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Hi, New to the forum, have an issue using the Template Builder. I’m wanting to add customer sender fields to a contract document, company name, address etc and can add these easily enough. The document however is text heavy and has paragraphs, bullets and tabulations. When very first loaded in, it looks fine. As soon as I start in the Template Builder, I loose that formatting and things become joined and/or our of line. I see mention of flattening/PDF’ng however unsure how that solves the problem when I’m wanting to add the customer fields as the Template Builder doesn’t support PDF format. Perhaps I can approach it differently or am missing another method? Thanks  

I believe that fraud has been committed against my 84 year old mother. She called to try to cancel a subscription with Frontpoint Security. They tried talking here into a new contract. She said no. Now she got a new bill for services. Once we contact them about it, they said that they sent a new contract and she signed it with Docusign. My mother says that she never signed anything. I had them send me a copy of the so called contract and have the envelope number and the signature number. What can I do to prove this is fraud?

I frequently send members of my board of directors and their assistants envelopes containing corporate resolutions that the directors must sign (and that assistants should see in order to remind directors to sign promptly). Each envelope has different documents but the recipient are always the same. How do I create a distribution list that will automatically populate the Docusign recipients fields with the appropriate designations (needs to sign, receives a copy, etc)?

I would like to download a pdf of a signed document with all the comments at the place they were submitted. Is it possible?

I would like to send a customer several proposals in one envelope for them to choose the option they like best. If I send more than one document in an envelope, then is the envelope incomplete if only one of the documents actually gets signed?Is there a way to accept one or more documents and reject the remaining?Additionally, is there a way to make edits to a document/envelope once sent?

I have sent 2 forms via DocuSign to 2 different people at the University and both say they are not receiving anything to sign.  The first one I resent it 5 times.  They both looked in junk/spam and it was not in there.  The first one I resent to his gmail and it went through fine.  Is this an issue with University emails?

Hello,I’m trying to get the status of the envelope to send the envelope to second signatory once the first signatory has signed on Power Automate.This is OKI have got the envelope working so far either by sending to all signatories the same time or keeping a delay of window to send one after the otherThis is RequiredI need to send the envelope to signatories only after the signature, for this I’m trying to get the status of the envelope from HTTP operation that requires Access Token. I’m following the below process to set this upAdded app and integration key Redirect URL is set to “https://global.consent.azure-apim.net/redirect” for power automate Using this URL on browser to get the code “https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature&client_id=<Integration Key>&redirect_uri=https://global.consent.azure-apim.net/redirect” Getting the authorization code with error “did not receive an expected state query parameter from the authorization s

I'm a Salesforce Admin, I implemented DocuSign in SF, and users can generate documents and send them to their clients. There's a specific Salesforce user that is receiving this error message: "The DocuSign credentials entered do not map to a user on the DocuSign Account connected to this Salesforce org."In Salesforce, I checked the User Management section in the DocuSign Setup, and his user looks good (Status=Active)Also, I checked in the DocuSign account (https://admin.docusign.com/users) and he's also showing up here with Status=Active.Any advice on how to fix this error so this user can generate documents in Salesforce?Thanks!

I need to send an envelop to another person, through a link, without a receptor, to this person forward this link to another person, to fill and sign. Is it posible?

Package: DocuSign.eSign.dll (8.0.0.0)Environment: Asp.Net CoreLanguage: C#Demo code:DocuSignClient dsClient = new DocuSignClient(DocuSignClient.Demo_REST_BasePath);DSAuth.OAuth.OAuthToken oaTok = default!;List<string> scopes = new List<string>() { "signature", "impersonation" };byte[] privateKey = File.ReadAllBytes("c:\\Test\\Private.key");DSAuth.OAuth.OAuthToken tok = dsc.RequestJWTUserToken( Properties["IntegrationKey"],    Properties["UserId"],    Properties["AuthServer"],    privateKey,    1,    scopes); I have verified that the values for IntegrationKey, UserId, and the private key are set up in DocuSign correctly and turned on, and that I am using the correct values. I have verified that the authentication server is the correct one (demo.) But when I run this, it just hangs. No response. I have set this up to run asynchronously, and the same thing: it never resolves. This used to work, but it broke some time in late October I think it was. All of the example code I

