Help Forums

We have a signer from China who needs to sign a document requiring identity verification with an official ID. However, it appears that neither the Chinese passport nor the Chinese ID card is supported by DocuSign.Could you please advise on the available options in this case?

Hello helpers !When I send a document to my customers for signature, when all parties have signed,  we all receive the PDF with separately the Document  signed and the Summary.Is there a way to always attached the Document and  Summary together (by default). Honestly it is a pain to always have to managed 2 documents . Why the Summary is not attached by default to the document ?In cas of dispute, the signed document , without the Summary , is not very strongthank you Jerome

Hi, i am currently in the developer phase, I was testing if multiple routing order can be done. Made a request with the following api{{baseUrl}}/{{apiVersion}}/accounts/{{accountId}}/envelopesand with body{  "documents": [    {      "documentBase64": {{document}},      "documentId": {{documentId}},      "fileExtension": "pdf",      "name": "document"    }  ],  "emailSubject": "Multiple Signing Example from api testing",  "recipients": {    "signers": [      {        "email": {{user1_email}},        "name": {{user1_name}},        "recipientId": "1",

I have several thousand agreements in my CLM.  There is a new Attribute I am being asked to track across them all that was not entered when we migrated them into the system.  I have the new values for all of the agreements in an excel file.  Is there any way to upload a change to enter values to Attributes across many contracts at the same time?  It is prohibitive to go into each contract and add this Attribute one at a time.  It would take far too long.

Hi everyone, My name is Valeriya, and I’m a product manager at fintech startup that helps people refinance their high-interest credit card debt into one lower-interest loan, with a single monthly payment and a clear debt-free date. We’ve successfully tested the DocuSign API and SDK in the sandbox environment to enable digital loan agreement signing between our company and our clients. Here’s how it works in our app:1. The loan agreement is generated on our side and sent to DocuSign via API.2. The client receives a link to the signing ceremony directly in the app.3. DocuSign opens in the in-app browser, allowing the client to sign the loan agreement easily on their mobile device. We’ve now purchased a commercial plan under and want to move to the production environment.I’ve already completed the ISV Embed Developer Account form for our app. How can we get someone to: 1. Review our ISV Embed for

We are encountering DocuSign issues while retrieving the status of packages in the development and test environments. ( Note - This issue is NOT happing in production environment ) The core issue is a `com.fasterxml.jackson.databind.exc.UnrecognizedPropertyException` within the `cwaDocusignApi.war` application. This exception arises when the application attempts to deserialize a JSON response from the DocuSign API, as the response contains a field named "isTicketRelatedEnvelope" that is not recognized by the application's `com.docusign.esign.model.Envelope` class. The root causes appear to be:1. **Outdated DocuSign SDK:** The `cwaDocusignApi` application uses an older version of the DocuSign eSignature SDK, which does not include the `isTicketRelatedEnvelope` property in its `Envelope` model.2. **API Changes:** DocuSign has updated its API to include this new field, and our application has not been updated to accommodate it. To isolate the i

I would like to view a document still that was voided and then deleted to see what information was entered in the form fields and potentially shared with another signer. I found an envelope ID for the document in the Document and Envelope Retention Policy, but I cannot locate the actual document itself. How can I view the document? Thank you!

I’m trying to set up an envelope with multiple signature/initial fields in a single document for one person. However, during signing, the system requires the signer to authenticate and log in again for each signature or initial, which is very frustrating. Is there a way to authenticate the signer once at the start of the document and allow them to complete all signature/initial fields before finishing, instead of repeatedly asking them to log in and authenticate each time?Who has the authority to change this setting (if such an option is available), and would it still remain compliant with Part 11 requirements?Regards, Anil 

Hello community, We have been recently facing an issue consisting of our envelopes being massively blocked in quarantine or spammed by our recipients. Have you faced this before? If yes, what was the explanation/resolution for it?  Can you suggest a workaround -besides the SMS feature- that could make our recipients receive the envelopes we’re sending? -unfortunately it’s not possible to ask each one to check their quarantine and free up the blocked envelopes-Thanks dear community for your help, 

Good Afternoon,Does anyone know if you get charged for ‘Delivery Failure” envelopes and “Voided” envelopes or does it go directly by your contract?Thank you!

When i click on a link on our website to open a document, I am getting an error, “Something went wrong, try again later”. I just inherited admin of our Docusign account. Any ideas what this could be?

We’re planning the November Developer AMA and want your input. Vote for the topic you’d like us to feature. Then we’ll line up a Docusign expert to lead the discussion. This round of topic options is all about building, customizing, and automating with Docusign so you can spend less time troubleshooting and more time creating.

