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Hello,First of all i’m really new to Docusign and I apologize if my question is super standard, but i did not find any help on the support page. I want to automatize with Make the sending of emails with a document to sign, to every new subscriber that is created into my airtable database.So i want to create an envelope in Docusign with one document to sign but : I don’t want to create a list of recipient now because i don’t know them all yet  I can’t add any field to the word document I uploaded (the drag and drop is not possible)So I’m pretty stuck...

We are looking into integrating Docusign with Open text Exstream which is the communications platform. Is there any documentation which specifies the same? What needs to be provided to Docusign to successfully initiate the Signing ceremony?

Hello,My custom property is not syncing with my HubSpot property, or vice versa. What should I do? I've checked the field format, the property title, and the object, and I've also redone the mapping just to make sure.Need a little hand to figuer out this issue. 

Does DocuSign automatically save an attachment as a pdf? I would like to save the excel document as an excel document.

Hello Community,I am wondering if anyone has insights around what type of permission, if any are required if we want all HubSpot users to be able to see the “DocuSign Integration” module that reflects Document Status? Is this possible or are those users with a license the only ones that have view access?

 Hello everyone, everything good?I would like some very complete help from you, it's the first time I'm dealing with this, so I'm pretty lost.The company I'm working for uses Pipefy for CRM and another subscription platform, from what I understand it works like this:There is a recipe in Workato that integrates with pipefy,At the end of the recipe (last 5 steps or so) it connects to a safe on the other platform where there are several documents with pre-defined text and where there are customer fields, there is a code that gets the information from the card within pipefy and fill it out and then send the envelopeI wanted to understand how I can do this within DocuSign.I tried to create a template within DocuSign, but how do I link the Pipefy fields within DocuSign?here is an example image of our contract with the fields in the other tool:

Hi Guys,I was recently asked to sign some documents using Docusign. I went to the site and download the windon OS program. Unfortunately, the program I downloaded required 64 bit mine is 32 bit. We went through a bunch of different ways with the company and I even tried Acrobat which they would not accept. Finally we signed the documents with 3 different witness. Which was crazy! Is there a windows 10 32 bit program???

How can I use the forms in Transactions (ZipForms) then send them via DocuSign for signing?  I currently have ZipForms as an agent and have already paid for DocuSign separately.  I then found out that it can be done through ZipForms, but I can’t figure out how to do it.  The only way I know how to at the moment is to do the forms in ZipForms, then download them individually, to then drag them into DocuSign.  Then I have to manually place signing boxes and it is super frustrating and time consuming.  Please help!  TIA

Hi thereWe prepare our contract outside of DocuSign and upload the document for signing.We do not really use the “Field” except the signature field. We are quite puzzled as to how to enter “First Name” and “Last Name” of the recipient on the recipient page? We need this data for Zapier automation. Currently, we can only enter the recipient’s full name.Thank youJohnny

Hi All,Do you know how you can include a document from a Teams folder in the envelope? Thanks.

Hello,a month ago i was able to create tickets directly to the DocuSign Support on the DocuSingn website.now im not able to do so anymore instead i get forwarded to the SAP Support which does not have the DocuSign as Product.How can i get my access to the DocuSIgn Support on the DocuSign page again? I need to open DocuSign Tickets since im a Delivery Manager for DocuSign at NDBS! 

Why should I renew?

Hi there!We’re considering using Docusign for a 3 page document we’ll need information collected out and signatures via Docusign and I was hoping to integrate Docusign with iCIMS to get this done. I see that they integrate for offer letters but I’m wondering if anyone has used Docusign with iCIMS for anything more than a signature? Thanks in advance,Brandi

I have a user inquiring about connectivity, (or integration) with OnBase or SharePoint?Their main ask is, “Can the current status of the envelope be backed up in our system (OnBase or SharePoint) and not “solely” in the DocuSign system?I found https://support.docusign.com/s/document-item?language=en_US&rsc_301&_gl=1*kkidvj*_gcl_au*MjAwOTUxNTA1NS4xNzA5MjIyMzUx*_ga*MjEwOTYzNjI1Ny4xNzA5MjIxODMz*_ga_1TZ7S9D6BQ*MTcwOTIyMTgzMy4xLjEuMTcwOTIyMjM1MS42MC4wLjA.&_ga=2.3811120.1687675570.1709221835-2109636257.1709221833&bundleId=bro1575948484405&amp

I am sending envelope to DocuSign  from Appian using a connected system, the connection is successful but i am getting error message “DocuSign returned the following error code: USER_LACKS_MEMBERSHIP”. Can anyone please help with solution, do i need to change the configuration?

I am working in a software company and we build an integration with DocuSign in one of our services. I have following questions , can someone explain what needs to be done at our customer’s end to have this integration working ? To give you some background our service will be used by 100+ users at customer end. Following scenarios,Customer not having DocuSign. What kind of account do they need ? As partners, do we have to contact Docusign sales regarding the new opportunity in order to avail the referral benefits or does this needs to be started by the customer ?  Customer already having DocuSign with other services/software, Can the customer use the same DocuSign license with our service ? Is the customer charged per user or per service or any other criteria ?  Thanks in advance,Jithin 

How to solve this issue 

I am looking for more information or guidance on eMudra with eSignature. Anyone have any idea about the integration and process to achieve this or have an experience of implementing the eMudra in DocuSign eSignature. Appreciate your Help in Advance!

I have a contract that I need new customers to sign. Is there a way I can set up the same outgoing message on the DocuSign session within Hubspot CRM?

I had a POC up and running a couple of months ago and am the point where I want to put into production and now I can’t get basic Docusign mapping to work within a template.  Use case:  User fills out google form (also tested with Zapier form) and on submission kicks off a template in docusign.  On the docusign I have a document with fields that should be filled in/mapped from the google form submission.  At this point these are not getting filled in.  I can see the data flowing in Zapier from the google form submit.  I can also see the custom fields that I have added to the template.  But when I run the test, the custom fields are empty -- regardless of if I try to manually add text in the field in zapier (as a test) or if I put the google form data field in the Zapier field (how it would run in prod).I’m fairly certain this is the exact setup I had previously, but now I cannot get it to work.  Any ideas? EDIT:  Not sure if this matt

Is there an integration of Docusign with ACT! software?  The only one I could find was this, which is for databases hosted by ACT corporation.  I need one for ACT installations that are mounted on user workstations and servers, i.e. Self-hosted.

Our CSC Entity Management platform claims to connect with Docusign but after uploading docs and selecting signers i get the message ‘envelope creation failed’. Why?

Hi,Today is my first day experimenting with DocuSign.  I like what I see but I can’t make it work for my specific situation/use case.  What I mean is, I can use the web interface, generate a template or generate a document.  It sends it out and I can sign it.  However, my sign and date fields would be in the same spot time after time but my documents would be different (so not standard forms) each time as these would be offers containing different products and prices each time.  I tried Zapier & others where you can ‘Send envelope using template’ and ‘Send envelope using document’ but the first does not allow me to specify a document and the second does but it always uses my pdf that was specified in my template.  I also connected my dropbox in the integrations part but don’t know how to use that either.  So I’m a bit clueless to how and if what I need is possible.  So I don’t want the employees to have to open DocuSign.  Instead I want their system to send an offer as a

We have a group who has an integration with Zengine but are receiving an error.  Any idea on to solve it? We have only found job aids that help add a plug in, revoke, or edit but nothing on how to “reauthorize”.   Thank you.   

Im trying to pull fields from my deal in Hubspot directly into a docusign envelope. I know there is some integration and trying to create a custom one, but can’t find the missing piece.