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Hello,I am trying to send out the same document to multiple people for individual signatures. I need to populate the signers name, company name, title within the company, the date signed and obviously the signature. When I set up a template and add those fields and click download the “sample csv” if provides me the desired field columns.  The problem happens when I upload the csv with the data filled out, the only item that populates is the name of the signer. The company text box and the title text box are empty and require the signer to fill it out.  How can I have the data provided in the csv pre-populate the company and title fileds?

How do you disable envelope ID stamping in the document? I have set Envelope id stamping to false, yet it is still not disabled.

We are looking to Downgrade our Business Pro account to the free account prior to the subscription expiry. I know we don’t lose access to documents already held.  However, there is only one account number and 8 users with email addresses. What does the history stay under?

So lately,  whenever I try to sign a document I get the there was an error communicating with the server messge and I am not abke to sign. Has anyone come across this same issue ? If so what's the solution ? I'm thinking I need to start paying monthly ?

Hi all,I have setup a connection between my DocuSign account and company SharePoint. We use the SharePoint as a contract repository for team members to search and find contracts whenever required.We have always used the SharePoint search function to sift through contracts, identifying specific contracts by searching postcodes, customer names, etc.. This has always worked as intended as our contracts pulled through from Docusign OCR enabled, allowing SharePoint to pick up any text in the document.Since enabling document custom field on our templates (as we look to track key contract metadata), any custom field is no longer OCR enabled, meaning we can’t search for it in SharePoint. This makes locating contracts a much more strenuous, time-consuming task. I cannot work out why text fields that are document custom fields import into SharePoint as un-recognisable text. All the other text in the contract that is not a custom field is searchable, confirming that it is indeed a problem with th

Hi DS friends - Does DocuSign allow me to change the email address of a signer that has already signed a document? We use the custom report feature to receive daily reports of those who have signed our agreements and add it to an Excel workbook database, which has formulas that looks at the email addresses to update each contact. I don’t want to keep having to manually change a particular signer’s email address every time we update the database with the DS report data. Any thoughts? 

I am the admin of the account and we our plan is eSignature Business Pro - but I do not have the Signature Adoption Configuration option to set up the requirement for a “drawn signature”  Can anyone help me about why this option seems to not be available?  If you’re the Admin for your account [i am], go to the Settings page then Signing Settings [i have] and configure the Signature Adoption configuration [i dont have this] , you can enable the option for drawn eSignatures [nope]. After that, your envelopes sent to the recipients with Sign Here fields will give to them an option to drawn a signature [nope].

How to make fields all captialization for input.

I have to sign a contract for the sale of a property. I need it witnessed, I have completed the form and sent with the witnesses details but the Witness has not received a link or email regarding them signing? I have checked the email address is correct.

I am sending a document using a DocuSign template and template ID. I need to include a clickable link, such as a Privacy Policy, in the document. I have added the link in the document, but it is not clickable while the signer is reviewing and signing the document. The link only becomes clickable after the document is signed and completed. How can I make the hyperlink clickable during the signing process itself?

When the user clicks on the finish button after signing the document, I want to show a pop up message while staying on the page. Is it possible to do? 

I’m currently using a Powerform for exception handling for procurement (users are to complete the powerform if they will be waiving the procurement competitive bid process). Our users are asking if there is a way to included custom wording in each email message when it goes out for signature, specific to the waiver request. It doesn’t appear that can be done, nor can private messages be included to the signatory. Can someone advise of any workarounds or alternatives? 

Hi everyone,I recently came across this article: Attackers Abuse DocuSign API to Send Authentic-Looking Invoices at ScaleIt highlights how attackers are exploiting the DocuSign API to distribute fraudulent invoices that appear legitimate, potentially affecting many organizations.I'm interested to know if others have encountered this issue or have any insights on how to address it. What steps are your organizations taking to mitigate this risk? Are there any best practices or recommendations you'd be willing to share?Looking forward to your thoughts and suggestions.

On power automate flows, can I add placeholder values to the tabs the user has to fill in?  

I’m new to DocuSign so bear with me.To follow HMLR rules I will send a document to a customer to sign and have witnessed. However the completion date will need be left blank until sometime later. What is the best way to achieve this to ensure the conveyancer adds the date? Is it simply to add the conveyancer as the final recipient of the document?ThanksGareth

Hi TeamOur company was recently established as a spin-off from another organization. All of our DocuSign user email addresses currently use the @OldCompany.com domain, and we need to update them to @newcompany.com.We have not yet created an Organization or claimed the @OldCompany domain. Is it possible to use the Bulk User Edit option to update the email addresses? Additionally, we need to ensure that all documents sent from @OldCompany.com remain accessible under @newcompany.com.Could someone provide guidance on the steps we should take to achieve this?ThanksVino

I have uploaded my CSV file using the CSV template.  I’ve left some fields empty because I don’t know what they are for.  But one field - Requestor::First Name is not coming through and even though I accept the matching exception, I end up with an error message after I do. The names in the First Name column match the first names that are also included in the Name column...not sure what I am missing.  

I have a document that has been signed via DocuSign, but I did not sent it. Can I check who sent it if I have the code?DocuSign Envelope ID: Removed due to personal information

Hi there, I am in urgent need to upload a few JSON templates into a new DocuSign account.But the “Upload Json Template” feature i not there and I cannot see a chcekbox for “Enable template upload" under Sending Settings Any idea how I can resolve this quickly? Thanks,Michelle

Signatories do not receive a copy of signed documents when the documents are completed, they just receive a notification that the document was executed, how to send them copies of the documents they signed-off, not all of them?

I opened a billing ticket for being overbilled and cannot get anyone at docusign to update the ticket or call me as requested multiple times!  Does their support even exist anymore?  Do I have to cancel my account? 

When a signer “declines to sign”, other recipients are sent a notification that is has been declined by someone, but the reason itself is sent only to the sender. Is there a way to ensure recipients also receive this notification? Particularly interested as we use powerforms, meaning the sender can be a generic user and not the true “sender” Thanks

I have created Docusign Gen Templates and added a custom button on the Opportunity object. However when I click on it I get this error:List has no rows for assignment to SObjectAn unexpected error has occurred. Your solution provider has been notified. (dfsle)Anyone knows what could be wrong?

My issue is that a client’s DocuSign requests are rejected as “The email account that you tried to reach does not exist,” but regular emails to the same address go through. Not sure why the DocuSign emails are being flagged as “wrong address.”

Is it possible to test QES in the 30-day-trial period? If I follow “Send with QES” https://support.docusign.com/s/document-item?bundleId=xcm1643837555908&topicId=wjg1635415874371.html&_LANG=enus, th Option “Add identity verification ” is not offered in “”CUSTOMIZE”.