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Upload an Excel  format file to sign, when download files, can the signed file format is still Excel ?currently the download file is PDF formator. If  the signed file format is Excel can’t available. Can the download files include mine original Excel file? When i download files, i can download original Excel file that have not signed and also have signed PDF document.  

Is it possible to customize the document name format (e.g., Last Name, First Name – Document Name – Date) when using DocuSign’s Bulk Send feature, instead of relying on the default or random file naming?This is a key requirement when handling hundreds of signed PDFs, as it would eliminate the need to manually rename each file individually after receipt.

Hello,How can I extract the Field API name from DocuSign using Retrieve?

Hi Docusign community, I'm having an issue when trying to sign a important document due to an error on the indentification process with IDnow. Id performed the registration process via ID (Germany) on the IDnow app and it when all green on the steps and finished with an error. Now when I try to sign the document it shows me a message: This identification for this Transaction Number has already been completed and cannot be restarted. I've contacted the IDnow support which refered me back to Docusing, but I can't find a way to contact Docusing support. Would you kindly help me identify the best way forward?  Thank you in advance.João Paulo

The "Lock Recipient Name" setting is disabled in my account settings, recipients can modify their name during the signature process. When I create the document for someone to sign, when I “Add recipients” and type in the persons name (example John Smith), when I get the document back I see (Johnny Smith). I’ve read there is a Lock setting, so therefore the person has to sign with their legal name (John Smith)...but I don’t see it.  Under Signing Settings, Signature, I don’t see a link to click on for: Lock

Is there a way to recover a purged document so I can save it again?

Hello guysI have a client who wants to limit the number of attachments in the attachments field from the document generation form to 1 only, no more attachments allowed in that field.Is it actually possible? If so, how do I do it?Sorry for my poor english and have a good day

I’m getting the following permissions policy error when using DocuSign JS on my website. I’ve updated the page headers to set the correct Permissions Policy.{ key: 'Permissions-Policy', value: `geolocation=(self "https://apps-d.docusign.com")`} [Violation] Permissions policy violation: Geolocation access has been blocked because of a permissions policy applied to the current document. See https://goo.gl/EuHzyv for more details.(anonymous) @ signing_iframeless_mobile.backbone-app.js?cs=e7c9df7fb0be52f728b3:2ready @ signing_iframeless_mobile.6672.js?cs=cfe5a6fc98b421a49266:2(anonymous) @ signing_iframeless_mobile.backbone-app.js?cs=e7c9df7fb0be52f728b3:2(anonymous) @ signing_iframeless_mobile.backbone-app.js?cs=e7c9df7fb0be52f728b3:2(anonymous) @ signing_iframeless_mobile.js?cs=d822fccc2:2(anonymous) @ signing_iframeless_mobile.5132.js?cs=36825c07c67f2dd22f3b

Hi,I had 2 different agreements which was completely signed, I have even received the final documents in my email and downloaded them. But as I log in DS they appear to be not accomplished by two of the signers and I can’t update their status so its finished inside the platform. What should I do?Is there a direct contact with DS support?

Hello, how do I disable the AI Summary from popping up every time I do anything? This feature is not relevant for me and I am getting frustrated with closing it every time I sign anything.Thank you.

I am trying to remove the envelope ID from my documents in the “Sending” Settings. However, my settings are structuring as the screenshot attached reflects. Given this is not checked, shouldn’t the envelope ID not appear? I am on a free trial at the moment - do I need to upgrade to a specific plan to unlock the following boxes and keep them unchecked? 

Does anyone know how to give other users in a workgroup access to check where the envelope is in the signing ceremony, to determine which approver/signer has yet to sign the document.  This is especially helpful for time-sensitive documents to allow someone other than the owner/sender to know which signer the document is waiting on.   There are times when signers may not receive emails or the email has been typed in incorrectly.It would be beneficial if a signing group could be given access to the signing progress of an in-process envelope as part of an ownership rule when the envelope is sent.  I envision something like an ownership rule like “when an envelope with custom field “x” is sent, the ownership/access to envelope is transferred to “Signing group” or the like?Does anyone have any ideas how this may done in the platform without creating a service account user, perhaps even with Power Automate, PowerBI?Thanks in advance for any ideas/suggestions - CW

Hello All,We have a requirement wherein email which is sent to the user for signing a document should be in Non-English language, possibly in a language preferred by the user. In addition to this, even the attached document should be in user preferred language. How can we achieve this in DocuSign?

I set up a free trial to try using docusign for the first time. Immediately upon creating my account I was met with a server error which reads “Server Request Error: Could not load settings”. Clicking on the home page I see that I am logged in, as it shows my initials, but clicking on any option in the dropdown under my profile brings me back to this problem.There is an additional “auth error” that shows up on certain pages stating that if an account was just made, to wait 15 minutes, and if nothing changes contact support. I am still having that problem more than 15 minutes later, so it seems to be a generic problem the docusign backend. 

