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Hi, we operate a bank and need to utalise the in person signing facility. Current process is as follows. Lender will generate documents eg application form or loan contract, print and have the customer sign in person.  We are looking to move to a model where we have a Kiosk Ipad fixed to the desk. The lender produces the documents required, is able to load into DocuSign and send directly to the iPad for the customer to signWhat we don't want the customer to have to do here is to log into their email accounts to fetch the link then sign. We would like there to be a way for us to directly send the documents to that specific iPad, say IPAD-25 or the iPad in a specific branch. We would also be open (but not preferred) to the idea of our staff logging into their DocuSign account to fetch the documents and present to the customer to sign. 

I have one standard plan.  I need toi assign this seat to another person.  I cannot find ohow to do this without buying a second seat.I try to a chat but I get no window that pops up.  I can sign in but Is my accoutn not yet “activated”?Do I have  to buy a support plan separately jsut to get basic login help?  I can’t call or email on the support page yet I can login.  Thanks for any assistance.  Gary    

Essentially, I have several documents to send out to multiple recipients. I need any one of the recipients to sign any of the documents and have the signature witnessed. Signing Groups appears to let me either have multiple recipients where only one signs OR have witnessed signing, but not both. To make things more complicated, only some of the documents require witnessing (though I imagine I would just need to create a separate envelope for the witnessed documents). 

I am editing a template in the new editor and a lot of the fields available in the classic editor are not available in the new one.  When will these features be available and why weren’t they implemented in the first place?Unfortunately the document I am editing is complex and I need to be able to create a template using all of the classic features in addition to the new ones.

Hi all, I signed up yesterday so I could send out documents for SignatureI sent 5 envelopes then received a message saying “the envelope allowance for the account has been exceeded” I checked my usage details (below) and it’s showing that 5 envelopes out of 10 included have been used Regardless, I went to upgrade my account so I could send all the envelopes required and I received the message below I don’t seem to be able to get through to support in any capacity - click on ‘chat’ and it

Hi, I am wondering if there is an "or" functionality where as I am able to send a document to two people (from one department) but only require one of their signatures in order for it to progress to the next signatory?In other words, I send out documents for signing to different departments but only need one signature from each department but I'd like everyone in that department to be able to have the chance to sign and once it is it goes to the next department. Please advise if there is a way to make this work! ThanksJimmy

Can’t get past this in my APEX code: Method does not exist or incorrect signature: void getEmbeddedSigningUrl(Id, System.Url) from the type dfsle.SigningService.More context: String returnRedirect = 'https://<someURL>/s/paperwork-complete'; Url signingUrl = dfsle.SigningService.getEmbeddedSigningUrl(myEnvelope.id, new Url(returnRedirect)); return signingUrl.toExternalForm();

Hi Community, My company uses UKG for our HRMS.  We have UKG’s Document Manager module.  Through Document Manager we have our Docusign account connected.  We are trying to send a pdf to an employee through Document Manager that then goes to Docusign for signature.  That process works.  the issue I am experiencing is that when doing that, the employee is required to place the fields into the form themselves.  I would prefer that once they open the form in docusign the signature and date field are already mapped to the bottom of the form.  We tried using a tag, but that didn’t appear to work.  I read something about anchors, but am not clear on how those can be created in docusign and if that would work.  thank you in advance for any info you can provide.  

Is there any way to map additional info for user profiles through SAML mapping?  Job title, Company, Address, that kind of info.  If I can pass the info from our IdP, is there a way for DocuSign to map and apply it to our user profiles?

Hi everyone,I’m using DS IAM with new interface. I am trying to map a Web Form checkbox group to an eSignature envelope template checkbox group but I keep getting this error:DOCGEN_PROCESSING_FAILURE  “Checkbox Values can't be blank”Setup:Web Form- API reference name: Checkboxpartenaire- Options (and API value): Facebook, Instagram, TikTokEnvelope Template- 3 checkboxes from the same group- same Data Label: Checkboxpartenaire- grouped togetherHowever, in the template editor I only see the Data Label field and no place to define the checkbox option values (Facebook / Instagram / TikTok).How should checkbox group values be configured in the template so they correctly map from the Web Form? In the example below I was even trying to add the API Value directly but there should be an area to provide both checkbox group API value and each checkbox API value no?

We would like to integrate an Aadhaar-based e-Signature API into our application, where as developers we can send a PDF document and allow the end user to complete Aadhaar e-sign on it.Could you please provide guidance on the following: How to use the Aadhaar e-Sign API for uploading and sending a PDF for signature The complete integration steps and workflow involved How the end-user authentication (Aadhaar OTP/biometric) is handled in the process Steps to configure and enable this feature in a demo/sandbox account for testing Any required API credentials, documentation, or prerequisites to get started We are currently in the initial integration phase and would like to test the functionality in a demo environment before moving to production.Kindly share the relevant documentation, API references, and onboarding steps.Thank you.

Account Creation and Payment: On 22/03/2026, I created an account using my email address (which is different from one I am posting) and subscribed to the eSignature Standard Plan with an annual payment of $240. I have attached confirmation from my credit card (SMS and online banking) as proof of payment. Initial Usage: I created one template & sent out an agreement for signing the email went out but now the link is no longer accessible. Access Issues: Suddenly, I was unable to access the account via the links provided in your emails. Hence I had to create this free account just to post about my issue. Password Problems: I attempted to log in, but the password I set was deemed invalid. As the sole user, I am certain I did not change it. Password Reset Attempts: I tried to reset the password using the "Forgot Password" feature. However, I did not receive th

Hi everyone, I have just subscribed to DocuSign with the option of using QES for signing documents as and when needed. How do I set up my QES if I don’t already have my digital identity verified? I know DocuSign is a QTPS but I do not find any clear information on requesting this service. Thanks in advance!

