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The invoices that I receive for the Town are emailed to me.  I save them and then send them to the department heads for signature and coding.  The person that helped me with onboarding created a special field for me to drag on the invoices so they can enter the coding number in it. If I send just one invoice it all works out.  If I send a group in one envelope, it lets me drag the signature, date and special field to each invoice, which can be signed and auto dated, but duplicates the coding in my custom field for all the invoices. Anyone know how to isolate each code per invoice in the envelope group

We are trying to setup SCIM connector for DocuSign in Entra for user provisioning and de-provisioning however when while testing the ‘connection after copying the relevant into (Base/tenant URL and token) to Entra, the test connection is failed with error “Your application is not reachable” (reference snip attached).Any support or guidance would be appreciated.

Hi all,I have Docusign integrated with my salesforce org and it works great, except that sometimes I get the following error when an opportunity opens.Uncaught Error in $A.getCallback() [stringUtils is not defined] Callback failed: apex://dfsle.StatusController/ACTION$getStatusI have already updated Docusign, but I still see this error from time to time.Please, could someone give me a hint? what could be happening?Thanks for your help.

I urgently need help. I have 2 signers who have not received their Docusign envelope. I have triple checked emails, changed email addresses, re-ordered the signing order, resent the envelope. They have checked their spam. The envelope is not going through. How can I resolve this issue asap?

My IT department is concerned about our firewalls blocking in the event any of the servers will be located outside of the US. Any input is appreciated! 

We received the notification stating “Important Update - Docusign Transactions Moving to Microsoft Azure, Action May be Required” Will the Retrieve download tool be anyway affected by the move to MS Azure?Is there anything that the customer should be aware of with Retrieve downloads in the Azure environment or will the move to Azure be seamless in respect to “Retrieve” downloads?

I just want to send one document to several recipients for them to sign.  Why do I have to put a sign field for each recipient and not just send the one document to several recipients? 

Hi, I have created a Docusign Envelope Template (dfsle__EnvelopeConfiguration__c) with name “Opportunity Document”. I also used Docusign Salesforce Apex Toolkit to send the Email and adjust the email subject and email message dynamically. However, the email subject is not being overwritten by the code.Relevant Apex Code:Id mySourceId = opportunityId_i; // Opportunity ID// Create an empty envelope.dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(mySourceId)); // Use a Salesforce Contact ID as a RecipientContact myContact = opportunityIdToContactIdMap.get(opportunityId_i);// Use the Recipient.fromSource method to create the Recipientdfsle.Recipient myRecipient = dfsle.Recipient.fromSource( myContact.Name, // Recipient name myContact.Email, // Recipient email null, //Optional phone number 'Signer', //Role Name. Specify the exact role name from template new dfsle.Entity(myContact.Id)); // Add Recipient to the EnvelopemyEnvelope = myEnvelope.withRecipients

After working for some time with Docusign's API I thought it would be a good idea to look into the API's 'Connect' feature (https://developers.docusign.com/docs/esign-rest-api/reference/connect/).This allows the sending of information to an application via webhooks when an event occurs for the envelope in question.Currently the only webhook listeners I have available are with Microsoft Teams and Mattermost. I have created the webhook listener in both and can send information to them using the following command: curl -H 'Content-Type:application/json' -d '{"text":"Test text 1"}' <endpoint>where `<endpoint>` is the URL of the webhook listener in either Teams or Mattermost.Next I have tried to send information from an existing Docusign envelope to Teams/Mattermost using the following perl code: use strict;use warnings;use LWP::UserAgentuse HTTP::Request::Common;use JSON;my $EnvelopeID='"92f294ba-a5a0-4a4d-ac85-f08ad5b6a09a"';my $webhookURL=q{https://site.webhook.office.com/web

I have seen lot of questions around this like 1 year ago (some 6 months ago), but just want to check if that’s still not possible.I have requirement to send envelope as(Sender/From) different users/email addresses (changes dynamically based on certain conditions) and do not want sender to appear as user who makes the power automate connection.Is this possible? or still limitation?

