Help Forums

I am trying to sign a document/send an envelope and I keep getting an error saying “Unable to create the envelope. Cannot access envelope resources under an unpersisted envelope.”. I have tried loading a document that I know has worked successfully in the past so I know the document is not the issue. How can I resolve this issue?

Hi, I run a health care business & I would like to implement a new patient/onboarding form via docusign, however this could run into 1000s of envelopes? What would be the most cost effective way of doing this across 2 branches? Thanks,David

Hi there,I have a shared inbox set up for a group at my company. The method I used to set this up is they have a shared email that I share the envelop management with the members of the team. BUT when I share templates to the shared email user in DocuSign, those templates do not show up for the users in the inbox. What are some troubleshooting steps I can take on this? The workaround is to share the template with each individual user, but I would rather manage at a group level. Thank you!

i have looked at text and date fields but don’t see how to assign current date to a web form field.

Does DocuSign retain and provide access to audit trails for 3 years?

I have a business account and my staff have access to their accounts though when I sign into my admin account it just looks like it’s a free account and I don’t see anything regarding my company though when my staff look at previously sent docs, the email i’m signing into is the one cc’d to the envelope. I’ve sent emails out to our Docusign Sales rep and support but it’s a rather urgent matter. Does anyone have any helpful information?

Hello,I am currently using an Enterprise Pro account and am experiencing an issue while creating a web form. Specifically, I am trying to import a template that includes two attachment fields. Unfortunately, none of the attachments are being imported into the web form. Additionally, when I attempt to add the attachment fields manually, the option to add attachments does not appear.Could you please assist me in resolving this issue? 

I have received a Document to Sign, but when I click sign, it applies an old signature I had 5 years ago. I need to change that signature. I went to my account, added a new signature and deleted the old one.But when I open again that document to sign I have only available the deleted signature, and I cannot access the new one (that is the only signature I have now, actually).If I click on the signature I don’t have the option to change it.What can I do to sign it with the signature I choose?

I’ve recently deleted the email address associated with my docusign account. I no longer have any access to it.  I’d like to update my docusign email address to my new one however it seems to be sending an security code to the deleted email. Is there any way I can update the email address now? (I am still able to log-in on my computer however when I try to log-in on a different device, it asks for a code).

Teams - I tried to follow the below steps to set up notifications within CLM but I am not seeing the same thing that it shows in the documentation.  From the below instruction, all I see are notifications for Slack which are also greyed out (not a big deal, not using Slack).  I am an organizational admin so should have access to determine notifications but also want to make sure the configuration is correct for the end users. ===================================================You can configure your task preferences in your Docusign CLM account. You can instruct the product to return to your inbox after you complete a task in Docusign CLM.Log in to Docusign CLM. Select the user profile icon in the top right corner, and select My Preferences. Configure your task preferences: Select the Return to your inbox after completing a task checkbox in the Tasks section. Select Save.

Hoping to get some help as this has happened twice now. I create an account for eSignature, activated via email and paid for a plan, but less than an hour after sending my first envelope, the envelope disappears and it’s like the account was never created (existing password doesn’t exist and the email now shows up as an option for a new account). I’ve also got the receipts and bank confirmation that the money’s been taken. I also can’t get anyone from DocuSign support to get back to me because I can’t raise a support ticket because there’s no way for me to log into my now overpaid account that appears to no longer exist. 

We’re still in the process of assessing DocuSign using Demo Environment. After the update to version 4.0.3, even after Granting Consent through DocuSign Admin, we’re getting the error ClientSecretCredential authentication failed. What other configuration is required for this to be working again? 

1. Is it possible to request for an ID verification add-on to a Docusign Standard Plan? I would need to require my signers to upload and verify their ID upon signing the envelopes.2. If not possible, is there any workaround without upgrading to a higher plan?3. Does Docusign Standard Plan support any type of verification for the signers?

Why can't I change or how can I change the security questions that DocuSign has for me to verify? I have PTSD from a previous marriage and almost always when I get sent a DocuSign email notification from a company I’m forced to answer the tquestions that remind me of my traumatic experience in order for me to open the document for me to sign. I dread and si’m scared to open it. I shouldn't have to be subjected to trauma every time I need to sign a document from DocuSign. I have had a case open about it since 2022, my case number is 10093355 it has yet to be resolved. I have since remarried and clearly there's other things in my life that DocuSign can retrieve from Govt agencies or Lexus Nexus to verify my identity. There's no way to get in touch with anyone about this. DocuSign is not recipient customer friendly because in order to get some one to call or speak with a live agent via chat about this, you have to pay. This is very disturbing, discouraging, and frustrating.  Is there a

Hello,I am attempting to sign a document and wanting to type in one text box only. When I type, the text automatically appears in another text box and does not let me delete it without also deleting in my desired text box. Is there a fix to this?

