Help Forums

Hi All, I am having a basic query related to Docusign API. This query is more of API related rather than Docusign related, however still posting here as it concerns Docusign. I am following this video for querying docusign API. Here at timestamp 5:44 the API body is passed as ‘x-www-form-urlencoded’(snapshot attached). However, I am making this API call using my automation tool(Uipath) which lacks the ‘x-www-form-urlencoded’ interface similar to postman. It is possible to pass the body as JSON instead of ‘x-www-form-urlencoded’? I tried passing JSON body as below but it didn’t work. {“grant_type”: “authorization_code”, “code”: “<code>”} Thanks! 

Hello Folks, I upgraded to a paid (standard) account today and wanted to submit a support case. However under manage cases, I do not see an option to create a case, instead I see the following messageYour Docusign plan does not support opening cases. Learn how to upgrade your plan to access support, or find additional help resources in the Docusign Support Center.Isn’t standard paid account eligible to create cases? Or am I missing something

One of our team members realized that she entered an incorrect email address after she clicked Send an envelope. When she went in to correct the envelope, the email address section was greyed out and she was not able to type in the correct email address. Could anyone tell me why you wouldn’t be able to edit an email address when trying to correct an envelope?

Hello,I am currently implementing DocuSign integration with Workday and testing it in the demo environment. However, I’ve encountered two issues: There are two signers in the flow — the first signer is from the company, and the second is external. While there is a defined signing order, the external signer is not receiving any email notification to sign the document. I have already unchecked the “Suppress email to embedded signers” option and enabled the “Send completion” option. Despite this, only the final email (once the document is signed by both parties) is being sent. How can he receive the email to “sign the document” Is there a way to make a checkbox mandatory to tick during this process? Thank you for your help!Best regards,Liora

Hi, We use DocuSign from SAP Ariba Contract Workspace, however it feels restricting as I cannot use my DocuSign templates.We use a task in Ariba that allows to send the document for signature but it asks for who should sign regardless of our templates.Is there another way to get executed contracts stored in Ariba than this way? (I don’t necessarily need to initiate from Ariba).

Hi, I have an old company logo that I want remove from sending emails. I have tried replacing it in Admin->Brands->Sending by uploading a blank logo:  Yet it still appears in the sending email ….  

Hello, Could you please inform me on how to change the date from US (MM/DD/YYYY) to European format (DD/MM/YYYY) on my “to be signed” documents?Thanking you in advance. Kind Regards,

We have successfully sent 20 API calls, submitted them for review, and marked the first task as complete. However, after submitting for go-live, it is still showing as 'Pending Approval.' Is there anything we need to do to expedite the approval process?

I have created a Group and added couple of uses to that group, and in my workflow I have added Send for Review Step and selected the group as assignee. Everytime when I trigger the workflow email is being sent to only one user instead of both, and it is working fine for Approval step but not for Send for Review. is there any limitation to that step? 

 Hi, I have developed a Screen Flow for sending contract documents, utilizing the 'Send With DocuSign' action (apex-dfsle__EnvelopeConfigurationBulkRequest). Below is the screenshot for reference.(2- Flow element) The envelope is sent immediately when the flow reaches this element step. I want to allow the user to preview the template before it's sent. The template's options have been set to 'Place Fields'.(1- Options) However, it behaves as if it's set to 'Send Now' when I send it through Flow. Is it possible to preview the envelope before sending, as if we are sending it using a button in the page layout? Thanks. 1- Options 

Hello everyone!I’m developing an integrator to send documents from our ERP to DocuSign for digital signatures. The email sending is working, but I’m encountering an issue with WhatsApp sendingMy project uses Node.js with TypeScript, so I’ve typed the recipient using the interface exported from the @types/docusign-esign library. However, this interface doesn’t include the “phoneNumber” attribute, which is needed to send the phone number object as shown in the example project (see the images below).My Project:Node.js eSignature REST API Example: Could this be a missing attribute in the library’s interface?

I have 40 documents to be signed two parties.  The first party (Party A) will always be the same (in other words, Party A will sign all 40 documents).   The counter-signing second party will be different for each of the 40 documents.My question is: How do I send all 40 documents to Party A at the same time, while having the 40 counter-signers only receive their individual document (and not the 39 other documents that they will not be signing)?

I logged in through the online version and I see my envelopes in my dashboard but cannot review my agreements. I have changed filters and moved through the different folders but the do not show up. I do see all the documents on the mobile application. I have not created any agreements using the Mobile app. I also had the same issues with my templates and Webforms but without any intervention they showed up after i logged off and back on  

I have a client who has checked their inbox and spam box but have not received their document.  I tried sending it to me and did not receive it either.  I contacted our IT department to see if they could find it in my email, and they do not even see it ever being sent to me.  This is an important document that I am needing our client to sign before the end of the month.  Any suggestion on what could be going on?

