Help Forums

Hi,First, thank you for your help.We have a user who was assigned one of 4 seats for the business pro esignature license. The user is now closed as they left our organization. how can we assign their seat to another user? Thank you in advance. 

Let me know how to cancel this trial account.

We have a requirement to send the DocuSign reminders on behalf of other users from salesforce.Let us know if anybody got through a similar requirement in the past.

I have a separate legacy account that was suspended due to credit card expiration. This account is under an admin account that I do not have access to. I can still log in and have access to old documents, which is all I need from this account. Will I always have access to this information in my suspended account or is there an expiration date on it when I will no longer be able to see these old documents? 

Hello all, I sent an envelope with QSE standard but when I received the envelope back, on Adobe it said ‘Signed and all signatures are valid. Document was updated after signing. Open Signature Panel to view the document change’. Due to this status, it is not accepted with our stakeholders, however all signers have stated that they didn’t change anything and just clicked sign. This is now the case with several documents. Has anyone experienced this or know anything about it? Thanks!

I sign every field in a document and after clicking on Continue, I receive an error without much detail. I tried from two network, two browsers, multiple times. The document remembers my signatures, I just cannot “save” it. The error message is:There was an error signing your document(s).Please review and try again. If you cannot sign please contact support.(screenshot attached) It would be pretty urgent for me to sign this document.

How can we re-size the margins in order to put the Docusing ID below than the current margin?  After the document is sign I need to put a header and it is cut-off with docusing mark.

I tried to sign a document and my signature came out as a generic cursive signature, despite the fact that my real signature was saved in the account.  There was no way to get my real signature on the document.  I also noticed a message that said my payment method had expired in July 2023, which is not correct, because my information was current in the account and a bill had been automatically charged to my payment method in January 2024.  I logged out, then logged in again.  When I logged in, I was promted to create a signature and my old signatures had disappeared from the account.  Bottom line: while I have some of my signed document history saved, Docusign has erased my signature and seems to believe that my credit card has expired even though it is current and was recently used

How can I unvoid a document that voided due to expiration?  

If ‘Prevent unmanaged signups’ is enabled, domain users cannot create new accounts nor be added to external accounts if they are using an email address of the claimed domain. What is the impact to the functionality of the application or users if users can create new accounts and be added as external accounts if they are using an email address of the claimed domain? Does this pose a data integrity issue?

Hi all, I am building a template and I want to hide certain rows if the value is 0 (like discount, or sub-total) - we are splitting the costs for the customer into recurring and one-time, and they are both not always applying.In our Suppress Table Row XPATH, we are looking at the field type currency - we want to hide it for all currencies.Is there an easier way, than what we did, to always hide the field, when the value is 0, instead of using text() and adding the currency symbol like we do currently? Example: <# <SuppressTableRow Test="count (/Quote/Field1__c [text()!='0,00 €'])=0"/>#> <# <SuppressTableRow Test="count (/Quote/Field1__c [text()!='0,00 Fr'])=0"/>#> <# <SuppressTableRow Test="count (/Quote/Field1__c [text()!='0,00 zł'])=0"/>#>  I am certain there must be a more efficient way like using CONTAINS (?).We are quite new to this feature, so any help is appreciated. Thanks!

My Queue users have the ability to assign a task to themselves or to unassign the task from themselves. However, when they try to assign it to another User, it basically shows that there are no Users available. I have them checked off with all of the options and I don't have any assignment setup. What am I missing?

I did not give my consent for Docusign to do this on the confidential and copyrighted contracts I am uploading to the services. If this is happening, how do I turn off the permissions? 

How to insert image from Salesforce field

Hi, How do I transfer all Apps, Keys, and others from the Developer account to another developer account

Hello All,We are having CLM-DocuSign Integration wherein Contracts created in CLM Software will be sent back to DocuSign for Signature. During this process we need information on following:Out of the Box list of metadata required by DocuSign to work for Signature process. Is there a way to convert the language from English to Non-English when document is send for signature?

Meu sobrenome é COP e está sendo traduzido incorretamente para o português como policial, o que não é verdade. Como posso corrigir isso? 

Can I send multiple documents for external review / or through an email? Scenario; I have to send documents to my external partner and all they need to do is receive the documents; no response needed on their end. I generate the contract and then I attach the quote as a related document. Currently I have a email document step but I cannot attach multiple documents. I understand you can but it gets tricky because I am not sure how I would tell the system to find the quote. Also, there could be more than 1 related document attached to the contract and all of those will need to be send externally. Is there a way to tell the workflow to externally send all documents related to that contract?

One of our users has lost access to the documents previously available on his account, despite still accessing the same account.

CLM is attaching a copy of the contract when review notifications are sent to the counterparty. We want the counterparty to review the contract by selecting the link in the email. How do I remove the Word doc from the email notification? 

I was curious if it was possible to get a notification email when any workflow is initiated? 

I know how to update attributes with variables, but I can't figure out the reverse. End users update attributes during the course of the workflow, and I need those to update the associated variable in the workflow.

How many versions of the CSV file or documents can be maintained in CLM.cm?

We have a PowerForm in the eSignature Templates which would be submitted by users outside of our organization. When the PowerForm is submitted it CCs an email address of xxxxxxx@example.com which is also set as the Inbound email address of a folder in CLM. On the eSignature side of DocuSign we have a rule that triggers the start of a CLM workflow.Here's the trouble we are having. When a PowerForm is submitted it CC emails the form as PowerForm.pdf into the folder in CLM. In our CLM workflow we Find Document in that folder based on the document name PowerForm.pdf. The problem here is if the PowerForm has back to back submissions relatively close together and the document for the first submission is still in the folder when the second submission is sent the second document is then named PowerForm(1).pdf. This will cause the second instance of the workflow to fail since it wouldn't be able to find it's document assuming the two workflows started in chronological order. If not in chronolog

End users are reassigning tasks to each other, and as an Admin, I can look at the workflow to see that it was reassigned. But, is there a way for non-admins to see that the task was reassigned? The activity doesn't show the reassignment.