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Unanswered questions

2655 Topics
C
Newcomer
Christophe VNewcomer
asked in Docusign Community Club
confidentiality

hi,I’d like to know if Docusign can use the data that appear on the documents that I sign via the Docusign platform.Thank you Christophe 

2
C
Newcomer
10 hours ago
N
Newcomer
nathanDNewcomer
asked in Notary
Are Docusigns notaries valid (legal) in California

We would like to use Docusings online notary services but are they valid/legal for use with Californian residents?

0
N
Newcomer
10 hours ago
S
Newcomer
smroldanNewcomer
asked in SDKs
C# SDK v8.0.0.0 No longer Synchronous-Safe

Just updated from version 5.3 to version 8 of C# esign SDK (integrating w/ .NET Framework 4.8 MVC App) to take advantage of “IncludeAnchorTabLocations”.Didn’t realize it would mean completely rewriting everything to use async since the synchronous methods now just call the async method .GetResult()public OAuth.OAuthToken RequestJWTUserToken(string clientId, string userId, string oauthBasePath, byte[] privateKeyBytes, int expiresInHours, List<string> scopes = null) { CancellationTokenSource cts = new CancellationTokenSource(); return TryCatchWrapper(() => RequestJWTUserTokenAsync(clientId, userId, oauthBasePath, privateKeyBytes, expiresInHours, scopes, cts.Token).ConfigureAwait(false).GetAwaiter().GetResult()); }comparison of v7 (synchronous-safe) w/ v8 (synchronous-unsafe)Took me way too long to figure out why the application was hanging. Warning to anyone out there upgrading to v8 -- beware of deadlocks if you’re not using the async methods

0
S
Newcomer
11 hours ago
J
Newcomer
jjfwcNewcomer
asked in eSignature
Help with access

I have used this program for years.  As of yesterday I am unable to receive any documents. When I requested to resend a link, the link went to an incorrect email.  My email mispelled.  I can’t figure out who to call or how to fix it.  neither can the sender.  I actually activated a free trial to try and bypass the issue but no luck.  very odd and need some clear simple direction as a lot of my contracts go thru this program.  Sorry don’t understand all the categories.   Please advise.. thank you!!!

0
J
Newcomer
11 hours ago
C
Newcomer
CharlieSNewcomer
asked in Salesforce
Different Email Address as the Sender of DocuSign from Salesforce

Can you advise if its possible to have different sender of DocuSign in Salesforce?For example when the DocuSign triggered from: Account, then the sender would be Account@Sender.comContact, then the sender would be Contact@Sender.comI appreciate any input/advice.

2
N
Community Moderator
11 hours ago
S
Newcomer
soupy88Newcomer
asked in Embedded Signing
Refused to Connect JS errors

I created an app to prove the Docusign JS embedded signing with Focused View.  I am using C# at the server and JS/jQuery at the client.  I followed all of the steps in the article “How to request a signature using focused view” (https://developers.docusign.com/docs/esign-rest-api/how-to/request-signature-focused-view).Everything on the server side is fine, but when the JS code runs to load the document for signing, I get the following permission errors:Refused to frame 'https://apps-d.docusign.com/' because it violates the following Content Security Policy directive: "default-src 'self' https://js-d.docusign.com/". Note that 'frame-src' was not explicitly set, so 'default-src' is used as a fallback. Refused to connect to 'http://localhost:49618/05e7fec…/browserLinkSignalR/…ationData.browserId&browserId=b7e3-320d&clientProtocol=1.3&_=1728595245739' because it violates the following Content Security Policy directive: "default-src 'self 'https://js-d.docusign.com/". Note that

2
S
Newcomer
11 hours ago
K
Newcomer
KikiNewcomer
asked in Docusign Admin
Basic Plan

Doesn’t the basic plan include 5 envelopes per month? If so why is my plan saying I ran out of envelopes in the month of October when I haven’t used any yet?

3
N
Community Moderator
11 hours ago
K
Observer
kenslenkerObserver
asked in Data Verification
identify phishing in a legit Docusign document

We have received several emails over the last 2 weeks that are legit docusign emails but when you open the document there is a phishing link in the document.  How do we protect against this?

1
N
Community Moderator
11 hours ago
B
Newcomer
Barry GoldsteinNewcomer
asked in eSignature
How to make role information required for all roles on PowerForm

Hi all I have set up a template and I am using it as a PowerForm.  There are 4 roles for the template / PowerForm:Submitter - who supplies all the info and initiates the PowerFormSubmitter Manager (signer 1)Supplying Data…. (signer 2)Receiving Data….(signer 3) Even though all 4 roles are marked as “Needs to Sign” when I created the template, when the PowerForm is initiated, it is only requiring the first role to be filled out?  Can I get the other roles to be required as well?  The Submitter (first role) would supply all the info.Please help Thanks!     

1
N
Community Moderator
11 hours ago
1
Newcomer
1233fdsNewcomer
asked in Go-live
Adding redirect URI to an integration key in developer account

We have set up an integration key in our developer account. I need to add a redirect URL but it is not letting me save this showing the message in the below image. I have tried this several times on different days but still no luck. Can you help me understand why this is happening and tell me how to resolve this?  

1
E
Docusign Employee
11 hours ago
A
Observer
Aaron WiseObserver
asked in Docusign Admin
SSO - Demo Organization/Account

I’m getting ready to impliment SSO and they mention a demo organization.  I can’t figure out how to create a demo organization that is linked to my real organization.  I want to link our domian and SSO (Azure) only once. 

0
A
Observer
12 hours ago
M
Newcomer
msmallNewcomer
asked in eSignature
DocuSign User Question

Can I add additional users to my account (such as other staff in my office)? if I had the standard plan or do I need the Business Pro plan to do that?

