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N
New Voice
Nicholas H.New Voice
asked in eSignature API
Using API Embeded Signing with User Auto-Provisioning

We are using the embedded signing, so the users do not have to leave our app which means we are using the APIs to facilitate this. We are trying to automate the process of onboarding/auto-provisioning users into DocuSign so they don’t have to go to the DocuSign site first.  We have Auto-Provisioning turned on and it works when a user logs into the portal. My question is, should the auto-provisioning work through the API’s where if we search for a user's email, it will automatically add them if they exist within our domain. Or do we need to have a process that checks if a user exists in DocuSign and add the user if they do not.

6410
N
New Voice
7 days ago
D
Newcomer
deb92Newcomer
asked in eSignature
Free edition - Envelope allowance exceeded

Hi, I've had a Free account for over a year (not the 30-day free trial, just the free account).I have no need to send envelopes, but only to sign.Since yesterday I get this message when I try to sign any document: The envelope allowance for the account has been exceededSo far I’ve never experienced any problem/limitation. I do not send envelopes, but I am the only signer of the documents I upload, sign and download.I don't understand what the envelope limit refers to and what the actual limit is.As far as I understood from this article (https://support.docusign.com/s/articles/FAQ-Docusign-Envelope-Allowance?language=en_US), the envelopes I sign myself should not be counted.Thank you in advance for your support

18315
C
Newcomer
7 days ago
M
Newcomer
MollyInstaGroupNewcomer
asked in eSignature
No date functions working with Date Signed

I am currently trying to create a date that auto populates as 1 year after the ‘Date Signed’. I have made sure that it is all under the same recipient and all of the wording is correct as I have selected from the drop down.  Here is the formula that I have written: AddYears( [MollyTest] ,1)  There is no error message that shows, only the red squiggly line beneath it and on preview it only shows at Fx. Any help here would be amazing as I have been scratching my head for a while. 

61
Michael.Rave
Docusign Employee
7 days ago
S
Newcomer
Sarah22Newcomer
asked in Docusign Community Club
Finding old signed documents when I can't get in contact with sender

I can’t find documents from any range of time that I’ve signed. I cannot get a hold of the original sender to resend the fully executed document. And I can’t find it anywhere, is there a way to access it?

252
Michael.Rave
Docusign Employee
7 days ago
J
Newcomer
John van L.Newcomer
asked in eSignature
Use pre-set tags in documents

Hi all, I have a question that probably has been asked before 😬 but I haven't been able to figure out yet. We currently use AdobeSign for signing documents and that tool offers the use of so called tags in our documents. So in our documents (various layouts) we added tags that are automatically recognized by Adobe where to put the signature fields. This is an example: {{SigB_es_:signer1:signatureblock}}.We will move to DocuSign and need to amend all our documents, but I haven't been able to figure out how this works in DocuSign. Can someone guide me in the right direction how to set this up? I've read multiple articles on the Support pages but I haven't managed to get it working. Thanks in advance for the help.

6628
N
Newcomer
7 days ago
S
New Voice
singhanubhavNew Voice
asked in Salesforce
DocuSign Salesforce connect with Integration user

In Docusign connect with Salesforce we use specific user which is system admin in salesforce , we want to switch it to Integration user with Integration license .  We created the Integration User in Salesforce with Integration license then went to Docusign->Admin-> Connect->Edit Salesforce Connect-> Reconfigure login-> Salesforce Environment: Test, Salesforce SOAP Web Services API Version: 39, Salesforce Login Method: We put Username , password & security token of Integration user and click on connect, we get an error popup "An error occurred while updating the connect configuration" So We want to ask can we use integration user instead of System admin user? If yes why we getting the error as aforementioned, any additional steps needed to be followed before making the change?

161
JohnSantos
Valued Contributor
7 days ago
G
Newcomer
gspivaNewcomer
asked in eSignature
Authentication error - Click here to login - then unable to access envelope

I have two users showing these symptoms.  Anyone else having this issue?User is able to login successfully but - they immediately get a red bar saying - Authentication error - Click here to login again. Clicking just goes back to login page, they login again successfully to the same error. Repeated logins do the same thing. If they try to send while loggged in they get Unable to access envelope. I have cleared cache and tried using another browser (Chrome vs Edge) . In Chrome which i have comletely cleared all cache.. they do get prompted to email a code (so its seeing fresh login ) but once they login they immediately get same error. If they login on another computer OR i login for them on their regular computer then they enter their Docusign credentials they do NOT get the error. Seems to be somethign in their profile but what? Anyone else seeing a similiar issue or have solved it? Have case open with Docusign and we have tried some of the standard troubleshooting steps. Thank you !

