Solved

Im willing to apply for esignaturesStill difficult for me

Hey there, We are wondering if there is a way in the DocuSign/Salesforce integration to populate dynamic tables with opportunity products and payment info WITHOUT the DocuSign Gen product. Or is DocuSign Gen the only way this is possible? Thank you!

Hi There I don’t see an option of specifying Delivery method as SMS or Email or Both in add recipient action. Or mentioning SMS information alone will be treated Delivery Method as SMS? if there is some place i can mention, where can i specify that option in in-built Docusign Actions? Or is this the limitation this way and i have to use Https post?  

I have been having a lot of clients state that they are not receiving the DocuSign email when I sent them an envelope to sign. The email is not in their Spam folder either. Anyone else had issues with this? 

Is there a way to make the Docusign Agreement Manager - (formerly Navigator) view default to displaying envelopes instead of documents within the Completed View for all users on the account?

With DocuSign it is possible to attach excels during signing, but during the process it transforms the excel into a document, is there a configuration that keeps the excel as an excel attachment?

I attempted to sign a document using my Portuguese ID Card; however, the system rejected it, stating that the new version of the card is not accepted. I contacted the other party to the contract to explain the situation, but they informed me that there is no alternative method for obtaining the signature and that the process via DocuSign is mandatory.I am unsure how to proceed, as it is not my fault that the system does not accept my ID card, which holds the same legal validity as the previous version.

In Docusign Envelope, we can pass the anchor tag in rows in sequence from 1 to N.\buildinglimit1_1, \buildinglimit1_2,\buildinglimit1_3,…..\buildinglimit1_NOn what sorting order, Docusign envelope decide to show the records to the signer. Is it based on record's createddate or any other field?

I was sent a document for signature by a 3rd party. I opened the relevant link and uploaded my custom signature. I clicked the region to be signed. Unfortunately the image initials appear too small in the document.  Now every time I open the link it uses the same initials to sign and I can't change it. I tried to hover of the logo to get the change signature option but it doesn't show up. How do I resolve this issue?

Hello - We have a document that we would like to be able to route as follows, is it possible? Signer 1 - student, who uploads supporting docs Review/Possible signer - the form first goes to the Registrar. If no further action is needed, the Registrar will sign and close the envelope, But if further action is needed, the Registrar can route the form to the Curriculum Reviewer. The Curriculum Reviewer will make notes and sign and close the envelope. Everyone (including the Registrar) will be notified.Is this at all possible within Docusign?Many thanks,Jacob

We are unable to use docusign because it says our credit card has expired. We 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. We cannot use our account. Could someone please help or advise? The support service is terrible.

We are trying to remove the person’s name from the “Message from” part of the e-mail sent to users.  As an example, when the user first clicks the “Review Document” button from the e-mail, they get something similar to…  Right now, the person sending the envelop has their name and the company name shown.  How do we either get rid of the entire line or the name of the person sending it?

Hello -I used to be able to upload a pdf to an envelope and then apply a template or upon the upload it would automatically have a pop-up box appear asking if that was the template I wanted to use.  Now I don’t get the automatic template application and if I apply a template some fields don’t appear and others it seems are huge because the file is loading smaller than normal?  I’m perplexed.I no longer get the emails from DocuSign when my powerform has been completed either.

On the Standard Plan DocuSign, can i make text box in a template be / allow multi-lines?I cannot see that option on the left or right menus. 

Is there a way I can access a users account through the Admin Dashboard? I need to be able to see completed documents / envelopes. They are complaining that they are blank.They do have a free ( Personal ) account and an org account. Would that mess things up for them?The person is an Administrator as well.

i was logging in to submit my other complaint when i missed a required field. i went back to fill it in to find that all my fields had been cleared. please do not do that. using Microsoft edge

When a document gets voided due to the expiration date, I assume the webhook sends out an event to the listener telling the doc has been voided, but I am not receiving any voided event. I am receiving all the other events just not any voided or expired events. Can someone tell me how to configure the voided\canceled\expired documents?

Hi,I use DocuSign maybe once a year for a couple of signatures, so I usually subscribe for a month or two then cancel my paid subscription. I did not download my invoices prior to closing my account, and now I don’t have access to them and can’t create a case on the support site because I don’t have a paid subscription.How do I get my invoices?Thanks!

I sometime have to sign documents with just my name, and sometimes I have to sign with my name and a title afterwards, such as Trustee.  Does Docusign allow a signer to select which signature to use before I start signing a document?  If so, how do I set this up?Thanks.

Hi!  Can someone help me how can I retrieve past invoices from 2024 after I cancelled subscription early in 2024?Once I go to https://apps.docusign.com/admin/billing  - I see only my account ID and the status of my account as Freemium. But the access to my past invoices is gone! I would highly appreciate some help ASAP, because I am required to present these invoices for accounting for 2024 reporting. 

Hello, CommunityI'm trying to connect my DocuSign account to the D365 CRM dev environment and I'm encountering an error message without much information. What can I do?An unknown error has occurred. Please open a case by visiting https://support.docusign.com."'Please provide this correlation ID to DocuSign support: b1f8df86-59f8-46a9-b363-5282a9cc080e'"

Dear DocuSign-Community,as my search wasn’t succesful, I’ll try hear and have the following question:I need to get my document signed by either one of both directors.As I don’t know with one I can reach first, I would like to send the document via DocuSign to both to get a signature as soon as possible. If the first one signed, I do not need a second signature anymore. Is it possible to map this process in DocuSign? How can I do this?Thx in advance! :-)Simone

HiMy son is trying to complete the identity verification process on your platform, but the system is unable to recognize his passport during the document's photo scanning step (when at last after a lot of time it recognize the passport photo page, he fails to get the identify approval).Me and 3 others succeed to get approval and we were in the same roomHe has a valid passport, photographed clearly, in good lighting, and from a straight angle, but the process keeps failing.I would appreciate it if you could review this issue or offer an alternative method (such as uploading a scanned image or manual verification).Details: Document type: Israeli passport (non biometric) Expiry date: [8/3/2027] We tried with my phone also Request: Please advise whether a manual or alternative verification is possible. Thank you in advance for your support,

I need to discuss my account. I tried to upgrade to get more sends. I put in my info for them to charge me once. And, they charged me 26 times. According to my bank, they actually tried to charge me over 50 times but they took all my money so they couldn’t. How do I get this fixed and get my money back?  

Hello! I am trying to cancel my DocuSign account. I was just charged for an annual subscription on 3.31.25. When I tried to cancel it, I received a message saying:Refund informationWe’re sorry to inform you that your account is not eligible for a refund. This is either because it's been over 30 days since your purchase or you do not have an annual subscription. For more information on refunds, please review our Terms and Conditions.The customer support chatbot either drops the chat immediately or asks me if I need help with fraud. I’ve been a DocuSign customer for 5 years and can’t believe that I’m receiving such poor support. Does anyone have any suggestios on how to reach a live support person. I tried to login and schedule a callback and was booted off the page as well. Thanks!