0
M
Newcomer
12 hours ago
M
Newcomer
MirandaRoberts8Newcomer
asked in eSignature
DOUBLE TEXT / BLURRY TEXT ON DOCUMENTS

When I create an envelope to send it uploads with a double text / blurry text as pictured. It does not look like this in my files on my computer before uploading. Please help!

10
B
Newcomer
12 hours ago
D
Observer
DamionJeffreyObserver
asked in CLM
Starting a CLM.CM to CLM.DS migration but users on CLM.CM being prompted to install DocuSign Edit

We’re in the process of migrating from CLM.CM to CLM.DS, which is integrated with our Salesforce Environment for Document Storage.  We’ve converted our Test Environment but not yet production.  We are now getting production users being prompted to upgrade to DocuSign Edit from SpringCM Edit.  Can anyone advise on how to stop this? 

0
D
Observer
13 hours ago
J
Newcomer
jamessNewcomer
asked in Docusign Developers
BaseURL for docusign admin API

What’s the BaseURL should be used in if we want to use the docusign admin api.I have tried all the ways please help me out.

1
L
Docusign Employee
13 hours ago
S
Newcomer
Sobana.vasudevanNewcomer
asked in Microsoft
sharepoint sites using docusign

Hi Team how can i get share point sites names in my organization which has docsign added  

0
S
Newcomer
13 hours ago
J
Newcomer
Julie.PillaudNewcomer
asked in CLM
A member of a task group cannot see the contract to be reviewed

Hello,We have added to our existing task group a new employee. She receives the emails specifying that a task group review has been requested, but when she tries to click on the task or on the document (whether in the email or directly on CLM), she has a page displaying that 0 document is to be reviewed. On the other hand, all 3 other members of the task group can see the task and the document, and the task has been neither attributed to one person or completed. We also tried to attribute a task to her and she has the same issue.I checked also the security of the folders and it should be ok as I added her to the group “Legal” we are part of, and the Legal group has access to everything.She has only a CLM user status and not admin (while the other 3 members have an admin status), but I do not believe this should be an issue?Any help to solve this would be really appreciated!!

1
J
Newcomer
13 hours ago
Z
Newcomer
zgoldbergNewcomer
asked in Salesforce
Salesforce checkbox merge fields cannot writeback?

From poking around a bit, I have come to an understanding that DAL does not support using checkbox fields from Salesforce as merge/writeback fields. Is this true? If so, this seems like a major oversight, especially considering the fact that something like this was possible with the Legacy Docusign integration.We use a number of checkbox fields that we would like to merge/writeback via Docusign contracts, but it seems like there are no solutions other than “change to picklists” i.e. change our entire data model. Has anyone found a workaround? Are there any plans to implement checkbox merge fields?

6
Z
Newcomer
14 hours ago
M
New Voice
Mike BeveridgeNew Voice
asked in eSignature
Envelope delivery failure (TLS failure and reporting) ?

Good morning community!...does anyone know if the DocuSign delivery failure notifications contain content to report the failure due to a TLS error? (in other words, If I activate enforced TLS and the recipients email server does not / cannot support at least TLS 1.2...will I receive sufficient details to notify me OR will I just receive a ‘generic’ Failure notification ?)...and, can I obtain statistics on deliver failures from within the application, as an administrator? Thankyou !!!

2
M
New Voice
14 hours ago
C
Newcomer
CLedwidgeNewcomer
asked in eSignature
My signature blocks are being dropped after I send to signer

I have sent two documents to different clients and when they get them one or more of the signature blocks are missing.  This causes a delay as I have to resend the documents more than once.I have double-checked the signature blocks before I send them - is there a way to prevent this. 

0
C
Newcomer
14 hours ago
J
Observer
JohnKMoreheadObserver
asked in eSignature
Can't Find a Document I signed

Recently, I rented an Airbnb.  The Lessor sent me a contract via Docusign.  I know I signed and returned the document but now I cannot locate it.  I subsequently opened a Docusign account attempting to locate the document but have been unsuccessful.  I checked with the Lessor and he said that he never sent such a contract.  I checked with Airbnb and they said that they never sent a document.Can you please help me locate the document?  Thank you!

1
C
Community Moderator
14 hours ago
S
Newcomer
SabrinaEPNewcomer
asked in eSignature
Does anyone know how to get a hold of a manager?

I started emailing and calling to have my plan downgraded weeks before my renewal, but my account rep and her backups were unavailable. Customer service told me that they couldn’t change the account and kept opening tickets and cases for an account rep to help. It has been four weeks now, and the auto-renewal has been processed. I am now being told by customer service that the plan can not be changed since the auto-renewal just went through and to speak to an account rep. How do you get a hold of someone who can help in this company?

5
S
Newcomer
14 hours ago
Rob Reid
Newcomer
Rob ReidNewcomer
asked in CLM
Changing columns in the Salesforce CLM Files Lightning Component

We are using the CLM Files Lightning Component to display the documents in Docusign associated with the Salesforce record on screen.  It currently displays the Filename, Description, and Last Modified date, but I’d like to be able to show different columns (or at least know what other columns I could potentially show). Do we have any control over what columns are displayed from within the CLM Files Lightning Component?  If so, how can I change those columns?

0
Rob Reid
Newcomer
15 hours ago
N
Newcomer
N_NEILNewcomer
asked in Salesforce
Missing Place fields in envelope template workflow

How to I add in the Place Fields option as it’s missing atm: 

3
M
Newcomer
15 hours ago
M
Newcomer
maggie.gallottiNewcomer
asked in eSignature
Not all recipients are there when template is applied to uploaded document

I think I figured this out - please disregard - thanks 

1
C
Community Moderator
15 hours ago

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