272
C
Community Moderator
7 days ago
K
Newcomer
KlausNewcomer
asked in eSignature
Access to all pages in past agreements

Hello All-I am a DS Admin, my company has over 100 completed agreements, which when we started with DocuSign I only needed access to view 12 of the pages however now I need to get access to view all (54) of the pages for past and future agreements. How can I go about being able to do this?   

354
C
Community Moderator
7 days ago
T
Newcomer
TFORDNewcomer
asked in eSignature
DOCUSIGN AUDITS

Hi,I have been assigned to completing a DocuSign audit.  Has anyone completed an audit of DocuSign documents?  What do you look for?  What reports do you review?  Do you have an audit checklist? Thanks 

172
C
Community Moderator
7 days ago
A
Newcomer
AnnelieNewcomer
asked in eSignature
TransactionID on every page

DocuSign ID verification is used to sign a annual report.Now the government would like to have transaction id on every printed paper. Is it possible to create this for already signed document and if yes, how do I create this?This was automatically appeared before. Thanks for your support.

92
C
Community Moderator
7 days ago
R
Newcomer
rhekssNewcomer
asked in eSignature
Is it possible to change the signature template (e.g. Font size for each element)

I am using CFR Part11 signature template and it looks too wide vertically, so i wanted to edit the name, reason and time smaller but it seems that only designed templates (and there are only two) are available. Is there any chance to edit manually?

194
C
Community Moderator
7 days ago
K
Newcomer
Kenny TraberNewcomer
asked in eSignature
Does anyone know how to contact DocuSign support?

I’ve tried contacting support via chat on the website, but I am unable to contact anyone. The bot on the site is unhelpful & the prompts are not guessing what my question is anywhere close to correctly. They offer numbered options & when I select a number, the chatbot automatically closes the chat so I have to start back from square one. I had to keep going around a loop of answering the questions & getting links to unhelpful resources that did not get me to anything to help me self serve.

874
C
Community Moderator
7 days ago
R
Newcomer
RussellNewcomer
asked in eSignature
How Do i Share My DocuSign Dashboard With A Colleague?

Hi, How Do i Share My DocuSign Dashboard With A Colleague?

102
C
Community Moderator
7 days ago
H
Newcomer
Harry BreachNewcomer
asked in eSignature
Finding old invoices when we had a paid-for account

Previously, from July to September 2024, we had a paid-for DocuSign account, for which we were invoiced monthly. We rarely need to circulate documents for recorded signatures, so I downgraded to a free account in September. When I go to Admin / Account / Plan and Billing, I can see no record of the previous invoices. The topics in the Help Section don’t seem to address this issue. Does anyone know how to download historic invoices like this?

121
Hengfeng Ge
Rising Star
7 days ago
M
Newcomer
Mary Sue KernNewcomer
asked in eSignature
Is it possible to send envelope with informational only attachment that shouldn't be included in the signed package?

Is it possible to send envelope with informational only attachment that shouldn't be included in the signed package? We include our benefits package in the job offer envelope for their review, but we don't want it to be included in the "signed" materials.  

101
Hengfeng Ge
Rising Star
7 days ago
B
Newcomer
bcashwhiteNewcomer
asked in Healthcare Industry Group
Account errors

Hello,For the past two weeks I’ve been unable to use my account due to errors. I receive errors anytime I attempt to sign documents, generate new envelopes, and correct existing envelopes. I’ve tried generating a case, but also received an error message when I tried to to submit a case. I tried the chat bot, but the bot did not recognize my response. Finally, I tried calling several times, but never reached anyone. I also left a voicemail at the main number, but I still have not received a call back as of today. ;-/ Terrible, I was hoping things would have been resolved as I have several critical contracts that need to be executed, but i may need to go back to rightsignature if this isn’t resolved in the next day.

