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Our company currently uses a legacy e-signature system to store templates that have not yet transitioned to DocuSign CLM. We aim to consolidate all legacy templates into DocuSign CLM. To achieve this, Smartsheet must be integrated with CLM. Can anyone confirm if this integration is possible? Thanks for your response in advance.

We are getting the following error:The error message we are getting is “Error while retrieving the User ID for the following sender ‘kmiller@email.com’: User has not consented to the DocuSign application. Please use the Total Lending Configuration portal to consent.”Any ideas what we are missing.  We have performed the Admin Consent.(Note: I modified the email for this post since it’s public)

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.  

I would like to formally lodge a complaint regarding my account billing.Last year, I went through your automated process as I needed to increase the number of envelopes available on my account. However, without my knowledge or clear explanation, my account was upgraded to two seats. As a result, I have been paying double the expected amount since then.As a small business, these additional charges have had a significant impact. I only required more envelopes and did not request or intend to upgrade to two seats. Unfortunately, when I recently contacted your support team to request a refund or even a partial refund, the assistant I spoke with was unable to assist.I also find that your pricing structure and processes are not transparent. I have never been able to get clear guidance on how to maintain a single seat while increasing the number of envelopes, which has made it very difficult to manage my account appropriately.I would appreciate this matter being

We are trying to test our configuration for Oracle Journey Integration with DocuSign however we are unable more than 2 documents. We have created docusign templates and have used the template ID in our Oracle journey tasks. We are unable to save the template id beyond 2 tasks. Can you pls confirm what is the limit in demo docusign environment for this ?

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. 

I am not a novice user, but been away for about 8 months. I need to allow people that I send a document to, to also be able to add documents in and return when signing. I have tried every option on the web I think, and I  the admin. I click all the boxes but the documents selection will not change to where I can give the person  the right to add documents to the return. It is a paid script also. I really need to get these extra documents together from two people.Thanks for any help-even if it is contact the company. I am just afraid I am missing something here

Long time user (12 yrs?), extremely frustrated with recent DS *upgrades.* I can no longer ask one recipient to sign/initial in multiple locations in the same document. The wizard automatically deletes the first/previous signature/initial if I add a second location for signature/initial request. I have tried closing/reopening the DS program, switching browsers, switching users in between, etc. Nothing is working and I have an urgent deadline.Speaking or chatting with a human is no longer possible and the bot cannot provide adequate instruction. This is terrible customer service. DS rates have increased, yet the quality and availability of service has deceased. Shame on you DS.I guess it’s finally time to switch to a more reliable digital signature provider.

We recently completed the setup guide for the DocuSign connection in LaserPro but it doesn’t seem to be working properly. For example, it isn’t prompting the recipient to sign. We’ve gone through the normal channels to request support from both LaserPro and DocuSign but each refers us to the other. Hoping someone who has already gone through this process and is familiar with the integration might have some tips. 

Hello, I am trying to find a way to connect Docusign and Airtable. Once my document is returned signed by the client I would like to have the document downloaded automatically into my airtable database. I have tried to do it using Zapier but it isn’t working and I don’t see an available extension in Airtable for Docusign like the one there is for Docupilot.  Thanks,Ana

I would like to take data from airtable  to put on pdf template or any template. Then would like to take this template that is filled out with this data to be electronically signed with docusign.  For example If I am trying to do a lease renewal for an apartment I have a general template of the renewal that has about 10 places where it takes data from airtable to fill out. Then I need to take this document and be able to get electronic signature and then store the final document on airtable. I also have zapier and can pay for make to help get this done if needed. 

I’ve configured a Connect configuration in DocuSign and selected “Include Configuration Level OAuth” for authentication. I have entered my Auth URL, Client ID, and Client Secret in the setup.However, when the Connect request is sent, I only receive the grant_type and my custom parameters. The client_id and client_secret values are not included in the request payload.How does DocuSign send the Client ID and Client Secret during the OAuth call — are they sent as headers, as part of the body, or in some other format?How can I ensure that the Client ID and Client Secret are sent as part of the OAuth request?Thanks in advance for your help!

