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Unanswered questions

395 Topics
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in eSignature
Delegation at Admin Level

Can we enable delegation for users at the admin level?Occasionally, users go on leave without setting up delegation and may not have access to their emails to manually Reassign envelopes one by one.Is there a feature or option that allows administrators to assign a delegate on behalf of users?

81
Alexandre.Augusto
Docusign Employee
4 days ago
P
Newcomer
PemshaNewcomer
asked in eSignature
Knowledge Based Verification

Where do the KBV questions come from?  We have a customer that doesn’t have an email address but would like to use spouse’s email.  Do the questions come from the name on the envelope or the email address used?  

162
P
Newcomer
4 days ago
C
Newcomer
cnemtNewcomer
asked in eSignature
Template Editing Issues

When editing templates, I choose Template in question, right click the 3 dots on the far right and choose Edit. The 1st page comes up, Name, Description, Document Upload, etc., etc. I press Next. Here, sometimes the Template Builder window opens, sometimes it doesn’t. The times it doesn’t, it goes directly to the document itself as though I’m creating/sending an envelope. This is really driving me bananas. Any ideas?

231
M
Community Moderator
4 days ago
K
Conversation Starter
kokosConversation Starter
asked in Microsoft
Power automate get user filled in tab value

Hello, In Power automate I have a flow to sign through Docusign. In my template I have some tabs that the user have to fill in info. My question is, can I fetch these info (their values) and use them later? For example from the screenshot, can I get the ‘testText’ value?  

243
D
New Voice
4 days ago
E
Newcomer
EwasNewcomer
asked in eSignature
invoice correction

 I have paid for an order( Please see details below). I accidentally paid for two users when I wanted to pay for one. How can we correct this? I also need an invoice issued to the company and not to myself. How do I correct this? Please helpDetails of my orderDecember 2, 2024Order confirmationEwa S*******@********Account ID no: ********Docusign eSignatureStandard - Annual Subscription  Billed AnnuallyUsers (€276.00 per user)      2 UsersSubtotal           €552.00  Paid today       €552.00 (EUR)

142
A
Community Moderator
4 days ago
R
Newcomer
richarddepaulaNewcomer
asked in eSignature
personal signature problems - problemas com assinatura pessoal

Eu utilizo o docusign para assinar documentos de maneira individual, não utilizo para outros meios e desde ontem não consigo mais fazer assinaturas dos meus documentos alegando que já utilizei toda a cota.Eu não consigo suporte, apenas por aqui.Há mais de 4 anos que utilizo o sistema apenas para assinar meus documentos, alguém está com o mesmo problema? I use Docusign to sign documents individually. I don't use it for other purposes. Since yesterday, I can't sign my documents anymore, claiming that I've already used up all my quota.I can't get support, only through here.I've been using the system for over 4 years only to sign my documents. Is anyone else having the same problem?

162
A
Community Moderator
4 days ago
P
Newcomer
PhilineAdNewcomer
asked in Legal Industry Group
Synchronization Problem

Perhaps someone can help me with our synchronization problem. When a client of ours fills out 4 forms for 4 different companies, the (required) box synchronizes itself  to one person, making it impossible to send the form to multiple people in one envelope. In summary: the forms always synchronize; therefore, the same information appears on all forms. How can we avoid this problem? Thank you for your assistance. 

142
A
Community Moderator
4 days ago
B
Newcomer
Bharath_otNewcomer
asked in eSignature
Email Resource File to have footer

Hi all, I am looking to modify the email resource file to have additional footer in all the email sent, I copied the EnvelopeActivation_HtmlBody and EnvelopeActivation_PlainTextBody data tag from the master resource file to a custom file i created and added the footer, but the mail that comes post after placing the xml file in brand is raw format, any other change that we would need to make to send the mails in proper format

112
A
Community Moderator
4 days ago
Y
Newcomer
YisaNewcomer
asked in eSignature
PowerForm

I need the power form to be saved in a specific location after competition.I have 3 individuals that need to work on the form. The first signer (can’t change the order) does not have the option to save the form after completion. Is there a way you can program a power form to go to a specific location after completion?

101
A
Community Moderator
4 days ago
C
Newcomer
ChristosPNewcomer
asked in eSignature
Sharing a document as a link that anyone can sign

I am just wondering what Is the best way to create a form and share this as a link on a ‘welcome email’ that anyone with the link can fill out? As opposed to having to email each new client individually. 

523
D
New Voice
4 days ago
M
Newcomer
MiguelKiwiNewcomer
asked in Microsoft
POWER AUTOMATE

Hello, I am integrating the signing of documents with DocuSign in Power Automate, and I would like to know if there is a way to receive the signed document in a Power Automate flow after it has been signed, so I can store it in my SharePoint and send it to multiple email addresses. Thank you very much.

