Help Forums

How to I add in the Place Fields option as it’s missing atm: 

IS THERE ANY WAY I CAN CHAGE MY SUSCRIPTION WITH MY ACCOUNT SUSPENDED? I DONT WANT TO CHANGE MY PAYMENT METHOD AND BE CHARGED FOR THE SUSCRIPTION I ALREADY HAVE

Can I add additional users to my account (such as other staff in my office)? if I had the standard plan or do I need the Business Pro plan to do that?

I have used this program for years.  As of yesterday I am unable to receive any documents. When I requested to resend a link, the link went to an incorrect email.  My email mispelled.  I can’t figure out who to call or how to fix it.  neither can the sender.  I actually activated a free trial to try and bypass the issue but no luck.  very odd and need some clear simple direction as a lot of my contracts go thru this program.  Sorry don’t understand all the categories.   Please advise.. thank you!!!

A recipient is not able to complete a Docusign because she isn't able to add her title in the "title" field. Can anyone assist?

Hello,We need to install “DocuSign PKI software” + “DocuSign browser extension” to be able to sign some contracts for a local Windows user (without admin privileges). After the installation using admin credentials, the browser doesn’t recognize the DocuSign PKI software is installed, not even if I execute the browser with the same admin user I’ve installed the software.The only way it works is directly connected in admin account – but in that scenario we don’t have the  certificate we need that is installed in the first local user I mentioned. Could someone help us with that, please?Thanks! 

Hi all,I have a question about adding comments and tasks to notify users during workflow processes. Is it only possible to tag users who has been assigned access rights? In my case, I seem to be able to tag all users, as they are all CLM admin in our UAT environment 😅 

Hello,We have a group set up with a shared folder for templates. I have been added but I am unable to see any templates or the folders shared with me. Is there something I need to do on my end? 

Hello.  I am trying to tidy up our CLM tenant and would like to bulk download hundreds of older documents to store outside CLM in an archive. How do I bulk download?  I don’t want to have to manually select and download 20 at a time.  Is there a way to do this please?

Is possible to hide sender’s address?  I need it to make it look like it’s sent from a company, not an individual.  Is there a way to create a sending group address?

I have sent two documents to different clients and when they get them one or more of the signature blocks are missing.  This causes a delay as I have to resend the documents more than once.I have double-checked the signature blocks before I send them - is there a way to prevent this. 

Hello!I’ve tried several time adding a new user IZabela Gortat, but everytime she receives an invitation and accesses with the access code there is such a notification:Could you please help me with this issue? Kind regardsMichalina

My company uses our DocuSign integration to send varying amounts of documents in each envelope, and we are adding an optional field that needs to be on each page, but will always be the same value throughout the envelope if the recipient does choose to fill it in. I’ve seen that data replication is possible for fields using the API, but haven’t found any references or instructions specifically related to the Apex toolkit.Can the Apex toolkit set multiple fields to replicate the data of any one that is filled in by the recipient?

Hello Docusign/Salesforce integration admins,  We have salesforce/DocuSign integration and i am a salesforce admin in my org. I set up envelope templates via DocuSign Apps Launcher on Salesforce. We have a requirement now to add Access Authentication on the envelope template level and see the available options are SMS/Phone or Access Code as in the attached screenshot   I am looking for a way to make this configuration dynamic by pulling the phone number or access code from a field on the salesforce record, and Docusign sends that code to that client's phone number or email address automatically. Is anybody aware if this is possible or if there is any workaround to do this? I am asking as we are triggering sending the DocuSign envelope immediately based on updating a field on the salesforce record and we don’t like to allow the user to see any configuration or to add documents, specify recipients, and place fields before sending. Thanks.  

