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Hello- I joined a new employer, and it appears we have never used templates before. What would be the best way to get this going? We do not have the option to save an envelope as a template either. 

Hi DocuSign Community,We’ve developed a system that integrates with DocuSign to access templates and send offer letters directly from our portal. In our setup, users log in to our portal with their DocuSign accounts, and from there they can access their templates and send offers through DocuSign using eSignature API.So far, we’ve been testing successfully using a Sandbox account. To move into production, we understand that we need a Partner Production account. We have already filled out and submitted the required form for this, but we haven’t received any response yet.Has anyone else experienced delays with this process? Is there a recommended way to follow up or escalate the request to get our Partner Production account enabled?Any guidance would be greatly appreciated.Thanks in advance!

I work at a credit union and use docusign often. The text that we put in the docusign message is not easily seen by members when they receive a message from us with instructions for what to do in the document and how to access it. Is there any way to increase the size and prominence of those messages?

Hello everyone,I’m encountering a problem when accessing the DocuSign Developer Portal:- URL: https://developers.docusign.com/platform/account/  - After logging in, the page stays completely blank (only the header appears).- In DevTools Network tab, the request to `/api/user/settings` returns HTTP 500.- On the console, I see the error:    TypeError: Cannot read properties of undefined (reading 'account_name')Steps already tried:- Tested in Chrome and Edge (both latest versions).- Cleared cache and cookies, used incognito mode.- Tried on different networks and devices.- Extensions like AdBlock are not the root cause.It seems the frontend cannot proceed without user settings.  Has anyone experienced something similar? Any workaround, or is there a direct way to reset or repair account settings?Thank you for your help!

Hi everyone,I want to add multiple documents to one envelope. Each Document should only be signed once. Since all documents are duplicated from a template and I came up with the ideo of using a specific document propertie as signature anchor. But in my tests this did not work. (When I am using the same anchor in each document, each document has to be signed as often as documents are in the envelope)Has anyone an idea why this does not work or how it could work?Thank you all in advance.Best regardsJens

We host in-person meetings, and want the attendees of the meeting to sign the meeting document via a tablet that gets passed around.  We don’t know who the attendees/signers will be, or how many, but we want them to sign the document within our web application.  After a lot of experimentation with Docusign’s APIs, we’ve taken this approach:We create an envelope (POST to /restapi/v2/accounts/{accountId}/envelopes) with 100 allocated signers (the maximum allowed and hopefully more than will ever attend our meetings).  These are placeholder signers.  Our document also has 100 lines allocated for recording attendee information which feature anchor tags for recording the signature (\s1\, \s2\, etc.), anchor tags for the attendee’s name (\n1\, \n2\, etc.), and anchor tags for recording the attendee’s company (\c1\, \c2\, etc.)   As each attendee enters their information on the tablet, we call Docusign’s recipient-update API endpoint (PUT to /restap

I am very frustrated a I would like to cancel my subscription & get a refund. There seems to be no contact number or email address available to cancel. 

 Hi DocuSign Community!I'm implementing embedded signing with Focused View/Click to Agree using the eSignature JavaScript SDK. I need to display the embedded document in a dialog/modal within my page.Question: Does Focused View provide any built-in dialog/modal component for displaying the embedded document (similar to Click API), or do I need to implement my own custom UI container where the document will be embedded?I've checked the documentation which covers styling the container div, but I want to confirm if there are any built-in presentation options before building a custom solution.Thanks! 

Dear [Support/DocuSign Team],I would like to confirm how the envelope usage works in our current DocuSign subscription.We have 2 user licenses with a total of 200 envelopes. I’d like to know if the envelope count resets monthly, or if the 200 envelopes are a fixed allocation that does not renew once used.For example, if we use up most of the envelopes within a month, will the envelope count reset back to 200 at the start of a new month?Looking forward to your clarification.

Need to enable the ‘set signing order’ which was disabled in error when i cliched ‘i am the only signer’. I have multiple signers and cannot proceed 

We have several clients whose IT security prevents Docusign emails from reaching them. They are either not technically adept, or not interested in telling their IT provider to whitelist Docusign. Is it possible for us to create a docusign envelope, and then send a link for that envelope from one of our company email addresses to our client?I tried to ask customer support about this, received an answer for a different question. Hopefully this forum will be a better place to ask technical questions.

Hi, can you please help me out with how can I get a user activity report step by step please?Thanks!

Hi,Previously as Admin I have had the option to select Shared Access from the Agreements tab, loggng in this morning that selection is no longer there. I was wondering who to fix this? See screen shot below. 

Is it possible to add a recipient role just for review of documents (with no need to sign) before a 2nd recipient who needs to sign?If the reviewer does not agree with the document content he needs to be able to reject the envelope and the 2nd signer should not get the envelope for signature in that case.I looked at the Needs to view option but don’t see how you can reject if the reviewer does not agree with the document content. 