We have tried integrating Icertis and DocuSign in demo. We have configured the service account /SVC-Docusign-ICTS-XL@bat.com with required DocuSign access for creation of envelopes in Icertis. While testing the integration we come across that when icertis user who creates and sends the agreement for e-sign don’t have account in DocuSign – SVC Docusign account/ Docusign-ICTS-XL@bat.com will be used for envelope creation and icertis user who have access to DocuSign their respective account will be used to send envelope . Can you help us to get all request to use SVC account irrespective of Icertis user access in DocuSign.

Received this email with subject line:Important Update - Docusign Transactions Moving to Microsoft Azure, Action May be Required We currently have our Docusign integrated with Oracle NetSuite (SuitePeople) for our HR Onboarding. Is any action required on my end?

We implemented an SAP Ariba integration successfully in 2022 using OAuth 2.0. Today, we have doubts as to the request to close the account for the person who was the SAP Ariba Admin when we configured this integration.  It is our understanding that we needed this individual to have a DS Admin account active in DocuSign to get the admin-user consent for OAuth working in SAP Ariba. What I am less clear on is if that was a one-time consent or we need to keep this named account active ongoing while using this integration. I am seeking advice on maintaining the SAP Ariba Integration without having to reconfigure it when someone on the SAP Ariba Admin team leaves. Does anyone have working knowledge of the SAP Ariba DocuSign integration that could provide some advice?  Thank you.

I have a Smartsheet, and what is needed is for the row for Monday to go into the Docusign column for Monday. The row for Tuesday needs to go into the Docusign column for Tuesday.Every time I run the workflow, Tuesday copies over Monday.I set up a workflow below in SmartsheetSmartsheet mapDoes anyone have any idea how I can create this document so the data for the next day does not copy over the previous day?

I have completed an agreement via docusign. I have uploaded a file with word files embedded in the document. Once the agreement signed, the attachments or the embedded files are unable to open in the signed docusign file. I tried to check the envelope and see if I could find the original file in word file or try to open the attachment I'm the file, but all I see is the signed pdf file in my dashboard. Anyone knows what to do to let the parties has the access to the attachment?  Thanks. 

We are MatterSphere users, does anyone have any experience integrating with MatterSphere that could offer any guidance please ?

Hi DocuSign Heroes, I have question about DocuSign eSignature integrate with SAP Success Factor.Do we need docusign connector to do it? Or we can just connect via API?Do we have any guidance how to do it?Thank you.

Hi Team, Currently we have a scenario , where we need to have a digital signature on the invoice copies which we would like do Bulk processing . We are using SAP as our ERP system . Invoices will be stored in SAP which need to be printed after signing them. . Request you to share your recommendations on the same .

Hello,We want to store automatically documents in completed envelopes from DocuSign to FileNet. how can I do that? 

Hello,I am reaching out on regarding our integration with DocuSign. We are currently testing the Qualified Electronic Signature feature, which we intend to offer to our clients.According to the documentation, our account must support one of the following signature types: DS EU Qualified with in-person ID check, IDnow - EU Qualified, or Signer Held EU Qualified. Our account does not support this.For your reference, here is the relevant documentation: [DocuSign Support Documentation](https://support.docusign.com/s/document-item?language=en_US&bundleId=xcm1643837555908&topicId=wjg1635415874371.html&_LANG=enus).Could you please let me know whom I should contact to enable our account to support DS EU Qualified with in-person ID check, IDnow - EU Qualified, or Signer Held EU Qualified?Thank you for your assistance.

Hi team, I’d like to integrate our DocuSign with Okta for SSO & provisioning/de-provisioning. I’ve gone through this docx: https://help.okta.com/en-us/content/topics/provisioning/docusign/docu-integrate.htm and I’d like to double-check with you again on this docx to be sure it is the correct & the latest one.  Thank you !!!

Hi, We use DocuSign from SAP Ariba Contract Workspace, however it feels restricting as I cannot use my DocuSign templates.We use a task in Ariba that allows to send the document for signature but it asks for who should sign regardless of our templates.Is there another way to get executed contracts stored in Ariba than this way? (I don’t necessarily need to initiate from Ariba).

On the document that we import from our system there are options for the customer to tick a box to say that they want to opt in to future information, Please can you advise how I go about setting this up on our document ?