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I am trying to set up a template where the first person has “Allow to Edit” but the option is not showing in the list. I am using a production account. I have attached screenshots of both the option not there and showing up (in my developer account).Please let me know if there is something I can do. 

I was working in different organization, I did the docusign course and appeared for exam, i passed the exam and got the certificate. Now, I am working in a different organization. so, do not have that certificate anymore. How to get that certificate ?

Hello DocuSign Community,I am looking for clarification regarding supported digital certificates for Brazil (ICP-Brasil), specifically cloud-based certificates where the private key is not stored locally on the signer’s machine. I use an ICP-Brasil e-CPF cloud certificate, managed by a certified Trust Service Provider (TSP). The certificate is not installed in the Windows Certificate Store and is not exposed via PKCS#11 or CSP locally. The signing process works as follows: The user selects “cloud certificate” A local application is launched The signer authenticates using QR Code + 2FA (mobile approval) The cryptographic signing operation occurs remotely (HSM / remote key signing) This certificate works correctly on: Government portals Other Brazilian signing platforms Websites that require client certificate authentication However, when attempting to sign documents in DocuSign eSignature, the signing process cannot be completed, which suggests that DocuSign e

I’m using the list envelopes action to get the status. This envelope has a bad email address.  but the API only shows it as ‘Sent’ I have also tried the Get_audit_event_list action. This does not show delivery failure either. This seems like a very basic requirement so it must be possible?

Hello community/supportAfter installing: The DocuSign connector in Business Central A DocuSign license for certain users then users who do NOT have a DocuSign license suddenly see that the standard “Upload” or “Send for approval/signature” features become blocked or unavailable.?? Can someone provide a solution to fix this?Thank you

Hello,I would like to know if there is a way to allow the signer to choose the TSP (Trust Service Provider) when signing with a qualified electronic signature. Currently, the sender must select a specific provider in advance.Our scenario involves adding recipients from different countries, and in many cases, we do not know the exact TSP provider they have. Is it possible to allow the sender to specify only the type of signature (e.g., qualified or simple electronic) and let the signer select the exact provider during signing?Any guidance or best practices would be greatly appreciated.Thank you in advance!

We are using Docusign Apps Launcher. I have a DocuSign Gen Template where I want to put text box fields that are NOT merge fields. I want them assigned to the first signer in my DocuSign Envelope Template. I do not see how I can create the field tag in DocuSign Apps launcher without anchoring it to a field in Salesforce. This is not a field that is currently in Salesforce, and we don’t need it to be, we just want it on the template. On the Word document I put \name_1_text\ and \nameparent_1_text\. When I go to send the document, I do not see these fields pulled into the template assigned to signer 1. Is this possible to have just a text box field on the Word Gen Template and have the fields assigned to signer 1 in the Envelope template? 

We have a user profile (as a “service account”) designated to be the Owner of our Docusign Web Forms, Templates, and Power Automate Flow Connectors. Every quarter, this password must be changed in Docusign. After I change the password in the user profile in Docusign, I have to launch Power Automate. I believe that I then have to open dependent objects that have a stored connection containing this user’s credentials in some way to get the prompts that will ask me to authenticate this user’s credentials again. I can respond to the prompts and update the authentication credentials at that time, but only if I get a prompt to do so. However I don’t know how many objects in Power Automate need to be “refreshed” manually so that they do not fail when triggered. We have standard Docusign Connectors but we also have a Custom Connector. How do I know that all of my connections are updated? Do I have to trigger flows that use all of the affected connectors? So far, I have been reactive to when I

I have DocuSign eSignature integrated with Salesforce, and I’m trying to build a workflow for NDAs. The desired flow is:  A sales rep triggers the NDA from Salesforce. The NDA (as a Word document) is first sent to our in-house lawyer for review and redlining. After edits, the lawyer sends the redlined version to the client for their redlining. Once all redlines are resolved, the finalized NDA should be routed for signature and automatically saved back to the Salesforce record.  Is there a recommended setup within DocuSign + Salesforce that supports this kind of internal-editing → client-redlining → final-signature workflow? And should this be done via document markup inside DocuSign, or external Word redlining and then re-uploading versions?We have Docusign E-Signature licenses. Not sure if I need another license for negotiate or CLM? 

I'm using embedded signing in my app. It redirects from my web page to the DocuSign signing page, and after the user finishes signing, it redirects back to my web page. I want users to receive a completion email once they've signed, just like when they sign via email. Is that possible?  Do I need to modify the code, or can I do it through platform settings?  

We have a complex process for CE certification of our machines. This process requires numerous signatures from employees, sometimes the same employees signing multiple times at different times. Unfortunately, we've now reached the limit of 200 rules. If DocuSign could increase the number of rules allowed, it would be a huge help. As it stands, we'll constantly have to delete rules to stay below the 200 limit.

I have a docusign template where the first signer role is left empty because it need to be dynamic. The first role ‘Originator’ is emptyI am using Power automate to send the Originator detail and invoke the template. Here is my power automate Step 1. Created the envelope using the template  → No IssuesStep 2. Added the document as Base64 to the envelope → No issuesStep 3. Added the recipient. In this step I provided the role name, Signer name and the signer email  Step 4. When I send the envelope, this step fails with the error code INVALID_EMAIL_ADDRESS_FOR_RECIPIENT. Am i following the right steps to populate the recipient for the first sign? Can someone help here?

