Back to Docusign.com

Get Started
- - Get Inspiration
Groups
Events
Ideas

Docusign 2024 Release 3 Is Live! Discover the New Capabilities

15 days ago

Home
Search

Recently active topics

542 Topics

Most Replies

Most views

RutujaNewcomer

asked in eSignature API

Skip Go Live and create production account directly

Is is compulsory to create a developer account and then migrate to production after submitting app for review? Can I create app in production environment directly to use DocuSign API?

171

17 days ago

kingbakNewcomer

asked in Salesforce/Apex Toolkit

Same recipientId assigned to multiple signature tags

Here is my scenario:In Salesforce, I have an Opportunity that can be related to multiple Opportunity Documents (custom object). There are three Opportunity Documents: Non-Disclosure Agreement, Contract, and Onboarding Policy Agreement. We created Gen templates for each of these.Each document may have a different person that needs to sign. For example, Bob may need to sign the Non-Disclosure Agreement and Contract while Alice needs to sign the Onboarding Policy Agreement. As such, we have a "Signer" field captured on Onboarding Document.Lastly, there could be multiple of one document on an Opportunity that needs to be signed. For instance, we may have two copies of a Non-Disclosure Agreement that needs signature for one opportunity.Our thinking is that we could create an LWC that leverages the apex toolkit to allow a user to, at any point, select one or more Opportunity Documents and then click a button called Generate Envelope. Using the Bob/Alice example above, the LWC (referencing th

373

17 days ago

sofian_solusignTroubleshooter

posted in General

Docusign Excel Integration

Hi! I just published a new YouTube video on integrating Excel Desktop with Docusign for seamless document automation.You’ll learn how to map Excel data to Docusign templates, generate envelopes automatically, and review drafts—all without manual entry. Plus, I’ll explain why Excel Online might be an even better choice for certain workflows. You can find it here: Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

290

17 days ago

leah.breenCommunity Admin

published in What's New at Docusign

Forrester Study Found a 449% ROI for Docusign CLM

This Docusign blog highlights findings from the Forrester Consulting’s Total Economic Impact™ (TEI) study. The commissioned study explored how Docusign CLM removes manual steps, simplifies contracting processes, and delivers tangible business benefits—including a 449% ROI. ✍️ Key takeaways: 449% ROI: Forrester’s study estimates that organizations adopting Docusign CLM see a significant return on investment, improving both efficiency and profitability. Faster contracts, fewer errors: CLM reduces the time spent creating sales contracts by 90% and cuts contract errors by 85%. Risk reduction and cost savings: By centralizing agreement data and automating manual processes, CLM lowers risks, reduces value leakage, and streamlines operations. Accelerated revenue: Faster contract completion enables organizations to realize revenue sooner, increasing their financial agility. Employee and customer satisfaction: CLM makes the contracting process simpler, delivering a better experience fo

120

18 days ago

leah.breenCommunity Admin

published in What's New at Docusign

The 2024 Gartner Magic Quadrant for Contract Life Cycle Management Just Came Out… 👀

We’re excited to share that Docusign has been named a Leader in the 2024 Gartner® Magic Quadrant™ for Contract Life Cycle Management (CLM) for the fifth year in a row. In this blog, Docusign’s chief product officer reflects on the significance of this recognition and how Docusign CLM empowers businesses to streamline contract processes, improve compliance, and drive meaningful outcomes.✍️ Key Takeaways:Some of the main reasons Docusign was named a Leader include: Market-leading innovation: Docusign has a market-defining vision and ability to execute, highlighting our leadership in transforming contract lifecycle management. End-to-end contract management: Docusign CLM helps businesses manage contracts at every stage—from negotiation and execution to post-signature insights—boosting efficiency and reducing risk. Driving results across industries: CLM solutions like Docusign’s deliver measurable benefits, including cost savings, accelerated time to revenue, and improved governance.

330

18 days ago

leah.breenCommunity Admin

published in Agreement Insights

Annual vs. Total Contract Value: Which Metric Works for You?

This Docusign blog dives into the difference between two key metrics for calculating contract value: Annual Contract Value (ACV) and Total Contract Value (TCV). While both measure the value of customer agreements, they offer unique insights into business performance. In the blog, you’ll discover how ACV and TCV are calculated, their advantages and limitations, and when to use each to guide strategic decisions for your organization. Whether you're optimizing marketing initiatives, planning annual revenue, or targeting high-value customers, these metrics play a pivotal role in leveraging the value of agreements.✍️ Key Takeaways:Annual Contract Value (ACV):Definition: The average revenue a contract generates per year. Formula: ACV = Total contract value (excluding one-time fees) ÷ total years in the contract. Use Cases: Useful for analyzing annual revenue, sales campaigns, and customer retention efforts. Limitations: Does not account for one-time purchases or customer attrition.Total Cont

