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I have been trying since last April to get subscription canceled, get refund and thought it was taken care of until I got renewal notice in email tonight. It won’t let me open a new case to have them call me or respond to this request. So this forum will hopefully get the attention it needs to respond to the attached emails last year…. SEE ATTACHED  The attached files have been removed. Please see DocuSign Community Guidelines and Code of Conduct.

When my PowerForm is accessed through the URL, a message comes up that indicates they need to click a link. The link isn’t clickable and they have already gone to that URL to get to that point. Anyone know how I can get rid of that notation?  

Hi Community,I need to select a contact from the related list of a Custom Object and I don’t see any results in the dropdown “Select Related List”.Has anyone configured a recipient (Contact lookup) retrieving from a related list of the source object, which is a custom object.   Regards,Uday.

Hi, I’m creating a contract template and put in conditional logic to display certain sections based on a drop-down field. I also placed Document Generation Fields in those sections, is it possible to do so? I published this Document Template but am getting an error when I try to use the Document Template saying that my document failed to generate. I am trying to brainstorm why it isn’t generating.Thanks!

We have many templates where signatories are divided in two parts. Someone from the first team signs  (signing group) and then someone from the second team signs (signing group). In between both signatures we have a step where a third party receives a CC mail, where they are notified the first team has signed so they can start their own, non-docusign related work.  The second team signs only when this third party team has completed their work, which is notified by email and not via docusign. The issue I have is that this third party intermediary should not be able to see the signatory of the second signature, for privacy reasons. By adding them as “CC” in a middle step they also have access to the final document, which includes the signatory of the second step and their details (name, phone number for OTP, email, etc.).My ideal scenario would be a “notification” step where the third party receives notification and knows they can start

Hi everyone, do I need to actively cancel my free trial subscription, or does it expire automatically after 30 days? Thank you so much for your help!

I have a service agreement that can be filled out by 1 of 9 school districts. I have a dropdown on a webform with the 9 districts as choices. This is the functionality I want to achieve:- When a district is selected from the dropdown, the district information (address, city, state, zip, etc.) is automatically filled.- The recipient for the signature is different depending on the district. I want the signature request to go to the superintendent of whichever district is selected in the form field.Is this possible? Is there another way to set this up to achieve the functionality I am looking for?

Hello, I recently purchased a DocuSign plan “Standard” for our company.I purchased it with my email address, but I won’t be the one signing in the future, hence I wanted to change the admin/login email from mine to the one of the user who will be the signee. I logged into acount.docusign.com/me with my email address, started the process to change the email address, and received the confirmation code to the new email address.Upon entering this code, I receive the following error message. The same issue was already raised in this forum last year.I tried all the troubleshooting suggestions mentioned in that thread but no luck. Creating a new admin user is no o

I recently used docusign connect in my application and i had this doubt, Are the events for an envelope queued before sending them in the order of occurring. lets say i had 3 levels and the final recipient just receives a copy, no signing action. Now two events will occur right, recipient delivered, recipient completed which will happen so quick, now will this 2 events triggered in parallel, or will it happen one after another. that is only after recipient delivered event gets a 100 response will recipient completed event sent?

Hi everyone, I am trying to find out if DocuSign supports applying a template to multiple documents in bulk. At the moment, I have to go into the options of each document individually and apply the template one by one, which is very time-consuming. Is there a way to apply a template to several documents at once, or any workflow/tool that can help streamline this process? Thanks in advance!

Hello - has anyone used DocuSign for Bill of Lading?  If so do you have the standard plan?   Looking at implementing it. Thanks.

I have clients that might need to add an additional document, however, it would be as needed per client and per their discretion. Is there a way to give recipients the option to add an additional document? It would be the same document they are already signing, just additional ones. 

Hi everyone, i get this following message when clicking Open Docusign in Add Recipients pop up on Dynamics 365 integrationSystem.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Could not find a DocuSign User entity for the current user - transaction creation failed. I already created the DocSign User record, and User Validated already set to Yes. Thank you

Is it possible to remove the options below from an envelope on creation?  We don’t want our users to use this (force them to use AES/QES) and removing the option is the more effective method to achieve this.  

