Help Forums

Hello,I’m experiencing an issue with the option “Use the sender’s company name.”When I enable this checkbox, I expect the sender name shown to recipients to switch to the brand/company name. However, even after checking the option, the sender name does not change and still appears as the individual sender rather than the brand.Am I misunderstanding the purpose of this setting? Could you clarify what this option is supposed to do, and under which conditions it affects the sender name?Thank you in advance for your help.

Early last year I set up various documents through the Envelope Templates section. How do I move/copy those template documents over to the new Documents Template section of the program without losing my fields and conditional rules?

  Hello DocuSign Community,  We are hitting the ENVELOPE_ALLOWANCE_EXCEEDED error on our Developer Demo account, and the error occurs both via the REST API AND the web interface. This rules out the "API has separate limits from web" explanation mentioned in previous threads.  Environment:  - Account type: Developer Demo (sandbox)  - Authorization server: account-d.docusign.com  - API base path: demo.docusign.net/restapi  - Integration method: REST API via official PHP SDK (docusign/esign-client v8.6)  - Error code: ENVELOPE_ALLOWANCE_EXCEEDED  - Error message: "The envelope allowance for the account has been exceeded"  Critical detail:  The same error appears when trying to send envelopes through:  - ✗ REST API calls  - ✗ Web interface (appdemo.docusign.com)  This suggests either a system-wide bug or an account-level issue, not an API-specific quota.  Su

We have a published webform - "id":"3527eec7-2c68-43f0-aca9-9eb51c4e7a16","accountId":"d09a0de1-8019-4bf8-a56c-46916ffdf531". When users complete it, we only see their entries in the results after a delay of many hours. Is this expected? Is there some missconfiguration? 

We have a published webform - "id":"3527eec7-2c68-43f0-aca9-9eb51c4e7a16","accountId":"d09a0de1-8019-4bf8-a56c-46916ffdf531". When users complete it, is it possible to have it trigger Connect to send a webhook request? I don't see anything related to WebForms in the list of possible triggers for Connect - maybe it is not supported or maybe it is under a different name? Thank you!

Can a data column with the names of the remainder approvers be available for the Envelope Recipient Report ?

I had a Pro plan - downgraded it to Personal with the same email address. Now I’m not able to log-in and only get information that the account does not exist. Also, I cannot create a new account with the same address and only get an error. Can the support please contact me? 

This has been a repeated issue over the last year. I am getting duplicate emails for completed or voided documents. Emails that a client has viewed, completed, or I need to sign something… all emails you get in the course of a document being signed, except these documents are already completed and there shouldn’t be anything triggering these emails to go out to me. It’s very frustrating as it’s 10pm at night and my email is constantly lighting up with these emails. I’ve received 15 emails in the past hour. This bug is happening routinely and it’s getting old. Fix it, PLEASE. 

 Hi everyone,I opened a DocuSign link to review an agreement and downloaded the PDF, but I didn’t complete the signature at the time. After that, I can no longer find the original DocuSign email or access the link.

Dear Team,I want to send envelope to multi-recipients, and anyone approval means completed. Shall we do this?Thank you in advance.Best Regards,Tom

I have a multi-signer document where I need to send it to signers sequentially. After the first signer completes their signing, I want to download that partially signed version and then send it to the second signer. Is this possible in DocuSign? Should I be using a specific workflow for this, or are there any limitations I should be aware of?My workflow:1. Send document to Signer 12. Once Signer 1 completes - download the partially signed document3. Send the same document to Signer 2 for their signatureWill this work or do I need to set up the full routing with all signers upfront?

I work for a construction company. Currently, I have set up a basic template for each document (Purchase Order, Subcontract, Commitment Change Order, Potential Change Order, Prime Contract Change Order, etc.). In the basic template, I set up the fields for each role (Project Manager, Project Executive, Group Manager, Architect, Owner, etc.). For each project, I create a copy of each template and fill in the project-specific user information for each role. Is there a way to autofill the user information for each role within each project so that I don’t have to fill each document template out for each project every time? Also, is there a way to get the project-specific templates to pull information from the basic templates so that if there is a change in a document’s role workflow, I only have to enter that change into the base template?

Hello. I am playing around with sender fields in Docusign IAM and have a couple questions for the recommended fields based on agreement type:Can you remove or limit the system-generated agreement types that the sender will select? To expand, what if I want to scrap most or all of the system generated agreement types and have my senders only be able to select from a list of most or all custom agreement types? Can I limit agreement type selection for senders by security group? Sender 1 can only select from agreement type A, B and C while sender 2 can only select from agreement type D, E and F. I assume this would come with the recommended fields for each aligned agreement

Hello,Some time ago I’ve developed a Power Automate flow to automatically send envelopes by using template and to a specific recipients. Few days ago I’ve noticed, that flow suddenly started to fail due to the error message: I was not changing anything in Power Automate at all. It just stopped working. I do not have access to the subscription admin panel, but I can guide our administrator to verify what’s wrong. What should I do? What’s the issue? Templates are shared with the account what is being used to send the documents and were before. I can see them during the action configuration, but I can’t use them any longer.

