Solved

I am having trouble changing the default name that is prompted when filling out documents. I have changed the name of the account, but it does not solve the issue. I am trying to change the name of the user in the Admin tab but I am given “An error occurred while getting user detail.”. How can I fix this? 

04.02.2025Good evening.I am hoping that has run into this same issue & can provide some hints or actions on how we can resolve this issue. We are configuring a Docusign Demo\UAT CLM Account to be integrated with a Salesforce Sandbox Organization.The issue we are having is that after we have successfully gone through the 2 steps of logging into Salesforce using our Salesforce integration user & also logging into Docusign using our Docusign integration user. When we go to map a Salesforce object via the DAL. The process just spins & it never completes. We have tried this several times but each time we got the results, no completion, process just spins & then times out.Here are the steps we have gone through:Successfully installed as a Salesforce Admin Version 7.2 of the Docusign Apps Launcher Successfully connected our Salesforce Integration User via the DAL Successfully connected our Docusign Integration User via the DAL Tried to map a custom Salesforce Object via the DA

Years back when I started with DocuSign it took a bit of time to set up the profile/branding, etc. for my e-signature documents. I unfortunately had no use for DocuSign last year so plan to cancel my subscription for now. My question is - Will my profile remain in the system so when I go back to DocuSign down the road and pay again I don’t have to start from scratch? Or will I need to create a new user account in the future and do the whole set up again?

I recently logged into my Docusign account on my iPhone. I then received an email with a verification code. Which I entered and logged in like normal. Then later I was sorting through some spam emails and I noticed I had emails from Docusign in my focused and other tabs. So I decided to go back and check the actual email address which was. dse@camail.docusign.net  Which is somewhat suspicious looking. So I checked Grok and did a google search but can’t find anything that verifies it being a legitimate email used by Docusign. Can anyone verify if this is a legitimate email or not? If it is a phishing email that provided me with a verification code which actually logged me into my account does that mean my accounts compromised? 

Want to confirm my understanding of envelopes - I see that once something is signed it’s counted as an envelope, but want to confirm, once sent, it’s all still counted, whether:voided declined expired not completedMany thanks! 

Hello - I am trying to reach business support but there is a message that pops up saying my account does not qualify for it. I have business pro. 

Hello,How can SMS authentication be applied to a web form?

Hi Team,I have got a developer account with unlimited envelopes, but I am getting error :: ENVELOPE_ALLOWANCE_EXCEEDEDThe portal shows this which suggests that we have only used 100 envelopes out of Unlimited. :: The limit did not reset in the hour interval. we waited to about 3 hours and made the call again, got same error.Any help, or pointers to help us fix this issue is greatly appreciated.

I received an email from an unknown sender. Outlook marked the email as unable to verify sender so may not be safe to open. I do not want to open the unknown Docusign document. How can I verify it is safe to open ?Sincerely,BobA57 

I think I know the answer, but I want to confirm to make sure we’re optimizing our envelope usage.  If I have multiple documents for a signatory, can I send them in multiple/separate emails and still count it as an envelope? Can I add a document to an envelope once it’s sent? For instance, I have a new hire, I’ve sent an envelope, but I realized I forgot to include something in the original envelope...

Hi, I am looking to reclaim and close old accounts associated with the claimed domain of our organization account. However, they are all paid accounts and cannot be closed. How can I claim these accounts when the original owners are no longer part of the organization and their emails don't exist anymore? Thank you.

Can I store and add company stamps (a scan/picture) to documents in Docusign before I send the document to the signatories ? How ?

I am trying to evaluate features for a client who is interested in buying DocuSign. I had installed theDocusign CLM: Streamlined Contract Lifecycle Management appexchange app in sandbox and also created a trial account and configured the connection with Salesforce.For some reason I can create Merge field but cannot select standard/merge fields to drop it on the template.Can someone let me know how this can be fixed or do we need to purchase it to evaluate the feature

Hi all,We have configured a DocuSign Enterprise App in Entra. SSO is already working but now I have tried to configure the provisioning and here I am facing a problem. The problem is the switch expression that is needed to assign the correct permission profile to the DocuSign users.In the first step we configured for 2 of the groups a role in the App registration. Then we assigned this role to the groups Now its the step where we have a problem. If we open the expression build and copy the expression from the official guide we always get a NULL as output. The user that we are using for the test is assigned to Entra group Advanced so there should be a result shown. The role Advanced is enabled and the value is set to “Advanced” and this is what we are using in the expression.Switch(SingleAppRoleAssignment([appRoleAssignments]), "XXXXXX", "Advanced", "YYYYYY")  We also set the scope for provisioning to “Sync only assigned users and groups.Does anyone have an idea what the problem is and

Hello,I’ve made my template mobile friendly but it’s not allowing my staff to sign on their device as they get a pop up saying “Signing Mobile Not Allowed” and “Signing this envelop on a mobile device is not allowed, please use a computer”. This is our first day with it so I apologize for our ignorance.

