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8433 Topics
J
Newcomer
Jack.sNewcomer
asked in DocGen
multiple variable if statements in formulas

Is it possible to have a formula detect multiple variables from a dropdown tab using an if statement? For example, If([dropdown menu]= 9 OR 8, 1,0) → the goal here is to have the formula produce a 1, if the dropdown menu is either 9 or 8. currently, it seems to only work with one variable. If this is possible, what is the correct syntax or formula structure?

211
M
Community Moderator
C
Newcomer
CuriousCatNewcomer
asked in eSignature
Can I send multiple documents in one envelope, but merge each document with Certificate of Completion separately?

Can I send multiple documents in one envelope, but merge each document with Certificate of Completion separately? I understand that only one CoC is accountable for one envelope. However, I have multiple documents required to be signed by one person, but needing to be uploaded into internal company server separately. I know document itself without the CoC is valid, but I want to be able to merge CoC + each document for archiving purposes. I downloaded the files separately and merged this myself outside the docusign system, but when I open the file, “signature not valid’ appears on the top. Please help me if this can be done.

282
M
Community Moderator
T
Newcomer
teddy23Newcomer
asked in eSignature
Retrievig Old documents

I have only recently set up an account, is it possible to retrieve documents from 2019

72
M
Community Moderator
J
Newcomer
jett987Newcomer
asked in Salesforce
Salesforce DocuSign Apps Launcher

Hello, When using the DocuSign Apps Launcher in Salesforce, I’m unable to see anything related to CLM despite having downloaded the CLM app through the app exchange. I can see various CLM components and permission sets through the managed package, but I can’t see a CLM app, or a config page through DocuSign setup. I can only see eSignature and DocuSign Gen. Any suggestions on how I can remedy this issue? Thank you!

628
M
Community Moderator
A
Newcomer
alsalandNewcomer
asked in eSignature
Drop Down menu - right justifying

I have the options for a Drop Down as Y or N. It needs to be very close to the right margin. How do I right justify the field so it lands in the space provided? It seems that it is currently Left Justified.

183
U
Newcomer
C
Newcomer
CommunityUserNewcomer
asked in eSignature
Reinstating Removed User

How can I reinstate a user who was accidentally removed?

595
D
New Voice
S
Newcomer
SOsoby14Newcomer
asked in eSignature
Number of people signing

Hello, I need to have 7 different people sign a common document? How come I can only put 5 peoples names and email adresses ? thanks !!!

72
M
Community Moderator
L
Newcomer
Lucia.RodrigoNewcomer
asked in eSignature
Can I send in one envelope multiple documents that need to be signed by the same person but need to be saved as separate documents each one combined with the corresponding certificate of completion?

Dear all, I’ve found this thread: as I was looking to download two documents sent in the same envelope separately. However, in my case I need to combine to each of them the certificate of completion to be compliant with the QA department guidance in our company which was not covered in that other thread’s answer. Would that be possible directly in DocuSign? I guess I could combine each of the pdfs to the general certificate of completion once I download the files separately but I’m not sure it that would break any kind of audit trail relevant thing in the process…? So I was hoping that I could extract that directly from DocuSign. Thanks for your help in advance! 🙂

273
L
Newcomer
N
Newcomer
nico.milemarkerNewcomer
asked in eSignature
Docusign developer envelope allowance exceeded

Hi, My account is on developer mode and it says that envelopes are unlimited, but since yesterday we’ve been experiencing an error that says ENVELOPE_ALLOWACE_EXCEEDED (see 2nd image), Please fix this asap, thank you. Docusign Error:

1589
M
Community Moderator
S
Newcomer
StrongarmNewcomer
asked in eSignature
Unable to download when sigining a document

When being asked to download there is no way to download the original PDF.The signing page won’t allow me to copy. The signing page won’t allow me to click on links within the document The signing page is a graphic image and the fonts become blurry when scaled up. If I open a NEW window and go into docusign I can download the original documents and have all of the benefits. Why can’t I download to read in a PDF reader where I can’t get the above benefits?

193
M
Community Moderator
A
Newcomer
ankurerisedNewcomer
asked in eSignature
Masking sensitive form field

After Singing the document from user I need to mask some sensitive field before download the file from envelope and document Id.Is it possible or not? If possible please let me know the process and share API Name with parameters. Thanks in Advance !!

263
M
Community Moderator
A
Newcomer
Al. GrayNewcomer
asked in eSignature
Admin without ERSD Option

What if I dont have enabled for my account Electronic Record and Signature Disclosure for DocuSign, how do i get it? I am the Admin and I do not have the “Legal Disclosure” option

407
M
Community Moderator
M
Newcomer
mfgNewcomer
asked in DocGen
Custom field placeholders in envelope template message

Our users generate envelopes using a template. From the template, I would like to include placeholders that reference the signer’s organization and other custom fields used in the document (contract number, end date, etc). Is it possible to insert and populate custom field placeholders in envelope messages or private messages using templates? Can this be done when sending envelopes without a template?

777
M
Community Moderator
M
New Voice
Marius OttenNew Voice
asked in Docusign Admin
Close Unmanaged Accounts in my claimed domain

Hi, we have claimed our domain, and enabled the Microsoft Authentication.The authenticated users are now synced by Microsoft Azure. Unfortunately some users had setup “personal” accounts with their company mail.I have read about the option to close these accounts, but this does not work. I dont even have that option.See: https://support.docusign.com/s/articles/Personal-Account-Eviction-How-do-I-deal-with-unwanted-accounts-on-my-claimed-domain?language=en_US&rsc_301 How dow I close / delete those accounts ?The domain is claimed, so I need them gone. cheers

7111
M
Community Moderator
U
Newcomer
USAPMNewcomer
asked in eSignature
Transfer License

Hello- I would like to fully transfer my license to our Compliance Officer. How might I do this and avoid adding another user and paying for an additional license?

