Solved

 After we made the updates to the Resource file we notice this ,  the Document is loading with the header however when we click on Continue the header is disappearing.  I have posted both screenshots. Any idea why this is happening.    We not sure why this is happening. Regards

As per the older posts I have tried to locate the "My Preferences" tab and the "Contacts" tab of which i have neither anywhere on my profile, even when clicking my account icon. The only way i can see my contacts is when I click on the address book icon when inserting the name of the addressee. However when I click on this, I am unable to edit the contacts information. I am at a loss and I do not understand how something which should be incredibly simple is turning out to be such a difficult task.

Hi All, We use DocuSign for Salesforce to send out the documents for E-Signature, that being said, when we send out a template, I have an optional text field A, I also have a checkbox B, so my scenario is whenever the checkbox B is checked the optional text box A should be made required or else it should be optional.  Any suggestions will be appreciated, thanks in advance.!!

Our Envelope recipient has a back-office group email address. Whomever receives the email will sign. As it is a group address with a lot of individual turnover, we dont know the specific signer in advance. Depends who is working that day. Thus, when add the group email address as a recipeint, we dont have a name go with it. How we accomodate for this in a template? 

Hi All,I have run into an issue and wanted to see if the community can provide some guidance.how do I confirm that a Docusign was signed by my partner and not me? We share the same email address and the signature is done under our company’s name?we do have different laptops. 

I need to close a number of accounts for people who have left the company.From the help docs I am supposed to select Close users from the dropdown menu under Bulk actions. I am an admin, but the option is not there (see screencap below).Is there another screen I should be on? Thanks in Advance - Robert

Hello, I am new to DocuSign but I have followed all the steps and watched videos. I have a PDF with already fillable signature fields and when I try to send it through DocuSign I can't. I get the message "unable to load envelope" or something very similar and when I tried to save a draft it wouldn't let me. I'm running out of options as I do animal rescue and need Adoption Agreements filled out and signed prior to adoption but I have been unable to send a single PDF through DocuSign where it was returned signed. Having to piecemeal everything is very time consuming and frustrating. Has anyone else encountered this problem? I don't know what I'm doing wrong. I have a fillable PDF and simply emailing it to a recipient sometimes works but if we have issues (which we do) I'd like a definite system so all the adopters can fill out and sign without their having DocuSign on their phone. It's very aggravating paying for a product that doesn't work. Maybe it's me. Who knows. Thank you for any a

Hi community...I am assessing the risk of sending documents as attachments (as opposed to the embedded link solution / option). I appreciate this is way more risky but have some basic questions I need help with before I engage with my DPO!! From my analysis / research...my understanding is that emails sent to a recipient are transmitted via HTTPS utilising TLS 1.3 (or lower, depending on the recipients end point capability) so as to prevent interception by a bad actor en route...but once that email has landed in the recipients email account - that’s where the risk lies as if that email account is hacked, the data contained within the .PDF is unencrypted (so whoever gains unauthorised access to that account, can freely access and ‘see’ the personal data contained within)...is that correct Please?

Hello! Is there a setting where an admin can control envelope expiration dates for all their users? Instead of having their users all do it individually? Thanks in advance! 

Hi community, I am struggling with the following matter:We purchased DocuSign eSignature (no Document Generation).Use CaseOn the Quote record, we generate files (output is either .docx or .pdf) via CPQ Template. In our DocuSign Envelope Template (dfsle__EnvelopeConfiguration__c), we want to add merge fields to these generated files. The documentation from the legacy solution suggests using AutoPlace Fields (also called anchor tags) in our template content (e.g., \s1\ for Signer 1). This solution is not viable for us as it is a legacy feature. I have been trying to find an alternative solution for this matter in the documentation but unfortunately without success. Can anyone help? Thanks. Screenshot 1: Document from Salesforce record (Place Fields step is missing)Screenshot 2: Document from upload (Place Fields step appeared) it regards placing merge fields on a dynamically generated file related to a Salesforce record, in a Docusign Envelope Template record https://www.loom.com/share/0

does anyone know an actual phone number or email to reach sales or support? 

