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8566 Topics
A
Newcomer
abcraychNewcomer
asked in eSignature
Template merge fields not working for PowerForm envelopes

We have several envelope templates with merged fields in the DocuSign email alert. For example, the subject line for the email alert is: Please Sign: {signer email address}. We use a PowerForm with each of these templates. We created the templates and PowerForms in 2022. In September 2024, I noticed that the merged fields were not appearing in the email subject when the template was initiated via PowerForm. I submitted a support ticket (case # ********) and after several weeks, this was their response: We have explored several workarounds to meet your needs, but unfortunately, the existing behavior of Docusign with power forms does not allow for the intended functionality. While the merge field works seamlessly for standard envelope sends, it seems we have hit a roadblock with the power form setup. They suggested I post to this forum so developers could use as a “new feature” idea. However, it’s not a new feature; it used to work. Also, there are DocuSign “how to” articles on this very

243
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Community Moderator
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Newcomer
Dave WDXNewcomer
asked in Docusign Connect
How do I link one of my Apps and Keys to only one of my connects

I am currently trying to set up my DocuSign account so I have on App & key for each of our pre prod environments (Dev,test,staging) I would like to have three different keys, one for each environment. In turn these three different environments will have a connect for each one, how do I specify that a certain app should only use a certain connect, I can add them all into each one, but it gives me tonnes of failed messages

252
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Community Moderator
K
Newcomer
KjwrightNewcomer
asked in eSignature
Template

I would like to use a generic template then add a different page for each recipient I need to sign. Can this be done?

92
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Community Moderator
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Newcomer
DollyNewcomer
asked in eSignature
refund

I canceled my yearly membership months ago during 2024. I was just charged the yearly renewal fee on March 3 I’ve reached out to DocuSign and no one has called me back I’ve also reached out to my bank I am just looking to get a refund process, but it seems like you have to jump through hoops and you can’t speak to anyone unless you’re opening a new account When you log into my account, it says I have a free account so I don’t have an account anymore, but I’m still being charged the yearly fee. I am looking for help and obtaining my refund

204
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Community Moderator
A
Newcomer
albygpaNewcomer
asked in eSignature
Can a signed contract be deleted without my knowlege?

I am looking for a contract that i thought we signed about 6 months ago and can’t find it. The company that initiated the contract sent it to me via docusign and I signed it. They have a paid docusign account and i have a free one if that matters. Could they have dleted it without me knowing it? is there any way to verify if they did that?

254
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Community Moderator
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Newcomer
MrsStuart411Newcomer
asked in eSignature
Login Requirements are not on my dashboard

I need to disable an account being required for recipients. I have Googled everything to do it but the last step isn’t possible. I do not have “Login Requirements” on my menu/dashboard anywhere. I did the following: Admin > Security Settings. The next step said to find the “Login Requirements” section but I do not have one. All I have is Account Security, Authentication Settings, Password Security and Account Discovery. I need help because I have docs I need to send out and can’t because it’s making the recipients create an account and they don’t want to do that.

142
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Community Moderator
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Newcomer
NandamuriNewcomer
asked in Docusign Admin
Request to Enable SMS Feature in DocuSign Developer Account

I am currently using a DocuSign developer account for testing and integration purposes, and I would like to enable the SMS delivery feature within the account. However, I am not seeing the option to activate it in my settings. Could you kindly assist me in enabling the SMS feature so I can continue testing this functionality as part of my integration?

342
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Community Moderator
J
Newcomer
jchmielakNewcomer
asked in Salesforce
Template generation error when access to field granted by Permission Set

We are using Salesforce Minimum Access and System Administrator profiles for users, where they have basic access to objects and fields. Access to custom fields is granted via the Permission Sets. When I try to generate template I have following error: Could not generate document “Template Name” [103] Please ensure user has access to all the fields in template. 'Activation_Fee__c' Reference ID: f0ee0172-0614-47be-969c-d30eaf2c704d. I have granted access to this field by assigned Permission Set. When I set this field read and edit on Profile, then the problem is gone. It looks that DocuSign checks access only on Profile level, not the Permission Set. Can anyone help with that?

1062
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Community Moderator
J
Newcomer
justinporterNewcomer
asked in Salesforce
Envelope Information Sync to Object

We are looking to transition from DocuSign eSignature for Salesforce (7.12.1) to Docusign Apps Launcher 6.12 and I’m trying to get it setup in a lower environment for testing. One of the features we used in the eSignature app was syncing the envelope status and date sent over to the related fields in Contracts. When trying to setup DAL, I don’t see this being able to be configured, where it will update the field of the Date Sent. Am I missing something somewhere?

462
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Community Moderator
N
Newcomer
NC23Newcomer
asked in eSignature
Upgrade Payment Error

Hi there, I have spend the last 24h trying to process an upgrade. Different cards, browsers, cleared my cache - all that was advised to me. Spoken to at least 10 of your support team members but no resolution has been given. I have been a customer for 4 years and I seem to be having lots of issue with every upgrade or downgrade. Can we get this resolved somehow - asap? Thanks, N

143
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Community Moderator
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Newcomer
Jack.sNewcomer
asked in DocGen
multiple variable if statements in formulas

Is it possible to have a formula detect multiple variables from a dropdown tab using an if statement? For example, If([dropdown menu]= 9 OR 8, 1,0) → the goal here is to have the formula produce a 1, if the dropdown menu is either 9 or 8. currently, it seems to only work with one variable. If this is possible, what is the correct syntax or formula structure?

