Help Forums

Hi all. I have a customized report that I generate weekly on Mondays.Up to last week, everything was perfect. The report was generated at roughly 3AM, and I could modify it as needed in the morning and send it off to the interested party.Today (Monday Aug, 25), it arrived at 2:11 PM. A little too late in the day.I checked the scheduling and it does not offer the option to select a time for generation.How is the time of generation calculated? Is there anything I can do to have it generated early in the morning?As always, thank you! 

We would like to implement a configuration where user accounts in DocuSign are automatically assigned different accounts and permission profiles based on their Active Directory (AD) group membership. Please confirm if this approach is supported with SAML/JIT provisioning setup, and if any additional configuration steps are required on either the Identity Provider or DocuSign side. We are using Entra ID as IDP.

Hi everyone,I believe I can create a public link on the website for customers to sign a form based on the template i’ve created. I have some questions:Can the customer upload a PDF document with prepopulated fields into Docusign and then sign the document?  Can additional supporting attachments be uploaded as part of the envelope but does not populate into the template/form e.g an image of license Can certain fields (excluding the signature field) be completed in Docusign after uploading the PDF where some information is prepopulated? and can that be any field? (the form has set fields that are prepopulated already and set fields that require input) Can we use phone verification for customers accessing the form via the URL on website If we have multiple forms, can we use the same URL or do we require multiple URLs?  Set rules/questions to signing parties. The problem we have is customers will only have 1 party sign even if they require 2. So a question to ask their structure before doc

Hello All,I set up a DocuSign template where users can send agreement us customers. Once customers sign the agreement, I want those agreements to be stored in a SharePoint document library. I set SharePoint app in the Connection.Then I set up rule and action in the DocuSign.In the action part under the Customize file and folder name/path, there are several options which do not help my idea.I want to capture some document custom fields into the file name so that when it stores into the SharePoint it is easy to find by the document custom fields.Unfortunately, I could find any available solution out there.I would appreciate if some can help me on this.Thanks PS: Please see the attached image for clarification.  

The recent change to the document format we send to customers is creating significant issues. The current appearance is less professional—oversized, opaque boxes now block out text and lines on the contract, even when reduced to the smallest possible size. This makes it difficult for customers to fully understand exactly what they are signing.Previously, the signature fields were transparent, allowing all text to remain visible. The new look not only obstructs important content but also presents a cluttered, confusing, and unrefined appearance. From a customer-facing perspective, this is a step backward in clarity and professionalism.Can you explain the reasoning for moving away from the transparent design? We would strongly recommend reverting to the prior format to ensure contracts remain both visually clear and professionally presented.

Hi,Are Docusign fields supposed to have solid white backgrounds during the signing phase? I expected them to be transparent and not cover up any of the form lines/text all the way through, but in my account as soon as I kick a doc out for signing all of the fields take on a solid white background which looks terrible and is concerning since they turn to the expected transparent upon full execution...when I sign something I want to look exactly like it did when I signed it.Is this a bug or some setting I can change? Screenshots below (read captions): Editing Doc in Room (all good)Preparing for signing, still goodPreviewing...OK whaaaaaat is this. Maybe it’s just preview? read onDuring signing. Nope this looks terrible during signing.But wait! After everyone signs it looks as expected...OK is this a bug?

I have paid for a docusign account.  Cannot access account.  Seeing the following message: “Server Request Error: Could not load settings.”  I have tried mutliple browsers.  Same issues.  So far nobody is helping with this.

Hi! Hope you are doing well! I faced the issue with login in to the Docusign support portal. The error is: “If this is your first login attempt after purchasing a Docusign plan, allow 15 minutes for account creation before accessing your account. For all other log in scenarios,  contact Docusign Support  for assistance.”. But my account has been created more than 4 days ago. The main reason to get access to your support portal was create ticket for your site admins to get access to our company space, because all our Docusign admins have left from the company and we are unable to log in to their account - answer on security questions is required. I also attempted the following actions to address this problem:cleared the browser's cache and history. used the browser's Incognito window. tried several different browsers. tried a different laptop for work. permitted every cookie.The final thing I can do is ask for help from you through your community site, as there isn't a connection for co

Hi! I just published a new YouTube video on using Docusign with NetSuite to streamline your contract workflows. I cover what the standard Docusign for NetSuite connector does well, its strengths and when building a custom integration makes more sense. You’ll learn how to send envelopes from any NetSuite record type, track signer-level status directly in NetSuite, and automatically push information signers enter in Docusign back to NetSuite without manual copy paste. Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

I am sending requests via SMS using the api from Salesforce. The text that is sent is not very user-friendly. Is there a way to modify it?

