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Hi everyone,I'm exploring ways to implement a multi-step form workflow using DocuSign, but I want to avoid the typical steps of generating a dummy document from a template and deleting it afterwards.Essentially, I'm looking for a solution where users can progress through multiple steps or screens, inputting data at each stage, and then have that data captured so i can route conditionally based on the data.Is there any native support or workaround in DocuSign for this kind of flow? Any guidance or examples would be greatly appreciated!Thanks in advance.

When uploading a Word document for signature, the default PDF Document properties for Windows Options - Show is Document Title. Is there a way to make the default File Name?Thanks in advance. 

Hello, I'm looking for a Best Practices Guide to be abble to delegate specific admin responsabilities to trusted team members- without granting full admin access...Does a corporate template exist and show the signature wokflows? Thanks

Can anybody tell me why this doesn’t work?I have configured the below in the Envelope Template within Salesforce.  We use Microsoft Word documents to create the Gen Templates.I’ve set the PO Number text box to ‘required’ so that if the picklist is ‘Yes’ then the PO Number should be visible and is mandatory for the signatory to populate. Thanks 

I signed a document this night at 0:40 from Paris, France, date of signature has been marked as yesterday instead of today.

I am creating a form that needs signature from a pdf file. Tis is for someone else.I want to send that form to them so they can sebd it for signature.I cannot work out how to do that.I have google and used co-pilot but am getting steps that are not available to meI am the administrator of a eSignature Business ProAny help will be welcome

If a contract gets signed in eSignature (stand alone document), is there a way to feed that document back to CLM so it can be part of the overall file structure built in CLM?

Dear DocuSign Support,We would like to verify the authenticity and timeline of a DocuSign transaction related to the following Envelope ID: B7A459E9-FB2D-4FCC-8335-45C66F4D3738.Context:We are analyzing two signed PDF files and two Certificates of Completion that appear to belong to this envelope.However, we observed two different timestamps and certificate chains:- The CoCs show the "Signed" event as 09-Dec-2024 at 07:37:25 (Pacific Time).- One PDF also displays this same timestamp in its footer.- The second PDF, however, shows a later timestamp (30-Jul-2025 03:35:17-07:00) with a DigiCert AATL certificate instead of Entrust.We kindly request your official clarification on the following points:1. Do both PDFs belong to the same envelope (ID above)?2. Is the "Signed" event on 09-Dec-2024 the legally binding signature for the envelope?3. Does the later 30-Jul-2025 timestamp correspond to a re-sealing or re-export by DocuSign, not a new signature?4. Is the coexistence of Entrust and DigiC

Hi there,I’m getting the following error when requesting an access token from the authorization code previously generated by Docusign:{ "error": "invalid_grant"}I’ve followed all steps in https://developers.docusign.com/platform/auth/public-authcode-get-token/. I can easily get an authorization code, but when using it to request an access token I get above error. This is the request I do:POST in https://account-d.docusign.com/oauth/token with:code=<code returned as query param in the redirect_uri>grant_type=authorization_codeclient_id=<my integration key in development environment>code_verifier=<my original random string used to calculate the code challenge>I’ve made sure that the code was generated less than 2 minutes before asking for the access token.What am I missing?

Hi, I’m seeking information on how you customise the Email Subject to include the customer name when creating a bulk send. I understand how to do this for individual templates (and are using successfully), but am not having success adding into the bulk send template.The reason is that signed agreements will come into a Shared Mailbox, and I need the multiple users to be able to easily identify which customer the envelope is from (without opening). I have read the related articles in the DocuSign support material and watched numerous Youtube videos, but none address this. Is there specific data you need to add into the CSV file to get this to work. Thanks in advance.Patricia

Our client is utilizing DocuSign Apps Launcher, and using DocuSign Envelope Templates to tag Documents for Clients to fill out.  Some of the information they would like to have pre-populated from Salesforce, so we added the Merge Fields.The settings for the Merge Fields are to not write back to Salesforce, yet any updates made on the documents are writing back to the identified merged field in Salesforce.How can we stop the updates from coming back into Salesforce?  We need the forms to populate with the information known, but if it’s not in Salesforce, and is added after the document has been generated, we do not want those updates going back into Salesforce.