112
M
Community Moderator
Z
New Voice
zgoldbergNew Voice
asked in Salesforce
Unchecking multiple doc templates in Docusign Gen for Salesforce

My org uses Docusign Gen for Salesforce to generate contracts and send them for esignature. Most of these contracts originate from the “Contract” object in Salesforce, but the documents themselves can vary greatly depending on the details of the contract in question. Our current solution has been to upload many, many different formatted Word docs into the same Docusign Gen Template. This way, there’s only a single button on the record page, and the end user is able to select which specific template(s) to use. The issue is, of course, the number of templates has started to balloon and is now a bit of a concern. Below is an example of what our end users are seeing: All of these options always default as checked, so every time someone wants to generate a doc, they must uncheck each template they don’t want to use. This has ended up being very time-consuming, especially when working with hundreds of contracts. My question is this: is there (or could there be?) any setting that defaults the

412
M
Community Moderator
R
Newcomer
ribeiroanamrbNewcomer
asked in eSignature API
error when downloading the envelope

When downloading the envelope via the application, the completed fields are not shown in the document and the signatures are not shown eithernote: I am using the development environment, my account is not yet in production app . get('/envelopes/:envelopeId/documents', async (req, res) => { await checkToken(req); const envelopesApi = getEnvelopesApi(req); const envelopeId = req . params . envelopeId; my code: try { const docs = await envelopesApi . listDocuments(process . env . ACCOUNT_ID, envelopeId); res . json(docs); } catch (error) { console . error('Erro ao listar documentos:', error); res . status(500). send('Erro ao listar documentos'); } }); app . get('/envelopes/:envelopeId/documents/:documentId', async (req, res) => { await checkToken(req); const envelopesApi = getEnvelopesApi(req); const { envelopeId, documentId } = req . params; try { const envelope = await envelopesApi . getEnvelope(process . env . ACCOUNT_ID, envelopeId); if (envelope .status !== 'completed') { throw new E

461
T
Docusign Employee
A
Newcomer
agonzales26Newcomer
asked in eSignature
Stuck at Signing up with error saying "Enter a valid phone number"

Hi guys! I need help I'm having a problem creating an account for DoD Customer for DocuSign University. Right after the email verification step, in sms verification, I’m entering a valid Philippine Phone number but I always have an error saying “Enter valid phone number” which is weird because my number is correct and it is the same number that I use to register here in Docusign Community. I already tried to input the number with a dash “-” and space and tried to use another phone number but to no avail.

6473
M
Community Moderator
J
Newcomer
jmartoneNewcomer
asked in eSignature
Email with documents to review, but none in my que

Received email with link to docusign saying documents to review. Tried opening and get error then I can log in but no documents in my account. Tried security code and view documents but leads me right back to empty que. Can anyone help?

62
M
Community Moderator
M
Newcomer
MeghaNewcomer
asked in eSignature
Not able to send NDA for internal reviewer again to different user while NDA is in draft stage.

Not able to send NDA for internal reviewer again to different user while NDA is in draft stage.

32
M
Community Moderator
M
Newcomer
Mark S.Newcomer
asked in eSignature
Cost of Bulk Sending

What is the cost of bulk sending ? If I send one envelope to 100 receivers using the bulk sending feature : is this regarded as one envelope ? I assume the cost is 1 envelope and not 100. Is my assumption correct ?

143
M
Community Moderator
P
Newcomer
pzyNewcomer
asked in eSignature
eWitness feature

Hi Guys. I’m brand new to Docusign. Trying to work out basic features like adding eWitness to a standard account - how to upgrade etc. Going round in circles and have been for some time. Does anyone have any ideas as to how to actually engage with Docusign to work out how to proceed? I’ve spent money and happy to spend more, but the web support is as clear as mud. V grateful for any pointers. Cheers

82
P
Newcomer
R
Newcomer
rahmaanNewcomer
asked in eSignature
fraud charge

I am still being charged after I closed my paid account. I had to create a free account just to access this comment page . I DO NOT WANT A DOCUSIGN ACCOUNT , REFUND MY MONEY NOW. How am I getting charged for a paid account that does not exist. I cancelled my account 1 month ago . At this point you are stealing my money.

476
M
Community Moderator
U
Newcomer
umar_clickfunnelsNewcomer
asked in eSignature API
Go Live Review declined without any reason

Hi everyone, I need some help with the DocuSign Go-Live process. I’ve been trying to get my Integration Key (5adb2409-a79c-4616-8a0c-79de07f2d449) approved for production for over a month, but I keep getting declined without any reason provided. Here’s what I’ve done so far:✅ Read and implemented all troubleshooting documentation ✅ Tried with multiple Integration Keys✅ Passed automatic review (20 successful API calls, no polling)❌ Go-Live manually declined multiple times (first two attempts took 3-5 days, latest one was rejected within hours)❌ No emails or notifications explaining the rejection I’m stuck and don’t know what else to fix. Has anyone faced this before? How can I get feedback on why the integration is being declined? Any insights would be greatly appreciated!

281
M
Docusign Employee
O
Newcomer
oran.redmondNewcomer
asked in eSignature
The Tab formula is not valid. A number numerical tab LocalePolicy does not match the LocalePolicy of another number numerical tab in the same formula.

Hi, I can see that this error has come up a few times over the last year+ but I cannot find any resolution. I am getting it on a template. I’ve gone through the fields and can’t see an issue. Is this a bug? Thanks

162
M
Community Moderator

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