Help Forums

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 have a 3 page template I am am trying to make page 3 to be page one, How can I change the page order of a template? 

I updated the values in the Envelope Custom field and selected Yes to updating the templates that have this field, however not all envelopes were updated.  What can I do to update those templates which did not get updated?

Hi Team,I have requirements where I have multiple templates. Template A, B, C … and so on. I have Template A which is static template & is always used for workflow, and Template B and C are conditionally selected on the basis of various conditions. End result will be like mentioned below:Template A & Template B or Template C [ Template B or C will be added to the last ] as per different condition  Template A & Template B & Template C [ Template B & C will be added to the last ] as per different condition  NOTE: I DON’T WANT TO CREATE MULTIPLE VERSION FOR THE ABOVE MENTIONED SCENARIOS, SINCE AGREEMENTS ARE SO HUGE AND HAVE SO MANY FIELDS TO MAP

Hi all,I have created a workflow to upload a document and assign a Task to the submitter. How can I setup a daily email reminder until the submitter uploaded the document? Thank you. 

I want my redirect URL to be as below“https://advancers-test4-ms.digital.worldpay.io/dashboard/#/overview/portal/callback”When I add this redirect URL and try to save I get below error message“This integration key could not be updated. Please try again in a moment.”Does docusign allow ‘#’ in redirect URL?

Hi DocuSign Community,I recently submitted a Go Live request for a DocuSign API integration, and it was declined, but I did not receive any explanation, comments, or guidance on what needs to be fixed or updated.This has left me a bit stuck, so I’m hoping someone here (or a moderator) can point me in the right direction.Integration Details Authentication: JWT Signing method: Embedded Signing (Recipient View) Webhooks: DocuSign Connect for envelope completion Status: Fully working and tested in Demo

hi- I have to e-sign a .xml file, but I am not sure Docusing has developped this function (it works only for .pdf files).Any ideas about that?thanksDavid_64

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?

I have a form which will be prepopulated with some key customer information over pages 1 & 2. I then have a variable number of pages that then appear that would allow the customer to essentially provide a list of individuals (name, email address etc) with appropriate input boxes, checkboxes, validation associated with the information to be provided for each individual (i.e. certain fields for an individual are mandatory, individual 2 name can only be supplied if Individua1 has been added already etc). And then a final page for them to sign.They will tell us how ahead of time many individuals they have, and so we generate the document with the correct number of pages before uploading into DocuSign.Can I setup a single template that would work if the document uploaded us 4; 5; 6 etc pages and be able to apply/add the appropriate input boxes etc as required. And any pointers as to how I would do that?

Hi, I need help logging into my account. My account is under larry@***********.com. This email is no longer active (hacked) and I am now using l*****************@gmail.com. When I try to log in with my old email it needs to verify by sending an email to larry@***********.com which I do not have access to due to the hack. I need to get the login changed to my new email address. Can you help me?All the support options ask me to log in but wants to send a verification email to my old email. I cannot find out how to bypass this so I can get into my account and then change my login email to my new one. Suggestions? 

We received a note back in August of 2025 (below) from Docusign saying that the underlying infrastructure was changing to Azure sometime between 11/2025 and 5/2026. We may need to make updates depending on our configuration. I would like to know if this infrastructure change has occurred and if yes , when did it occur and if no , when is it scheduled? Thank you for being a valued Docusign customer! We have two important updates to share regarding your eSignature service. As a key step in enhancing our cloud infrastructure, your transactions will be migrating to Microsoft Azure. We appreciate your trust in our service and are dedicated to ensuring this transition is smooth and that your data remains secure.1. Service Update: Transaction Processing in Microsoft Azure cloudAs part of our commitment and ongoing investments to provide the most secure and reliable services, we’re migrating Docusign eSignat

Hi,I have a scenario where Phone Authentication is already configured as the identity verification method. I’m now looking to enable IAL2 (ID Verification) as well.When sending an eSignature envelope to a recipient, is it possible to require the signer to complete Phone Authentication first and then IAL2 verification as part of the same signing process?If this is not supported, what is the recommended or best-practice approach for handling scenarios where a higher level of identity assurance is required?Thank you.

When a user leaves our company we transferer their envelopes using the “Transfer now” button before closing the user’s account. Occasionally an admin will start several of these transfers at once or get distracted while the envelopes are being transferred. The issue is they cannot tell which transfers are complete and have to check each user to see if they still have envelopes before closing out the record. How can the view whose envelopes were transferred? The “Action” button only shows who the envelops were transferred to, not who they belonged to initially.  

Does anyone know why we need “Express Signature” with the “IDV Premier” type of signature? 

We’ve had recent feedback that it’s not intuitive for all client that the ‘finish later’ is an option on the dropdown arrow next to ‘finish’ , and it’d be useful if it was next to the ‘finish’ on the main template. Has this been raised before to be changed in the future? 

I don’t want to manually download every month the invoices. Can you email them directly?

Not getting consent page for Authorization Code Grant sample, trying with console sample java application. getting com.docusign.click.client.ApiException: Error while requesting server, received a non successful HTTP code 400 with response Body: '{"error":"consent_required"}'

When editing a document generated in CLM with tables and conditions, a specific table row content is deleted using MS 365 online editor. By doing that, the formatting of other three different table rows break (different table).The weird thing is that it only happens using MS 365 online. When we use download and edit in desktop word app, the formatting is correct.It is not the first time I see formatting issues with MS365 online in CLM. Another case I saw a few months ago was that the formatting and spacing of a template changed completely if we open using MS365 or in Word Desktop app.Anyone know the root cause and how to fix?

I have a rename document step in each of my workflows but it looks like the report is only capturing the template file name, not the new name.  Is there a different setting I need to apply to get that new name to generate on the report?No filter in the current report, just pulling everything from the NDA folder.  It pulls in 17 records but many of the document names are the same.  Thanks for any assistance!

Hi everyone, I just realized that my document has a signature that’s overlapping over another signature. It’s most likely a mistake on my part but I’m looking for a way to remove it. The signer has already completed her signature and I can’t seem to find any resource on how to remove this signature.I really don’t want to send it again for my group to sign so is there a work around for this?I tried to find a way to contact docusign but it seems that they don’t want to ever be contacted to support their customers. 

Hi all,could you please confirm how many brands can the docusign platform support? i know from commercial that enterprise pro has 5 brands and you can buy additional but I am unsure of the total number of brands that the esignature platform can support.Thank you all for your helpBRSusana 

Can someone please help us understand why the result of the two reports (for all type of signatures) is not tallying. We have run this for all months. We have looked up the Documentation, but this does not explain the difference.

Hi, We’re looking to build an integration with DocuSign where documents designed using our product need to be signed by our customers’ users in an embedded way at the right time in their journey within our product. I’d like to understand how the partnership works and would like to explore this. As we already discussed with your sales team about this.

I cant´t create a webform from a template. I checked all the steps, every field has a description and so on. In the end it´s showing an error: “The use of a document creation template is not supported.”Any idea?