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D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 4: Dive into the Discussion Forums

Ready to geek out on all things Docusign? Our discussion forums cover everything from eSignature and CLM to Salesforce and Microsoft integrations. Whatever you're into, there’s a convo waiting for you.Pro tip: Subscribe to the topics you love so you never miss a post. Just click the red “Subscribe” button on the page. 

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D
Community Admin
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 5: Sign Up for an Event

Each month, we host events meant to help you level-up in agreement management, get smarter and faster at using Docusign, and connect with other members who get what you do because they do it too. Check out our events page and register for something that interests you! *Make sure you subscribe to the page so you’re notified when events are added (about once per week). All you have to do is click the red “Subscribe” button on the page.  Side note: We also post events hosted by other Docusign teams outside the Community or third-party events that we think you’ll be interested in.

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D
Community Admin
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 6: Join a Group

Community is all about connection, and groups are where it truly comes to life! Dive into the conversations that matter most to you, connect with others in your field, and get access to tailored content and events for your industry. Whether it’s sharing tips, asking questions, or just swapping stories, your group is waiting—join the groups that look like a match!

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D
Community Admin
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 7: Explore Get Inspiration

Head over to the Get Inspiration section—your hub for inspiration in agreement management with Docusign and beyond. We’re constantly adding fresh content to these subsections:: Agreement Insights: Big ideas in agreement management Tips From Docusign: Practical tips to help you get the most from Docusign On-Demand: Watch recordings from past Community events Community Spotlights: Member stories and customer spotlightsWhat’s New at Docusign: Stay updated on the latest company and platform news

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D
Community Admin
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 8: Check out Ideas

You can help shape the future of what Docusign can do in our Ideas section. Submit your own feature requests, upvote the ideas you love, and add comments on existing ideas to help our product teams innovate even better ways to help you accomplish your goals.

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D
Community Admin
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 9: Create and Reply to Posts

Ready to contribute? We can’t wait to see your posts!To start, just click “+ Start a Post” and choose what you want to do:Ask a question about Docusign Start a conversation (like asking for feedback or advice) Create an idea for a new featureWhen replying to posts, make your responses clear and concise. And if someone’s reply answers your question, mark it as the “best answer” to help others find it too!

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D
Community Admin
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 10: Introduce Yourself

Meeting others is a big part of any community. So why not comment below to introduce yourself. Feel free to use some of the prompts below as a starting point. 👋 Name  📌 Location 🤓  What do you do? What industry are you in?   ❤️ Why did you join the Docusign Community? 🌱 What are you hoping to get out of the Community? 🫶 What can you help others with? What’s your agreement management or Docusign superpower? Feel free to share as much or as little as you’d like.

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D
Community Admin
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 11: Climb the Leader Board

The more you engage with the community—whether it's posting, commenting, or giving best answers—the more points you’ll rack up!As you level up, you’ll unlock new rank names and icons, showing off your growing expertise and involvement. These badges, along with your points, will show on your profile.

50
D
Community Admin
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Step 12: Look Over the Five Community Guidelines

Here are some main points from our full Code of Conduct to keep in mind: Be Respectful and InclusiveWe’re all here to foster a welcoming and supportive environment. Kindness and respect are essential. Help ensure everyone feels safe—bullying, harassment, and any degrading comments based on race, religion, culture, sexual orientation, gender, or identity will not be tolerated. If you need to flag spam or inappropriate posts, please follow these steps. Contribute MeaningfullyThis community thrives on the value that each member adds. The more thought and effort you put into your posts, comments, and discussions, the more everyone benefits. Aim to add quality insights that help elevate the conversation.Be Clear and SpecificTo get the best possible answers, be as specific and detailed as you can when asking questions. Vague or brief questions may not receive helpful responses, and we may ask you to revise and clarify your post.Search Before PostingBefore asking a new question, please use th

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D
Community Admin
8 days ago
D
Community Admin
Docusign CommunityCommunity Admin
published in New Member Guide
Still Have Questions About Using the Community?

Got questions? Drop them in the comments and we’ll get back to you. If you have a very specific question, feel free to email us at community-team@docusign.com.

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D
Community Admin
8 days ago
K
Newcomer
kathycavillNewcomer
asked in Legal Industry Group
Set Signing Order Default

DocuSign automatically defaults to set signing order and I would prefer to not have it automatically default. Is there a way to do this?

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C
Community Moderator
8 days ago
B
Newcomer
btfreeNewcomer
asked in eSignature
Complete envelope with some documents not completely signed?

