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Hi,I am posting for a new agent who is having issues with DocuSign.  He is able to create a room, load and edit documents within the room, and then when he clicks the check box on documents he needs to send for signature and then clicks “create envelope” he gets an error message of “Unable to Access Envelope”.  Tried researching and did see that it’s often related to an envelope being corrected.  That being said, the error is showing when a brand new envelope is being created. **We access DocuSign through the Command Database (Keller Williams).  Any help or insight appreciated.Thank you!April

I signed a contract a few year ago and I can’t seem to find the contract.  It was initiated by another company and I didn’t have a docusign login at the time.  The emailed copy of the contract I believe has been deleted.  Is there a way to pull it out of the archives?

When editing permission profiles based on DS Sender, I see Allow Transactions and the sub options for Create, Delete Documents & Delete Transactions.  What are these for? Is it for Rooms? I am not familiar with Transactions in eSignature. And searching for these terms seems to pull up Rooms and Mortgages. 

Hi,I’m working with a sandbox to integrate docusign in my web app. My service is able to create the envelopes and, checking on the docusign developer page all appear to work properly. The problem is that the mail never get to the recipients.This is my second integration with docusign and I’ve never experienced truble like this, I’ve tried to resend from my docusign developer page, change the addresses and check the spam of all the mail that I’ve sent the envelopes.For my developer account I’ve created 2 accounts one for each integration that I’m working on.I’m fresh out of ideas and I don’t understand if there is some mistake on my part that I should fix or if it’s something platform related.Thanks,Best RegardsPietro

For a month now, DocuSign support has been taking me around in circles. There is a major defect in the checkbox group validation, By selecting the “Exactly 1”, or “No more than 1” validation option, the end-user should be able to check only one box out of the selected Checkbox Group (and not be able to select multiple check boxes), however this is not working as designed. The end result is the user can select (and check) all the checkboxes in the group. To make it worse, the Start/Next button function individually highlights each and every checkboxes in the group during the signing process.I have shown this issue via screen sharing three times now, and thereafter the support team fails to send the issue to development, fails to update the ticket, and then sends me an email days later asking if I am still having an issue.This has been an endless cycle of the following:The issue is shown to support via a screen sharing session. Support completely agrees the function is not working and st

I want to use DocuSign for digital signatures of my Excel based purchased orders. signatures are required from my suppliers and i will send emails to them the excel file.is there a way that using DocuSign service, i can directly send the files to my clients through email?

Hi!I’ve been trying to use the Bulk Send feature in DocuSign, but I’m running into issues.What I’ve done so far: Created a template and ensured my Data Labels match the field names exactly. Prepared a CSV file trying to follow DocuSign’s formatting guidelines. Tried uploading the CSV for Bulk Send. The problems I’m seeing: Sometimes I get an error message telling me to “use Bulk Send Version 2.” Other times I just get a generic error. What I need help with: Confirming that Bulk Send is fully enabled on my account. Understanding the exact way to format the CSV for custom field mapping. Clarifying any required settings for role names, Data Labels, and case sensitivity to ensure correct mapping. If anyone has an example CSV that works or knows the specific formatting rules, that would be extremely helpful!Thanks in advance,Sydney

I created various Docusign Envelope Templates with merge fields, custom email messages, etc. Initially I was using the custom buttons that were created when I created the envelopes to send the documents, but the requirements have changed, and we want to use the single Send with Docusign button. The Send with Docusign button allows me to choose the template, but it isn’t using the correct email subject and message and it doesn’t include all of the merge fields I have added. When I select the template, it shows that i am selecting that one that I just modified, but it is not correct. What am I missing?

I am trying to activate my newly created Business Pro account  … but I am stuck at verify my phone number:  I have tried all the possible formats of a Swedish cell phone number, but none works. Help?

I got an email stating DocuSign will be moving transactions to Microsoft Azure. As part of the change, it asked us to add several domains in the allow-list. Wanted to make sure if it’s legit before contacting the IT support.  

Hi,In Salesforce, I have built a Flow which has an invocable action that creates a document via a visualforce page. Once the pdf has been created an attached to my record, the flow uses the DocuSign Send Envelope flow action, which references an Envelope Template, which is configured to pull the most recent document for the record in question (which is going to be our newly created pdf file).The issue we are having is that the signature anchor tags are not rendering when we go to sign the docusign envelope.Does anyone have any practical experience or knowledge for best practice in relation to getting anchor tags to work for a pdf generated via a Visualforce page?