Good day I created a web form that is associated with a template. It works as expected, except I notice that when a user fills out and completes the form, I am being emailed a confirmation of the e-signature along with attachments (the signed form, and any attachments the user uploaded).I want the email to be generated, but I want it to go to a different email address. On the template’s “Add recipients” section, the first signer (which is set to “Needs to Sign”) is “Requesting User” and email is blank (assuming the applicant is to complete the form). The second signer is the role and email address I want to get the response after the user has submitted the form. That second signer is set to “Receives a Copy” and the address is hardcoded into the “Delivery” section.How might I accomplish this? 

As per the older posts I have tried to locate the "My Preferences" tab and the "Contacts" tab of which i have neither anywhere on my profile, even when clicking my account icon. The only way i can see my contacts is when I click on the address book icon when inserting the name of the addressee. However when I click on this, I am unable to edit the contacts information. I am at a loss and I do not understand how something which should be incredibly simple is turning out to be such a difficult task.

Hello,I want to test this scenario for my client : In Dynamics 365, when I start form accoutn and click on “Send with Docusign”, I can’t choose an envelop template.On a technical side, I activate Docusign integration in D365, I created 2 envelop template in docusign, I set all D365 privileges for docusign table.When I go on Docusign Admin setting in Dynamics 365, I can’t see any module for templates.Could you help me please ?Notes : I test with the TRIAL.

I used to have for our startup a paid account. I downgraded it and now have it as free account.  BUT we still need the monthly invoices. There is no way to get these invoices. Support is pointless as “you need to have a paid account to access support”. The documentation shows only how it would work on a paid account.  

Hello,I was reviewing one of the templates in Docusign and I noticed an envelope ID on the top document before it was even signed, any suggestion on what happened or if there is setting that I need to turn off?Can the API embed the envelope ID into the PDF document when preparing the envelope?   Best regards,Emad

I've created an input process using Webforms. Now I'd like to store the collected data in a document, which then goes into the signature process. Would that work?

I was presented with a copy of an agreement that alleges I signed via Docusign but the envelope ID does not show up in any folder in my portal that I use. I have searched by date and envelope ID and nothing appears. How do I get the certificate of completion to see where the document was sent and what email signed off using my name?

Hi I'm trying to setup a Bulk CSV template. It's a bit tricky. Basically, Party A (my staff) aren't allowed to know the information for Party C (New clients) until Party B has them sign the document provided by Party A. Essentially, I need Party B to be able to add their CSV to template initiated by Party A and send the Template to about 50+ different Party C.Is there anyone to do this?

We received an email from DocuSign about the GLOBAL40 promo code. It mentions that the promo applies only when purchasing a new account under an annual subscription. Since an annual plan already provides around a 44% savings compared to the monthly plan, we wanted to confirm — if we apply the promo code, will the discount stack with the annual plan discount, or does only one discount apply?

hello everyoneI need your help.I didn't see any custom field validation method in the official documentation. Is there a good way to set validation? Or can I write code on docusign for validation?

I raised an issue with my unlimited envelope account on 16th September where I could not send any envelopes as I had exceeded my limit - despite having an unlimited account. They (eventually) came back to me saying I had sent too many in a month and it would reset in 2 days. That was 25th September and here we are now still unable to send envelopes. I constantly chase them and it has now been sent to an internal engineering team but I have heard nothing since 3rd October. This is massively affecting our ability to trade and we have now sought out alternative providers for e signatures to ensure that we can operate our business legally. Where is the support? How can I escalate this as this is not acceptable?

 Am I allowed to make a correction on a contract after the document signature has been completed?  If so, please advise how to do that?  I’m aware of making a correction before sending for signature but I don’t see anything that would allow me to make a change after the signing was completed. 

How can i format a text field so that the background is solid and covers underlying text when filled in

HelloWhen I upload a correctly filled CSV file in Docusign Bulk Send, many international language characters get unrecognized by the system and I need to retype / copy & paste each one of them - when doing a bulk send to dozens of recipients it can be a nightmare.Any tip to avoid this happening? Is there some way to integrate special characters of different languages into the system so it recognizes them and does not mess up with repeated question marks symbols?Thanks