I have recently sent out 12 documents in one envelope for 8 people in my organization to sign.  The eighth person does not want to sign 3 of the documents.  Can he leave the ones she doesn’t want to sign unsigned and complete the envelope?Thanks

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M
Troubleshooter
8 days ago
N
Newcomer
Not able to open a new caseNewcomer
asked in eSignature
No longer able to open a new case on Docusign Support

Hi folks, I just restarted my pro plan and would like the strikethrough feature back. I was trying to open a new case for the strikethrough feature to be back but never succeed to open a new case now. There is no longer a button called “New Case” or “Open a case” on my cases page.  Can anyone help?

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M
Troubleshooter
8 days ago
T
Newcomer
TheGuyWQuestionsNewcomer
asked in Microsoft
Help Needed: Error "Action 'Create_envelope' failed" with 404 - File or directory not found

Hello everyone,I'm encountering an issue with an action in my power automate workflow and I'm hoping someone here can help me resolve it. Here are the details:Error: Action 'Create_envelope' failedError Message:```<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd"><html xmlns="http://www.w3.org/1999/xhtml"><head><meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"/><title>404 - File or directory not found.</title><style type="text/css"><!--body{margin:0;font-size:.7em;font-family:Verdana, Arial, Helvetica, sans-serif;background:#EEEEEE;}fieldset{padding:0 15px 10px 15px;} h1{font-size:2.4em;margin:0;color:#FFF;}h2{font-size:1.7em;margin:0;color:#CC0000;} h3{font-size:1.2em;margin:10px 0 0 0;color:#000000;} #header{width:96%;margin:0 0 0 0;padding:6px 2% 6px 2%;font-family:"trebuchet MS", Verdana, sans-serif;color:#FFF;background-color:#555555;}#content{margin:0 0 0

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N
Community Moderator
8 days ago
L
Newcomer
lk1Newcomer
asked in eSignature
"optional" (for some) document signer...

I created a template and I need to be to specify that at one level only certain users will require additional signer and others will not.for example: say I’m filling out this document and mine gets routed to my supervisor, and account payableBUTmy co-worker fills out the same document and his needs to get routed to supervisor, manager and then accounts payableIs there a way to achieve that with just one template? TIA

336
N
Community Moderator
8 days ago
Scott.Nieman
New Voice
Scott.NiemanNew Voice
asked in eSignature API
Expand GET /{{baseUrl}}v2.1/accounts/{{accountId}}/envelopes to have query parameters that search documents by documentFields[?(name=='text')].value and contains() filter like OData

We need a list of envelopes where the recipient has used Print and Sign feature.  We place a documentType name value pair in documentFields array, but there is no programmatic way to know which envelopes have uploaded documents via the Connect callback interface JSON.There are a lot of other use cases for search. 

507
Scott.Nieman
New Voice
8 days ago
leah.breen
Community Admin
leah.breenCommunity Admin
published in On-demand
Trainer Tips Live: How to Create Custom Permission Profiles and Delegated Admin Permissions in eSignature and CLM

 Are you a busy Docusign administrator managing a wide range of settings, users, and capabilities? Imagine being able to delegate specific admin responsibilities to trusted team members—without granting full admin access.In this Trainer Tips Live session, Docusign’s Principal Technical Product Trainer, Matthew Farler, shares expert advice on creating custom permission profiles and delegated admins in both eSignature and CLM. Building on his popular Tips From Docusign post, Matthew dives deep into practical strategies for optimizing user management.✍️ Key takeaways: Custom permission profiles in eSignature: Tailor access with roles like "Template Creator" or "Signing Groups Admin." Simplify setup by copying and customizing existing profiles. Delegated admin permissions in eSignature: Delegate admin tasks without granting full account access. Enhance collaboration and security with role-based permissions. Custom permission profiles in CLM: Configure roles for contract management, app

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leah.breen
Community Admin
8 days ago
C
Docusign Employee
C.AlemanDocusign Employee
published in Tips from Docusign
Manage your Docusign eSignature Template Library

Need to step up your Docusign Template game? Try using some of our template management actions. Once a template has been created, you can:Edit - You can edit any aspect of your template. Try using the “Replace” action for your template document if it needs to be substituted for a new version. All the fields will be retained when the document is replaced. Copy - A template can be copied if you are creating something similar. No need to recreate from scratch! Download - Downloading your templates to your local computer creates an exported template file. You can then upload that template file into Docusign. Usually this is used to move templates from one Docusign account to another. Share - Templates can be shared with other users on your account. Sharing a template ensures a consistent sending experience no matter who creates and sends the envelope. Templates can be shared with users in two different ways: Share a template with users directly - Select the users or groups you want to shar

