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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

13 days ago

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ChanPropertyNewcomer

asked in eSignature

Document in Docusign is just a blank document

I have filled out a rental application ( I have done this 100’s of times over the past 10 years) to be signed by a prospective tenant. I have placed the text into the lease agreement as I have done for many times (names, dates, rent, deposit amount, etc). When I sent the document out for signature...the lease agreement is blank...as if I didn’t input any fields.

99210

3 days ago

Amy BNewcomer

asked in eSignature

Changing the Sender's Email Address

I’m mass sending a document through Docusign, but am not a contact for the recipients nor will I be following up on the document. How can I change what email the recipient will see to another Docusign user before I transfer custody?

1164

3 days ago

Maura.FaheyDocusign Employee

posted in Docusign Partners

Friday Feedback for the Docusign Partner Community

As we continue to grow and improve our Partner Community, we'd love to hear from YOU. ❤️ What would you like to learn more about or see included in the community? Whether it’s resources, events, tips, or new features – your feedback matters! Drop your thoughts below! 💬👇

283

3 days ago

Reuben.NgDocusign Employee

posted in Docusign Partners

Partner Deal Operations: Enhancing Support for Our Partners

We’re pleased to provide an update designed to better support our valued Resell and Distribution partners. Partner Deal Operations (PDO) is a dedicated team focused on processing and quoting resell deals to ensure faster turnaround times and improved service. Here’s what this means for you:✅Faster Turnaround Times: Streamlined deal workflows for quicker responses.✅Enhanced Service: Accurate quotes delivered when you need them.✅Improved Collaboration: Additional support alongside your current Partner Deal Representatives or Channel Manager. While your current contacts remain unchanged, PDO is now available as an extra resource for new customer deal registrations or resell deal inquiries.Reach out to Partner Deal Operations at dealoperations@docusign.com. We’re committed to supporting your success and strengthening our partnership. Let’s keep achieving great things together!

252

3 days ago

alexisdgNew Voice

asked in CLM

External Review Comment Character Limit

Hello Everyone,Does anyone know if it's possible to remove the character limit on external review comments?Any insights would be a big help. Thank you!

141

4 days ago

Teri.MaierNew Voice

asked in eSignature

Combining a personal and work user account

One of our secretaries created a free, temporary DocuSign account. We want to get her set up as a user on our company account, so we created a user account for her. However, she used her work email address for the temporary account, so when she tries to log in, she is directed to her temporary account. Is it possible to merge them? She has one envelope in the temporary account. Ideally, we would like to move that to the company account. Thanks,Teri

344

4 days ago

UeirinNewcomer

asked in eSignature

Can DS Admin view and download all envelopes?

Hi, we are trying to assign Admin roles and need to know if DS Admin can view and download all envelopes? When we test the DS Admin role, it seems like the access does not allow us to view and download any documents / envelopes sent out and signed by our company users unless shared access is granted. If User resigns and we don’t have access to their envelopes, then the documents will be lost forever?PS: We are not using CLM.

27026

4 days ago

BrinoNewcomer

asked in eSignature

Meaning of Completed for non-signing recipient of a document

What does COMPLETED mean when it appears above a non-signing recipient’s name who has received a copy of a document?

5712

4 days ago

BaderNewcomer

asked in eSignature

Signature placment issue

Hello there, I have an issue in signature placement, as in local the signature is attached to the related field/tab as you can see in the images, but in staging env with same credential and configuration , it is not working finplease note that I already added custom document fieldsThank you for support!

222

4 days ago

Gill NorrisNewcomer

asked in eSignature

Recipient role has disappeared

When adding recipients to an envelope the “Role” field no longer appears. It was there yeaterday. I notice the role still appears in the template screen. I checked recent release notes and didnt find anything about this change. Was the system changed to remove roles? or do I need to fix something to get the field back?

192

4 days ago

BridgetLyonsNewcomer

asked in eSignature API

Dayforce DocuSign Integration going Live

We are rolling out Dayforce and paid for the DocuSign IAM Professional package. We were asked to create a Developer account to demo the application during testing. We have set up the external integration in Dayforce to point to the admin user account and id and base URL. Everything was working. Now Dayforce is Live and we were instructed to go into Dayforce external integrations and Click for oAth Setup and Export Tokens. Clicked and it now matches the tokens in the External Integration area in DF and our DocuSign account information in Apps and Keys. However it is not working. I am not sure if we need to do something else?

111

4 days ago

ValeCodoNewcomer

asked in eSignature

Delegation in embedded signing

Hello, I am integrating delegation into the embedded signing process using the Node.js SDK. I set the parameter 'allowReassign: true' in the envelope, and in my developer account, the setting 'Allow recipients to reassign' is enabled. However, when I generate the recipient view link with the standard interface, the 'Assign to someone else' button is not visible. In contrast, the button is visible in the non-embedded flow. Are there additional configurations required to enable the reassign button in the embedded flow? What am I doing wrong in the embedded signing process? Thanks for your support.

4 days ago

neethujkpTroubleshooter

asked in eSignature

Delegation at Admin Level

Can we enable delegation for users at the admin level?Occasionally, users go on leave without setting up delegation and may not have access to their emails to manually Reassign envelopes one by one.Is there a feature or option that allows administrators to assign a delegate on behalf of users?

