Help Forums

Dear reader,We currently have an annual subscription and paid. We would like to cancel the 4 accounts because we no longer use DocuSign.Can I receive a credit note for this? And can I close the accounts myself?Awaiting response. With kind regards,Annelie

Hi Docusign, We are a Non-For Profit Charity, just wondering whether you had any Discounts for our type of organization. Are you able to please advise? Thank you. 

Hello team, We have a requirement where we have to mention envelope expire date in Subject or in Body of the email, solution I could think of creating a formula field(Deadline) , and using that in Subject (or body). As per regional settings Salesforce date format is DD/MM/YYY , and also earlier regional settings in Docusign was as per USA, I updated to DD/MM/YY, still Date format is in YYYY-MM-DD format OR do we have anyother option to mention expire date in Subject or body? Can anyone please help what could be the issue here?? Thanks

Hi all, Is there a way to include a time stamp as part of the general fields? I cannot work out how to add a time stamp next to the date signed. Thanks. 

Hi all, I have a Connect configuration set up with OAuth 2.0 enabled. When I send an envelope request using the API, and I DO NOT include the `eventNotification` section in my envelope definition, everything works as expected - an authorization token is retrieved from my OAuth provider, and then included as a bearer token in the header of the callback request (which just goes to the URL defined in the Connect configuration). However, I would like to have per-envelope control over the callback URL. To do that, I include an `eventNotification` within the envelope definition. As part of that eventNotification, I am setting `includeOAuth` to true, and `integratorManaged` to true, as per the instructions on this page:https://www.docusign.com/blog/developers/introducing-oauth-partners-docusign-connectThat page specifically says:You can use this parameter for account-level and envelope-level configurations.so I think this should work. However, when the event callback is sent to my webhook, th

Has anybody seen an issue when trying to sign via a mobile and a message showing unable to start signing process?

Hello!I am currently using the Apex Toolkit to send envelopes from Salesforce and i have a question about Tabs. I have a TextTab with an hardcoded value (so i use the withValue() method) that i am attaching to a recipient. This tab is not read-only, so the recipient of the envelope can update the field. My question is: where does this tab value go once the document is completed and saved back to Salesforce? I tried looking on theDocuSign Envelope Document object and the DocuSign Envelope Recipient but i don't seem to find it. My requirement is to save back the value of this tab with a trigger on another object, so i need to  be able to access those tabs and values from somewhere in salesforce.I hope i gave a clear enough explanation.Thank you

I am attempting to obtain all completed envelopes (received, sent, deleted (disappeared from the trash Folder), and shared) that a currently logged-in user has access to, by calling the liststatuschanges API. However, when specifying the following minimum set of parameters, only envelopes that the logged-in user has created are returned with CC'ed files, files received upon signature request, etc. missing.status=completed&include=documents,folders&from_date=2024-01-01 When folder_types=normal,inbox,sentitems was included, I was able to confirm the return of sent and received files, however, deleted files (disappeared from the trash Folder) and shared files were not returned.Is there a way to obtain all files, including deleted files, that a presently logged-in user has access to, in a single API call?

I’m running a workflow overview report and wanted to know the logic behind the column 'Expected Completion Date'. How is this field calculated?

Hi, I would like to know if it is possible for a recipient to cancel their signature as long as the sender has not signed it yet. I would also like to know how to access my trash, as I thought clicking delete would cancel my signature, but I found out that was not the case.

Hello everyone!I am generating a document using DocuSign CLM. I have a text box field in the intake form and am using a Rich Text Merge Tag in the Word template to display it.Is there a way to eliminate the extra spaces in the text box field within the document? For example, if the user accidentally inputs unnecessary spaces or paragraphs at the top or bottom of the actual content in the in the text box field.It would be a big help if someone could assist me with this.Thank you!

How do I obtain all my saved emails from my docusign database? Or access it to clean it up 

Why it doesn't fill up the recipient's  full name ( or any info) in field when preview? 

How do I change the country code for telephone when I want to sign . now the country code is France but it should be Netherlands.  How do I as signer change that. or has it to be changed by the originator ?

We have been using a PowerForm for some time that has two pages (a termination form with sensitive personnel info, and a notice that goes to IT with information about the term). There is one “signer” (the manager completing the form) and one “recipient” (IT who just receives when completed). We have visibility set up so that IT only gets the notice, not the page with sensitive info. It works perfectly…We are trying to set up another envelope with multiple documents (offer letter, benefits information, background authorization release forms, pre-employment drug screen info, and a notice to IT about the new hire) with three “signers” and two “recipients.” In this scenario, I’d like for all the signers to only see the pages they have to sign, and the recipients to only receive the relevant pages (again, those without sensitive information). I cannot get visibility to work with this envelope when I set up the PowerForm and am reading that visibility shouldn’t work with PowerForms; however,

I had a real estate contract signed by a seller last week, and was getting to it today to sign it on the buyers said, and it now says the link is expired for security reasons, and it’ll resend it, but my email is not receiving another email from them. What should I do? I need to get this signed on my part.

I have a question, and I’m NOT sure Docusign is for this BUT,… Is there a way I can upload a Car Title from Ohio to be signed by someone in Arizona?!?

I was completing some camp forms and saved to finish later.  Now they are gone.  When I try to reopen from the emailed invitation it says the forms have already been opened.  I press the yellow “Go to Signing” button and get an error message.  This has happened multiple times. 

i am new. i have sent 10-15 documents. today unathuroized came up on my screen when adding a new document

Good morning, How would our admin be able to share other existing templates with another employee? When DocuSign was set up for me, it did not include all of the templates. Thank you,Kaila

Hi, We have the eSignature Business pro with 1 seat, which I am currently using. We want another person to also use as well. But, without being able to see each other’s documents sent for signing. Is this possible by adding an extra seat and user? Or how can this be done?

Hello! I for got to add a word in my document. I noticed it before the template was sent. Is there anyway to edit to add a word with out making a new template?  Thank you

AFTER MY TRIAL I PAID TO ACTIVATE MY ACCOUNT. I PAID 15 DOLLARS, I RECEIVED MY ORDER CONFIRMATION BUT THE PLATFORM STILL SHOWS A MESSAGE THAT I HAVE TO PAY AGAIN. NOW THE AMOUT THAT SHOWS IS 45. I DO NOT UNDERSTAND. WHY DO I HAVE TO PAY AGAIN 45 MORE?  PLEASE HELP 😭  I HAVE TO SEND A DOCUMENT ASAP

My envelopes are coming back with a white window covering the pages: The signature camp was at “Titulado”Could you tell me what is causing this and how to resolve it?Thank you in advance.

When I’m listed to receive a copy from DocuSign, it’s not showing up in my completed list, is there a way to have this updated to where all documents show up in the completed file even if you do not need to sign?Thanks,Linda