Help Forums

Hi All,Is it possible at all to have a line break, e.g. \r\n within the CSV for particular text fields?An example would be a custom field for addresses, so rather than have:1 The Close, Best City, BC01 0BCInstead it’s:1 The CloseBest CityBC01 0BCI’ve tried a few variations (\r\n, \r, \n, \\n, \\r) but each time the backslash just escapes the next character and returns whitespace rather than a line break. I’ve also tried double quotes around the text with an actual new line but the import process then thinks this is a new row.Thanks,Matt

I need to send the same form to thousands of people. In test, the form sends for with my email id as the sender. How can I change the final version so that it replaces my email with a generic company id?

Hi,We’re trying to build a simple integration in our web app with DocuSign, where users will upload an ad-hoc document, then use drag & drop interface to add fields such as Signature, Name, Date Signed.We’re embedding sender view URL for the envelope in an IFRAME (see below). Is there a way of restricting/specifying which fields the user is able to drag from the palette? We’ve been playing with various TaggerSettings, but without any luck.  

Hi,This is our first global implementation and would appreciate any knowledge sharing if you have done something like the below:We are having issues with the CLM contract routing after it has been approved by Legal and vetted for further approval and signatures. This approver  and signatory information is being read from a data file (based on associate org hierarchy ) which is available in CLM.Thank youSavio 

Hey everyone,I’m wondering if there is a way to pass form values through the doc generation URL in Docusign CLM? I know we can pass field values from Salesforce, but sometimes there is data we would like to pass that may not be stored in Salesforce. For example, if we have multiple amendment types (for example Amendment Type A, Amendment Type B, and Amendment Type C) that use the same form, we would like the user to be able to select Amendment Type B in a flow and then redirect them to a form where Amendment Type is already set to Amendment Type B. We have the flow working and redirecting correctly but can’t figure out how to autofill the Amendment Type field. Any help would be much appreciated!

I have modified the brand resource files for use with esig.  I’m having trouble figuring out how to associate a CLM workflow to a brand with modified resource file in esig.  Any help would be appreciated.Thanks

HI How do I get the NEW DOCUSIGN COMPLETED title changed when it comes through the agreements tab - its very confusing as all the submissions I make are listed with generic title NEW PROBITY CHECK so cant identify the file at a glance without actually having to view the doc to identify which it is. 

Is there a way the sender can see what I added to a document if I don’t press “Finish”? Even if I press “finish later”, sender can’t see it.Filled in information for the Sender, “Mount Sinai representative”,however it requires me to get the Mt Sinai Representative signature before accepting “Finish” but she cant see my changes.If I choose option “decline to sign”, or assign to someone else it says the document ill be voidedPer her request, I sent a pdf generated documentover email to her.

Hi, I’ve tried to search for an answer but can’t find anything which relates to what I need. I would like to be able to disable autofill of recipients (from both the personal contact list and the user list). Is this possible ? I know how to edit my contact list but I’ve had a couple of users sending documents to incorrect people as it has pre-populated a previous email address and they haven’t noticed. Any ideas anyone? 

I have docusigned an agreement upon invitation of the counterparty. I have a partial pdf with the DocuSign Envelope ID, can I use this ID to retrieve the entire document?Thank you 

 My subscription was only for a month, but you renewed it automatically without my consent. Therefore I'd like to refund it.

Hello - can a template I created and shared with another user, be sent by that user using the bulk send option? Looking over her shoulder, I don’t see the bulk send as on option for her. Does she just need administrator permission to do this? Thanks!  

If we activate witness signing option, does it impact  the consumption of DocuSign envelopes. The document signed by one person, then one envelope is used. Now that we have a witness and a person signing does this consume 2 envelopes ?

Hello,I have been trying to better understand using a Web form. The scenario has 3 roles: Salesperson, Customer, and Approver.Use case current state: Salesperson receives envelope and signs Customer receives envelope and signs Approver receives envelope, reviews and approves or denies. Pretty straight forward. We want to add an extra piece to the workflow that only impacts the customer.After they sign, we want the customer to be redirected to a partner website where they can enter their consent preferences.The web forms “Thank you page” has functionality to add a button with a configured URL*, which I what I have working. However, what I’m finding is the Salesperson will also be redirected to that partner site, which we don’t want or need. Is there a way to design a workflow that omits Roles 1 and 3?Also, we have been moving to use composite templates that our API will build the envelope based on what the sales order needs for documentation. Is it possible to have a webform (template)

Is there a way to set the default text to a specific font and size? The default settings - Lucida Console, size 9 - are awful.  

