Solved

Normally, the start screen should show Action required, Pending (other), Expires soon, Completed This is not visible on the home screen of a colleague. How can I customize the start screen? Thank you.

After sending off a document for DocuSign signatures I received the following message: smtp; 530 5. 1. 0 <dse_na3@docusign.net> sender rejected Is this an issue with the receiving party and/or their phone/computer settings for receiving the email?  I double checked the email address and it was correct.  Per DocuSign’s suggestions I even re-entered the recipient’s information, including email, as part of the “Correct” procedure in my DocuSign account.   Any suggestions for fixing this issue?FYI, I have successfully sent this recipient 10 to 15 docuSign emails over the past 6 months. 

How can we get the Senders name added to this report.  

I have an app key setup and live in production. When a user clicks a button on my page I create an envelope and send a PDF with a request to Docusign for the user to sign. This has been working for several years. Is it possible to use the same app key to send a different PDF for signing, or do I have to create a separate app key?The return URL will be different for the other PDF, but it looks like I can add multiple return URLs to the app key configuration.

We are currently using DocuSign keys in Oracle Integration Cloud (OIC) for a KYC process that is live and functioning well. Now, we have a new requirement to implement DocuSign for a separate employee onboarding process. I have a few questions regarding this: Since we already have a DocuSign key in the production environment for the KYC process, can we reuse the same key for the employee onboarding process? The flow for both processes is similar: Define a template in DocuSign (the templates differ for each process). Use these templates in our integration. Once an envelope is signed (by a customer or employee), the information is processed via a "Connect" configuration. For these two separate processes, can we set up two independent "Connect" configurations in DocuSign? If having two "Connect" configurations is possible, how can we ensure they do not overlap and that each configuration only handles the relevant process?

Good day, I have been trying to change the font sign of my signature, but it keeps on reverting to the default.  Can someone else please assist. Mybe there is something am not doing well. Was doing via sending settings in the admin profile.

I am new to docusign, but have used computers and software for over 30 years.   I did not find an answer to this in the self help community.My employer has assigned me a responsibility position, I manage one of our laboratories.  That basically means I keep paperwork, and answer questions about what goes on in the lab.  Part of this is signature sheets, to authorize certain people to use the lab, and to use certain instruments in the room. It’s a well organized record keeping that we do.However, each week I get emails, sometimes multiple emails from docusign for completed (or incomplete) signature sheets.   I have downloaded all completed sheets weeks ago, and I even have one blank form that I cancelled 3 months ago and deleted, that I asked nobody to sign yet I am alerted that it needs attention from time to time.   The number of emails is increasing with time because we are getting more instruments and more  users.   I may need a secretary to work part time just to investigate these

When I logged in it didn’t given me any way to join my company’s instance of Docusign. We have an enterprise account. Please assist!

Hi,I cannot seem to find how to grant access to “Create a template” to other users. How do I enable this option?I am the admin for the account.Best,Mathieu

Hello!I am running into an issue with radio buttons becoming unselected.  I have several fillable PDF forms that are completed prior to upload to Docusign which contain radio buttons.  These buttons are selected by staff and don’t require the signer’s inputs.The buttons appear selected during the upload process, while previewing the documents when adding fields, etc.  But suddenly lose their selection when the documents are sent to the signer for signing!We have found a workaround for now to “Print to PDF” before uploading to Docusign, which flattens the values into place but this is an added step for my teams.Any ideas?  Thanks in advance!

We want to send one email to a group of people with 3 different 'call to actions'Sign Terms & Conditions in Docusign (can we add a Docusign hyperlink that takes person to the Docusign envelope to sign???)CTA #2CTA #3

Is is compulsory to create a developer account and then migrate to production after submitting app for review? Can I create app in production environment directly to use DocuSign API?

Hello, Does anyone know how to reach a real person in customer support?I am trying to change the registered email address on my account and trying and trying and keep getting error messages. Then I try to open a case, and keep getting error messages. Impossible to reach anyone. Everything is just a robot answering me. I am beyond frustrated with this company right now.   

I sent an agreement two weeks ago, but client’s firewall is not letting the DocuSign envelope through. is there a way i can send a direct link in an email from my business email account. thank you

Is it possible to sign a document yourself before sending it?

I need to set a field for a PIN but it needs to be specifically 6 characters.  How do I force a 6 character, numeric limit on a text field?   Thanks to anyone that can help!

Hi all,I’ve got a user who is training others on how to use DocuSign. She is using the test environment found here:https://apps-d.docusign.comAfter she submits the form she never gets an email notification.I successfully logged into the test environment and see her envelope. In production, I usually Resend the envelope and the issue is solved, but in the test environment she does not receive any email, even after I click the resend button for that specific envelope. How can I troubleshoot this issue? Thanks!

hello, is it possible to send a document to be signed by several people in a single envelope? rather than sending it one by one?

I wanted to check if it is possible to have the client Sign first before our Company signatory will sign?

Hi All, I am working on creating an envelope using API explorer in developers.docusign.com. I am able to send the document if I am not attaching any tabs to the document. However I am getting the below error if I am attaching tabs to the document. Kindly assist me with this issue. I have updated the url and body of my request. {  "message": "Bad Request",  "response": {    "errorCode": "UNSPECIFIED_ERROR",    "message": "Object reference not set to an instance of an object."  }} URL:/restapi/v2.1/accounts/<accountId>/envelopes Body:{  "documents": [    {      "documentBase64": "<base64ForTheDocument>",      "documentId": "1",      "fileExtension": "pdf",      "name": "document",      "tabs": {        "signHereTabs": [          {            "anchorString": "Signature:",            "documentId": "1",            "anchorXOffset": "1",            "anchorYOffset": "0",            "anchorIgnoreIfNotPresent": "True",            "anchorUnits": "inches"          }        ]      }    

In the new template building with dynamic function.  I would like to have a checkbox for the sender to check (yes, no, etc).  However there is no checkbox for the sender.  Only a checkbox for the recipient to use.  Thoughts?

Hi Everyone,I’ve been testing out DocuSign in trial mode to see whether we can incorporate it into our workflow. However I’m running into issues with the end result when creating an enveloppe.This is the quality of the uploaded pdf into my template: And this is the result I get when I open the final document that has to be signed.As you can see there’s a lot of loss in quality, the same is true for nearly any document (word, pdf) that I upload. Any idea what might be causing this?Obviously I won’t be able to convince our Department Head with such quality so I hope that there’s a way to resolve this issue. 

On the document that we import from our system there are options for the customer to tick a box to say that they want to opt in to future information, Please can you advise how I go about setting this up on our document ?

We currently have DocuSign and we also have the Salesforce app installed so that we can send contract directly from within salesforce.  I have a question i am struggling to get answered. I understand there is a 'Fax Documents for Signature' feature - https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gav1643676262430&topicId=nry1578456314231.html&_LANG=enus But what i need to know is can we use this through the salesforce integration? The documentation points to how to change from email to fax when you are sending the envelope from the website login.  Whereas in salesforce we have a 'Send with Docusign' button, do we have the option to select if we want this to be emailed or faxed? 

Dear support,Dear DocuSign community, I am struggling with some new features in DocuSign which I noticed today and for which I need a recommendation or solution:a.  in the past I had 3 options for signing an envelopenow I have 5 (which one to use is now more complex as I have several partners who accept DocuSign but do not have an account) When I initiated the signage process in the past, I could just put my initials on each page of the doc and sign with the SMS → NOW DocuSign asks on each page for 1) the purpose of the initials and 2) the Authentication  (that is wired and exhausting -  please help)     Thank you very much for your support!