When reviewing the Envelope History, two actions in the “Action” column are “Opened” and “Viewed”.  What is the difference between these two actions?  For example, do both actions provide evidence the recipient saw the email and at least opened/viewed the document?   Sometimes when recipients have not signed the document, I email them and indicate, “I notice you opened (and/or viewed) the document on xxxx but have not signed it. The deadline for xxxx has passed.”  When there are strict deadlines contained within the document and recipients try to say they were not aware of/did not see the DocuSign email until after the deadline, I want to be correct if I ‘counter’ with evidence on the report that indicates otherwise.Thank you!

I'd like to know where I can find out how many sheets (printouts) we've saved?

I am looking into how to send a document on behalf of a school. This document requires signatures from both parents and a signature from an individual student. The majority of these students will not have email, so parents must read the document to them and sign it on their behalf.  Please advise as to how best to set the Recipient List and allow parents to add a separate signature that is not their initial signature. Should we just provide added directions in our communication? 

Hi all I have set up a template and I am using it as a PowerForm.  There are 4 roles for the template / PowerForm:Submitter - who supplies all the info and initiates the PowerFormSubmitter Manager (signer 1)Supplying Data…. (signer 2)Receiving Data….(signer 3) Even though all 4 roles are marked as “Needs to Sign” when I created the template, when the PowerForm is initiated, it is only requiring the first role to be filled out?  Can I get the other roles to be required as well?  The Submitter (first role) would supply all the info.Please help Thanks!     

Are there any best practices or tips when assigning KBA to a recipient?For example, some last names could have apostrophes or hyphens in them like O’Brian or Williams-Sonoma. There are also last names that have a “Mc”, such as McDonald. We recently had an envelope where the last name had an apostrophe and when the recipient tries to authenticate using KBA it was not able to find them until the sender removed the apostrophe from that recipient's name. After removing they were able to authenticate their identity.

There are about  300 competed agreements in my account, but now there are only 139 agreements. I was pretty confused. Is there any problems for my account?

We want to automate job contract managment with docugen document and using power automate to populate infos from Microsoft Dynamics.Everything work fine except for a rich text fied that contain all the job description in html format. For this field Docugen return "DocGen creation failed.  One or more validation errors occurred."how to format properly the data that are send to this field to keep the formated tet ?

I want to be able to update email of an envelope and resend in case where invalid or wrong email is inputted by the user.I am using this endpoint:(PUT) [base_path]/restapi/v2.1/accounts/[accountId]/envelopes/[envelopeId]/recipients?resend_envelope=trueAnd this parameter: {  "signers": [    {      "email": "<email>",      "name": "<full_name>",      "roleName": "<roleName>",      "recipientId": "<recipientId>"    }  ]}After sending it, the email is modified and they receive the document to sign, but the position to sign disappears, how do i rectify this, i want the updated envelope to come with the signer tab. Also when i change the email from an existing email that was sent to the document, the older email still has access to the document, i also want their access to be nullified. Thanks

Hello!! I’ve been trying to look this up, but getting no where. In my minimal experimentation, I have been unable to figure this out either. I’m curious if this is simply not a feature of Docusign or if I’m just missing something? When sharing a template during a Zoom call, the Zoom app makes me log in to Docusign and then makes me email the form to the person I want to share it with. Is there a way to NOT email it to them? I simply want to be able to share the template in-meeting and have them sign it right then and there.  Any help would be appreciated, thank you!

I received a file via DocuSign for signing sent by an email from my manager, at the time I did not have a DocuSign account. It was my first time using DocuSign, while trying to familiarize myself with the process, I uploaded a signature as a test. Now, I am unable to change this signature to the correct one.I searched for the solution, I found out that I need to create an account to change the signature, I have since created a DocuSign account, but the file doesn't exist in my account to sign it! I even tried to register my signature in my account and the tried to sign the file in my email but it still use the first signature(the test one)Could you please assist me in accessing the file in my account or guide me on how to change my signature for this document?Thank you for your time and assistance. I look forward to your guidance on resolving this issue.

If I send two documents for signature within one send, does it get billed as one envelope or two?