Help Forums

Hi, I am wondering if there is an "or" functionality where as I am able to send a document to two people (from one department) but only require one of their signatures in order for it to progress to the next signatory?In other words, I send out documents for signing to different departments but only need one signature from each department but I'd like everyone in that department to be able to have the chance to sign and once it is it goes to the next department. Please advise if there is a way to make this work! ThanksJimmy

Hello! I never get my questions about Maestro answered but maybe this time.I’m using Maestro to send Webforms for completion, but I need to customize the subject line and body of the e-mail that Maestro sends to recipients.I couldn’t find where to do this. This is the e-mail Maestro is sendingThanks!

Hi there,I have some documents stored in a folder in CLM. All these documents have an attribute listing the name of the client who signed the document. My CLM already has some folders with the same names, but not all of them. I want to know how I can move all the documents to their corresponding folders (or create a new folder with the client’s name). Thank you!

Has anyone had any success adding an Intelagree integration at the org level? We have multiple accounts under our DocuSign org but having a hard time getting the integration to work.

Hello Everyone,After creation of an envelope by setting notification object at the time envelope creation. But know I need to update the expiration date of an envelope but it is throwing error as '{"errorCode":"USER_LACKS_PERMISSIONS","message":"This User lacks sufficient permissions. Setting: userOverrideEnabled."}'.Let me know I need to configure anything from my end.Thanks and RegardsCharan Balam

I’m sure no one will see this in time but I am still having issues logging into the Zoom session for Peer Group.  I got the invite but no matter what combo email/password I try to use it does not work.  I also tried to register again and shows my email address is already used.

Hi everyone,I’m looking for advice on how to configure a bulk send scenario.I need to send out about 300 envelopes using the bulk tool. Each envelope will always go to one known recipient (the main participant). However, in certain cases, if that recipient has a spouse, we also need the spouse to complete and sign one of the documents (spousal consent).The challenge: Conditional requirement – We don’t always know in advance if the recipient has a spouse. If they do, the spouse must sign. If not, that step should be skipped. Unknown contact info – We don’t have the spouse’s name or email. This information would need to be provided by the first signer (the known recipient). Bulk CSV limitation – When I try to set this up using the bulk send CSV, the spouse’s name and email fields can’t be left blank. Has anyone implemented somethi

Hi all. I have a customized report that I generate weekly on Mondays.Up to last week, everything was perfect. The report was generated at roughly 3AM, and I could modify it as needed in the morning and send it off to the interested party.Today (Monday Aug, 25), it arrived at 2:11 PM. A little too late in the day.I checked the scheduling and it does not offer the option to select a time for generation.How is the time of generation calculated? Is there anything I can do to have it generated early in the morning?As always, thank you! 

We would like to implement a configuration where user accounts in DocuSign are automatically assigned different accounts and permission profiles based on their Active Directory (AD) group membership. Please confirm if this approach is supported with SAML/JIT provisioning setup, and if any additional configuration steps are required on either the Identity Provider or DocuSign side. We are using Entra ID as IDP.

Hi everyone,I believe I can create a public link on the website for customers to sign a form based on the template i’ve created. I have some questions:Can the customer upload a PDF document with prepopulated fields into Docusign and then sign the document?  Can additional supporting attachments be uploaded as part of the envelope but does not populate into the template/form e.g an image of license Can certain fields (excluding the signature field) be completed in Docusign after uploading the PDF where some information is prepopulated? and can that be any field? (the form has set fields that are prepopulated already and set fields that require input) Can we use phone verification for customers accessing the form via the URL on website If we have multiple forms, can we use the same URL or do we require multiple URLs?  Set rules/questions to signing parties. The problem we have is customers will only have 1 party sign even

Hello All,I set up a DocuSign template where users can send agreement us customers. Once customers sign the agreement, I want those agreements to be stored in a SharePoint document library. I set SharePoint app in the Connection.Then I set up rule and action in the DocuSign.In the action part under the Customize file and folder name/path, there are several options which do not help my idea.I want to capture some document custom fields into the file name so that when it stores into the SharePoint it is easy to find by the document custom fields.Unfortunately, I could find any available solution out there.I would appreciate if some can help me on this.Thanks PS: Please see the attached image for clarification.  

