Solved

I am trying to remove the envelope ID from my documents in the “Sending” Settings. However, my settings are structuring as the screenshot attached reflects. Given this is not checked, shouldn’t the envelope ID not appear? I am on a free trial at the moment - do I need to upgrade to a specific plan to unlock the following boxes and keep them unchecked? 

Does anyone know how to give other users in a workgroup access to check where the envelope is in the signing ceremony, to determine which approver/signer has yet to sign the document.  This is especially helpful for time-sensitive documents to allow someone other than the owner/sender to know which signer the document is waiting on.   There are times when signers may not receive emails or the email has been typed in incorrectly.It would be beneficial if a signing group could be given access to the signing progress of an in-process envelope as part of an ownership rule when the envelope is sent.  I envision something like an ownership rule like “when an envelope with custom field “x” is sent, the ownership/access to envelope is transferred to “Signing group” or the like?Does anyone have any ideas how this may done in the platform without creating a service account user, perhaps even with Power Automate, PowerBI?Thanks in advance for any ideas/suggestions - CW

Hello All,We have a requirement wherein email which is sent to the user for signing a document should be in Non-English language, possibly in a language preferred by the user. In addition to this, even the attached document should be in user preferred language. How can we achieve this in DocuSign?

There is currently a hacking scam going around. Crooks hack into someone’s legitimate business email account, then send messages to people (I fell for it) saying there is a document to be signed. The links lead “docusign” and everything looks legit except, of course, there is no document, and it keeps asking for passwords to access the non-existent document.Since this hit me, I’ve seen other similar “official” emails sending the recipient to docusign for documents that don’t exist.I am trying to change my DOCUSIGN password but that seems buried. 

Hello,Our users can’t login to Docusign for over two weeks because the SSO certificate from IdP Azure expired.To my knowledge we have ‘require all users to log in via SSO” policy in place, and bouncing of walls. We’ve already went thorough domain verification (DNS records & GUID) and there’s no further communication from Support.How can we resolve this problem? We need our service back.Thanks,HicITDS 

I have a use case below. What do you advise in regards to the best workflow. Im particularly interested in when to use Webform and Powerform in this case.Use Case:I want the below to be the beginning of a Maestro workflow, automating a full contract lifecycle:David completes a form via a shared link and uploads three attachments within the completion. The form data auto-populates a contract template. The contract is then routed to John (internal user), who completes the remaining fields not included in the original form. David’s is able to see all the entries inputted by David, and ideally can edit them, and receives the attachments. Once John finishes the form, the fully completed contract triggers the generation of: An Executive Summary (static template) A Business Terms Summary (static template) One of four Contract Agreements (all dynamic templates with conditional content). As to which one is populated, this depends on which entity is indicated in the form. All generated docume

I have a consent form that needs to be signed by teens (our participants) and parents prior to participating in a research study. I want to be able to email/text the form to the teens, they would then forward the link to their parents to sign, and the teen can also sign on a designated line. I do NOT have the parents’ names, I only have the teens’ names (that is our recruitment strategy). Is this possible? Ideally we would let the parent fill in their name and sign it. I can technically fill-in the teens’ names but that could be cumbersome at scale, so ideally they would also fill in their own name and sign. I am completely new to Docusign so would appreciate step-by-step instructions for this. thank you! 

We are designing a new template that includes a document that may require entry for up to 6 fields.  We would like to have the document not populate the red blank unfilled fields at signing if no data is entered. Is there a way to automatically eliminate the lines that appear in the red section below if the user does not add data? 

Hi.I’m working in a sandbox environment and surprised that I’m able to download and print a Certificate of Completion and documents even though the envelope is still in progress with some signers still to sign and complete required fields?I didn’t expect to be able to download a CoC until all required fields were actioned and the envelope was completed.  Is this available in the production/live version of the platform - it somehow doesn’t seem right?Many thanks. Kenneth

Due to a misunderstanding with the payment account, an amount of 585 USD was mistakenly withdrawn from the wrong account. We kindly ask for your understanding of our situation and request that you suspend the payment. If you suspend it, we will be able to retrieve the funds from the Mongolian bank.We will make the payment from a different account. Is it possible to get refund?

