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My organization wants to lower the complexity of collecting signatures for a specific form. This form is challenging because we have 3 dynamic parties and initially only party B knows both A and C  A: My organizationB: 3rd party intermediary   C: Customer. The issue is that A currently has to send the template to B but initially only B knows the name and contact information for C. Currently what we’re doing is A initiates the form sending to B and having B use the “Correct Envelope” or “Bulk” process to fill in the information for C. This process happens several hundred times for each party B and is labor intensive for B.  Staff has requested that I setup a PowerForms and host a link on our site so C can initia

I have a strange misalignment of signer records when I am setting up one signer as a host and another signer as an inPersonSigner using API.  The result of a setup is the signerName is used along side of a host email when it is showing “Hosted By” and also in one of the flow dialogs when it is saying that “Name1, pass control of the session to Name1”, where Name1 is the inPersonSigner signerName. I am submitting clientUserId for both host and inperson signer, otherwise I could not match the inPerson signer while generating a RecipientView. I see that it aligns the names correctly if I remove clientUserId from inPersonSigner record, but it breaks the mapping for RecipientView. Is there any possible work around for this?

I’m creating a DocuSign Template and in the custom email sent to the signer I want to include the senders job title. Ideally I could have a variable/command in the template that would pull the job title from their DocuSign account and place it in the message. My research into this seems to indicate this isn’t possible without either setting up a field where the staff member needs to type their title every time or setting up an API. This change would affect hundreds of our templates, so I just wanted to confirm this was the case before I select a path.  Could I please get a recommendation on the best path forward?

We use DocuSign for processing B2B credit applications. A common scenario we encounter is that an administrator at a customer’s company fills out the credit application form (sent via a Powerform linked to our credit application template), but afterward, they need to send it to an executive for signature.Much to their frustration, they discover that they cannot delegate the envelope to someone else once the form has been filled out. This limitation creates friction in our workflow and causes confusion for our customers.Having the ability to delegate an envelope after the form is completed would be a significant improvement for our business use case.

Is there a way to tell which administrative user created an agreement rule in our eSignature account? Also, if a user creates an agreement rule, but we close that user’s profile when they leave the organization, does this affect any existing, enabled agreement rules they may have created?

In a previous data ingestion effort by my former team, we integrated account data from another system into Salesforce. As part of this process, we established a mapping between Salesforce Accounts and DocuSign CLM Accounts using a naming convention that combines the account Name and ID. (not same as salesforce account Id but another field)However, we’ve encountered a problem: although the migrated account folders follow the correct naming convention, they are not being linked to the corresponding existing Salesforce Accounts. Instead, new Salesforce Accounts are being created, resulting in data inconsistency.Expected Behavior:Migrated DocuSign CLM account folders that match the existing naming convention should be mapped to the corresponding Salesforce Account.Actual Behavior:Despite matching names and IDs, new Salesforce Accounts are being created instead of linkin

I have configured a brand for Signing. But unable to see it the header and footer in the signing document. I am able to see it in emails and forms however.

I need for my clients to be able to receive my contracts so they can sIGN them and return them through Docusign. I can’t get the scanned contracts to them without my initials and signature in the place they are supposed to sign? I need help setting it up please? I need to set up a new account strictly for my clients?

I am planning on taking the test for the Certified DocuSign eSignature Administrator in a month or so.Are there any other resources aside from the toolkit that have sample questions I can practice?

How do I add my middle name to signature?

Hello everyone,I’ve got some questions regarding the export of events, generated by employees to a company’s SIEM. As a security team’s representative, I’m interested in enhancing the monitoring and security of this system in my company, so I want to know if it’s possible to export this events to SIEM systemOur company has eSignature Business Pro Edition Plan and I have read the DocuSign has a Docusign Monitor, which can detect potential threats and it also has a pre-built alerts and SIEM integration capabilities, but unfortunately our plan doesn’t have this DocuSign Monitor. Are there any other ways to export the event logs to our SIEM system? Thanks everyone in advance.

