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I frequently send members of my board of directors and their assistants envelopes containing corporate resolutions that the directors must sign (and that assistants should see in order to remind directors to sign promptly). Each envelope has different documents but the recipient are always the same. How do I create a distribution list that will automatically populate the Docusign recipients fields with the appropriate designations (needs to sign, receives a copy, etc)?

I would like to send a customer several proposals in one envelope for them to choose the option they like best. If I send more than one document in an envelope, then is the envelope incomplete if only one of the documents actually gets signed?Is there a way to accept one or more documents and reject the remaining?Additionally, is there a way to make edits to a document/envelope once sent?

Hello,I’m trying to get the status of the envelope to send the envelope to second signatory once the first signatory has signed on Power Automate.This is OKI have got the envelope working so far either by sending to all signatories the same time or keeping a delay of window to send one after the otherThis is RequiredI need to send the envelope to signatories only after the signature, for this I’m trying to get the status of the envelope from HTTP operation that requires Access Token. I’m following the below process to set this upAdded app and integration key Redirect URL is set to “https://global.consent.azure-apim.net/redirect” for power automate Using this URL on browser to get the code “https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature&client_id=<Integration Key>&redirect_uri=https://global.consent.azure-apim.net/redirect” Getting the authorization code with error “did not receive an expected state query parameter from the authorization s

I'm a Salesforce Admin, I implemented DocuSign in SF, and users can generate documents and send them to their clients. There's a specific Salesforce user that is receiving this error message: "The DocuSign credentials entered do not map to a user on the DocuSign Account connected to this Salesforce org."In Salesforce, I checked the User Management section in the DocuSign Setup, and his user looks good (Status=Active)Also, I checked in the DocuSign account (https://admin.docusign.com/users) and he's also showing up here with Status=Active.Any advice on how to fix this error so this user can generate documents in Salesforce?Thanks!

Package: DocuSign.eSign.dll (8.0.0.0)Environment: Asp.Net CoreLanguage: C#Demo code:DocuSignClient dsClient = new DocuSignClient(DocuSignClient.Demo_REST_BasePath);DSAuth.OAuth.OAuthToken oaTok = default!;List<string> scopes = new List<string>() { "signature", "impersonation" };byte[] privateKey = File.ReadAllBytes("c:\\Test\\Private.key");DSAuth.OAuth.OAuthToken tok = dsc.RequestJWTUserToken( Properties["IntegrationKey"],    Properties["UserId"],    Properties["AuthServer"],    privateKey,    1,    scopes); I have verified that the values for IntegrationKey, UserId, and the private key are set up in DocuSign correctly and turned on, and that I am using the correct values. I have verified that the authentication server is the correct one (demo.) But when I run this, it just hangs. No response. I have set this up to run asynchronously, and the same thing: it never resolves. This used to work, but it broke some time in late October I think it was. All of the example code I

When we used PandaDoc (another DocuSign alternative) it allowed one user to sign a document with 2 different signatures.One signature from his side, and one on behalf of other person at the same time.On DocuSign, I cannot see the support for this. Can you help me on how to achieve it?

Hi,I am not able to find Related with Salesforce checkbox on Docusign Custom fields or custom tags in salesforce org, i am using business pro trial org. Can anyone help here?

Can we conditionally send void envelope notification using resource files. We have a case where for certain envelopes we want to send void notifications to recipients and for other envelopes we want to stop sending the envelope notification. Can we achieve this using Resource File Branding 

Hello, when the 3rd party completes the external review, we get an email with a message “Contract for has been Completed with Document”, question is, how do we include 3rd party’s name in this message. it should read as “Contract for xyz (3rd party name) has been Completed with Document.

Even though I have an Business plan I can’t open any support cases. How do I solve this?

Our documents have required fields to be filled out by the signer. For each document, we ensure the “Required” checkbox is checked for each field (assuming the signer cannot finish the document until those fields are completed), but only about 50% of signers complete them. Why is the software not requiring those fields to be completed? We “Add text” to each field to suggest what to include in those boxes. Could that text be appeasing the required step? We’ve searched support documents and we are completing the required fields as suggested, but still it doesn’t work.  

