Solved

I had an active technical matter going. A change was made by support. The support person wanted me to confirm that the process was successful. However, the chat box was lost and replaced with the bot asking irrelevant questions.  How can I reengage back with the live chat or send a message to them?

I have my Document Visibility settings enabled, but I want to be able to choose which documents would be visible within the template itself - I don’t want my sales team to have to select it every time they create an envelope. Is that possible? When I look at the settings in my template, the checkboxes for each document visibility are greyed out.

I have sent about 30 employee handbooks to be read and electronically signed by each employee. A few have come back that I have been able to open, download and save to our organizational files. No problem. However, I received one, and when I clicked to open, it sent me to a Docusign screen that said → Access Denied. User lacks sufficient permissions. For assistance, please visit our Support Center.  How do I access the document? Why was I able to access the others and not this one? 

A question regarding the DocuSign Mobile app.If a user decides to upgrade their smartphone to a new model - as part of that move to the new device is there any specific administrative actions that need to be performed before they can start using Docusign Mobile on the new device ?   In other words, do they simply need to install the Docusign app and log into it ?  Does anything need to happen with the old device apart from uninstalling the app ?

My Documents keep purging out of my account. I have never enabled this. Why is there no customer support to call?

I successfully did two Bulk Sends within the past two months. Now, when I try, I get some error message about how the legacy version is retired and something about using v2. It includes a link to a Transition to Bulk Send v2 page regarding bulk sending that is unnecessarily long. It begins with; “Docusign is encouraging all customers using the original bulk send feature (v1) to begin their transition to the enhanced bulk send for multiple recipients (v2). Bulk send v2 offers many great improvements and the end of life was February 28, 2022. This article provides more information about the transition to help guide you through the process.” As I read this, v2 ended Feb 28, 2022!? Also, what is the point of all of this. When I press Bulk Send, just simply go into the Bulk Send. Why do I have to stop what I’m doing to read through all of this seemingly nonsense, set up Demo accounts, etc.? Why wouldn’t it just walk me through it? 

I'm working with a template and I want to add an attachment to it, but this error is returned. Here's the code:  let document1;   try {    let response = await fetch(anexoFuncionario);     if (!response.ok) throw new Error('Erro ao baixar o arquivo');    let contentType = response.headers.get('content-type');    let fileExtension = 'pdf';     if (contentType.includes('image/png')) fileExtension = 'png';    else if (contentType.includes('image/jpeg')) fileExtension = 'jpg';     let arrayBuffer = await response.arrayBuffer();    let base64FileContent = Buffer.from(arrayBuffer).toString('base64');     document1 = new docusign.Document();    document1.documentBase64 = base64FileContent;    document1.name = 'Anexo do Funcionário';    document1.fileExtension = fileExtension;    document1.documentId = '2';   } catch (error) {    console.error('Erro ao processar o anexo:', error);    return res.status(500).send('Erro ao processar o anexo');  }   let signerFunc1 = docusign.TemplateRole.construc

Hi,Is there any documentation available on how to use the Salesforce ETL step?I’m interested in querying a Salesforce field value at a certain point further downstream in my workflow and not at the start of the workflow (or as part of a Doc Gen form). Thanks!

Hello Everyone!Does someone knows how to use the expression builder of Salesforce ETL Step in the CLM workflow? I am having a slight issue with using the expression builder in the document generation form field. The problem is the DocGen forms that we’ll use is dynamic that’s why we’ve tried to make use of the expression builder but it is having an error on that process. The variable that we are declaring in the expression builder is a String Variable. Can someone help me how to use the expression builder on this step properly?I will attach here an image about the step and my code on how I declared the DocGen form using C#.     Thank you for your help! Regards,Alex

Hey all,Currently I stuck getting data from Salesforce in order to use it in a workflow. So far I can tried to use the Salesforce ETL workflow step for it. However, it constantly fails.In order to get the data from the Salesforce object (Opportunity), I tried e.g. the following setup:Salesforce Object Type: OpportunitySalesforce Object id: I used the Opportunity id (18-digits) referring to one specific record (hardcoded)Additionally, I created Configuration Variable with the following input in order to get the name and stage of the Opportunity:<?xml version="1.0" encoding="UTF-8"?><Opportunity>  <Name></Name> <StageName></StageName></Opportunity>Resulting into the following translation:  My questions regarding this topic:is the workflow step Salesforce ETL the correct step? if so:is it correct to use the 18-digits opportunity id Did I do something wrong with the xml file? Unfortunately, I could not find anything documented r

Hello,I’m working on the DocuSign Salesforce integration. My question is: how can I do copy with field data in salesforce? 