​Hello,​I am trying to achieve a specific email notification workflow with the eSignature REST API, but I'm running into an issue.​My Goal:​I have an envelope with one embedded signer (clientUserId) and several CC recipients (carbonCopies). My desiredworkflow is:​The CC recipients should receive NO email when the envelope is sent.​After the embedded signer completes the signing, both the embedded signer and all CC recipients should receive the final "Completed" notification email.​What I've Tried:​I have tried two approaches, but both have failed:​Attempt 1: Using routingOrderI set routingOrder: 1 for the signer and routingOrder: 2 for the carbonCopies.​Result: The CC recipients still receive an email immediately when the envelope is sent. This email contains a "live view" link to the in-process document.​Attempt 2: Using suppressEmailsI kept routingOrder: 2 for the CCs a

Imagine a scenario where I send an envelope to several recipients containing some documents (let's call this the "first batch"). Later, I send a new document inside this same envelope. If any recipient hasn't completed signing the documents in the first batch, the new document is sent to them as usual. They receive an email notification, and upon opening it, they can view both the documents from the first batch and the new one. However, another recipient who had already completed all the pending signatures for the documents in the first batch isn't sent this second notification with the new file. I'm developing this functionality in PHP with the eSignatureAPI + e-sign client sdk.I'd like to know if it's possible to create this functionality. And if so, how can I do it?

In web forms I would like to inbed a URL in a description in a field. 

I’ve been using Power Automate to send/track agreements sent by our legal team for about a year. Sending an envelope inserts a record into our MSSQL database, and the tracker PA updates the row when an envelope status changes.The contracts team recently reached out and wants to start recording the reasons that envelopes are being voided/declines. Previously I was just tracking if they were or not, but added a new column to the SQL table for ‘reason’. Capturing the reason for future envelopes has already been implemented, but I have ~350 voided envelopes I would like to retroactively access the ‘void reason’ for. I have all the envelope IDs that I need, but is there an API endpoint that I can call to get the void/declined reason? If I have to make two PAs (one for void, the other for decline, as the JSON packages are slightly different), that’s fine. I just haven’t found anything that works so far. Thank you!

Dear DocuSign Support Team,I hope this message finds you well. I am writing to request assistance with converting my current customer account to a developer account. By mistake, I initially created a standard customer account and purchased a subscription. However, my intention was to create a developer account, as we need to integrate your APIs into our site.Could you please help me with converting my existing subscription to a developer account? This change is crucial for our project as we plan to extensively use DocuSign APIs for our integration.Thank you for your understanding and support. I look forward to your prompt response.

Hello to everyone, We have developed and integration between DocuSign and our custom application which allows to set up integration with Salesforce. On our side everything works fine. However, when we log into DocuSign from our iPad using the developed signature button and get redirected to the DocuSign, we have some troubles here.First of all, it may take some time to load the page with the request of the SMS confirmation but it’s not the main issue. The main issue is that when we enter the code from SMS and get redirected to the page with template, it often happens that the screen just becomes white and that’s it. We can’t do anything after this, only to cancel the signature.I was talking with the developer team on our side and they told me that it seems like an issue is on DocuSign side. So that’s why I am posting this here to understand whether there were any other cases like that. And if yes, then what can be a reason of that? So that we can fix it b

I have a Docusign template that:-Updates to “Pending Signature” status when sent (this works fine)-Updates to “Signed” status when completed.The problem is that if the language of the user sending it is in Spanish, it does not update to “Signed.” If I change it to English, it works correctly.I have the values of the picklists translated.I don't know what the problem could be.

My coworker is on vacation and I have a customer in to sign their docusign document in person.  Do I need to correct the envelope in order to collect the signature for my co-worker.  We have shared access.

Hi - I’m looking for an efficient way to filter through Release Notes for changes that only pertain to the 21 CFR Part 11 product.  I searched through the chat function, and the instructions I’ve no doubt were AI driven weren’t helpful. Thanks in advance for your help!

I need to configure below:The download option is disabled while recipients are reviewing and signing the document, andThe download option is available once the document is completed (via the completion email or DocuSign portal).I used the following configuration as per the attached signing resource file guide<data name="DocuSign_SigningAllowDownload">false</data><data name="DocuSignComplete_AllowDownload">true</data>With this setup, the download option is correctly disabled during signing, but I still cannot see the download option after the envelope is completed.Could you please suggest the correct way to achieve this behavior? 

I have a Personal account with a credit of 5 envelopes per month.I cannot find when the counting starts of this credit. Is this per the 1st of every month of per de date of the contract for example the 15th of every month?

I am the admin/owner of the account.  I cannot see bulk send.  i have watched the videos.  I have the $65 account.  

We are supporting a Human Resources process.  The routing includes the employee (signature), department head (signature), HR officer (signature) and a labor relations officer (delayed signature).  In a perfect world, only the employee and the HR officer would receive a completed copy of the envelope, as the others should not be retaining a copy.  Is there any way to design a template in ESignature to do that?

I have a web form with checkboxes and it is correctly updating the checkboxes on the template, however the conditional routing based on the value of the check box is not working.  I have the rule set to check if the box is selected to route to the person and I have the person listed under recipients as a routing group.