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I have a numeric rollup sum field in Salesforce that displays a currency value.  I would like to display the value with leading text IF it is grater than $0.0.  I have tried several ways to format it but all end in errors or simply show the formula text.  Please let me know how to structure this.  This is the latest failed attempt.   <# <Conditional Select="/SBQQ__Quote__c/FPS_PASC_Year_1__c" NotMatch=0 /> #>Fee Per Study: (field value)<# <EndConditional/> #>

We started seeing duplicate reports sent out starting last Friday and repeating this Friday, despite this report has been running for over one year with no problems. I thought it was a one-time quirk, so I did not mention this.Has anyone else experienced this issue? Here is the configuration: And the logs:  

Hello, I need urgent help please. I have been using DocuSign integrated with SharePoint for a year now and all has been fine until now. whenever i try to get a signature through SharePoint to DocuSign it comes up with the following error above. any help would be much appreciated. Thanks Alex

A welcome modal displaies the ERSD content and any messages from the sender, before entering the agreement. This window provides no added value for our customers; on the contrary, it leads to numerous queries and unsigned documents.I request an option to disable/remove this window via the administration.

Hi Team, Today we found docusign iframe was not loaded, it even worked yesterday, no changes applied in our side.When I opened the signing URL  in the browser, which starts with “https://demo.docusign.net/signing/mtredeem/v1”.I cannot find our domain in “content-security-policy” response header, and confirm our domain has been added into the FrameAncestors whie calling CreateRecipientView API. Is their any update for demo site? Thanks,Fei

Doing spreadsheets this year for 2024 taxes, and there it is...again. $325.00 charge from DOCUSIGN. I haven’t used Docusign in over 3 years and downgraded both my account years ago to free versions. There is NO help in cancelling an account. The entire process is circular and frustrating, meaning the end-user keeps ending up at the same place with error codes (when trying to login) and non-functional webpages.I’ve requested Docusign to cancel my account previously. Nothing. No messages, and no notifications. I’m not even being notified of annual billing by email. There’s no receipts or invoices. Users are being charged with ZERO recourse.When I log into my account it says “FREEMIUM” as the version and yet I’m still being charged.I’ve even changed my debit card information, and somehow DOCUSIGN is still getting around this and charging. This is downright criminal and grounds for a class-action lawsuit.

I have updated several existing templates and need to know what happens to the in progress envelopes that were created using these templates before they were updated. Is there a way to go into the in progress envelope and update to the newer template? I have tried using “Manage Applied Templates” but it does not update to the new version. Any help is appreciated.

When a Recipient needs to sign with two witnesses and one of those witnesses needs to be corrected, it does not allow you to just correct the one witness, unless 1 of the witnesses has already signed. It automatically changes the second witness to the same as the first witness. Is this a glitch?

I have a customer who is looking to validate payment information (credit cards mostly) during the Docusign process. They want to use a payment gateway, such as Stripe, to collect payment information. However, they want to verify that the payment information is valid. They often incur bounced payments from incorrect information when they collect this manually. Do we know if the payment gateways are validating the payment information when we collect it? The documentation doesn't explicitly say this, so they want to confirm if this is happening or not. Any help would be appreciated, thanks!

Hi ,How can i get a copy of the Certificate of completion

Hi TeamI updated the resource file to disable downloads during signing:<data name="DocuSign_SigningAllowDownload">false</data>This hides the Download option as expected during Review/Signing, but it also hides it for Completed Documents. I want the Download button hidden while signing and visible once the document is completed.I tried enabling it for completed documents with:<data name="DocuSignComplete_AllowDownload">true</data>However, the Download option is still not visible on completed documents.Could you please help on this.

