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Hello, I’m trying to achieve the following, but with the tool I have available, this doesn’t seem possible? I would like to receive a report or have a means to follow up unsigned envelops older than 1 week that have been sent by X,Y & Z. While also being able to filter out X, Y & Z from the results.Currently we use a template in DocuSign where we fill in some data before it gets sent off to the end user. Because of this, we see ourself as a recipient in all of the reports as well.I also can’t seem to filter the results for older than 1 week, newer than 3 months or something like that. I wanted to check out workflows, but I can’t find that in the admin portal of DocuSign. I’m guessing this has something to do with licencing?  How do you guys handle this scenario? We want to do a weekly check on unsigned envelops for specific people and templates preferably by using a scheduled report.

I created a template and trying to upload so I can load the fields for the document and send.  However, docusign keeps recycling says there isn't a document to send.  Meaning the document the program say was successfully loaded isn’t loaded.  

Hi all,I have a helpdesk email set up for all sent envelopes so the consultants are not responded back to on their direct email. I have just noticed that when a consultant corrects an envelope, the history does not say who it was that corrected it. Instead it says the user who corrected the envelope was the helpdesk.Is there a way to fix this to show in the history the specific consultant who corrected the envelope, rather than assuming it is the user who first sent the envelope?The issue this may cause is if a user may go into an envelope that someone else sent, then corrects something they shouldn’t have, and we have no way to trace this correction back to that person.Thank you,David

Hey there,I’m running a demo environment before we start with the productive environment.As a start we booked the standard plan and we were wondering, if we can switch the demo environment to standard as well, so we only have the admin options (according to our plan) available.At the moment it looks like our demo environment is running on a professional plan.Can anyone help me out? Thanks a lot

Why is Docusign telling me that the ‘Recipient limit of the envelope has been exceeded’ when I have added only 7 signees? I’m on a free trial, but I can’t read from any of the Plans that the number of recipients would be a factor so I wouldn’t like to buy a plan until I know that I’ll be able to add the 7 signees with the paid plan for if that’s the issue.

Goal:I want to reflect the signing status of an Envelope in Salesforce using DocuSign Connect. The envelope is created using Salesforce Apex, and the signing status is received through a custom Salesforce REST API that is implemented with Apex.Issue:I have completed the DocuSign Connect setup, but no logs appear in the "Logs" tab, and even after completing the signing, no requests are coming to Salesforce.DocuSign Connect Settings:Listener Settings:Status: Active Connection Name: SalesforceStatusUpdate URL to publish: https://[mydomain].my.salesforce.com/services/apexrest/namespace/docusign Enable Logs: Checked Require Acknowledgement: CheckedData Format: REST v2.1 Event Message Delivery Mode: Send individual messagesTrigger Events:All checkboxes under Envelope and Recipient are checkedAssociated User/Group: All UsersIntegration and Security Settings:Include OAuth: CheckedOAuth 2.0 Settings:Enable OAuth: Checked Client ID: Configured Client Secret: Configured Authorization Server URL:

It seems Rooms has disappeared from my drop down. I tried rooms.docusign.com and  I get Page not found, Looks like the content no longer exists. Can anyone help me please

I have been using DocuSign for 3 years and I lost all the documents. How can I retrieve all the completed documents ?

I am utilizing a Power Apps cloud flow to send out a single document/envelope to 2 separate recipients, with a separate signature tab for each. I am looking for a way to trigger a flow when one of the individuals sign, but before the envelope is ‘completed’ and update a record in Dynamics365 with a status that recipient1 has signed, and recipient2 is still pending signature. Upon review of the available triggers, I see one for envelope-completed but this is for after both signatures would have been received.Is this possible using the out of the box connector?