Just what the title says - new Docusign user (kinda regretting this decision already)…. Was using a trial and upgraded to paid for today.  Never got a response from sales when I was in trial mode.  Went to open a support case today now that’s I’m paid for - and it says I can’t as my account does not have that privilege. Anyone have any tips here - worst part of this is I was able to open a case when I was a trial user and they told me to talk to sales…. how, as I said, ignored any request. Typing this out I feel stupid for spending the money now...

Normally, the start screen should show Action required, Pending (other), Expires soon, Completed This is not visible on the home screen of a colleague. How can I customize the start screen? Thank you.

After sending off a document for DocuSign signatures I received the following message: smtp; 530 5. 1. 0 <dse_na3@docusign.net> sender rejected Is this an issue with the receiving party and/or their phone/computer settings for receiving the email?  I double checked the email address and it was correct.  Per DocuSign’s suggestions I even re-entered the recipient’s information, including email, as part of the “Correct” procedure in my DocuSign account.   Any suggestions for fixing this issue?FYI, I have successfully sent this recipient 10 to 15 docuSign emails over the past 6 months. 

How can we get the Senders name added to this report.  

HelloI need to find a way how to not add pdf copy of signed document into “complete” email attachment. And make it not global setting. I know there is a possibility to disable: Admin ->Signing and Sending ->  Envelope Delivery -> Attach documents to completion email, but it effects the whole account. I found something about “Allow account users to decide if they should send a link or attach a PDF” and then configure “Permission profile” → Deliver self-signed email notifications by “Link”. But it didn’t help.Does someone know how to disable attachments for specific user, group etc and do not affect the whole account?Thanks

Hello,I am trying to implement a change in the docusign process. Our docusign is registered with a service account and all templates are created using that service account. When a user in Dynamics CE generates a docusign letter it sends out the document from the service account email address. So the receiver of the email when returns the document it goes back to the service account. This is creating a bit of confusion as we have multiple people on the team who send out documents from docusign. I tried to change the email address on the docusign user entity in MS dynamics and created the user with the same email in docusign. It send out the email from the users email address XXX-username@email.com but it is not working for all users. Thanks in advance.!

I have an app key setup and live in production. When a user clicks a button on my page I create an envelope and send a PDF with a request to Docusign for the user to sign. This has been working for several years. Is it possible to use the same app key to send a different PDF for signing, or do I have to create a separate app key?The return URL will be different for the other PDF, but it looks like I can add multiple return URLs to the app key configuration.

I am following the tutorial from this page: How to get an access token with Implicit Grant | DocusignI have an href to the following URL: https://account-d.docusign.com/oauth/auth?response_type=code&scope=impersonation%20signature%20organization_read%20user_read%20account_read%20dtr.profile.read&client_id=#redacted#&redirect_uri=https://localhost:7054/dsauthWhen I follow this href I am directed to log in and grant permission.  I am successfully redirected back to

We are currently using DocuSign keys in Oracle Integration Cloud (OIC) for a KYC process that is live and functioning well. Now, we have a new requirement to implement DocuSign for a separate employee onboarding process. I have a few questions regarding this: Since we already have a DocuSign key in the production environment for the KYC process, can we reuse the same key for the employee onboarding process? The flow for both processes is similar: Define a template in DocuSign (the templates differ for each process). Use these templates in our integration. Once an envelope is signed (by a customer or employee), the information is processed via a "Connect" configuration. For these two separate processes, can we set up two independent "Connect" configurations in DocuSign? If having two "Connect" configurations is possible, how can we ensure they do not overlap and that each configuration onl

Good day, I have been trying to change the font sign of my signature, but it keeps on reverting to the default.  Can someone else please assist. Mybe there is something am not doing well. Was doing via sending settings in the admin profile.

I am trying to determine an envelope count for this year for a group of users (they were assigned to a group id) we transferred to a different account (same Organization) later in the year. The reason for this is they sent the envelopes from our account which resulted in one of our pre-paid envelopes being consumed.  I am supposed to recover those costs from the other account holder. I started running reports on the group we used, and I see those envelopes are omitted from the reports.I thought envelopes sent from our account would appear in our account’s reports up to the time they were transferred.  But this does not seem to be the case. Has anyone transferred envelopes and then ran any of the reports to get a listing after the transfer? Did those envelopes show up? Are my expectations incorrect? Once transferred they go “poof” from the account including reports, dashboards, analytics, etc…? Is there a better way?  Thanks for your help!