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Hi Folks,I’m trying to update an existing CLM workflow (which has multiple sub-flows) to add an additional subfolder to the storage path.Currently it goes Agreements/<Persona>/<PartyName>/<AgreementID>They want to change it to Agreements/<Persona>/<Region_From_Template>/<PartyName>/<AgreementID> I’ve added the region field to the template (originally tried a drop down, but simplified to text field), and then updated the Params XML variable in the WF so it gets the value:   When I open the running WF, I can see the value in the params XML file:   I’ve updated the Directory Settings.sxform to have the extra folder:  I’ve tried Region_Folder (like the XML node) but noticed PartyName is not the XML node, but it’s also Party_Name, so I tried RegionFolder too.The subfolders are being created correctly, including the new layer, BUT the RegionFolder value is not pulling a value so the subfolder is being created with UNKNOWN as the subfolder (which is w

Hello,I have just signed up for the paid DocuSign less than 24 hours ago, and I have been trying to reach some type of customer support. I have unintentionally signed up for the Standard plan vs the Personal plan, and I am hoping to get any type of support in switching over to the personal (please see my original email below), However, it has been impossible to open a customer service case, I keep getting a “Unable to log in.If this is your first login attempt after purchasing a DocuSign plan, allow 15 minutes for account creation before accessing your account.For all other log in scenarios,  contact DocuSign Support  for assistance.” How can I get this issue resolved, I just want to open a case so I can get a hold of customer support.  Hi DocuSign Team,  I just signed up for your monthly membership, and I preemptively selected the Standard plan vs the Personal. Because I will only be using this account internally with my team ( 4 of us) I don't need anything larger than the personal.

I have a Freemium account with DocuSign but somehow have an annual subscription that cost me $480.00 in 2023 and $636.00 in 2024, what is going on?!

I received a text telling me I had unsigned W9 form in Docusign, but when I went to my account it said everything was fine.  Is it fine or is this real and something else is needed?  Trying to reach Customer Support is nightmare so I’m hoping someone here can help.  

I have sent a document for signature, very simple one. Then I upgraded my account and have tried to send another document but I get the message “Account does not have permission to send to Certified Delivery recipient type.”. I’ve no idea why it worked previously on an unpaid account and now won’t work. I’m sending to the same recipients.I’ve tried to open a case for help from support but I’m told I have to have a “Paid Plan”, which I do! Then when it prompts me to upgrade for support, it says I have the current plan…..Totally stuck. No idea what could be wrong and no support accessible from Docusign...

Where on a certificate of completion should it show that the sender signed the document prior to sending to me? 

We have some life sciences customers who have procurement Part11 modules. Since Part 11 requires signers to do identity verification, they purchased the Enterprise Pro edition and added the company SSO so that all signatories were added to their Docusign Account. Because of such customers, if they are recommended to move to IAM, the number of users is very exaggerated and the cost is unbearable. We've heard that there are also IAM unmanaged licenses that can be assigned to such users. Whether there is documentation for this piece, how to enabled, and how a license is assigned. Hopefully there will be more detailed steps that can be operated. it can be very valuable. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🌟The only DocuSign Partner globally with two Certified eSignature Technical Consultants🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024📊 DocuSign Community Leaderboard Top 5 contributor🚀 E

Hi, This is likely a simple issue, but I have used DocuSign with others before and needed to create an agreement for my company, so I signed up. After creating the agreement and sending it out, I did not receive a copy (I checked my junk and spam folders). I’m unsure if the others on the list received it, as I even added myself as a recipient. What did I overlook? I apologize for the silly question.G

We would like to create a template form to incorporate a customer qualification process and use DocuSign for signing off on each stage of the process. How we can structure the signing off process through DocuSign, and specifically how can we enable parties to sign off on their respective parts of the workflow?

Despite reaching out to the QuickBooks Help Center, I was informed that the problem lies with DocuSign as it is considered a third-party app.  I am reaching out to seek your assistance in tracking down the DocuSign app within QuickBooks Advanced. It seems that there might be a compatibility or integration issue, and I would greatly appreciate your expertise in resolving this matter.  If there are any specific steps or guidelines you can provide to help me locate and integrate the DocuSign app seamlessly with QuickBooks Advanced, it would be incredibly helpful.  Thank you in advance for your time and assistance.

I have a template with three signers, an applicant, a co-applicant and a loan interviewer. The first applicant (recipient 1) fills out the document and signs it, then the co-applicant (recipient 2) just signs as co-applicant. The interviewer (recipient 3) just signs the completed application.My questions is this: If I send out an application, but after receiving the application, the applicant (recipient 1) says they want to switch the recipients for applicant and co-applicant, is this possible?Thank you

OLa,Estou com um erro quando a usuária coloca a senha do ecpf, e faz o enviar do documento a tela 1/2/3/4/5 aparece e na sequencia aparece o erro em anexo.Alguém ja viu essa situação, lembro que o certificado A3 está ok, pois em outra maquina com W11 funciona e envia. obgSuporte VIP Hello, I have an error when the user enters the ecpf password and sends the document, screen 1/2/3/4/5 appears and then the error message appears in the attachment. Has anyone seen this situation? I remember that the A3 certificate is ok 