I have created a Template “Customer Credit Application Form” that requires filling in and signing, I also want attach a “read only” quoteSo with every envelope i want to send:-Quote  Credit Application FormCan you please advise best way to do this?Thanks   

I received an email claiming I completed a Docusign document with an invoice for $399.69, AND the “completed” document is IN MY ACCOUNT, marked as “completed” even though I never signed it!!   I reported the email as spam and flushed it from my system. I want to report the fraudulent document, but in following the instructions on the “how to report fraud” page, I am unable to get to a place that offers “Report Abuse” via any link available in connection to that FRAUDULENT completed document.  I have sent 2 separate complaints to the security@docusign.com reporting address, and 1 separate complaint to the spam@docusign address, as directed on your website.  I have heard NOTHING and this FRAUDULENT “completed” document remains in my account register. It is EXTREMELY alarming that a fraudulent document was processed by Docusign and is sitting in my account and nothing is being done about it.  I need to know if my account is compromised.  I need to know what is being done about this actual

I am having an issue with retrieve pulling in duplicates of what was already pulled in.  Not sure what setting I am missing to stop this from happening.  I have retrieve set to run every 60 minutes.  When I ran a test the document I signed pulled in.  When the process fired 60 minutes later it pulled it back in again causing a duplicate to be in our CRM system.In settings under the Select tab I have Type = PowerFroms Only, Filter = PowerForm and Equals the name of my form.  Status = Completed and Date Range = Last 24 hours. Under the Format tab I have the box checked to include the CSV file, I have a file name (BalanceConsolidation.csv), Index File Option = Row per envelope, no boxes checked under Columns section. Under the location tab I have Name By = Custom File Name.  Custom File Name = %f (Document Name).  Location has the desired folder and Format = combined PDF for each envelope with the box checked to include certificates of completion.Thank you! Wendi

I am unable to use docusign because it says my credit card has expired.  I have updated it several times, we have an active credit. But the same error comes up. We have opened cases and requested call backs but no one is responding with a solution.  I cannot use my account. Could someone please help or advise?  The support service is terrible.  The original poster had the exact same issue.Please help.  Thank you.

I’m trying to create a workflow that is kicked off by a document completed in eSignature.  I have the eSignature Agreement Action working fine, but I’ve been unsuccessful getting the first step in the CLM workflow to work properly.  I’m trying to use the “Find Documents by Folder” step, and then updating the output variable to be “params”, but the workflow continues to fail, even after updating the schema for “params”.  Does anyone know the correct first step that I should be using to capture the completed document from eSignature?  Thank you!

I sent an envelope to three people. When the second person signed, the first person’s signature disappeared. A third person signed and still the first person’s signature has disappeared. Please help.

I have been using docusign for many years and have NEVER had an issue.  Suddenly my clients with yahoo email addresses aren’t receiving the envelopes that I email them for signatures. Being in the real estate business means that timing is crucial on our documents.  I am unable to wait for hours until the document finally delivers.I am now using another program (digisign) as they aren’t having issues with yahoo.  I am hoping that you correct the problem.  If not, I will not be in a position to renew my annual subscription.  I am not looking for suggestions but rather for correction of the issue at docusign’s end. Fingers crossed you can figure this out.

Hello,  I want to hide the left panel higlighted in the below image(screenshot 1) and I dont want user to drag signature field and then sign...instead I want the user to directly click on Sign as indicated in second document(Screenshot 2). Is there any way we can do this? I am getting this left panel while implementing Docusign ESignature action in salesforce Omniscript.Screenshot 1:Screenshot 2:  

It’s been ongoing for 6 days now. Is DocuSign ever going to fix this? We can’t have DocuSign and Yahoo at odds for a week every month. This is not an issue with other e-signing companies, so why can’t DocuSign fix it permanently?

how can change the prompt for a PW when sending a doc to be signed

Hi,I am becoming really frustrated as I would like to discuss the charges on my account with support but am going round in circles.Can anyone help please?ThanksJulie

Hi :) We want to connect DocuSign with Workday and are looking for the documentation about the topic. Where can we find it? What needs to be done on our (DocuSign) side? I’ve found an info that there are resources on the Workday community, but we don’t have an access there.

Hello everyone,I'm encountering an issue with an action in my power automate workflow and I'm hoping someone here can help me resolve it. Here are the details:Error: Action 'Create_envelope' failedError Message:```<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd"><html xmlns="http://www.w3.org/1999/xhtml"><head><meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"/><title>404 - File or directory not found.</title><style type="text/css"><!--body{margin:0;font-size:.7em;font-family:Verdana, Arial, Helvetica, sans-serif;background:#EEEEEE;}fieldset{padding:0 15px 10px 15px;} h1{font-size:2.4em;margin:0;color:#FFF;}h2{font-size:1.7em;margin:0;color:#CC0000;} h3{font-size:1.2em;margin:10px 0 0 0;color:#000000;} #header{width:96%;margin:0 0 0 0;padding:6px 2% 6px 2%;font-family:"trebuchet MS", Verdana, sans-serif;color:#FFF;background-color:#555555;}#content{margin:0 0 0

I am trying to schedule send and I don't have a dropdown arrow on my "send" button. Anyone know what to do?