When fetching envelope details based on filters using ListStatusChanges, the request contains customField as the account number and folderIds as sentitems, with include = "custom_fields" (to retrieve other custom field values).Before executing this request, we call the token API, but the token creation sometimes returns a non-successful HTTP code, though not all the time.What could be the issue? We are implementing it as mentioned below.var _apiClient = new ApiClient(_baseurl);token = _apiClient.RequestJWTUserToken(_integratorKey, _userID, _baseurl, Encoding.UTF8.GetBytes(PrivateKey), 1, Scopes);TokenGeneratedAt = DateTime.Now;

Things I have tried so far -Define the connect configuration at the Docusign Admin to list all the events to trigger the webhook. - This approach works but it expects the callback url to be static. But I would require the callback url to be generated specific for the server environment.(dev.test.com/callback-url, stage.test.com/callback-url etc. ) Hence this is not an option for me. Tried to set the envelopeEvents and RecipientEvents in the envelope definition. like below but its not triggering the events on complete/decline of signing.  const envelopeDefinition = new docusign.EnvelopeDefinition(); envelopeDefinition.emailSubject = this.template.emailSubject; envelopeDefinition.documents = this.template.documents; envelopeDefinition.recipients = new docusign.Recipients(); envelopeDefinition.recipients.signers = [signer]; envelopeDefinition.status = 'sent'; let eventNotification = new docusign.EventNotification();

I sent an envelope to 3 users to sign, but accidentally typed one email incorrectly and it bounced back as a “Delivery Failure.” The first user signed, but I need to correct the second users email address. When I am on my homepage, I can see the envelope under Agreement Activity section, but when I click “Correct” to the right of the envelope, it brings me to the inbox page and I receive the message “Unable to Access the Envelope.” From the “Sent” folder, I can see the envelope, but there is no option to correct. Any ideas on how to correct this?

Hello,I am trying to upload few templates, but I am getting an error of the templates size which should not be more than 25 MB.How can I upload templates of sizes more than 25 MB?  

How to set up a team lead in DocuSign Rooms so they have access to their team members rooms? What needs to be included in a team lead role & permission & how do you link the team members to that role? Step-by-step instructions would be helpful.

Hi All,I wanted to understand the concept of App password.So normally we create a new account for each sandbox and connect it with salesforce.Later in salesforce we create a named credential and give our username and instead of our password we put in the app password generated in docusign.Should we be using different app password for different sandbox or how does it work.i have 10 accounts in the same login username. so should i use 10 different app password ?

I am wanting to be able to share my previously used contacts that are saved with a colleague so that they my use them as well. Is this something I am able to do?

Can I please get some confirmation on the 21 CFR Part 11 module requirements for users RECEIVING a signature request, when the receiving user does not have the 21 CFR Part 11 module.Say I am a 21 CFR Part 11 module user, and I send a signature request to a user with a FREE DocuSign account (assume their org uses a different signature platform, so no DocuSign licenses). Is the signing users signature 21 CFR Part 11 compliant, and they are forced to provide a second method of authentication as part of this compliance? I would hope/expect that it does work this way, just looking for total confirmation as i’m struggling to find a concrete answer for certain...

I have a template with three roles and the order I want to keep is:Role 1: Needs to View Role 2: Needs to Sign Role 3: Needs to SignMy ideal workflow consists of the role 1 viewing the document and only after the approval, the envelope is sent to role 2 and 3 for signatures. However, I noticed that as soon as the role 1 opens the envelope, role 2 also receives the notification.How can I prevent role 2 from receiving the envelope notification while the role 1 is still reviewing it? Should I actually set role 1 as Needs to Sign and request the consent via an Approve button? Thanks!

If a template has several documents (pages) within it and only one documents (page) needs to be edited (i.e. replaced) or another needs to be added in the middle of the template, how can I make that change without losing all of the other pages fields that were already assigned? Example: I have a 50 page document that I have assigned all fields within all pages. I have to update one page within this document, how can I do that? It is letting me remove a page, but not add one. Further, I do not want to have to start all over and reassign all fields if I add a page within the entire document. Is this possible with DocuSign?

Hello, Is there an option to customize the email subject and instruction text to include for an Agency as a specified recipient via the API.Something like below: "Please fill in your details if you are the signatory for this contract. If you are not, please add the recipient's details who should be signing.Note: If you close this dialogue box without entering any details, you will need to reopen the email to add the assignee's information." Thanks,Swami

Hi Team, I want to fetch custom folder of all user(DS-Admin and DS-Sender) created under same account.While I am trying to all get folder with List API (/restapi/v2.1/accounts/{accountId}/folders?include=envelope_folders,template_folders,shared_tempalte_folders ) with this I am only getting admin folders. Please provide any solution to fetch list of Folder. Thanks,Sneha

Why do I need to sue DocuSign in order to get an envelope history that I am a part of and my signature was used fraudulently?Why is CS and  legal so evasive?Doesn’t anyone know that not honoring the TOU agreement and production of documents will be a complaint filed with the FTC, SEC and consumer protection regulators?I have been trying to reject all contracts made using DocuSign because of their lack of compliance with TOU(If you are part of the document and a signature is contested, I am entitled to the envelope history)I will be including DocuSign as the facilitator in a fraudulent transaction and requesting a subpoena that DocuSign must comply anyway and now will be asked to pay legal fees and potential sanctions and any judgement sent to the proper regulatory agencies.   

I added some users because in a web search I got information suggesting that the DS Senders permission allowed people to send but did not allow them to sign. It appears this information is not correct.How can I remove the ability to sign on users. We have a scenario where only 1 person is supposed to be able to sign. But a handful of people need to be able to send envelope out for signature.