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Is it possible to force a user to select at least one checkbox from a group of checkboxes ? Is it possible to Forcing the user to view all tabs

why dont i see bulk send on my docusign and how can i fix this

I am trying to create a new developer account on docusign using https://www.docusign.com/developers/adlp/sandbox but after clicking on ‘Get Started’, nothing happens and the registration doesn’t progress. What are the steps to resolve this? 

I have a document that has 4 columns with 32 lines each and need totals at the bottom and another place in the document that has an additional 4 columns with 32 lines each.  I’m trying to find out if I can create a formula that will add automatically such as the excel field =sum(1:32).  How do I create it in DocuSign?Thank you for any help.

Hello,I encountered an error stating "sign on paper is not allowed" when attempting to sign the document from the provided link.Best,Farah

First time using Docusign. I’m trying to upload my PDF with its existing prefilled text but Docusign keeps deleting it. I would rather not have to retype everything. I looked around and I never got a prompt that asks if i want to “keep” or “delete” my prefilled text. Any information would be appreciated thank you.  

Hello, we use DocuSign for the signature process of individual contracts. Therefore, we always fill in an Email text, even though it is not a mandatory field.Unfortunately, this email text is also shown in the completion notification for the person that signed the contract.This is super confusing for the receiver. Is there a possibility to adjust this notification so that the completion email does not contain the initial email text? Thanks in advance and best regards, Katrin   

Hello,I am not what you would call a “super” user of docusign so bear with me. I am the person who opened my docusign account and the only one who has had access to my docusign account since opening it in 2015.  Thus I believed all this time I am the “administrator” by default - as if not then who the H E hockey sticks else would be?I have never had need to “log on as the administrator” until recently due to a need to change my account status.When I go to Accounts Overview > Seats and Users page I see 1 seat and I see me listed as a user - I see my email, the date added, status (active), Permission Profile (is blank) then under “groups” it says “Administrators, Everyone”If I click on my name under users - I get an error message that says “error occurred while getting user detail”. If I click on “actions” then “edit” I get the same message : error occurred while getting user detail” The reason I am attempting to click on my name or “actions” in the first place is because according to

I would like to get the same link which is shared in the completion email which allows the recipient to download their documents so that I can share it in a separate email.Specifically I mean the link which is automatically included in the completion email for download when the envelope is over 5MB. This is designed securely for email as it times out and forces the user to re-send the link to their email address.I cannot find a way to get this link via the API or any other means other than the automated completion email.

In April I bought a month Subscription to docusign and paid 68 dollars and change for that subscription. I canceled the subscription in mid April and when the renewal date for the subscription came up in May i was charged 148 dollars and change? It makes no sense since i currently have the “Free version” i should not have been charged anything.  Even the 148 dollars doesnt make sense if it was auto renewed wouldnt it be 68??  I am so confused by this.  When i tried to open a case I cannot because I have the “free version” I tried calling and get auto hung up on, and the website hasnt been helpful.  How do i get this resolved quickly?

My accountant sent me my tax forms to review and sign via a DocuSign.  I attempted the authentication questions but failed to authenticate.  I had the accountant send them over several times but each time I failed the authentication. There were a couple of questions that didn’t apply, but the rest I recognized.Where does this information come from? How can I verify that it is valid?Is there anything I/they can do to help me login?I did have them send my taxes a different way but I want to make sure this doesn’t happen again. 

Hi,I received the below email from DocuSign who stated my accountant was asking for me to sign my 2024 returns again. I followed up with her after signing to ask her why these were being requested since we signed them last month. She said she has no idea.Kindly advise and see below the emailrom: DocuSign NA4 System <dse_NA4@docusign.net> on behalf of Your Tax Professional via Docusign <dse_NA4@docusign.net>Sent: Monday, May 5, 2025 1:14 PMTo: P***** M******* Subject: Hi, it's T**** D******! Time to review and sign your taxes.   You have been sent a document to review and sign. REVIEW DOCUMENTS T**** D****** (t****@t*************.com) wrote: Thank you for being a valued client of T** S******, LLC. It's time to review and sign your completed tax return. All you need to do is:  1. Click the Review Document(s) link above  2. Sign where specified a