I would like to display the following.I have a value that occurs e.g. 5 times in the form. (Example credit card number). I lead the user to the first credit card number field using the mandatory field and he fills it in.The other 4 fields should be filled automatically with the value of the first entry. Is that possible?Many thanks in advance.

Hello everyoneWe use Docusign in our software to send requests through e-mail and I would like to test sending using SMS and WhatsApp as well so we can implement that in our production envirment.I’m using a developer account and our software connects to Docusing using the external applications only , like the imagge belowIs there any way to use the SMS or Whatsapp delivery method using this kind of integration?Even in our production enviroment it’s not possible to check that boxes: Every time we try to send using the SMS or WhatsApp method, we get a 'This account lacks sufficient permissions. Account lacks permission to send Envelopes over SMS' error. What do we need to do to resolve this issue? If one of our clients has this permission, will we be able to send an envelope using their credentials via SMS or WhatsApp?

I have a complex webform with several fields, each with their own list of dropdown and rules. Is it possible to copy and paste a field in the webform so I dont have to re-type each dropdown item? This way , i would already have the dropdown and only need to edit the rule.  

I received an e-mail from a person I do not know. It was in reference to a Paypal account payment for bitcoin that included a DocuSign notice. I wanted to speak to a customer service rep for fraud detection. I am unable to find any phone numbers available. This is terrible, or actually non-existent, customer service. Please send me a phone number so I can find out how bad a situation this may be.

I added a new user to my group (I am an Administrator).  She was able to access it yesterday, but today, her account is closed.  I did not close it, nor did she.  How do I stop this from happening.  She was added to a valid group with is used by others.  

Based on the documentation, I should be able to access my billing history and invoices through Admin > Plan and Billing, using this URL: https://apps.docusign.com/admin/billing but mine in empty and I need access to previous invoices. Since I downgraded my account to fremium since then I also don’t have access to support in order to open a new case. Is there a workaround available? Thanks in advance

Dear DocuSign Inc.,I am writing to request a refund for an unauthorized charge to my account.On December 12, 2024, I canceled my Standard subscription, and I received an official DocuSign Order Confirmation email confirming that my account had been converted to a free plan.However, on the same day, December 12, 2024, I was charged USD 48.49 by DocuSign Inc. Additionally, I incurred a foreign transaction fee of approximately USD 1, bringing the total charge to USD 49.49.As this charge was made after the confirmed cancellation of my subscription, I kindly request that this amount be refunded as soon as possible.Please contact me at your earliest convenience regarding this matter. My email address is: ************************Thank you for your prompt attention.Best regards,P.J.

Hello all, I am a developer using the eSignature API (specifically the Envelopes API) to construct Envelopes from multiple Composite templates.My goal: I have a use case where I need to download a specific document from a signed Envelope. I want to understand the best / most efficient way to accomplish this. After taking a look at the API documentation, I see that the only way to download a specific document from an Envelope is to use the EnvelopeDocuments:get API, which requires passing in the documentId. I also know that despite specifying unique documentIds in each composite template, the documentId field is not guaranteed to stay the same as the envelope assigns new values to avoid any potential collisions. (See Referencing ID values here). This makes getting the documentId challenging, and I am wondering what is the best way to accomplish this. After reading How to track recipients and documents when IDs change, I can think of three ways to identify a specific document:The article

Hello All,  Do you have idea how the URL is setup for migrating security appliance from one server to another? We at our organization are quiet struck to find the way to set this URL. have referred lot’s of guides but of no help.

We want to use DocuSign to sign HR documents in our organization. Is it mandatory to onboard a certifying authority to partner with DocuSign to make the documents legally admissible?How is using eMudhra different from using eKYC by Aadhar?How can we onboard Aadhar eKYC?If we can complete authentication through eKYC Aadhar - and then get the document signed - will it be legally admissible as per IT act of India 2002?