Help Forums

 Hello,I need to implement the following on my document sent for signature :Add 5 checkboxes (checkbox group with 5 options) on the document (A, B, C, D, E)The signer should be able to select atleast one of the options (multi-select)When the document is signed (completed), the checkboxes chosen should fill in a textarea field in Salesforce (or if you suggest any other compatible Salesforce field with DocuSign checkbox field). The main aim is to writeback the checkbox values in Salesforce.I have created custom document fields in DocuSign with the writeback option to the text area field. I tried with one checkbox field chosen. The field in Salesforce is filled , but as value 'true' and not the exact value of the checkbox.Can you please help to implement the writeback of the checkboxes to Salesforce with the exact values?Thank you in advance for your help.

In July 2025, I took advantage of a discount and bought a 1-year DocuSign plan for $120/user. It clearly stated up to 120 envelopes 1 user per year.I used far less than the limit.Then on Jan 12, 2026, it suddenly said I had 0 envelopes left and asked me to upgrade. So I paid extra for monthly billing to get more envelopes right away.Now my account is switched to monthly, and it feels like half of my prepaid annual year just disappeared?Where did the remaining envelopes from my annual plan go?? Has anyone else experienced this? DocuSign support — please explain!

I have an account opening agreement with an option to have a second signer as an additional account holder. So far, I can’t figure out a way to leave that area as optional. If I setup two signers, it requires both to be filled out. So I have created a separate agreement for the single signer and one for multiple.If possible, I would like to run it all through the same document. Is there a way to do this?

You want authorised users (those who can view a specific agreement set) to be able to assign that agreement set to agreements they have completed, without enabling the “View All Agreement Sets” setting.Currently, enabling “View All Agreement Sets” allows assignment, but it also exposes agreement sets that the user should not be authorised to view.

Trying to clean out old signers, only the first 50 show.  There’s no indication of “next page” or whatever, how can I view the rest?

Hi together,I try to set up a delegation of authority log in docusign.Therfore I have set up a template document including a dynamic table.I have added this template document to an envelope template with 4 recipient for testing purpose (in the end if I get it to work properly it will be 30-50 recipiencs).When I use the envelope I uploade a CSV-File to fill the dynamic table with anchor strings which works fine.However, the replacement of the anchor strings with docusign field seems to be left to chance. The anchor strings in the table are not replaced at all.If I additionally place the same anchor strings below the table in the template document, the signature anchor strings are recognized in the table too, the fullname-anchor strings are only recognized from the first recipient, but the replacement docusign fields are grouped and the placement is messed up.

I am a Salesforce consultant implementing Docusign in an Org for a client. The team would like to be able to click the button to generate the document from an Opportunity record, make edits to the text anywhere in the contract and then send for signature. They would like to do all of this from within Salesforce and not have to download the document, edit in a word processor, re-upload to Salesforce to then send for signature. Could this be possible in the Docusign functionality in Salesforce using the Docusign app?

I created a template form that includes a number field (let’s call it “DAYS”) and a formula field, which is supposed to return 1 if DAYS is less than 30, or else it returns 0. I’m using the 0 or 1 value to trigger conditional fields. The DAYS value can be a number from from 0 to 366, but I want the recipient of the form to provide the value, even if it’s 0.I find that if I leave the DAYS field blank, the formula result stays stuck on 1, even when updating the DAYS field to a number that should change it to 0.  If I prepopulate the field to 0, the formula functions as expected, but I would rather not provide a prepopulated default value. Is there something I’m missing? Am I doing something wrong here? 

I have a user who, when they click the Send button to send an envelope, they get an error in a small popup saying ‘Failed to Fetch’. We have tried:Clearing cache Incognito mode Using VPN Different browser Sending to different recipients

I recently upgraded from the standard paid version to the business pro version. However when trying to utilize some of the features like uploading a template, the feature is not available. Of course that led me to the admin page as I am the only user, and the one who started the account. Under my name nothing is listed under permission profile and there are no other users. When I click on that tab a warning pops up for about 1 second in an orange box that stated “warning add an administrator profile”. However when I try to edit my name it fails to load user information. Basically I am stuck in a loop of apparently not having an admin even though I am the only user and have the rest of the admin functionality. Needless to say it has been a very frustrating few days trying to get help on this, and it appears DocuSign themselves could care less as there is no way to contact them. Finally, I did try to open a case while logged in but it sends me to another page to get a paid account, wh

Hello,I subscribed a few days ago in order to sign (qualified signature for INPI) one document.I need to talk to support/assistance because of a billing error and because the document I signed was rejected for an unknown reason (although I was charged for the qualified signature)Although I have a paid account, I can not access support. I arrive to an error page whenever I try to log in to support.I have been trying for a few days with no luck, I also talked to the chatbot but couldn't resolve the issue. It is urgent for me to sign the document; please help 

Hi, I’m the IT manager for the UK subsidiary of my company. We initial purchased a subscription to docusign, but the parent company has reclaimed the domain name for our email address. This stopped the users from accessing docusign while we still paid for the Subscription. Is there someone or a way to get help in sorting out this issue?

