Solved

Hi All,Relatively new to Docusign and quite able to do the basics.  However, we are trying to build a workflow type process (for example) where when certain documents are signed, another file would automatically load for signature and sent. Does anyone have any insight to where I can go (forums, videos, etc.) on this site to learn more about features like this in Docusign?Thanking you all in advance!

Use Case:  have parents sign permission slips for scout camp.  Some families have more than one child going to scout campProblem:  I uploaded the permission slip and created a template.  I created an envelope for each family.  For families with more than one child going, I added more than one copy of the template to the envelope and renamed the file for each child.  When parents are going in to fill out the permission slip, data filled into the first form is auto populated in the second form. For example:  A family has two children going to camp and they have two permission slips in their envelope.  When filling out the first name field on the first permission slip, the same name is auto populating on the second permission slip.  How can each document in an envelope be treated as a completely separate document?

How can I get a count of the number of contracts by signer for my organization?

I am reaching out to enquire about the following in relation to your service that has arisen from our Business Continuity and Operations Risk Lead: Whether single sign on (SSO) is available, and if so, could you please advise on the steps required to proceed with implementation? Whether Two Factor Authentication (2FA) is available in the absence of SSO, and if so, the procedure for enabling it. Your clarification on the above would be greatly appreciated, as it will allow us to update our records accordingly.

 When the document is completed, you will receive the contracted document and the completion certificate in separate files by email. Is it possible to unify the files (approved document and completion certificate) into a single PDF when you receive the completion email?

Hi DocuSign Support Team (if any real human is still reading this),I’m beyond frustrated at this point.I signed up for a one-year paid plan, and within less than 24 hours, I realized I didn’t need it and immediately requested a refund. I opened a case right away — only to find that every single time, my case was automatically closed without explanation.Now it’s been over a month, and my plan has disappeared from my account. I no longer have access to any paid features, and even worse, I can’t even open a new support case because it says “only paid plans can open a case.” How is this even fair?Let me break this down: I canceled the plan within 1 day, which should be well within refund policy. I never used any of the features — literally zero usage. I’ve tried to reach out multiple times, and every time the system just closes my case. Now I’m being told by your useless chatbot to “open a case”… which I can’t do because I’m no longer on a paid plan. This is a ridiculous loop with no

I am trying to sign a job offer and when I click on Review documents I keep getting the error :Warning System Error: Your DocuSign request cannot be processed at this time.Click the 'Back' button to return to your DocuSign session. If you continue to receivethis error, please visit our Support Center.Error Time: 7/26/2024 4:48:14 PM (32928959-bb08-48dc-a3c9-8e84779df33a)  I cannot find any information in regards to this.

Dear All,the questions is what does the “*” refer to? I think to the Electronic Record and Signature Disclosure, but I’m not sure and a manager of our company asked me this question. Thank you - Joel 

I have 2 developer accounts.The first account can reach 5 participants, but the second account can only reach 3.I have created a flow in power automate, and have added approximately 4 recipients, but why is there a Bad Request that is The recipient limit on the envelope has been exceededcan anyone help me

At the time of upgrading my plan, I was charged twice instead of just once – as clearly shown in the attached image.Please review and resolve this issue as soon as possible.My account: Account No. *******Thank you.

I am in HR and used the webform last year for people to fill out peripheral evaluations. If you don't know what those are, it’s an opportunity for an employee to essentially get references on behalf of their supervisor before the supervisor writes their yearly evaluation. What ended up happening is all the forms were filled out and I was responsible for routing the completed form to the correct supervisor. I am wondering if there is a way for the person filling out the webform to provide an email address on the form and that provided email address would end up being a recipient of the document at the end. 

I’ve created a template, and I want the document name to change based on the name of one of the signers (who has a role). Is that possible?

