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Hi, I have created a Docusign Envelope Template (dfsle__EnvelopeConfiguration__c) with name “Opportunity Document”. I also used Docusign Salesforce Apex Toolkit to send the Email and adjust the email subject and email message dynamically. However, the email subject is not being overwritten by the code.Relevant Apex Code:Id mySourceId = opportunityId_i; // Opportunity ID// Create an empty envelope.dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(mySourceId)); // Use a Salesforce Contact ID as a RecipientContact myContact = opportunityIdToContactIdMap.get(opportunityId_i);// Use the Recipient.fromSource method to create the Recipientdfsle.Recipient myRecipient = dfsle.Recipient.fromSource( myContact.Name, // Recipient name myContact.Email, // Recipient email null, //Optional phone number 'Signer', //Role Name. Specify the exact role name from template new dfsle.Entity(myContact.Id)); // Add Recipient to the EnvelopemyEnvelope = myEnvelope.withRecipients

I have seen lot of questions around this like 1 year ago (some 6 months ago), but just want to check if that’s still not possible.I have requirement to send envelope as(Sender/From) different users/email addresses (changes dynamically based on certain conditions) and do not want sender to appear as user who makes the power automate connection.Is this possible? or still limitation?

We have a requirement to send a document using the "Email Document" step to the same recipient used in the "Review and Send for Signature" step. However, we’re unable to retrieve the recipient details during runtime, as the step doesn’t provide any useful output. Additionally, we can't predefine the recipient to use a common variable across both steps.Is there a way to dynamically access the recipient information—perhaps using XPath or a system variable—so it can be reused in the "Email Document" step?

The envelope was to be signed by two clients and an adviser from our company. The clients have signed but the adviser is now on holiday for two weeks. I want to change the third signatory to an adviser that is in the office and can DocuSign. Will making this correction resend the envelope to the clients to re-sign?

Good morning,I noticed that the shared envelopes module are being updated.I’m unable to remove a user from a shared envelope that was configured before DocuSign team updated this module.I followed the new instructions (please see below), but the use does not display in this list and still displaying in the previous list (where the users who belongs to my shared folder displays)I also want to keep the user in the same organization as he has other envelopes that he is responsible for.Any ideas on how to resolve this issue? View or Remove Shared Access with a UserLast updated: Jul 26, 20251 min readTagsDocusign eSignatureAs an administrator, you can view and manage the shared access with a specific user. The Shared with [User Name] page shows the list of users that the current user shares access to their envelopes.From the Accounts view, select Users. Locate the user that you want to manage sharing settings for, and select Actions > Manage Shared Access. Select Shared with [User Name].

Can someone show me a screen shot of anchor text for a document for Workday Intergration Please?

Hi everyone,I have a question about creating Web Forms. Is it possible to use variables in the Welcome page text?For example, in Maestro I have a variable that stores the candidate’s name in candidateName. I’d like to display that value directly in the welcome message.I tried using the same variable syntax that works in CLM (<%#Variable.candidateName%>), but it doesn’t work in Web Forms.Is there a supported way to insert field values or variables into the welcome page content?Thanks in advance! 

Hallo,wir haben in unserem Unternehmen folgende Situation:Unser Geschäftsführer besitzt zwei DocuSign-Konten mit derselben E-Mail-Adresse ein älteres NA4-Konto (Nordamerika) ein neues EU-Konto (Standardkonto, soll künftig genutzt werden) Das NA4-Konto soll bestehen bleiben, Umschläge sollen jedoch zukünftig ausschließlich auf das EU-Konto zugestellt werden. Hat jemand schon Erfahrung damit gemacht, ob nun alle Umschläge (auch wenn diese von einem NA4-Server Konto an meinen Geschäftsführer gesendet werden) wirklich ausschließlich an das neue EU-Konto kommen? Oder kommt es vor, dass sich Umschläge an das NA4-Konto ‘verirren’? Vielen Dank im Voraus! _______________________________________________________________________________________Hello,We have the following situation in our company:Our managing director has two DocuSign accounts with the same email addressan older NA4 account (North America) a new EU account (standard account, to be used in the future)The NA4 account is to remain i

I want to update hundred plus users as closed.I did an export of the users, updated the status, and tried to do the bulk update.I got the error that I need the APIusername, however, I cannot see where in the user download I can get this field. Can anyone help please? 

Hello everyone, Is a envelope used when using the “Sign document” function, and are there any costs associated with this (even in the long term)? 

Hey, how can I see statistics on how many reminders has been sent per envelope per UserID? Thanks already in advance

I am the only person on a personal account that I used for business. I no longer have access to the email address and now can not complete the 2FA to access my account. I also can not access the account to place a support ticket! How do I access MY account without this. Based on previous responses I see the answer is I can’t and if that is the case, how do I cancel my account since I can’t use it, but have paid for it!?