122
D
New Voice
4 days ago
R
Newcomer
RabGhNewcomer
asked in eSignature API
Next.js App Router, TypeScript, building DocuSign Api

I installed all needed libraries, including the one for ds types. It’s been extremely difficult to use. I haven’t been able to find working examples. I am at a loss. If anyone knows how to use NextResponse app router, typescript, and docusign to get a route.ts file that could send out an e-signature, I would be forever grateful. This is what I have till now ``` import { NextRequest, NextResponse } from 'next/server';import docusign from 'docusign-esign';import fs from 'fs';import path from 'path'; export async function POST(req: NextRequest) {  try {    const { signerEmail, signerName } = await req.json();     // Initialize the DocuSign API client    const dsApiClient = new docusign.ApiClient();    dsApiClient.setBasePath(process.env.NEXT_PUBLIC_DOCUSIGN_BASE_URL || '');     // Load the private key    const privateKey = fs.readFileSync(      path.join(process.cwd(), process.env.NEXT_PUBLIC_DOCUSIGN_PRIVATE_KEY || '')    );     // Request JWT user token    const results = await dsApiCli

6019
K
Newcomer
4 days ago
M
Newcomer
mfrieswykNewcomer
asked in eSignature API
simple field mapping using api to create an envelope and auto-populate std text fields in a template to create a document for signing

i have a platform that has 20+ fields i want to be able to autopopulate on a predefined template and create an envelope using the api. i have tried every possible way to try and get the fields to map and all of the debug logs look great, but still no fields are autopopulating. my data label values match the fields for creating the mapping and the format of the api calls looks perfect and is generating no errors, but still no fields being mapped.  are there limitations where field mapping will not work in a sandbox account.  any other ideas about what might be causing this issue.  any help appreciated.  debug log here. envelope looks good but nothing on fields mapped. DEBUG: Field Mappings Result{ "propertytitle": "stephanie and lili frieswyk2", "propertyaddress": "26735 rockwall parkway", "propertycity": "new braunfels", "propertystate": "TX", "propertyzipcode": "78132", "propertyprice": 789000, "propertyowneremail": "oneweekendsold@gmail.com", "propertycounty":

293
T
Docusign Employee
4 days ago
W
Newcomer
waynemotNewcomer
asked in Authentication
Failing auth code grant after login

An Ruby on Rails application that I support is failing to send an envelope after the login/consent-grant step in the flow diagram.  I receive a response to my callback URL with a ‘code’ parameter set:https://elided-host.edu/auth/docusign/callback?code=eyJ0eXAiOiJNVCIsImFsZyI6IlJTMjU2Iiwia2lkIjoiOGFlYzFjZjQtYmE4NS00MDM5LWE1MmItYzVhODAxMjA3N2EyIn0.AQoAAAABAAYABwCAQhCGVSDdSAgAgM6WzVUg3UgCAD4nwjoJTdpMt_Th1QcGWaMVAAIAAAAYAAEAAAAFAAAADQAkAAAAZmQxZjg5YjItNjZkNi00MGRlLWFhYzctNGFhMTgzNzBlOTY5IgAkAAAAZmQxZjg5YjItNjZkNi00MGRlLWFhYzctNGFhMTgzNzBlOTY5MACAQhCGVSDdSBIAAgAAAAsAAABpbnRlcmFjdGl2ZQcAAABtYW5hZ2Vk.EIkNnGHh1iLCYF1i5JXeyfzU26B7Fx5bJao7X1_3WSJ-N56AoFAy8JA3MLbEWjWtesbXWXplU5HkIN9TyGWYqdwplswU6ai2F5pWnHy1ntHXJr-p2OFGSb7UApcMU4l2Bd-hx3TITt4zgz-YpEfJ6aZT1xoFrkhNFsrwyjpS7LbmGXLxbIKiv61rVi-09l1kem0-V8CufYuaQusnOKWIwlSCSpLXttRumLR4MUGLdTJ5AHEO5LXuKejdojD-M-P9iiTP8VRjnVSp50zi31vLeK6ghyT_ZQEeTs7aqoXIT8afi945JEExuLsIBURdQkIoQLqU0N_jftccaQlGm-YgzA&state=3066440d77f347fa1c1096f597dee488c55609163cc571

81
JohnSantos
Valued Contributor
4 days ago
J
Newcomer
JaneMNewcomer
asked in eSignature
Is it possible to create a shared DocuSign account with individual logins?

Is it possible to create a shared DocuSign account with individual logins?We would like to create an HR DocuSign account. Several members of the HR team would be able to access this but rather than share one login and one password we would like individuals to have their own logins and own passwords to this shared account.I have tried to search for information on this but no luck.Thanks in advance

467
C
Community Moderator
4 days ago
S
Newcomer
SabaNewcomer
asked in eSignature
Contact

Hi,I have a free account, however my credit card was charged an annual fee, my portal does not allow me to contact a support live agent, since it is a free account, and since there is no payment there in the account I can not refund! but then my Master Card says docusign inc $300 USD any idea please how can I fix this without calling my bank? thank you.

