Skip to main content
arrow-left Back to Docusign.com

Solved

4909 Topics
A
Conversation Starter
alexisdgConversation Starter
asked in CLM
Workflow Decision Step - Last X Days Condition

Hello Everyone, I noticed there is a condition called “Last X days” in the decision step and it is only showing if the variable on the left side is a Date Variable. Do you have any idea how this works? I tried setting a fixed date on the date variable while adjusting the number on the right side, but this step always goes down the True path. I would appreciate any insights or suggestions on how to resolve this. Thank you!

282
A
Conversation Starter
R
Newcomer
robinwilson16Newcomer
asked in Payments
How to get an invoice after being charged for an unused account for months

I suddenly realised DocuSign were charging me for an unused account for 7 months using a backup payment method I was not actively using or checking. This occurred as I was never sent any invoices or bills so did not realise this was the case where normally a company would communicate with their customers and this would have avoided this issue entirely. After being told conflicting information where every time someone different responds to your email and initially being told I would get a curtesy refund I was then refused one with reasons varying from the fact I had complained to the bank (which I hadn’t at that point) to my account being ineligible for refunds so it’s hard to know what to believe. Emails to staff at the company go ignored and then the same people then email me with marketing emails a few days later wanting to sell me more stuff and continue to ignore customer service emails. Now I am just trying to obtain an invoice showing the charges that were taken and I can’t even

843
N
Community Moderator
O
Newcomer
OC ITNewcomer
asked in eSignature
new admin password reset page not found

Hi Trying to add new Admins to our Docusign account. Add the user, they get the email invite and click on activate, They try to sign in and click the password reset link and get sent a code. When they enter the code they just then get a 404 page not found after entering the code: Can anyone advise please? Thanks! Dave

718
C
Community Moderator
S
New Voice
sgarciavNew Voice
asked in eSignature
Revoking a signature

Hello all! I am a DocuSign administrator. A DocuSign user signed a document, but now some issues have come up and he requested that his signature be “unsigned” from the document until the issue is resolved. I have searched on how to do this and found some information, but does not coincide with what I am seeing onscreen. Am I able to revoke his signature from the document? If so, how? Thanks! Salvador

9295
C
Community Moderator
J
Newcomer
josephcNewcomer
asked in eSignature
Is Custom Branding Disabled?

I signed up for a free trial today (Jan 24, 2025) and am unable to test out custom branding. I found a note in a support page that says, “Note: These features are temporarily disabled for account plans purchased on the web after November 20, 2024. For more information, contact Docusign Support.” So it would appear that new accounts simply cannot use custom colors, fonts, logos, etc. It’s all just the default Docusign styling only, which seems like a big problem for businesses! I tried contacting support but am unable to log into the portal, possibly because I only have a trial account? Does anyone know more about this? Will custom branding come back as a feature, or is there a higher-tier plan that does allow for customizations? I’m looking to just apply my company’s logo, brand colors, and fonts to envelopes and documents. Thanks all!!

612
J
Newcomer
A
Newcomer
alilpuNewcomer
asked in eSignature API
Why is my envelope created from a template via API remaining in "created" status instead of being sent?

Hi DocuSign Community, I'm having trouble sending an envelope via the DocuSign API using a template. I have verified that my template is set up correctly (it works as expected when I create and send an envelope manually from the console). However, when I create an envelope using the API, the envelope is created with a status of "created" (i.e., a draft) rather than "sent". Here’s my setup: Template Details: Template ID: templateId The template contains two recipient roles: one with the role name "provider" and one with "site". The template has required fields and signature tabs already configured. Envelope Definition (API Payload): const envelopeDefinition = { templateId: 'templateId', templateRoles: [ { email: 'provider@ajay.com', name: 'Ajay Parashar', recipientId: '1', routingOrder: '1', roleName: 'provider' // matches template role (case-sensitive) }, { email: 'site1@ajay.com', name: 'Sample Hospital', recipientId: '2', routingOrder: '2', roleName: 'site' // matches template role (

672
A
Newcomer
P
Newcomer
Peach379Newcomer
asked in Docusign Admin
SAML Map Profile Info

Is there any way to map additional info for user profiles through SAML mapping? Job title, Company, Address, that kind of info. If I can pass the info from our IdP, is there a way for DocuSign to map and apply it to our user profiles?

