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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?

131
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

332
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

200
leah.breen
Community Admin
9 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

150
C
Docusign Employee
9 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
9 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
9 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
9 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
9 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
9 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
9 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
9 days ago
N
Newcomer
nomadkNewcomer
asked in eSignature
How to fix faulty security questions?

I’ve been sent documents to sign and twice failed the security questions (and therefore cannot sign) because they are not accurate. Is there a way to fix this? I’ve notified the sender of the documents but this is super frustrating. Is this a credit history issue? Where do they get their data? Examples:1.Asking me what other names I have ever gone by. None of the options were accurate. One was a misspelling of my legal first name and I’m guessing that’s what it wanted me to pick.2 Asking my college major. My major was not listed. However, “Humanities” was and I’m guessing that was what the system wanted me to pick.    

272
Alexandre.Augusto
Docusign Employee
9 days ago
S
Newcomer
sokinlegalNewcomer
asked in eSignature
Fetch Complete Docusign Document after signing in Production account

While fetching complete document after sign completion of document through docusign , I am not getting correct form of document, it’s content type is HTML, as well it was working fine in sandbox account, when i fetch document using Api, it appears to be in PDF format, now this is creating issue in production account.Error says: You need to enable JavaScript to run this app. and environment :”NAPROD” in  html 

151
Alexandre.Augusto
Docusign Employee
9 days ago
V
Newcomer
Vandit VINewcomer
asked in Docusign Admin
I want to redirect the email notification that account holder receives , (the person's email whose account it is) on completion of envelop signing

I am using e-signature api  for allowing signing the document for different users, now if the users signs the document , all the mails of completion of signature , is coming to the email of account holder’s email.For example i have developer account with email  xyz@gmail.com, now I use its api key and other things in my app to accelerate the document signature process,on completion of envelope signature, i receive mail on  xyz@gmail.com , I want to redirect that mail.Is any solution available to achieve that?

311
Hengfeng Ge
Rising Star
9 days ago
E
Newcomer
evanLiNewcomer
asked in Embedded Signing
How can I modify email-title in embedded signing?

Hi, I’m wondering that can I modify the “Message from {xxx}” using API or website?I knew that there is email-subject and email-content can be modified in template setting, but I want to show business partners’ name on the “agree-to-use-eSignature” page

121
Hengfeng Ge
Rising Star
9 days ago
C
Newcomer
CyrineNewcomer
asked in eSignature API
Issue During Go Live - OAuth Consent Error

Hello,I’m encountering an issue when transitioning the DocuSign integration to my client’s production account. Instead of displaying the expected OAuth consent pop-up, I receive an error stating that the page cannot be found. Below are the details of the error:Error: "This page account.docusign.com cannot be found..."Associated URL: https://account.docusign.com/oauth/auth?client_id=9f87e104-a483-405b-ab66-d0bcad57bf62&scope=signature%20admin_consent%20manage_app_keys%20connect_hmac_api%20user_read%20account_read%20user_write%20cors_manage%20manage_system_signing_groups%20account_write%20admin_communication_read%20admin_communication_write%20organization_write%20organization_read%20account_product_read%20group_management_read%20group_management_write%20me_profile%20search_read%20search_write%20organization_data_feed_config_read%20organization_data_feed_config_write%20organization_monitor_config_read%20organization_monitor_config_write%20organization_monitor_events_read%20notary_read

323
Hengfeng Ge
Rising Star
9 days ago
JohnSantos
Valued Contributor
JohnSantosValued Contributor
asked in eSignature API
Purging documents

I’m testing the API call to add an envelope to be purged.  I have a completed envelope ID from one of our Dev environment.  I’ve been able to successfully change the purgeState from “documents_and_metadata_and_redact_queued” to “documents_dequeued” using the API Explorer from developers.docusign.com  When I try the same API call from Postman, I’m getting the following error:     "errorCode": "DOCUMENT_PURGE_FAILED",    "message": "Error adding documents to the purge queue. Only the sender may remove the envelope documents"I can make other successful calls using Postman.  I’m the same user; that sent the envelope.Any idea what the issue is in Postman?

564
B
Docusign Employee
9 days ago
L
Newcomer
LindaHZ1Newcomer
asked in Web Forms API
Attaching Signed Webform PDF to Case via API Integration

Hello DocuSign Support Team,We are using the DocuSign Webforms API and need assistance with the following steps after a user completes and signs the webform:Once the form is signed, we want the signed PDF document to be automatically sent back to our system. The signed PDF should then be attached to a specific case in our system for record-keeping and further processing.Could you please provide guidance on how to configure this process using the Webforms API, specifically on how to retrieve the signed PDF and attach it to a case?

242
M
Docusign Employee
10 days ago
P
Newcomer
PinkdotNewcomer
asked in eSignature
Need to contact support, I cannot submit a ticket to submit my issue to support

I need help. I am stuck in a loop with he chat about about getting to a support expert as it keeps telling me to sign in and submit a support ticket, but when I do sign in and got to my tickets I can see I had a ticket a year ago, but nowhere to click to submit new ticket. then I tried saying I couldn't log in and it says go to get support and fill out the support form that anyone can submit, and thats nowhere to be see.so for the love of patience, can any please help me get in touch with support directly?

305
Hengfeng Ge
Rising Star
10 days ago
A
Newcomer
Aliwest14Newcomer
asked in Docusign Admin
User can't login-email seems to be blacklisted.

Hello, I have added my colleague to our docusign account and he has never been able to log in, never with “forget password” or using a verification code. It’s as if his email is somehow blacklisted. We can’t figure it out but need to solve it and I can’t get in touch with a real human to help support us. We have a paid subscription. 

235
Hengfeng Ge
Rising Star
10 days ago
P
Newcomer
ptyoungNewcomer
asked in eSignature
Multiple comments fields within a template

I have created a template with multiple comment fields. When I upload multiple documents to the template, the comments are not saving distinctly. If I make a comment on document 1 comment field one it will save but when I make a comment in document 2 comment field one the initial comment is then overwritten with the new comment. Is there a way to make each comment field distinct from another? 

132
JohnSantos
Valued Contributor
11 days ago
Wendi Barker
New Voice
Wendi BarkerNew Voice
asked in eSignature
Withdraw consent

Hello!  We currently do not have the box checked to allow recipients to withdraw their consent if they decline to sign so am thinking they would need to log into a DocuSign account they crated.  Where in the account can is the withdraw consent found?  Can they even withdraw consent this way?  Is it possible to restrict recipients from being allowed to withdraw within DocuSign so the only way they could is by emailing the Credit Union?  

202
Wendi Barker
New Voice
11 days ago
J
Newcomer
J PlantNewcomer
asked in eSignature
Document formatting issue when using Dynamic Templates/Template Builder, messing up tabulations.

Hi, New to the forum, have an issue using the Template Builder. I’m wanting to add customer sender fields to a contract document, company name, address etc and can add these easily enough. The document however is text heavy and has paragraphs, bullets and tabulations. When very first loaded in, it looks fine. As soon as I start in the Template Builder, I loose that formatting and things become joined and/or our of line. I see mention of flattening/PDF’ng however unsure how that solves the problem when I’m wanting to add the customer fields as the Template Builder doesn’t support PDF format. Perhaps I can approach it differently or am missing another method? Thanks  

111
JohnSantos
Valued Contributor
11 days ago

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