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U
Newcomer
User8648Newcomer
asked in eSignature
Is there any way to see signer details without a Certificate of Completion?

I am a third party who is not the DocuSign envelope creator or sender, and I am not a signer of the document, but I am viewing a document that has multiple valid electronic signatures, each of which were applied via the DocuSign system. The document does not have the DocuSign Certificate of Completion appended to it. The author of the document has manually created signature fields for the signers, and the DocuSign system has applied, during the DocuSign process, the DocuSign Envelope ID number visible in the upper left corner of each page and the DocuSign signature manifestations visible in the signature fields of the document.Without the DocuSign Certificate of Completion, is there any way that I can find out from the information that the DocuSign system has created during the signing process, not from the document’s author, the identity of each individual signer and the date of each signature as recorded or generated by the DocuSign system without my having to ask another party, such

272
U
Newcomer
15 days ago
E
Newcomer
elram1Newcomer
asked in eSignature
Template conditional rule

In creating a template with a conditional rule, the list of signers to select to route to does not load.  Is anyone else experiencing this?  Any ideas why this is happening, what the solution is?

112
E
Newcomer
15 days ago
L
Observer
Limber SoftwareObserver
asked in eSignature API
Missing phoneNumber attribute in Signer interface (TypeScript)

Hello everyone!I’m developing an integrator to send documents from our ERP to DocuSign for digital signatures. The email sending is working, but I’m encountering an issue with WhatsApp sendingMy project uses Node.js with TypeScript, so I’ve typed the recipient using the interface exported from the @types/docusign-esign library. However, this interface doesn’t include the “phoneNumber” attribute, which is needed to send the phone number object as shown in the example project (see the images below).My Project:Node.js eSignature REST API Example: Could this be a missing attribute in the library’s interface?

221
Alexandre.Augusto
Docusign Employee
15 days ago
A
Newcomer
amr.lubNewcomer
asked in eSignature
Automatically Apply Conditional Field Rule to Document Custom Fields

We are using Conga templates to generate Docusign envelope in Salesforce. We successfully applied document custom fields in Conga template using Autoplace Text/”Anchor Tags”. The last thing we need is to setup conditional field rules as per this article (see also image below). However, so far we can add the rules manually. Is there any way to somewhat “save” these rules in Docusign so that those are automatically applied to custom fields? Note that I also plan to ask this on Conga side. Thanks!

181
Alexandre.Augusto
Docusign Employee
15 days ago
J
Newcomer
jccommjordanNewcomer
asked in Docusign Admin
No spacing in document

When sending a contract the all words within the contract have no spacing, this is only noticed when using a mobile browser, is there any way to correct this on mobile? Have mobile-friendly enabled. The document is a pdf imported into docusign. thanks in advance! 

161
Alexandre.Augusto
Docusign Employee
15 days ago
S
Newcomer
Steven3016Newcomer
asked in eSignature
Multiple documents: single signer with variable counter-signers

I have 40 documents to be signed two parties.  The first party (Party A) will always be the same (in other words, Party A will sign all 40 documents).   The counter-signing second party will be different for each of the 40 documents.My question is: How do I send all 40 documents to Party A at the same time, while having the 40 counter-signers only receive their individual document (and not the 39 other documents that they will not be signing)?

224
M
Troubleshooter
15 days ago
Vinicius.Rodrigues
Docusign Employee
Vinicius.RodriguesDocusign Employee
published in Tips from Docusign
Trainer Tip: Use AutoPlace to save time when adding fields to your eSignature envelopes

Have you ever come across an envelope where you needed to add dozens (or even hundreds) of similar fields? For example, a 40-page document where each page needed an Initial Here field for each recipient? So… if I told you that you could automate this, would you believe me?The feature called AutoPlace adds fields near each occurrence of a given string in a template or single envelope. This advanced field action allows you to specify a string of characters in your document or template for automatic placement of the field.You can use AutoPlace with any field type – you can even define custom fields to include the AutoPlace setting. When you AutoPlace a field, it is automatically placed at all instances in your document of the specified word or characters.I invite you to watch this short video on AutoPlace from our Trainer Tip series, to learn how to automate this step! Key Take-aways:AutoPlace can help to prepare your documents faster. You can apply automation based on a ‘trigger’, such a

