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Hi all! Does anyone know if there is a way to set up notifications or reports for outside of e-signature when people sign so that you don’t have to sign in daily to check to current status? Thank you! 

I amended a document before signing but a crucial line was truncated on the pdf. I was able to see the full line on the document in docusign but now it it is truncated here too. How can I proof the amendment I made?

We have our Docusign account linked to our CRM, which allows us to send envelopes through our CRM portal. I usually receive the email notification that a Docusign envelope is available to sign. When I click to review the document, I get an error message that says:“Envelope or Account Activation Not FoundThe envelope is not accessible at this time. The envelope may have been recalled by the sender or require additional processing. “I will also get a notification through my Docusign mobile app. When I go to sign the document, I am able to view the doc but the fields are not available and I am unable to sign. Is there a setting that needs to be toggled in order for this to come through? 

 Hello, I am trying to figure out how to block Signers from downloading a copy of their documents until they have fully completed the signature process. Is that possible? Thanks

I have issue for unable to disable the Identity Verification setting. From the documentation I read that I can disable this feature from DocuSign eSignature settings under Signing and Sending section, but when I enter the settings (on production account), there’s no such menu.If I go to developer account, I can see the Identity Verification menu, but the only verification is Configured by DocuSign, which mean I can’t deactivate the verification (from my understanding, it shouldn’t be matter because the setting is for demo/development stages).Right now my company owner require to disable the verification to simplify the signature process. How can I disable the verification when it not exists/visible under production account?

The Hour Glass Search Bar in my Docu-Sign account does not work.  If I input a client’s name or email address that I sent I documents to in the past for signature it will not bring them up.   Docu-Sign has been unable to provide a solution to this problem, and they take hours or days to respond.   

I have been trying to sign up for a free developer account for days and have not been able too. I have faced common problems such as being logged out and the account seems like it never existed, and the invalid phone number problem. I have emailed support but they keep asking for my docusign account number which I do not have. I tried creating this and encountered the same issue. Please help me resolve this I have been stuck for days and this is very frustrating. I have tried different emails as well as clearing cache/history. 

For the past few days me and my team have been trying to create a free Docusign developer account but every time we click the “Get Started” button, nothing happens. We have tried on multiple devices (laptop, desktop, phone) and in different browsers but we are all getting the same result. There are no errors displayed, the “Get Started” button just greys out for a second then nothing happens. Can someone please help in resolving this?

I am 2 person real estate company. The agent that works with me does not have access to workspaces. She needs workspaces to access her zipform account. I can access workspaces but she can not.

Hi everyone,We currently have a signing workflow in DocuSign with the following signing order: Account officer Client Account officer (again) Compliance The idea behind this workflow is that the account officer can review the information completed by the client and, if there are any errors, correct them before sending the envelope to compliance.Problem:In practice, the account officer often skips the review and forwards the envelope directly to compliance, who then finds the errors. My question is:Is there any way for the compliance user, without voiding or declining the envelope, to send it back to the previous signer (in this case, the account officer) so they can make the necessary corrections and then continue the workflow as normal?We want to avoid canceling the envelope or having to restart the process. Ideally, we’re looking for a way to simply “send it back” one step for corrections.I would appreciate any suggestions, experiences, or workarounds you might have.Thanks a lo

I have what appears to be a strange situation… I received a real estate document from my realtor via an attachment on an email. The attachment was clearly a DocuSign document and contained a DocuSign ID#. It was an offer to buy my property. After some discussion, my realtor sent me a new email with a DocuSign for me to counter the original offer I had received earlier that day. I didn’t notice until yrs later, but this second document had a different ID# and the original ID # had vanished from  my counteroffer document. The next day, I receive an email with an attachment, it is the accepted offer to my counter. This, like the prior 2 instances, has a unique ID#. I never noticed it at the time but each instance of the sane document had a unique ID and the previous ID had vanished. My question…is the removal of an envelop ID a rather laborious process? Could it be done accidentally by the document creator? The transaction itself was very suspicious and I wonder if this ‘scrubbing’ action

Good Day,Would someone please advise if it is best practice to use Maestro with Web Forms or PowerForms?We already have existing PowerForms that we’d like to leverage with Maestro, but we need to know for long-term purposes if it may be more value to transition PowerForms to Web Forms before integrating them into a Maestro workflow? Thank you

Hello - after one of the recent upgrades when I click on the Set signing order, which has to be done for every envelope I create, the Name and Email boxes shrink and I then have to expand my window to ensure I am choosing the proper person.  I am a heavy DocuSign user and this is cumbersome.Before: After:  Any advice would be terrific.  Thank you.