Good morning.I’m working on a pledge document for a campaign. As I enter the fillable fields, I need to use numbers WITHOUT decimals (for dates and timeframe) but that isn’t an option in the number format section. Is there a way to do that?  I’m stumped. Thanks! ss

Hello, My question for agreement hierarchies in Docusign IAM is: Has anyone tried linking unsigned supporting documents to signed agreements using Agreement Hierarchies in E-Sign/Navigator? Has this worked? What limitations are there that people have seen? Thanks!Aidan

Hello, I’ve noticed when adding pdf files to a Docusign envelope that more and more, these files do not display correctly in the Docusign envelope.  It’s not caused by a large file size.  The display issue has happened to a one page pdf file that only had text.  The test displays like wingdings or unicode font.  Is there a recommended pdf file format to use in Docusign? Perhaps a certain version to use?  Thanks,Anne

Hi all, we’re currently reviewing our approval workflow within DocuSign and are looking for a way to manage multi-step internal reviews rather than just simple signatures. Our process involves a supplier completing a form first, followed by several internal teams (HSEQ, Procurement, Transport, etc.) who each need to review, add comments, and either approve or decline within their own section (with a dropdown box). Once all reviews are complete, a final approver makes the decision. If the document is declined, we need it to automatically return to the supplier with comments, be amended, and then circulate again through the same approval order. We’re struggling to configure this kind of “approve/decline with re-route and comments” workflow after signing. is this possible natively in DocuSign, or does it require additional features? Any guidance or best practices would be appreciated.

Current process:The Sales User creates the Contract and becomes the Owner of the Contract.The Manager then clicks “Send to DocuSign.”Currently, the reply email is being sent to the Manager’s email address.Requirement:The reply email should be sent to the Sales User’s email address, not the Manager’s.We are sending the envelope using Apex code as shown below. We need a solution in Apex code like below instead of API.myEnvelope = dfsle.EnvelopeService.sendEnvelope(myEnvelope, true);Please do it this is a high priority. We are waiting for a solution.

I have several brands within a company and I would like to set the BrandID dynamically via Apex based on some specific criteria. However, I could not find any documentation regarding setting BrandId via Apex. I tried asking AI about it and even found information suggesting that dfsle.Envelope API doesn't support setting brand IDs programmatically.Could you please confirm whether it is possible to set the BrandId programmatically? If it is not supported, I would appreciate an official confirmation. Kind RegardsWilly

Hello,I am unable to start the identity verification required to sign a document via DocuSign due to a technical issue with the IDnow verification step.In the mobile IDnow app, the connection test immediately shows the message “You have NO connection - BAD” and stops. This occurs despite having a stable internet connection. I tested this on a smartphone using both Wi-Fi and mobile data, without VPN.On desktop, the identity verification step also cannot be completed: the “Connection speed test” screen does not progress and remains stuck (Chrome browser, tested with both Wi-Fi and mobile internet, all permissions granted for camera, microphone, and location, no browser extensions installed).Because of this issue, I am completely blocked from completing the legally required identity verification and therefore cannot proceed with signing the document.Additionally, I am currently unable to contact DocuSign support through the platform itself. In the Get

We are using DocuSign for a POC. A DocuSign account has already been created and successfully connected to Salesforce.However, when we try to add or use Salesforce merge fields while sending an envelope, we receive the following error:“This Account lacks sufficient permissions to use Merge Fields”The integration between DocuSign and Salesforce is active, but merge fields are not working. We are unsure if we are missing any required permissions, settings, or configuration on either the Salesforce side or within DocuSign for merge field access.We would like help identifying: Which Salesforce user DocuSign uses to resolve merge fields Any additional permissions or setup required for merge fields in a POC DocuSign account Please let us know what configuration or access is missing to resolve this issue.

I have been unable to fully open Docusign Rooms for almost two months. Tech support closed the case and said "Good Luck" but we can't help. Has anyone else experienced this? I tried every concievable fix to no avail.

Hi, I have a template docx where I want to put payment details with QR code image (different for each user).I’ve already tried all of the following (`payment_qr_code` = Base64 encoded image).And none of it displayed anything, it just prints the string/html tag. I use the https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/documentgeneration/updateenvelopedocgenformfields/ API.

I am trying to develop a Docusign integration with a dev account. After 20-30 envelopes the API just gives up with a permanent ENVELOPE_LIMIT_EXCEEDED error. Not very helpful for a developer.The support live chat I can’t seem to get to do anything - click the button and nothing happens. Trying to login to support gives me an auth error. How can I contact support to get them to lift this limit. I’m on my second developer account already and I don’t want to keep creating them.Anyone know the email address for support or some way of sorting this?