Help Forums

I added the XML path of the picklist field from salesforce DocuSign document generator in the word template, but when the document is generated, it is not displaying the value.Is there a reason behind it? Do we have to use some different tags to display picklist values?Appreciate any help!Thank you!

I need to sign a document that is not linked to an account.  I started and did not realize I put my initials in a signature block.  The document requires a full signature.  I can not find how to change this.  Please help!

I cannot find any documentation online for how to “Correct” document after it has been sent.I have a new document (newer version) and I want to replace/correct the existing document in envelope.I have tried to use UpdateDocuments, but it is not for envelope already sent. 

Is there a setting I can change so that I don’t have to “Send another link” every single time I open up the document?   

I am sending an envelope with several PDFs.  We have enabled Mobile-Friendly and all appear to work great, except one PDF.  It is cut off so you can’t see what you’re signing.  Any clue why this one doc? 

I have only one page of a document that needs to be signed by one party.All the others have signed all pages.The signature of this one party dose not apear on the final document.why not ?

Hello,I often use the bulk send and I would like to export to csv/excel a summary of status by recipient, and downlowd the documents for a whole enveloppe.Now I need to click on each line, there is no option “select all”is there a way to do it?thanks

Unable to set up person signing.  I have a form that requires witnessed signatures.  The drop down box only gives options for need to sign and receive confirmation

Why should I renew?

Good day, Envelope status is completed, client/user received the completed email/link do we have a set expiration for this email link?

Hello,I am working on utilizing Microsoft Power Automate.The flow goes as follows:Client enters in name & email address in Microsoft Forms. Power Automate would then obtain the pdf file, create envelope, add recipient, add tabs, and send envelope.The problem I am having is utilizing an unfilled pdf file and being unable to “add tabs” according to the PDF file. I cannot determine what the actual anchor String is for each field. I’ve attempted to follow this PDF form field transformation site from DocuSign to no avail.  The file can be obtained via Department of Labor government websit

Hello.  I’m an Agent and have tried multiple times to upload a Purchase/Sale agreement and every time I input all of the text/data points, the document won’t Save any of my information.I even tried to use Finish Later, but the document still stays blank.  Any suggestions?

Hi there! What is everyone doing to pull reports around security/access to templates? We are going through an internal audit of who has access to the data collected via our templates. Is everyone just using the template usage report?I wanted a list of users/user groups that have access to send specific templates and not who has already sent out the documents/templates, but DS support has confirmed there is no such report available.

Users within my companies organization are not receiving emails from Docusign.  I have tried the troubleshooting in Why aren't my signers receiving Docusign Notification emails? but have not had any luck with the tips, incuding adding the docusign domains. I do receive the notifications to a Gmail account, so I thought it was related to the company's security; however, I tested it with a Yahoo account and did not receive the notification.  Our work around has been to log on to see what is pending, however some users needed a verification code to log in

Hello,I would like to know how to create a template in the DocuSign dashboard using variables with curly braces, without using the drag-and-drop fields. Specifically, I want to define variables in the template like `{RecipientName}`, `{SignDate}`, etc., and then use this template with the API to populate these variables dynamically when sending documents for signature.Could you please provide detailed instructions or documentation on how to achieve this?Thank you! 

Hi,I have created within DocuSign lot of groups that are used to set the correct folder security for each user.Our goal is to roll out DocuSign CLM throughout the company. A lot of users, a lot of folders and a lot of confidential documents.  A big concern is how to deal with this. Managing the groups within DocuSign is one option. Is it an option to manage the groups at Microsoft level and sync with DocuSign ? Are there any best practices on this topic ?Thanks for your input.  

I need to report on sent envelopes by client name rather than sender name, is it possible to add extra mandatory field to complete when sending the envelope so it will appear on the report? 

 Recently, I was required to use docusign for a number of different documents. I received an email today saying “ Your Trial Expires Next Week.” I do not want a docusign subscription—how do I make sure that I’m not upgraded to a paid subscription with docusign?

I have a document that sometimes needs one signer, sometimes two, potentially as many as four.  I have created a template with four signers.  I would like to be able to fill in the number of signers when I use the template; unused signer fields would result in only one, two, or three signers on that particular use of the document.  As it stands, there is no such thing as an optional signer, and the signer group functionality doesn’t handle this situation.  So, I have to create four versions of the exact same document:  one with one signer field, another with two, another with three, and another with four.  I really only want the signer FIELD to be optional, not the signer.  In other words, if “signer 2” is filled in when the template is used, then “signer 2” is a required signer.  If “signer 2” is left blank when I use the template, then there is no “signer 2” for that particular document envelope.

Even after purchase order confirmation received, it says I have zero sends left!Please advise!Thank you!

Is there any way to revert to the old GUI?

Hi! I am trying to build a envelope/template for multiple signers and need help. I know the first two signers, and not the third. The second signer can designate the third signer, so I know that I should use the “Specify Recipient” role, I’m just not sure how to add that into the signing order.Ideally, I’d like to 1) send the file to the first signer, then have the file move on to the second signer. Once the second signer gets the email they can 20 sign & designate the next signee in the same step, and then 3) the file would move on to the next signee that was designated.Is there a way for the second signer to sign & specify the next recipient through the same email link? Or will they have to sign, go back to their email and click on another link to go in and specify the next sender? Thanks!

I use DS for signing contracts for the sale of property. Often the purchaser of a property will want their Solicitor to view the document before signing. If I add the Solicitor first as “receives a copy” they can’t see the detail on the second recipient (the purchaser). I ideally don’t want the Solicitor to have to sign anything (as most won’t).Any suggestions of how to get around this issue.

Hithe person doing the e-signature got the envelope--he was the 3’rd signatory.  However the envelope background was red (as opposed to blue which I believe is the color if everything is working as it should :-)) and when he clicked the envelope it would not let him access the document.  They next page asked him for some kind of password.Why is this happening and what is the solution.thanks Sangeet

When attempting to access / sign a document sent to me by an originator, I receive this error from Firefox:Secure Connection FailedAn error occurred during a connection to na2.docusign.net. PR_CONNECT_RESET_ERRORError code: PR_CONNECT_RESET_ERRORThe page you are trying to view cannot be shown because the authenticity of the received data could not be verified. Please contact the website owners to inform them of this problem.I receive similar errors in Chrome and MS Edge. As a workaround, I accessed docusign.com and clicked on the Access Documents link at the top of the home page. That link took me to docusign.net and generated errors as well. This is not the first time I’ve seen this error. Docusign did work for me