url to be static. But I would require the callback url to be generated specific for the server environment.(dev.test.com/callback-url, stage.test.com/callback-url etc. ) Hence this is not an option for me. Tried to set the envelopeEvents and RecipientEvents in the envelope definition. like below but its not triggering the events on complete/decline of signing.  const envelopeDefinition = new docusign.EnvelopeDefinition(); envelopeDefinition.emailSubject = this.template.emailSubject; envelopeDefinition.documents = this.template.documents; envelopeDefinition.recipients = new docusign.Recipients(); envelopeDefinition.recipients.signers = [signer];

I sent an envelope to 3 users to sign, but accidentally typed one email incorrectly and it bounced back as a “Delivery Failure.” The first user signed, but I need to correct the second users email address. When I am on my homepage, I can see the envelope under Agreement Activity section, but when I click “Correct” to the right of the envelope, it brings me to the inbox page and I receive the message “Unable to Access the Envelope.” From the “Sent” folder, I can see the envelope, but there is no option to correct. Any ideas on how to correct this?

Hello,I am trying to upload few templates, but I am getting an error of the templates size which should not be more than 25 MB.How can I upload templates of sizes more than 25 MB?  

How to set up a team lead in DocuSign Rooms so they have access to their team members rooms? What needs to be included in a team lead role & permission & how do you link the team members to that role? Step-by-step instructions would be helpful.

Our users do not appear to have the option to create dashboards. Is this a feature available and if so how do we get them set up so that they can?  Currently they just see the standard contracts dashboard but need widgets added to it, BUT all users do not need to see those widgets.

This is the second time in 3 days that my work has been destroyed part way through constructing the document envelope.  There has to be some improvement to allow work to be progressively saved.  The first failure occurred because I walked away from my computer for a couple of hours and the software logged me out… okay, I won’t do that again. But this time, I was midstream in preparing fields for signing, initializing and text boxes when the program crashed.  What a colossal waste of precious time. I am posting this because when I searched on line for a way to save my work, I came to this forum that states the work cannot be saved.  Terrible.

"Could you please review this log file and identify the specific error I made?I followed all the required steps in the DocuSign Developer documentation and successfully completed the first 20 API calls, yet my go-live request was still rejected."

Hi All,I wanted to understand the concept of App password.So normally we create a new account for each sandbox and connect it with salesforce.Later in salesforce we create a named credential and give our username and instead of our password we put in the app password generated in docusign.Should we be using different app password for different sandbox or how does it work.i have 10 accounts in the same login username. so should i use 10 different app password ?

I am wanting to be able to share my previously used contacts that are saved with a colleague so that they my use them as well. Is this something I am able to do?

Can I please get some confirmation on the 21 CFR Part 11 module requirements for users RECEIVING a signature request, when the receiving user does not have the 21 CFR Part 11 module.Say I am a 21 CFR Part 11 module user, and I send a signature request to a user with a FREE DocuSign account (assume their org uses a different signature platform, so no DocuSign licenses). Is the signing users signature 21 CFR Part 11 compliant, and they are forced to provide a second method of authentication as part of this compliance? I would hope/expect that it does work this way, just looking for total confirmation as i’m struggling to find a concrete answer for certain...

I have a template with three roles and the order I want to keep is:Role 1: Needs to View Role 2: Needs to Sign Role 3: Needs to SignMy ideal workflow consists of the role 1 viewing the document and only after the approval, the envelope is sent to role 2 and 3 for signatures. However, I noticed that as soon as the role 1 opens the envelope, role 2 also receives the notification.How can I prevent role 2 from receiving the envelope notification while the role 1 is still reviewing it? Should I actually set role 1 as Needs to Sign and request the consent via an Approve button? Thanks!