Help Forums

We have edited our Resource Files for the Agent and the Customer emails, but when the Agent has yet to send to Customer the reminder that is sent to the Agent is the Customer email. Is there a way to resend the Agent reminder email to the Agent instead of the Customer? We are also sending everything out via API. Hope that was clear? Thank you,

Hi,I am updating an embedded signing flow that uses a iFrame element on a page to use the Docusign JS method defined here (https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/#docusign-js). I get the recipient URL and pass it to the following code:  var iframurl = "{{iframeUrl}}"; window.DocuSign.loadDocuSign('xxxx').then((docusign) => { const signing = docusign.signing({ url: iframurl, displayFormat: 'focused', style: { /** High-level variables that mirror our existing branding APIs. Reusing the branding name here for familiarity. */ branding: { primaryButton: { /** Background color of primary button */ backgroundColor: '#333', /** Text color of primary button */ color: '#fff', } }, /** High-level components we allow specific overrides for */ signingNavigationButton: { finishText: 'Custom Button Te

Detect a pdf signed by DocuSign in the DLP based on metadata. Is there a way to detect a file signed by DocuSign in Purview DLP's? Sample Sudo code below, (assuming DocuSign signed pdf file has some property which Purview can detect, which I can use in ContentPropertyContainsWords condition. ) # script to create 'HK Test Delete after Aug07'New-DlpCompliancePolicy ` -Name 'HK Test Delete after Aug07' ` -Comment 'HK Test Delete after Aug07' ` -Mode 'TestWithoutNotifications' ` -ExchangeLocation All ` ; New-DlpComplianceRule ` -Name 'TST - HK Test Delete after Aug07' ` -Policy 'HK Test Delete after Aug07' ` -AdvancedRule '{ "Version": "1.0", "Condition": { "Operator": "And", "SubConditions": [ { "ConditionName": "AccessScope", "Value": "NotInOrganization" }, { "ConditionName": "ContentPropertyContainsWords", "Value": [ "SignedBy:DocuSign", "SignedAtIPLocation:142.250.73.78" ] } ] }}'

Hello, can anybody tell me if it is possible to upload documents in DocuSign in color? I noticed the default is to convert documents to black & white during upload. Tanks.

I work for a company. I created a dev account before the company made an organization and invited me to it.Now, when I log in I have two accounts.Company Name (the one that was created when I created my account) Company Name, Inc (created by the company I work for)I need to removed the first account. It’s interfering with our development because when I try and auth it’s pulling data from the wrong account.All the documentation about how to cancel or downgrade do not apply here. I can’t open a Case because I do not have a production account.I can provide account numbers. I’m attaching a screenshot of what it looks like when I log in.How do I resolve this? 

I am sending documents to a client and they are not receiving in their email...no clue why this is suddenly happening. Anyone had the same problem or know how to correct?

When try to edit templates in salesforce, it messes up alignment and everything. What would be the reason? or What would cause this issue? 

I originally created a template and after testing it successfully, I decided to make it a Web Form.  Everything so far has populating correctly, except one formula.  The formula calculates based on the value from a drop-down * another formula.  What should I modify to make it work successfully with this Web Form?

I’m having an issue with PowerForms that I’m assuming is user error, but can’t seem to track down the issue.  I’ve created a template with four signers that I have successfully tested.  I then create a PowerForm using that template, confirming the four named (but no email included) recipients, but when I use the URL to test the form, it goes directly to showing the documents without any fields to populate.  I am not prompted to fill in the names or email addresses of any signers.  I then receive a notice via DocuSign (as both administrator and including my email as receiving a copy) that the form has been completed.  The included documents are just the blank forms.  I have tested this by both using a different browser where I have never logged into DocuSign from and my personal computer that has never signed into my work account.Any thoughts on where in the process I’m going wrong?  Thank you.

How can I implement notary using DocuSign video conferencing? Can you please provide the code implementation for Remote Online Notarization?Can you please help me

Using eSignature for SalesForce latest version we receive the following in the DocuSign Files section:Docusign Negotiate is not configured for your account.I do have DocuSign Document Negotiator permissions.

Out of nowhere we are now receiving the error message when someone submits a web form.Account or user does not have permission to set recipient email notifications.The account authorized to send as has an admin role and has the right permissions. 

We need to send some envelopes with ICP-Brasil digital certificates. However, this must be done through the Docusign Apps Launcher (Salesforce). Is this feature available? If not, is there another way to do this?

You have not processed one of my refunds. I can’t open a support ticket because I am not a paid member.  I have checked, there is an outstanding refund due. Please advise

We implemented an SAP Ariba integration successfully in 2022 using OAuth 2.0. Today, we have doubts as to the request to close the account for the person who was the SAP Ariba Admin when we configured this integration.  It is our understanding that we needed this individual to have a DS Admin account active in DocuSign to get the admin-user consent for OAuth working in SAP Ariba. What I am less clear on is if that was a one-time consent or we need to keep this named account active ongoing while using this integration. I am seeking advice on maintaining the SAP Ariba Integration without having to reconfigure it when someone on the SAP Ariba Admin team leaves. Does anyone have working knowledge of the SAP Ariba DocuSign integration that could provide some advice?  Thank you.