The recent change to the document format we send to customers is creating significant issues. The current appearance is less professional—oversized, opaque boxes now block out text and lines on the contract, even when reduced to the smallest possible size. This makes it difficult for customers to fully understand exactly what they are signing.Previously, the signature fields were transparent, allowing all text to remain visible. The new look not only obstructs important content but also presents a cluttered, confusing, and unrefined appearance. From a customer-facing perspective, this is a step backward in clarity and professionalism.Can you explain the reasoning for moving away from the transparent design? We would strongly recommend reverting to the prior format to ensure contracts remain both visually clear and professionally presented.

Hi,Are Docusign fields supposed to have solid white backgrounds during the signing phase? I expected them to be transparent and not cover up any of the form lines/text all the way through, but in my account as soon as I kick a doc out for signing all of the fields take on a solid white background which looks terrible and is concerning since they turn to the expected transparent upon full execution...when I sign something I want to look exactly like it did when I signed it.Is this a bug or some setting I can change? Screenshots below (read captions): Editing Doc in Room (all good)Preparing for signing, still good

I have paid for a docusign account.  Cannot access account.  Seeing the following message: “Server Request Error: Could not load settings.”  I have tried mutliple browsers.  Same issues.  So far nobody is helping with this.

Hi! Hope you are doing well! I faced the issue with login in to the Docusign support portal. The error is: “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 log in scenarios,  contact Docusign Support  for assistance.”. But my account has been created more than 4 days ago. The main reason to get access to your support portal was create ticket for your site admins to get access to our company space, because all our Docusign admins have left from the company and we are unable to log in to their account - answer on security questions is required. I also attempted the following actions to address this problem:cleared the browser's cache and history. used the browser's Incognito wind

Hi! I just published a new YouTube video on using Docusign with NetSuite to streamline your contract workflows. I cover what the standard Docusign for NetSuite connector does well, its strengths and when building a custom integration makes more sense. You’ll learn how to send envelopes from any NetSuite record type, track signer-level status directly in NetSuite, and automatically push information signers enter in Docusign back to NetSuite without manual copy paste. Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?

I am sending requests via SMS using the api from Salesforce. The text that is sent is not very user-friendly. Is there a way to modify it?

Hi,I'm working on integrating a document workflow system with DocuSign via API. I'd like to know if the API allows me to initiate the signature type that someone within my company or a contractor should use to sign a document. Should it be: Electronic Signature, DS Email Signature, EU Advanced Electronic Signature (AES), or EU Qualified Electronic Signature (QES).

Hi friends,I’ve attached two images to simplify explaining this. The first one shows my PDF of the envelope (no text tab seen), and the second image shows the Correction of the envelope (with text tab “Rejected” visible). Is there a reason why I cannot see my text tab “Rejected” in the embedded signing or PDF of the envelope? Can I allow signers to see added text tabs when signing? This would help clarify if a user has rejected an envelope for all signers.Thanks

I want to make it so that the default is to allow recipients to edit an envelope as opposed to having to check the box in the “advanced settings” each time an envelope is sent. I don’t want everyone at my company to have to remember to check that box every time they send something. I swear I remember Docusign having this feature, but I cannot find it anywhere in the settings nor on any forum posts. 

Hello, The sender stated that they have sent us the envelopes four times but we are unable to receive them. We have checked the spam folder but no luck. We have the envelope IDs but couldn’t find a way to contact Support to get assistance on how to access them.  Any advice is greatly appreciated. 

Hi,I have a question concerning delegation : when a delegate signs a document on behalf of the delegator, the signature visible on the document is the delegate’s one. Is it possible to modify this setup and get the delegator’s one, with the precision it has been signed by the delegate in the envelope details ?Thanks for your help !

Is there a way to create a conditional field based on how a different recipient selects their answer. We have a 3 radio button group by signer 1. If signer 1 chooses radio button #3 we would like signer 2 to initial the page. So the signer 2 initial tag would be conditional based on signer 1 radio button #3.

When requesting an access token via the Authorization Code Grant flow, the integration key provided in the Authorization header is not being validated.For testing, I intentionally sent an invalid or even empty integration key in the header, but the /oauth/token endpoint still returned a 200 OK with a valid access_token and refresh_token.  

What inbound network connections would DocuSign utilize and/or require ?i.e. - “If you restrict inbound network connections and allow-list specific Docusign IP addresses, you must update your allow-list to include all current Docusign IP ranges from our Trust Center by December 31, 2025”