Hello,One of my users attempted to log in and received the error message shown below. I have reviewed their user profile, and everything appears to be in order. Do you have any idea why this user might be receiving this error message?thread::I9bTovqzJd6s8SXROMtUngM::   Best regards,Emad 

Hi, I am generating a document in Google Docs where I add variables like {{NAME}}, {{EMAIL}}, etc. Then I export that file (PDF) and send it using the DocuSign API.The envelope sends successfully, but the variables are not getting replaced by the values I pass in the API. The final document still shows {{NAME}} instead of the actual name.I am confused: Is Google Docs the correct place to create documents with variables for DocuSign? Does DocuSign support the {{NAME}} syntax, or does it require special tags? What is the correct way to insert fields (merge fields / tabs) so that the values I send in the API appear inside the document? Below is what I want: Create document with placeholders Send envelope through API Fill placeholders with values programmatically  

Hi everyone—I’m Deepti Gangwani, the product lead for reporting & agreement intelligence at Docusign.We’d love your feedback on the Navigator Weekly Insights emails. These emails aim to surface actionable insights tailored to your account to help you stay on top of usage trends and opportunities. Your feedback will help us refine the content, format, and value of these emails going forward. What we’d love to learnFeel free to share your thoughts in the comments on any of the following:Which parts feel most useful (or not useful) What you wish these emails did differently or better  Any other insights you’d like to see in these

 After changing my development account to a production account, the last step was to get this authorization code. I allowed access (granted permission) and tested it in Postman. I keep receiving this 400 error “Invalid Grant” “ Unauthorized Client”.  Has anyone encountered this error before? 

Hello, I’m using the DocuSign eSignature API to create an envelope draft from a template that uses DocGen and contains a dynamic table. After creating the draft and adding rows to the table programmatically, I attempt to add signature tabs anchored to text placeholders inside the table.The sequence of operations is:Create a draft envelope from a DocuSign template using the Envelopes API (POST /v2.1/accounts/{accountId}/envelopes). Add dynamic table rows via DocGen Form Fields API (PUT /v2.1/accounts/{accountId}/envelopes/{envelopeId}/docGenFormFields). Wait for DocGen rendering to complete. Add signature tabs via Create Recipient Tabs (POST /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/tabs) using SignHere tabs with AnchorString values matching the placeholders inside the table.The envelope and recipients are created correctly, and the table rows appear as expected. However, the sig

I'm new here. When I use email to send signature request emails, I want to modify the style of the emails that users see. I have only found how to modify the color, subject, and email description, but there are many things I can't seem to modify, such as the text on the button, the text description for requesting signatures, etc. Are those can be modified?  

Hi everyone,I need urgent help.I was signing an agreement on Docusign and accidentally pressed ok halfway through when creating my signature. So now I have an incomplete and messy signature, and I am unable to change it.I have been struggling to find a solution to this, could someone please help.P.S I also created an account on Docusign but that doesn't help either.

Hello there,i have installed the DocuSign Integration for Dynamics 365 via App Source. I have enabled Oauth and Sharepoint. The Documents are availabe. Now when trying to “Sign with DocuSign” or “Get Signatures” I get the follwig Error: 0x80040265 Error in CreateEnvelopeOAuth. Error in CreateEnvelopeOAuth   at DynamicsRedirector.Services.DS.CreateEnvelopeOAuth(String emailSubject, String accountId, String postbackUrl, String userId) in /__w/47/s/src/DynamicsRedirector/Services/DS.cs:line 1200 Can you please help me out here? Best Regards 

Hello, I’m currently trying to understand the eSignature API (I’m new to docusign). Our UseCase is to create a template for a document we want to send out to customers for signature This template should contain “variables” that needs to be pre-filled before sending out to the signee (e. g. a Customer ID or Name) Sending should work via API.I created a template with several variables (I just put random variables for testing inside, they do not make sense) Within my API Call I am able to send out an envelope with the help of a template by { "templateId": "{{templateId}}", "emailSubject": "Subject set by API", "emailBlurb": "Mailbody set by API", "templateRoles": [ { "email":

I can't send a document for multiple recipients to sign because of the error "Your account isn't authorized to set the Allow Comments option." I don't see or want to enable comments, but that doesn't send the document for signature. Thanks.

We usually send envelopes that are signed by several people. Whenever a person has signed, we receive an email confirmation.We would prefer to receive the confirmation email with the final document only after all signatures have been completed. This setting is not yet possible. Would it be possible to implement this in the near future? Thank you very much and best regardsConstantin Heers