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I need to set up a few employees as Document auditor who should be able to see all documents in the company.How do I set this up? Thank you

We are receiving an error message "The envelope allowance for the account has been exceeded." What does this mean?

Hello Docusign support; I will need you guys to remove the suspension from my account immediately; I long updated and paid for a new plan on my account with a new credit card that it’s expiry is in 2028. If my clients are not able to sign the documents today because of this you guys are going to have to compensate me big time because an account cannot have 2 different plans at the same time. I already paid for a different one for the  year. Remove this  suspension from my account; you cannot extort me on a previous plan which was updated to the one I paid for.  Attached is my payment receipt for the plan I paid for  with a new credit card; which dousing already charged me for. I don’t need to update anything for an old canceled plan and if Docusign is trying to illegally charge my credit card I will only use virtual credit card numbers to combat that. Pretty sure a customer has the right to choose a different plan that serves their needs after using this one for years; if that wasn’t t

Hello, My client has a Template and Power Form set up. They are asking me to set something up so that after a user completes\signs their form, they will be granted access to their website.This is what I have so far:I added some Document Custom Fields to the document which are meant to contain some Guids from the client’s system. These values can be used to identify the user.In the email that is sent to users, I included the Power Form’s url and appended these custom fields to the query string.This part worked fine - I can see that the custom values show up in the document.Then I created a Brand and set up the “Signing Completed” Destination URL. (The URL that I used is for a page on the client’s website.)I would like to add these same custom fields to the Destination URL’s query string so that when the user is redirected back to that page on the client’s website, I can use some logic to grab those values and identify the user.So far, if I try to include the custom values as Merge Field

Hi everyone,I've created a Power Automate flow that triggers when a contract is generated. It then creates a DocuSign envelope, retrieves the document from SharePoint, and adds it to the envelope.The flow runs under a service account, like all our flows. However, the envelope stays in draft under the service account, making it unusable.How can I automatically change the sender to a specific user within the flow (without manual intervention)?Thanks in advance!

One of the docu-signed documents missing signature summary, where do I look for the signature summary page? Thank you. 

I would like to copy a Document Generation Form from our PROD environment to our UAT environment to ensure they are the same.   I see the ability to make a copy of a form, is there a way to export it to .json  like I can for a workflow? or xml? I could not find any information in the DocuSign CLM Support information.  

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I was charged $130.08 on December 18th. A request to sign a document was sent from my accountant.I have received this every year and have never been charged. I was forced to hit payment before my signature was returned. I never issue for originating  a signature. Have filed a dispute with credit card company because of difficulty contacting you.

Is the Docusign for Salesforce connector included in IAM for Sales

Hello,I’m exploring feature in the web form and I’m trying to understand the use of Data Pre-fill. how can I leverage this feature?

Hi DocuSign Heroes, I have question about DocuSign eSignature integrate with SAP Success Factor.Do we need docusign connector to do it? Or we can just connect via API?Do we have any guidance how to do it?Thank you.

Hello,Just want to ask if it is possible to trigger a workflow when a document is manually uploaded in DocuSign folder? If yes, can you please point me to the right direction on how to do it.Thanks,Chris

My SetupI have a user access request form built in Webflow that requires users to agree to terms and conditions. Currently, the form has a checkbox that users must check to indicate agreement.What I'm Trying to AccomplishI want to implement a legally binding electronic signature process where:The user simply checks a box to sign the terms and conditions This checkbox action is recorded as a valid electronic signature in DocuSign The signature is legally binding and creates proper audit records The entire process happens within my Webflow form without redirecting to DocuSignTechnical RequirementsThe form needs to maintain its current UX with checkbox-based acceptance Each signature needs to be properly recorded and verifiable Solution should work with Webflow's capabilities Must capture relevant metadata (timestamp, IP address, etc.) for legal validity (optional tbh)Specific QuestionsIs it possible to use DocuSign's API to record a checkbox click as an electronic signature? Can DocuSign

I created multiple signatures (in different languages, actually) for different occasions, but there is no way for me to choose which one I'm gonna use. In all the documents that I was signing, my first signature was always being chosen automatically. I neither find any place I can choose which signature to use, nor find any settings about default signature to be used. Please help me.

Our company signed up for Business Pro on 2/10/25.  The Docusign description for this product lists that we can “request attachments easily from our recipients”.  Now , they are saying its an add-on and costs more.  Can anybody help us?  We would not have purchased this product if we would have known it now doesn’t include attachments.

Could you please confirm that the remaining usage is as detailed below? -Usage Envelopes : 1 -Remaining Envelopes : 99 (After compelted siging 3 envelopes, the usage is 4 and the remaining is 96.)Thank you for your assistance. Please let me know if there are any discrepancies or if further information is required.

Hi Community,I have followed all the exact steps and configured docusign.I have provided all the table permissions, and all looks good except one error when I click on View and Sign button which is as attached. Error: “There was a problem opening the document. Please contact your administrator.” Please let me know what exactly is causing this issue and how can I resolve the issue.   

I have searched the community and cannot find an answer to what should be a simple question. How do I enable a signer to sign on their mobile device after an envelope has been sent?I checked the settings on the envelope and find that “Mobile-Friendly Viewing with Responsive Signing” is checked to “Allow recipients to view documents more easily on mobile devices”.  This doesn’t speak at all to “signing” the document. I see no other options. It shouldn’t be this difficult. SMH 🙄 

I recently changed my Real Estate brokerage and my account was deactivated. I have a huge archive under that account. I was already a subscriber before joining this brokerage and jumped on board with their DocuSign group plan. Is there a way to reactivate that account and under my full control?

Why has the display for transaction room changed? How do I get it back to the normal look and functionality rather than vertical list mode?

I have problem to get verification code via SMS I did update my phoneI checked my phone number and it's correct I checked with my phone connection provider they said my number didn't block any messages and messages not send from the sender (Docusign)My phone number code Thailand +66please solve this problem, thank you

I have problem to get verification code via SMS I did update my phoneI checked my phone number and it's correct I checked with my phone connection provider they said my number didn't block any messages and messages not send from the sender (Docusign)My phone number code Thailand +66please solve this problem, thank you

I have been successfully using a composite template to add recipients to a server template.(see attached code) However, one of the recipients - Approver at routing order 3 is now a part of a conditional recipient group. (See attached image) When I now try to overwrite the recipient at routing order 3, i end up with two recipients at routing order 3 instead of one. (See attached image) I tried a workaround where I would simply update the recipient at routing order 3 using PUT method of the recipients endpoint in the REST api, however that did not work either.  How can I overwrite the recipient in the conditional routing group at routing order 3 using a composite template?  { "emailSubject": "@{variables('SubjectLine')"}, "status": "sent", "compositeTemplates": [ { "serverTemplates": [ { "sequence": "1", "templateId": "@{items('For_each')?['hrsys_docusigntemplateid']"} } ], "inlineTemplates": [ { "sequence": "2",

Hi there!We currently are working toward adding a DocuSign integration into our App. Our workflow is quite simple and was implemented without issue into our Continuous environment using the eSignature API to create envelopes and Connect to listen to events happening to those envelopes. We use an OAuth2.0 Client to be able to authorize DocuSign to call our backend using a route listening to Connect calls and act on those events. Now that the implementation on Continuous has been successful we would like to implement it on other environments including our Test environment. Every environment use a different base url and a different OAuth client. In order to setup that we looked into the EventNotificaiton property of the envelope to be able to configure a custom url to send our events for that specific envelope. I’m still stuck on one last point, I need to be able to specify the OAuth2.0 configuration to use for that EventNotification. Is there a way to specify it? Thank you.