429
C
Community Moderator
4 days ago
S
Newcomer
Samuel HaighNewcomer
asked in eSignature
Privacy Policy

We are wanting to add a privacy policy to the end of all envelopes we send for our company we have received some from other firms that have this but after searching the support section i wasn't able too find anything. Is anyone able to point me in the right direction?Thanks

498
N
Community Moderator
4 days ago
T
Newcomer
taylor.v.jonesNewcomer
asked in eSignature
Laserpro to Docusign issues

When exporting documents from Lasepro to Docusign, Docusign gets the correct documents and the correct signing order. All that. But we’re experiencing an issue within the envelope once it’s in Docusign.  For this example, Laserpro has a Lender Editor as the first recipient. When the LE goes into the envelope they have select “Manage”. In there they can edit documents or recipients. However, they do not have an option to Send Later, only an option to “Correct” which sends the envelope even if it's not ready yet. Additionally, if the LE needs to go back in after and correct something, they do not have an option to “Correct” like they normally would. It’s sent out and that’s that. Docusign support has been helpful, but referred me to Laserpro/Finastra, who then referred me back to Docusign.Has anyone else had an issue like this or found a solution? Thanks! 

112
N
Community Moderator
4 days ago
C
Newcomer
cblackstNewcomer
asked in Microsoft
Change Envelope status to shared?

when using power automate to create a docusign envelope, the envelope gets created and saved to my drafts folder- if our account has sharing enabled, how do I change the status of envelope to shared from draft within the workflow?  I don’t want to automatically send the envelope out for signing without manual/human review.  I am still in the process of adding anchor tags to all my template docs, so the fields still need to be manually created for the recipients prior to sending.

91
C
Community Moderator
5 days ago
M
Newcomer
MrVoidNewcomer
asked in eSignature
Template editor breaks when switching documents

Edit: This has been tested on both Firefox and Google Chrome with the exact same results. I also rebooted my PC completed to rule out many other issues. Ive been using the new template editor since it launched and I never had any glitches. But now, one of my templates seems completely broken.I have a template with multiple documents within it. I can edit the first document with no issues, but now when I switch to the second document, the page completely breaks.1) First, my cursor jumps to the top of the page and is locked there. I an unable to type anything on the page or delete/format text.2) Clicking on paragraphs does nothing, but if I double click on them, it highlights the whole thing and the rulebuilder icon shows up. Even if I click the rulebuilder icon and hit cancel, it still doesn’t go away.3) If I try to click back to the first page, I get a choppy grey overlay over everything (but no pop up menu). And at that point, the page is completely frozen and unresponsive.Here are im

407
A
Newcomer
5 days ago
N
Newcomer
Nina ApoleNewcomer
asked in eSignature
Not receving a CC of a compeleted document

Hi, I have been CC’d on several completed documents but was not able to receive a copy. Please help me figure our what went wrong? or how to solve this. Best, Nina

345
N
Newcomer
5 days ago
Hengfeng Ge
Rising Star
Hengfeng GeRising Star
asked in Docusign Partners
Suggestion to Update Partner Awards and Recognize Outstanding Partners

Dear Partner Team,I hope this message finds you well.While exploring the Partner Portal, I noticed the Awards section(https://partners.docusign.com/s/partner-awards) still highlights the FY23 Partner Awards. First, I’d like to extend my congratulations to all the winners of FY23! Their achievements and contributions are truly inspiring, and it’s amazing to see how these exceptional partners have driven digital transformation and enhanced customer experiences across regions.That said, I believe it would be incredibly motivating for all partners to see the Awards section updated to include the most recent achievements. Recognizing the efforts of high-performing partners not only celebrates their success but also inspires others to strive for excellence. Additionally, showcasing the achievements of outstanding partners from other regions would provide valuable insights and examples of best practices that partners like us in APAC can learn from and emulate.Thank you for your consideration,

70
Hengfeng Ge
Rising Star
5 days ago
M
Newcomer
MaxSFNewcomer
asked in Salesforce
Translation of Salesforce picklist not working in DocGen with Salesforce

Hi, We have DocGen and have a Dutch and English version of a document and we want the merge fields to merge in with the right translation or right format like currency and date. One of the fields that needs to be merged is a picklist and we translated it in the translation workbench. However, when we select the Dutch Locale it still shows the English translation and not the Dutch.  For some fields (currency or date) you can set the Date Format  But since this is a picklist I cannot.    when I set my user local to Dutch and the Language to Dutch(Nederlands) it works fine. But we don’t want user to have to switch their Locale or Language. It should work via the translation. How can we solve this?

81
C
Community Moderator
5 days ago
D
Newcomer
dev-harshilNewcomer
asked in eSignature
Docusign Developer Account Creation Error

I am experiencing an issue with creating a developer account (issue atttached with image). I have attempted the process multiple times using different devices and networks, but the problem persists.Could you please assist me in resolving this issue?Thank you for your support.   

81
C
Community Moderator
5 days ago
O
Newcomer
Office_Tech732Newcomer
asked in Docusign Connect
How to Provide DocuSign field names integrating DocuSign connect with Laserfiche?

I'm working on integrating DocuSign connect with Laserfiche I need to Provide DocuSign field names however, these fields, don't exist on my templates for the following data points: Document Name:Document Date:Document Worker:How would I provide field names to collect this data?Do these fields need to be added to each template? If so, is there an automated way to populate these fields and have them hidden? 

81
JohnSantos
Valued Contributor
5 days ago

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