2469
M
Newcomer
A
Newcomer
ACCSCNewcomer
asked in Salesforce
Is there a way to bulk generate documents via Salesforce for Docusign?

Hello, I am trying to set up a client so that they can bulk generate donation acknowledgement letters for Opportunities in Salesforce. Is this a possibility with Docusign for Salesforce?

22412
EdFaris
Newcomer
B
Newcomer
BobtheBuilderNewcomer
asked in eSignature
Signature Workflow

I have a document signoff workflow that includes 5 people. Docusign will be used. The 2nd person in the workflow is looking to not sign in Docusign, perhaps a wet signature or other Digital method. Does Docusign allow for a person 2nd in line in workflow to apply a Digital Signature outside of DocuSign workflow, then upload document for balance of workflow to continue? For this purpose, assume the person insists on a wet signature. This person MUST be the 2nd signature so reordering workflow is not an option.

383
B
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in CLM
Is there a timeout setting for the Wait For action in DocuSign Workflow? or maybe in the signature collection action?

We have had a few occurrences while we wait for signature, it seems to timeout in 10 days. We have a 'Wait For' action in which errors out with "Timeout occurred waiting for document signature'" I could not find any settings on the action or in the Workflow settings that would suggest timing out in 10 days. Also did some googling and could not find anything...

2274
T
Docusign Employee
J
Newcomer
Jetson324Newcomer
asked in CLM
Can't download completed documents.

Getting this message in a white window:{"errorCode":"RECIPIENT_AUTHENTICATION_REQUIRED","message":"Recipient has not passed authentication steps."}

118810
D
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in eSignature
How to suppress attachments in completion email for signers only, not senders?

I've configured many DocuSign PowerForms over the years, but I was recently asked to support a new use case that doesn't appear possible. What the client wants is for the PowerForm owner and the signer to both receive an email notification when an envelope is completed. That piece is easy. However, they also want only the PowerForm owner to receive the completed documents attached to that email. They don't want the signer to receive any attachments; they want the signer to only receive the email notification, with nothing attached. As far as I can tell and have tested, all attachment settings I can see for completed envelopes apply globally, both to senders and signers. I'm hoping I'm wrong though. Does anyone know of a way to do this?

7656
C
Newcomer
J
Newcomer
JP801Newcomer
asked in eSignature
Customizing Powerform PDF File Name

Hey everyone! I'm not sure if this feature is available, but I wanted to ask just in case it's possible. I've created a powerform that forwards to our ticketing system, generating a PDF. However, I'm wondering if there's a way to grab information from the document (senders name) or perhaps when the initial sender information is filled out, is there a way to customize for that information to populate on receipts file name? I see that “Completed” is automatically added to the receipt, is there a way to customize this? What is currently showing is, “Completed: WireTransfer.pdf.” What I would like to see is, “Completed: (Name) Wire Transfer.pdf.” Attached is what I am seeing in our ticketing system. Thanks everyone!

1385
C
Community Moderator
K
New Voice
karanvir93New Voice
asked in eSignature
Disable Other Options Dropdown

Wanted to ask how to disable/hide the Other Options dropdown box. This prompt appears when user receives and email and then authenticates themselves. Please let me know how to hide i using admin portal or via API.

464
K
New Voice
A
Newcomer
Alekhya ArigelaNewcomer
asked in Salesforce
Unable to access related list details and display them within a table dynamically on a DocuSign Envelope Template

Hi, We have installed DocuSign eSignature for salesforce managed package in our org. There is a requirement to access related list details and display them within a table dynamically on a DocuSign Envelope Template.Opportunity (Source Object) > Clean Energy Application custom object (Reference) > Clean Energy Application Line Item custom object details for each line item (Child). Challenges: DocuSign Merge Field Limitation: Currently, it is not possible to create a merge field within DocuSign that can pull and display the CEA line item details from the Clean Energy Application. This limitation exists both within the DocuSign app and within the Document Custom Fields in the DocuSign web account. Static Document Template: In the current template design, the document uploaded is static, which prevents the dynamic display of CEA line item details for each application. Given these challenges, is there any way to achieve the desired outcome? I would greatly appreciate your support and any su

1175
Jesse.Morgan
Docusign Employee
R
Newcomer
RutujaWNewcomer
asked in eSignature API
DocuSign Webhook

I’m trying to receive webhook notifications from DocuSign on my endpoint but the request fails with the error: "The request was aborted: Could not create SSL/TLS secure channel." My server supports TLS 1.3 minimum. DocuSign webhook requests fail when attempting to connect. Does DocuSign support TLS 1.3 for webhooks? If not, is there a workaround or fix to make this work?