4 days ago

PemshaNewcomer

asked in eSignature

Knowledge Based Verification

Where do the KBV questions come from? We have a customer that doesn’t have an email address but would like to use spouse’s email. Do the questions come from the name on the envelope or the email address used?

162

4 days ago

cnemtNewcomer

asked in eSignature

Template Editing Issues

When editing templates, I choose Template in question, right click the 3 dots on the far right and choose Edit. The 1st page comes up, Name, Description, Document Upload, etc., etc. I press Next. Here, sometimes the Template Builder window opens, sometimes it doesn’t. The times it doesn’t, it goes directly to the document itself as though I’m creating/sending an envelope. This is really driving me bananas. Any ideas?

231

4 days ago

kokosConversation Starter

asked in Microsoft

Power automate get user filled in tab value

Hello, In Power automate I have a flow to sign through Docusign. In my template I have some tabs that the user have to fill in info. My question is, can I fetch these info (their values) and use them later? For example from the screenshot, can I get the ‘testText’ value?

EwasNewcomer

I have paid for an order( Please see details below). I accidentally paid for two users when I wanted to pay for one. How can we correct this? I also need an invoice issued to the company and not to myself. How do I correct this? Please helpDetails of my orderDecember 2, 2024Order confirmationEwa S*******@********Account ID no: ********Docusign eSignatureStandard - Annual Subscription Billed AnnuallyUsers (€276.00 per user) 2 UsersSubtotal €552.00 Paid today €552.00 (EUR)

142

4 days ago

richarddepaulaNewcomer

asked in eSignature

personal signature problems - problemas com assinatura pessoal

Eu utilizo o docusign para assinar documentos de maneira individual, não utilizo para outros meios e desde ontem não consigo mais fazer assinaturas dos meus documentos alegando que já utilizei toda a cota.Eu não consigo suporte, apenas por aqui.Há mais de 4 anos que utilizo o sistema apenas para assinar meus documentos, alguém está com o mesmo problema? I use Docusign to sign documents individually. I don't use it for other purposes. Since yesterday, I can't sign my documents anymore, claiming that I've already used up all my quota.I can't get support, only through here.I've been using the system for over 4 years only to sign my documents. Is anyone else having the same problem?

162

4 days ago

PhilineAdNewcomer

asked in Legal Industry Group

Synchronization Problem

Perhaps someone can help me with our synchronization problem. When a client of ours fills out 4 forms for 4 different companies, the (required) box synchronizes itself to one person, making it impossible to send the form to multiple people in one envelope. In summary: the forms always synchronize; therefore, the same information appears on all forms. How can we avoid this problem? Thank you for your assistance.

142

4 days ago

Bharath_otNewcomer

asked in eSignature

Email Resource File to have footer

Hi all, I am looking to modify the email resource file to have additional footer in all the email sent, I copied the EnvelopeActivation_HtmlBody and EnvelopeActivation_PlainTextBody data tag from the master resource file to a custom file i created and added the footer, but the mail that comes post after placing the xml file in brand is raw format, any other change that we would need to make to send the mails in proper format

YisaNewcomer

I need the power form to be saved in a specific location after competition.I have 3 individuals that need to work on the form. The first signer (can’t change the order) does not have the option to save the form after completion. Is there a way you can program a power form to go to a specific location after completion?

101

4 days ago

ChristosPNewcomer

asked in eSignature

Sharing a document as a link that anyone can sign

I am just wondering what Is the best way to create a form and share this as a link on a ‘welcome email’ that anyone with the link can fill out? As opposed to having to email each new client individually.

MiguelKiwiNewcomer

Hello, I am integrating the signing of documents with DocuSign in Power Automate, and I would like to know if there is a way to receive the signed document in a Power Automate flow after it has been signed, so I can store it in my SharePoint and send it to multiple email addresses. Thank you very much.

122

4 days ago

MdawgNewcomer

asked in Microsoft

Add-ins for Outlook and PDF readers

Hi there,Newby question - Are there any Docusign add-ins available for MS Outlook or common PDF readers such as Adobe Acrobat or MS Edge? I’m basically wanting to create an envelope directly from these apps rather than having to import a file into Docusign itself.Thanks in advance for any suggestions.

132

4 days ago

RabGhNewcomer

asked in eSignature API

Next.js App Router, TypeScript, building DocuSign Api

I installed all needed libraries, including the one for ds types. It’s been extremely difficult to use. I haven’t been able to find working examples. I am at a loss. If anyone knows how to use NextResponse app router, typescript, and docusign to get a route.ts file that could send out an e-signature, I would be forever grateful. This is what I have till now ``` import { NextRequest, NextResponse } from 'next/server';import docusign from 'docusign-esign';import fs from 'fs';import path from 'path'; export async function POST(req: NextRequest) { try { const { signerEmail, signerName } = await req.json(); // Initialize the DocuSign API client const dsApiClient = new docusign.ApiClient(); dsApiClient.setBasePath(process.env.NEXT_PUBLIC_DOCUSIGN_BASE_URL || ''); // Load the private key const privateKey = fs.readFileSync( path.join(process.cwd(), process.env.NEXT_PUBLIC_DOCUSIGN_PRIVATE_KEY || '') ); // Request JWT user token const results = await dsApiCli

6019

4 days ago

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