Help Forums

From poking around a bit, I have come to an understanding that DAL does not support using checkbox fields from Salesforce as merge/writeback fields. Is this true? If so, this seems like a major oversight, especially considering the fact that something like this was possible with the Legacy Docusign integration.We use a number of checkbox fields that we would like to merge/writeback via Docusign contracts, but it seems like there are no solutions other than “change to picklists” i.e. change our entire data model. Has anyone found a workaround? Are there any plans to implement checkbox merge fields?

Hello ​@paige.rossi I have a question regarding the DocuSign integration in Onboarding.We are now using DocuSign in Recruiting for the offer letter. In Onboarding, we are still using the embedded SuccessFactors signature. We are planning to switch to DocuSign in the Onboarding module as well in the coming months.Could any complications arise from this (e.g., loss of our existing compliance documents, need of migrating old documents)? Are there any  issues we should be aware of??I would greatly appreciate your response. Best regardsRobin

I have DocuSign Pay-As-You-Go account. I am developing an application. From within that application, using APIs, I want to be able to send DocuSign envelopes to my clients and get e-Signatures. I have 100's of clients and we expect to have several envelopes to be sent every year, per client.  Do I have to be a DocuSign partner for this?  It appears that I cannot use our PayAsYouGo Account (see screenshot below).  When I look at IAM Standard plan, it doesnt tell me if I can do unlimited e-sign envelopes to my clients…. but it says unlimited webapp sends.  Not sure if API call and web app sends are same.   DocuSign integration that I own into an app I am building must be much simpler than this!!  Please HELP!​​​​​​ 

Hi All,We are currently implementing Docusign for Salesforce using the Docusign App Launcher.  Right now we have got it setup in Salesforce developer sandbox, connected to a Docusign developer/demo account.  We are specifically using Document Generation / Gen and eSignature.We have setup a dedicated integration as per the Make a Standard Salesforce User Your Integration User article, which appears to work well for eSignature and we have no issues at all.     However, we have encountered a challenge with Document Generation / Gen resulting in an error:Unable to create ContentDocumentLink for ContentDocumentId: 069S900000DzdJXXXX and SfObjectId: 500S900000IkmXXXX.T

Hi TeamIs there a way to extend the Expiry of the Docusign sign link send to user? Currently it expired after ~24 hours and they have to request for resend new link. Please advise.

 As assinaturas eletrónicas qualificadas têm validade legal equivalente à assinatura manuscrita em toda a União Europeia, mas apenas se a plataforma for certificada. Salientamos que a assinatura eletrónica qualificada é uma assinatura avançada que é criada por um dispositivo qualificado de criação de assinaturas e tem por base um certificado qualificado. Estes certificados são emitidos por entidades que a lei denomina por “prestadores qualificados de serviço de confiança”. Ou seja, é necessário verificar que prestadores são reconhecidos em cada País para entender quais os certificados que podem ser utilizados. A lista de prestadores qualificados, pode ser consultada aqui:

Hello Everyone,I have the following situation:I created a template for a protocol. In it I defined a textmark for DocuSign, let’s call it /Sign1/. Since this document is a template it gets copied and the copies get edited. What I want to do now is the following:I want to put several of the copies in one envelope via PowerAutomate to signed each. The flow I created works fine and sends the envelope to the recipients who then are able to sign the documents.BUT they are required to sign each document as much times as documents are in the envelope. Like when I put 3 documents are in the envelope they have to hit the sign button three times on each documents. I guesss this is corresponding to the /Sign1/-textmarks which are in the envelope.Is there any way to work around this issue?Thanks in advanceJHu 

Hi DocusignI am posting letter to you in Royal Mail because I cannot communicate in any other way attempted about a contract which I now do NOT wish to sign as renewed. Thank you. Antonia

Hi,we're experiencing issue where user unable to esign. Once we select to sign the document, we can’t access the website. I’ve followed the suggested steps (like clearing the cache in a separate forum), but I still can’t access the site to e-sign. Any suggestions or help would be appreciated.

I sent an envelope to 2 recipients (in signing order 1, 2). 24 hrs later, the 1st recipient still has Not received the envelope, and neither has the 2nd recipient. I do understand that the 2nd recipient will not receive the envelope UNTIL the 1st recipient has completed their signature. But in 24 hrs time no one has received anything. Help!