Our org uses Docusign for eSignature and Doc Gen natively in Salesforce via the Docusign Apps Launcher v6.12. I'm attempting to modify an existing Gen Template. Specifically, I want to swap out the current Word .doc being used with a newer version. I can add the new Word doc via the "Upload Documents" stage of the process, but removing the old doc is throwing an error: "File failed to delete. Try again."When I attempt to delete a second time, the page is stuck loading, and I see the following error code:This page has an error. You might just need to refresh it. Action failed: dfsle:GenImportTemplateFiles$controller$removeFile [Cannot read properties of undefined (reading 'id')] Failing descriptor: {dfsle:GenImportTemplateFiles$controller$removeFile}I've attempted this with the same result on multiple Gen Templates. I'm unclear what the problem is, but this issue will impact us negatively very soon if we cannot get a resolution. Any help would be appreciated.

Hello, I’m facing an issue when my users send an envelop and then apply a template, the “quick send” option of the template doesn’t apply.As a bit of context, I manage the templates that will be used by the users. Our aim with these templates is to ensure all the fields are filled and at the wanted place. The users should not be able to edit the template.For this, a check the option “quick send only”This worked well when the users create an envelop like this : Start>Envelopes>Use a TemplateThat result in this view : However, when the user create an envelope this way : Start>Envelopes>Send an envelopes. Then Apply a template like this The user have the ability to modify everything on the template.Is it a normal behavior where the user can by pass the quick send ? or is there a parameters to configure this ? 

Hello,After creating a Salesforce merge field, I noticed a button called 'Disassociate' that I hadn't seen before. Does anyone know what it means and what it's used for?Thanks 

I want to disable that users can update their name as described in documentation page “User Personal Information”.There is supposed be a setting “Allow users to edit their name” but I can’t find this setting or anything similar in the described page.I can’t find any setting for this in the admin page Security Settings | Docusign of the account (see following screenshot).  Where can I find this setting? BR Martin Borst

Using a rename document step and trying to update but having trouble to capture the month and year I tried like this but no use. Master Services_<%#Variable.vContractRecord%>_<%#Variable.vOpportunityAccountName%>_ <%#System.Date.Format("MMMM")%>~[x] 

I have a document that needs to be signed as received before the signer can download it. Is there a way to restrict download access until the signer signs it?

Complaint!!! I missed the signing of three contracts because one of them went to spam, and I could not find it, while the other two simply never arrived! It is impossible to easily reach DocuSign, access their support, or send an email to report this issue. Instead, one has to go through numerous complicated and frustrating steps just to get assistance (like here)! Please resolve all these issues and introduce, on the platforms that use your services, the possibility of receiving push notifications directly on the client site, as emails alone are not sufficient. When I use a site for transactions, I expect to be notified on the site itself and not solely by email. Having experienced this problem for the second time, I now intend to look elsewhere, to see if the competition is any better! I’m done here!

I was automatically charged for a new subscription yesterday, May 6th for the year and I want to cancel that.  I was on the chat with an agent last night for two hours and in the end I was no better off except I’d added a new package to my account to commence May 6 2026.  I was told it would all sort itself out.  I said that made no sense to me as the payment had already gone through.  All I want to do is to cancel my subscription and clean up the account, stop the new order that isn’t even what I want.  I wanted it to replace the renewal not come in a year.  I cannot figure out how to do any of this myself and cannot get through the help thing because there isn’t a choice for billing.  HELP ????????????????????????????????????????????????????????????????????? 

Hi,I became a user and subscribed for 15USD per month. In January, I cancelled my subscription and closed my account. Since then monthly charge of USD15 continues. Since I closed my account, I was not allowed to open a case. I want to understand why I am still being charged and how I can stop this. Thank you.

Would like to deploy “DocuSign for Outlook” for select users (365 integrated app). Unfortunately, it looks like it only defaults to the entire organization.  Thanks for any feedback.  

Question: how do I write complete sentences without having to use the Text box? Am I able to make the length of the Text box longer than just 13 characters? Please help!Thank you for your time,Larissa Ako

Hello Everyone, I’m able to create envelope successfully to send a document for signing using power automate. I receive the email to sign the document. I’m able to open and sign the document successfully. I also get the completion of signature email. However, when I open my DocuSign account, I don’t see the envelope anywhere, why? What am i missing? Any advise would be helpful.

 I have contracts and work Authorizations that can be 2k pages with blueprints and pictures. How are others handling this as we cannot be the only ones. Let me preface by saying I am new to the product.