740
Vinicius.Rodrigues
Docusign Employee
15 days ago
M
Docusign Employee
Maura.FaheyDocusign Employee
posted in Docusign Partners
Docusign Discover Event Recap: Missed it or Want to Revisit? 💻

Whether you're a business professional driving strategic initiatives or a developer building the next generation of integrations – the inaugural Docusign Discover event had something for everyone! From insightful sessions to exciting innovations, it was an event packed with valuable takeaways. Don’t worry if you missed out, you can still catch all the action!  Watch the sessions on-demand. We’d love to hear from you:Did you attend the event? What did you find most interesting? Which session sparked your curiosity or provided you with new insights? What key takeaways are you excited to implement in your projects?  Drop your thoughts and feedback in the comments! We look forward to hearing your reflections and how you’re planning to leverage what you learned. Want to learn more? Check out the recap from the Docusign Developer team.

130
M
Docusign Employee
15 days ago
M
Newcomer
Michael WildNewcomer
asked in eSignature
How can I create a template for 7 signatories where only one of them has to sign

I’d like to create an template with seven external Signers (no DocuSign-Account) where only one out of this seven has to sign the documents. The signature should be placed on the same place on several pages. Are there any suggestions for me, how i can proceed. We are currently using DocuSign with the web-interface.

112
M
Newcomer
15 days ago
E
New Voice
etemkinNew Voice
asked in DocGen
Conditional Logic if a field is not empty

Hi, I am new to DocuSign Gen and building out my first template. I would like a section to be shown if a field is not null.  I am receiving this error: TemplateErrorExists:Error: EndConditional without matching ConditionalI am unsure where I am going wrong with my formatting, could someone please advise?  <# <Conditional Select ="//SBQQ__Quote__c/Production_Sheet_Notes__c" NotMatch ="">Internal Notes: <# <Content Select="/SBQQ__Quote__c/Production_Sheet_Notes__c"/> #><# <EndConditional/> #> 

312
N
Community Moderator
15 days ago
K
Newcomer
KBe110Newcomer
asked in eSignature
Agreements not showing online but are on the mobile app

I logged in through the online version and I see my envelopes in my dashboard but cannot review my agreements. I have changed filters and moved through the different folders but the do not show up. I do see all the documents on the mobile application. I have not created any agreements using the Mobile app. I also had the same issues with my templates and Webforms but without any intervention they showed up after i logged off and back on  

122
N
Community Moderator
15 days ago
S
Newcomer
SummerRNewcomer
asked in eSignature
Client nor myself are getting the document

I have a client who has checked their inbox and spam box but have not received their document.  I tried sending it to me and did not receive it either.  I contacted our IT department to see if they could find it in my email, and they do not even see it ever being sent to me.  This is an important document that I am needing our client to sign before the end of the month.  Any suggestion on what could be going on?

173
N
Community Moderator
15 days ago
A
Newcomer
andypNewcomer
asked in eSignature
New user, paid for license, unable to create support case

Just what the title says - new Docusign user (kinda regretting this decision already)…. Was using a trial and upgraded to paid for today.  Never got a response from sales when I was in trial mode.  Went to open a support case today now that’s I’m paid for - and it says I can’t as my account does not have that privilege. Anyone have any tips here - worst part of this is I was able to open a case when I was a trial user and they told me to talk to sales…. how, as I said, ignored any request. Typing this out I feel stupid for spending the money now...

144
N
Community Moderator
15 days ago
M
Newcomer
Mario BrählerNewcomer
asked in eSignature
Home Screen

Normally, the start screen should show Action required, Pending (other), Expires soon, Completed This is not visible on the home screen of a colleague. How can I customize the start screen? Thank you.