Hi all!!I would like to ask for your help in this situation.I’m building a a PowerAutomate flow that send a PDF with editable field to be filled, however I cant make that possible in PowerAutomate (although its easy to do it in the web).Do you know how can I do it?? Thanks a lot in advance!

Dear DocuSign Team, We recently started using the DocuSign new shared access feature in our organization, migrating all the actual access from the old to the new feature. After that, I discovered that the new feature is designed to not allow users to access a shared envelope via a direct link, which caused a huge manual work for some of our departments. Do you have any plans to enable the link access for the new feature, or should we rollback and use again the old feature? Thank you,Raafat

I had a question about my plan and billing as I have paid too much, and was connected with someone via live chat.The person was rude, sarcastic and did not resolve my issue. They then proceeded to “pretend” we got disconnected and abruptly ended the chat. Please see screen shots.  

Hi everyone, for the email that went out from Docusign with the title “Docusign Transactions Moving to Microsoft Azure, Action May be Required”, should the IP and domain allowlisting be done in Salesforce or is this done at the network level? I’m trying to understand if I should update our Setup > Network Access (IP ranges) and Setup > Trusted URLs (domains) in Salesforce or if this needs to be done by someone else in our IT department. Thanks so much!

Hello,Someone sent me a document to sign.I don’t want to sign.I don’t want to open the document, in which case they will receive a notification that I opened it. This is commonly used by scammers/fishing-attempts to fish for info or actions on things that take place on my end.I have been getting daily reminders for a while now to sign. It’s annoying. It’s a waste of my time to get these emails daily and to handle them.I have emailed the sender asking them to stop sending these. They did not.How can I stop getting these reminders to sign? It’s costing me a lot of time, grief, computer resources, and general annoyance, and it’s generally unfair to me to be bothered with this stuff daily.Thank you in advance.

I’m an admin and have provided shared access to one user account to multiple users. When the users are trying to correct bounced back emails by using the Resend button, they can go in and commence correcting it, but then an error message appears “Something went wrong. Please try again”. The envelope is then showing status of Correcting, but no one can access it. The help material says this should be ok in 15 minutes, but not the case. When I test out trying to correct the envelope there is no issues. All users have been given “edit” access.

Hi everyone,I’m about to send out around 300 documents and trying to automatically include the client name in a completed PDF file name when sending from a Business Pro account. This is so I can bulk upload the agreements into our broader ERP system, and I’m struggling to get it working.Here’s what I’ve done so far: Created a Custom Field (text) called ClientName Added this field to my template  Set the template name to include {{ClientName}} Tested by sending an envelope to myself and filling in the ClientName field As the client/signer I can complete the field ok and the document content looks fine But the completed document file name never updates — it always ignores the merge field  My questions: Does my account require an additional module or settings to make this possible? I’m on a Business Pro account and the admin. If this should already work on Business Pro, what steps should I follow to set up document-level naming using custom fields? Any guidance on what I’m mis

I’ve configured a Connect configuration in DocuSign and selected “Include Configuration Level OAuth” for authentication. I have entered my Auth URL, Client ID, and Client Secret in the setup.However, when the Connect request is sent, I only receive the grant_type and my custom parameters. The client_id and client_secret values are not included in the request payload.How does DocuSign send the Client ID and Client Secret during the OAuth call — are they sent as headers, as part of the body, or in some other format?How can I ensure that the Client ID and Client Secret are sent as part of the OAuth request?Thanks in advance for your help!

All i wanted to do is create a document that needs a signature. Now I cannot retrieve the document because my reset password is not accepting. I cannot get to the chat box for support to pop up. For a document to be scanned and emailed back, to this process has wasted a tremendous amount of time. And this process is also painful.

Is there a way to get envelop status?I want to set some condition based on the status of the specifict envelop I sent via PowerAutomate in the same flow.If is signed: Update to SharePoint If is waiting for signature: Wait/Send reminder If is declines: Send email + additional actionsThanks you and best regards.

Hello, I have a user who is unable to log in using sso.  Profile does not show anything out of the norm.  Docusign seems to be up and running.  I can log in.  User sees error Contact your admin.  You don’t have permission to access this page.  Contact your account admin for more information.

Why  radio buttons, like adding addendums, are not active?

Dear DocuSign Support Team,I am trying to contact you regarding an invoice issue, but I am currently unable to log in to the DocuSign Support page. Each time I attempt to sign in, I receive the following message:"Having trouble logging in?If you signed up for a Free or Trial account, chat with us to let us know you need access.If you just purchased a DocuSign plan, please wait about 30 minutes for your account to be set up. Ensure you activate your account before trying to log in."My account should already be active, and I recently purchased a DocuSign plan. I can log in and access all features of my account without any issues, but this support-login problem prevents me from accessing the support options.I urgently need assistance because the invoice I received contains incorrect and incomplete company information and cannot be used for accounting purposes. I require a corrected invoice with the proper company details.Since I cannot log in to submit a case, I kindly ask you to contact