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Hello, when the 3rd party completes the external review, we get an email with a message “Contract for has been Completed with Document”, question is, how do we include 3rd party’s name in this message. it should read as “Contract for xyz (3rd party name) has been Completed with Document.

We are currently implementing a DocuSign Esignature integration. Our application is multi-tenanted.  What is the best way to handle users who need to sign a document via an embedded URL without logging in. My understanding is that the user would need to log into DocuSign to generate the URL or have a embed url sent via API by a sender account. Is there a way to avoid this requirement?Some of our user will not have a DocuSign account and would not be willing to sign up. Is there another way to get the URL with minimum user interaction?Our ideal scenario would be that the user logs into our application, selects from a list of envelopes, and signs the document via a embed URL. The user should not have to login to docuSign. 

Hi! I just published a new YouTube video on how to create professional, polished signing blocks in Word for your contracts with Docusign.You’ll learn how to:Prevent signature blocks from breaking across pages using tables. Design signing blocks with placeholders for parties, signatures, names, titles, and dates. Customize and format signing blocks for a seamless, professional look.Check out the full tutorial for actionable tips and templates! You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign Partner

Even though I have an Business plan I can’t open any support cases. How do I solve this?

I have a web form that will be generated by our company (signed as ‘prepared’), sent to a customer to sign, and then should go back to the person who prepared the form. Is there a way to do that within the webform without having the preparer have to enter their information twice?

I am trying to do a bulk send but I keep getting this error on all of my entries.DocGen creation failed. DocGen creation failed.  One or more validation errors occurred.I used the template provided for the bulk send.Anyone have any insight in as to why this is happening?

Our documents have required fields to be filled out by the signer. For each document, we ensure the “Required” checkbox is checked for each field (assuming the signer cannot finish the document until those fields are completed), but only about 50% of signers complete them. Why is the software not requiring those fields to be completed? We “Add text” to each field to suggest what to include in those boxes. Could that text be appeasing the required step? We’ve searched support documents and we are completing the required fields as suggested, but still it doesn’t work.  

I’m using Salesforce/Conga Composer/Docusign integration and would like to see if there is a way to add a Text box so that the signer can add a response during the signing process. To my knowledge with the Salesforce/Conga Composer/Docusign integration it has to use tags and I’m not sure if there is one to have a text box.

How do I stop DocuSign from sending reminder emails for signatures?

Hello:Is there the ability for DocuSign - while restricting delivery to only the first signatory, then releasing to the secondary once signed - to notify the second signatory that an envelope has been created, and allow them to view, while restricting signature until the first party has signed? At present, we have it set up so that the second signatory does not receive notice, or the ability to view the documents, until after the first signatory has signed. I looked at a Conditional Routing conversation here, but am unsure if that will resolve this need.  Thank you for any ideas or contributions.  

 when i would login, i had two profiles to choose from: Charles Schwab and then one for my business. Now when i login, it automatically goes schwab docusign. I CAN'T access my business docusign because it DOESN'T present itself as option. I know its still active because i have linked up to Black Diamond docusign integration and i can see my templates i wanted to update.

Hello,Where can I find the Docusign PKI for Chrome/Firefox and .exe for Windows download links?I searched and found this link https://docusign.my.site.com/s/document-item?language=en_US&bundleId=yca1573855023892&topicId=ssc1607618442391.html&_LANG=enus but these are just the instructions, there is no link. Regards!

Docusign uses IDnow for identification. Is it possible to use another supplier, already eIDAS like LuxTrust, to validate identity and sign with DocuSign?

Is there a way to condense a file in docusign?

Hi DocuSign Support Team,I am reaching out regarding an issue with the API endpoint for creating contacts.When making the following POST request to create a contact:curl --location 'https://api.docusign.net/restapi/v2.1/accounts/{accountId}/contacts' \--header 'Content-Type: application/json' \--header 'Authorization: Bearer {access_token}' \--data '{  "contacts": [    {      "name": "John Doe",      "emails": [        "

I think this is related to new enhancement in DocuSign. can we hide this (see screenshot) in the UI? The default attributes are not useful to us.

Hi Team,I am working in an organization, and my manager has an enterprise docusign account (paid account, not a free account) at this URL: https://apps-d.docusign.com/. When I use his integration key to send an email through my application, the "Test Document" prefix does not appear. I am confused because I researched on Google and DocuSign sites, and they all indicate that https://apps-d.docusign.com/ is a sandbox account, so it should contain that prefix when sending an email.I created my own free developer account and tested it, and I did get that prefix. My question is: if I need to use the integration key from my manager's enterprise account, what steps should I follow? Do we need to follow the go-live procedure here as well? If yes, what steps should we take? Can someone explain these steps in detail?

