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My org uses Docusign Gen for Salesforce to generate contracts and send them for esignature. Most of these contracts originate from the “Contract” object in Salesforce, but the documents themselves can vary greatly depending on the details of the contract in question. Our current solution has been to upload many, many different formatted Word docs into the same Docusign Gen Template. This way, there’s only a single button on the record page, and the end user is able to select which specific template(s) to use. The issue is, of course, the number of templates has started to balloon and is now a bit of a concern. Below is an example of what our end users are seeing:All of these options always default as checked, so every time someone wants to generate a doc, they must uncheck each template they don’t want to use. This has en

We are currently using the DateSignedTab for the embedded signing. However, we are located in Kuala Lumpur, Malaysia, but the timestamp is showing SGT (Singapore Time. Is there any way to change the timestamp to reflect our current location? 

In my DocuSign developer account, i can see the option to add a shared user and manage shared access. However, in the DocuSign production account, i do not see the option available

Hi DocuSign Expert,Anyone could advice how do we count the usage for DocuSign Navigator?Is that count as envelopes or as number of documents?Since every envelopes completed will directly moving to docusign navigator as well.Thank you.

Hello @Everyone,I'm encountering an issue with DocuSign Java SDK integration in my Spring Boot application, specifically concerning email notifications for signers and carbon copy (CC) recipients.Here's a breakdown of my setup and the problem:Setup: We have multiple signers, and their routing order is set sequentially. We have two carbon copy (CC) recipients, both assigned a routing order of "1". Observed Issues: Initial Email (Signing Request): When the document is sent for signing, signers receive the email according to their sequential routing order. However, both carbon copy users also receive an email at this initial stage, seemingly along with the signer who has routing order 1. Declined Email: If any signer declines the signing process: Signers with a routing order less than

Excited to be among the Top 5 Contributors in the DocuSign Community! 🎶I am truly honored and grateful to receive this thoughtful gift resistance bands to help keep me strong both online and offline. Supporting fellow users in the community has been an incredibly fulfilling experience, and I look forward to continuing to contribute and grow together.Thankyou DocuSign for valuing community and for this cool and motivating surprise. ​@Lindsay.Rothfeld 🙌 👪 DocuSign Community Leaderboard Top 5 contributor💹 Ranked #3 in the Reply Royalty category in Doc

Hello Community,in our signing process users should be able to send attachments with the agreement. So I created an Envelope Template and included the fiels. One of the fiels is a PDF with fields to fill out, but not in the signing process, because it is a request document for later services.Now the problem is, that the fields to fill out are not longer available after the process is finished. Is it possible to send the Service-PDF with the fields to fill out still available?I read, that I should add it as supplemet document, but then in the Contract the anchor fields are not working anymore. Hope someone is able to help me. Thanks and have a nice day,Sven

‘Sign (they stopped using my full name, so I guess they just want to use last names, regardless of how rude it sounds) no longer gives me the option to Cancel my account. Instead, they continuously charge my credit card. This means that if I let the available credit slip below what ‘Sign wants to charge me, I will then be charged that amount - even though I do not use their service. For the love of your greater deity (if you have one) - how do you get ‘Sign to stop charging you or otherwise let them know you no longer need their services?Thanks!Sean

How to Lock Recipient Name option prevents recipients from changing their name when adopting a signature?

I am using a Mac desktop with the latest IOS Version of Sequoia 15.5. I go onto the car website with Safari to fill out purchase agreements for real estate and then when I try to send them to Docusign it opens up a new window like always but then I get this code“You have attempted to access a restricted URL. If you feel you have reached this page in error, please contact your internal system administrator . Transaction Id: 0437242e-388a-4af6-ad16-adef839229cc”I have cleared all cookies and caches, I have allowed pop up windows to open up. I don't know why I keep getting this code. Then when I us my Apple laptop It opens up just fine. Im looking for some help here on what the problem could be on my desktop.

The last time someone sent me a document to sign on Docusign, the system made me create an account - though I already had an account. There were errors, but because the document was created by someone else, I couldn’t correct them. I have a professional name and a legal name. This document had to be signed with my professional name.One of the mistakes was that the document contained my legal name. I emailed the other party and asked them to correct the document. They did, but now, because my account was created using my legal name, Docusign kept auto populating the corresponding signature - though that was no longer the name/info on the document.Second problem is that the signature always comes through teeny tiny with no way to control its size - unlike say markup in PDF.Third problem is that the Docusign authenntication header covered/masked the top line of the document making it unreadable.The addition of that header also threw off the pagination so that th

We have access to In Person Signing.  We have access to e-Witness.How can you conduct an In Person signing in combination with a witness (probably the host)?