I want to create a PKS/P12 certificate file from the RSA key pair for JWT.  Have tried open SSL command openssl.exe pkcs12 -export -out docusign.pfx -inkey docusign.key -in docusign.crtWith the inputs as the Private and Public key contents, but getting ‘unable to load certificates’  

Docusign should be able to trigger a date for last signature without setting a signing order. It’s frequently a headache in my law practice to set a signing order, especially when I have multiple parties and am trying to gather signatures as quickly as possible.

We have a requirement to send a document using the "Email Document" step to the same recipient used in the "Review and Send for Signature" step. However, we’re unable to retrieve the recipient details during runtime, as the step doesn’t provide any useful output. Additionally, we can't predefine the recipient to use a common variable across both steps.Is there a way to dynamically access the recipient information—perhaps using XPath or a system variable—so it can be reused in the "Email Document" step?

The envelope was to be signed by two clients and an adviser from our company. The clients have signed but the adviser is now on holiday for two weeks. I want to change the third signatory to an adviser that is in the office and can DocuSign. Will making this correction resend the envelope to the clients to re-sign?

Good morning,I noticed that the shared envelopes module are being updated.I’m unable to remove a user from a shared envelope that was configured before DocuSign team updated this module.I followed the new instructions (please see below), but the use does not display in this list and still displaying in the previous list (where the users who belongs to my shared folder displays)I also want to keep the user in the same organization as he has other envelopes that he is responsible for.Any ideas on how to resolve this issue? View or Remove Shared Access with a UserLast updated: Jul 26, 20251 min readTagsDocusign eSignatureAs an administrator, you can view and manage the shared access with a specific user. The Shared with [User Name] page shows the list of users that the current user shares access to their envelopes.From the Accounts view, select Users. Locate the user that you want to manage sharing settings for, and select Actions > Manage Shared Access. Select Shared with [User Name].

Hello, Can you please help me? I am unable to access docusign documents sent to me. When I click the button in the email I receive I get an error message. I pasted it below. This happens both when using a VPN and not. 

Currently, text fields feel extremely limited. If I need to type more than ‘x’ characters, the text does not wrap to the next line but instead runs off the page. This forces me to create multiple separate text boxes just to capture a single message. In some cases, I’ve had to make 10+ text boxes for what should be one continuous entry.It would be much more user-friendly if text fields automatically wrapped text and allowed line breaks (e.g., pressing “Enter” to move to the next line). This seems like a straightforward improvement, and I believe many users run into the same issue. Adding this functionality would save significant time, improve readability, and make DocuSign far easier to use for longer entries

hello!I am using Docusign Gen + ESignature to deliver documents via Salesforce. I am using anchor tags in my docusign gen document. i AM asking for advice on how to send to the document to multiple contacts at once where they can all fill out the fields on the document.  for example: i have 3 client contacts to send the document to who could fill out document, however only need one signature.my fields in my document are not specific to any signers - i want anyone to be able to complete the information in the document.  how do i build that signer order to accommodate this request?  

In Docusign email notifications, the sender currently appears as the account's email address. Is it possible to add another email address so that the messages show more than one sender?If yes, how can this be configured?

How do I configure a document that requires one signature out of 3 people from same company ie one line in the doc for a signature so that the first approver moves the document and the others that didn't sign do not stop the workflow for the next company to sign.  Currently when I set-up multiple approvers when the first one approves it will not move onto the next company to approve.

We have some users of Docusign (not Signers) that get prompted to re-login if the system times out and then they get sent a verification code while others just get prompted for the password & get right back in.  What is different in their settings that we need to fix to avoid the verification code action?  Just to add, the users getting the verification code are NOT using a new browser or system.

We are using a webform to collect data that is then being transferred to another system.  The key is getting the CSV download so that we are not retyping the data. The volume of transactions requires that we look at transactions daily.  When we ‘download’ at the template level, we get everything, and then have to filter down to the ‘new transactions’.  The most efficient would be to schedule a report, but when I look at the webform data report, it does not allow scheduling, and it doesn’t give the date granularity I need- preferable I would want a daily report that says show me yesterday.  Any thoughts on how to make this a usable, efficient process? 

Hi, I have several envelopes that were sent, and I can see in the status that they are about to expire in 3 days. What can I do to extend the expiration date? I don’t see an option to correct them.Thanks!

I want to create an alert to admin when a closed account tries to login to account, it should create an alert notification to admin with that account information

Can someone show me a screen shot of anchor text for a document for Workday Intergration Please?