Solved

Is there an admin report that I can run to see which envelopes were sent as part of a Bulk Send job?  We are about to renew our contract and we are considering adding the Retrieve feature so that we can mass download completed envelopes.  Before we do this, I want to know who else in the firm, if anyone, uses Bulk Send.  If I am the only one who uses Bulk Send, then Retrieve probably is not necessary.  I have full admin access and can run any available reports. Thanks,Teri

I have an enevlope PDF,   where there will be a single signer..    but the PDF will contain two (2) signature blocks is there functionality exists that once the signer signs 1 of the 2 signature blocks,   to disable the other block from being signed.    we need to prevent 2 signatures from the envelope the signer decides which one of the 2 needs to be signed

Good morningOne of our users is sending an envelope and trying to choose the signature type from the dropdown list.  The dropdown is blank.Has anyone ever encountered this issue please?

If we currently subscribe to IDV and have this feature enabled on some of our accounts, will this automatically transfer to the new offering by IDVerse?

We have recently noticed amongst multiple document signature cases that the candidate is not putting a physical signature on the document and instead the system shows a blue "Completed".The system describes that they signed using mobile, although we have do not add mobile authentication options to the signature flow process.We tested the system and after clicking "Finish", the system no longer asks the candidate to add a signature. Is there a way to restrict the system so that candidate would have to add a signature and how?

We’re building an integration where envelopes are created via the DocuSign API (through Make.com). The goal is to customise the Completed confirmation emails (subject and body).I reached out to DocuSign Support, but I’ve been bounced around and still don’t have a clear answer. So I’m putting this out here:🔹 Which plan level unlocks the Branding feature so we can create and reference brandId values?🔹 Once branding is enabled, can we use:PUT /restapi/v2.1/accounts/{accountId}/brands/{brandId}/resources/emailwith a custom XML resource file (including <completedSubject> and <completedBody>) to fully customise those confirmation emails?🔹 Can HTML and placeholders (like signer name or envelope ID) be used inside those tags?🔹 If we specify {brandId} when sending envelopes via the API, will the customised branding email templates apply automatically?🔹 And finally, if branding isn’t applied, is there any other way to override the Completed email subject/body via API?If anyone h

Set the ExpireEnabled, ExpireAfter and ExpireDateTime using Docusign SDK 8 for C# and its not taking the values. Key points :Using Docusing SDK 8 with C# Using developer accountI’m creating the envelope from a template.I changed the expiration days in docuSign settingsThese are the lines of code :   // Get the envelope definition after configuration var envelopeDefinition = config.GetEnvelopeDefinition(); // Set the envelope status to "sent". The signer will get an email from DocuSign envelopeDefinition.Status = "sent"; // Set expiration date envelopeDefinition.ExpireEnabled = "true"; // Enable expiration envelopeDefinition.ExpireDateTime = DateTimeOffset.UtcNow.AddDays(14).ToString(); envelopeDefinition.ExpireAfter = "14"; // Set expiration days // Initialize the EnvelopesApi client (reuse existing ApiClient) EnvelopesApi envelopesApi = new(this.ApiClient); // Create the envelope on DocuSign (it will not be sent due to the "created" status) EnvelopeSummary envelopeSummary = envelopesA

Hello!We have a signing group that needs to be able to print and sign documents, but it appears that print and sign is disabled for signing groups. I have been unable to find a good explanation as to why, or how we can re-enable it. Is there a way to adjust this setting, and if not, what workarounds have others used? The best we’ve found so far is for signing group members to “assign to someone else” and assign it to themselves because then they can print and sign, but that creates excess clicks, emails, and a Docusign error screen to boot. Thank you for any help!

Hello, I am a realtor with RPA Real Estate. I currently use Authentisign as my signing service, they use blue and yellow for the different signature fields, making it very easy to tell apart. I heard many good things about DocuSign, which is why I decided to try out the trial and possibly make the switch. my only issue so far is the colors of the signature fields. they are pastel green and pastel blue, which look very similar and are very hard to tell apart, is there a way to change this? if not, I would like to suggest using different colors that are easier to tell apart, or giving the option to choose your color for each signer would be most ideal. Thank you so much!

Hi all,I have a workflow and I need to split a document and I need to specify the page number to save into a new file.How I can find out the total number of pages in a document so I can exclude the last 2 pages?Thank you in advance.

Hi everyone,I’m trying to find a way to prevent users from having multiple active sessions in DocuSign — for example, being logged in simultaneously from multiple browsers or devices.I’m looking for something like: A setting to allow only one active session per user, or A way to automatically terminate previous sessions when a new login occurs. I’ve already checked the Organization Security and Session settings in the Admin Console, but I couldn’t find an option specifically for this.So my question is, Is there a way (via the Admin Console or API) to enforce single-session login for users?Thanks in advance!Chris

I received a docusign document from my employer, and this was the first time I had to do the signature digitally.For that I needed an identification process with a dispatcher, where even the first 2 attempt was cancelled by the dispatcher due to technical issues. On third try we finally could start the identification, but at the end the dispatcher told me that she has technical issues so I shall call them again.However since then I stuck at the 1. Identification step with the message:“This identification for this Transaction Number has already been completed and cannot be restarted.”How can I proceed to the Sign documents step?

