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Hi! I recently attended the Showcase, Best Practices and Q&A webinar on February 6th, where they mentioned that you can customize your account, including the colors of the screens, so that it looks more like the emails/agreements are coming from our company, rather than Docusign. I can’t seem to find this option in my account or Docusign University. Can anyone help guide me in the right direction?

Hi I have trying to get assistance with e renewal since last week  ThursdayI spoke to my account manager on Friday who asked me to send some additional documents which I did.And it has been silence ever since. Apparently all of the Account Manager are in the US and I will only be able to receive  support on or after the 11th of MarchOn Monday I also logged a support case. I have requested a callback numerous times with no result. I just don’t see how this can be acceptable. In the meantime we can’t do a single thing on Docusign. And there seems to be no way of contacting anyone for escalating the case.  

I have read that there is NO technical limit to how many envelopes a specific user can send per year in Docusign Standard Plan. So if there are 3 seats with 300 Envelopes available per year, the envelopes are shared among the users and one user can send 101 evelopes if needed.Just wanted to confirm that.Thanks.

Is there a way to run an envelope status report of ONLY the envelopes in the WAITING FOR OTHERS page?

Hi there. I am a paying Customer but I receive an error message when just 7 recipients are added into an envelop.Why?Maybe my subscription has expired? However on the top of the screen, I still have one envelop available.Could you help?Thanks

What is the solution for the "The response assertion is missing a required attribute" error faced by our user when she logs in to her Docusign account. 

I created a template with a SignerAttachmentTab (optional) inside it on Docusign.Before creating an envelope, I get the SignerAttachmentTabs of a signer and override the value of the property Optional to make it become required.But when I sent an envelope, the UI was confusing me. There were 2 overlapping tabs.Do you guys know a better way to control the property Optional before creating an envelope?

Let’s presume I have 100 documents in 1 envelope.The one who needs to sign them will click 100 times to sign ?Is there a method to bulk sign all 100 only by 1 click ?  

The form fields in my pdf document disappear after I send the envelope. Does anyone know how to fix this? The fields are included in all previous documents sent

Is there any way to disable print & download button for documents that do not require a signature and are sent using “Needs to View”?

Once the document is signed by the recipient, how does the preparer sign? How do you create a countersign section?

I downgraded to a free account a month ago. I was billed a $15 “recurring payment” in March for an account. This is not correct- I shouldn’t be billed, I’m not subscribed to any paid membership level. My account is labeled as “freemium.”None of the support articles are helping.I cannot contact support or place a case ticket because I’m not a paid member. I just need to talk to someone about why I’m still being billed, but I can’t find an avenue in which to do so.  

Hi,One of our teams wishes to ensure that users with permission to send on behalf of a Shared Access account always send on behalf of that account rather than sending as their personal accounts.The users do not need to send personal envelopes.Is there anyway to restrict their access so that they can ONLY send on behalf of the Shared Access account, or is there a way to default to the Shared Access account when they login? Thanks

I’m creating a template for a team that needs to send a document requiring initials and signatures from patients. After the patients sign, the sender or one of three people from a signing group needs to also initial and sign.Is there a way to setup this scenario so that a sender is automatically included as a recipient with the option to sign, or do I need to make separate templates for each possible sender?As of now, I’ve only been able to add the signing group to the template with fields for initials and signing (blue fields). If the sender creates an envelope and add themself as a recipient, it only gives the option to create another recipient (purple) that isn’t connected to those same fields.  Example of what I actually want:Tyr creates envelope from a template to send to a patient. The patient signs The envelope will then require either Tyr or the group (Raj, Mabel and Lola) to sign. Lola signs. Envelope complete.  

