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I have been using docusign for many years now. I could always create an envelope, check I am the only signer & then e-sign the document. This no longer works. The only option now available is send which consumes one credit. Is it no longer possible to self-sign envelopes without consuming one credit?

I have a contract that requires over 100 signature boxes.  Is there a way that the selected field choice stays active so that I can just click multiple locations on a page instead of having to go back to the menu item each time I need to add a field?

 Hello,I need to implement the following on my document sent for signature :Add 5 checkboxes (checkbox group with 5 options) on the document (A, B, C, D, E)The signer should be able to select atleast one of the options (multi-select)When the document is signed (completed), the checkboxes chosen should fill in a textarea field in Salesforce (or if you suggest any other compatible Salesforce field with DocuSign checkbox field). The main aim is to writeback the checkbox values in Salesforce.I have created custom document fields in DocuSign with the writeback option to the text area field. I tried with one checkbox field chosen. The field in Salesforce is filled , but as value 'true' and not the exact value of the checkbox.Can you please help to implement the writeback of the checkboxes to Salesforce with the exact values?Thank you in advance for your help.

I have an account opening agreement with an option to have a second signer as an additional account holder. So far, I can’t figure out a way to leave that area as optional. If I setup two signers, it requires both to be filled out. So I have created a separate agreement for the single signer and one for multiple.If possible, I would like to run it all through the same document. Is there a way to do this?

You want authorised users (those who can view a specific agreement set) to be able to assign that agreement set to agreements they have completed, without enabling the “View All Agreement Sets” setting.Currently, enabling “View All Agreement Sets” allows assignment, but it also exposes agreement sets that the user should not be authorised to view.

Hi together,I try to set up a delegation of authority log in docusign.Therfore I have set up a template document including a dynamic table.I have added this template document to an envelope template with 4 recipient for testing purpose (in the end if I get it to work properly it will be 30-50 recipiencs).When I use the envelope I uploade a CSV-File to fill the dynamic table with anchor strings which works fine.However, the replacement of the anchor strings with docusign field seems to be left to chance. The anchor strings in the table are not replaced at all.If I additionally place the same anchor strings below the table in the template document, the signature anchor strings are recognized in the table too, the fullname-anchor strings are only recognized from the first recipient, but the replacement docusign fields are grouped and the placement is messed up.Is there any solution for this?I do need a table with the fullname and signature of all recipients but the last one, the last one

I am a Salesforce consultant implementing Docusign in an Org for a client. The team would like to be able to click the button to generate the document from an Opportunity record, make edits to the text anywhere in the contract and then send for signature. They would like to do all of this from within Salesforce and not have to download the document, edit in a word processor, re-upload to Salesforce to then send for signature. Could this be possible in the Docusign functionality in Salesforce using the Docusign app?

I have a user who, when they click the Send button to send an envelope, they get an error in a small popup saying ‘Failed to Fetch’. We have tried:Clearing cache Incognito mode Using VPN Different browser Sending to different recipients

Recently my tag colors are all of the sudden Pastel colors. When I need 3 signatures, I can’t even tell 2 of the colors apart because they are so light and almost exactly the same color...just maybe a slightly different shade of Baby blue for example. Can I change somewhere in setting to different colors? Thanks so much 

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I am working on converting a bunch of hand written forms to DocuSign.  Our system uses the DocuSign API and connects to it using the C# .NET SDK.This works well for most fields and anchor tags but, recently, we have started adding fields like checkboxes and radio buttons.  However, it appears that radio buttons do not have any sort of measurement associated with them in their class (no scale, no width/height, etc.).  The only size related field I can find is fontsize, but changing that does not appear to change the size of the radio button.Is there any way to change the size of a radio button for a form submitted through the DocuSign API?

Hi all,I’m able to successfully initiate a DocLauncher task via the API using the following request:POST {{baseUrl}}/v2/{{accountId}}/doclaunchertasksBody: { "DocLauncherConfiguration": { "Href": "https://apiuatna11.springcm.com/v2/.../doclauncherconfigurations/c19edc..." }, "Datatype": "xml", "Data": "<dd><num>1234</num></dd>" }I use the ResultUrl from the response to launch the configuration in ui mode and fill some additional details apart from the dd field. I’ve created a form with a textbox with mergetag dd along with some additional fields to be filled by the user.The form launches and but the initial data that I passed is not visible on the form ui. However, after the workflow launches after the document generation. Here are the observed params:<TemplateFieldData ...> <transactions>456</transactions> <transactions_unformatted>456</transactions_unformatted> <dd><![CDATA[]]></dd> </TemplateFieldData>the

I need to e-sign a doc and then send in P7M format. Is this possible? 