214
N
Community Moderator
15 days ago
J
Newcomer
JAHubNewcomer
asked in Docusign Admin
Sender DocuSign email rejected

After sending off a document for DocuSign signatures I received the following message: smtp; 530 5. 1. 0 <dse_na3@docusign.net> sender rejected Is this an issue with the receiving party and/or their phone/computer settings for receiving the email?  I double checked the email address and it was correct.  Per DocuSign’s suggestions I even re-entered the recipient’s information, including email, as part of the “Correct” procedure in my DocuSign account.   Any suggestions for fixing this issue?FYI, I have successfully sent this recipient 10 to 15 docuSign emails over the past 6 months. 

1935
N
Community Moderator
15 days ago
T
Newcomer
TeichNewcomer
asked in Docusign Admin
SMS Delivery Opt-In Status Report

How can we get the Senders name added to this report.  

242
N
Community Moderator
15 days ago
M
Newcomer
mvlasenkoNewcomer
asked in Docusign Admin
How to disable PDF attachment document copy for completed email

HelloI need to find a way how to not add pdf copy of signed document into “complete” email attachment. And make it not global setting. I know there is a possibility to disable: Admin ->Signing and Sending ->  Envelope Delivery -> Attach documents to completion email, but it effects the whole account. I found something about “Allow account users to decide if they should send a link or attach a PDF” and then configure “Permission profile” → Deliver self-signed email notifications by “Link”. But it didn’t help.Does someone know how to disable attachments for specific user, group etc and do not affect the whole account?Thanks

523
N
Community Moderator
15 days ago
M
Newcomer
mshaikhNewcomer
asked in Docusign Connect
Docusign Integration with Dynamics 365

Hello,I am trying to implement a change in the docusign process. Our docusign is registered with a service account and all templates are created using that service account. When a user in Dynamics CE generates a docusign letter it sends out the document from the service account email address. So the receiver of the email when returns the document it goes back to the service account. This is creating a bit of confusion as we have multiple people on the team who send out documents from docusign. I tried to change the email address on the docusign user entity in MS dynamics and created the user with the same email in docusign. It send out the email from the users email address XXX-username@email.com but it is not working for all users. Thanks in advance.!

181
Alexandre.Augusto
Docusign Employee
15 days ago
A
Newcomer
ajmorgsNewcomer
asked in eSignature API
Can the same app key be used for different

I have an app key setup and live in production. When a user clicks a button on my page I create an envelope and send a PDF with a request to Docusign for the user to sign. This has been working for several years. Is it possible to use the same app key to send a different PDF for signing, or do I have to create a separate app key?The return URL will be different for the other PDF, but it looks like I can add multiple return URLs to the app key configuration.

131
Alexandre.Augusto
Docusign Employee
15 days ago
D
Newcomer
DetroitMMIllerNewcomer
asked in eSignature API
Receiving 401 Unauthorized when attempting to list users with JWT Token

I am following the tutorial from this page: How to get an access token with Implicit Grant | DocusignI have an href to the following URL: https://account-d.docusign.com/oauth/auth?response_type=code&scope=impersonation%20signature%20organization_read%20user_read%20account_read%20dtr.profile.read&client_id=#redacted#&redirect_uri=https://localhost:7054/dsauthWhen I follow this href I am directed to log in and grant permission.  I am successfully redirected back to https://localhost:7054/dsauth.  I capture the token from the “code” query parameter.When I try to use that token in the header to list users, I receive 401 unauthorized.  I can’t find any documentation to help resolve the problem, and as far as I can tell I’m following the example perfectly.I am using C# and RestSharp to make the calls.  Following is the relevant code: async void GetUsers() { var client = new RestClient("https://account-d.docusign.com/oauth/userinfo"); var request = new RestRequ

343
D
Newcomer
15 days ago
Cristina.Zabeo
Docusign Employee
Cristina.ZabeoDocusign Employee
posted in Docusign Partners
Partner Tip of the week: Docusign Partner Portal and Docusign Accounts - what is what?

