Help Forums

I have a customer who sent me a PO this morning but it had to be voided due to incorrect information. Now the customer has sent the revised document but i am not receiving it in my inbox. When i try to log onto customer support it says im not logged in but I am

How send a signature request by whatsapp usig a template?

Hi, I am just trying to find out how many envelopes you get monthly/annually with the Standard Plan.

How can I make a powerform template to be use but my name not show as the envelope owner instead assign to the first signer?

We have recently issued envelopes to our staff with a document that contains a Standard Field Drop Down selection of statements in addition to requiring their signature.Now we need to produce a report that includes the recipient name or email address and their choice from this selection(s).If we use Standard Fields (radio buttons, selection buttons, drop down etc.) we need to include this in the reports along with the signature status / date but I cannot see how to in the basic reporting tools.   Any help appreciated!

We're in the process of creating a new account for one of our departments. They have already sent out envelopes in our current setup. I know you can transfer envelope ownership within an account, but is there a way to transfer those completed envelopes to a different account? If so, can it be done by an admin or will it involve DocuSign doing the work? Thanks in advance!! 

I'm curious to find out if it's feasible to achieve a specific requirement.Let's say I have a template containing 30 documents. Now, when creating an envelope via API, I'm interested in sending only selected documents for the e-signature process. I'm looking for a solution that doesn't involve creating separate templates for each of the 30 documents, as that would be cumbersome. Additionally, sending all documents to each recipient is not desirable.I've attempted to implement this using a Postman request, but it seems to include all documents from the template. {  "status": "sent",  "compositeTemplates": [    {         "serverTemplates": [        {          "sequence": "1",          "templateId": "50fcXXXXXXXXXXXXXXXXXXXXXXXXXXX3"        }      ],      "inlineTemplates": [        {          "sequence": 1,                     "recipients": {            "signers": [              {                "email": "abc@abc.com",                "name": "Test Name",                "roleName": "Signe

I'm constructing a low/no-code application on the Microsoft Power Platform that integrates with DocuSign. However, I'm a bit uncertain about selecting the appropriate authentication type for the application setup. Essentially, our frontend operates on PowerApps, and Power Automate serves as the integration layer to communicate with the DocuSign API.Given this setup, which authentication type would be the most suitable choice for DocuSign?

I can not find the red line...I used it for strike throughs, and to make squares for signatures..THank you, 

Hi, Can anyone tell me if its possible to add unique, consecutive numbering to each form completed using Webforms? Ideally on the completed form itself. We use webforms for client submissions, and would like to automatically add a unique form number to each completed envelope so we can more easily identify them.ThanksPeter

We would like to add an employee as a "Receives a Copy" checkpoint but not sign the document. Is there a way to add this "Receives a Copy" as a checkpoint before it sends to the next person to sign?

Does the email on DocuSign affect the syncing of accomplished document? Scenario - I have send the DocuSign to the email on file, but then they resend the file to a different email address and signed, will it sync to the DocuSign as completed?

I have been the recipient of several contracts from a company we do business with. Previously, I have been able to log in and review the contracts, now they have all disappeared. These are extrememly important, but I cannot contact DocuSign, as I was not the sender, and the sender will not assist. How can I retrieve the signed documents?

How do I Correct a recipients' address? 

I received a notice my acct was to be cancelled due to incorrect cc info. I logged in wanting to cancel. It somehow charged a new cc acct?I want to cancel as I do not use the service. Please adviseThanks Dana

Hello! I am sending a doc to 3 recipients that all have different fields to sign.  I have added the recipients, they all show in the top left drop down with a separate color, and I have selected the fields in their respective colors.  However, when I click Send it says that two of the recipients (yellow and blue) don’t have fields selected, and when I select either of those from the drop box it doesn’t show their respective fields, it just shows the purple recipients even though the checkmark is by their name.  I’m sure this is something simple, I’ve read all the help articles, and don’t see an “edit” option next to the recipients.  Do these have to be sent as 3 separate envelopes? (if so, why does it give the option to add multiple recipients in the one envelope)?This is my first time sending one, and I was cruising along great until this.  Any help would be appreciated! 

Is it possible to provide a team access DocuSign to review documents in a Outlook shared mail box? Nanette

I am trying to make tabs autoplace themselves based on some anchor text as per the documentation. I added the anchor text in white in the pdf (so as not be visible to the users) and then created a template with it. But whenever I try to drop a custom field with the matching autoplace text, it tells me “No instances of "x" were found.”. I have also tried adding standard fields with autoplace option set up the same way. No luck. Any help would be appreciated.For context, I am testing this so I can use it in a power automate flow where after a user responds to a Microsoft form, it create an envelope and adds a recipient based on the form responses. Then I want to add tabs for this recipients in the correct locations based on the related anchor strings. Then send the envelope. Thanks!

I am now analyzing our use cases: It seems we should be able to utilize OneDrive for our Document store implementation. It will allow us to use document reference instead of physical document. My question is if limit of 25MB documents is applied in this case too (as you’ll have to reach-out to OneDrive to show configurator where to place signatures etc. or to signee what he’s subscribing)? How it works internally if I reference PDF with size of 100 MB? Would it be problem? Occurrence of documents > 25 MB is quite rare, but I’d like to be ready for those exceptions.

Hi,How can I update my billing address for an issued invoice? I tried to open a support case but I get an error message at the Support Login screen. Is there an email address where I can contact customer support?

How do I change the time stamp from PST to EST?

After everyone has signed an uploaded document I need the certification of completion to say “passed” not just “completed” is this possible? 

real estate contract forms are not filling in properly, leaving out check marks in needed boxes.help 

I set documents to a person and she only has it set up to initial not sign.  She is using the phone app.  How can she add the signature?

I have installed DocuSign e signature for Salesforce and Conga Composer application from App exchange in Salesforce dev org.  And integrating Conga with DocuSign add DocuSign parameter to send Document for Signature using conga custom button. But I have getting an error “There was an issue Processing the conga composer Request”. Why I am getting this error.DocuSign package in salesforce: DocuSign App launcherI’m giving below these parameters in conga Custom button. But getting error in Conga  when sending Document for Signature.https://documentation.conga.com/composer/october-23/salesforce/using-conga-composer-and-docusign-for-salesforce-143899284.htmlPlease help me on this.