Hello DocuSign Community,I'm facing an urgent issue with my DocuSign account. I am registered in France, but I am currently in Japan and unable to receive SMS for authentication. This is preventing me from signing important documents.My situation:My DocuSign account is registered with a French phone number. I am currently in Japan and cannot receive SMS on my French number. I have an urgent document that needs to be signed. I cannot change my phone number in the account settings due to the same authentication issue.Could anyone please advise on how I can quickly resolve this? Specifically:Is there a way to change my authentication method to email instead of SMS? Can DocuSign support temporarily disable SMS authentication for my account? Are there any alternative verification methods I can use while abroad?Any help or guidance would be greatly appreciated as this is time-sensitive. Thank yo

Hi there, Has anyone else got a problem with the footer ‘sticking’ and blocking the view as you scroll down when you’re in an Envelope? It’s only happened this week - all was fine before Xmas. It’s happening to me and a colleague. Any help appreciated. Thanks.  

I have a power form with 2 recipients. The link is sent to the first recipient, who fills out the form. After filling out the form, recipient can see the filled out form. The next recipient fills out the form as well( this recipient is pre-filled) and afterwards, gets an email about the completion of the document and a link to it. THe first recipient never receives an email about it being completed. Do I need to add another recipient that gets a copy of the completed document? I haven't made any changes to the notification settings. Should I define a 'sender' who fills out the first recipient? Thanks

When trying to create recipent view url from an envelope created from a template i recieve this error.How does one idenify the valid recipient? UNKNOWN_ENVELOPE_RECIPIENTThe recipient you have identified is not a valid recipient of the specified envelope.using PHP SDK $envelopeDefinition = new EnvelopeDefinition();$envelopeDefinition->setEmailSubject("Please Sign this Document");$envelopeDefinition->setTemplateId('f8c7bf7d-xxxx-1201e093fdc9');$envelopeDefinition->setStatus('created');$envelopeDefinition->setTemplateRoles([$signerTemplate]);$recipient_view_request = new RecipientViewRequest([ 'assertion_id'=> $assertion, 'authentication_method' => 'none', 'client_user_id' => $GLOBALS['JWT_CONFIG']['ds_impersonated_user_id'], 'return_url' => 'https://localhost', // Where to redirect after signing 'user_name' => $name, 'email' => $email,]);try { $envelopeSumma

When exporting documents from Lasepro to Docusign, Docusign gets the correct documents and the correct signing order. All that. But we’re experiencing an issue within the envelope once it’s in Docusign.  For this example, Laserpro has a Lender Editor as the first recipient. When the LE goes into the envelope they have select “Manage”. In there they can edit documents or recipients. However, they do not have an option to Send Later, only an option to “Correct” which sends the envelope even if it's not ready yet. Additionally, if the LE needs to go back in after and correct something, they do not have an option to “Correct” like they normally would. It’s sent out and that’s that. Docusign support has been helpful, but referred me to Laserpro/Finastra, who then referred me back to Docusign.Has anyone else had an issue like this or found a solution? Thanks! 

We have Google Drive we work off.  I have Docusign installed on google. We have a workspace for each location. I want to make my templates and use them from google docs so when they are signed they got right up back to the drive assigned to

I have a completed envelope made up of 8 files.I cannot download to save the 7th of the 8 files.  (Other 7 files are no problem.)Error on web brower is: “This site can’t be reached...(long web address)...might be temporarily down or it may have moved permanently to a new web address.ERR_HTTP2_PROTOCOL_ERROR.File 7 is large, 23,521KB, and was just under the DocuSign upload limit.Cannot forward this envelope to others, for others to attempt.Cannot print this file as PDF as the combined file is too large.  “{"errorCode":"COMBINED_DOCUMENT_SIZE_OVER_LIMIT","message":"An error occurred while downloading the document. Try downloading the documents in a .zip file Total size of all documents being downloaded exceeds the allowed limit: 100MB. Please try to single download each documents"Tried clearing cache.  Did not help.

In Docusign connect with Salesforce we use specific user which is system admin in salesforce , we want to switch it to Integration user with Integration license .  We created the Integration User in Salesforce with Integration license then went to Docusign->Admin-> Connect->Edit Salesforce Connect-> Reconfigure login-> Salesforce Environment: Test, Salesforce SOAP Web Services API Version: 39, Salesforce Login Method: We put Username , password & security token of Integration user and click on connect, we get an error popup "An error occurred while updating the connect configuration" So We want to ask can we use integration user instead of System admin user? If yes why we getting the error as aforementioned, any additional steps needed to be followed before making the change?