Hi everyone,We’re experiencing an issue with the embedded signing flow that recently started occurring (it was working fine until last week).We’re following the official guide for creating a focused signing view:👉 https://developers.docusign.com/docs/esign-rest-api/how-to/request-signature-focused-view/Our backend uses docusign-esign@^8.5.0 to generate the signing URL.We include the following domains in our FRAME_ANCESTORS directive:https://our-domain.com https://demo.docusign.net https://apps-d.docusign.com The generated signing URL opens correctly in a separate browser tab.However, when embedding it inside an <iframe>, the frame fails to load and the browser shows a CSP violation error:Content Security Policy of your site blocks some resources Some resources are blocked because their origin is not listed in your site's CSP. ... Resource Status Directive Source location https://apps.dev.docusign.net/.../1ds-bundle.js.map blocked connect-src (unknown) https://apps-d.docusign.com

Hi allIs there a way to create a recipient template that saves recipient details and signing order for a specific company?We frequently send envelopes to the same company with the same recipients and signing order. It would save a lot of time if we could save this setup as a reusable template, so we don’t have to manually enter the same information each time.What We’re Looking For:Ability to predefine recipient names, emails, and signing order Option to select this recipient template when sending new envelopes Ideally, this would work independently or alongside existing document templatesHas anyone found a workaround or is this something DocuSign is planning to support?

Hello, We are experiencing issues with Docusign connection to Dynamics 365 CRM dropping off and requiring manual intervention to connect the 2 again, typically after a period of time where users are noticing documents are not sending. It’s not very often but often enough that it’s becoming a bit annoying for all involved when it happens. I have not seen any reason for the connection dropping, no passwords are changed and re-connecting is simply going to the Docusign settings in CRM and pressing “Connect”What we really need is some form of alert to us to tell us when the connection has been lost so that we can avoid delays, is there any way to implement this?

Hi Team,After signing the document upon clicking finish , a pop up window appears to share the document with required ones as shown below. Our customer doesn't need this. Is there anyway to suppress this. Please suggest.  Thanks

Hi I am a new user to Docusign and have sent one document out for signature. A client has signed a contract but the wrong company name is shown in the signature box. I do not think this was a requirement specified when requesting signatures, how do I correct this?

Is it possible to have the API call limit raised from the default of 3000 per hour ?   Is this based on the plan you have wit Docusign ? Can it be raised for a certain number of hours per day  ? Ex: 5pm to 8pm an then it goes back to defaultWhat is the maximum if it is possible for it to be raised ? Are there other stipulations for raising it ?Do the API limits only impact Docusign Retrieve or all aspects of sending envelopes  etc. ?What is the procedure to have it increased ?   support ticket ?  Thank YouNorman

Hi Docusign Community,I need some guidance on the correct architectural pattern for checking envelope status without violating API rules. Context: I’m a developer using the Docusign eSignature product. I have an envelope that requires signatures from two separate recipients. I need to trigger a specific operation in my application, but after both recipients have successfully signed and the envelope is complete, and when only either one of the recipient has signed the contract.  Problem: My initial thought was to call the GET /envelopes/{envelopeId} endpoint to check the recipients' status every time one of them signs. However, these two signatures could easily happen within minutes of each other. This would mean I'd be making multiple GET calls to the same envelope ID in less than the 15-minute window, which I believe violates the API polling rules. My application is already live, and I want to ensure I remain compliant. I have also read this, where there isn’t a specific guideline or

HiHow would I go about sending a document to the PA of a director who will then forward to the director for signing?To whom should I address the email?

Hi All,I know you can embed in-person signing on a document,But is it possible to embed in-person signing on a website (specifically a sharepoint site).We have site created where users have to provide in person consent, they will be in an office, office users will add the signers name and email address(and a second signer if required) and we expect the signers to sign in person.Is this possible?Thanks in advance.

Hello, I am operating in a weird jurisdiction that partially accept digital signature, only if the digital signature looks the same as the person's signature in their passport/IDs. However, the current DocuSign default setting for signee signature is an autogenerated signature that looks like the typed version of their name. This results in us having to re-send signing invitations so people can correct their signature, which is highly inefficient, especially when signees are unfamiliar with DocuSign features.Is it possible to disable this 'default' and as an exchange, making 'Draw' or 'Upload' the default? Thank you

Before our managers sign any contracts, should we make sure they receive an internal document (e.g., a contract summary or explanation) so they understand the content and context of the agreement, even though they do not initiate the signing process themselves? What would be the best practice for this?Thank you

Hello,I’m using a date field in CLM forms and I need the “dd MMMM yyyy” format, but the month name is always displayed in English (e.g., 30 September 2025).Is there any option to generate the date in a localized full format, so the month name appears in Portuguese (e.g., 30 de Setembro de 2025)?If not, is Docusign planning to support/translate localized date formats in CLM document generation?Thanks! 

When I type in a recipient’s name and email address it looks great until something happens, and suddenly I get messages under each recipient's email address that “it cannot be saved, and try again later.” What am I doing wrong? I have less than 30 recipients, and the document is only one page long. Any help is greatly appreciated.