Solved

How do I change the default email text and subject? Can it be tied to a template so that each form template has a different default subject/text that is customized?

My envelopes stay in the action required section after they have been signed and even declined. I have made several attempt to submit tickets for assistance and reach out to anyone and have gotten no response. Can anyone help me with this issue? 

Hi, I have the following requirement from salesforce, lets say from case record i need to generate document and attach additional file and email the document. Is there any option in docusign? I am able to generate document using document generator, but wondering is there any option to email generated document along with some other files

I am sending a large number of contracts using bulk send. Some recipients don’t receive a document with the merged information while others in the same bulk send do. The template is the same for all recipients. Is there something that can be done to ensure that the information merges for every recipient?

I create the user within DocuSign and send the invite to the employee.  The employee never receives the invite with Microsoft Outlook.  Her email address is correct within DocuSign.  She has even tried to login with her email and says forgot password and that still doesn’t work.  I have created users and we have never had this problem before.  Any suggestions and I have also reached out to support.  They say they will have to look into this and get back with me.  Thank you for any suggestions.  

We got notice regarding Transaction moving to Microsoft Azure but if production is hosted on AU, CA, and JP1 servers, then there is no impact. How can we know if we are impacted or not as we are located in CA and using https://www.docusign.net/restapi and https://demo.docusign.net/restapi

For various reasons we have to void envelopes and for various reasons we do not want the recipient to receive notification of the envelope being voided. The documentation says that a recipient who has not signed the document will not receive notification of the envelope being voided, however we have multiple customers who have not signed yet are getting notification of the voidingIs it possible to turn off these notifications

I cannot figure this one out!  One of our administrators is missing her waffle menu in the left top corner.  I’ve checked her account and as far as I can tell it is active, etc… She is both an organization admin and an admin of one of the accounts within the organization. Anyone else encounter this before? Thanks.

I have a stable integration with SAP Ariba and our DocuSign implementation (OAuth 2.0). Now, the user account involved when setting up the integration having DocuSign DSAdmin permission has left the organization. I am being asked to close their account. Can I close this account without impacting the consent granted back when we did the initial implementation? Unfortunately, the SAP implementor that guided us through these steps originally is no longer available to our admin team.

I sent a document to be signed by myself and 2 others.  Everyone has signed but when the document was returned to my box there are now red sign here boxes over the signatures of the other 2 signers.  My signature is clear.    I can see their names under the red box but I can’t use it as it is.I would like to talk to someone form Docu Sign before I cancel my subscription but that seems to be an impossibility. Thanks

Hello Community. I have a free DocuSign account set up and I was just about to send a contract to be signed by the recipient, however, a noticed popped up that said I’ve reached my envelope limit. I don’t understand this, since I’m supposed to be allowed 10 envelopes per month and this would be my first one. Any help would be appreciated. Thank you.

Whenever I try and go to Plans & Billing in the Admin page, the page loads up for a second and then immediately starts continuously reloading.I have tried Anonymous sessions and other browsers all unfortunately behave the same, meaning the reloading happens on them as well.Please help

I am currently integrating DocuSign with Oracle Integration (OIC). At present, I am using the following REST API to generate a bearer token:<BASE_URL>/oauth/token?grant_type=refresh_token&client_id=[client_id]&client_secret=[client_secret]&refresh_token=[refresh_token] This works fine as long as my refresh token is valid. However, when the refresh token itself expires, I currently use Postman to manually log in to my DocuSign account, provide consent, and generate a new refresh token.This approach is not ideal since it introduces manual intervention and breaks the automation.My Questions: What is the best way to avoid this manual Postman step? Is there a way to fully automate the token generation process in Oracle Integration so that I don’t have to worry about refresh token expiry? Should I switch to the JWT Grant flow for this type of server-to-server integration? Any guidance on the recommended approach would be greatly appreciated.Thanks in advance! 