Hello.I do a ton of long form subcontracts that are 40 or more pages. Each page requires the initials of both the sub and the contractor. I have to manually assign each and every page. Is there a way to do this quicker?  Thank you!

I am trying to create a check box in a document, utilizing docusign for e-sign. I have this set up in docusign: \YesCheckbox{r}\and I have this on my document \YesCheckbox1\ when document is launched in Workday, no check box comes up. Signature/print name/date work just fine with the anchor text. What set up might I be missing? 

Is it possible to redact a file in Docusign once a file has been signed. Example is that if we have a data access request, can we redact files in Docusign instead of doing the whole PDF redaction bit?

Just as title says. I am looking to cancel after accidentally upgrading to a new plan. I did not know you guys hide the downgrades when selecting plans. I have been with docusign for three years; what happened to the customer service at this company? This is absolutely ridiculous.I’d like to cancel my plan, I’m within 30 days of purchasing it and it’s a yearly subscription so I’d like a full refund. The ridiculouly useless chat bot tells me to open a support case, however there is no way to log in to the support website.P.S I am heavily involved in social media in the real estate industry and will be discussing your absurd new business practices in my next posting/podcastThank you

As of the past few days, I am receiving the message, ‘no results found’ when I enter an email address in the search bar for completed documents. However, I can find the document if I scroll through the pages of completed files that are listed.  Why is this occurring all of the sudden?  It is making it difficult to recall signed files that I need to retrieve.

When I have more than one copy recipient, an error will be reported. it will tips “The specified envelope has duplicate recipients”

I can’t create a Docusign developer account - when filling out the form and submitting, the subsequent “clock” just spins and spins forever.  Have tried two computers and two different browsers.    I’ve seen some other mentions of this issue but no resolution. help?The api response like thie  {"id": "abc","done": false,"state": "abc","challenges": ["ActionRuleEngine"],"version": 1}

When sending to an Agent, DocuSign presents a popup allowing the agent to provide name and email of the recipient along with a Private Message to the customer.Is there a way to disable this feature? We would rather not want Agents to be allowed to send private messages. When the customer receives the DocuSign document and they open it, they are presented with an Electronic Disclosure popup, where the same Private Message is placed on this popup and saying it is coming from the User Account of the one sending the document and not from the Agent that placed the actual message. Is there a way to not have the Private message on the Disclosure, and if not can it be configured to say that it came from the Agent rather than the User Account?

My company uses DocuSign to complete legal applications related to foster parent licensing. Since there are so many required documents, we break them into “packets” of multiple documents to be completed in stages. A staff member wanted to know if it was possible for a recipient to return a packet even if not all of the forms are complete. I imagine this could be accomplished by making all the fields optional, though this would likely result in a large number of forms being completed erroneously. If anyone has any ideas on how to better structure our envelopes, I would be grateful. Thank you.

My docusign webhook api calls work in developer account but they fail in prod account giving me KeyErrors in prod. Why is it different and when was this change made?Here’s how the dev response looks like: ``` {"status": "completed","documentsUri": "/envelopes/8554a84b-c12e-4d66-a3ae-asdasasd/documents","recipientsUri": "/envelopes/8554a84b-c12e-4d66-a3ae-asdasasd/recipients","attachmentsUri": "/envelopes/8554a84b-c12e-4d66-a3ae-asdasasd/attachments","envelopeUri": "/envelopes/8554a84b-c12e-4d66-a3ae-asdasasd","emailSubject": "Please review your solar contract","envelopeId": "8554a84b-c12e-4d66-a3ae-asdasasd","signingLocation": "online","customFieldsUri": "/envelopes/8554a84b-c12e-4d66-a3ae-asdasasd/custom_fields","notificationUri": "/envelopes/8554a84b-c12e-4d66-a3ae-asdasasd/notification","enableWetSign": "true","allowMarkup": "false","allowReassign": "true",

Hello,I am currently working with DocuSign CLM and would like to customize the task view for users.Specifically, I would like to ask:Is it possible for individual users or administrators to add custom attribute fields (such as “Transaction amount”, "Document Type" or "Requested By") as columns in the task view?Any guidance you could provide on this setup would be greatly appreciated.Thank you very much.

Hi everyone,I'm using the eSignature REST API v2.1 and enabling "transformPdfFields": true to automatically convert PDF AcroForm fields into DocuSign tabs.What I’ve noticed is:In the original PDF, some text fields are center-aligned.After transformation, those fields become left-aligned, and there seems to be no way to restore the original alignment.My questions:Is there a current way (via tab properties or metadata) to re-align or preserve the original alignment of transformed fields?Is there a plan to allow alignment options (left, center, right) on transformed tabs in the future?Thanks!  

How can I make it so that the people I share access with on DocuSign can only see the documents I’ve sent for signature, and not the ones I’ve received to sign?