When we used PandaDoc (another DocuSign alternative) it allowed one user to sign a document with 2 different signatures.One signature from his side, and one on behalf of other person at the same time.On DocuSign, I cannot see the support for this. Can you help me on how to achieve it?

Hello community, We have encountered some issues while trying to set up the Elastic Templates for TOU purposes inside our company. We couldn’t find enough documentation to work with some of the things that we need, for example: We are working with a lot of international clients, so we need to have multiple TOU versions for different languages.How can we create different templates for different languages? I read about API variables but these don't change the text of the buttons (Agree and Disagree) or the Agreement Statement Texts. Also the most annoying thing is the text saying "Additionally, I certify I have read and agree to the Electronic Record and Signature Disclosure.", how can we translate this in different languages? Thank you very much! 

Every time I try to create an envelope I get the same message, unable to access envelope?

Hi,I am not able to find Related with Salesforce checkbox on Docusign Custom fields or custom tags in salesforce org, i am using business pro trial org. Can anyone help here?

Can we conditionally send void envelope notification using resource files. We have a case where for certain envelopes we want to send void notifications to recipients and for other envelopes we want to stop sending the envelope notification. Can we achieve this using Resource File Branding 

Hello, when the 3rd party completes the external review, we get an email with a message “Contract for has been Completed with Document”, question is, how do we include 3rd party’s name in this message. it should read as “Contract for xyz (3rd party name) has been Completed with Document.

Even though I have an Business plan I can’t open any support cases. How do I solve this?

Our documents have required fields to be filled out by the signer. For each document, we ensure the “Required” checkbox is checked for each field (assuming the signer cannot finish the document until those fields are completed), but only about 50% of signers complete them. Why is the software not requiring those fields to be completed? We “Add text” to each field to suggest what to include in those boxes. Could that text be appeasing the required step? We’ve searched support documents and we are completing the required fields as suggested, but still it doesn’t work.  

I’m using Salesforce/Conga Composer/Docusign integration and would like to see if there is a way to add a Text box so that the signer can add a response during the signing process. To my knowledge with the Salesforce/Conga Composer/Docusign integration it has to use tags and I’m not sure if there is one to have a text box.

How do I stop DocuSign from sending reminder emails for signatures?

Hello:Is there the ability for DocuSign - while restricting delivery to only the first signatory, then releasing to the secondary once signed - to notify the second signatory that an envelope has been created, and allow them to view, while restricting signature until the first party has signed? At present, we have it set up so that the second signatory does not receive notice, or the ability to view the documents, until after the first signatory has signed. I looked at a Conditional Routing conversation here, but am unsure if that will resolve this need.  Thank you for any ideas or contributions.  

 when i would login, i had two profiles to choose from: Charles Schwab and then one for my business. Now when i login, it automatically goes schwab docusign. I CAN'T access my business docusign because it DOESN'T present itself as option. I know its still active because i have linked up to Black Diamond docusign integration and i can see my templates i wanted to update.

Hello,Where can I find the Docusign PKI for Chrome/Firefox and .exe for Windows download links?I searched and found this link https://docusign.my.site.com/s/document-item?language=en_US&bundleId=yca1573855023892&topicId=ssc1607618442391.html&_LANG=enus but these are just the instructions, there is no link. Regards!

Docusign uses IDnow for identification. Is it possible to use another supplier, already eIDAS like LuxTrust, to validate identity and sign with DocuSign?

I think this is related to new enhancement in DocuSign. can we hide this (see screenshot) in the UI? The default attributes are not useful to us.