 I can receive the documents by email and sign them without any problems. However,  I just can’t see them on the dashboard (shows “0” in any catalog) and couldn’t find them in the inbox either, on Docusign.It seems the signature I put on the documents is different from what I see from my user profile, but I’m using the same email address to receive these documents signing requests and logging onto Docusign. Strange.Can anybody help? Thank you ~ 

We built an integration with DocuSign SOAP APIs in 2012 and a few of our clients are still using them. We are hitting the end points https://demo.docusign.net/api/3.0/dsapi.asmxhttps://na2.docusign.net/api/3.0/dsapi.asmxhttps://www.docusign.net/api/3.0/dsapi.asmxto create envelopes for our clients. Recently, we noticed that whenever we add the custom tags for the recipients, they are automatically are required, even if when have not specified the customtabrequired property to true. Whenever we require the custom tag, we specify the two properties to true.CustomTabRequired = trueCustomTabRequireSpecified = trueCan you please let us know what else we need to specify and why all of a sudden these custom tags are required?Thanks

I cancelled my monthly subscription plan 3 months ago, but today I saw my card statement and realised I am still charged every month. In the admin section, I could see this “Undo Cancellation” button, which means I did cancel it. Can somebody help how can I cancel it immediately? I tried “Contact Us”, but I can’t login there to send any message to Docusign team. TBH, I expected better from a bigger name like Docusign.Thanks

We are encountering the error "You must have Docusign administrator permissions to perform this operation" when attempting to open the Docusign Apps Launcher in our Salesforce sandbox environment.We have administrator access in our Docusign demo/sandbox account, but the error persists.Could you assist with this issue or direct us to the appropriate support contact? 

I tried logging into my Docusign account after a long time. I’m on a personal account.  When I tired logging in, it said to check my Authenticator app for a login code.  I did not have this setup.  I found instructions to set this up, however, it said to go to the Privacy & Security settings in my profile but the Privacy & Settings option does not show up in the Profle.  Are personal accounts able to setup Authenticator app logins?

Hello, Can you please guide on how to create this workflow templates, along with that how to use them.I know there is setup guidelines, but I am unable to understand them, on how to use them.Please guide on how to create them. Regards,Ipshita

Dear DocuSign Community,I would sincerely appreciate your guidance on who might be able to help me resolve the following situation:Recently, I received a PDF contract from a company, allegedly signed by me last year. The issue is that I had no knowledge of DocuSign at that time. It wasn’t until now that I realized the document was issued through DocuSign. Since I didn’t know about the platform last year, I could not have generated or authorized any signature back then.It was only recently, while trying to understand the document—where my signature appears to have been forged—that I started learning about DocuSign. I even created my own electronic signature through the platform, and it looks nothing like the one that appears on the contract supposedly signed last year.I want to clearly state that I did not sign that document, nor did I authorize anyone to sign on my behalf. However, I am now being asked to comply with the terms in that file, which is why I need to verify its authenticit

I received an e-signed (By Docusign) documents with 2 signer. However, the Serial number under the signatures of two signers are almost the same. Is it possible for two signers have the same serial number on the same documents?

Hi everyone,Since early 2025, I’ve been encountering a problem with the payload received via DocuSign Connect using API version 2.1 in JSON format.Until recently, I was deserializing the notification using a well-defined C# object like this: public class DocuSignEventNotificationResponse {     public string status { get; set; }     public string envelopeId { get; set; }     public string documentsUri { get; set; }     public string recipientsUri { get; set; }     public Sender sender { get; set; } }public class Sender {     public string userName { get; set; }     public string userId { get; set; }     public string accountId { get; set; }     public string email { get; set; } }However, recently the payload arriving in the DocuSign logs seems to have changed completely. For example, now I receive notifications in this format:{  "event": "envelope-completed",  "apiVersion": "v2.1",  "uri": "/restapi/v2.1/accounts/1e78c******8c2db/envelopes/18*******91dca",  "retryCount": 1,  "configurat

Is there any way for my customer to update the language in a DocuSign CLM default screen?  If you can see the attachment (inside the red box), they were looking to update ‘Choose a Template’ and some of the explanation text to be more specific to their teams and users but I cannot find anything that says we can or can’t update. 

I have had a 14-month dispute with one of the largest US banks over a beneficiary form signed by my late husband.  I have a copy of his e-signed form, a record of him uploading the site, a record of a call he made to the bank’s customer service to receive instructions on how to complete the form.  Still, the bank refuses to honor it as they, for some unknown reason, note the date of receipt of the form as being 11 days after his death.  As the court-appointed administrator (and one of the beneficiaries in any scenario regardless), how do I go about finding the audit trail for this signature so we can move on with life? 

Hi all, I want to buy the “eSignature Standard” plan for my user only, but every time the system says that 2 users is the minimum, but I only want the plan for my user.Can anyone tell me if and what I can do to solve this problem? Thanks!

I signed the contract three hours ago today after going through video identification process with a live agent. Everything was confirmed there, but I have been stuck in review for the past 3 hours. Is it normal to take that long?Any advice or help would be appreciated. Thanks!  

I have a template which I need to copy to another envelope and reuse . Is this possible please 

I have cancelled my account online and after I kept getting charged raised a case and cancelled it again (even though it was already been cancelled twice) and now I have been charged again.  This is the 4th time now you have stolen money from my credit card.How do I get a refund and also stop future charges