My organization wants to lower the complexity of collecting signatures for a specific form. This form is challenging because we have 3 dynamic parties and initially only party B knows both A and C  A: My organizationB: 3rd party intermediary   C: Customer. The issue is that A currently has to send the template to B but initially only B knows the name and contact information for C. Currently what we’re doing is A initiates the form sending to B and having B use the “Correct Envelope” or “Bulk” process to fill in the information for C. This process happens several hundred times for each party B and is labor intensive for B.  Staff has requested that I setup a PowerForms and host a link on our site so C can initiate the process. However, this creates the same problem in reverse. B can provide contact information for B and A to C with the Form link to C. Though expecting C to acquire this information and input it correctly, is likely going to be an error prone process. If I create drop dow

I’m creating a DocuSign Template and in the custom email sent to the signer I want to include the senders job title. Ideally I could have a variable/command in the template that would pull the job title from their DocuSign account and place it in the message. My research into this seems to indicate this isn’t possible without either setting up a field where the staff member needs to type their title every time or setting up an API. This change would affect hundreds of our templates, so I just wanted to confirm this was the case before I select a path.  Could I please get a recommendation on the best path forward?

Is there a way to tell which administrative user created an agreement rule in our eSignature account? Also, if a user creates an agreement rule, but we close that user’s profile when they leave the organization, does this affect any existing, enabled agreement rules they may have created?

In a previous data ingestion effort by my former team, we integrated account data from another system into Salesforce. As part of this process, we established a mapping between Salesforce Accounts and DocuSign CLM Accounts using a naming convention that combines the account Name and ID. (not same as salesforce account Id but another field)However, we’ve encountered a problem: although the migrated account folders follow the correct naming convention, they are not being linked to the corresponding existing Salesforce Accounts. Instead, new Salesforce Accounts are being created, resulting in data inconsistency.Expected Behavior:Migrated DocuSign CLM account folders that match the existing naming convention should be mapped to the corresponding Salesforce Account.Actual Behavior:Despite matching names and IDs, new Salesforce Accounts are being created instead of linking to the existing ones.Potential Cause (Hypothesis):The mapping logic might be relying on more than just the folder name (

I have configured a brand for Signing. But unable to see it the header and footer in the signing document. I am able to see it in emails and forms however.

I need for my clients to be able to receive my contracts so they can sIGN them and return them through Docusign. I can’t get the scanned contracts to them without my initials and signature in the place they are supposed to sign? I need help setting it up please? I need to set up a new account strictly for my clients?

I am planning on taking the test for the Certified DocuSign eSignature Administrator in a month or so.Are there any other resources aside from the toolkit that have sample questions I can practice?

How do I add my middle name to signature?

Hello everyone,I’ve got some questions regarding the export of events, generated by employees to a company’s SIEM. As a security team’s representative, I’m interested in enhancing the monitoring and security of this system in my company, so I want to know if it’s possible to export this events to SIEM systemOur company has eSignature Business Pro Edition Plan and I have read the DocuSign has a Docusign Monitor, which can detect potential threats and it also has a pre-built alerts and SIEM integration capabilities, but unfortunately our plan doesn’t have this DocuSign Monitor. Are there any other ways to export the event logs to our SIEM system? Thanks everyone in advance.

In web forms I would like to inbed a URL in a description in a field. 

Dear DocuSign Support Team,I hope this message finds you well. I am writing to request assistance with converting my current customer account to a developer account. By mistake, I initially created a standard customer account and purchased a subscription. However, my intention was to create a developer account, as we need to integrate your APIs into our site.Could you please help me with converting my existing subscription to a developer account? This change is crucial for our project as we plan to extensively use DocuSign APIs for our integration.Thank you for your understanding and support. I look forward to your prompt response.

My coworker is on vacation and I have a customer in to sign their docusign document in person.  Do I need to correct the envelope in order to collect the signature for my co-worker.  We have shared access.

Hi - I’m looking for an efficient way to filter through Release Notes for changes that only pertain to the 21 CFR Part 11 product.  I searched through the chat function, and the instructions I’ve no doubt were AI driven weren’t helpful. Thanks in advance for your help!

I need to configure below:The download option is disabled while recipients are reviewing and signing the document, andThe download option is available once the document is completed (via the completion email or DocuSign portal).I used the following configuration as per the attached signing resource file guide<data name="DocuSign_SigningAllowDownload">false</data><data name="DocuSignComplete_AllowDownload">true</data>With this setup, the download option is correctly disabled during signing, but I still cannot see the download option after the envelope is completed.Could you please suggest the correct way to achieve this behavior?