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Hello - we would like to send a template of several documents, one of which is the recipient’s banking information. Once the recipient completes the package, I receive an email from Docusign, as you know. What I’m concerned about is that if someone accesses my email fraudulently, they have access to that banking information.Is is possible to have an access code texted to my phone before I can open that link/attached PDF? I’ve seen something on here about having recipients get a text to access, but the forms are blank at that point; the problem is with the completed forms possibly being accessed by a fraudster.Any ideas?Thank you!

We are trying to use the “Request a signature using focused view” within our .Net Application (C#) and are having trouble using the Fixed Signature placement in the top right of the document. Note: The PDF’s we are having signed cannot be setup with the anchor because they will be invoices coming from multiple customers.  We have it working using the anchor but when we switch to the fixed XPosition and YPosition, the document gets submitted and we can display it but the signature is not placed on the document. Here is the SignHere tab (comment is the working anchor). I tried width and height to see if it happened to be hidden 1 x 1 pixel, but no luck.   Are we missing something in order to get the fixed signature placement on the document?

How can I unlink a room from a ZipForm transaction. I linked to the wrong one.

Hi everyone, is it possible to create a template in docusign (in my case a questionaire) which I can add to other templates, that I don’t have to add all the fields in the questionare each time I need it in different templates?Kind regards,Franzi

Hello everyone, I am working as a programmer at a technology company and have the opportunity to work on a separate project with a client, Terus. This order is still normal, but there is a requirement from my client, Terus, that I must use eSignature API for some of their automatic functions. I have never approached eSignature API before in a learning environment. I accidentally searched and saw that everyone shared about eSignature API on the forum, so I want to ask everyone where to start learning?I also talked to Terus and they accepted that I did not know how to use it and told me to learn and complete the related functions at the end. Realizing that this is a good opportunity to gain more knowledge and serve my customers, I want to come here to ask to find a suitable path for my studies and work.Thank you everyone for reading my question, I hope everyone will respond and share experiences.-Tom-

 We have a Docusign integration where our backend service ( written in Laravel )returns an embed URL for the frontend to display embedded using the client side library,that all works fine and documents can be signed and viewed in DS portal. We have a requirement where users of the Docusign portal need to be able to filter Agreements by a clientName which we pass as a "custom envelope field" when we programatically create the envelopefor the document, called clientName.it’s something like: private function buildCustomFields(array $fields) { return new CustomFields( array_map(function ($key, $item) { return new TextCustomField([ 'name' => $key, 'value' => $item['value'] ?? $item ]); }, array_keys($fields), $fields) ); } is there any way to1.) verify that the envelope has been created with a value for this custom fieldbecause when I choose to “include envelope custom fiel

We have built an integration with DocuSign, which essentially shares the envelope with the signer via our (Zingly’s) application.This is good, because it keeps the engagement between sales and service reps and their customers in the workspace. Having said that, in addition to the signer (customer) being notified that they can review and complete signing via Zingly, we would like to ensure the signer continues to get their “An envelope has been shared with you to review and sign” email from DocuSign.HOWEVER -- it appears that with DocuSign integrations (such as embedded signing), the integrations SUPPRESS all but the “completed signing” emails. (See link: https://support.docusign.com/s/articles/Why-aren-t-my-signers-receiving-DocuSign-Notification-emails?language=en_US)Can someone confirm whether embedded / integrations CAN or CAN NOT allow DocuSign’s native email / sms notifications to the signers to continue, in addition to the embedded integration? 

I need to send 100 docs in one envelope - is that possible?

I have successfully established a template (Automatic template matching works too.) - I have added signature fields in the template. - The signature fields are on the last page of the document.The template has, say, 3 pages, so the signature fields are on page 3.The actual document to be signed might have 5 pages or 10 pages (different every time it needs to be signed). However, the signature fields are ALWAYS placed on page 3 since this is where the fields sit in the template. Signing on the last page seems like a pretty standard situation. - How can I ensure that the signature fields automatically get added to the last page (the actual signature is always in the same position on that last page). Thank youPascal    

I created a document and sent it to a client in China for e-signature. They are having trouble opening and accessing the documents for e-signature. Has anyone experienced this issue?