At our organization, we have two separate DocuSign accounts (different admins, different software versions) but we exist on the same server so we can transfer users across if they transfer from one work area to another.One work area (eSignature Account A) wants to leverage SharePoint connector for their work in our organization’s enterprise SharePoint solution.  Everyone uses this enterprise SharePoint environment regardless of which DocuSign account for eSignatures they use.Can the connector’s environment be configured for the organization versus one or the other of our eSignature accounts? If a client of eSignature Account B for example asks to leverage the DocuSign connector, can it work for them knowing eSignature Account A is already set-up to use the DocuSign connector?The goal is to configure DocuSign connector for SharePoint’s environment once for anyone in either DocuSign accounts to leverage.  There is a good chance I misunderstand but I have the impression the environment is

I couldn’t help notice that currently there is no option to specify the time of day envelope reminders are sent to recipients. Is there any way to change and specify the exact time reminders are sent?Currently, reminders are sent near midnight/1am local time, depending on time zone and whether it is daylight savings time or not.It would be an extremely helpful feature to specify the time of day reminders are sent, to help sales teams control the time reminders are sent to prospects for signature to maximize their chance of success. 

Hello,is there a possibility to create a STAMP in Docusign without upolad the image? I found these work instruction but it seems that there is the only way to using a stamp in Docusign: upload the imagethank you

Hello everyone!Public RFPs in the EU often require our offer submissions be signed using XAdES, CAdES or PAdES signatures. When using DocuSign as a normal, typical, subscribed user : what format am I using? Is it one of the 3 ? Or should I purchase additional solutions to be able to sign with one of these 3 formats? I coudn’t find clear information on this on the Help page.(To clarify : I need to sign the documents that I submit to the RFP, it’s not about signing a document that is submitted to me by someone else. So, how do I sign in XAdES, CAdES or PAdES?)Thanks for any help!

When using the DocuSign frame on documents, are the number below the signature randomly assigned? For example, if I sign numerous documents - will the numbers below my name at the bottom of the frame always be the same? Or do they change from document to document?Please see below (the identifying signature has been removed) 

The document looks fine on my end. My client sent a screenshot of what the document looks like. All the words look like one long sentence. No spaces. What do I need to do to fix this?

If I send someone a docusign to sign, does it automatically show the date? If they print the docusign as a pdf, does the date show? Or is it all dateless?

We currently have our DocuSign connected to our MeridianLink platform to send out documents via MeridianLink for new account opening and loan documents, etc to be signed electronically. When these documents are sent out, is there a way to set up expiration timeframes and reminder frequency on the DocuSign side, or would this all be controlled through MeridianLink? 

We signed a contract a couple days ago and we have a question and the sales rep has now ghosted us and does not return any emails. I can’t find a support phone number to call. Can anyone help us get in touch with someone at this company that will assist us with our question. I’m very concerned that the moment we signed a contract, we find it impossible to get any assistance.

Hi There,I just wanted to ask is it possible or how do I set up my DocuSign that I get an email each time someone has signed their part? I don't seem to be getting emails letting me know someone has signed until the last person signs. I used to get a message each time a person had signed.Thanks,Gary

Hello,I would like to disable the ability to download the Certificate of Completion from DocuSign account.Please note that I am not referring to the CoC attached to completion emails. I mean the ability to download it for the signers.The reason why I want to do this is that the CoC includes information such as the email address of the signers; in our context, we send envelopes to two counterparts and we do not want that they see each other’s email addresses.Thanks,Gianfranco

If I am trying to create or modify an envelope template in from Salesforce and get to the “Place Fields”I then receive the following error:  Content was blocked and it says contact the owner of the website. As anything else out the DocuSign part works in Salesforce I can only imagine it happen during accessing DocuSign sites. I already tried different settings in Chrome / Edge / Firefox but still getting the same error.  Any support would be highly appreciated. 

Hello everyone!, Is anyone here familiar with the variable type “ID List”? I am wondering on what’s the use of this type of variable and where is it used often. Thank you!  

Hi Team, could you kindly advise whether there is an option to send notification email to all signatories or specific signatories i.e. not just to those who are pending with signature? Looking forward to your response. Thanks!

hello. i need to change some email addresses that i use each week. by that i mean, i send iout the same things every week to approx. 45 people. some people have changed their addresses but i can’t find an option to edit email addresses that i have stored in docusign that self populate when i out peoples names in.i’m losing my mind having to re-enter addresses every week for people who have changed their email addresses. thanks garnet

I have a template created with the documents that require signatures. I am looking to see if there is a way to allow the recipient of the envelope to submit a copy of their Driver’s License and proof of insurance within the same emailed envelope?