Question for sending excel spreadsheets through Docusign.  I have Custom Header like Employee report 2025. In Docusign it appears like this Is this because of the font of the headers or something else? 

We are creating a rather complex document / form for someone to sign.  They need to answer questions (yes/no and true/false) and are using conditional formatting for a few of them as well.  However, we would like to test out the form before sending it but it seems like the only way to test is to send it to ourselves.  Is there any way a document can be viewed/tested without going through the signing process?  It would be a big help!  Thanks.

Can’t send my document, I don’t care about no comments, i used a PDF, no comments on the DocuSign either, I don't know this error. I already changed to a paid plan to add more signers, this DocuSign is so freaking annoying. already read all the posts here to. “open a case” is a joke, right?

Hi, I need help logging into my account. My account is under larry@***********.com. This email is no longer active (hacked) and I am now using l*****************@gmail.com. When I try to log in with my old email it needs to verify by sending an email to larry@***********.com which I do not have access to due to the hack. I need to get the login changed to my new email address. Can you help me?All the support options ask me to log in but wants to send a verification email to my old email. I cannot find out how to bypass this so I can get into my account and then change my login email to my new one. Suggestions? 

Hi Team,I have requirements where I have multiple templates. Template A, B, C … and so on. I have Template A which is static template & is always used for workflow, and Template B and C are conditionally selected on the basis of various conditions. End result will be like mentioned below:Template A & Template B or Template C [ Template B or C will be added to the last ] as per different condition  Template A & Template B & Template C [ Template B & C will be added to the last ] as per different condition  NOTE: I DON’T WANT TO CREATE MULTIPLE VERSION FOR THE ABOVE MENTIONED SCENARIOS, SINCE AGREEMENTS ARE SO HUGE AND HAVE SO MANY FIELDS TO MAP

I have a signed document with the following page identifier. What do these numbers all represent?20238 • (2679820.2).doc

We need to export a number of completed envelopes for our external attorneys.  I added the BOX integration but can’t figure out how to export completed items to BOX in bulk.  I also opened a support case to possibly use the Docusign Retrieve app.Anyone have any other ways to accomplish this?

When editing a document generated in CLM with tables and conditions, a specific table row content is deleted using MS 365 online editor. By doing that, the formatting of other three different table rows break (different table).The weird thing is that it only happens using MS 365 online. When we use download and edit in desktop word app, the formatting is correct.It is not the first time I see formatting issues with MS365 online in CLM. Another case I saw a few months ago was that the formatting and spacing of a template changed completely if we open using MS365 or in Word Desktop app.Anyone know the root cause and how to fix?

received this, is it real? We need additional information to complete our reviewFrom *****.****@********.com via Docusign <dse@docusign.net> Sender DocuSign System <dse@docusign.net> To BOBBY RIDING <****@******COM> Date Today 4:41 pm Message Body  We need additional information to complete our review. Please certify your Taxpayer Identification Number by completing the Taxpayer Identification form. You can view what we need and submit the information using DocuSign® by following the instructions below. Here's how to upload documents in DocuSign1. Access DocuSign in one of two ways:a. Select the "View" button below, or;    View    b. Go to DocuSign.com, then select "Access Documents" and enter this security code: ***********************2. Upload the requested document(s) by clicking the corresponding paper clip image. We also sent a letter to you at the address we have on file with the same reference number and requested information.

Even when I have gone through all the pop up tool tips when creating an envelope, they still appear with each new envelope.  I checked through all settings and don’t see anywhere where these tips can be disabled.  It’s very annoying and time consuming to keep clicking on the X to make them go away!Thanks in advance!

Long story short, I had an embedded E-Signature set up and working without issue last month. Now it only works on my staging server and not on my local. Locally I’m receiving the screenshotted error in my console along with many more. I’ve been trying to work through it with google and other posts be am getting no where and falling behind on my development schedule. Any assistance would be greatly appreciated.Thanks,Andrew

Have been confused by the Seat vs User scenarios, but think I’ve got it now. However, trying to figure out how I can add another User without adding more envelopes (seat). We would be lucky to do 40-60 in a year, but it would be very helpful if it wasn’t all me as User doing the work. Looking at older posts it looks like there was a way but now isn’t (without spending more money)?Don’t need more envelopes so we don’t wish to pay for another license. If that’s not possible, what happens if I need to go on holiday?Thanks for any advice - or links to more I should read.