Core ProblemMy organization has implemented Docusign-Connect to send completed envelope to our Laserfiche storage system. This Works as intended for envelopes with a single template however multi-template envelopes additional templates do not express retrain their Envelope Custom fields metadata correctly when transferred to Laserfiche, and instead assume the Envelope Custom Field data of the initial template.  Current DesignEach Template has 4 key pieces of metadataTemplate Category: This could be either Custom Envelope or Document Field and is a static value for the template. Currently set to an Envelope Custom Field.  Template Sub-Category:  This could be either Custom Envelope or Document Field and is a static value for the template. Currently set to an Envelope Custom Field. Recipient Account Number: This is currently a Custom Document Field on

We are using Docusign JS library for embedded signing experience. In chrome browser, when we load the url, it is adding iframe in DOM and then opens modal to accept terms.In edge browser, it just hangs and never open the modal to accept terms with exceptions below.   

Recently my tag colors are all of the sudden Pastel colors. When I need 3 signatures, I can’t even tell 2 of the colors apart because they are so light and almost exactly the same color...just maybe a slightly different shade of Baby blue for example. Can I change somewhere in setting to different colors? Thanks so much 

Note: By default, comments are disabled for an account. To enable comments and manage the settings for them, you must be an administrator with All Administration Capabilities. If the comments option is not available on your account, contact DocuSign customer support to enable the feature.

I am working on converting a bunch of hand written forms to DocuSign.  Our system uses the DocuSign API and connects to it using the C# .NET SDK.This works well for most fields and anchor tags but, recently, we have started adding fields like checkboxes and radio buttons.  However, it appears that radio buttons do not have any sort of measurement associated with them in their class (no scale, no width/height, etc.).  The only size related field I can find is fontsize, but changing that does not appear to change the size of the radio button.Is there any way to change the size of a radio button for a form submitted through the DocuSign API?

Hi all,I’m able to successfully initiate a DocLauncher task via the API using the following request:POST {{baseUrl}}/v2/{{accountId}}/doclaunchertasksBody: { "DocLauncherConfiguration": { "Href": "https://apiuatna11.springcm.com/v2/.../doclauncherconfigurations/c19edc..." }, "Datatype": "xml", "Data": "<dd><num>1234</num></dd>" }I use the ResultUrl from the response to launch the configuration in ui mode and fill some additional details apart from the dd field. I’ve created a form with a textbox with mergetag dd along with some additional fields to be filled by the user.The form launches and but the initial data that I passed is not visible on the form ui. However, after the workflow launches after the document generation. Here are the observed params:<TemplateFieldData ...> <transactions>456</transactions> <transactions_unformatted&gt

I need to e-sign a doc and then send in P7M format. Is this possible? 

Hello,I'm reaching out because my Go Live request was recently declined, and I'm unsure why — no feedback or rejection reason was provided.About Our IntegrationWe're building a B2B SaaS platform (Getmany.com) that requires customers to sign commitment agreements.  The Go Live form was declined by Drew Martin, but I received:- No email explaining the issue- No checklist of what failed- No comments or next steps I'd appreciate any help with:1. Visibility - Is there somewhere I can view the rejection reason?2. Common Issues - What typically causes silent rejections? Or it’s normal?3. Checklist - What should I verify before resubmitting? I did more than 80 tests.4. Escalation - Can someone from DocuSign review my submission?I'm ready to fix whatever

Hi, I’ve created a Connect configuration with the following settings:Trigger Events > Envelope Events > Envelope Signed/Completed!-->Include Data:Documents Attachments Document Fields!-->But when the contract signing process is complete, I receive a payload into my webkook with the following structure:!-->​​​​​​​{ event: 'envelope-completed', envelopeId: '68ce2953-4fa5-8d2f-8094-cde7fc130d3b', status: 'completed', documents: [ { documentId: '1', name: 'InvestmentContract_50b40cd2-f529-4584-892d-926b40447143' }, { documentId: 'certificate', name: 'Summary' } ], completedDateTime: '2026-01-13T16:15:14.87Z', createdDateTime: '2026-01-13T16:13:53.8Z'}The PDFBytes is not included in the payload. I need to get the signed PDF and save it in a safe storag

Recently when trying to create an envelope (not with a template, just at the screen where you can drag a document into the box to start the envelope creation process) we would get an error ‘Unable to create the envelope’ and a purple screen (of death lol).  Running API and HAR logs showed no errors. The process just stopped.  After weeks of being shuffled around to multiple support people who didn’t help, we discovered ourselves that if our VPN was not enabled DocuSign worked normally.  With this information, and getting DocuSign Support and our IT support together on the phone it was determined that our security software was flagging a DocuSign server as suspicious and blocked it.  So the envelope creation process would stall. Once IT set up access for all related DocuSign server access it worked perfectly. According to DocuSign they utilize many servers during one session, so if you are having similar issues with the process just stalling, check with yo

Question for sending excel spreadsheets through Docusign.  I have Custom Header like Employee report 2025. In Docusign it appears like this Is this because of the font of the headers or something else? 

We are creating a rather complex document / form for someone to sign.  They need to answer questions (yes/no and true/false) and are using conditional formatting for a few of them as well.  However, we would like to test out the form before sending it but it seems like the only way to test is to send it to ourselves.  Is there any way a document can be viewed/tested without going through the signing process?  It would be a big help!  Thanks.

Can’t send my document, I don’t care about no comments, i used a PDF, no comments on the DocuSign either, I don't know this error. I already changed to a paid plan to add more signers, this DocuSign is so freaking annoying. already read all the posts here to. “open a case” is a joke, right?