I’m using Salesforce/Conga Composer/Docusign integration and would like to see if there is a way to add a Text box so that the signer can add a response during the signing process. To my knowledge with the Salesforce/Conga Composer/Docusign integration it has to use tags and I’m not sure if there is one to have a text box.

How do I stop DocuSign from sending reminder emails for signatures?

Hello:Is there the ability for DocuSign - while restricting delivery to only the first signatory, then releasing to the secondary once signed - to notify the second signatory that an envelope has been created, and allow them to view, while restricting signature until the first party has signed? At present, we have it set up so that the second signatory does not receive notice, or the ability to view the documents, until after the first signatory has signed. I looked at a Conditional Routing conversation here, but am unsure if that will resolve this need.  Thank you for any ideas or contributions.  

Docusign uses IDnow for identification. Is it possible to use another supplier, already eIDAS like LuxTrust, to validate identity and sign with DocuSign?

I think this is related to new enhancement in DocuSign. can we hide this (see screenshot) in the UI? The default attributes are not useful to us.

Hi Team,I am working in an organization, and my manager has an enterprise docusign account (paid account, not a free account) at this URL: https://apps-d.docusign.com/. When I use his integration key to send an email through my application, the "Test Document" prefix does not appear. I am confused because I researched on Google and DocuSign sites, and they all indicate that https://apps-d.docusign.com/ is a sandbox account, so it should contain that prefix when sending an email.I created my own free developer account and tested it, and I did get that prefix. My question is: if I need to use the integration key from my manager's enterprise account, what steps should I follow? Do we need to follow the go-live procedure here as well? If yes, what steps should we take? Can someone explain these steps in detail?

Hi there, Has anyone else got a problem with the footer ‘sticking’ and blocking the view as you scroll down when you’re in an Envelope? It’s only happened this week - all was fine before Xmas. It’s happening to me and a colleague. Any help appreciated. Thanks.  

I have a power form with 2 recipients. The link is sent to the first recipient, who fills out the form. After filling out the form, recipient can see the filled out form. The next recipient fills out the form as well( this recipient is pre-filled) and afterwards, gets an email about the completion of the document and a link to it. THe first recipient never receives an email about it being completed. Do I need to add another recipient that gets a copy of the completed document? I haven't made any changes to the notification settings. Should I define a 'sender' who fills out the first recipient? Thanks

We have a checkbox group use case. But a checkbox group can only have a checkbox group tool tip, the individual values cannot have a separate tool tip per value. We created a single value checkbox group but discovered that a single value checkbox group tool tip does not work. The checkbox group tool tip only works when there are two or more checkboxes.  Has anyone else encountered this? Is there any solution to this issue? 

Hi all,I have a client that wants me to manually send him a contract (that I had previously send him through docusign) for other of his associates to review before they sign. When I try and download from the pending envelopes - his contract pulls up blank. Is there any way to do that - other than manually filling it out again?

Hi all,Happy New Year!  Our company is using Docusign templates for our onboarding of new employees.  It is working out great except when we have to make a change.  The most current example is that there is a new W4 for 2025.  We have 6 templates that we need to update.  When we do this we have to go through each field in each template because for some reason they change.  We are replacing the W4 in a packet of pdfs and uploading and replacing our packet with the new packet in the template.  Is there a better way to do this?

Does anyone know how to stop an item from being purged? I made a mistake in putting a 1 year restriction on old agreements and am seeing a lot of my signed agreements to be purged in 14 days. Is there any way to stop this from happening? THANK YOU for any help, insights, support! Julie 

Hi,I need to send a document for 15 people to sign separately. I tried Bulk Sending with a Template, but everyone signed the same document. I need to have a workflow that sends the document to 15 people but then they send back an individual document signed by each individual. Is this possible? Thank you!

Hello,Does anyone know if it’s possible to get a Summary certificate for a document that was not sent to you via the envelope ID?