171
Hengfeng Ge
Rising Star
7 days ago
E
Newcomer
Estelle1Newcomer
asked in eSignature
Unable to access assigned document

Hi,I’ve been having an error message while trying to sign a document that was sent to me. this has been lasting since last week. I have tried opening the document in another browser and I<m still getting the same error. I have tried on my phone and I’m getting the same error. here is a screen shot  

131
Hengfeng Ge
Rising Star
7 days ago
L
Newcomer
LizHantsNewcomer
asked in eSignature
Links expiring for witness

We have set up envelopes to expire in February 2025.  However we are getting witnesses say the links have expired before they get a chance to view - any ideas how we change this? Thanks 

71
Hengfeng Ge
Rising Star
7 days ago
E
Newcomer
evanLiNewcomer
asked in eSignature API
Focus View in Angular doesn't work

Import in index.html<script src='https://js-d.docusign.com/bundle.js'></script> In signing page component:import { Component, OnInit, input, AfterViewInit } from '@angular/core';import { Input } from '@angular/core';import { ActivatedRoute } from '@angular/router';declare const DocuSign: any;@Component({ selector: 'app-focused-view-signing', imports: [], templateUrl: './focused-view-signing.component.html', styleUrls: ['./focused-view-signing.component.css']})export class FocusedViewSigningComponent implements AfterViewInit { integrationKey: string = 'xxxx'; // Replace with your integration key constructor(private route: ActivatedRoute,) { } ngAfterViewInit() { const url = this.route.snapshot.paramMap.get('url'); console.log('Input URL:', url); DocuSign.loadDocuSign(this.integrationKey) .then((docusign: any) => { const signing = docusign.signing({ url, displayFormat: 'focused', style: { branding: {

412
B
Docusign Employee
8 days ago
O
Newcomer
ONEsTonyNewcomer
asked in Embedded Signing
Foused view not working in iframe

Hello,I am hosting multiple apps that require signing, so I created a dedicated app that uses the DocuSign JS library to provide a focused view signing interface. This app is designed to be accessed via an iframe by my other apps. But it keeps giving this error: Refused to frame 'https://apps-d.docusign.com/' because an ancestor violates the following Content Security Policy directive: "frame-ancestors https://localhost:4209"The signing app is hosted at https://localhost:4209, while the other apps are hosted on ports 4201 and 4206. The signing app works perfectly when accessed directly from the browser at https://localhost:4209, but it fails to load when embedded in an iframe within the apps hosted on ports 4201 and 4206.I have added all the required domains in the request. Here’s the C# code of the request for generating the urlvar recipientViewRequest = new RecipientViewRequest { ReturnUrl = request.ReturnUrl, ClientUserId = "1234",

522
O
Newcomer
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 1: Log in

First things first. Log in so you can have the best experience in the Community. Logging in is how you “join” the Community! Click "Login" in the top-right corner and enter your Docusign account credentials. If you’ve forgotten your Docusign account password, you can reset it on the login page.

291
Hengfeng Ge
Rising Star
8 days ago
L
Newcomer
LeaNewcomer
asked in eSignature
Copy envelope with field data

I am trying to copy an envelope with field data. The option has been enabled in our settings.When I copy the envelope I cannot see the completed field data, the form looks blank.  Will the data be displayed to recipient once I send the envelope?

244
L
Newcomer
8 days ago
Justin Jiang
Troubleshooter
Justin JiangTroubleshooter
asked in eSignature
Envelope Bolding in message

Hello, Can we make parts of the message to our envelope recipients in bold? Best,Justin

151
Hengfeng Ge
Rising Star
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 2: Fill Out Your Profile and Set Notification Preferences

Head over to your profile settings or click “Edit Profile” to start filling out your profile. Pro-tip: Don’t forget to add your location so we can inform you of meetup events in your area! (We’ve hosted in-person events like sunset river cruises and pizza arcade bar happy hours that members loved.) Once you’ve filled out your profile, click on the notifications tab, and set your preferences. We recommend keeping them all on, especially email notifications so you don’t miss upcoming events, announcements, replies to your posts, etc.

110
D
Community Admin
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 3: Subscribe to Community Announcements

Want to stay in the loop? The Community Announcements section is your go-to spot for all the must-know updates, including our monthly newsletter “What’s Happening Inside the Docusign Community.”Subscribe to the page by clicking the red “Subscribe” button so you don’t miss an update!

90
D
Community Admin
8 days ago

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