Hi,I am trying to upload a public key to my account so I can connect via SFTP but no matter what type key pair I create I get the following error when uploading the public key to my account:An error occurred while uploading your certificate. Please try again later.Any idea on what could be wrong or does anyone know what type of key it needs?Thanks!Drew

Hi,I am trying to understand if, once the business receives a signed contract, can the following automatically happen:Save the document into a specified location Capture metadata into the document once signed.Thanks,

HelloI was wondering if it is possible to see what specifically a user has changed when correcting an envelope.The history shows me that the user initiated a correction, but it doesn’t tell me what they corrected in the envelope.Is there a way to get this level of detail please? i.e. User A, changed text in pre-fill field called ‘Date’ from “10 March 2025”, to “11 March 2025”.I don’t mind if this is via a report that I can build? Also I am an administrator on our Docusign account in case that is relevant.Thank you in advance for any suggestions. 

Is there a way in Docusign CLM to be able to put an announcement or instruction banner to all the CLM users that is visible on their CLM instance?

Hello,Is the is a integration between salesforce and webform?

I’m getting “USER_AUTHENTICATION_FAILED: One or both of Username and Password are invalid. Invalid access token” when I call create_envelope.I know the access token is correct after it’s generated because “get_user_info” is returning the correct account id and username, but by the time I try to create the envelope, it says the access token is invalid.in the code below, after “request_jwt_user_token”, the print commands are displaying the correct account id and username.I have been stuck on this issue for a few days now and any help would be GREATLY appreciated!Code:import base64from cryptography.hazmat.primitives import serializationfrom docusign_esign import ( ApiClient, EnvelopesApi, EnvelopeDefinition, Signer, Tabs, SignHere, InitialHere, Recipients, Document,)from docusign_esign.client.api_exception import ApiExceptionfrom django.conf import settingsscopes = ["signature", "impersonation"]base_url = settings.DOCUSIGN_BASE_URLintegration_key = settings.DOCU

I’ve set up radio buttons for required either yes or no questions.  I can choose an option ‘No’, but i still get prompted to choose.  screen shot for reference.  this CHOOSE comes after I’ve made my selections for the entire list of questions. I hit the Next arrow and this pops up for all the questions.  How do i fix?  TIA! 

I am building a SMS extension app for workflow when customer add a step to send a SMS ,the custom UI will get open where he add the number to which he wants to send SMS and the message body? as well as I want to fetch the contacts from the DB which already present in my DB to show him in a dropdown options for sending message? 

I received an email that there might be possible fraud on my account.  I signed into my account through that email., but there was not a document for me to review and sign.  I am not sure if my account was compromised or not. I just wanted to give you a heads up.This is the email I received.  I did not make any transaction for this company or amount. PayPaI Customer Care sent you a document to review and sign. REVIEW DOCUMENT PayPaI Customer Care sampodero9@gmail.com We’ve detected an unauthorized transaction on your PayPal account made to Coinbase. Transaction Details: Amount: $412.45 Transaction ID: PC-8456729103-ZYX789 To safeguard your account and ensure you receive a full refund, please contact our Customer Support team immediately. Our representatives are available 24/7 to assist you in resolving this issue and preventing any furth

Hello, hope you all are doing great, I am testing a DocuSign integration for my job (my company has a payed plan but I am using a free demo account just to test things out), and today I got the following error message:ENVELOPE_ALLOWANCE_EXCEEDED: The envelope allowance for the account has been exceeded.The only thing that changed was that I started testing SMS authentication, wich might be the reason for the error. (current usage = 12)In my demo account it says that I have have an Umlimited number of Envelopes.Please help and thanks. 

Hi, I am trying to create a new account on Docusign. However, during SMS verification I get the error: “Enter a valid phone number.”My phone number is valid and I have tested both my U.S phone number and Swedish phone number - both are being rejected as not valid. Among others, I have mainly tried the following formats:+1 XXXXXXXXXX+1 XXX-XXX-XXXX+46 XXXXXXXXXThere are no spaces in my input when I’m submitting. This is effectively blocking me from starting a new account, and there is no way for me to reach support since on this account, which seems to be an old account I’ve had active for a long time, on the support case page there’s no button for me to open a new case. I tried calling the corporate number +1 877-720-2040 and it just redirects me to contact via the support page, which I can’t log in to on my new account since the phone number is not verified, and I can’t start a new case on this account because the button to start a case does not exist. Please advise.