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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?  

A user in our org has been using Docusign outside of our workspace. Upon a recent login, it signed them in via our SSO/SAML. All previous documents lost. Attempted to “switch accounts” and keeps sending us to our own workspace. Is there a way they can login (non-federated) to access it and retrieve?

I am wondering why i am still being billed months after unsubscribing. If this problem is not fixed and I am refunded I will get a lawyer.

Hi TeamI had a checkbox on my template which was visible until yesterday and suddenly it is not showing up on the template today. Nothing has been changed. Please advise.

Hi everyone, I’d like to know if anyone has had a similar issue and had it resolved. I signed up the $300 per year plan. I just received an email saying my ‘free trial’ had ended and I see I was charged $2500 a month ago and now $300 on top of that. The website says to open a ‘support case’ however when I tried it wouldn’t let me log in to the Docusign Support page. I can’t find anyway to contact someone by email or phone. I feel like I’ve been scammed. Has anyone had a similar experience and been able to get a refund?  Docusign- feel free to chime in here and help me out!

I am writing to request assistance with downloading the Environmental Savings report generated by DocuSign. Could you please let me know if this report is available on the Admin Dashboard or through the Advanced Reports feature (but I didn’t find)?Thank you for your help and assistance.Sincerely,

Hi, I am trialling docusign and need to send a digitally signed doc to a service provider. I have attached my signature to a form and sent it but it does not seem to have an attached certificate of completion to validate it. what am I doing wrong?

Having recently upgraded to an annual Basic API package, I have sent ONE envelope. Trying to send any more results in ‘Envelopes Exceeded’ message and a block to send.I have raised the matter with DocuSign Support who confirm that this is a known issue - and yet no one has fixed it.So, having taken £492 to give me 40 envelopes per month for a12 months, I have managed to send a single envelope and now cannot send again.If this is a known issue, then presumably the fix has been provided before.Meantime, I’m stuck, unable to send whilst paying DocuSign for precisely nothing.Support persist in thanking me for my patience, explaining that they understand my frustrations.Has anyone any ideas what I can do here or a contact number of someone senior within DocuSign who actually cares about rectifying a problem?Thanks.

For the last few weeks, after I’ve specified recipients for document I’ve uploaded and then go to the page for specifying signatures (ie who signs where), all the signature blocks have been specified with one signature, rather than letting me specify the correct ones.  Yes, I can delete the erroneous ones, but I shouldn’t have to, and inevitably one day I’ll forget to and a doc will go out with the incorrect signatures specified.Any suggestions?Thanks

Hi All,I am implementing Workflow Builder (formerly Maestro) Workflow and it throws errors for various reasons, but error descriptions are not developer friendly to fix those errors easily. For e,g mentioned below error { "name": "Execute_eSign_Scope_47ac200c-b553-4ad9-a1bc-d55afa5d28b4", "startTime": "2025-06-06T19:30:13.7287018Z", "endTime": "2025-06-06T19:30:15.4834359Z", "code": "BadRequest", "status": "Failed", "apiError": { "message": "Error creating envelope for the Esign scope", "internalErrorCode": "ERR_10999", "internalTraceId": "047e235f919f7c23850e780df4eb6b0b", "apiError": "{\"errorCode\":\"UNSPECIFIED_ERROR\",\"message\":\"Object reference not set to an instance of an object.\"}" -- This error does not tell me what is missing to pass into workflow for e.g. whether I am missing to pass any recipient details, or mandatory fields info, then what mandatory field is throwing this error. Without knowing exact errors, it is very difficult to fix quickly, it bec

I have a Regex validation expression to validate phone numbers.  2 questions: 1.  Can I add the substitution code to format the results? For example Phone number validation ^\\(?([0-9]{3})\\)?[-.●]?([0-9]{3})[-.●]?([0-9]{4})$ want to add replace ($1) $2-$3 to format the validated numbers. 2.  Would the field be text or number?

