Help Forums

On your portal you indicate that it is not possible to download the task groups. However I would very much like to have a download of the task groups including the users that belong to a task group. Can you please create a standard report in CLM so it is possible to generate this report and download it. We need to have this for audit purposes.This was raised as a support case 15761114. I was advised to make this a topic here. Hence this request. The support case I will close

Hi,I'm encountering an issue when using the compositeTemplates feature to create an envelope from a template that contains multiple documents.When retrieving this template via the EnvelopeTemplates:list endpoint, only the first document is returned in the response - the remaining documents are omitted.This behavior is different from what I observe in the DocuSign web UI. If I simulate the same process (e.g., by creating an empty envelope and applying the templates), all documents are present as expected.Is this a known limitation of the EnvelopeTemplates:list API? Or am I missing something in the way the template is structured or retrieved? Thanks in advance for any help or clarification.

I am using embedded signing with my API and every day I send documents to sign to many recipients. All the documents I send need to be signed again by our company but it is not viable to do it one by one so I would like to know if there is any way to sign several documents easily. The way it would be done it is that we put our company the last in the recipients order to sign of each document, and then, instead of signing all one by one, sign all at once (of the ones alredy signed by the previous recipients to sign). Thank you.

How to enable live video and screen sharing options for DocuSign Notary in a demo (developer) accountI want to check DocuSign Notary in my developer (demo) account, and I can see the Notary option there.However, while testing, I found that the live video recording and screen sharing features are not available. I need to test and demonstrate the full RON workflow before moving to production.How can I enable the video session and recording features in my demo account, or is there any alternative to achieve the same?

Please explain the process for setting up Remote Online Notarization (RON) with DocuSign Notary in a Developer Account, including configuration and prerequisites.

 Hello, I use PowerAutomate to send contracts to DocuSign. I'm calling a template with PowerAutomate and would like to fill in the user based on the role. For some reason, DocuSign isn't picking up the user from PowerAutomate. Does someone have any experience with this? (I use the exact same role in PowerAutomate as in the DocuSign template.)

We have noticed a few errors in our system where the response for the EnvelopeLocks:get endpoint (https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopelocks/get/) does not contain the lockToken field.The docs dont seem to have any point which indicates this as expected behaviour.Wanted to know if there is some nuance I am missing?btw we get all the other data about the lock in the response, its just the lockToken that is not there: { lockedByApp: "-", lockedByUser: { uri: "--------------", userId: "--------------------", userName: "------------------" }, lockedUntilDateTime: "--------------------", lockType: "------"} 

Hello,I’ve been working in Maestro Workflows using webforms to build them out. The goal being so that the webforms speak with the workflow so that people on my team can use a link to send out and fill out contracts versus needing to sign into DocuSign. Currently I have set up all my webforms reflected off my contract templates, and then I built out my workflows reflecting the needs of my departments and the flow of my contracts. For example Department X needs 4 types of contracts and so they branch out in different ways. Here’s an example of what a workflow would look like:LinkWebformBranching question 1: Are they A or B?A:Are they B or C? → contracts 1 & 2 B: Are they D or E? → contracts 3 & 4Right now when I test the webform it works perfectly but the branching question 1 is always leading to option B, even though I select all the options for option A. So I’m always getting the wrong contract as a result. When I check my Instances it looks like this: everything is greyed out.

Please help! I have fully paid for a Business Pro account and have been using the service. It was fine until I got blocked from entering my account and had to file a case to regain access. Then after regaining access my account now no longer says it is a Business Pro account and I cannot use any of the services that I paid for. For context, I paid for the monthly 20 days ago and there is no way it could be an issue of renewal. I am also completely unable to contact support since their website wont allow me to contact them unless I upgrade my account. I even tried paying for an upgrade so I could contact them and it wouldn't process. I also tried responding to my previous emails with their support and I receive emails back saying I have to open a new case. I really don’t understand why they make their customer support completely unreachable. 

Hello,My team is interested in making edits to the Attributes for a document while it’s out for External Review to help with some reporting requirements, however since the document is “locked” while it is out for External Review, the Attributes are also locked and therefore cannot be edited (not even by an Admin).  Is there a way to unlock just the Attributes while it’s out for External Review?One of my CLM admins believes that it’s possible it may be possible to adjust this lockdown in the workflow configuration, but I can’t seem to find any documentation anywhere on how this might be done (and what sort of difficulty this kind of configuration adjustment would be - if it’s even at all possible).  Does this sound familiar and/or possible?  I’ve been trying to look at the actual workflow steps of an old version of CLM that I still have access to for insight and it doesn’t give insight as to whether each of those External Review steps has any sort of “locking” mechanism that can be alte

How do I add a supplemental document. When I try to add a new file into a new envelop the drop down doesn't allow me to select Supplemental Document? Is there a certain level of license I need as I have a single user license.

Hello. I am new to Docusign. When adding a new user to our account the default status is Pending. Why does it show this status? As one of the administrators is there something I need to do to update the status to Active?Thank you,Nancy 

Can someone verify if DocuSign CLM AI-Assisted Review can be used with DocuSign FedRamp? Our IT Team read Docusign seems to be an app we need to add to 365/word, but GCC high (Government Community Cloud High) doesn't support it (see below). However, they also found some docs that indicated Hidden Level can get the XML or app, then modify the connections to support FedRAMP Docusign.  Is this accurate? 

