Help Forums

Hey everyone! 👋 Niani here—I’m a programmer writer at Docusign and former full-stack engineer.In September, I hosted an async AMA focused on automating agreement workflows with Docusign APIs.You all asked some great questions, ranging from authentication and webhook tracking to workflow versioning and resiliency patterns. I’ve pulled together a recap of the top questions here so you can reference them anytime as you build with Maestro. How does authentication work with Maestro? Can it be linked with S

I am creating a webform from a template to capture customer information. When generating the webform from the template it auto adds the signer role fields. This field is capturing the signer's/customer's name. This field name also flows through to the finished signed agreement. Its listed as By: on the completed agreements page. But to help everyone in our company, I need the By: to be the company name. Is there any way to do this? Thank you

I am getting below error while updating the brand details  Brands could not be created. Unable to upload brand 056e7864-72be-4c7e-aa84-597043e66251.xml, error: This Account lacks sufficient permissions. The account plan item 'AllowResourceFileBranding' is set to false for this account for post brands

Hi,I’ve tried to get docusign support several times. Even though I’m logged in on window one, the support page opens in a new window and I’m not logged in there and it won’t let me log in. I wanted to cancel my account today but they charged me before I could get to it. Have I any hope of a refund? I can’t even contact anyone to ask. It’s really a horrible site for support and I would use something different the next time I need something signed.

Hello, I have a quick question. I want to get rid of the frame around the signature. I have changed my settings. I have cleared the cache. I have done everything. When I go sign the document, the frame continues to appear. I do not want the frame. How do I fix this? I have tried to sign it on the mobile app, but it continues to crash, and I cannot.  Thank you for any help in advance. 

Hi DocuSign Community! I am looking to add an additional condition to my Suppress Table Row logic and can’t figure out the appropriate syntax. I am using DocGen for generating Templates within Salesforce CPQ.Usecase: Salesforce CPQ, DocuSign DocGen for SOW Templates.Looking to suppress Quote Lines where Downstream Product Type is not equal to ‘Services One-Time’ AND Parent Bundle is not null. (IOW: I want to show only Quote Lines where Downstream Product Type is ‘Services One-Time’ and Parent Bundle is blank. Only Top Level Bundle or Standalone SKUs should appear in the repeating table)Current Syntax - <# <TableRow Select="/SBQQ__Quote__c//SBQQ__LineItems__r" /> #><#<SuppressTableRow Select="./NS_Downstream_Product_Type__c" NotMatch="Services One-Time"/>#><# <Content Select="./SBQQ__ProductName__c" /> #> How do I add another condition to support my use cas

I’m using the Signature API example.  When the user opens the email, rather than being able to sign, the document is getting opened for editing instead of for signing. string envelopeTest = CreateEnvelopeFromTemplate.SendEnvelopeFromTemplate("scottftrick@gmail.com", "Scott Trick","strick@michels.us","Scott Trick", accessToken.access_token, acct.BaseUri + "/restapi", acct.AccountId, "9d0acb57-30c5-414f-a4fe-1d72e8bfca66");         public static string SendEnvelopeFromTemplate(string signerEmail, string signerName, string ccEmail, string ccName, string accessToken, string basePath, string accountId, string templateId)        {            //ds-snippet-start:eSign9Step3            var docuSignClient = new DocuSignClient(basePath);            docuSignClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " + accessToken);                       EnvelopesApi envelopesApi = new EnvelopesApi(docuSignClient);

we have a template we want to use for a bulk mailmerge. the cSV mailmerge template requires a ‘role’ at the start of each column. How do i assign to a role that doesnt require a signature?

i was sent a doc to sign  ,I signned it now the link expired  is there any way to pull that doc back up  again please anyone that can help me get my doc pulled up  HELP HELP!!!!!!

We use to get the completed document attached to the completed email. In the last few weeks, DocuSign stopped sending the PDF document. What happened? How can this be fixed?

I need to implement e-signature functionality on my client’s website. We are generating a PDF, and I already have the signature image of the authorized person. I would like to apply this e-signature to the PDF document, but I do not want to perform verification every time. Could you please suggest which APIs or Steps would be suitable for this requirement?

I’ve used Docusign in my RE business for many years and yesterday as I was working with documents forclosing 9/30, suddenly, none of my documents are accessible. This is a major issue. Need urgent help. Don’tlike not having a phone number or chat option to help with this.Thanks! 

We have been experiencing the DocuSign links we send to our customers expiring before they are set to. We have them set to expire 120 days after sending and remind every 7 days. However, for the past 2 weeks we have had customers call us only 4 days in to tell us their link has expired. We can “resend” it and it will successfully open it with saved information. But, this is becoming a bit of an issue.   Thoughts?  Please keep in mind we have been using DocuSign for over 4 years with no issues like this. We have not changed any settings.

I am following this guide:https://developers.docusign.com/docs/esign-rest-api/how-to/request-signature-template-remote/ I have a template in my dev environment that contains all the fields for the user to enter and sign.When I use the guide above and send the template to the user, rather than the signing fields they are getting the document and need to add fields to the document.  How do I change this to be the actual document where they fill in the fields and sign, that is setup with the template? Thank you!