Hi All,In my document i have an anchor string “I:” in multiple places and the connector is adding at all places where it finds “I:”, but when I try to enter some values in those text boxes, same value is being taken automatically in every text boxes in the document. Sample ImageI entered - Test2 in the first text box and same value is being auto populated in other two text boxes as well. Can anyone help me on the same? RegardsSasikanth

Hello,Has anyone experienced an issue with envelopes not always sending a pdf version in the completion email once everyone has signed a document in DocuSign? We’ve gotten some feedback that some HR are not receiving the document enclosed in the completion email, only as a link to DocuSign. (Please note, sometimes the document is included as an attachement and sometimes it’s not - there doesn’t seem to be any difference in these scenarios.) Many thanks in advance! Kind Regards,Lauren

last year, I went through the Identification process where the signatory presented his passport to a DocuSign verification officer via webcam, and after having the officer confirm his identity, he obtained a security code for qualified electronic signatures via SMS and then executed a qualified electronic signature.I don’t remember what I should select to go through the same procedure as last time in the DocuSign’s platform, where the verification officer confirms the signatory’s identity via webcam. Is this identification procedure no longer available?On the other hand, when I used the “DocuSign ID Verification for EU Advanced with Liveness” method of Identity Verification this time, I was able to proceed to the electronic signature without speaking with the verification officer via webcam, simply by taking a picture of my passport and a video of my face. Does an electronic signature in this procedure count as a valid qualified electronic signature that complies with eIDAS?

How do I find documents that others have sent me that I have signed?It seems like my email may be associated to multiple accounts. The account that I can log in to, 29922419, is NOT receiving documents that I signed related to that associated email address.How can I make sure that 3rd party docusign agreements sent to my email get associated to my active account? And can I archive other signed docs into that account if I have the security keys for them?I can reach \old documents from my email links but I would like them all collected in my account.

Hi!How can I revoke senders' permission to add standard fields to the document in an assigned template, but still give them permission to adjust the recipient list or to add contact details and fill in predefined fields in the document.With the settings “Template Usage Options” i am not able to do that.Is there another way?

How can I send a docusign document to a fax address?

I’m trying to open a new tab from my application, allowing to an user sign an agreement. I have follow the tutorials, consult the API, test it with the API Explorer, and I’m not getting that the sign appear in the returned URL. I make two requests:https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/list/ https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createrecipient/The first one gives me all information I need to make the second one:{userName: “name”,email: “valid@email”,recipientId: “a number”,returnUrl: "http://example.org",authenticationMethod: "None"} This return a response 200 with a URL.When I open the URL in the browser, I can see the document but I cannot sign it. What am I doing wrong?

In the developer console, I can download a csv file with a  envelope.Is there a rest api that can download the csv?  

Hello, We’ve been asked to integrate eSignature in one of our internal web applications (named Talent) so our users can sign electronically during annual assessments.I’m in charge for integrating DocuSign in Talent using Authorization Code Grant flow. I have followed the example provided in GitHub and added another AuthenticationScheme in the client as the default one is already used.However, I met a CORS issue when calling DocuSign as a preflight request was sent before the original request and failed as the header “Access-Control-Allow-Origin” was missing.In my first attempt, I tried to enable CORS in the integration application from DocuSign “My Keys and Apps”, not working, then I implemented a CORS middleware following Microsoft documentation, but it didn’t solve my problem. So I need some guidance to implement the authentication to DocuSign correctly.The architecture of our application is 3-tier architecture: one client-server web application (Net.Core 6) and the database server.

Hi All, A quick question… I am looking to engage in a business transaction and have been presented with a Docusign document as proof of an existing contract between 2 parties. This legitimacy of this contract is important to our decision to engage or not. Is there a way I can verify this document to be true and authentic? I have been emailed the document which has the envelope ID on the top left of each page.  Thanks for you help/advice in advance.  

I have a process that requires two approval signatures, both from signing groups. The problem is that both of the groups will continue some of the same users. Is there a way to ensure that the same user doesn’t sign both times?For example: Signing Group 1 contains users A, B, C, D and Signing Group 2 contains users A, B, C If user A signs on the first signature line, is there a way to restrict it so that only users B or C could sign on the second line? Thank you!

Do you happen to know if there is a way to do any of this 2 things in the DocuSign templates, regarding the Recipient field/ section? Option 1 - they can edit or remove Signer 1 that’s autogenerated when they hit the button?Option 2 - they can add a second signer and either one can sign but not both. Think of it as (1 OR 2) not (1 AND 2)

We’ve been sending the same type of documents over to customer via DocuSign for as long as we’ve been using DocuSign but for some reason it errored out even though it did not meet the size limit. It’s a just a little under it. I’ve tried to compress the file but unable to upload the compressed folder. We’ve removed some pages, 2 out 20 and still get the same message. We do not want to split up the package into two. Is there any other way to send this file without getting the error message?

Hello,I'm using a company account on DocuSign and recently used the Bulk Send feature. I want to download all the signed documents from the envelope, and after some research, I found out that I need to contact support to get a download link for DocuSign Retrieve. However, I'm facing an issue: I can't log in to the DocuSign Support page with my login credentials, even though I have no problems signing into my DocuSign account using the same information.Any guidance would be greatly appreciated.Thank you very much in advance!

Hi!Is there a way to have multiple party files with party management enabled? Asking since we have multiple business units each with their own customers, so don’t want to open system up to errors by selecting another business unit’s customer or death scrolling by listing all business units’ customers for everyone.Thanks,Dave Z