Solved

Is it possible to add some additional roles. In the instance of the way I am using the tool for the signing of documents it would be really useful if I could allow the first point of contact to review and comment.On their approval I would like it to flow to the signer to actually sign off the document. Then for another role to be added that sends only the completed document to another contact for their reference and record keeping. Currently I am setting the first person as a viewer, then a signer and the third is in CC. But the first person is viewing and before they get a chance to comment or approve the document is signed. The third person is getting too much information. 

Hi,I have created a Power Automate flow for DocuSign, and it is working fine when the KYS DOCX form is attached from SharePoint — the approver is able to sign without any issues.However, I'm encountering a problem when I try to attach additional PDF files along with the KYS form (for review purposes) for the same approver. In this case, I'm getting the following error: "ANCHOR_TAB_STRING_NOT_FOUND." Could you please help me resolve this issue?

Lately Every document I do is getting auto tagged on every signature line?? How can I turn this OFF? I am having to go through every document and remove all the “Auto Tagging” it does on its own before I can tag for signatures :-(  Hoping some way to turn it off and I’ve tried everything I can think off. Thanks

We have a few follow-up questions regarding the use of Qualified Electronic Signatures (QES), which — as far as we understand — are also part of the Docusign offering. We are particularly interested in using this functionality within our HR department.Under German law, there are specific formal requirements. For example, fixed-term employment contracts generally require the written form (a "wet ink" signature) to be legally valid. However, the legislator now allows this written form to be replaced by a Qualified Electronic Signature (only!), which makes QES highly relevant for us.We have reviewed the available documentation on QES provided by Docusign, but we are still unclear on how the process works in practice.We understand that QES differs from a simple electronic signature in that the signatory must be formally identified — typically using an official ID document.Here are our specific questions:1.      Which types of ID documents are accepted for QES identity verification?2.     

I want to know if there's a way to hide the DocuSign header when embedding it in an iframe. I'm currently using a standard envelope template and displaying the signing page in an iframe, but I only want the user to sign the document — not see options like 'Decline to Sign' or 'Finish Later'. Is there a way to hide those options or the entire header?

I need assistance figuring out what product best suits my needs. I have written emails and tried finding contact numbers. This is my last attempt before going to another platform.

hi,I have not created a Powerform in a while.  I can see where some templates have Powerforms.   I see there’s an option to edit a powerform, but when I click on that option, I don’t see the actual link, or any other option I used to see - like changing the sender,etc.  I’m an administrator in DocuSign, as I’ve always been. Has something changed with Powerform permissions? I finally found where I can edit the Powerform and change the sender,etc… it has changed since last I’ve done this! Thanks,maggieupdate - I finally found where I can edit and change sender - thanks

I am disappointed in the emails we get from Docusign.  There are so many scams that come through email it’s impossible to tell at first sight.  It’s a cumbersome process to get the email and interrupt my work to sign in to the website and verify the email is legitimate.  The emails don’t say who it’s from.  If I am waiting for a document, I know what to look for.  The anonymity of the email slows everything down.  The extra layers of security we have to use now are ridiculous.  Hackers are going to get in anyway and for the average business, it’s time consuming.  I don’t want to pay my staff to sit around getting second and third codes and passwords to open something.  Productivity is down and everyone is just frustrated.  We have trouble finding workers in our area and having to spend more time bringing them up to speed on each separate software is not in our best interest.  I’m sorry, but I believe we are going to cancel Docusign and if others want our signature they’ll have to get i

Hi We are having an issue trying to download a completed document.    No completion email received.  Status is archive deleted.  We’ve tried different browsers,clearing cache, coming off the network, coming off vpn, incognito., sending to a mobile device and various other devices.  Logging in outwith the firm also does not work.  The sender and recipient have said no completion email has been received but the status is complete.  I can download each page individually but there are 255 pages in one of the documents.  I’m not really getting anywhere with DuS support who just keep saying it’s our network but our tech guys are saying it’s not……..

Hi everyone,I'm working with a large number of users in DocuSign who currently have the DS Viewer role. I have a list of their email addresses and the new groups they should be assigned to.Is there a way to bulk update user group memberships using just the email and the target groups—without needing to export or retrieve full user details?The issue I’m facing is that the export tool limits me to 10,000 records, and I’ve already applied all available filters to try and reduce the dataset.Any advice or best practices would be really helpful. Thanks in advance!

Can you set two potential signers to one signature line, and it will accept the signature of whoever gets to it first? I don't need both to sign, I just need one of them to sign and either of their signatures are acceptable.

I was told that Attachments on web forms would be available in July.  Could you give me an ETA?

Hello,Anyone experiencing issues with people trying to sign documents but the screen just flashes and does not allow them to sign?  I have many users that just start having this issue.  They don’t receive any errors, just a quick flash and nothing happens.