HiBetween building Templates, creating Web Forms and then finding that some fields are / aren’t available I’m at a loss and hope someone can  - in plain english - help me! This is what I want…. Give a URL to a Sales Partner which they can share with their end-customerThis URL contains links to 2 documents that we need the end-Customer to review and acceptThe End Customer must also provide details like: Company Name, Address, Date Signed (agreed)Upon their acceptance, the documents are then sent to my company (to sign) When we and End-customer has signed, all 3 parties (Us, End-Customer and Partner) get a copy Is this possible and can anyone help guide me to any training / FAQs to achieve this? Many thanks    

Hi everyone, My name is Valeriya, and I’m a product manager at fintech startup that helps people refinance their high-interest credit card debt into one lower-interest loan, with a single monthly payment and a clear debt-free date. We’ve successfully tested the DocuSign API and SDK in the sandbox environment to enable digital loan agreement signing between our company and our clients. Here’s how it works in our app:1. The loan agreement is generated on our side and sent to DocuSign via API.2. The client receives a link to the signing ceremony directly in the app.3. DocuSign opens in the in-app browser, allowing the client to sign the loan agreement easily on their mobile device. We’ve now purchased a commercial plan under and want to move to the production environment.I’ve already completed the ISV Embed Developer Account form for our app. How can we get someone to: 1. Review our ISV Embed for

Join us in San Francisco on October 30 at Docusign Discover25 for a hands-on developer experience built for builders who want to shape the next generation of agreement management.Spend the day coding alongside Docusign engineers, partners, and fellow developers—testing new APIs, exploring AI tools, and influencing the roadmap for Intelligent Agreement Management.Why you should comeShip faster. Get early access to new SDKs, APIs, and automation frameworks. Build with AI. Learn h

The docusign Review and Continue Page is populating my company name 2X  

No matter how many times I do those trainings such as clm administration, implementation consultant, build workflows etc. I still don't feel comfortable and confident with DocuSign workflows and design solution knowledge is not as good as other architects in my org. Tell me how can I get personalized attention and robust training model to make sure I know DocuSign thoroughly to be able to develop things. 

Hi! I’m feeling super frustrated and hope someone can help. We keep having incomplete documents signed by customers, which leaves us to either accept the docs as is without all the info, or go back to the customer and ask them to re-sign. My frustration stems from the following: 1) our sales people keep forgetting to add required fields to DocuSign docs before sending them for signature, 2) I can only see the fields assigned to me on the documents, so I can’t even double check to ensure all the required fields are included, 3) we can’t utilize templates in DocuSign for our orders, which are all custom, and 4) we have a standard subscription, so super basic capabilities. I’ve searched this community and online and can’t seem to find a solution for solving this in DocuSign. Has anyone else had the same issue and solved it?

Hello, I continually get the following error when finalizing my webform Form not submittedSomething went wrong with your submission. Return to the form and try again. I pulled a report but I didn’t get any info. Thanks in advance.

Hello, I created a new Docusign envelope template in SalesForce and I have this error message “Source object is blank”.  I created this template using the “Clone” button from an existing template.  Also, I notice the “Main Data Source” column is blank for the cloned template, but not for others.  I think this clone feature is broken.  There is no screen I can find where I can make this selection. 

Built something cool in the Docusign Developer Lab during Dreamforce? Show off what you made. Whether it’s a workflow that collects customer data, verifies identity, or connects with Salesforce or Slack, every build tells a story of what’s possible with Docusign.How to participatePost in the Developer Forum with a short summary or screenshot of your workflow, or a code snippet highlighting how you triggered it by Monday, October 20  Add the tag “DevLab25” to the post so we can find it

Hi, I would like to set Email Default language to all recipient. I am aware of the option “Custom email and language for each recipient” on the settings, but that is not what I am looking for.I do not want to enable it because I need to dynamically set the Email subject and text with the Salesforce Apex Toolkit. If I enable this option, I cannot set the subject and text programmtically. I want to set the default language to German (Currently in English).  How do I achieve this? 

Bonjour,Je souhaite envoyer un document dans lequel mon destinataire serait amené à  remplir une partie du document manuellement (IBAN) et joindre un justificatif bancaire.Comment puis-je procéder ?Merci de votre aide.

Hello — I’m working with a DocuSign Maestro template where I’d like a signer to enter a “whole dollar” value (e.g., 100) and have it automatically display or format as currency (e.g., $100.00).In the template designer, using a Currency / Number field works perfectly when setup so the signer enters the value manually on the contract. However, when that same field is prefilled via a Web Form and Maestro Workflow, the formatting (dollar sign, decimal places) doesn’t carry through — it just outputs the raw number.I’m trying to determine if there’s a way to apply or trigger that formatting on prefilled values.The only workaround I’ve found so far is hard-coding the “$” before the field and “.00” after it, leaving space for the user to type the number — but that feels like a fragile solution.Has anyone found a cleaner approach? Can a Web Form / Maestro prefill override or trigger the formatting rules of a currency field?

How if at all possible can I retrieve documents from earlier this year and to print