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Hello, I'm looking for a Best Practices Guide to be abble to delegate specific admin responsabilities to trusted team members- without granting full admin access...Does a corporate template exist and show the signature wokflows? Thanks

I have an eSignature Business Pro subscription and should be able to send 10 envelops to 99 recipients per month. I am still within my 10 envelopes but not able to send an envelop to more than 19 recipients. Could you help me how I can send the envelop to more recipients. I need to send it to around 33 people.  

Can anybody tell me why this doesn’t work?I have configured the below in the Envelope Template within Salesforce.  We use Microsoft Word documents to create the Gen Templates.I’ve set the PO Number text box to ‘required’ so that if the picklist is ‘Yes’ then the PO Number should be visible and is mandatory for the signatory to populate. Thanks 

Hello,Could you please explain why email subject > 100 caracters are allowed trhougt Docusin_EmailResource customization but not with method RecipientEmailNotification ? 

Hello,According to your documentation, it isnt possible to customize emails sent after "Voided", "Declined" and "Complete" status with data specific to our company. However this is possible with signing invitation email in the case of remote signatures. Am i wrong ? Why can we customize only one mail ?  Regards,Arthur

I signed a document this night at 0:40 from Paris, France, date of signature has been marked as yesterday instead of today.

Dear DocuSign Support Team,I hope this message finds you well.We would like to confirm whether our DocuSign account currently has the Part 11 module enabled to support compliance with FDA 21 CFR Part 11 requirements. If it is not yet enabled, we kindly request assistance in activating this module for our account.Please let us know if any additional information or documentation is required from our side to proceed.Thank you for your support.Best regards,Kenny Hsieh台寶生醫集團 Taiwan Bio Group

Here are some of the latest popular questions that developers asked in the Docusign Community and on Stack Overflow for the month of October 2025.Thread: Salesforce Apex Toolkit cannot override Email subject from Docusign Envelope template

I am creating a form that needs signature from a pdf file. Tis is for someone else.I want to send that form to them so they can sebd it for signature.I cannot work out how to do that.I have google and used co-pilot but am getting steps that are not available to meI am the administrator of a eSignature Business ProAny help will be welcome

We were able to use the dynamic dropdown option for multiselect when setting up a dynamic approver step initiating via DocGen.  When those applicable groups are selected, it looks for the task group associated with those approvers and assigns correctly.  What we are trying to do now is to extend that same functionality to the eSignature step.  I have tried to use the same variable we used for the approvals, but seems that the eSign cannot look into the task group to assign a user as I keep getting the error that an email has not been defined.Can I somehow apply the same logic but to a signature step where it can identify and assign a signer?  Or is this not possible and need to be executed manually?  This is a dynamic selection and could be different every time this form is submitted.  Thank you!

If a contract gets signed in eSignature (stand alone document), is there a way to feed that document back to CLM so it can be part of the overall file structure built in CLM?

I have a webform I created and have a few questions regarding it and the signing session that is generated after completion of the form. When I copy the URL to complete the webform, it is the same URL each time.  Do i use the same URL for every person I want to send to, or is there another method I’m supposed to be using to send it to different people to complete the webform? When someone is completing the webform, how do they save progress if they want to come back to it later, I’m not seeing that option? When the docusign signing session opens up, if I click on Finish Later, I’m not seeing any emails that come to me to allow me to restart the session?  Upon starting the webform completion, there is an individual name and email address I enter that as I understand is used for the webform and docusign session, but I don’t get any emails that I input there.

Hi Everyone! I am trying to create a simple workflow with maybe 1 or 2 steps to combine two documents together. One is a document an individual will upload and will be different every time. The second is a static document that is stored in clm.  I don't need anything to be sent out for signature, this is just a simple flow that I am trying to get to work.  These two documents are supposed to be combined together under the Combined Documents  So, the testing document is supposed to be under the same tab as combined documents.  Any suggestions? 

Dear DocuSign Support,We would like to verify the authenticity and timeline of a DocuSign transaction related to the following Envelope ID: B7A459E9-FB2D-4FCC-8335-45C66F4D3738.Context:We are analyzing two signed PDF files and two Certificates of Completion that appear to belong to this envelope.However, we observed two different timestamps and certificate chains:- The CoCs show the "Signed" event as 09-Dec-2024 at 07:37:25 (Pacific Time).- One PDF also displays this same timestamp in its footer.- The second PDF, however, shows a later timestamp (30-Jul-2025 03:35:17-07:00) with a DigiCert AATL certificate instead of Entrust.We kindly request your official clarification on the following points:1. Do both PDFs belong to the same envelope (ID above)?2. Is the "Signed" event on 09-Dec-2024 the legally binding signature for the envelope?3. Does the later 30-Jul-2025 timestamp correspond to a re-seali

Hi there,I’m getting the following error when requesting an access token from the authorization code previously generated by Docusign:{ "error": "invalid_grant"}I’ve followed all steps in https://developers.docusign.com/platform/auth/public-authcode-get-token/. I can easily get an authorization code, but when using it to request an access token I get above error. This is the request I do:POST in https://account-d.docusign.com/oauth/token with:code=<code returned as query param in the redirect_uri>grant_type=authorization_codeclient_id=<my integration key in development environment>code_verifier=<my original

