Help Forums

Hi all,I have a helpdesk email set up for all sent envelopes so the consultants are not responded back to on their direct email. I have just noticed that when a consultant corrects an envelope, the history does not say who it was that corrected it. Instead it says the user who corrected the envelope was the helpdesk.Is there a way to fix this to show in the history the specific consultant who corrected the envelope, rather than assuming it is the user who first sent the envelope?The issue this may cause is if a user may go into an envelope that someone else sent, then corrects something they shouldn’t have, and we have no way to trace this correction back to that person.Thank you,David

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Hey there,I’m running a demo environment before we start with the productive environment.As a start we booked the standard plan and we were wondering, if we can switch the demo environment to standard as well, so we only have the admin options (according to our plan) available.At the moment it looks like our demo environment is running on a professional plan.Can anyone help me out? Thanks a lot

Why is Docusign telling me that the ‘Recipient limit of the envelope has been exceeded’ when I have added only 7 signees? I’m on a free trial, but I can’t read from any of the Plans that the number of recipients would be a factor so I wouldn’t like to buy a plan until I know that I’ll be able to add the 7 signees with the paid plan for if that’s the issue.

Morning, in my team we are trying to implement an integration with DocuSign and according to the documentation, we need to setup an OAuth process. In order to do so, the steps we’ve followed are:Create a developer account Go to “Integrations” → “Apps and Keys” and create an app there with a secret key and also the redirect URIs and CORS configuration. As it is the first try, we used “http://localhost:3000” everywhere. We followed this link from the documentation: https://developers.docusign.com/platform/auth/authcode/confidential-authcode-get-token/ We’ve implemented a redirection from our frontend to get an authCode as stated in the documentation by calling https://account-d.docusign.com/oauth/auth with response_type=code,scope=signature cors,client_id={OUR_CLIENT_ID} and redirect_uri=http://localhost:3000 Afterwards, we are doing a POST request through axios to https://account-d.docusign.com/oauth with the parameters stated in the documentation (a header with Authorization: Basic {CO

Hi,I’m trying to send an envelope with multiple documents and each document needs to be applied a specific template.I’m looping through the documents and adding the specific serverTemplate based on the type of document.Here’s a snippet:The serverTemplate is determined by: However, it seems that the other template is being applied also to the document that it’s not meant for.Here’s the error:HTTP response body: b'{"errorCode":"TAB_PAGENUMBER_IS_NOT_IN_DOCUMENT","message":"The pagenumber specified in the tab element is not in the document that the tab refers to. Tab on Page 9 of Document 1 for Recipient 1"}' Any idea?Thanks!

Goal:I want to reflect the signing status of an Envelope in Salesforce using DocuSign Connect. The envelope is created using Salesforce Apex, and the signing status is received through a custom Salesforce REST API that is implemented with Apex.Issue:I have completed the DocuSign Connect setup, but no logs appear in the "Logs" tab, and even after completing the signing, no requests are coming to Salesforce.DocuSign Connect Settings:Listener Settings:Status: Active Connection Name: SalesforceStatusUpdate URL to publish: https://[mydomain].my.salesforce.com/services/apexrest/namespace/docusign Enable Logs: Checked Require Acknowledgement: CheckedData Format: REST v2.1 Event Message Delivery Mode: Send individual messagesTrigger Events:All checkboxes under Envelope and Recipient are checkedAssociated User/Group: All UsersIntegration and Security Settings:Include OAuth: CheckedOAuth 2.0 Settings:Enable OAuth: Checked Client ID: Configured Client Secret: Configured Authorization Server URL:

It seems Rooms has disappeared from my drop down. I tried rooms.docusign.com and  I get Page not found, Looks like the content no longer exists. Can anyone help me please

I have been using DocuSign for 3 years and I lost all the documents. How can I retrieve all the completed documents ?

I'm facing a critical issue with the DocuSign eSignature app for Salesforce, and I'm hoping someone can help me troubleshoot it.I've installed the latest AppExchange package for the DocuSign eSignature app, and while I've successfully added the DocuSign button to various native and custom objects, I'm encountering a persistent problem with two specific objects. When I attempt to use the DocuSign functionality on the Contacts object or a custom object called "Enrollments," I receive the following error:"Web service callout failed: Unable to parse callout response. Apex type not found for element quickActions."Here's a brief overview of what I've done so far:Installation and Setup: Installed the latest version of the DocuSign eSignature app from the AppExchange. Button Addition: Successfully added the DocuSign button to several other objects without any issues. Error Encounter: The error only occurs when selecting the Contacts object and the custom "Enrollments" object.I've scoured the w

Can a hyperlink be in my templates email message? Any tips on how to do this will be much appreciated.

