Help Forums

After the October 9th release to DocuSign CLM the Modified by Column changed to “workflow” prior to this it would display the name of the staff member who last modified the document. This change creates a signification problem for us since we used this column to determine if staff did something incorrectly or allowed us to quickly contact the paralegal associated to the folder or document. Can anyone offer up a workaround? 

The standard fields column on the left and the formatting column on the right will not stay locked in place when I scroll through the document.

Not getting first verification code via SMS but always getting SMS code after hitting resend.Has been working fine for years until a week ago.

When I try to use Google Drive to add documents, nothing happens. I wen thru a step by step of API access, ensuring it was trusted, and then in google admin workspace, ensuring Drive SDK thing is on, still nothing. restarted the comp. nothing.  I am not sure what else to do.  this is the message on the top of the box that comes up.https://na4.docusign.net/plugins/api/RedirectExternalDocService.aspx?status=fail&error=AuthenticateFailed

I have a fillable PDF rental application.  I created a new envelope template by uploading the PDF. The new template recognized all the form fields perfectly. I edited this template by making some of the fields required and others with rules. no issues there.  I now want to create a new webform based upon this new template. Results are problematic. Most of the webform is correct. but each field displays the field name and data label.  I do not want the data label imported and displayed.  There must be a way to set some webform property rules to stop this. I am hoping anyway that there is.  There are a lot of fields, and do change them individually seems impractical. I am very new to all this, so if this is worded poorly, I apologize.  

I went to signature adoption page and all entries were identical in standard block type. So I gave up and adopted one and clicked ‘sign’. Surprisingly, a cursive signature showed up! Of course it was not one I would ever have chosen and you don’t make it simple to change, even if I could see the cursive back on the selection page.So this is a bug that needs fixing. And make it easier to permanently adopt a particular signature.

I would like to use custody transfer rules with Powerforms.  I want to have the same “offers privacy” of the envelopes appearing that they are sent from a generic email address on our domain, and I need the ability for the sending department group to be able to check on the envelope status and resend the envelopes.  If i understand how this works with templates, there is the ability to transfer envelopes “prior to first send” however, there is no mention of this working with Powerforms.  We use SSO so I do not want users logging into docusign with a generic domain account. Please let me know if there are any differences in functionality.  

Hello - We are currently signed up to a trial and as a real estate agency often need to send terms out to clients. We send the same document repeatedly but have to manually enter in all the required and optional fields throughout the document each time. How do we set these documents up to automatically generate these fields and is this option limited because we are currently on a trial? 

It appears that AI is now scanning documents and alerting the document owner when a document has the words “expiring” or “expiration” or perhaps even just finding dates and then adding a notification to the home page for the user that a document is expiring soon. This is actually not very helpful since I have documents that list details of an expiration date for material that is being used in production. The document is not expiring, but the notification gives the impression that it is. How do we turn off this functionality when it is not useful? 

Wondering how to automatically schedule a report to send to a party with a CSV attached. For example, sending an executed contract list monthly to the finance department. I dont see the schedule option when the report was created. 

I’d like to contact Docusign CEO Allan Thygesen directly or Docusign’s customer care team to address my issue as follows.   Let me explain the problem.   Docusign does a great job of trying to authenticate who you are with Truth Challenge questions (series of 3 questions).  Good.  Examples, what county did you live in when you owned a property, car you bought year, color etc.   Good. These questions protect us when signing docs.The problem is that when docusign challenge questions start asking questions about people whom I have no clue about beyond I know this person was the former owner of my house i currently live in that where the titles on our houses switched during this aquisition.  Then the challenge questions i failed “asking questions completely not relevant to a person i don’t know”, forces a reset and then reasking of the question. This is inefficient use of time on all sides.Docusigns algorithm for grabbing data from Credit bureaus is severely flawed.