Wondering where to configure account lockouts for incorrect password attempts.  Is that even possible?  I know how to set the password requirements, but there’s nothing there for max number of failed attempts before restricting access.  Am I missing something?

Hi,Is there any way that the Attach documents to completion email can be turn on just for a group of users in the organization?

How do I get DocuSign to send me a notification that says a person has signed? All I get is a notification saying the person has viewed the document but not when they’ve signed. It’s very frustrating, as I need to alert other parties when the first one has signed as often the DocuSign emails go to spam….

I have successfully integrated docusign connect in my development environment, and it is working well.Then I moved to production environment, and it is not working. There is not any option in the docusign production account to configure the webhook.Thanks

Regarding the Standard Attributes available OOTB for IAM, I’m referencing the list in the Support Site Knowledge Articles linked below. Most of the Attributes contain notation that indicates, “* Included in all IAM plans with Navigator”. However, this notation isn’t found on the Attributes within the ‘Payment Obligation Insights’ section. Based on the name, I suspect that these Attributes are only available with the IAM for Sales product, can you please confirm if my assessment is correct? I wasn’t able to confirm this information via Release Notes, DSU IAM Learning Plans, or Support Site Knowledge Articles. https://support.docusign.com/s/document-item?language=en_US&bundleId=pqz1702943441912&topicId=uwk1702945852405.html&_LANG=enus

I have a template that has 10+ documents. Is it possible to use that template, but use Advanced Options to remove all but 5 of them to send once? I don’t want to delete the documents permanently from the template so I’m hesitant to click the option to delete them in Advanced Options, while setting up a “Send”. 

last summer i received a docusign which i did not sign...how do i retrieve a copy of it?  It did not go into my personal account.  need a copy

I canceled my subscription but need help processing my refund. I am unable to reach customer service. I am within the 30 day period to be eligible for the refund. Please advise. I’ve tried all of the online tabs and links but still cannot process a refund and or get in touch with customer service. 

How do you change a shared contact within docusign?  The account is through my company and the wrong email address was used for a vendor.  How do I change it so that it doesn’t default to the wrong address?

I have a rather complicated webform with a lot of rules, based on a template.  The template is about six pages long but not everything is necessarily filled out.  One complaint I’ve heard is that when the user has reviewed all of their entries and moved on to the signature page, if they click the guided yellow tab, it takes them through every single field again. This is super annoying if they are using a phone since templates are not always phone responsive.   New users don’t realize they can just scroll down to the signature line.  Since the user has already reviewed their entries and made edits, would it be possible to just have them arrive at the signature field by default, while still giving them the option of scrolling up and making any last minute changes?

Hi,  When I try to download my invoice from February 2025, I keep encountering this error. I’ve tried different browsers, cleared my cache, used multiple devices, and even created a support case, but nothing has worked.I urgently need this invoice for my monthly accounting—please assist! 

Hello,I apologize if this question has already been raised, but after searching extensively for similar issues, I couldn’t find a definitive answer.We would like to use a dedicated account specifically created for API access. This account would be shared by all our users to send envelopes to recipients, both inside and outside our organization.We want the user interaction with the API account to be entirely transparent, they should not need to log in to the API account, even once. I have read online that this setup is possible, but we are struggling to get it working as intended.I was able to obtain consent to use the API account on my PC, but when I attempt to send an envelope from another PC, it prompts me to sign in to the account to grant consent again.Shouldn’t the consent only be requested once?Perhaps we’re missing a critical configuration step?Here’s the URL we use to obtain consent:https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature%20impersonation