There is currently a hacking scam going around. Crooks hack into someone’s legitimate business email account, then send messages to people (I fell for it) saying there is a document to be signed. The links lead “docusign” and everything looks legit except, of course, there is no document, and it keeps asking for passwords to access the non-existent document.Since this hit me, I’ve seen other similar “official” emails sending the recipient to docusign for documents that don’t exist.I am trying to change my DOCUSIGN password but that seems buried. 

I have a use case below. What do you advise in regards to the best workflow. Im particularly interested in when to use Webform and Powerform in this case.Use Case:I want the below to be the beginning of a Maestro workflow, automating a full contract lifecycle:David completes a form via a shared link and uploads three attachments within the completion. The form data auto-populates a contract template. The contract is then routed to John (internal user), who completes the remaining fields not included in the original form. David’s is able to see all the entries inputted by David, and ideally can edit them, and receives the attachments. Once John finishes the form, the fully completed contract triggers the generation of: An Executive Summary (static template) A Business Terms Summary (static template) O

I have a consent form that needs to be signed by teens (our participants) and parents prior to participating in a research study. I want to be able to email/text the form to the teens, they would then forward the link to their parents to sign, and the teen can also sign on a designated line. I do NOT have the parents’ names, I only have the teens’ names (that is our recruitment strategy). Is this possible? Ideally we would let the parent fill in their name and sign it. I can technically fill-in the teens’ names but that could be cumbersome at scale, so ideally they would also fill in their own name and sign. I am completely new to Docusign so would appreciate step-by-step instructions for this. thank you! 

We are designing a new template that includes a document that may require entry for up to 6 fields.  We would like to have the document not populate the red blank unfilled fields at signing if no data is entered. Is there a way to automatically eliminate the lines that appear in the red section below if the user does not add data? 

Hi.I’m working in a sandbox environment and surprised that I’m able to download and print a Certificate of Completion and documents even though the envelope is still in progress with some signers still to sign and complete required fields?I didn’t expect to be able to download a CoC until all required fields were actioned and the envelope was completed.  Is this available in the production/live version of the platform - it somehow doesn’t seem right?Many thanks. Kenneth

Here are some of the latest popular questions that developers asked on Docusign Community in the month of July 2025. Thread: Is there a way to realign transformed PDF fields based on original PDF alignment?https://community.docusign.com/esignature-api-63/is-there-a-way-to-re-align-transformed-pdf-fields-based-on-original-pdf-alignment-24757

Hello All,Our company has 50 users accounts with DocuSign.They are dealing with many different types of contracts.However, 15 users are ONLY dealing with our SoW (Statement of Work) contracts. Those users must ONLY send the SoW envelopes/documents to recipients via DocuSign.Those 15 users can use their own signatures.I want a solution where:When those 15 users send SoW contracts, after the signatures are completed by our users and recipients, the contracts files should be stored in a document library in our SharePoint site.Apart from those 15 users, If any other user sends any other type of contracts via DocuSign, those contracts should NOT be stored into the SharePoint site.I already set up connections with SharePoint in DocuSign.I would appreciate if you could please help me on this.Thank you in advance.

Due to a misunderstanding with the payment account, an amount of 585 USD was mistakenly withdrawn from the wrong account. We kindly ask for your understanding of our situation and request that you suspend the payment. If you suspend it, we will be able to retrieve the funds from the Mongolian bank.We will make the payment from a different account. Is it possible to get refund?

 I can receive the documents by email and sign them without any problems. However,  I just can’t see them on the dashboard (shows “0” in any catalog) and couldn’t find them in the inbox either, on Docusign.It seems the signature I put on the documents is different from what I see from my user profile, but I’m using the same email address to receive these documents signing requests and logging onto Docusign. Strange.Can anybody help? Thank you ~ 

Hello, I am facing some issue due to yahoomail outage today. Let me try to explain the situation:my friend’s solicitor sent him a document to sign with a witness my friend sent it to me on my yahoo email address unfortunately, as yahoo had outage my email is lost now my friend is not able to send me email again , or change the witness , or send me reminderwhat can we do so I am able to sign it as witness. I didnt have docusign account before my friend sent the request so I dont see it on my account or app.please help. Thanks Thank you

We built an integration with DocuSign SOAP APIs in 2012 and a few of our clients are still using them. We are hitting the end points https://demo.docusign.net/api/3.0/dsapi.asmxhttps://na2.docusign.net/api/3.0/dsapi.asmxhttps://www.docusign.net/api/3.0/dsapi.asmxto create envelopes for our clients. Recently, we noticed that whenever we add the custom tags for the recipients, they are automatically are required, even if when have not specified the customtabrequired property to true. Whenever we require the custom tag, we specify the two properties to true.CustomTabRequired = trueCustomTabRequireSpecified = tr