250

18 days ago

leah.breenCommunity Admin

published in Agreement Insights

How ESG Clauses Are Helping Businesses Build a More Sustainable Future

Sustainability has become a key priority for businesses, but how can contracts play a role in achieving those goals? This Docusign blog explores how Environmental, Social, and Governance (ESG) clauses are helping organizations tackle global challenges, like reducing emissions and improving ethical sourcing practices.The blog also highlights Docusign’s partnership with Bonterms, which makes it easy for organizations to integrate standardized, adaptable ESG clauses into contracts.✍️ Key takeaways: What are ESG clauses? These contract provisions embed sustainability principles, setting clear expectations for organizations and suppliers to address environmental, social, and governance goals. Why ESG matters now more than ever: Growing pressures from regulations, investors, and customers make ESG commitments essential for staying competitive and future-proofing operations. Opportunities and challenges: Standardizing ESG clauses can address inefficiencies caused by inconsistent drafting,

18 days ago

LiliyaNewcomer

asked in eSignature API

Implementation of Counter-Signature Functionality - Envelope Does Not Transition to "Completed" Status

Hello,I am trying to implement a counter-signature functionality in DocuSign sandbox env and encountering an issue where the envelope does not transition to the "Completed" status as expected. Below is the workflow I am attempting to implement and the problem I am facing: Template Setup: My template has two roles: Customer (Role 1): Configured as need to sign, with required text fields and a signature field. This role has a routingOrder of 1. Company (Role 2): Configured as need to sign, with required text fields only. This role has a routingOrder of 2. Envelope Creation: At the time of envelope creation, I programmatically fill all required text fields for the company role using the API ( also try to fill text fields after the customer signature complete ) . The customer role receives the envelope and is expected to sign and complete their part. Customer Signing: The customer role completes all required fields and signs the document. At this stage, the customer should not se

212

18 days ago

leah.breenCommunity Admin

published in Agreement Insights

Contract cheat sheet: A breakdown of 15 must-know types

Contracts are the backbone of business operations, but with so many different types, it’s important to understand which ones best fit your needs. This Docusign blog explores 15 common types of contracts and how they can be used to streamline operations, minimize risk, and ensure smooth business transactions.From fixed-price agreements to licensing contracts, the post covers why different contract types exist and how understanding them can protect your business and boost efficiency. Dive into this guide for a comprehensive overview and practical insights on navigating the world of agreements.✍️ Key Takeaways:Fixed-price contracts: Simplify agreements with pre-determined costs. Cost-plus contracts: Share risks by covering expenses and adding a fee. Time and materials contracts: Pay for hours worked and materials used. Unit pricing contracts: Break work into smaller units for clarity. Unilateral contracts: One party promises payment only after actions are completed. Bilateral contracts: B

470

19 days ago

leah.breenCommunity Admin

published in What's New at Docusign

Introducing Docusign for Developers: Builder Faster and Smarter

In November, Docusign introduced Docusign for Developers — a transformative suite of tools designed to empower businesses and developers to innovate with the Intelligent Agreement Management (IAM) platform. This blog about the announcement highlights how Docusign for Developers provides extensible agreement APIs, low-code/no-code tools like Maestro, and AI-powered insights via Navigator. Whether you’re looking to build custom workflows, automate agreement processes, or create applications for the Docusign App Center, this is your next step in revolutionizing agreement management.✍️ Key takeaways from the blog: New tools for developers: Create seamless integrations and workflows with APIs, SDKs, and plug-ins to extend Docusign capabilities. Real-world applications: Learn how businesses like Velatura and NeuraFlash are solving challenges with IAM-powered solutions. AI-assisted review: Streamline contract reviews by flagging discrepancies and suggesting changes in real time within Mic

19 days ago

GNOMObserver

asked in CLM

How to use the CLM API to relate or attach documents together?

Hello.I’m looking to be able to use the CLM API (for Docusign CLM), to programmatically “attach” one uploaded document to another.The PUT/PATCH /Documents endpoints seem to “accept” a list of RelatedDocuments, but it does not seem to update the list.For reference, in the UI this would be equivalent to pressing the “attach” button next to “Related Documents” and choosing another document and pressing “save’.

190

19 days ago

OTNeNiNew Voice

asked in eSignature

Impossible to reach customer Support

Hello, Does anyone know how to reach a real person in customer support?I am trying to change the registered email address on my account and trying and trying and keep getting error messages. Then I try to open a case, and keep getting error messages. Impossible to reach anyone. Everything is just a robot answering me. I am beyond frustrated with this company right now.

14413

19 days ago

SynthtonyNewcomer

asked in eSignature

Formatting Field/Tool Tip Label

Is there a way to adjust the size/or look of a field label/tooltip when I am creating a form in DocuSign.Per the image here: https://drive.google.com/file/d/1RphsB6wU6R_Rgd6DnLwNYYgHRM8Km4qV/view?usp=sharingI have a State Drop Down field on a form that was made in InDesign and then ported to Acrobat. As you can see, when brining it into DocuSign the, label covers the Drop Down as well as the adjacent form field.Is there a way for me to style this so as not to have this issue?Thanks in advance.