It is possible to edit the warning message received in some of the form fields in DocuSign CLM?  One example is with the currency field.  The message reads “Please enter a dollar amount in the following format: $1,250.85”. Is it possible to edit that message in any way?  I did not see anything in the actual field or in the admin portions but wanted to see if I missed it.Thanks,Scott

Went through customer service and they granted me a full refund. Waited 30 days and no refund on my card. Now that I am no longer a paying for an account I can’t message them. How do I contact them now to get more info?

Hello ​@paige.rossi I have a question regarding the DocuSign integration in Onboarding.We are now using DocuSign in Recruiting for the offer letter. In Onboarding, we are still using the embedded SuccessFactors signature. We are planning to switch to DocuSign in the Onboarding module as well in the coming months.Could any complications arise from this (e.g., loss of our existing compliance documents, need of migrating old documents)? Are there any  issues we should be aware of??I would greatly appreciate your response. Best regardsRobin

I have DocuSign Pay-As-You-Go account. I am developing an application. From within that application, using APIs, I want to be able to send DocuSign envelopes to my clients and get e-Signatures. I have 100's of clients and we expect to have several envelopes to be sent every year, per client.  Do I have to be a DocuSign partner for this?  It appears that I cannot use our PayAsYouGo Account (see screenshot below).  When I look at IAM Standard plan, it doesnt tell me if I can do unlimited e-sign envelopes to my clients…. but it says unlimited webapp sends.  Not sure if API call and web app sends are same.   DocuSign integration that I own into an app I am building must be much simpler than this!!  Please HELP!​​​​​​ 

Hi All,We are currently implementing Docusign for Salesforce using the Docusign App Launcher.  Right now we have got it setup in Salesforce developer sandbox, connected to a Docusign developer/demo account.  We are specifically using Document Generation / Gen and eSignature.We have setup a dedicated integration as per the Make a Standard Salesforce User Your Integration User article, which appears to work well for eSignature and we have no issues at all.     However, we have encountered a challenge with Document Generation / Gen resulting in an error:Unable to create ContentDocumentLink for ContentDocumentId: 069S900000DzdJXXXX and SfObjectId: 500S900000IkmXXXX.The error is raised when an end user (not the DS integration user) is attempting to generate a document based on a Docusign Gen Template from a Salesforce record.    Through experimentation the only way I can get it to be succesful for an end user is by granting the DS integration user “Modify All Data” system permission in Sale

Hi TeamIs there a way to extend the Expiry of the Docusign sign link send to user? Currently it expired after ~24 hours and they have to request for resend new link. Please advise.

Hi,we're experiencing issue where user unable to esign. Once we select to sign the document, we can’t access the website. I’ve followed the suggested steps (like clearing the cache in a separate forum), but I still can’t access the site to e-sign. Any suggestions or help would be appreciated.

I sent an envelope to 2 recipients (in signing order 1, 2). 24 hrs later, the 1st recipient still has Not received the envelope, and neither has the 2nd recipient. I do understand that the 2nd recipient will not receive the envelope UNTIL the 1st recipient has completed their signature. But in 24 hrs time no one has received anything. Help!

We have been unable to sign up for a developer account the past 2 days. When we click on the “Get Started” button after filling out all required fields, the button flashes for a moment, but then no other response from the page.We have tried:Using a different email addressUsing a different browser (chrome, Edge)Clearing cache and cookiesUsing Incognito modeTrying to sign up on a mobile phone on both wifi and cellular networkI notice a request outgoing in the network tab:POST https://protect-d.docusign.net/api/2.0/approvals?ik=89220935-c225-4fcf-9eb7-547598b97a7bPayload{"state":"<JWT_HERE>","action":"ActionNewAccountSignup","challenge":"ActionRuleEngine","features":{"firstname":"Evan","lastname":"Payne","email":"evan@<my_email_address>.com","fingerprintHash":"4a7c65ea490b114675f8ee664634ebb3","sessionId":"9249bd95-7fc3-44c7-88e2-8b6a83a7cc8c"}}Response:{    "id": "42e25fda-3e40-4cc8-972b-45c20c641be2",    "done": false,    "state": "<JWT>",    "challenges": [        "Ac

We have a CLM workflow where we send out a document in draft mode, then later, send final draft.  The users keep signing the DRAFT documents.To solve this, I found the action/step to Add watermark to a document, but I could not find any way to remove that watermark.I also thought I could make a copy of the document first, then watermark it, but if the user made changes, I wouldn’t be able to get them back to the original.Does anyone know of a way to remove the watermark for a document in CLM Workflow?

Is there a way to stop Docusign from automatically sending all signers the completed version of the document after all signers are done?

I signed and sent a document. The receiver has not received it. They have also checked the spam messages. How do I resend a document to the original sender?