Hey all, I have created a flow that is supposed to update the respective envelope status in a SharePoint list and add the signed document to the line at the end. Unfortunately, the trigger does not work because I do not seem to have the necessary permissions. Can you tell me exactly what admin permissions need to be set so that I can use the trigger?thanks in advanceBest, Jana

Hello DocuSign Community,I am experiencing an unexpected issue with a document I created for signing by two parties.Here's a breakdown of the situation:I created a contract and correctly placed signature anchors for both Party A (myself) and Party B (the other signer). I double-checked to ensure each signature field was assigned to the correct party. Party B successfully signed the document in their designated area, and I received confirmation that their portion was completed. When I (Party A) go to sign my designated field, DocuSign is also requiring me to sign in Party B's designated field, even though Party B has already completed their signature. This means I am being prompted to sign in two places, one for myself and one that Party B has already signed.This behavior is incorrect, as Party B has already executed their portion of the contract, and I should only be required to sign in my own designated area.Has anyone else encountered this problem, or does anyone have insight into wh

Since the DocuSign update, I can no longer see the documents I sent in the last 6 months when searching for specific cases.The default setting is supposed to list documents from the past 6 months, but it’s not working. It was functioning correctly in the previous version.As a result, I now have to manually select the ‘All time’ filter every time I try to find specific cases—even if they were sent just yesterday.Can anyone help identify the cause of this issue? 

OK, this is rather frustrating. Love the UI and usability of Docusign, seems really simple. Now, I can gurantee (im a designer) my pdf and images are all high print quality, so nout to do with poor images. The pdf is absolutely fine outside of Docusign. However, when the customer received the pdf to sign, it massively degrages the images and look awful - to the point where I couldnt use Docusign for that reason alone. Why does it does this, anyone else experiencing this and is there anything i can do so that Docusign doesnt butcher the hours of branded material put together? It’s an 9mb document.  P.S/ Ad0be S1gn doesnt do this or degrade the pdf quality...come on Docusign. Please help.Thanks,David

Hello,I'm trying to complete the identity verification step to sign a document, but I’m facing an issue with the documents I provided:  My national ID card was issued in December 2024, but it's still the old version, as the new electronic version only started being issued in my city last month. The system seems to reject my ID because it doesn’t match the new version expected by DocuSign. My passport is also new (issued in December 2024) but it’s being rejected as well, because the system only accepts the old 2019 version. My driver’s license is not accepted for identity verification either. Because of this, I’m unable to verify my identity and sign the document.Is there any alternative way to complete the verification?Thank you in advance!

Does anyone know if there is a way to test the Custom Email Domain feature without doing it in Prod?I have a Developer Demo account, and looking around, I’m not see a way to test it.Our Prod has a lot of integrations, so I’m trying not to enable the Custom Email Domain feature without being able to test how it look.

I have an envelope with 10 recipients. 6 have signed. 4 not. One of the ones “not signed” asks to receive an reminder email with the link. Can I do that (and not send to the other three)?

Hello,How can I schedule an export in Retrieve?I have scheduled an export, but for some reason, the status did not change to 'scheduled.  

We are using CLM to send around contracts. We have a workflow for this so all contracts end up in proper folders, etc. What I have noticed is that from CLM you can not go to a folder to look at a contract and download the CoC. Now the user needs to go to eSignature and hope to find the document (residing in CLM) to retrieve it. This also means that other users that are authorized to look at a contract can not download the CoC as they can’t find it in eSignature. Can’t it also be made an option in CLM?

My trial account for DocuSign Rooms expired, and I need access to documents that were stored there. Please help.

I’ve tried contacting support via chat on the website, but I am unable to contact anyone. The bot on the site is unhelpful & the prompts are not guessing what my question is anywhere close to correctly. They offer numbered options & when I select a number, the chatbot automatically closes the chat so I have to start back from square one. I had to keep going around a loop of answering the questions & getting links to unhelpful resources that did not get me to anything to help me self serve.

I want to implement the ID verification flow in the e-signature process. The goal is:When the user clicks on "Sign Document", the system should first verify the user's identity. The user will need to upload their ID, and DocuSign will verify its validity.If the ID is valid, the user can then proceed to sign the document.Could you please define the steps required to implement this flow? Also, if there is any official documentation or reference available, please share it so I can follow the proper implementation.Additionally, I would like to know which DocuSign plan (Personal, Standard, or Business) includes ID Verification functionality.Thank you!

Hi, I was doing just finding creating templates and sending envelopes. However, today an error appears as I try a create a template. The same error appears when I try and send an envelope. I am account admin as well as two of my employees and they are getting the same errors. Im not sure how I could do it before and not now?