101

19 days ago

mhararyNewcomer

asked in eSignature

Link to already sent agreement to put in email

I sent an agreement two weeks ago, but client’s firewall is not letting the DocuSign envelope through. is there a way i can send a direct link in an email from my business email account. thank you

122

19 days ago

TDMNewcomer

asked in eSignature

Sending signed documents

Is it possible to sign a document yourself before sending it?

202

19 days ago

KeithpSummersNewcomer

asked in eSignature

specific Character limit

I need to set a field for a PIN but it needs to be specifically 6 characters. How do I force a 6 character, numeric limit on a text field? Thanks to anyone that can help!

122

19 days ago

mcpNewcomer

asked in Docusign Admin

"was" an Admin for our Corporate Dropbox account but......

I hadn’t logged into DocuSign in a long time. Over a year? Regardless, I logged in yesterday and again today and I don’t see any Admin functionality in my DocuSign page. In reviewing some of the “help” articles, I see where you click on “Admin” and then “Organization” on the left. I don’t have that “Organization” in my web page. What’s happened/what am I missing?

151

19 days ago

SRCNewcomer

asked in eSignature

App Request Error - logging in

453

19 days ago

sgarciavNew Voice

asked in eSignature

User not receiving email after submitting form in test environment

Hi all,I’ve got a user who is training others on how to use DocuSign. She is using the test environment found here:https://apps-d.docusign.comAfter she submits the form she never gets an email notification.I successfully logged into the test environment and see her envelope. In production, I usually Resend the envelope and the issue is solved, but in the test environment she does not receive any email, even after I click the resend button for that specific envelope. How can I troubleshoot this issue? Thanks!

SFEWNewcomer

Why are completed envelopes still sitting in my inbox, should they not get removed to the completed folder ?

152

19 days ago

Chantemesse ManonNewcomer

asked in eSignature

e signature

hello, is it possible to send a document to be signed by several people in a single envelope? rather than sending it one by one?

202

19 days ago

gamalghazyNewcomer

asked in eSignature

Can Customer Sign First before my company signatory

I wanted to check if it is possible to have the client Sign first before our Company signatory will sign?

182

19 days ago

mehul.shahNew Voice

asked in DocGen

Conditionally show a radio button group to recipient depending on merge field value

Hello, I’ve a couple of merge / sender fields created on the template.I want to show radio buttons to the recipient if one of the merge field value is true, else hide the radio button from the user.How to achieve this ?Conditional fields is not serving the purpose.TIA!Regards,Mehul Shah

172

19 days ago

melissacwoodNewcomer

asked in eSignature

Suddenly Can't Add PDF to Envelope Template.

I’m in the middle of creating multiple Envelope Templates, each with multiple documents. Within each envelope some of the documents are .docx format and others are .pdf. I saved and closed the first Envelope Template then opened the 2nd Envelope Template which already had 3 .docx files in it. I clicked to add a PDF document when I suddenly got a message saying “New editor only supports DOCX files” (see screenshot below). What is going on?? I just added a PDF to the first Envelope Template not even 2 minutes ago! I’m not building a document, just adding documents to an Envelope Template and adding signing fields to those documents. I’m new to Docusign and am using it for basic eSignature stuff, like sending contracts to clients for signature. Thank you in advance for any help!! UPDATE -- I removed the 3 .docx files that were already in the 2nd Envelope Template and then was able to successfully add the PDF to that template. Can someone please explain what is going on and why Docusign t

281

19 days ago

kapil775Newcomer

asked in eSignature API

‘Object reference not set to an instance of an object’ Docusign create envelope REST API

Hi All, I am working on creating an envelope using API explorer in developers.docusign.com. I am able to send the document if I am not attaching any tabs to the document. However I am getting the below error if I am attaching tabs to the document. Kindly assist me with this issue. I have updated the url and body of my request. { "message": "Bad Request", "response": { "errorCode": "UNSPECIFIED_ERROR", "message": "Object reference not set to an instance of an object." }} URL:/restapi/v2.1/accounts/<accountId>/envelopes Body:{ "documents": [ { "documentBase64": "<base64ForTheDocument>", "documentId": "1", "fileExtension": "pdf", "name": "document", "tabs": { "signHereTabs": [ { "anchorString": "Signature:", "documentId": "1", "anchorXOffset": "1", "anchorYOffset": "0", "anchorIgnoreIfNotPresent": "True", "anchorUnits": "inches" } ] }

141

19 days ago

Page 15 / 22

Badge winners

ladydoxihas earned the badge 1st Question Posted
GILBERTOhas earned the badge 1st Question Posted
zhanghas earned the badge 1st Question Posted
umar8092has earned the badge 1st Question Posted
nico.milemarkerhas earned the badge 1st Question Posted

Show All Badges

Code of Conduct

Sign up

Already have an account? Login

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Customer Login/Registration Developer Login/Registration

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Customer Login/Registration Developer Login/Registration

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

Docusign Community

Code of Conduct