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Hi all, For a client who is using Salesforce we are looking at DocuSign. But they have some specific requirements and we are wondering if this is able with DocuSign. They want to start the process with DocGen. So, with the push off a button in Salesforce a template should be generated and stored in Sharepoint. Then they want to adjust the template in Sharepoint with Word. When the document is ready they want it to be sent to the right persons for singing. This process should be fully automated with a push of a button. So when they push on a button in Salesforce it will sent the document for singing directly from Sharepoint, so no screens will open where they have to verify the signees or they have to add the signing box. This will all be done automatically. The signees will be internal users and external. Is this possible with DocuSign and if yes how?   

Hi EverybodyI am here to ask information about Make integration. It seems that I need to know a Document ID for my Cloud (I use Google Drive) and any value is correct.Does anybody help to understand where and how to use this parameter ?Thank to anybody will answer !Iberio

Hello,I am trying to determine how to remove the optional setting for users when they sign in-person to remove the option to enter their email to receive a copy. We have looked into the Resource File and changed the "DocuSign_InPersonSuppressEmailCopy" setting to True, and this seems to have stopped the emails from being sent in these cases. However, we cannot seem to find how to remove the HTML text (see attached). We have tried changing the "DocuSign_HeaderStepGetCopy", "DocuSign_InPersonEmailDesc", and "DocuSign_InPersonEmail" in the resource file to blank without any success. Any advice or input is greatly appreciated!-Kurt Oberhausen

I grant consent to an app that has gone live on Production. When I send an envelope using the access token of my account, will the app creator pay the fees, or will I?

We have a number of users who have used their corporate email for freemium or trial accounts. We have turned on SSO but how can we go about closing these accounts (obviously after they remove any documents)? Can we contact DocuSign support to do this for us or is there another method?Thanks.

Hi all,I have spent hours trying to use “combine documents” workflow step without any success.The scenario:Document generation triggers the workflow.Document generation form contains attachment field. The user can add multiple attachments. I would like to combine atached documents with the main generated letter to make it as one file (.docx).Looking into variables of the worflow connected to doc gen I can see all my document data points/fields and the main document (generated) ID in the path:Params.Params.Documents.Document.Id and the attachments ID in the paths: Params.Params.TemplateFieldData.Attachments_Attachments.Attachments_SingleValue.X.Document.Uid where X is the number of the attachment starting from 0.Searching community I have found the theread: and going after I have created variable (named Combined_doc_holder) and trying to update this variable using “update variable” step with the expression:GetVariableValue("Params.Params.Documents.Document.Id")+"|"+GetVariableValue("Par

I have a workflow requirement where a small group (Team A) must prepare agreements for others on Team B to send at a time of the B Team member’s choosing. The preparers are the wizards behind the curtain, and the signers must see the envelopes originating from a B Team member. I’m familiar with custody transfer rules, but since this is a one-to-many relationship (one preparer, many possible senders) I don’t see how custody transfer rules are a possibility. These agreements are unique and won’t be using templates, so template-based rules are not an option. And the fact that the A Team member won’t know when the envelope should be sent really closes the door.So I think I’m down to two possibilities. The obvious one is Shared Access with sending rights. I know how this works but it might be too much to ask of the A Team. And B Team members might chafe at that level of access to their accounts. The option I prefer is only available to administrators: transferring ownership of the envelope.

Our client is integrating ServiceNow with Docusign for a form signature flow. Created a docusign template and assigned all the necessary fields to recipients. The template has a table and it needs to be populated with data from ServiceNow and the number of rows in that table is also dynamic and determined by the data from ServiceNow. I need help on how to configure this table in template whether to create each row as custom field and assign it a label or is there a better way to configure it.  

Is it possible for a 3rd-party to simply verify the authenticity/legitimacy of the DocuSign-signed documents by looking up the "Envelop ID" or other alphanumerical identifiers that appear on the printed document?Can an auditor go to a website or a DocuSign portal to type-in the alphanumerical "Envelop ID" or other identifiers that appear below the DocuSign signatures to see that these are indeed real? The auditor simply wants to select some random samples to check and make sure that the printed pages of the PDFs are not some elaborate graphic creations by an artist.

How do i cancel a subscription and request a refund?

Hi all,We have successfully set up SSO between Azure AD and DocuSign, and have started work on implementing JITP.We have setup AAD Groups which we would like to use to dynamically assign users to different accounts within DocuSign e.g. Group Dep1 will have the user add to Dep1 account in DocuSign.We are thinking we could use extension attributes in the AAD group to send the SAML Assertions but have not had much luck.Hoping that someone has been able to successfully set theirs up in a similar way or can provide some insight to assist us in setting up these dynamic groups to map the accounts. Thank you

hello everyoneI need your help.I didn't see any custom field validation method in the official documentation. Is there a good way to set validation? Or can I write code on docusign for validation?

Is there a phone number available for me to call to discuss a billing matter? And where can I find said number, I’ve navigated your entire website and have not been able to locate it. For a company as sizable as yours this should not be an issue. And I should be able to speak with a customer rep at a moment's notice and not take 45mins trying to locate a number to call.

Where in my account can I find out when the next date occurs that I can send an envelope?  I am on the most basic of sending 5 envelopes a month.  But not the beginning of the month.  Where do I find out what my window of time or billing date is? I pay annually so don’t see a monthly notification or I’d deduct the date.Thanks for ANY help.  I was embarrassed with a customer this morning when I couldn’t tell them WHEN they’d be receiving their contract. 

please provide me with the invoice subject to payment made as of today for an amount of 108 EUR duly debited on my visa credit card.Best regards,Laurent Ghesquières

Some of our letters need only the day of the month and not the entire date. When I try to access the settings, it does not allow me to modify.For Example it will say On this day _____, of March 2024. But Docusign wont allow me to change the settings.  

Hello,Is there a way to transfer envelopes between Accounts in different Sites?e.g. from an Account in NA1 to an Account in NA2Thanks in advance!

下記URLの操作を実施した場合、エンベロープの作成者等にメール通知はされますでしょうか？される場合の対象も教えていただければ助かります。https://support.docusign.com/s/document-item?language=ja&rsc_301&bundleId=pik1583277475390&topicId=yph1583277445642.html&_LANG=jajp 

During signing a document, the I do not receive the SMS from the system, even-though I am sure mobile number is correct, I receive regular SMS messages from other systems on the same number, can the authentication be through e-mail instead of SMS? how to overcome this issue since I have a deadline need to sign before it

Hello,As the Docusign admin for my company, I recently verified our domain to prevent unmanaged signups with our company email. However, I still have 100+ existing users who have separate, individual accounts using our domain. What is the cleanest, most efficient way to invite all these unmanaged, domain users into our main company account? Not sure if it’s ideal to close their existing account and add them into the company account as their might by company data/envelopes in their existing account. Is there a way as an admin I can transfer the company-related envelopes to the company account beforehand? Ideally, I would want the users to have as little action items to do as possible. Some guidance would be helpful. Thank you!

The following module references resources that aren’t available either in the demo org or prod. https://dsucustomers.docusign.com/docusign-for-salesforce-administration/1735298/scorm/1dio1x91attca

Hi All,is there an overview of authorities accepting docusigned documents for medical device registrations?I am interested in the European Region but also a global perspective would be useful.Many thanks!Ferdinando

I have never participated in a Docusign API beta. How will this Navigator API beta work and what limitations should I expect?

I need to know whether I will be able to utilize Navigator API with the apps in my production environment during the beta phase.

In order to run some preliminary tests with this new API, I would like to know more about which tools I can expect to be able to currently use it with.