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I have created a template for an activity report.  Each individual employee needs to complete and sign their form; it’s then reviewed by their supervisor and signed; then reviewed by their manager and signed.  The standard template works great and the .csv bulk send is successful.But here is the issue: some employees cross multiple projects and have multiple supervisors, meaning: the employee completes and signs their form; then it’s reviewed by two separate supervisors and signed; then reviewed by their manager and signed.If I attempt to bulk send to everyone with enough optional signatures to accommodate the multi-supervisor exceptions, I cannot bulk send.  Every employee would need an email for the second supervisor, even if they don’t have one.Any suggestions to accommodate a sometimes-used signature field?

I have a Minor Consent Form that only ages 14-17 can use. Is there a way to use a date field of their birth date to limit entries between that (rolling) 4-year period? Eg. someone too young, say 13 or younger, or, someone too old, 18 or older cannot continue. If I cannot solely use the date field of their birthday via formula to accomplish this, is there a way that I can list 2 date fields that automatically update between that 4-year window and say something like, “Your birthday must fall between Date and Date to use this Consent Form” and tie the birthdate field in via formula so if the birthdate field is outside of that range, it will flag/not let them complete the field and stop the Envelope process. I do have Formula access to my account but am unsure of the best way to accomplish this. If someone has a different Idea to accomplish this or a variant of the process, I am all ears. Thanks so much in advance for any assistance.

I have quite a few agreements where an amendment will reduce the amount owed.  In the regular Agreement Value Attributes, I can enter a negative number quite easily by putting a “-” before the number that is being reduced.  In the Party Management section, though, in Document Details under Value, it will only let me enter a positive number, it seems.  How do I show that an amendment is reducing the value of the original agreement?

I have a number field currently that accepts all values. I want to add a validation/condition that would restrict the field to only accept positive values (values >= 0) How do I do this?

I am reaching out to clarify whether it is possible to download signed documents via the DocuSign API without encryption or without copy restrictions, as we need to automate the process of redacting (blacking out) confidential information** in these documents.  Our current workflow involves receiving signed documents from clients, but they appear to be encrypted or restricted, preventing us from copying or modifying the content. Great!We need to automate the redaction of specific sensitive information before distributing the documents internally.  Could you confirm:  1. Is there an option to download the document without encryption or restrictions via the API?2. If encryption is enforced, is there an official way to process and automatically redact specific content while maintaining compliance?3. Are there any recommended best practices, tools, or integrations within DocuSign that support automated redaction of signed PDFs?We are looking for a scalable and compliant solution to integra

User gets error message when uploading PDF document - See Attached

I am reaching out regarding my subscription to the Standard Pro Plan, which I recently switched to after using a Business Pro trial. I understand that the Standard Pro Plan allows for up to 100 signatures annually.However, since the report combines the usage from the trial period with my current subscription, it is difficult to determine how many signature slots remain for my Standard Pro Plan specifically. Could you kindly clarify where I can find the remaining signature count exclusive to the Standard Pro Plan?

I have been trying to work with Docusign Support for over a week now to get a domain claim removed since we closed our account back in September/October. Is it normal for Docusign Support to take days to respond to follow up requests? This issue has turned into a high priority issue since it cause our executives to be unable to sign anything we’ve received and business is coming to a halt. 

I am not sure if this is even possible, but I am looking for help on requiring a signature if one or more checkbox is selected for this vaccination declination form. If one is selected in the above sheet, it will automatically select it here, but I can’t seem to attach the signature to the option of one or more? I even used validation, but not sure if I missed a step to get it to work? It works for one checkbox but not if we select the other 2 and not the one that it’s technically set up for. Any one have any ideas on this?

We have one organization account with many sub-accounts. I'd like to migrate all templates of the users from on sub account to the main account. Anyone know how?

I wanted to test the new Agreement Template Builder (ATB) to create a template for bulk sending but it is not available in my demo account.I checked the sending settings page and the option to turn it on is not available. In my production account it is and I was able to turn it on but my users have been instructed to always create templates in demo version first to test if they have done the set up correctly so I also want it to work in the demo account.Does anybody know how to turn Agreement Template Builder (ATB) on in the demo account? 

Dear DocuSign community,we have noticed the following point, which could lead to forgery of the signature: If a signatory does not open the document, but only forwards the mail itself to a person who is not stored as a signatory in the entire workflow, this recipient can open the document and sign on behalf of the person originally stored. How can this be prevented? In our opinion, this is not possible by adding a code, as this code is contained in the mail that is forwarded.Creating the highest security level when sending would be too much effort for what is in this case a simple signature process.Thank you very much in adcanve for your reply!Katrin

I’m not expecting any documents for my signature, but I just got an email that looks like it’s from DocuSign from dse_na2@bex.net   Is this legit? 

Hi, I'd like to know how is it possible that if I foreword the email with the request to sign a document that my account received to another e-mail address., this last one can sign with my name. Someone else have the some problem?

