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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

28 days ago

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Nicholas H.New Voice

asked in eSignature API

User Management API - User List Failed Call

Hello, We were getting ready to “Go-Live” with our first DocuSign integration but when we went to start the process, it is showing that we don’t have 20 consecutive Api calls. Upon closer review, it looks like the “GetUsers” endpoint (list | REST API | Docusign) is registering as Failed when it cannot find a user. This doesn’t make sense because it is still a successful call is it not? We are using this to check and see if the user exists before creating the signature request. If they do not exist then we call the user Add API. Any insights into this? Is there a better approach that I am missing? Or do we just need to get past this initial fail and run multiple more tests to get to 20 consecutive successful calls?

213

14 days ago

dhiggins13Newcomer

asked in Payments

Remove double billed subscription

I signed up for DocuSign and after a day of using, received an email from DocuSign stating that I had violated their Terms and Conditions. I had merely sent a file for signature. 4 days later I was not able to use DocuSign and called Sales. The sales rep told me my account had been closed, and my credit card would be refunded. He said I had to sign up again and provided a promo code, which was a nice gesture. Well, my credit card statement came in and there are 2 charges, 6 days apart. How do I speak to someone or email a live person for response? So far, this has not been a great intro to DocuSign :(

373

15 days ago

aportoNewcomer

asked in eSignature

Template with variable number of signers

Hello all, I have a template where I have defined four signers, in the following way: I want to create envelopes out of this template using the Python SDK. Sometimes, I wanna add all four signers to an envelope, but sometimes I need to only add a subset of the signers (only signer1, signer1 and signer2, and so on). I have accomplished that in the following way: signer1 = TemplateRole( # The signer email="<email>", name="Signer 1", role_name="signer_1_primary", tabs=tabs ) signer2 = TemplateRole( # The signer email="<email>", name="Signer 2", role_name="signer_2", tabs=tabs ) signer3 = TemplateRole( # The signer email="<email>", name="Signer 3", role_name="signer_3", tabs=tabs ) signer4 = TemplateRole( # The signer email="<email>", name="Signer 4", role_name="signer_4

263

15 days ago

aportoNewcomer

asked in eSignature

Prefill tabs through Python SDK

Hello Docusign team, I am using Docusign eSignature and I have created a template using the Docusign UI. I want to create envelopes from this template using the Python SDK. I have a couple of tabs that I want to pre-fill before sending to signers, so I used pre-fill tabs when creating the template. The problem is, I cannot find a way of prefilling these tabs using the Python SDK. I have seen an answer suggesting that pre-fill tabs should be used only on the UI and not on the API or SDKs. Is that true? I have chosen prefill tabs because, as I see, regular tabs are associated with a specific signer, and I want all the signers to see the values that I prefill. Which option is best for my case: regular tabs or prefill tabs? If I choose regular tabs, will all the users be able to see the values I prefill or only the user associated with the tab?Thanks in advance, Alisson Porto

334

15 days ago

michmiNew Voice

asked in eSignature

Creating a Wallet after signing using QES

May I ask if there is a report which confirms that when a Recipient is signing using QES he actually created a Wallet? This when the envelope is not yet Completed. We have a case where in History it mentions creating a Wallet but need to be sure via a report.

165

15 days ago

Community UserLegacy User

asked in Microsoft

When looking to add a recipient I would like to select from Outlook where all my contacts are ? How can I make this happen?

372

15 days ago

alexisdgNew Voice

asked in CLM

External Review Comment Character Limit

Hello Everyone,Does anyone know if it's possible to remove the character limit on external review comments?Any insights would be a big help. Thank you!

161

18 days ago

Teri.MaierNew Voice

asked in eSignature

Combining a personal and work user account

One of our secretaries created a free, temporary DocuSign account. We want to get her set up as a user on our company account, so we created a user account for her. However, she used her work email address for the temporary account, so when she tries to log in, she is directed to her temporary account. Is it possible to merge them? She has one envelope in the temporary account. Ideally, we would like to move that to the company account. Thanks,Teri

384

18 days ago

UeirinNewcomer

asked in eSignature

Can DS Admin view and download all envelopes?

Hi, we are trying to assign Admin roles and need to know if DS Admin can view and download all envelopes? When we test the DS Admin role, it seems like the access does not allow us to view and download any documents / envelopes sent out and signed by our company users unless shared access is granted. If User resigns and we don’t have access to their envelopes, then the documents will be lost forever?PS: We are not using CLM.

27807

18 days ago

MdawgNewcomer

asked in Microsoft

Add-ins for Outlook and PDF readers

Hi there,Newby question - Are there any Docusign add-ins available for MS Outlook or common PDF readers such as Adobe Acrobat or MS Edge? I’m basically wanting to create an envelope directly from these apps rather than having to import a file into Docusign itself.Thanks in advance for any suggestions.

elvaNewcomer

I would like for someone to reach out to me. I have an issue that has been unresolved. Please reach out to me to via email or phone

9410

19 days ago

KatrinNewcomer

asked in eSignature

Descriptive text for custom document fields

Hello,I have created some custom document fields. These contain descriptive words in the signing view, such as the location or a special number to be entered. If the signer then wants to fill in this field, he still has to remove the words “location” or “special number” before he can enter his own text.What setting can I use to display a descriptive alt text for the document fields, which does not have to be deleted when the signer clicks on the field, but simply disappears?Many thanks in advance!