I paid over $200 for an annual paid DocuSign plan. That plan was never activated. I can find nowhere on DocuSign's website to submit a form or any information to get in touch with an actual person. You must have a paid plan to open a case.  I refuse to give DocuSign any more money if my original payment was never applied to my account. Let alone pay DocuSign just to open a case.  There must be a way for me to contact someone who can get information on what happened to the payment Klarna made to DocuSign. Klarna has tried to contact DocuSign with no luck. They cannot refund me until they are refunded by DocuSign. I would be really grateful if someone could please assist with me with this. I paid for this back in January and it is still not resolved. This is honestly outrageous and I am in disbelief that a company has no way to even have a form submission or way to get in contact with support without having a paid plan. I can’t imagine how many customers are having issues that need human

I have a document for users to sign which is available in multiple languages. I need only one to be signed, preferably in the signer’s preferred language but I don’t know what each signer’s preferred language is. How do I upload my various versions of the document and have DocuSign present only the one that matches the users preferred language?

Hello everyone,   We have integration with Docusign e-Signature using DocuSign App Launcher(DAL).  I am working on building a DocuSign envelope template a requirement to build a Docusign form for the attached government form, and there are some questions in the form, like Gender and Martial Status, that are checkbox groups on the form, but the mapped questions on Salesforce object are single picklists with different values, for example: The values of the Gender question on the form are: Male, Female, Trans, Other, Prefer not to disclose The values of the picklist field on the Salesforce Lead object are: Man (Cis or Trans), Woman (Cis or Trans), I use a different term to describe my gender (e.g., non-binary), Prefer not to say  I tried to set up this mapping, so once the signer selects 'Male' on the form and signs the form, the Gender salesforce picklist field is updated with 'Man (Cis or Trans)' as an example.  Does anybody know if this is possible with this integration?    Thanks 

When setting up a DocuSign package, it tries to guess/autofill the Signatures...how do I turn this off?

Hi, I cancelled my subscription on January 2025 and I was charge for February. It is not letting open a case either, when I go the cases section the “New case” button does not appear. 

I am a signer.Not part of any organization. I changed emails on my account and none of my agreement history is available.  How do I get it back?Apparently the old account and old email are no longer available. 

I was on a $800 plan previously which obviously was not worth the headache and value, so I cancelled and was still charged another $314.11 the next month.  Now there is no way without a paid account to see the billing, get an invoice or talk to customer support.  Unbelievable!  How can I get help?

How can your request a refund or get customer service without having to pay again for a service that didn’t work for you to begin with? We would love to hear from anyone with success in refund issuance, or anyone that was charged an amount incongruent with the posted fees, & managed a resolution. Our experience is below, & thanks in advance for any advice.  Immensely frustrated with DocuSign in its current state. I had DocuSign for years through my other company & loved it. When the need arose for electronic signatures in the fall of 2024, following Hurricane Helene, I immediately turned to my previously trusted resource, DocuSign. I used many of their apps & services, including Salesforce for years! Now it has been a few years, but in my wildest imagination, I could not have expected a 180° departure from the culture that I had experienced for all those years.  It didn’t take long to realize after one month that we needed to upgrade from 5 envelopes a month to 100, sin

Does DocuSign issue a qualified certificate to a signer that does not yet have a qualified certificate, compliant under the eIDAS for a QES?A qualified electronic signature (QES) under the EU eIDAS regulation requires a qualified certificate issued by a qualified trust service provider (QTPS). When I ask a client to sign a contract with a QES via DocuSign, the client may not yet have a certificate (let alone a qualified certificate). In the signing process, the DocuSign system will verify the client’s identification using the client's mobile phone whereby (i) the client specifies the government photo ID, (ii) the client films his/her/their face, (iii) the client films the photo on the ID, (iv) the client will impute an SMS code that DocuSign will send to the used mobile phone and (v) a third party identity veriification partner (UBBLE/Checkout.com) will compare the filmed face with the photo on the ID. At least, this was the process when I tested DocuSign in a pilot session.When the id

I have got the free trial on Business Pro . I have electronically signed a document but it has been rejected because it did not have either an AES or QES . What is the solution to the problem ? I would like to be able to sign the document in the prescribed way asap. 

I’m setting up a DocuSign integration using JWT for a test environment and need to assign DS Admin permissions to a user so they can be used as the integration user.However, when I attempt to update the permission profile for the user, I receive the following error:An error occurred while getting user detailThis error prevents me from editing the user's profile to assign them the DS Admin permission set.What I’ve tried so far: Confirmed I am logged in as an admin user with full permissions Tried switching between the eSignature Admin and Organization Admin views Cleared browser cache and used Incognito mode Verified that the user appears in Users and Groups as “Active” Confirmed that the user is not already assigned DS Admin Environment: DocuSign Production Account Has anyone encountered this issue before? Any insight or workaround would be greatly appreciated.Thanks!Nelson

can  we have enhancement were field is set to have a minimum character limit, so that it will be easier to our end users.

hey guys, I am small startup aspirant. During one document addition, I am not able to edit fields and some constant errors happened. Then I cancelled it, it resulted in Voiding and send got wasted. Each envelope is bit costly for me. Can anyone tell me who to contact for ‘Send’ to be refunded