Hello! I have the attached table working, however, it displays all quote lines under each group (screenshot “output”) instead of displaying only the quote lines that are displaying under each group (screenshot “expectedoutput”). Please help!  OutputExpected Output <# <Group Select ="/SBQQ__Quote__c//SBQQ__LineItemGroups__r" By="./Name"/> #><# <Content Select="./GroupName" /> #> Name

I recently upgraded from the standard paid version to the business pro version. However when trying to utilize some of the features like uploading a template, the feature is not available. Of course that led me to the admin page as I am the only user, and the one who started the account. Under my name nothing is listed under permission profile and there are no other users. When I click on that tab a warning pops up for about 1 second in an orange box that stated “warning add an administrator profile”. However when I try to edit my name it fails to load user information. Basically I am stuck in a loop of apparently not having an admin even though I am the only user and have the rest of the admin functionality. Needless to say it has been a very frustrating few days trying to get help on this, and it appears DocuSign themselves could care less as there is no way to contact them. Finally, I did try to open a case while logged in but it sends me to another page to get a paid account, wh

Hi,I followed the docusign developer page to implement the identity verification : https://www.docusign.com/blog/developers/using-identity-verification-templatesSteps :1. Created the draft envlope with POST request2. To sent the envelope using the PUT request but it is creating two different recipient with the same name while putting instead of updating the existing recipient.Could you please suggest the solution

Hi, We are using webforms for the first time and I am wondering if there is a way that I can receive an email alert when someone completes a form? Thanks

Hi team,Over the last few days, when I download a signed envelope to my computer, the pdf is automatically becoming password protected. I have no idea what the password would be.  Any ideas on why this is happening? It’s only affecting me out of our whole team.

Hi everyone,I'm new to DocuSign and was testing the signing process as if I were a customer to understand the workflow. During this process, I encountered what seems to be a bug.Here’s what happened:I initiated a signature request and received an email asking me to "Review Document." When I clicked the link, a popup appeared asking me to read the "Agreement Regarding Electronic Records and Signatures" (see attached screenshot).Below this text, there’s a checkbox saying "I agree to use electronic records and signatures" and a language selection option, which I set to German.Here’s the issue:When I click the link to open the "Agreement Regarding Electronic Records and Signatures," the agreement still opens in English, despite my language being set to German. I believe this is incorrect, especially since many of my clients are older and speak only German

I am taking over ownership of one of the two DocuSign accounts within our organization from one of the founders of the company. This founder will still need to sign documents within almost every envelope sent out.His DocuSign account has only one user, so I changed the name and email address from his credentials to mine. I am able to log into DocuSign and send/receive envelopes. However, he is unable to log in or see envelopes sent to his email address.What do I need to do to fully change ownership of the DocuSign account to me, and also allow him to log in as an end user to sign documents?Thank you for your helpMary

Dear all,I would like to send a personnel questionnaire with the contract documents. Currently, I can attach a PDF file, but the candidate has to print it out, fill it in, and send it back to me by email or post.Do you have a solution for sending the personnel questionnaire so that the candidate can fill it in on their computer and send it back to me with the contract documents via DocuSign?Thanks and best regards,Ysa

Hello!I’m working on creating several templates that will include a pre-filled signature for one of our company representatives. I’d like the templates to have the individual’s signature pre-populated prior to the form being sent out for client signatures, as this form is sent out multiple times a day.Is this possible? I’ve been doing this work on Docusign’s site directly. The sender would not be the same individual who has the authority to sign. Any recommendations are welcome and appreciated!

Question 1:How can I filter specific documents from a list retrieved by folder path using Document IDs?I’ve successfully listed all documents by folder path (e.g., from SpringCM or a similar document management system). Now, I need to filter only a few documents from this list using their DocumentIds. What’s the best way to achieve this efficiently—should I filter after fetching all, or is there a way to apply the DocumentId filter while retrieving? Question 2:How can I attach a generated document to a Salesforce record using the Attachment object?I have a document generated in Springcm workflow , and I want to save it to the Attachment object. I’m trying to set the content in Attachment.Body, but I’m not sure about the correct way to handle the content format (e.g. Blob) and associate it with a record (ParentId). Could anyone share a working example or best practices?