293

19 days ago

LreddingtonNewcomer

asked in eSignature

How to share drafts/unsent docs with other users?

Hello, Our paralegals would like to be able to see each others drafts/prepped but unsent documents.Beside sharing login info, is there a setting that would allow that?

634

20 days ago

nfloresNewcomer

asked in eSignature

File appears broken after uploading

Upon uploading the file I would like to have signed, it appears to be broken and Docusign cannot show a preview or allow me to place any of the necessary fields onto the document. Has anyone had this issue before?

262

20 days ago

eduardosfernandezNewcomer

asked in Microsoft

HOW TO SEND AN ENVELOPE WITH SEVERAL DOCUMENTS - MICROSOFT POWER AUTOMATE

Good morning,I am creating a flow in Power Automate, in which signatures several documents in a single envelope, I have not been able to find a way to attach them all in a single envelope.-Usually they are envelopes of 10 to 15 documents.-The names of the documents always change.Initially I tried to use OneDrive, then SharePoint, but I can't get it to take all the documents in the same envelope.I really appreciate your support, thank you

996

20 days ago

Christopher.parrishNewcomer

asked in Docusign Admin

How to make Docusign Emails to internal users not appear as an external Email

Due to our Email security all external Emails are tagged letting the user know it’s an external Email. I would like to know if anyone has had success in somehow identifying Docusign Emails destined to internal users as an “internal” Email. I’m trying to remove the security banner so my internal users don’t think Emails from Docusign are spam/phishing Emails, as seen in the red box in this screenshot.Docusign support has been less than helpful.

371

20 days ago

RikkeHeesgaardNewcomer

asked in eSignature

Change of date formate does not change in signature date

I have followed the guide to change the date format to YYYY.MM.DD - but it does not change on the stamp “signed date” field as allocated in the template. Why is that?

86411

21 days ago

ryanmioNewcomer

asked in Extension Apps

Possible to build a chat app extension?

I can’t tell from the documentation whether extension apps have an sort of UI component in the platform or if it is purely a step in workflows

675

21 days ago

Nicholas H.New Voice

asked in eSignature API

Using API Embeded Signing with User Auto-Provisioning

We are using the embedded signing, so the users do not have to leave our app which means we are using the APIs to facilitate this. We are trying to automate the process of onboarding/auto-provisioning users into DocuSign so they don’t have to go to the DocuSign site first. We have Auto-Provisioning turned on and it works when a user logs into the portal. My question is, should the auto-provisioning work through the API’s where if we search for a user's email, it will automatically add them if they exist within our domain. Or do we need to have a process that checks if a user exists in DocuSign and add the user if they do not.

6810

21 days ago

Vandit VINewcomer

asked in Docusign Admin

I want to redirect the email notification that account holder receives , (the person's email whose account it is) on completion of envelop signing

I am using e-signature api for allowing signing the document for different users, now if the users signs the document , all the mails of completion of signature , is coming to the email of account holder’s email.For example i have developer account with email xyz@gmail.com, now I use its api key and other things in my app to accelerate the document signature process,on completion of envelope signature, i receive mail on xyz@gmail.com , I want to redirect that mail.Is any solution available to achieve that?

421

22 days ago

evanLiNewcomer

asked in Embedded Signing

How can I modify email-title in embedded signing?

Hi, I’m wondering that can I modify the “Message from {xxx}” using API or website?I knew that there is email-subject and email-content can be modified in template setting, but I want to show business partners’ name on the “agree-to-use-eSignature” page

131

23 days ago

JohnSantosValued Contributor

asked in eSignature API

Purging documents

I’m testing the API call to add an envelope to be purged. I have a completed envelope ID from one of our Dev environment. I’ve been able to successfully change the purgeState from “documents_and_metadata_and_redact_queued” to “documents_dequeued” using the API Explorer from developers.docusign.com When I try the same API call from Postman, I’m getting the following error: "errorCode": "DOCUMENT_PURGE_FAILED", "message": "Error adding documents to the purge queue. Only the sender may remove the envelope documents"I can make other successful calls using Postman. I’m the same user; that sent the envelope.Any idea what the issue is in Postman?

564

23 days ago

Wendi BarkerNew Voice

asked in eSignature

Require recipients to agree to electronic signature each time

Hello everyone! Is there a way that we can force recipients to have to check the box agreeing to the electronic disclosure every time they receive an envelope. I am thinking it is the 3rd option below (first time viewing each time the recipient appears in the signing order) but when I read the description in the documentation the wording to me wasn’t clear if this will accomplish what we are wanting.

315

25 days ago

knowrahuljNewcomer

asked in eSignature API

Purging documents via API

Hi,I have a usecase where contracts are created using a salesforce workflow through a user and I am trying to purge those contracts via APIs. While purging documents I am getting an error that only the sender can add documents to purge queue.I am purging documents via APIs and docusign does not allow to add API user to act on behalf to docusign Users. Is there a workaround for this which would enable be to purge documents created by other users?

173

25 days ago

oliviamallyaNewcomer

asked in eSignature

Changing date format of signed document

Is there any way to change the date format of a signed document? I have changed it on the backend after sending but the signature still has the old format on the document.

1224

25 days ago

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