Hi, I am building out a process that triggers the document envelope from Salesforce and then archives it in a SharePoint site. Is there a way I can retrieve the link to the sharepoint file and bring it back into salesforce? I want to add a link in the Salesforce record to point it to the signed contract. 

A user in our organizations DocuSign account is on leave. He has incomplete envelopes. I want to transfer those envelopes to myself so I can complete them. I tried transferring ownership by following instructions in a DS University article, “Best Practices for eSignature Custody Transfer,” but this didn’t work. After filling in the prompts, the button to submit remained greyed out. I was in my eSignature Admin account; the article says I need to be in my Admin UI account. Are these the same?  If not how do I find my Admin UI account?

I am utilizing a Power Apps cloud flow to send out a single document/envelope to 2 separate recipients, with a separate signature tab for each. I am looking for a way to trigger a flow when one of the individuals sign, but before the envelope is ‘completed’ and update a record in Dynamics365 with a status that recipient1 has signed, and recipient2 is still pending signature. Upon review of the available triggers, I see one for envelope-completed but this is for after both signatures would have been received.Is this possible using the out of the box connector?

At our organization, we have two separate DocuSign accounts (different admins, different software versions) but we exist on the same server so we can transfer users across if they transfer from one work area to another.One work area (eSignature Account A) wants to leverage SharePoint connector for their work in our organization’s enterprise SharePoint solution.  Everyone uses this enterprise SharePoint environment regardless of which DocuSign account for eSignatures they use.Can the connector’s environment be configured for the organization versus one or the other of our eSignature accounts? If a client of eSignature Account B for example asks to leverage the DocuSign connector, can it work for them knowing eSignature Account A is already set-up to use the DocuSign connector?The goal is to configure DocuSign connector for SharePoint’s environment once for anyone in either DocuSign accounts to leverage.  There is a good chance I misunderstand but I have the impression the environment is

I couldn’t help notice that currently there is no option to specify the time of day envelope reminders are sent to recipients. Is there any way to change and specify the exact time reminders are sent?Currently, reminders are sent near midnight/1am local time, depending on time zone and whether it is daylight savings time or not.It would be an extremely helpful feature to specify the time of day reminders are sent, to help sales teams control the time reminders are sent to prospects for signature to maximize their chance of success. 

Hello,is there a possibility to create a STAMP in Docusign without upolad the image? I found these work instruction but it seems that there is the only way to using a stamp in Docusign: upload the imagethank you

Dear Community, I am looking for a solution to an issue that we ran into recently while creating elastic templates.We created the elastic template following the documentation from Docusign, however, once we tried to create conditional rules, we noticed that we cannot drag and the document field into rule builder as shown in the video/gif in the documentation: Conditional Content (docusign.com)I have attached a GIF of the issue that we are experiencing. Is this a bug or are we doing something wrong?Best Regards,Shahir 

I'm getting 'This Account lacks sufficient permissions to use Merge Fields.' when I try to add a merge field while creating a template, does anyone know which permission I should add to the DocuSign user in order to make this work?

It’s difficult to believe this hasn’t been asked before, but I can’t find it. I need to limit signatures on a template/PowerForm to DRAW only. The agency for which I’m gathering signatures will not accept any other type of signature. It seems only an “administrator” can apply such a limit, but I am the owner of a BusinessPro account. How can I limit the Signature Adoption Configuration to DRAW only? Thank you.

I’m looking to send a document to all members of staff, but some of the details within the document are different for each person (e.g. employment start date). The template and bulk send function seems perfect for this purpose, but I’m running into problems.I’ve created my template with all relevant field names (all “text”, no numbers) I go into Template, click “Use” » “Advanced Edit” » Bulk Send » Upload a CSV » Next » Download Sample CSV The CSV template only returns two fields:  Recipient::Name Recipient::Email All of the fields I’ve added in the template are completely missing Can anyone help?

Hello everyone!Public RFPs in the EU often require our offer submissions be signed using XAdES, CAdES or PAdES signatures. When using DocuSign as a normal, typical, subscribed user : what format am I using? Is it one of the 3 ? Or should I purchase additional solutions to be able to sign with one of these 3 formats? I coudn’t find clear information on this on the Help page.(To clarify : I need to sign the documents that I submit to the RFP, it’s not about signing a document that is submitted to me by someone else. So, how do I sign in XAdES, CAdES or PAdES?)Thanks for any help!

When using the DocuSign frame on documents, are the number below the signature randomly assigned? For example, if I sign numerous documents - will the numbers below my name at the bottom of the frame always be the same? Or do they change from document to document?Please see below (the identifying signature has been removed) 

Hello. We are using docusign gen in Salesforce. When adding a comment to the docusign document it is supposed to go back to the 1sender in the flow. This person is getting an email with a link to view the comment. However, this error is coming up instead. You currently do not have access to this envelope. please try again later. Any ideas why this is happening?