Noticed a glitch that allows us to correct an existing envelope by adding templates that were mistakenly left out. When doing so, it only adds the template documents and does not include any of the pre-set fields from the template. We’ve been having to start a new envelope when this occurs so that the fields will populate as they should. Is there a way around this or is it a bug that can be fixed?

Hi there, I’m a single user and I’m not sure if I use IP or domain allow-listing? Is this something I only need to worry about if I’m part of a large company with a tech department and security team? I work form home from my laptop. I assume no action is required on my part but wanted to confirm. 

The envelope ID is currently only accessible by going into the envelope itself - could this possibly be displayed on the “sent” page after the envelope is sent, in a copy/paste format? It would be helpful for tracking, reporting, and searching what we’re sending as a company.  

We are currently using DocuSign with our Trimble Unity Construct software in construction department.  We are getting a error that says : Freeform  signing is not allowed for your account because it conflicts with other settings, please place signing tabs for each signer.  We have to have signatures on multiple pages of documents from the same person.  Both locations we have added a signing tab for each place so the person signing  is not just signing wherever on the document.  Contacted Trimble support and they said it is a DocuSign issue.  Any help is appreciated. 

I have completed the e-signing of my offer letter. However, in Workday I am not getting the “Submit” option — it still only shows Cancel and Don’t Accept.I cleared my browser history and cache and also tried accessing Workday in a different browser and in incognito mode. It has been more than 10 hours, but the “Submit” option is still not appearing, even though the offer letter is already signed on DocuSign.In the history it is showing Signed. Can anyone help 

Hello, question about pricing / costs.It’s my intention to create an integration so my customers can use their own Docusign accounts.  I noticed there was a pricing page, which included a limited number of envelopes per month for $50 on a per user basis.There’s no planet where me paying $50 per user, in addition to the customer using their own account, makes business sense.  So I’m just hoping I can get some clarification on how this works. 

Hi As of July 1, 2024 Microsoft is no longer allowing Add-In for new tenant.We want to be able to send a document for Esign with our Docusign account will inside the document library. I follow all the steps provided by Docusign and do not see Docusign option anywhere on in Sharepoint.  Does anyone know how we can set this up? Thanks in advance.

Hi everyone,I'm using a DocuSign Developer (demo/sandbox) account for API testing and have reached the envelope limit. I understand this is a common limit in sandbox environments, but I need to continue testing.I also have a regular DocuSign account, but I'm not on any paid plan currently.When I try to access DocuSign Support to request a reset, I'm unable to log in. It says "Unable to log in" — I believe this is because free developer accounts don’t have full support access.I came across the DocuSign support form (https://support.docusign.com), but I’d like to confirm:- Is this the correct way to request a reset?- Is there a faster way to get envelopes reset for sandbox accounts?- Do I need to be on a paid plan to request a reset, or is this still available for free developer accounts?- I stumble upon on Docusign Support Plans, will this help on my reset envelope request, and if so how much will this cost?- Or the reset request will be available if i purchase the API plans on Develope

A member of our C-level team would like to send a group of people an email from within our business email account with a link to a docusign document and also an attachment that is for information only. Is there a way to do that? The document we’re sending for signature requires some explanation, and the sender prefers that the document come from his email address. Thanks for your help. I’ve been searching the community postings but haven’t seen anything particular on this topic. 

I wanted to check DocuSign Notary in my developer (demo) account there I can see the Notary option,but while testing found that the live video recording and screen sharing features are not available.but I need to test and demonstare the full RON workflow before going to production. How can i enable video session and recording feature in my demo account.or any other alternative to do the same?

I am getting friends asking if I sent them docusigns.  I have not.  So either my email got hacked, which I don’t show any emails going out or its coming from docusign directly using a false account under my email.  Is there a way to prevent any more of these emails from going out?  Because I never sent a docusign out before?

Hello,  I have created a Envelope Custom Field on docusign template and wanted to map that field with salesforce record field. When I try to send a Envelope by using that template on salesforce, I want to use that custom field on subject for customising each recipient.  Thanks,Sharath Reddy