261
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Community Moderator
C
Newcomer
CuriousCatNewcomer
asked in eSignature
Can I send multiple documents in one envelope, but merge each document with Certificate of Completion separately?

Can I send multiple documents in one envelope, but merge each document with Certificate of Completion separately? I understand that only one CoC is accountable for one envelope. However, I have multiple documents required to be signed by one person, but needing to be uploaded into internal company server separately. I know document itself without the CoC is valid, but I want to be able to merge CoC + each document for archiving purposes. I downloaded the files separately and merged this myself outside the docusign system, but when I open the file, “signature not valid’ appears on the top. Please help me if this can be done.

282
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Community Moderator
T
Newcomer
teddy23Newcomer
asked in eSignature
Retrievig Old documents

I have only recently set up an account, is it possible to retrieve documents from 2019

82
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Community Moderator
J
Newcomer
jett987Newcomer
asked in Salesforce
Salesforce DocuSign Apps Launcher

Hello, When using the DocuSign Apps Launcher in Salesforce, I’m unable to see anything related to CLM despite having downloaded the CLM app through the app exchange. I can see various CLM components and permission sets through the managed package, but I can’t see a CLM app, or a config page through DocuSign setup. I can only see eSignature and DocuSign Gen. Any suggestions on how I can remedy this issue? Thank you!

718
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Community Moderator
A
Newcomer
alsalandNewcomer
asked in eSignature
Drop Down menu - right justifying

I have the options for a Drop Down as Y or N. It needs to be very close to the right margin. How do I right justify the field so it lands in the space provided? It seems that it is currently Left Justified.

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Newcomer
C
Newcomer
CommunityUserNewcomer
asked in eSignature
Reinstating Removed User

How can I reinstate a user who was accidentally removed?

635
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New Voice
S
Newcomer
SOsoby14Newcomer
asked in eSignature
Number of people signing

Hello, I need to have 7 different people sign a common document? How come I can only put 5 peoples names and email adresses ? thanks !!!

72
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Community Moderator
L
Newcomer
Lucia.RodrigoNewcomer
asked in eSignature
Can I send in one envelope multiple documents that need to be signed by the same person but need to be saved as separate documents each one combined with the corresponding certificate of completion?

Dear all, I’ve found this thread: as I was looking to download two documents sent in the same envelope separately. However, in my case I need to combine to each of them the certificate of completion to be compliant with the QA department guidance in our company which was not covered in that other thread’s answer. Would that be possible directly in DocuSign? I guess I could combine each of the pdfs to the general certificate of completion once I download the files separately but I’m not sure it that would break any kind of audit trail relevant thing in the process…? So I was hoping that I could extract that directly from DocuSign. Thanks for your help in advance! 🙂

313
L
Newcomer
N
Newcomer
nico.milemarkerNewcomer
asked in eSignature
Docusign developer envelope allowance exceeded

Hi, My account is on developer mode and it says that envelopes are unlimited, but since yesterday we’ve been experiencing an error that says ENVELOPE_ALLOWACE_EXCEEDED (see 2nd image), Please fix this asap, thank you. Docusign Error:

1709
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Community Moderator
S
Newcomer
StrongarmNewcomer
asked in eSignature
Unable to download when sigining a document

When being asked to download there is no way to download the original PDF.The signing page won’t allow me to copy. The signing page won’t allow me to click on links within the document The signing page is a graphic image and the fonts become blurry when scaled up. If I open a NEW window and go into docusign I can download the original documents and have all of the benefits. Why can’t I download to read in a PDF reader where I can’t get the above benefits?

263
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Community Moderator
A
Newcomer
ankurerisedNewcomer
asked in eSignature
Masking sensitive form field

After Singing the document from user I need to mask some sensitive field before download the file from envelope and document Id.Is it possible or not? If possible please let me know the process and share API Name with parameters. Thanks in Advance !!

263
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Community Moderator
A
Newcomer
Al. GrayNewcomer
asked in eSignature
Admin without ERSD Option

What if I dont have enabled for my account Electronic Record and Signature Disclosure for DocuSign, how do i get it? I am the Admin and I do not have the “Legal Disclosure” option

407
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Community Moderator
M
Newcomer
mfgNewcomer
asked in DocGen
Custom field placeholders in envelope template message

Our users generate envelopes using a template. From the template, I would like to include placeholders that reference the signer’s organization and other custom fields used in the document (contract number, end date, etc). Is it possible to insert and populate custom field placeholders in envelope messages or private messages using templates? Can this be done when sending envelopes without a template?

807
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Community Moderator
M
New Voice
Marius OttenNew Voice
asked in Docusign Admin
Close Unmanaged Accounts in my claimed domain

Hi, we have claimed our domain, and enabled the Microsoft Authentication.The authenticated users are now synced by Microsoft Azure. Unfortunately some users had setup “personal” accounts with their company mail.I have read about the option to close these accounts, but this does not work. I dont even have that option.See: https://support.docusign.com/s/articles/Personal-Account-Eviction-How-do-I-deal-with-unwanted-accounts-on-my-claimed-domain?language=en_US&rsc_301 How dow I close / delete those accounts ?The domain is claimed, so I need them gone. cheers

7611
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Community Moderator
U
Newcomer
USAPMNewcomer
asked in eSignature
Transfer License

Hello- I would like to fully transfer my license to our Compliance Officer. How might I do this and avoid adding another user and paying for an additional license?

122
M
Community Moderator

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