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I have a PowerForm that requires multiple signatures. The user needs to sign the document first, followed by their supervisor (whom they need to specify). The user fields are enabled when they open the PowerForm, but they are locked out of the Supervisor fields they’re supposed to fill out. I tried making the user a “specify recipients” person, but the issue persists. 

Docusign will not accept security id provided with email announcing doc to sign.

As an administrator, I need to call up an envelope and only have the envelope ID as information. Where do I enter the ID to search for this envelope?

We have a main account and a number of sub accounts. I am trying to use the API to generate a report on number of envelopes sent without having to run reports on each manually. I just got the API going and I am running the end point: restapi/v2.1/accounts/{account id}I am getting the following information back:  'planStartDate': '2023-07-26T17:00:00.0000000Z', 'planEndDate': '2024-07-25T17:00:00.0000000Z', 'billingPeriodStartDate': '2024-10-01T07:00:00.0000000Z', 'billingPeriodEndDate': '2024-11-01T07:00:00.0000000Z', 'billingPeriodEnvelopesSent': '119', which does not match our contract dates (7/25 was months ago). Nor does it match the number of envelopes sent during the last contact (certainly not if the billing period is only this month). Thoughts? Am I interpreting this data incorrectly, or is there a better endpoint I should be using?  

 On document templates is there any way to do string functions.  Example i -  you have a field on page 1 where they enter in city, state & zip - later in the process you have a line for city state zip and you would just like to concat(city, state, zip).  I know you can just repeat the labels, but I am thinking treating them as a single string w/o the extra spaces. Another example they enter in their name - first, last and later you have a field which is going to be the first 3 characters of the lastname  + the first initial (Ex. first=john, last=doe, computed field is DoeJ) One more user enters first, last middle - in various locations later on the doc you need NameLastCommaFirst or NameFirstLast See if there are any tools in docusign or approach to do this Thanks Ken

Is it possible to secure the simultaneous signing of two (2) different documents with Docusign?

Hello,Google recently moved their beta solution to production. As a large google workspace consumer, I started getting questions immediately: how does it compare with DocuSign?I would be very interested to hear your thoughtshttps://workspace.google.com/resources/esignature/Thanks

Hi everyone,I'm having trouble getting data from a Salesforce checkbox field to show up in the Param's XML during document generation in DocuSign CLM. The document generation process is tied to the Opportunity, and the checkbox field is located within the Opportunity Line Item.To link to this checkbox field, I set up a table in the Document Generation form. While I'm able to see and select the field in the form, the actual data isn't coming through into the XML. I need this checkbox field to implement conditional logic for showing/hiding certain terms and conditions in the document.Has anyone encountered a similar issue, or does anyone have advice on how to query the checkbox field to make sure the data is included in the XML?Thanks in advance for your help! 

Hi! I just published a new YouTube video on how to send multiple documents for signature to different people using Docusign.You will understand how to automate the entire workflow, whether you're sending the same document to multiple signers or creating a unique process for each individual, plus how to simplify using templates and automation tools. You can find it here: PS: join me every Wednesday at 9 AM PST during a free Q&A session. Click here to register! Sofian Saoudi | Founder @Solus

Hi All,I downloaded a quick start java app from docusign developer portal and it was working fine till last week. When i tested today, it is not working.  It does not throw any exceptions or error.  When running the main class, the program simply terminates without providing any message or error.  The file to sign will be fetched from a local folder, convert into base64 then send it to the API functions.  When it enters the below lines of code, the entire program simply terminates and no code below these lines are getting executed. EnvelopesApi envelopesApi = new EnvelopesApi(apiClient);EnvelopeSummary results = envelopesApi.createEnvelope(accountId, envelope); Can someone please guide me on this?  

Hi,I am currently integrating DocuSign Embedded into my web application, which supports two types of users: admins and normal users. Admins have the ability to send documents to users for signing, and I have successfully implemented this functionality.However, when a user logs into our application, I want to retrieve all the documents that they need to sign. In this context, the user is the recipient of the envelopes sent by the admin.I reviewed the DocuSign APIs and found that the process involves first retrieving all envelopes and then filtering them by recipients. However, I am unsure if this is the best approach.Could you please confirm if this method is correct, or suggest a more efficient way to achieve this?Thank you!

Is DocuSign imbedded in EPIC anywhere (as Dragon or Up To Date is)?

When I send a document, will other users in our account have access to the document? Can account administrators view the document? 

Hello. I got an email from parter company.However when I click the button to sign I cannot access to contract to sign.There is a pop up “Something went wrong with the invitation.” Whenever I log in to my account even I cannot see my contract eventhough I was in the receipient. Could you help me how to solve this problem?