We have been unable to sign up for a developer account the past 2 days. When we click on the “Get Started” button after filling out all required fields, the button flashes for a moment, but then no other response from the page.We have tried:Using a different email addressUsing a different browser (chrome, Edge)Clearing cache and cookiesUsing Incognito modeTrying to sign up on a mobile phone on both wifi and cellular networkI notice a request outgoing in the network tab:POST https://protect-d.docusign.net/api/2.0/approvals?ik=89220935-c225-4fcf-9eb7-547598b97a7bPayload{"state":"<JWT_HERE>","action":"ActionNewAccountSignup","challenge":"ActionRuleEngine","features":{"firstname":"Evan","lastname":"Payne","email":"evan@<my_email_address&g

We have a CLM workflow where we send out a document in draft mode, then later, send final draft.  The users keep signing the DRAFT documents.To solve this, I found the action/step to Add watermark to a document, but I could not find any way to remove that watermark.I also thought I could make a copy of the document first, then watermark it, but if the user made changes, I wouldn’t be able to get them back to the original.Does anyone know of a way to remove the watermark for a document in CLM Workflow?

Is there a way to stop Docusign from automatically sending all signers the completed version of the document after all signers are done?

I am working on a project for a contract management system. The data resides on a SQL Server backend. I need to create Docusign Templates for many state-specific and generic contract documents. I am familiar with Salesforce merge fields, but I need the same capability for this project. I understand I may need to build a custom connector in order to connect to SQL Server databases. I need help or guidance on how to go about this.

I signed and sent a document. The receiver has not received it. They have also checked the spam messages. How do I resend a document to the original sender?

I have 2 names appearing on my profile.  My name is Dillon but I am also getting Dylan after my name.   See attached.  I went into Admin and only Dillon appears but the email messages have both Dillon and Dylan. How do I delete the wrong name?

I have a document I sent for signature back in April that was completed at the time it was sent. 3 weeks ago it started sending reminders to the person that they needed to sign it. How do I get it to stop sending reminders?

My DocuSign subscription was going to renew 04/16/2025 so I cancelled the subscription on February 26, 2025. I received confirmation that the subscription was going to be cancelled April 15th 2025 (Subscription Cancellation attached). I checked my account today April 04/17/2025 and I see that the renewal amount $591.78 was charged to my account. I have tried to submit a case to DocuSign Support to get the refund, however, my account is now a free account and DocuSign only allows paid accounts to create cases, not free accounts. They downgraded my account to a free account the minute the subscription ended, but still took the money for the renewal right away. Trying to get in contact with anyone has been practically impossible and incredibly frustrating. This is a very deceptive business practice. If I don’t have a response in a timely manner I will be getting in contact with my bank to initiate a chargeback. 

Really making me nervous that I accidently signed something I didn’t intend to

I have an account with DocuSign but cannot for the life of me figure out how to speak with someone in customer support.  I tried to open a case but the site is telling me my subscription level doesnt support that or something.  I am having issues with template documents where I have added populated text, date signed and signature fields to the template and have saved it.  However, when sending the document to a recipient and when I view on my end for signature the template is completely blank.  Any suggestions?

Hello, i initiate the signature within my company and all of my team members have their own account of DocuSign. But the presented format is different - sometimes show “signed by”, sometimes show “DocuSigned by”, and the frame color also shows different recently - one is in purple, another is black, and they are in the same docusign document. 

I include our CFO as a signer/guarantor on all the agreement envelopes I send to new clients. All of a sudden, he no longer receives the envelopes to sign.  Nothing's changed.  I need support 

I have a personal account where I want to send a document to be signed. I need to add fields, but it’s giving me this error message:The account administrator has disabled adding fields.I don’t ever recall being a part of any group. I checked my settings and I have admin privileges, but there are some settings I can’t edit. However, I can’t see anything in the settings that is preventing me from adding fields to a document I want to use.In contrast, I had my friend create an account, and they were able to do everything normally. What am I doing wrong here?

Hello, up until today, I have always used the free version of DocuSign with no problems. I ONLY sign my own documents that I prepare; I never send them via email to be signed by anyone else.  I never ran into any issues with the number of documents I could sign. Since i never send them, I never had to worry. As a matter of fact, my homepage still says I have 2 sends left.  However, when I tried to upload a new document to sign, I received this message: “The envelope allowance for the account has been exceeded.”.As I previously mentioned, I never had to worry about a signing limit.  I’ve signed many documents in a month, sometimes over 15 with no issues.  I’ve been using DocuSign since 2018.  Can someone help?

Hello DocuSign Community,Recently I created a new custom field in DocuSign, see below:And I used this field in Workday BIRT design, see below for testing:However, when test it , this field is never working and end user cannot edit this field but only see the text “\jayorg11\ , see below Can you please help why it is not working ? Is there anything I missed ? Regards,Jay