Hello,I have a bulk send template that has worked multiple times, but today, the documents sent didn’t add the imported data to the fields, so a bunch of recipients received blank documents. I double-checked the recipient list, and there is data with no flagged errors.  I was able to send a different template earlier today without an issue, so I'm not sure if it's just a fluke? Thanks!

ID # ********* Refund Request - I should not be charged $769.05 for a Freemium Account  please refund immediately. A credit card dispute will be the next step to resolve.  Why is there no other way to request a refund in-app or creating a ticket.   Why is this the only avenue to connect with support?   

Hi, I have the following problem. Can documents be sent encrypted in DocuSign so that someone with read permission in Outlook cannot see/read these documents? The access code only prevents this in the first step, but once everyone has signed, the documents are sent to all participants and the person with read permission in Outlook can view the documents.BGPhilip 

Apologies--I’m a newbie to DocuSign! I was introduced to the platform as Salesforce Admin when DocuSign was added to my responsibilities after a colleague departed the organization. Of course! My company already has a workflow that kicks off during document generation and tasks are generated. And the Tasks have various Statuses, including "Awaiting Billing Start Date." I received a business requirement to trigger an email to the User that completed Document Generation when the following criteria is met:Task Status equals "Awaiting Billing Start Date" AND Days Since Status set to "Awaiting Billing Start Date" equals 30 (Days Since Status is not a current field or variable) AND Trigger an email to SumbittedBy.Email every 30 days that the Task Status is still "Awaiting Billing Start Date"

I am trying to void an envelope using the DocuSign REST API. I used the API Explorer provided in the DocuSign Developer Portal.Here is what I did:✅ API endpoint:PUT /v2.1/accounts/{accountId}/envelopes/{envelopeId}✅ Request body I used (in API Explorer):{ "status": "voided", "voidedReason": "No longer needed" } ✅ The response I get back:{ "envelopeId": "e811fcff-e313-4234-a755-09d394729536" } Notice — there is no "status": "voided" returned in the response.✅ When I run GET /envelopes/{envelopeId} afterwards, the envelope still shows status "sent" (not "voided").✅ I can still access the signing link and sign the envelope.What I have tried: Confirmed that I used the correct accountId and envelopeId Using API Explorer, so OAuth and headers are handled Provided valid voidedReason and "status": "voided" in body Tried multiple times — same result Question: Why is my envelope not being voided even though I am calling the correct endpoint? Is this an issue with API Explorer or somethin

Does anyone know if the folder security that is set up during the workflow configuration follows the folder when you move it?  I don’t think it does but would like to have it do so.  Is there a way to keep the security settings on a folder no matter where it is moved?Thanks.

I’m reaching out to ask if it’s possible to merge two DocuSign accounts. Our brokerage recently set up a new account using a different email address, as the original account (associated with Gmail) is no longer allowing us to access Rooms.Is there a way to transfer all documents from the old Gmail account to the new one? Also, what steps can I take to regain access to the original account?Thank you for your help!

I hope everyone is doing well.In the below doc gen form, I have mandatory and option signatories. Optional signatories will only update initials when applicable, however mandatory signatories have signatures, dates etc. I have put the optional signatories as 1st and 2nd in signing order as they will review before the actual signatories sign, however when optional reviewers are not applicable, they are replaced by mandatory signatories in the signing order. As a result, mandatory signatories are only able to update initials. Please advise how can I avoid this. Screenshots below from doc gen, workflow Send for Signature step and template. 

My employer utilizes Docusign and I have recently become an administrator to the account. The previous administrator quit her job suddenly and left a lot of issues unaddressed. I removed various ex-employee users from our account, added new users, and updated our auto-pay payment information. When our subscription renewal via auto-pay went through, I downloaded the invoice for our records. I found that the invoice lists two people as contacts -- both these people are ex-employees. I cannot find any information as to how to correct this situation -- delete these two names and put in new names. My employer is a non-profit and gets audited on a recurring basis, so I need to correct this mistake. Thank you for any and all assistance.