651
Michael.Rave
Docusign Employee
R
Newcomer
RutujaWNewcomer
asked in eSignature API
DocuSign TLS1.3 Support

Does DocuSign API support TLS1.3?

661
Michael.Rave
Docusign Employee
extol7
New Voice
extol7New Voice
asked in CLM
Is there a CLM Workflow step that saves to SharePoint?

I have an existing workflow in DocuSign CLM I’d like to save the signed contract to a SharePoint Library. I could not find a Workflow step that saves to SharePoint. I opened Power Automate and looked over the connectors and my thought is I can achieve this only if I create the workflow in Power Automate, am I correct? I didn’t see anything that connected…

453
extol7
New Voice
P
Newcomer
phikirNewcomer
asked in eSignature
email notification appears in the signing process

Since last week, the text of the e-mail notification is displayed to the signers when they open the envelope. Is there a way to change this again? The text should really only be displayed in the e-mail and not in docusign itself.

381
A
Community Moderator
EnRouteArts
New Voice
EnRouteArtsNew Voice
asked in eSignature
I Was Charged MONTHS AFTER Canceling

I canceled my paid plan before the due date for the next yearly billing payment. I was assured that I would not be charged because I canceled before the renewal date. However, surprise! I was charged months later. What?! This is unacceptable, deceptive, and theft. I need someone to refund that money immediately please. I tried to call, but phone support is no longer available without submitting a support ticket. But you can’t submit a support ticket without a paid plan, which I don’t have anymore. I tried emailing customersupport@docusign.com but received an automated reply saying “Undelivered: This email address is for communication on open cases only.” There is no way for me to open a case! Is there anything else I can do before getting my lawyers involved and taking legal action against DocuSign for deception and theft?

797
C
Community Moderator
B
Newcomer
brightknightNewcomer
asked in eSignature API
Integration Keys in Paid Plans

Hi everyone, I have a question about integration keys in the developer account. If you create an integration key in a free developer account, you need to promote it to production using your production account to move it to production. What about a paid developer account? Do integration keys created in a paid developer account still require promotion to production, or are they promoted to production by default?

346
B
Newcomer
J
Newcomer
JefferNewcomer
asked in eSignature
Test Envelopes Sent During Trial

My company has decided to go with the eSignature Business Pro plan. While on the free trial, I sent myself (to my personal email), our owner and one coworker a total of 8 test emails to get an idea of how we could make Docusign work for us. It didn’t occur to me that these might count against my 100 envelopes. Is there any chance I can get those 8 envelopes back? Had I known that they would count as envelopes I might have used less. I am wondering if an actual Docusign employee monitors these things to answer them and, if not, if there is a way to ask this question directly to a Docusign employee. I see know way to reach out directly other than opening a case and requesting a phone call and I feel like this is one of those “that meeting could have been an email” scenarios.

382
J
Newcomer
G
Newcomer
GurneeshNewcomer
asked in eSignature API
Get all the documents using the user id

Is there a Docusign endpoint that could govern me all the agreements in the user account. I am able to authenticate the user and get the info for the user

412
G
Newcomer
extol7
New Voice
extol7New Voice
asked in CLM
CLM Workflow Wait for Signature step reminder

Where can I find documentation for CLM Workflow Steps? I am trying to set a reminder on an Wait for Signature step and I am confused on the settings. Below, Does this mean that the wait for user to sign will terminate in 3 days, but a reminder will go out every 1 day?

572
extol7
New Voice
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in eSignature API
Embedded Signing for envelopes originating from different platforms

The CXO of a company needs to sign over 20 envelopes daily, which are sent from various systems like Salesforce, SAP and with the majority coming from Docusign web app. Currently, the CXO uses a mobile app for signing documents. The company has developed a new internal portal for employees, which includes functionality for managing approval processes. Now, the CXO would like to use the new portal to sign all of their pending Docusign envelopes. Is this feasible using embedded signing?

525
Michael.Rave
Docusign Employee

Most helpful members this week

Badge winners

Show All Badges

Popular tags

Code of Conduct

Docusign Community

Code of Conduct