Solved

Hello!  We currently do not have the box checked to allow recipients to withdraw their consent if they decline to sign so am thinking they would need to log into a DocuSign account they crated.  Where in the account can is the withdraw consent found?  Can they even withdraw consent this way?  Is it possible to restrict recipients from being allowed to withdraw within DocuSign so the only way they could is by emailing the Credit Union?  

JWT GrantI am new to Docusing and was going through the documentation. I stumbled upon the Authorization Grant of the Platform 101 docs, and read the above excerpt. Can anyone clarify what does this mean If you use a single login for all users in your integration, you should use JWT Grant.  Using single login for all of the integration users mean what? Does that all follow the same login/signup method or the same credentials?

Is there a way to disable the Delete option for document(s) that has been sent out? 

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

Hi Everyone, The account that I am using is an admin but I cannot See 'Access Management > Identity Providers' menu in the admin page. I was trying to configure SSO for the our DocuSign demo environment.

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

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.

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! 

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

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.

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.

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 

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? 

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?  

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

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.  

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?

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

I have created a PowerForm to be used by our Human Resources department.  There are two people in the HR department who should receive notifications when a form has been completed.  I made one of them the sender.  For the other, I added them as a CC on the template (see Template Screen Shot attachment).  But, when I tested the form, I found that the name and email address i had added for the CC recipient are visible on the landing page of the PowerForm and can be edited by the 1st recipient (see PowerForm Signer View attachment).  I don’t want the signer to be able to change this or even see it.  Is there a better way to ensure that the HR rep gets a copy of the completed form?  Surely, this cannot be a unique issue - it seems to me to be a fairly basic need.

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.

Hi all, I have a question that probably has been asked before 😬 but I haven't been able to figure out yet. We currently use AdobeSign for signing documents and that tool offers the use of so called tags in our documents. So in our documents (various layouts) we added tags that are automatically recognized by Adobe where to put the signature fields. This is an example: {{SigB_es_:signer1:signatureblock}}.We will move to DocuSign and need to amend all our documents, but I haven't been able to figure out how this works in DocuSign. Can someone guide me in the right direction how to set this up? I've read multiple articles on the Support pages but I haven't managed to get it working. Thanks in advance for the help.

I am using CFR Part11 signature template and it looks too wide vertically, so i wanted to edit the name, reason and time smaller but it seems that only designed templates (and there are only two) are available. Is there any chance to edit manually?

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?

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

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?