In order to check what users are still part of our domain I used to download the following lists:- Users and Memberships- Domain Users- External Domain UsersThese lists could be downloaded from Admin - Users - Bulk Actions where these 3 items would create a number of files that could be downloaded.I did this mid August but it seems that when I do this now a number of reports no longer exist. The only option I have now available now is the - Users and MembershipsThe other 2 are no longer selectable and therefore I can’t create them anymore. Is this a new feature that I missed?   I do want the other 2 reports to be available...ha

Hello Community,I was using docusign to create documents, and send them for signatures. but I also wanted to create custom fields and fill them via the API and send them for signs.and I also want to be alerted (on a webhook/something) when a person signs the document.Now I was able to figure out that the DOCUSIGN API does provide this, but as a addon to a plan, and we can also watch events on when they are signed. On the API pricing page, I cannot see anything relevant. So please guide me, which API plan should I get? is the Starter ($50/mo plan) enough for my use case?And how do I get the add-on for docgeneration? do I first buy the API plan?

I have a process in CLM where a user can choose a previous record (has a lot of project info fields that need to be presented to the user upon selection and ran through workflow) to append a document to.  We’ve designed it to use a doc gen form that has a CSV choice dropdown for users to select from.  The problem is that the CSV has timeout limitations over 5mb, seems to work slightly higher size (eg. it times out when the file too big).  We’ve removed unnecessary columns to help with file size.  Inevitability we’ll have too many records and the “time out” will come back.     Does anyone have any suggestions for a creative solution to solve for this limitation so it’s never a problem? Thanks.

curl --location 'https://demo.docusign.net/restapi/v2.1/accounts/44a2f9ab-3470-4650-b2e6-ac8a4dfea066/envelopes/cf7b3774-9987-4833-a90f-2a66e0a1afbd/views/sender' \--header 'Authorization: Bearer eyJ0eXAiOiJNVCIsImFsZyI6IlJTMjU2Iiwia2lkIjoiNjgxODVmZjEtNGU1MS00Y2U5LWFmMWMtNjg5ODEyMjAzMzE3In0.AQoAAAABAAUABwAAOgdG_s_dSAgAAKLLpwbQ3UgCAEz2CsEDomdHhcUDVEctjgkVAAEAAAAYAAIAAAAFAAAAHQAAAA0AJAAAADZhZTY0YTNkLTRiMjEtNGM1OC04MzU1LTA1ZGU0NTU4NzgzYiIAJAAAADZhZTY0YTNkLTRiMjEtNGM1OC04MzU1LTA1ZGU0NTU4NzgzYhIAAQAAAAYAAABqd3RfYnIjACQAAAA2YWU2NGEzZC00YjIxLTRjNTgtODM1NS0wNWRlNDU1ODc4M2I.DLenJSax1U2_6ASAm9tYR1GCqQTVj37eDJHhSURCMfNKZ2CYLWn-X-NKTVIaYF-xTA51tZtHiSXqiQI-t171Aqk6GnqEEW4oLChLFotkEBoJUvPj3UvUu_87-PDp1meJJmqzYUiOVeF2iHZijdFEWU0apBRbAujitSNyU4R7SEWAZO8i9xUq70lf0heo9qnGs1qWdlRqn5R-rady1ufdrJxlH2vKAoTsPSYCXnvImYWRZyKx5c_kndFUdBMF_JpMZsObhgDXbRH5pBT0hGgxhN1rsaJBY-RdTT_vrYCs4DVux8rduk5cnoZbGBzqK04b_IMncNXKpqqG5GFZFYoXKA' \--header 'Content-Type: application/json' \--data '{  "r

Hello,Like many, we received a notice about DocuSign migrating to Azure.  There is a mention if inbound connections/allow-lists from DocuSign.  Currently, we do not have any inbound connection rules on our firewall relating to DocuSign.  We are uncertain as to why there would even be incoming connections.  What would these connections be for?  Are we talking about email whitelists, perhaps?Thanks!

How can I ask to take Selfie singing at the envelope? I need to send all signatures with a ID proof. with selfie.can you please send the tutorial for adding this feature at the document.

Send to p**************

IS this still a problem?  I just got one kicked back

Hello everybody,We ‘re dealing with an issue when sending an envelope with Soecify Recipients.Here is the scenario:A recipient (assigned by the Specifier) is trying to access a signing link. The original link expired. The new link is being sent to the Specifier instead of the intended recipientIs this a formal behavior?Thank you in advance, Konstantina

We've met the following criteria and we're thinking that this is a platform bug because what we're seeing in the go-live dashboard isn't reflecting the "declined" state that's indicated in Go-Live process documentation. We have a status of “Ready to submit” but received decline email. We have the IAM Standard subscription. Here are the criteria we're meeting:- We have, and are submitting this request from, a dev sandbox account and integration key- 20 or more successful API calls in a 24 hour period- Integration exclusively using OAuth 2.0 for authentication- Active production account with a plan activated (this account)- Admin privileges on both the dev and prod accounts- Review submitted via the actions -> go live process- Logs are clean- We’re thousands of calls below the rate limits- The go-live request attached to this message is the one that's been declined twiceWe’re not getting anything in the

HelloI have a workflow which updates a csv file which has been working forever.  It has just started failing with this message:Action failed with exception, returned: Appending text to document 'Providers.csv' will create too many versions.Does anyone know what this means and how I can fix it please?