Help Forums

Hi, I work as an Integration Engineer for Unit4 and we’ve developed an integration between our ERPx platform and Docusign for document e-signing. We are now introducing some changes in the integration and we noticed an apparent difference on the signer consent process. We used to have a ‘consent_required’ error (HTTP response status 400) when requesting an OAuth token for the signer and we used it to identify that a given signer hadn’t yet given their consent. Currently it seems that all the signer consent process is dealt exclusively on Docusign UI. Can you please confirm if Docusign introduced any changes at the signer consent processing level? Thanks in advance

I have this use case:if i go on holiday or i am off for a while and i want to have a user or users to have access to my envelopes but not to all of them. only the ones that are in progress or just recently completed. i will require not only signing on my behalf but also to manage the envelope… Is there a feature from docusign that allows just that? i am aware of delegated signing but this is more than that.My understanding is that if i provide shared access, the person will be able to see my current and past envelopes…Thank youbrSusana 

Hi everyone, I have a question about recipient configuration using expressions in the CLM step Review and Send for Signature. In the recipient expression field, returning multiple emails separarted by a delimiter works fine, for example:  “john@email.com|mary@email.com” The system correctly creates multiple recipients. However, when I try to do something similar in the Name expression builder, it seems to accept only a single value. If I return a list or try to iterate (foreach), only one name is resolved, the result is: Recipient Name: John|MaryRecipient Email: john@email.com Recipient Name 2: John|MaryRecipient Email 2: mary@email.com Is the Name field designed to accept only a single string, even when the recipient field res

I have opened a ticket regarding billing information update/ which should be a straight-forward case. But I am not getting any response for my comments or emails,Is there any option to escalate this case or at leasta direct contact to billing or telephone numbers I could reach out to (specially in EU region)? Thank you

Recently our In Progress envelope view changed. I don’t find it as user friendly as the old view and it is more time consuming to find the information/task I want. Is there a way to switch back to the old version?

The following module references resources that aren’t available either in the demo org or prod. https://dsucustomers.docusign.com/docusign-for-salesforce-administration/1735298/scorm/1dio1x91attca

Case 12989068 (date 29 Jan 2024) you billed me for an extra subscriptionCase 16246638 subscription cancelled for A01061472 (date 11 March 2025).  You attempted to bill CC in Dec 2025.  You actually  billed CC in Jan 2026.It is virtually impossible to contact Customer Support through your “support page”Please reimburse the money immediately.You have a good product but sadly very, very poor customer service - I could not recommend DocuSign to anyone.  

I purchased an annual subscription using a different email than the one above.  I received an order confirmation at the email address and my credit card was charged.  Now, I can not login to the account, reset the password, or get customer support.  My email account does not receive emails sent from DocuSign to reset the password or logon to the account.Why?

I have submitted and signed the Docusign API Go Live Form that is linked to the ‘Submit verification form’ button. I would like to know if I need to do anything else aside from wait until the manual Go Live review finishes. My dashboard status did not change status which is making me unsure. And how long might the Go Live process take on average? Thanks 

Hi, New to the forum, have an issue using the Template Builder. I’m wanting to add customer sender fields to a contract document, company name, address etc and can add these easily enough. The document however is text heavy and has paragraphs, bullets and tabulations. When very first loaded in, it looks fine. As soon as I start in the Template Builder, I loose that formatting and things become joined and/or our of line. I see mention of flattening/PDF’ng however unsure how that solves the problem when I’m wanting to add the customer fields as the Template Builder doesn’t support PDF format. Perhaps I can approach it differently or am missing another method? Thanks  

Hello, I have an issue concerning the simplified view, it would seem that it doesn’t support HTML, or just partly ?When sending an envelope via docusign API, i am sending HTML through the “emailBlurb”, that html is well rendered on the email side. But it is not on the docusign simplified preview pageOn the email side: On the simplified welcome view, many spaces generated, images doesnt work. 

Hello,I'm working on integrating the branding feature with DocuSign, but I'm having trouble understanding why the DocuSign icon appears white in the emails I receive.On the DocuSign preview page, the icon displays in black. I'm using Outlook for emails and have already cleared the cache, as that might have been affecting this issue. 

I have been using docusign for many years now. I could always create an envelope, check I am the only signer & then e-sign the document. This no longer works. The only option now available is send which consumes one credit. Is it no longer possible to self-sign envelopes without consuming one credit?

Hi everyone—I’m Deepti Gangwani, the product lead for reporting & agreement intelligence at Docusign.We’d love your feedback on the Navigator Weekly Insights emails. These emails aim to surface actionable insights tailored to your account to help you stay on top of usage trends and opportunities. Your feedback will help us refine the content, format, and value of these emails going forward. What we’d love to learnFeel free to share your thoughts in the comments on any of the following:Which parts feel most useful (or not useful) What you wish these emails did differently or better  Any other insights you’d like to see in these

I have a contract that requires over 100 signature boxes.  Is there a way that the selected field choice stays active so that I can just click multiple locations on a page instead of having to go back to the menu item each time I need to add a field?

 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