The error message says “OAUTH_APPROVAL_ERROR_GENERIC : An unexpected error has occured during authentication. Please try again.”

We build signing envelope via API. We often have multiple signers in our envelope and are currently signing sequentially. We use the TextTabs to put read-only text on the document. And, we are putting those tabs on the lowest order recipient. The tabs, in this case, have a transparent background and overlay nicely on-top of the document. Lately, I was asked to parallelize the signing process (i.e. send the document to multiple recipients at the same time). We tried a few things to make this work: Copy the tabs to all recipient. This caused issues since we were exceeding the Maximum number of tabs in an envelope (we have a lot of documents in our envelope). So, this option was not acceptable.  Use the shared option on the tabs. When using shared, all recipients would see a white background on the tab. Even if required and locked were set to ‘true’.  Use the global option “When an envelope is sent, write the initial value of the field for all recip

i want to use DocuSign Api Service to send document for digital Signature but the problem is that i want sign box in specified row of document so i want to change the width accordingly but their is only one option which is scaleValue so is there any option or api with any payload by which i can fix the height and width as per my require ment

👋 Hi Community, Sagnik here—Docusign’s CTO.Developers are redefining how agreements move through business—faster, smarter, and more connected. That’s why I’m excited to invite you to Docusign Discover on October 30 in San Francisco.This is our flagship builder event, designed for developers, architects, and IT leaders. Together, we’ll:Harness AI to unlock agreement data Automate workflows to eliminate bottlenecks Build integrations that scaleMost importantly, we’ll connect as a community—sharing ideas, experimenting hands-on, and learning from one another.Seats are limited—

Hi Everyone!I need help urgently. I’m trying to sign a funding document and I’ve encountered all kinds of issues with IDNow verification.The IDNow agents mentioned that I have the “old type of Nigerian passport” (I just got it in 2023) and my new Hungarian permanent residence permit card isn’t the exact type on their system. It’s been quite frustrating trying to contact Docusign because IDNow can’t fix this except DocuSign says so.I checked, my passport & residence permit are acceptable because it’s within PRADO. The sender has reached out to Docusign about 3 weeks ago, still no response.The envelope ID is 9041C569-4075-4BB6-90F5-17DB8B85F6EEReally appreciate a prompt response.Thank you!

I prepare the activating of the “Document Retention Policy” including the option “Redact personally identifiable information” and have one question in this connection:Today I create different reports, for example the Group Activity Report to measure which user group send how many envelopes. This report - and a lot of other reports - work with the e-mail-address of the sender. Would the reports work correct despite of deleting the personally identifiable information?

I (KC) need to send a document to a client dept. manager and their team for signature by the manager and review by the team.Then a 2nd signature is needed (mine) before sending copies of the completed document to additional individuals and everyone else in the workflow.  See below.If the Dept Mgr is Role 1 (Needs to Sign) and their team members are all Role 2 (Needs to Review) and this is followed by Role 3 (Needs to Sign 2nd signer-me) followed by multiple Role 4 (Receives a copy) recipients.Will the 2nd signer receive the notification to sign only after Role 1 has signed the document all the team members reviewed the document? If so, if 1 team member does not review the document is it possible to correct or by-pass that reviewer so the 2nd signer receives the notification to sign? Will the recipients in Role 4 (Receives a copy) only receive the copy after the 2nd signer signs the document? And will all the recipients in Roles

I Can’t find any way to set prefill tabs datathru all posts it looked like I should do it this way, but it doesn't work let results = await envelopesApi.createEnvelope(accountId, {            envelopeDefinition: {                templateId: 'xxxxxxxxxxxxxxxxx',                templateRoles: [                    {                        email: 'reciepient@gmail.com',                        name: 'john doe',                        roleName: 'client'                    },                ],                tabs: {                    prefillTabs: {                        textTabs: [                            {                                tabLabel: 'name',                                value: 'Jabberwocky!',                            },

Am I the only one noticing that each Docusign’s signed pdf are now 1Mo heavier since mid July?Before July 18th, my 300Ko compressed empty pdf was transformed by Docusign into a 900ko to 1,1Mo signed pdf; but now, the same 300Ko empty pdf is more than 1,8-1,9Mo and can go up to 2,1Mo afted Docusin’s signature process, but with absolutely no change in the fields to be completed or the number of signatories. Doing so, my enveloppes including 3 to 4 contracts/documents are now more than 5Mo and Docusign no longer join my signed pdf in CC of the completion email ; and we have to download them from the ‘afficher les documents complétés’ link that expires in 48h.From my perspective it is a waste of time for our commercial and sales administration teams. But from a larger perspective, this increased weight has a huge impact on all our storage/email platforms capabilites. If you combine the estimated hundred of millions Docusign documents signed every year, can

I am pulling in a date field from salesforce into my MS Word template and need to suppress a table row if Start_Date in the Products table contains 2025. Or it could be constructed as < 1/1/26. Is this possible? How would this expression look? ​@Oskay Taskin 😁