I am trying to input a Regex Pattern to a text field so it will date 1 day after another date field. I am using the Custom Validation and the pattern I am using is: AddDays([Expiration_Date],1).Expiration_Date is the name of the field that has the date I am trying to get this text field to date 1 day after. I do not have full Devloper/Formula access and wonder if a simple Regex pattern will not suffice for this instance. I am a novice and very new at this and would be greatful for any assistace. I would be wiling to ask my orginization to get formula or developer access if it would assist. 

While signing a We form in Dev environment, testers are presented with this error “Unable to load CAPTCHA verification. Please refresh this page”. Can anyone please suggest, how this can be corrected. Thanks  

Recently started using Web Forms and after created the fields and went to view template connections I didn’t see the mapped fields. how can I fix that and what caused this issue? 

I’m no regex expert but I’ve managed to fudge together what I thought would be a functional check for whether a form filler is trying to use new line characters in text fields. My regex is:(?<=[^\r\n])\R(?=[^\r\n])It looks like it should work: But when I implemented the regex in my web form entering anything in the field results in the input failing the validation check: What am I missing? Do web forms use new line characters as part of the field? Why would a single word with no spaces or anything match my pattern?

For example, we currently have Signer A, then recipient who receives a copy, then Signer B. After Signer A signs the document, recipient who receives a copy will get an email notification that Signer A has signed along with a link to view the document in DocuSign, but will not receive a copy of the document as an attachment in that email notification. Recipient who receives a copy will only get a copy of the document as an attachment in an email notification after both Signer A and Signer B signs. We would like for recipient who receives a copy to get a copy of the document as an attachment in all of the email notifications they receive during the signing process and not just at the end after everyone has signed. Thank you.

Could not generate document "test demo on prod": [146] Failed to get SF Access Token with error code BadRequest and error message {"error":"invalid_grant","error_description":"expired access/refresh token"} 

Hello,I am trying to implement the Focused view for embedded signing in my application. While I can complete the signing process in one shot, there are cases where I would like to reload the iFrame, i.e., call DocuSign.signing again with the same URL and resume my session as it was. Is this possible?Currently, when I try to reload the iFrame, I see a loading page and a document with the URL chrome-error://chromewebdata/ instead of https://demo.docusign.net/Signing/?insession=1&ti=<id>. I also see the console error :Refused to frame 'return_url' because it violates the following Content Security Policy directive: "frame-src 'self' https://docucdn-a.akamaihd.net/ https://apps-d.docusign.com https://demo.docusign.net https://account-d.docusign.com https://proof-d.docusign.net https://identity-d.docusign.net https://azure-demo.docusign.com https://content.googleapis.com https://docs.google.com https://players.brightcove.net https://www.youtube.com https://accounts.google.com http

If someone has rejected halfway through the signing process, due to incorrect information, how do we edit the document to resend?

Hi I need to get info about logged user within oAuth 2.0 flow, no with getUserInfo endpoint.I can't use scope 'openid'.Is there any way to retrieve id of admin who claims consent? BR

I'm still learning the ropes of DocuSign, and trying to adapt some PDF forms to DocuSign, to make it easier for all parties involved.  The documents are not ours, so we cannot alter those and must work around how they have the document set up. The solution to my problem is simple, but I'm not sure how to get the solution.  I need the red borders removed for Radio buttons because several questions are a 'choose 1' scenario.  The red boxes surrounding the button overlap each other and it looks very messy from the signer's point-of-view. Everything I've read says this is not possible, but I just find that hard to believe, it's just too simple and I can't be the only one in this situation. Thank you for any help!

Does the Finish Later save the information put in without clicking the finish tab? There is no Save and Finish Later option

Hi All, About the new version to Integration with M-Files, I have a problem with authenticate the user ID on M-Files Admin, I added the correct user and password, but appears an error with password or ID. Somebody know if is a API problem ?

I am using a template created with DocuSign Apps Launcher for Salesforce.  The recipients are dynamic and have contact records in Salesforce.  The template is referencing an object that has a lookup to the contact in Salesforce.  The Salesforce default email address is in a standard field called Email and the template uses that email address for the send.Is it possible to set the field that the template references to a field other than the standard Email field in Salesforce?Thanks for your help!Scott

In the case where documents are sent to Receiver1 and Receiver2 (signing order) for completion and signature, if Receiver1 fills out, signs, and submits the documents, can Receiver1 still edit the text after submission if Receiver2 has been notified to sign and has opened the documents but has not yet signed and submitted them?