I can't figure out how to password protect a completed DocuSign PDF whilst keeping the 'signed and all signatures are valid' section intact to prove it is an officially completed Docusigned document. Can this be done?  

 I want to add a field in the “Add recipients” part.How to edit “Add recipients”?For example,I want to add “role” field,It is a list item.it have “admin” add “customer” options.As shown in the figure:Add role field under the Email 

When I try to log in I keep getting “App Request Error”

Hi, I integrated Docusign with SharePoint on a site and then added the application on the subsite, when I get the signature from the subsite, I authenticate to Docusign but then it doesn't load the documents for the signature, this doesn't happen on the site, only on the subsite.  Is there any additional configuration to do on the SharePoint subsite?thank you

Hi, We want to automate the creation of documents and their sending for signature.I suppose it is possible to create documents from templates created in Docusign using an API, to which we pass the particular data of each case.My question is about the custom fields that we can configure with the signature (checkboxes, texts, dates...). Is it possible to read the information or status of these custom fields from the API? To save the data in our system.Thanks.

Good Day, I’m using the RESTAPI to send documents from an in-house developed system to DocuSign to be sent out to recipients.The setup is as follows:Roles have been setup as signatory 1, signatory 2, signatory 3, etc The documents to be sent have the same format but with different, names, titles, etc. example: document1 is meant for signatory 1, document2 is meant for signatory 2, document3 is meant for signatory 3, etc Each of these documents also has signing fields for Director 1 and Director 2.   The documents are included for matching.   On DocuSign, I’ve created individual templates for each of the documents. example: there is a template for document1, a template for document 2, a template for document 3, etc   When sending the documents for signing individually from the in-house developed system, it is successful. example: sending document 1 goes to recipient with the role signatory 1, and Director 1 and Director 2. The same goes for document 2 and document 3.   However, if sendi

@All Community Care  i’m trying to download the recipient signature image.how to  use it because i’m receiving the format like "GIF89aA\u0002�\u0000�\u0000\u0000\u0000\u0000\u0000\u0000\u00003\u0000\u0000f\u0000 ...”how to consume on frontend to show image ? 

Currently with the account I’m in has missing Recipient PrivilegesSpecifically, “Recipients must be signers to view signed documents”. There is also no Document Visibility setting either. Are there other account settings that dictate the availability of these settings? If so what are they?The objective is to control document visibility to specific peopleThe page I am trying to work off of is belowhttps://support.docusign.com/s/document-item?language=en_US&bundleId=gbo1643332197980&topicId=tmi1578456411160.html&_LANG=enus Thanks for your time

I’d like to have the Email Documents step in my workflow however I’d like to present the user with a prepopulated form that allows them to review the email content before the step fires. My workflow or logic looks like this: Choice → “Send Email” (option)Review email content (this is the page I’d like to present to the user) Email Documents.The Email Review page doesn’t need to include the actual documents.  I’d like it to include the Recipient, Subject, and email body. (3 different text fields)  [The subject and email body I’d like to retrieve boiler text from an eForm.]  After that information is submitted or captured by the CLM user I’d like the system to pass that into the Email Document step. My hunch is that I use the Full Page Edit form step but can’t get it to work correctly or maybe there’s a better step?Can anyone elaborate on how to use this step or suggest a better approach? Thanks.

i am trying to merge a custom template and a base64 encoded pdf into one and send for signing. my current request body looks like tghis {  "emailSubject": "Please sign this document",  "compositeTemplates": [    {      "compositeTemplateId": "1",      "serverTemplates": [        {          "sequence": "1",          "templateId": ""         }      ],      "inlineTemplates": [        {          "sequence": "2",          "recipients": {            "signers": [              {                "email": "",                "name": "M",                "recipientId": "1",                "routingOrder": "1",                "roleName": "Signer",                "tabs": {                  "textTabs": [                    {                      "tabLabel": "Agent1",                      "value": "kaala1"                    },                    {                      "tabLabel": "agent2",                      "value": "kaala2"                    },                    {                      "tabLabel":