Hello,I'm developing an application using the eSignature REST API (via the Node.js SDK) and facing an issue with embedded signing. The `signing_complete` event is not being sent from the DocuSign iFrame to my parent application via `postMessage`.Here is my current setup and what I've tried so far:**Workflow:**1.  **Server-Side (Node.js/SvelteKit):**    *   I create an envelope successfully.    *   I call `envelopesApi.createRecipientView()` to generate a `recipientViewUrl` for an embedded signer.    *   Crucially, I am including `frameAncestors` and `messageOrigins` in the `recipientViewRequest` pointing to my local development origin (`http://localhost:5173`).    ```javascript    // Simplified server-side code    const viewRequest = {        returnUrl: `https://example.com/docusign/return`, // A simple fallback page        authenticationMethod: 'none',        email: user.email,        userName:

Hi, I’m seeking information on how you customise the Email Subject to include the customer name when creating a bulk send. I understand how to do this for individual templates (and are using successfully), but am not having success adding into the bulk send template.The reason is that signed agreements will come into a Shared Mailbox, and I need the multiple users to be able to easily identify which customer the envelope is from (without opening). I have read the related articles in the DocuSign support material and watched numerous Youtube videos, but none address this. Is there specific data you need to add into the CSV file to get this to work. Thanks in advance.Patricia

Our client is utilizing DocuSign Apps Launcher, and using DocuSign Envelope Templates to tag Documents for Clients to fill out.  Some of the information they would like to have pre-populated from Salesforce, so we added the Merge Fields.The settings for the Merge Fields are to not write back to Salesforce, yet any updates made on the documents are writing back to the identified merged field in Salesforce.How can we stop the updates from coming back into Salesforce?  We need the forms to populate with the information known, but if it’s not in Salesforce, and is added after the document has been generated, we do not want those updates going back into Salesforce.

Good day I created a web form that is associated with a template. It works as expected, except I notice that when a user fills out and completes the form, I am being emailed a confirmation of the e-signature along with attachments (the signed form, and any attachments the user uploaded).I want the email to be generated, but I want it to go to a different email address. On the template’s “Add recipients” section, the first signer (which is set to “Needs to Sign”) is “Requesting User” and email is blank (assuming the applicant is to complete the form). The second signer is the role and email address I want to get the response after the user has submitted the form. That second signer is set to “Receives a Copy” and the address is hardcoded into the “Delivery” section.How might I accomplish this? 

As per the older posts I have tried to locate the "My Preferences" tab and the "Contacts" tab of which i have neither anywhere on my profile, even when clicking my account icon. The only way i can see my contacts is when I click on the address book icon when inserting the name of the addressee. However when I click on this, I am unable to edit the contacts information. I am at a loss and I do not understand how something which should be incredibly simple is turning out to be such a difficult task.

Hello,I want to test this scenario for my client : In Dynamics 365, when I start form accoutn and click on “Send with Docusign”, I can’t choose an envelop template.On a technical side, I activate Docusign integration in D365, I created 2 envelop template in docusign, I set all D365 privileges for docusign table.When I go on Docusign Admin setting in Dynamics 365, I can’t see any module for templates.Could you help me please ?Notes : I test with the TRIAL.

I used to have for our startup a paid account. I downgraded it and now have it as free account.  BUT we still need the monthly invoices. There is no way to get these invoices. Support is pointless as “you need to have a paid account to access support”. The documentation shows only how it would work on a paid account.  

When I click support it asks me to login. When I login it says '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 login scenarios, contact docusign support for assistance. I click ‘contact docusign support’ and get stuck in a loop. I have been a customer for around 3 years now and this has always been the case since I created my account.I tried to phone their office and spoke with an AI that said it could not connect me to a human and if I needed support I should go to support on their website. No wonder this company has such a terrible trustpilot score. If you would like to know my reason for contacting support, it is that when I signed up for Docusign it clearly stated that I had unlimited envelopes, as per the screenshot below:

Hi everyone! 👋I’m trying to create some performance and workflow reports within DocuSign CLM, and I’d love some advice from the community on the best way to do it.Here are a few examples of the reports I’d like to build: User Productivity Report – showing the number of contracts created, finalized, and the average time per workflow step. Bottlenecks by Stage – identifying where contracts spend the most time (e.g., Legal Review, Internal Approval). SLA Compliance Report – comparing expected vs. actual time per stage and flagging when deadlines are missed. Monthly KPI Dashboard – summarizing key indicators like total contracts, average cycle time, and overdue SLAs. I’m curious to know: Which tools or dashboards within DocuSign CLM can be used to generate these kinds of insights?

Hello,I was reviewing one of the templates in Docusign and I noticed an envelope ID on the top document before it was even signed, any suggestion on what happened or if there is setting that I need to turn off?Can the API embed the envelope ID into the PDF document when preparing the envelope?   Best regards,Emad