For this week’s tip, we will focus on a common question we get from many of our new Docusign Partners using our technology to develop applications/integrations:What is the difference between the Docusign Partner Portal and Docusign Accounts?Here are the basics to understand the differences:The Docusign Partner Portal is where our Partners find information about our programs and manage their partnership with Docusign. The Partner Portal offers materials and aids for sales, marketing, enablement, and support for contracted partners. Every Docusign Partner must have a dedicated “program administrator” who will manage the portal users for their company; this program administrator is the key contact that receives our monthly partner program updates For partners developing with Docusign, they will work with Docusign Accounts with two flavors: The actual product account - when you log with https://account.docusign.com/ This is what we refer to as a “production account” And, for developing

361
Hengfeng Ge
Rising Star
15 days ago
Reuben.Ng
Docusign Employee
Reuben.NgDocusign Employee
posted in Docusign Partners
Managing Partner Portal Users: A Guide for Admins

Hi Partners,Did you know Partner Admins can create and manage Partner Portal users directly? This feature allows you to:Quickly onboard new team members. Ensure everyone has access to essential resources. Maintain full control over your team’s portal access.Here’s how to create a new user:Log in to the Docusign Partner Portal. Navigate to Support and select Manage Portal Users.   Click Create New User.   Complete the user details.   Select the Persona and Profile Type for the user. Refer to the image below for definitions of the Partner Personas.   Click Finish to finalize the process.A confirmation email will be sent to the new user, allowing them to set up a password for their Partner Portal account. If you have any questions, our team is here to assist!

341
Hengfeng Ge
Rising Star
15 days ago
Mayar.Abounnaiem
Docusign Employee
Mayar.AbounnaiemDocusign Employee
posted in Docusign Partners
Docusign eSignature Embedded API Methods - 2024 Updates

Docusign is committed to maintaining exceptional levels of security and operability across all of its products and integrations. In keeping with this commitment, we will begin the migration of selected Embedded view API methods in line with our August 2024 Release.This change is particularly important for our ISVs, as they address security issues when the API user differs from the application user. ISVs need to start planning to use the new API in new applications entering production later this year. Docusign will maintain backward compatibility for a limited time.What is the impact on our ISVs? ISVs using the following eSignature REST API methods as part of their integrations will be impacted:Embedded Sender Embedded Edit  Embedded  Correct Embedded Template Edit View The CreateRecipient view, which is used for embedded signing, is not affected.The expected workload to update the impacted applications is minimal. Docusign will provide detailed instructions as part of the documentation

151
Hengfeng Ge
Rising Star
15 days ago
Mayar.Abounnaiem
Docusign Employee
Mayar.AbounnaiemDocusign Employee
posted in Docusign Partners
Important Steps for Resolving Technical Issues with Docusign

In order for your case to be processed by our Technical Support team, please ensure the following:Log in with the customer account that is experiencing the issue. The requestor must be the main admin on the account.For further assistance, please follow these steps: Click the link [HERE] to contact our Technical Support team. Choose the eSignature Option. Login to your Docusign Customer Account with email & password.   Choose Get Support & Open a Case.   If you're having trouble logging in or don't have an account, please do the following: Scroll down to "More Support Options." Click on "I can't reset my password or don't have an account." Complete the form with the necessary details. Click "Submit."

692
Hengfeng Ge
Rising Star
15 days ago
F
Newcomer
Fusion06Newcomer
asked in Docusign Connect
Using Multiple Integration Keys in OIC

We are currently using DocuSign keys in Oracle Integration Cloud (OIC) for a KYC process that is live and functioning well. Now, we have a new requirement to implement DocuSign for a separate employee onboarding process. I have a few questions regarding this: Since we already have a DocuSign key in the production environment for the KYC process, can we reuse the same key for the employee onboarding process? The flow for both processes is similar: Define a template in DocuSign (the templates differ for each process). Use these templates in our integration. Once an envelope is signed (by a customer or employee), the information is processed via a "Connect" configuration. For these two separate processes, can we set up two independent "Connect" configurations in DocuSign? If having two "Connect" configurations is possible, how can we ensure they do not overlap and that each configuration only handles the relevant process?

241
B
Docusign Employee
16 days ago

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