Is there a way to see the history on when reminders have been sent out  per envelope

Hi DocuSign Community,I’ve searched the forum and FAQs but seems couldn’t find a clear answer.I plan to purchase an additional 100 envelopes halfway through my billing period (around 6 months left until renewal) and will be charged a prorated fee for this purchase.My question is: will the envelope quantity itself also be prorated, or will I still receive the full 100 envelopes for the remaining term?Thanks in advance! 

Hi,I have a signing group of 4 people and two of them have to sign each document I send. How to I make it the easiest way possible? 

When installing PKI Docusign, the platform still does not identify the presence of the software on the machine. And I also tried to sign using the alternative method you have on your website, I have suppliers who send me contracts to sign from docusign. Is there anything that can be done to solve my problem?

I had three required signers, all have signed but the status for the “receives a copy” recipient is still “waiting” how do I get them the document?  

Dear DocuSign Support,I would like to ask about the possibilities of automating the process of filling in DocuSign templates using data from an Excel file.Currently, I need to manually enter recipient details and custom fields for each document. To speed up the workflow, I would like to know: Does DocuSign support bulk sending where recipient and field data can be imported directly from an Excel (or CSV) file? If so, could you provide guidance or documentation on how to configure the template fields so that they map correctly to the Excel/CSV columns? Is it possible upload csv file to power forms for instance? Thank you in advance for your help!Best regards,Altana

Hello - on a prior/older version of a template that is accessed through a powerform, the person accessing the form is prompted to input their name/email (which is used to notify them to sign if they stop halfway through).A new version of the form, I created and matched the settings on it to the prior version. But the user is no longer prompted to enter their name/email. They are prompted to acknowledge the validity of esignatures, and at the end of the signature process they can download a copy of the signed document, but the signer’s esignature is not being collected. I want that, and hoping someone can point me to the right place. Thank you in advance.

I’ve placed the anchor tags for my document in a 3 column table.  The first cell has anchor tag \c1\ for recording a Text Tab value for signer’s company, the second cell has anchor tag \n1\ for recording the signer’s full name, and the last cell has anchor tag \s1\ for recording the signature.The problem is that the displayed value for the anchor tags are not wrapping within the cells of the table.  So if the company names or signer’s names are long, they run into the values of the other cells causing the text to overlap.  Is there a way to force the injected text to wrap in the cell and respect the layout where the anchor tag is defined? I’ve tried to specify the “width” property to 100 and “anchorUnits” property to “pixels” (also tried “inches”), but it doesn’t seem to affect anything:"recipients": {    …    "signers": [      {       ...        “Name”: “Sample Name”        "tabs": {          "signHereTabs": [            {              "anchorString": "\s1\",              "anchorUnits

Hi everyone,I had a few queries around the Template matching and general restrictions which can be applied to users. The users are Bank Staff sending out confidential and critical onboarding/contract documents to customers for their signatures.Can we prevent users from sending out envelopes with uploaded documents where the document has not been template matched, as-in a hard block? We’ve experimented with the Sending settings feature - “Require a template for all envelopes sent from this account”; however, bankers can still get around this by selecting ‘Advanced edit’ and adding additional documents to the envelope canvas which are not template matched, before sending them out.Is there any setting which blocks the ‘Send’ option when a document has not been Auto-template matched. For example, a banker has uploaded a document and it's not auto-template matched for legit reasons, can we prevent the banker user from sending out that envelope?Would love to receive feedback and options on h

Got the notice of the move to Azure and wanted to double check that since we are using Workday’s prebuilt integration to eSigniture, Workday will be handling any required changes.

Hi Team, Would like to check the docusign agreements sent by my colleagues. I am Docusign admin but unable to see their envelopes especially those teams members are not with our company at this point. But we would like to see the historical docusign records of other colleaguesRequesting inputs pleaseThanks

Received this email with subject line:Important Update - Docusign Transactions Moving to Microsoft Azure, Action May be Required We currently have our Docusign integrated with Oracle NetSuite (SuitePeople) for our HR Onboarding. Is any action required on my end?

Hi, I am using the C# eSign SDK and am trying to allow users to open a sender view for envelopes that they are not the sender on, but have been granted shared access to. i.e. User A creates a draft envelope and User B opens the sender view for that envelope.The documentation says I need to attach a header ( X-DocuSign-Act-On-Behalf) with the principal user id (User A’s id) as the value in order to act on their behalf.Here’s what I am doing generally in my code (language is Visual Basic). I am using the agent user’s (User B) access token and base uri:DSClient = New DocuSignClient(baseUri & "/restapi")DSClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " & accessToken)DSClient.Configuration.DefaultHeader.Add("X-DocuSign-Act-On-Behalf", principalUserId)...EnvelopesApi.CreateSenderView(accountId, envelopeId) The problem is when I add the header and make the API call, I get an error back:{errorCode: “ACT_ON_BEHALF_USER_NOT_ALLOWED”,errorContent: "An 'Act on Behalf Of'