Help Forums

Hi there,I’d like to confirm if there is a way in CLM (perhaps using the expression builder) to convert currency numbers in words, as such “USD 200.000,00 (two hundred thousand dollars)”.This would be great considering our daily contracts frequently use this drafting style.

Hi Community,I have just taken a developer account and am trying to install Docusign in our Dynamics 365 environment, but fail to do so. As per the screenshot, it is not support in the region the environment is in and we need to contact support.This step has been extremely difficult as there is no way to reach out to the support team for installation issues. Any support we need, we need to login first as a customer or partner. I am not able to raise a support ticket. Any help would be greatly appreciated. Thank you,  

Hi all! I have a question about CLM permissions: The default permission we have always used is Full Subscriber. Apparently, that is out of compliance with our contract - which says “Community User licenses”. So, does anyone know what a “Community User” is? Is it different from a Full Subscriber? Thank you!  

Hello,We want to build an integration that extracts the completed or signed docs from DocuSign on a daily basis and load it to Workday system. Is there any API in DocuSign that provides functionality to pull the file? Thanks,Tarun

I’m trying to obtain signatures on Acrobat Adobe files but Docusign wont download.What to do?Thanks

I would like to sign a document, but clicking the email link gives me an unknown error.The alternative method using the security code also gives me the same “unknown” error. I’ve checked the correct matching account emial, like twenty + times to make sure, this is not a typing issue. Still, this all is not working and there is no relevant error code.This s+++ks soo much. I’m a first time user and 100% disappointed, but the functionality, the help topics, that don’t help and on top, the help form, that is buggy and the send button is disabled, even the form is filled completely (only by me changing topics around helped to work around this).So, this is a wasteland of whatever you gyus try to do here. The industry standard has progressed so much further, since you last visited your entire service and help workflow. I feel just lost entirely and have no words how bad this is comparte to what most of the other companies in world provide at this point in time.

I have being sendidin a resending a lease to be signed but recipients are not receiving the request

Hi, We have a requirement to send the documents from Salesforce files section as an docusign envolpe to the customers. How can we achieve this

My ID card has been checked but I received an email saying that verification has failed

I am trying to make a card payment on docusign but the following error massage shows up: "unable to authorize payment, try again later". Please help resolve this.

Dear DocuSign Support Team,I hope this message finds you well. I am writing to request assistance with converting my current customer account to a developer account. By mistake, I initially created a standard customer account and purchased a subscription. However, my intention was to create a developer account, as we need to integrate your APIs into our site.Could you please help me with converting my existing subscription to a developer account? This change is crucial for our project as we plan to extensively use DocuSign APIs for our integration.Thank you for your understanding and support. I look forward to your prompt response.

Hello, Is there a way to mass delete contacts in the address book. We’ve had issues with incorrect emails being autofilled and want to just delete them all and start from scratch. It doesn’t seem to have a select all feature?

I am supposed to sign a document that is in French...I don't speak French. Is there any way I can change this to English? So translate the document? Is there an option in docusign to do this, what are your experiences?

Hello.I am working on integrating DocuSign with Salesforce for my company. Currently, when the document is sent for signature, the recipient receives an email with a link to populate fields and sign the document.However, in our case the user who initiates the document is also the person responsible for completing the values in some of the fields tagged on the document. If possible I would like to streamline the process by directly opening the page in Salesforce and bypassing the need for the initiator to have to essentially also have to send via email.Is this possible? I am very new to docusign therfore, documentation or videos outlining the steps will be very helpful. Nancy 

Dear Sender,  I am HRPB/country HR in Perú. I think that DocuSign is a great tool to sing documents, but in Hitachi Energy Perú is poor the use, so I think It could be a great opportunity to get virtual training from an expert.I can help to invite the employee so just I need the contact with the responsable for the opportunity. Appreciate your help. Thank you and Best Regards, Yosely B.

It seems that the DocuSign Envelope Status in Salesforce is not updating. Is this a known DocuSign issue, or is there something we can troubleshoot on our end? It was functioning correctly before.

I have sent a document to 4 people to approve.  The 4th person is no longer available.  How do I add someone new to sign in his place?

My co-worker will be out of the office and I need to follow up on documents sent from her account. Is there a way for me to be allowed access to Donna’s account?

How do I add additional users to my Business Pro plan?

Integration of docusign and stripe, who can help you figure it out. The point is that after the purchase, the client receives a letter to familiarize himself with the offer and the rules of the course

I am working on a web app project where I have to create contract based on form data (user input), then from the backend side i have a html template in which, I’m putting the contract details and creating a PDF then using the DocuSign library to create and send envelope to user for the signature.Questions:As we know that the starter plan starting at $50 for 40 envelopes/month, that means i can only create 40 envelope in a month? What if user does not sign the document (will it be counted) ?Currently, I am creating envelope using a HTML template each time whenever new contract created. Is there any way to minimize the process ?

One of our team members has accidentally saved information into most of our templates. We are wanting to know if we can get rid of all the saved information that has been entered? 

Is it possible to download more than one document at at time

Is there an advance feature in DocuSign that can accommodate unlimited file size?

Is there a way to find out where a text field is in my document that corresponds with the text field ID?  I believe the field is off to the side and not visible but I’d like to be able to search for the field ID.  Thank you!