Help Forums

We are creating a rather complex document / form for someone to sign.  They need to answer questions (yes/no and true/false) and are using conditional formatting for a few of them as well.  However, we would like to test out the form before sending it but it seems like the only way to test is to send it to ourselves.  Is there any way a document can be viewed/tested without going through the signing process?  It would be a big help!  Thanks.

Can’t send my document, I don’t care about no comments, i used a PDF, no comments on the DocuSign either, I don't know this error. I already changed to a paid plan to add more signers, this DocuSign is so freaking annoying. already read all the posts here to. “open a case” is a joke, right?

I’m trying to use the simple send.sig.request script to send signature requests, but it is not at all clear how to get the access token. The JWT seems like overkill as I don’t need to impersonate everyone, just access as a single user, but I don’t want to deal with popping up web pages and whatnot for consent - it just needs to send the request. The instructions say to setup a redirect uri, but it’s not at all clear what the uri is supposed to do when whatever redirects to it…Thanks for any help...

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 This email is no longer active (hacked) and I am now using l*****************@gmail.com.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? 

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

I have a signed document with the following page identifier. What do these numbers all represent?20238 • (2679820.2).doc

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

We need to export a number of completed envelopes for our external attorneys.  I added the BOX integration but can’t figure out how to export completed items to BOX in bulk.  I also opened a support case to possibly use the Docusign Retrieve app.Anyone have any other ways to accomplish this?

Hi all,I am supposed to sign documents using my company e-mail but I am not able to get through identification process, I tried using other browser, restarting, incognito mode, etc. but nothing helps. I stuck on the Connection Speed Test page - I enter it and nothing happens. Any ideas what to do?

I have internal signers that do not want to have to do the Identity verification questions on a packet. We still want the clients to have to do the Identity verification. Is it possible to verify the internal users via their email address and to have the external clients verify by the Identity verification questions. 

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?

Hello,We are using IAL2 compliance identity verification and want to customize email body when sending documents to customers. I am sending my template in emailblurb property within envelope definition. But somehow it is overrriding and sending me some default email. Can you please help me here? Do we have any restrictions on email body if we are using IAL2 IDV ? Thanks!

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?

received this, is it real? We need additional information to complete our reviewFrom *****.****@********.com via Docusign <dse@docusign.net> Sender DocuSign System <dse@docusign.net> To BOBBY RIDING <****@******COM> Date Today 4:41 pm Message Body

Hello,I’m using a DocuSign template that is sent via the API and pre-filled with dynamic values (for example: full_name, date_from, date_to, price, etc.).The values are populated correctly using Text tabs (via tabLabel), however I’m running into a layout issue:The text fields have large visible gaps, because the text tab has a fixed width. Since the data is dynamic (names, dates, values can be longer or shorter), I can’t reliably determine how wide the field should be ahead of time.My questions are: Is there any way for a DocuSign text field to automatically resize (shrink/grow horizontally) based on the value that is injected? If not, is there a recommended best practice for handling dynamic inline values in legal documents without creating large spacing gaps? Are

Even when I have gone through all the pop up tool tips when creating an envelope, they still appear with each new envelope.  I checked through all settings and don’t see anywhere where these tips can be disabled.  It’s very annoying and time consuming to keep clicking on the X to make them go away!Thanks in advance!

Hi everyone,I’m running into an issue where I cannot retrieve the actual comment data from an envelope using the primary Get Envelope endpoint, even when including all relevant parameters.The Goal: I want to retrieve the contents of commentThreadTabs (specifically the comments array) in a single request to avoid making multiple calls per envelope.The Problem: When calling GET /v2.1/accounts/{accountId}/envelopes/{envelopeId} with the following query parameters: ?include=workflow,documents,custom_fields,recipients,tabs,prefill_tabsThe response returns the commentThreadTabs object, but the comments array inside it is always empty.Observations: If I use the specific GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/tabs endpoint, the com