Can recipients of the Docusign email forward the email to other people for signautre?

This is a Docusign question, not a legal question. The situation: We negotiated the terms for an residential lease with a realtor. They sent it to us to be signed, which we did. I signed and my wife signed and the document is “completed” per Docusign. The landlord is “an older guy” who doesn’t do stuff online, so the realtor printed our partially executed, Docusign-completed version to get landlord’s signature in ink so it would be fully executed. Fine.Here’s where it gets complicated: when the realtor brought the partially executed document to the landlord, the landlord tried to renegotiate the terms with us (apparently, we were not negotiating with the landlord, but with the realtor, and the landlord and realtor were not on the same page). The problem: In the end, we were not able to come to an agreement with the landlord, and now there is a partially executed version of this document out there. Since the document is considered “completed” by Docusign, we can’t do a simple “void” (at

hi, I had a user complain to me about not being able to resize or move initial fields or signature fields like she did before.  I see that ‘formatting scale’ allows the field to be adjusted between 50-100%. Is this new?  I was sure I used to be able to make these smaller.thanks  

Hello, DocuSign eSignature for Salesforce admins, I am working on building a DocuSign envelope template inside Salesforce using DocuSign App Launcher(DAL), in this template, I have a requirement to pre-populate data into the document from three sources, the source object itself, its parent record, and its child record. I could add merging fields for the source record, and its parent record, but my question here is for children, if the source record has multiple children, how does DocuSign know which child record to retrieve the data from it? Is it the most recent child record or the first created one or what? On their documentation page, nothing mentioned about this point https://support.docusign.com/s/document-item?language=en_US&bundleId=srl1586134368658&topicId=zce1616797759905.html&_LANG=enus

Is there anyway or any call we can use to retrieve the envelope ID from signing URL.  An example of signing in urL is: https://demo.docusign.net/Signing/MTRedeem/v1/1946017d-21a5-428e-8912-4028c033b68f?slt=eyJ0eXAiOiJNVCIsImFsZyI6IlJTMjU2Iiwia2lkIjoiNjgxODVmZjEtNGU1MS00Y2U5LWFmMWMtNjg5ODEyMjAzMzE3In0.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

Hi Community. I have a simple document and wish to achieve this outcome: I have a dropdown with 3 options (A,B & C)...these have corresponding values of 1,2 & 3. If I select option A...the output = 1 (and so on). I also have 3 sets of Radio buttons...which need to be displayed based on outcome of users selection of dropdown. If I select Option A, only the first set of radio buttons need to be visible...If I select Option B - both the first and second set of radio buttons need to be visible...and I select option C...all 3 sets need to be visible. I have placed 3 formula fields on the document with this structure: if([DROPDOWN]>=1,1,0) / if([DROPDOWN]>=2,1,0) / if([DROPDOWN]>=3,1,0). I have set up conditional fields so if Formula 1 is satisfied (i.e. it outputs a value of 1 because the logic is satisfied) - show only the first set of radio buttons...and extended this for formula 2 & 3. But I cant get this to work...I have tried everything I know of but feel the answe

Hi,We’re experiencing an issue with our DocuSign and Salesforce integration and could use some assistance or pointing in the right direction of why this may be occuring.Here’s our setup:We have linked specific DocuSign templates to types of Opportunities in Salesforce. These templates can be launched directly within the Opportunity page layout in Salesforce.The Issue:On the DocuSign template itself (within DocuSign), we’ve configured the recipient authentication method to Phone Authentication. However, when the template is launched via a Salesforce Opportunity, it defaults to SMS Authentication instead.While we understand that "Phone Authentication" and "SMS Authentication" are functionally similar in most scenarios, one of our third-party partners requires the authentication method to explicitly remain Phone Authentication and not default to SMS Authentication.Has anyone else experienced this issue, or does anyone know how to ensure that the template retains the Phone Authentication s

HelloIs it possible to set the 2 factor authentication on the first 2 signers signing the document.Then for the final signer (3rd signer) to not have any 2 factor authentication configured as it will be an internal staff member to complete the document.Thanks

I need to Hide the sender details in the “Electronic Record and Signature Disclosure” modal. Can any one help me here? When sending out a request for signature, the first thing the customer sees is a checkbox where he accepts the electronic record and signature disclosure. In that component, it shows the sender card along with the email message. Can we hide the Sender Card details. I want to show only the email message. 

We have a signer who is getting looped to the top of the envelope when he tries to sign any page below page 6. There are 5 places for him to sign. He signs the 1st, then scrolls to the next and when trying to sign it takes him back up to the 1st again. Ideas as to what could be happening?

Someone externally has received a Docusign envelope from our company. The person who sent the envelope has left and we have no way of accessing his account. Is there any way the recipient can void an envelope so that they stop receiving the notifications?