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C
Docusign Employee
8 days ago
C
New Voice
CDJNew Voice
Users with Envelope Transfer admin permissions should be able to transfer their own envelopes within AgreementsNew

As an eSignature Admin, I can be working with my own envelopes in the Sent and Drafts folders and can click the three vertical dots on the far right, select Transfer Ownership and quickly and easily transfer a single envelope to another user. Logically, the option should appear for even limited, delegated admins granted the Envelope Transfer permission. Unfortunately, the option only appears for full admins.I created a custom permission profile and experimented with granting more and more admin permissions. I can check everything between Users and Groups and Stamps, but the user still won’t see the Transfer Ownership option in their Sent and Drafts folder. All they see is Save as Template and Delete. But if I change the permission profile to Allow All administrative access, the Transfer Ownership option appears.For logical consistency, please show the Transfer Ownership option not just to full admins but to delegated admins with Envelope Transfer permissions. Thank you.

5
262
G
Newcomer
8 days ago
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in Web Forms API
How to pre-fill and track Docusign Web Forms

Hi! I just published a new YouTube video on how to streamline Docusign Web Forms by pre-filling them and tracking their status.You’ll learn:How to pre-fill Web Forms using URLs and APIs. Limitations of URL prefill methods and how to overcome them. Using automation tools for secure and trackable workflows. How to integrate databases for seamless Web Form pre-fill and status tracking.Watch the video to simplify your Docusign 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

100
sofian_solusign
Troubleshooter
8 days ago
J
Newcomer
john.conigliaroNewcomer
asked in eSignature
Transferred Envelopes Missing in recipients drafts

Hello, I am a DocuSign administrator and I have the ability to transfer draft envelopes of mine to other users within the same account.  I went and transferred 30+ of my drafts to another user within my account a couple hours ago and they can not see it. I transferred over a single draft envelope and they saw it within minutes.  I looked in my deleted and its not there and i looked in their deleted and its not there. Is this a timing issue where it takes time to transfer ownership? If not can this be recovered? It took a couple days to make these drafts and do not want to delay this project by remaking envelopes. 

142
Hengfeng Ge
Rising Star
8 days ago
G
Newcomer
G.TNewcomer
Optional headings as bookmarksNew

When a document is created within word using a template there is an option to keep or remove bookmarks when converting to PDF. If the word document is dropped into DocuSign within out the conversion, there is no option, like when converting to PDF, to remove or keep the headings as bookmarks. Could this be a feature in DocuSign? 

1
40
G
Newcomer
8 days ago
L
Newcomer
LizHantsNewcomer
asked in eSignature
Envelope has disappeared!

We have created a flow where a signer needs to sign with witness.  The witness needs to be a legal adviser.  We have had one person sign and allocate incorrectly and so their witness has declined.  The envelope has now disappeared and I can only see it in my sent items - I want to allow the individual to send to a new witness - how can we do this if it no longer exists and why has it ceased to exist?!

101
Alexandre.Augusto
Docusign Employee
8 days ago
B
Newcomer
blueberryhutchNewcomer
asked in eSignature
make changes to a partially signed document without triggering re-signing

HelloI have a partially signed document.2 out of 4 have signed I would like to make changes in the doc, in the means that the 2 remaining ones need to also sign at an additional place where the 2 that already have signed added there an extra signature. If I go into editing, correction mode, I could do that but Im afraid if such changes would trigger that the 2 that already have signed, will receive the document again to repeat and sign again?Can someone confirm if I do not make changes applied to the 2 users that have already signed, that the other changes wont trigger them to sign again. Many thanks 

383
Alexandre.Augusto
Docusign Employee
8 days ago
G
Newcomer
G and D 555Newcomer
asked in eSignature
Date embedded in document to sign

I’ve been sent a contract to sign. When I open the document, it comes up with a date embedded on the signature panel. However, if I select “Print and Sign” - the downloaded PDF copy does not display the same embedded date.There is no facility for me to alter the date that is showing. (and it’s incorrect).  Is the issue at my end - something in docusign I can adjust ?  Or at the sender’s end ?

122
Alexandre.Augusto
Docusign Employee
8 days ago

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