Long story short, I had an embedded E-Signature set up and working without issue last month. Now it only works on my staging server and not on my local. Locally I’m receiving the screenshotted error in my console along with many more. I’ve been trying to work through it with google and other posts be am getting no where and falling behind on my development schedule. Any assistance would be greatly appreciated.Thanks,Andrew

I'm getting USER_AUTHENTICATION_FAILED errors when creating envelopes via the API in production, even though JWT token generation and get_user_info() succeed.Setup:Production account: eSignature Business Pro Authentication: JWT (Service Integration with RSA keypair) Integration Key SDK: docusign-esign PythonWhat Works:JWT token generation succeedsget_user_info() returns account detailsAdmin consent grantedWhat Fails:EnvelopesApi.create_envelope() returns: Error: (400) Bad Request errorCode: USER_AUTHENTICATION_FAILED message: "One or both of Username and Password are invalid." Trace-Token:Code flow:Get JWT token via request_jwt_user_token() Call get_user_info() to get account_id and base_uri Set base_path to account.base_uri + '/restapi' Set Authorization header wi

Have been confused by the Seat vs User scenarios, but think I’ve got it now. However, trying to figure out how I can add another User without adding more envelopes (seat). We would be lucky to do 40-60 in a year, but it would be very helpful if it wasn’t all me as User doing the work. Looking at older posts it looks like there was a way but now isn’t (without spending more money)?Don’t need more envelopes so we don’t wish to pay for another license. If that’s not possible, what happens if I need to go on holiday?Thanks for any advice - or links to more I should read.

RecipientViewRequest viewRequest = new RecipientViewRequest();viewRequest.setReturnUrl(redirectUri); My redirectUri is 'http://localhost:8089/callback'and after user do sign and click finish in loaded iframe - below call fails'http://localhost:8089/callback?event=signing_complete'with error 'The connection is blocked because it was initiated by a public page to connect to devices or servers on your local network.' What this error means and how to resolve this issue. Please help

Hello,I’m working on establishing a connection between the monitor and Splunk, and I keep receiving the following error message: “Could not parse the provided public key.”I’ve checked the public key several times, and it appears to be correct. Do you have any idea what might be causing this issue?  Best regards,Emad

I’m new to being a user of Docusign after a dozen years of signng for vendors/providers/clients.  However, the onboarding has been very difficult. I was not able to utilize my first months 5 agreements for signature because I could not always upload from google drive. I’ve set up envelopes and used docusign successfully twice so I thought my learning curve was short. However, today it tell mes “only an Administrator can establish the sequence for followup if document is not signed righ away  i am the only user on my team I was recognized as Administrator in December but now not.  This is crazy and a big waste of my time. It appears I’ve now lost the envelope and agreement because i didn’t click through to send since I wanted to get some help with the sequence. I’ve just lost over an hour of my time.

Hoping someone can help,My company has been using eSignature API in our application for a couple of years. As part of our DocuSign implementation we periodically check for envelopes that have been updated using a request with the following format:GET https://na4.docusign.net/restapi/v2.1/accounts/[accountid]/envelopes/status?from_date=2025-09-06T23:25:57Z&from_to_status=changedGenerally this works fine, but we’re getting 408 - Request timed out - responses in some cases and I can’t see any obvious reason why. Any ideas?Some other things to note:This may be related to the fact that this is uses the na4 data centre. Similar requests made to ca or eu work without any issues (in the eu region myself) According to our logs, it’s gen

Hi DocuSign Team,Like many on here, I am unable to create a developer account as it fails to send the verification code. I am also unable to create a support ticket because it throws an “Unable to log in” error on selecting the service I’d like to log into. This happens before I’ve actually entered log in details.I am also unable to select anything other than “I can’t log in” from the “More support options” > “I can’t access my account” drop down, which does not provide a text box to enter my details. If you could enter a support ticket for me, or DM me a contact email  or similar, that would be great. Cheers