Hello.i’m working with a microservice API to connect my applications with Docusign APIs.I have an issue that my client web application are not alowed send document to my API for business rules reasons.There is any option to upload the document within a empty envelope over a presigned URL, that my API generates in Docusign APIs and then my web client just upload the document directaly?I have searched over API documentation but didnt found anything

Is it possible to set reminders and different reminder frequencies for each user? In other words, so that all the envelopes sent by a user have different reminders and frequencies. ¿Es posible establecer recordatorios y frecuencias de recordatorios diferenciadas por usuario? Es decir, para que todos los sobres que envíe un usuario tengan unos recordatorios y frecuencia diferenciados. Would it be possible to include in the API the option to choose the reminder frequency for each envelope? ¿sería posible incluir en la API la posibilidad de elegir la frecuencia de recordatorios por sobre? Is it possible to include in the API the ability to send copies without requiring a signature? In other words, in Docusign we can decide whether the person receives only a copy or, conversely, must sign—would this be possible in the

HiHas anyone come across an issue where recipients can’t read the document they receive because it’s very small type and all left aligned on the screen.The recipient is picking up the DocuSign envelope on their mobile phone, and using their browser to open (not the DocuSign app). See below screenshot. 

Currently there is no way to determine the timing of when items are added to the Activity Feed; it only shows the date and then a listing of activity on that date. This is problematic for us from an audit and tracking perspective. Can the system add a timestamp?  Also, it also looks the Last Activity column in the Agreement Request Dashboard used to have a timestamp (based on screen shots in the Agreement Desk User Guide) and now it doesn’t (in my Developer account at least). Has this data point been removed entirely?![endif]-->!--[if> 

I want to create an envelope that would contain multiple documents using envelopes endpoint of docusign api. Here is the main requirement Sending multiple documents in a single envelope Once all the signatures are captured for all documents receiving the webhook callback Confirming that: All signed documents are returned Currently we are creating a single document per envelope and while creation we send custom field with a documentId. This field is returned in the webhook call from Docusign which help help us with downstream process. If we are able to receive multiple signed documents in a single webhook call, is there a way to have the unique identifier for each document in the response from webhook?

My colleague Dan B sent several envelopes using another colleague's (Dan C) account to which he has Shared Access. Dan B added himself and a third party as Receive a Copy recipients on the envelopes. About 30 of the envelopes have been signed, but Dan B is saying he only got copies for four of them. I have looked at the history logs for a few of the envelopes for which he did not receive copies and confirmed that copies of the executed document were only sent to the signer and to Dan C not to Dan B or the third party. They received a copy of the initial outgoing email when it was sent, but not a copy of the executed document. I don't understand this - docusign is supposed to send a copy of the executed document to ALL recipients.!--endfragment>!--startfragment>I have attached history logs and screenshots of the Recipients screen for two envelopes - one for which Dan B did receive the executed documents and one for which he did not.  Thanks,Teri

My integration key shows as Live in the developer portal, but when I try to authorize against production (account.docusign.com), I get 'The client id provided is not registered with Docusign.' My production account also shows no integration keys available. Go Live form was signed and counter-signed (Envelope ID: 132D960E...). This has been unresolved for over a week

Hi all,I have a workflow that calls an intake form to upload a document. When a user with CLM User permission tries to upload a document an error occurred (see screenshot below). I also added the user under the Folder Security and assigned the following: “View & Create” or “View & Edit” or “View, Edit & Delete” or “View, Edit, Delete & Set Access” but to no avail. Am I missing some settings?As CLM Admin, I can upload a document without an issue. Thank you in advance. 

I can see doc’s needing action and when I attempt to sign, I get“We couldn't find the page you're looking for”When I use the docusign app I am able to sign.I use pihole (DNS filter) and have whitelisted apps.docusign.com but that didn’t change anything.Laptop is a fully up to date MacBook Pro using Firefox.  Just started a session with Chrome, no issue there…  I will finish in Chrome.  Not my preferred browser.I have approved MANY docs over the years, but this issue only started recently.Firefox issue or Docusign?

I’m looking for guidance on how to control the rows displayed within a table in a DocuSign Doc Gen template generated from Salesforce data.Current Behavior:Our Salesforce data structure allows for multiple records per Brand (for example, multiple “Caldera” records with the same service type). When the document is generated, each individual record is rendered as its own row in the table.Desired Outcome:We would like to display only a single row per Brand in the generated document, even when multiple Salesforce records exist for that Brand.Question:Is there a supported way within DocuSign Doc Gen to group, deduplicate, or otherwise control the dataset so that only one row per Brand is rendered in the table?

I’ve created a template and have shared that with select colleagues to use. In order to keep track of when the template has been used by the colleagues I shared it with, from my understanding is I should be able to see that in the History (Template→Elipses→History). However, when I click on history I only see my own use history of that template. I am the owner of the template as well. Is there a step I’m missing? How can I view when the template I have created, shared, and am owner of has been used by the users I’ve shared it with?

I have documents with docusign ID, some multiple ID that I signed electronically but did not originate, that I need the histories for court. How can I get this informations?