Help Forums

Hello Team I am trying to setup sso between Docusign and SAP BTP .As a first step we got a demo account with admin access .I tried creating the domain with sap.com and started getting this error .Since this is the first step before configuring the Identity Provider I am not sure how to proceed further.If I give any other domain like fandoraxyz.com it works .SInce SSO should happen through the email  in this case .user@sap.com without the sap.com domain we won’t be able to proceed .Can we get some reference documentations to look here?I am referring to this steps. Is there any other work arounds .Please suggest . Setting up SSO  

Hi,I have a form where the technician will first complete their section, entering values related to labor costs. After that, the parts department will fill out the pricing for parts. Finally, the manager will review the form and add any additional information.In the manager section, there’s a field that needs to automatically calculate a value based on one input from the technician and one from the parts department. However, when I try to create the formula, those earlier fields don’t appear as available options likely because they were filled out by previous users in the workflow.How can I set this up so that the calculation field in the manager section can access and use values entered earlier by the technician and parts department?

I have been using DocuSign for my editing contracts for over 1+ years. Most times I send my contracts while at my computer, but I am frequently on the go and sometimes need a mobile solution. I use templates for my editing contracts, but it seems like the templates do not work on the iOS app. Why is this not a feature in the app?  How do other in similar situations overcome the challenges of this lacking feature in the app?   

here is the screen shot of the button that i’m using for send template from docusign:And here is the error when I click on the button. why it is happening because previously it was working fine. 

Well, when I create the envelope with status “sent”, usually I got the “create” envelope email, from DocuSign, but never the one to sign it. So I signed the document from the DocuSign page and then I got the “complete” email, but no the email that request the signature.Even from the DocuSign dashboard I select the envelope and hit the “resend” button and still not getting the email. I checked the the email address is correct. Is there a setting that I need to change?

Trying to correct an envelope and I get this error, how do I correct it? The API request is forbidden. Request blocked due to excess usage

Hi all,I'm currently working on integrating DocuSign into my C# application. One of the features I’d like to implement is Signing Groups. While I can see that the DocuSign REST API does support Signing Groups (as referenced in the official documentation), it appears that the DocuSign.eSign.dll NuGet package does not expose equivalent functionality.Could someone confirm if this functionality is currently missing from the NuGet library, or if there’s an alternative way to access Signing Group features through the SDK that I might have overlooked?Thank you!

Looking to set-up Share Access for the team where the majority of envelopes can be shared.  However there are few envelopes that we would like to mark as private.  Is it possible to have both Share Access across users and also specially designate private envelopes?

I have Docusign integrated with Salesforce. Currently, I have a DocuGen Template created and I can click a Salesforce button to generate a document from an Opportunity, complete with various merge fields. I have a use case where I’d like to help automate workflows by having a Salesforce Flow (with Invocable Apex assistance, if necessary) take a given Opportunity, generate the ContentDocument, and then attach the ContentVersion as an email along with a Salesforce Email template and send it to a Contact. I can see how to generate a Docusign Envelope through Apex (really great documentation btw), but I don’t want an entire envelope. I just want to generate the doc itself, and send that raw doc attached to a templated email to the designated Contact for review. I cannot find any documentation about how to use the DocuGen features to use the Template and merge fields to generate the doc so that I can use it as an attachment. Any help is appreciated. Thanks!

Is there an ability to send a document for signature but only the sender gets the signed copy. There are numerous cases (particularly with 3+ signatory documents) where it is not appropriate for individual signatories to get the fully-signed document. This should be a setting but does not currently seem possible and requires such an agreement to be individually sent to each signatory.

Hi! I work at a bank and we are looking at adding signature pads in our personal banker offices so customers can sign in person. Does anyone have any recommendations of what you are using? Our compliance team said it was important that the customer can see and read the documents before signing. What are you all doing? I am looking for all tips and tricks! :-)Thanks,Kim

Not able to view/open documents, after documents signed by user. receiving error- which states- The link has been expired. The templates/envelope have expire date of more than 100 days.any idea why this issue has been occured.

There has to be a law in Canada that you need to be able to contact billing for any company.  I have charges on my account that should not be there and cannot start a ticket or contact support. Definately putting in a complaint.  How can this actually be in this day and age? 