Hi.In the documentation, I was able to find a complete list of statuses with which a user’s work with the Recipient View can end (and which is subsequently passed as a query parameter to the specified RedirectUrl):https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createrecipient/At the same time, I can’t find similar information anywhere for the Sender View:https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createse

Hi, I am developing an interface from SAP C4C (Sales Cloud) which brings in Sales quote data for e-signature. There is a standard connector available in Integration suite for authenticating and perform function calls to Docusign. Can someone help me with what function/API to call and if there is a sequence of APIs I need to call for this requirement

Is there a way to filter active envelopes in DocuSign by a specific client or client matter number (stored in a custom field), and then only display the latest recipient in the report?Use Case:We manage multiple envelopes per client, and each envelope may have several recipients. For reporting and tracking purposes, we need to:Select all active envelopes linked to a specific client or matter number Filter the results to only show the most recent recipient, rather than the full recipient historyWhat We’re Looking For:A way to query or report using custom fields A filter or view option that limits recipient data to the latest signer Ideally, something that can be exported or integrated into reporting workflowsHas anyone achieved this with existing DocuSign tools or APIs? Any tips or workarounds would be appreciat

I am able to pull reminders via the API but is there a way to report on reminders in the CLM reporting module?

I have a document that needs to be signed by many different people. Some of them have already signed, but now one person has declined and suggested another person to sign. Can I change individual persons without having to resend the document to everyone?

Dear DocuSign Support,I am a DocuSign user with a 1,000-envelope plan, and since yesterday I have been completely unable to send any document for signature. This issue is seriously disrupting my work and causing significant professional and financial harm, as I am unable to complete several urgent closings.It is also impossible to create a support ticket or contact DocuSign directly through the usual channels, which makes the situation even more critical.Please treat this matter as urgent and provide immediate assistance so that my account can be restored to full functionality.Best regards, 

I am getting an error message when trying to send a document for signing. It’s quite urgent that I send it too. Account does not have permission to set Allow Comments. I had the free version, upgraded to the personal plan monthly hoping this would fix it and it hasn’t. I assume I am the admin but can’t see anything allowing me to change a setting to allow comments anywhere. I created the envelope from scratch and didn’t use a template. I need to send this ASAP so please help.Thanks

Hello DocuSign community,We have installed a DocuSign package in our org however we encountered an administrator as status ‘Pending’ the rest of our users are in status ‘Active’, please help me out what actions are needed to change the status of this user. Please see attachment for reference. 

Hello all, Could anyone please advise how I can receive notifications when the DocuSign Apps Launcher package in Salesforce is scheduled for an update or version change?RegardsMichael 

I have a template that I used to create a web form.  The webform works as expected.  Later I needed to change the validation of three text fields to date format.  1st Question - are dates allowed as validation for text fields in webforms?  (assuming yes)Here is how I changed the validation of the field:Edit web form. Edit templates fields. Changed validation of the desired field to date with the default mask. Save & CloseNow the link to the field is broken. When I View template connections I see:Under the WEB FORM FIELD column “--connect web form field-- Under Template field the name of the field I changed which in this case is Incident date.Clicking on the --connect web form field-- doesn’t do anything.  I CAN type the API reference name, which is Incident_date into the --connect web form field--  but when I click Save nothing ch

Hi, we have added a document and when we go to add merge fields we get a, ‘Attempt to de-reference a null object’.  The message disappears and then we can add merge fields. We then go to add the merge fields fields into the document and receive a ‘Save Error: Some Fields may be out of Sync Error’. We have disconnected as suggested in related articles but that did not solve the issue. Any other suggestions?Thanks

Hello all,I work in the public sector for Olmsted County, MN, USA.  We are trying to raise empathy awareness with our staff about electronic accessibility requirements and compliance.  Is there or could someone create a video showing someone filling out and signing a Docusign form using a screen reader? Even better, a “bad” experience because the form wasn’t created properly, and an “ideal” experience where the source document was built using Style Headings, Numbered/Bulleted lists, and the form has meaningful data labels and tool tips.I’m in the process of learning how to use a screen reader but I am not proficient enough to create my own demonstration.  I am also curious, is the screen reader able to see the content of the document or just the fields? I noticed that hyperlinks in a Word Document are removed (flattened?) after the document is uploaded into an envelope/template.  Which in a way makes sense since the purpose of Docusign is to fill out and

I’ve acquired the new signing certificate for Docusign and SSO, however I am unable to sign in to the portal as admin to apply the new certificate because of the above issue.This is affecting a lot of our users, and we’ll work to create a contingency for future reference, however I desperately need help now.Is there anyone from Docusign Technical Support that can assist?Many thanks,Shaun

When I want to send a document to sign, I get this message "Account does not have permission to set Allow Comments" and I can't send it.