Hi,My account has already WhatsApp enabled and I’m trying to create an envelope via API with WhatsApp as the delivery method. I send the request, the envelope creates successfully (I receive a succesful response with the envelope link and I can also see it on my dashboard, but it just says “Waiting for” and I’m not receiving the WhatsApp message from DocuSign.Documentation is very poor on this subject, there are no real examples, no info about the country code or number format: Number must include the country code also? With plus or without plus sign? With one zero before the number, two zeros? So many questions...This is my envelope definition:I’m in Spain so the country code is 34.Appreciate any help, thanks!

Hi,I’m trying with PHP but always getting this error my code like this<?phprequire_once 'vendor/autoload.php'; use DocuSign\eSign\Client\ApiClient;use DocuSign\eSign\Configuration;use DocuSign\eSign\Api\EnvelopesApi;use DocuSign\eSign\Model\EnvelopeDefinition;use DocuSign\eSign\Model\Signer;use DocuSign\eSign\Model\Recipients;use DocuSign\eSign\Model\Document;use Firebase\JWT\JWT; $integrationKey = '9eaed807-bd9f-4d38-b858-37f6eccc6b73'; // Your Integration Key$userId = 'd4300ed6-aa42-47cd-b687-01c825726abd'; // Your User ID (GUID)$privateKey = file_get_contents('key.pem'); // Path to your private key$accountId = '8c637b59-afa2-4821-8c5d-981bacf4ddde'; // Your Account ID // Set the current time and expiration time$now = time();$expiration = $now + 3600000; // Token valid for 1 hour // Create the JWT payload$payload

We are successfully using the embedded view “default” style to allow our users to sign documents, and then proceed onto the next step. However, we do allow the user to refresh the page and get back into the “signing step”, and that works well, except if it has already been signed. When the document is signed, and the page is refreshed, we successfully show the document again, and this time instead of “Sign” or “Finish”, Docusign UX displays “Close”. When that “Close” is pressed, the “endSession” event isn’t triggered as normal, but the nested iFrame is destroyed. This workflow does works well with the “focused” style in all cases (meaning that by just changing “displayFormat” to “focused” it fixes the issue), however, we would like to use the “default” UX. How could we have “endSession” trigger when pressing “Close” on an already signed document?

How can I change the default signature within a signing document. When I select the signature, I only have the option to Resize or clear. I was not given an option to adopt a signature. The bank requires an image of signature or freehand signing on keypad. However the document is automatically coming up with a written version of my name which the bank won’t accept.I have gone into my profile and removed old signatures so only signature available is my image signature now, however when the bank resent document, again I am not given the option to adopt a signature and it keeps coming up with a written version of my name.Help.

Docusign will not allow me to enter the following in order to “Start” the application: Please provide information for other participants needed for this document.I have complete other applications earlier this week and earlier today.  My mouse will not allow me to click in the box to type text.  Any ideas?

I have a 300 page pdf I send out to 60 people. They all need to sign off on the pages they are responsible for. I created a template to assign the signatures and check boxes for each signer via AutoPlace:Signer1 signature mapped to \s1\, Checkbox mapped to \cb1\Signer2 signature mapped to \s2\, Checkbox mapped to \cb2\etc.Signature works great, if they have 3 pages they need to sign they are prompted 3 times to sign.For checkboxes for some reason when they check the first box it automatically checks them all. Is there an option to make them check each box individually? The number of boxes per user varies. (I have the same issue with drop downs, they select 1 value, and they all get set to that value).

I receive reports (in pdf format) from vendors that were esigned via DocuSign. I am unable to submit these pdf reports to FDA electronically, since the pdfs are considered protected files (security settings or password protection cannot be activated). As a DocuSign user (I have both Part 11 and non-regulated accounts), is there a way that I can remove these protections from the pdfs, while retaining the signatures within the report? A colleague commented that the person who initiates a workflow, can remove the security settings from the DocuSign document, however I can’t find this feature in my DocuSign account. Appreciate any help. Thanks.

Hi everyone, I am desperate to download all my envelop reports from last year with details. Please help. The bot is not helping at all. Thank you

I am wondering if anyone in the community has navigated a support ticket where people are experiencing multiple email reminders even after they have finished their action.  This is happening for a group in our business who has been really stable for multiple months and they swear they didn’t change anything in their template/workflow. From their eyes, this is new and sudden behaviour.  Thanks for any insights you may be able to offer.

Hello,As an inspection company in Portugal, we issue inspection certificates and are looking to integrate this process into our ERP system (Odoo). We aim to use Advanced Electronic Signatures (AES) or Qualified Electronic Signatures (QES) for these certificates. Could you please advise on the best solution and steps to implement this integration with DocuSign, and can we use this solution by the name of company instead of personnel identity?Thank you for your assistance.