One of my colleague has wrongly used Specify recipient feature, where she initiated correction for her envelope and removed her name as Specify recipient and changed the specified recipient Name and Email Address manually, instead of clicking Manage and filling up the specified recipient name and email address. Doing so, the specified recipient has received multiple email notifications “Corrected : xxxxx envelope name, As a result, you no longer have access.”The recipient had been receiving the same emails every 30 minutes! How do i stop this notification emails sent out to them? How to reproduce :Create new envelope :1st Recipient - needs to sign (Role, Name, Email address filled in) 2nd Recipient - needs to sign (Role, Name, Email address filled in) 3rd Recipient - Specify Recipients (Role, Name, Email address filled in) - herself 4th Recipient - Specified Recipient (Role filled in)After the 1st and 2nd recipient has signed and it goes to the 3rd Recipient → Correct Envelope→ Remove

Going to tag a document for signature, docusign scans the document and finds fields and auto-tags them, there is a popup to to “undo” (see attached). We hit “undo” every time. How do we disable this feature all together, it is annoying?

stuck on creating envelope/unable to create envelope. How to fix this 

Hi everyone,I’m suddenly unable to create new templates or open any of my existing ones in DocuSign. Every time I click Templates I either get a blank screen or an error message saying the feature isn’t available. This makes it impossible for me to keep using the platform, because I need to send contracts to a large group of people today.Has anyone run into the same issue?If you found a solution—or even a temporary workaround—I’d really appreciate your advice.Details that might help: Plan type: Free Trial Browser & version: Chrome Steps I’ve tried so far: clearing cache, logging out/in, switching browsers, and restarting my computer. Thanks in advance for any suggestions. I’m on a deadline and this feature is the simplest way for me to distribute contracts!

Hello,I want to create a flow where envelope will be automatically created, with documents and recipients.I am stuck on how to add multiple tabs which are different type in the same step. Currently i managed to setup the flow to be working but i only manage to get 1 type of tab for all of defined ones in the envelope.Has anyone done something similar and can help me?Thank you :) 

I have used docusign for years with no issues. A few days ago I sent an envelope to two people and only one received it. I tried several times and it didn’t go through to the second party. I tried his secondary email address and it didn’t go through either. I have sent these 2 multiple envelopes in the past month and all worked properly. I ended up having to drive out of town for his signature. Approx 8 hours later they all went through in the early hours the next day. I tried to register a complaint with docusign but their support network is a joke. No phone number unless you want to subscribe which is convenient. I tried to go through customer support but it wouldn’t accept my login even though it’s the same as the regular one. This was a terrible experience and zero support. Get a phone number and start working for your customers!!!! 

Ciao Docusign Community, due to a legal dispute, I need to certify the content of an envelope I’ve received months ago whose link is expired and which has been sent to my previous work email (which I do not have access anymore): I only have the Docusign envelope ID. Can you share how to have this information?  Thanks. Davide

I received a DocuSign request on Friday, 7/11. I never signed it. On Saturday, 7/12, I got an email that the document had been completed (again: I never signed it). How can I contest this?

I tried to search and checked in documentation also. In the documentation Recipient type it says its drop down, but its just text field. if you see below picture (from docusign link), recipient type they say its drop down, but its not drop down. and whatever values i tried to give/enter like ‘Need to Sign’ or ‘Signer’, its giving error and i couldn't find what are valid values anywhere in document for this specific action. (https://support.docusign.com/s/document-item?language=en_US&bundleId=oyj1749839266590&topicId=zbo1666553138186.html&_LANG=enus)Can someone provide me what are valid values in Recipient type for this action?

Hi all,We are actively using DocuSign and have an issue using Generate Agreement with Docusign action in flow. We need to generate a document using Gen Template, since we need to dynamically populate a table with the child object records information, and then send it using Envelope Template in the background when record status is changed. That's why we use flow and actions. We did it as described in the documentation: https://docusign.my.site.com/s/document-item?language=en_US&bundleId=izj1586134369853&topicId=fvj1713565839079.html&_LANG=enus, but it's not working, nothing happened. The Send With DocuSign action on the other side is working fine and sends an envelope. What can be the reason for this issue? Maybe we missed some configuration on template or something like that?

In my Salesforce org, I’ve installed the eSignature app. I’ve successfully configured and activated the app user, and I’ve also created an envelope. Now, I want to send a PDF file as an attachment to the client using that envelope. This should be done automatically through Apex, triggered after a specific action. The email should include the DocuSign envelope and attach related documents from the record. What I need to know is: how can I use Apex to send an email to the customer, using the existing envelope and attaching the related existing documents?Note:Is this possible to implement? Can it be done using only Apex, or with Flow, or both?