I wanted to ask if there are there any APIs available for the following tasks?1. Fetching the total number of documents that have not been signed bythe recipients, or to provide the status of all the documents?2. Fetching the total number of envelopes that are in a pending or failed state?3. Fetching logs or metrics data for Docusign CLM and eSignature thatwould contain latency (duration) and reliability (http status code)information for APIs being called, CLM Workflow Execution Stages orEnvelopes Processing Stages along with their statuses?4. Fetching the start to end time of all the CLM workflows?

What I wanted:I need to use both Remote Signing & Embedded Signing in a single DocuSign template (Single Signer). My goal is to redirect the user to a custom page once they complete the signing process, whether they sign through the flow page or via the email link I send for the signature in DocuSign.What I've already tried: I have tried implementing both BrandId (for remote signing) and ClientUserId (for embedded signing) in the same template. This approach is working fine for embedded signing, but I am facing issues with remote signing: The exception is thrown when using remote signing, and the user is not redirected to the custom page after signing. What I know: Signing Completed URLs can be set in In-session Landing Pages. In-session Landing Pages are an account-level setting, and these settings apply to all templates in the account. The Problem: I want to redirect users to a custom page after signing, but In-session Landing Pages work at the account level, meaning they

Hi everyone,I’ve heard that DocuSign uses Onfido in some of its identity verification workflows.My question is:Is it possible to pass existing Onfido verification data (photo of the document & video with face) directly to DocuSign in the background, so that the user can generate a Qualified Electronic Signature (QES) without going through the identity verification process again?If yes, could someone share documentation or examples showing how to integrate this, ideally via API?Thanks in advance!

My account is subscribed to IAM Standard but cannot log in now. Requesting refund. Account cannot log in and unable to create case 

Clicking on almost anything within the web portal takes up to a full minute or more to respond. Doesn’t matter what browser is used.  Any ideas of what the issue might be or how to resolve? 

Hi community,We're currently experiencing an issue where DocuSign emails are not being delivered to Yahoo Mail inboxes. Users with Yahoo addresses are not receiving the signing or notification emails, while other email domains (like Gmail and Outlook) are working fine.Has anyone else experienced this issue recently? Could this be related to DKIM/SPF settings or an issue on DocuSign’s sending domain?Any advice or confirmation from the DocuSign team would be greatly appreciated.Thanks,  Masood Huraira

We have edited our Resource Files for the Agent and the Customer emails, but when the Agent has yet to send to Customer the reminder that is sent to the Agent is the Customer email. Is there a way to resend the Agent reminder email to the Agent instead of the Customer? We are also sending everything out via API. Hope that was clear? Thank you,

Hi,I am updating an embedded signing flow that uses a iFrame element on a page to use the Docusign JS method defined here (https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/#docusign-js). I get the recipient URL and pass it to the following code:  var iframurl = "{{iframeUrl}}"; window.DocuSign.loadDocuSign('xxxx').then((docusign) => { const signing = docusign.signing({ url: iframurl, displayFormat: 'focused', style: { /** High-level variables that mirror our existing branding APIs. Reusing the branding name here for familiarity. */ branding: { primaryButton: { /** Background color of primary button */ backgroundColor: '#333', /** Text color of primary button */ color: '#fff', } }, /** High-level components we allow specific overrides for */ signingNavigationButton: { finishText: 'Custom Button Te

Detect a pdf signed by DocuSign in the DLP based on metadata. Is there a way to detect a file signed by DocuSign in Purview DLP's? Sample Sudo code below, (assuming DocuSign signed pdf file has some property which Purview can detect, which I can use in ContentPropertyContainsWords condition. ) # script to create 'HK Test Delete after Aug07'New-DlpCompliancePolicy ` -Name 'HK Test Delete after Aug07' ` -Comment 'HK Test Delete after Aug07' ` -Mode 'TestWithoutNotifications' ` -ExchangeLocation All ` ; New-DlpComplianceRule ` -Name 'TST - HK Test Delete after Aug07' ` -Policy 'HK Test Delete after Aug07' ` -AdvancedRule '{ "Version": "1.0", "Condition": { "Operator": "And", "SubConditions": [ { "ConditionName": "AccessScope", "Value": "NotInOrganization" }, { "ConditionName": "ContentPropertyContainsWords", "Value": [ "SignedBy:DocuSign", "SignedAtIPLocation:142.250.73.78" ] } ] }}'

Hello, can anybody tell me if it is possible to upload documents in DocuSign in color? I noticed the default is to convert documents to black & white during upload. Tanks.

I work for a company. I created a dev account before the company made an organization and invited me to it.Now, when I log in I have two accounts.Company Name (the one that was created when I created my account) Company Name, Inc (created by the company I work for)I need to removed the first account. It’s interfering with our development because when I try and auth it’s pulling data from the wrong account.All the documentation about how to cancel or downgrade do not apply here. I can’t open a Case because I do not have a production account.I can provide account numbers. I’m attaching a screenshot of what it looks like when I log in.How do I resolve this? 

I am sending documents to a client and they are not receiving in their email...no clue why this is suddenly happening. Anyone had the same problem or know how to correct?