Solved

HiI would like ask 2 questions for fixing 2 issues: We woukd like add an automatic  retour in a text field. Actually, when the text length is longer we lost the last part iof  the text. Is a solution exist to avoid it? We would create a dynamic field in the welcome message mail (Ex; Hello <last name> ….) Regards

How do I change the sender name to my business name instead of my personal name? So when people get a doc to sign, it says “Business Name” has sent you a docusign vs “Personal Name” has sent you a docusign?

Hello!I work for a huge cooperation and for some reason no one seems to be able to tell me who owns the DocuSign account I am a part of. I do not have admin rights so i cannot to give access to Esignature to one of my colleagues.How do i go about finding out who owns the account so I can gain admin rights to give Esignature access to the one that needs to have it?  Also, one person who does have admin rights has an old email attached to the account and cannot recieve emails there anymore. So She cannot access her account which is another problem. Any help is greatly appreciated. 

I have two companies that perform similar but slightly different jobs.  We have two people who are sending out DocuSign forms-one person from each company.  I thought that I had designed it so that the new company using DocuSign would have its’ own individual branding (colors and logo) but it seems to have changed the docusign branding for the initial user and her DocuSign requests as well.  Is there a way to set up the branding within one account for two different companies? Any help you can provide would be welcomed...

Hello Community,I'm integrating DocuSign with Power Automate and have encountered an error during the step "Get Document Generation Form Fields from Envelope." The error message returned is as follows: { "statusCode": 400, "body": { "errorCode": "DOCGEN_DOCUMENT_NOT_ALLOWED", "message": "DocGen document not allowed. Account does not enable AllowDocGenDocuments setting." }}It appears that the DocGen document settings might not be enabled for my account. Has anyone else faced this issue? If so, could you advise how to resolve it? Specifically, I'm looking for guidance on enabling the AllowDocGenDocuments setting in the DocuSign account or any alternative solutions you might suggest. Below you can find the flow. What I want to achieve is filling the DocuSign template with Microsoft list item. Thank you for your assistance!

Hi,I sent a document with a text field instead of a date field as this is mandatory where a date field is not.My client couldn’t complete the document with a text field. It kept coming up red and would not finish the document.I resent the document without the text field and my client completed it successfully.Any ideas what is going on here?ThanksKaz

Can’t download my invoice, Error displayed when clicking download.

Hi Everyone,Am I wrong or before it was possible to buy some extra envelopes without adding a new user ? Like buying 10 extra and add it to your own account ?Thanks for your help !Laureline 

Is there a way to add a signing delegate permanety to my account? Thank you!

Hello DocuSign Community,I am currently utilizing Salesforce within my organization and I am interested in integrating DocuSign for the purpose of E-signatures. The standard approach appears to be utilizing the Salesforce-managed package, "DocuSign E-signature for Salesforce". However, I am exploring options beyond this package.Could anyone guide me on alternative methods to send documents for signature from Salesforce without necessarily using the "Docusign E-signature for Salesforce" managed package?Any suggestions or pointers would be immensely appreciated. Thank you in advance for your assistance!

Good evening,I tried to open a DocuSign document from sender but was unsuccessful, there was a code in the email for me to use to access document just in case linked did not work.Can someone tell me where I put the code to access the document that I need to sign, please?Thank you in advance for any help you can provide me.Best,Cookie 

I was wondering if it is possible to share the contact directory that admins have access to, to other non admin users? For reference I am using the Part 11 compliant version of DocuSign.

In my own template, I need to edit the current PDF form. I select Edit. In the Add Documents section, I select the Download Document for my form. Once I open the downloaded form and select Edit, I receive an error message stating "This document has been signed and can not be edited.” How can I download an unsigned form so that I can edit my form?  

Is there a way to edit/shorten the url for a powerform link? I’d like to list a url for one of our powerforms on a document but it’s extremely long.

How do I integrate my DocuSign with my Illinois forms 

We are needing to edit our Bank name in documents in our templates that we have uploaded.  Can someone direct me to where I can find how to do this?  I don’t want to have to redo all of my forms that have required fields it them.  I am new to this, so I am struggling.  Thanks!

Does anyone know how to add a wildcard at the end of the folder path so that it also looks for subfolders? I am using "Find Documents by Metadata" but the include subfolders option is not available and I want the system to review all folders within.

I am wondering if I can use the “apply template” option on a document that is already partially filled out? I currently have a template for a form that has several fields tagged for the “client” to fill out. We often know a lot of the client info up front though, and would like to be able to fill out what we do know and then let the template apply to everything that is left to fill in. Is this possible?

I’ve been struggling with the best way to automate one of our form workflows with Docusign and the only way I’ve found to do it is with two separate templates. I’m hoping to get some tips on using conditional routing to simplify my solution.Here is a summary.I have a purchase request form with a possibility of 3 recipients.Requester Approver PurchaserIf the form is filled out by a VP, SVP, CEO, etc. the requester completes and signs the form (In this case, the requester is also the approver). Next, the purchaser places the order, adds notes to the form, and marks it completed.If the form is filled out by an employee who is not a VP, the requester completes the form. The form is then sent to a VP for approval and then the purchaser who places the order adds notes and marks the form complete.My current solution using the DocuSign API is.The requester clicks on a link from a page on our Intranet.If the requester is determined to be a VP or above,generate an envelope from the “VP Purchase

I got an email from someone to sign a document. The email also says :Alternate Signing MethodVisit DocuSign.com, click 'Access Documents', and enter the security code: ...  However, I cannot find that link or button. No choice for "security code" when choosing to sign a document.

During the development process, the envelope is created and sent to the recipient. How can the recipient drag the signature instead of defining the xy axis during development? I hope the position is flexible.

Hello, I am trying to build regex to allow only the following type of string: 9 digits followed by 2 letters followed by 4digits.I came up with ^([0-9]{9})([A-Z]{2})([0-9]{4})$but DocuSign doesn’t like it and an error message pops up: Save Error Some fields might be out of sync. The regular expression provided is not valid.  other types I have tried and failed:  ^(\d{9}\d([A-Z]{2})\d{4})$  - also failed  ^([0-9]{9})((\s)([a-zA-Z]{2})((\s)([0-9]{4})?$ (so this would mean there would be spaces in between numbers and letters I think maybe something is not correct around letter validation? 

Prezados, Estamos utilizando a API, ainda no ambiente DEV, para download de envelopes. Vamos solicitar A implantação o ambiente de produção, mas estamos com uma dúvida. Na URL para requisição é informado o ID da conta do usuário e com isso eu consigo consultar os envelopes daquela conta, a dúvida é quando essa chave de API estiver no ambiente de produção eu poderei consultar o envelope de qualquer usuário da minha instituição ou apenas os envelopes vinculados ao meu usuário? Ressalto que tenho acesso de Admin. A URL que mencionei é:requests.get('https://demo.docusign.net/restapi/v2.1/accounts/account_id/envelopes

Hi, We are working on setting up DocuSign Apps Launcher - right now we are still in the planning phase and I want to know if I am able to move DocuSign Envelope Templates from Salesforce Sandbox to Production through a change set? I could not find the answer in help docs. Thanks! 

Hi There,We have a document out for signing that has 16/17 recipients completed. I'm wondering what happens if I remove the non-signer from the Document?I'd like to remove the non-signer from the envelope and complete the signing.If I do this, will the document need to be re-completed by all other recipients or will the envelope then automatically move to completed status?It's vital that removing the non-signer doesn't cause all signatures to be reset and require signing again.