I am new to DocuSign and have been trusted to implement digital documents for our K3-12th grade private school. We currently have an IAM Professional License.So far I have managed to:Create separate templates for each document that we need to complete Create a Document Custom Field that is a dropdown menu for each grade. Create an Envelope Custom Field titled Student Name. Set rules for each document and grade to archive each document to the correct Google Drive folder.My intention is to:Send an envelope for each grade level so that parents only receive the documents that they need to complete for their specific child (K3 parents only need three, but 12th grade parents need about eight). The Student Name will be uploaded via bulk send with the recipient/role information. As a document is completed, the storage pathway would ideally be as follows: Google Drive > Completed Documents Folder > Grade Level Folder > Template/Document Title Folder > +Student Name (document title)

Is there a simple way to get help using docusign?  I'm old school and would like a human being who can/will answer a question  or two about docusign, in real time.  I there a phone number I can call?  Please help!

We have an unknown $20 charge “Docusign flex” on our credit card account.  There is no invoice for it and I can’t get anyone to help.  I tried to login to the support center to create a case and I get the following error:“ Unable to log in. 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.”PLEASE HELP! 

Hi allCurious to know if it is possible to solve the following scenario:Templates are used for various HR-related requests e.g. Request a Travel Ticket; Apply for Parental Leave etc.I’m wondering if it is possible to use a Template, convert to a PowerForm, and somehow ‘inherit’ a user’s Job Title, Department, Line Manage, or other, to pre-fill a placeholder on a template without having to manually enter. Currently the envelope will route to the initiator to fill in name and email address (it can also be configured to CC to a HR alias), but when eSign is launched and a template invoked, the user must manually fill in details on the template before submitting further.Any suggestions ?Thanks

Hi everyone,We're using the DocuSign API to send legal agreements (Unilateral Undertaking and Customer Supply Agreement) via our platform. The envelope is generated using the primary user's profile — it includes their name, address, and other key details. That user is assigned as the signer and receives the envelope via email.However, in many cases the property has two owners, and we need both individuals to sign the same document — even though it’s initially triggered and sent using just one user's profile and email.Our goals: The primary user receives the envelope and signs as normal. The same envelope should allow a second person (co-owner) to sign. This may either be: Another signer using the same email address, or A second signer added by the first signer at the time of signing (if possible). Our questions: What’s the best way to set up the envelope via the API to allow two signers, if we only have the primary signer’s email at the time of sending? Can both recipien

We’ve just published a brand new developer use case focused on Compliance and Identity Verification, and it’s packed with ways to help you build secure, compliant verification flows right into your applications.Whether you work in financial services, insurance, or any industry that requires strong identity checks, this guide walks you through Docusign tools and APIs you can use to:Verify signer identity with multiple authentication options   Meet industry regulations while keeping the user experience smooth   Integrate verification directly into your signing workflows  Check it out here: Compliance & Identity Verification Use Case What kinds of solutions are you building for this use case? We would love to hear your thoughts. Share your feedback in the comments so we can continue making these resources even better for you! 

With SOAP API, I can send envelope up to 35 MB most of the time. If it’s more than 35 MB, DocuSign returns error REQUEST_ENTITY_TOO_LARGE. However, I had a case where envelope contains a 17 MB PDF, with 2 supplement files (10 MB and 14 MB). The envelope was sent successfully. Why?WIth REST API, the limit is 25 MB. If envelope sent is more than 25 MB, DocuSign returns error request is too large. Sent envelope with 30 MB PDF and error returned is:REQUEST_ENTITY_TOO_LARGE - The request size of 41625837 bytes exceeded the maximum size of 35651584 bytesFile size is 30,487 KB. The maximum size limit is not 35 MB. Should the limits be different between SOAP and REST? I’m trying to figure out whether the issue is on our server.

I am a DocuSign admin, developing templates for the company. I created a template and when I went to test it got an error message that only said, “Unable to create the envelope.” I had no idea what was causing the error. Then another admin tried and got, “The Tab formula is not Valid. Tab formula for tab Sales Amount...” and from that I knew exactly what the problem was. Why am I getting such a useless message? I checked my user settings and couldn’t find anything about displaying vague error messages.

Hello, I have used DocuSign at my company every day for 7 years, and today I received the following message when I tried to go to the website: Access to www.docusign.com was deniedYou don't have authorization to view this page.HTTP ERROR 403 We just paid the renewal so I don’t understand how I can’t even access the home page. I haven’t been able to use it all day. Is anyone else experiencing this issue and how can I fix it if I literally can’t even get to the website? I’m amazed that the Community function is even working.

I signed up for an IAM professional account thinking I would be allowed unlimited envelope sends and power form responses. I paid for this subscription due to this feature but it’s now not working and Docusign isn’t allowing me to open up a case with support. Any support would be greatly appreciated. My job requires a lot of envelope sends and signatures and if I can’t solve this problem I will go to another platform. Thank you! ERROR MESSAGES: I keep reaching the envelope limit with this error: The envelope allowance for the account has been exceeded. And when I try to submit a power form response there’s this error message: Unable to load PowerForm signing process. Error: An error has occurred.