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 Need help in SF with Docusign integrationRequirement: Want to prepopulate some custom fields value on template, i have set these custom field values in apex(using apex toolkit) class but i am not seeing these values in pdf. Development approach: I have already installed DocuSign(Docusign Apps Launcher) managed package in salesforce and uploaded DocuSign template(word format) in DocuSign portal. I have set the custom field values in apex code, Receiver is receiving an email with attached doc but he is not seeing custom field values post complete it also. Feel free to ask any doubts/more details.I am using below code:dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(mySourceId));List<dfsle.Tab> envelopeTabs = new List<dfsle.Tab>();//Custom fields isResidentialenvelopeTabs.add(new dfsle.TextTab().withValue('ResidentialValue').withDataLabel('isResidential'));dfsle.Recipient myRecipient = dfsle.Recipient.fromSource(contact.Name,contact.Email,nu

Hi Team, We've been using a docusign demo account in our test environment for about 8 months. but we get an error when  send envelope:Error calling CreateEnvelope: {"errorCode":"ENVELOPE_ALLOWANCE_EXCEEDED","message":"The envelope allowance for the account has been exceeded."}I delete the old envelope expect to reduce the number of envelopes, but it can not work.could you please give some advice? Thanks and regards.Dong 

Hi, when I am trying to open the DocuSign for signing, there is an error, it doesn't allow me to open

I'm not sure if this is related to the recent DocuSign update, but a pop-up window appears when users try to approve the document, especially when they need to approve multiple documents. This interruption occurs frequently and can be quite disruptive. Could I check if there's a setting for the approver that would allow us to remove these pop-up windows?Thank you.   

Hi everyone,I know it is possible to send a email notification to all signers when an envelope is completed but it is possible to send a confirmation email to a signer when he has signed his part?Thanks

I want to change the logo that is being used in the top right corner of the homescreen (in the pic below all you see is a yellow torch). It seems to be pulling from the Sender Branding logo but I need it to pull from the Signing Branding. As is, it does not show up correctly. any thoughts? 

Error: Enter a valid phone number.

Hi!! I need help with my form. Apparently, the edit merged tags button is missing?! I noticed it was gone after deployment from one demo account to another. You can see I already have edited merged tags because of the tag icon, but I can’t edit new fields anymore. How do I fix that? 

I am trying to use demo of Docusign. But I have some queries about Business Pro plan:- What is maximum of envelope can be sent per month?- How to disable of sending completed signed documents to signers?- How to output format of Get documents from an envelope on have sumary and the last document with full signatures?Thanks.

I have the following signature process.Person A: SignPerson B: Sign and specify person CPerson C: Fill in and specify person D and EPerson D: SignPerson E: SignI get an error message for person C because the name and e-mail address of person D and E are required. However, this cannot be determined at the beginning.Is it possible that two or in this case three persons can still be specified afterwards?Thank you very much. 

Hello Community,I like to add additional documents (supplemantal documents) to an envelope.The situation is as follows:The document is generated in Salesforce I use an Envelope Template, created in Salesforce and available at the Docusign website, to assigne the Roles to the contacts Docusign opens In Docusign I created two additional templates one with supplement document A and one for B Docusign matches the Template for A Expected behaviour: to the uploaded document from Salesforce supplement document A is added and send also to the customer Actual: the template is matched, but the supplement document is not addedWhen I add the documents to the envelope template from Salesforce, file A and B appears. Hope someone can help me. Thanks and have a nice day,Sven

Hi, I was always able to download multiple signed documents as individual PDFs. All of a sudden when I try to download them all at once as individual PDFs, they are converting into one zip PDF document and when I try to open it in Adobe I get a message saying that the document is either unsupported or the file has been damaged. Does anyone know how to fix this as I don't want to download every single file individually as the envelopes usually contain 5 -20 signed individual documents. Thanks.

Is anyone unable to log into DocuSign today?

I have a document that I prepare that has several signatures throughout that are marked as not required and then one on the last page that is required.  The problem that occurs is that if they sign one of the non required lines it auto scrolls to the end for them to sign the required signature.  Then they have to scroll back up to where they were and then it will do the same thing again next time they sign another one of the non required fields.  How do I prevent it from auto-scrolling to the required signature field? For context the document is for the signers to review and error check and if they are ok with a section they sign and if they come across something that needs fixed they don’t.  The purpose of the required signature is so that they can’t accidentally click complete on the document before they’ve had a chance to go through the whole thing.

HiI have a use case where i can not foudn out what’s going on.My envelope is “completed”, but i can not see any signature date or Inital Here (mandatory) I was expecteing something like taht :  But i get  Any idea ?  

Ever since renewing my program, the documents while stating 100% size are sometimes very small, AND more frustrating the signature box, initial box and date boxes are miniscule and will not expand even though the option visibly appears.   this is causing documents to be rejected and to correct I have to use another program 

When I log in on my laptop instead of my desktop, I am having trouble with the document getting delivered to the recipient. Any suggestions?

Is anybody else getting an error message when they try to log in? Saying no healthy upstream

We created a template for members to complete and sign. WE have multiple corporate people who need to send out the forms from their email not through docusign. Is there a way to create a fillable PDF with signature for members to complete. Please share guidelines to do that

Hi - following on from a previous query regarding change of domain, we have a similar challenge. On 17 March, we became Hampden Bank - our new registered address is (redacted) will be our trading name and our legal name will remain as Hampden & Co plc.DocuSign will have our current details as, hence that needs to be updated.As a part of the change, our email addresses have changed i.e.************** becomes *****************We obviously need any historic docs to be saved and we need any envelopes which started life with the previous email address to still be accessible from either email address.Your guidance please. Thank you.

What is Docusign Maestro and how does it work?

Hi all,I am looking to use a formula in esignature to autocalculate the 5th day of the following month from when the user is signing the document. Has anyone done something similar in the past? Is this even possible? Thanks for the help in advance!

Is there a link to the cell formulas in Docusign?  Or are the similar to other applications like Excel?Thanks in advance!

The employee who used to take care of DocuSign bills is no longer with the company and we do not have access to her DocuSign account to check our billing information and update payment methods. Is there anyway I can take over the billing matters?

I’m a startup founder & would like to use DocuSign to share my pitch deck. I want to share a link that can be forwarded around throughout my network.  I want to be able to get the email addresses of those who open the deck.  I also want to be able to update the document without creating a new link / envelope (in case I find a typo or want to add/remove a slide).  I want this to be as simple, clean, & professional as possible.  PDF is ideal.One idea was to have the document link to a hidden google drive folder that is accessible only by link… but not sure how to make that work with DocuSign.I’ve looked at a bunch of videos, tutorials, community pages, AI help, etc & haven’t been able to figure this out. I have a very limited number of envelopes right now, so I want to nail it on my 1st shot.  Thanks for your help!!