Hi,I'm working on integrating a document workflow system with DocuSign via API. I'd like to know if the API allows me to initiate the signature type that someone within my company or a contractor should use to sign a document. Should it be: Electronic Signature, DS Email Signature, EU Advanced Electronic Signature (AES), or EU Qualified Electronic Signature (QES).

Hi friends,I’ve attached two images to simplify explaining this. The first one shows my PDF of the envelope (no text tab seen), and the second image shows the Correction of the envelope (with text tab “Rejected” visible). Is there a reason why I cannot see my text tab “Rejected” in the embedded signing or PDF of the envelope? Can I allow signers to see added text tabs when signing? This would help clarify if a user has rejected an envelope for all signers.Thanks

I want to make it so that the default is to allow recipients to edit an envelope as opposed to having to check the box in the “advanced settings” each time an envelope is sent. I don’t want everyone at my company to have to remember to check that box every time they send something. I swear I remember Docusign having this feature, but I cannot find it anywhere in the settings nor on any forum posts. 

Hello, The sender stated that they have sent us the envelopes four times but we are unable to receive them. We have checked the spam folder but no luck. We have the envelope IDs but couldn’t find a way to contact Support to get assistance on how to access them.  Any advice is greatly appreciated. 

Hi,I have a question concerning delegation : when a delegate signs a document on behalf of the delegator, the signature visible on the document is the delegate’s one. Is it possible to modify this setup and get the delegator’s one, with the precision it has been signed by the delegate in the envelope details ?Thanks for your help !

Is there a way to create a conditional field based on how a different recipient selects their answer. We have a 3 radio button group by signer 1. If signer 1 chooses radio button #3 we would like signer 2 to initial the page. So the signer 2 initial tag would be conditional based on signer 1 radio button #3.

I’m working with DocuSign Maestro Designer and need to get the value of a webform field/description that was filled in during a workflow run. Specifically, I want to retrieve the field values via the WorkflowInstanceManagement: getWorkflowInstance API.Currently, I have access to: accountId workflowId instanceId But when I call getWorkflowInstance, I only see general instance metadata and status details. I don’t see how to extract the actual webform responses that were submitted.

When requesting an access token via the Authorization Code Grant flow, the integration key provided in the Authorization header is not being validated.For testing, I intentionally sent an invalid or even empty integration key in the header, but the /oauth/token endpoint still returned a 200 OK with a valid access_token and refresh_token.  

What inbound network connections would DocuSign utilize and/or require ?i.e. - “If you restrict inbound network connections and allow-list specific Docusign IP addresses, you must update your allow-list to include all current Docusign IP ranges from our Trust Center by December 31, 2025”

Hello. I’ve sent a document to a couple to sign. The husband has successfully signed via his email address; however, the wife is having issues completing hers. When she clicks the ‘Review Documents’ link in her email, she says she is being directed to a page to log in to DocuSign or create an account. I’ve set up text message authentication so, after clicking the email link, she should be prompted to have a code sent to her phone. She shouldn’t be required to log into DocuSign or set up an account. Has anyone experienced this before? Is there a fix for this? Thanks.

I am considering using the DocuSign integration, but I would like to confirm whether it can meet my needs: the PDF HubSpot quote (created for the deal) must be automatically included in the same envelope as the contract that is sent out. Is this possible with the DocuSign API? Has anyone implemented something like this before?

I have a document that two recipients must complete. However, I only have the contact information of the first recipient, and the first recipient can select who will be completing the remaining part of the document. How to do so?

Docusign Discover ’25 is where developers and IT leaders come together to shape the next era of agreement management.  Whether you're embedding Docusign into your product, unlocking agreement data with AI, or scaling workflows across systems, this is where you’ll build real solutions, preview new APIs, and connect with peers tackling the same challenges. You’ll also learn how today’s eSignature implementations are evolving into intelligent agreement workflows with automation, deeper integration, and less manual work.Join us October 30 in San Francisco at Hotel Kabuki for a full day of keynote and breakout sessions as well as hands-on labs that walk you through Docusign solution building. And don’t miss our happy hour at 5pm on the 29th!   More good stuff in the September newsletter:Discover vibe coding with the Docusign Developer AI Assistant for VS Code. Understand the challenges that agreements and agreement management present to software developers. See how This Dot Labs connected D

Dear all, In some contracts registered by our partners, the Docsing system is displaying the name of the former manager, C***** B**** da C****, in the signature certificate. I need you to remove C***** B**** da C****'s name so it doesn't appear in the certificate generated for the documents, as the data has already been changed within the platform. There are two certificates that display this error, and I've attached one of them.**attachment removed**

When a member of a signing group opens an envelope, it becomes assigned to them for some time even if they don’t sign. I can’t find any option to return it to the group.Is there a way to reassign it back to the signing group without voiding and resending?How long does it stay assigned to this user?