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Unanswered questions

2397 Topics
H
Newcomer
H.KNewcomer
asked in Japan User Group
Andoridでアプリが上手く作動しない

下記機種のタブレットでアプリを使用すると、うまく作動しません。再起動してうまくいく時も極まれにある程度です。非対応機種ですか？ 例)どのボタンも反応しない、途中で画面が固まる=====契約会社：Softbank(5G)使用機種：Lenovo TAB6(A101LV)アンドロイドのバージョン：11

1
Y
Community Moderator
1 month ago
K
New Voice
karanvir93New Voice
asked in eSignature API
Docusign API : how to change the validation message for Numerical Tab?

In the numerical tab I want to change the validation message. Currently, if I enter invalid number it says – Invalid number, sample format #,###.##. I want to change it and not show # symbols. How to do it using Docusign Java API?  

2
Hengfeng Ge
Troubleshooter
1 month ago
C
Newcomer
CarolynHoskinsNewcomer
asked in eSignature
Tag for Today's Date

I want to add a tag for today’s date when the document is generated which may not necessarily be the signature date. Is there a tag for this?

6
Hengfeng Ge
Troubleshooter
1 month ago
N
Newcomer
NateeNewcomer
asked in DocGen
DocGen Adding additional spaces while using Bulk send

I am sending forms out to clients that contain name and addresses.  I created the document in the dosusign word assist.  all of the merge fields look to be single spaced.  i pulled in the recipients using a csv file via bulk send.  The finished document that the client sees has a bunch of extra spaces like below… Name Adress 1 Adress 2(Removed information due to P ersonal Information)

4
N
Community Moderator
2 months ago
A
Newcomer
athithanNewcomer
asked in eSignature API
Identifying the Account Owner in DocuSign via API

I'm currently integrating DocuSign with our application using the OAuth flow for the purpose of conducting access reviews. During this process, I've encountered a challenge in identifying the actual owner of a DocuSign account.Our integration allows for user management, including deletion. However, we want to implement a safeguard to prevent the accidental deletion of the account owner. The API documentation and current endpoints don't seem to provide a clear method for distinguishing the account owner from other administrative users.Is there an API endpoint or a recommended approach to reliably identify the original owner or primary administrator of a DocuSign account? This information is crucial for implementing proper access controls and ensuring the integrity of the account structure.Specifically, I'm looking for:1. An API method to retrieve the account owner's details2. Any flags or identifiers in the user data that might indicate account ownership3. Best practices for handling th

6
A
Docusign Employee
2 months ago
D
Newcomer
DivyaNewcomer
asked in CLM
How to display content merge tag in upper case

How do I display any content select merge tag in upper case ? For example , I have this content select merge tag in my template - <# <Content Select="//Customer_Name" Optional="true"/> #> , but my requirement is to display customer name in capital letters or upper cases. How do I achieve that ? in this case , if customer name is Thomas in the intake form , in my template I would like to see “ THOMAS” - Is this possible ? and what is the syntax for this tag ?  

1
Pawan Gangwani
Digital Collaborator
2 months ago
T
New Voice
Teri.MaierNew Voice
asked in eSignature
Allow user to create envelopes, but not send

I have a situation in which a team of employee users are going to help a new user set up approx 185 envelopes, each setting up a portion.  The crucial thing is that all the envelopes must appear to come from the new user. Normally, I would simply set up the team with Shared Access on her account and have them create the envelopes from within her account.  However, in this case, the documents to be sent live in our document management system - NetDocuments.  Net Docs integrates with DocuSign, but the process begins in NetDocs by selecting the documents and pushing them to DocuSign.  The resulting envelope is placed on the account of the person doing the selecting/pushing. The only thing i know to do is to have the team create the envelopes, but save them as drafts instead of sending them, then transfer ownership to the new user, access her account, and finish sending them.  My concern (beyond the fact that this is extremely clunky) is that someone will inevitably hit Send rather than sa

2
T
New Voice
2 months ago
A
Newcomer
aagrNewcomer
asked in eSignature API
Exporting all signed documents

Is there a way for me to download/export the PDFs of all the documents that were sent to me? I can list all envelopes, via API, but when I try to retrieve them, the ones with a URL outside my region fail. My account region is CA, which means that any documents sent by accounts from the EU or the US fail. 

1
A
Docusign Employee
2 months ago
S
Newcomer
SusanKjetNewcomer
asked in eSignature
New Search Function

Docusign used to be so easy to search for signed agreements.  Now it has changed and no longer searches for my keyword.  Has anyone else seen this change, and do you have any tips for finding a Completed contract? Thanks!

6
C
Community Moderator
2 months ago
mshealy
Troubleshooter
mshealyTroubleshooter
asked in Web Forms
email subject needs to have faculty name from template

I have a web form with all of the template fields on it.when i edit the template settings and try to add a merge field into the subject the only fields that show are the people and emails of those that have to sign, no other fields.What i want is the faculty members name to appear in the subject so that all approvers will see who it is for.I have tried manually adding it with [[Faculty_Name]] but that isn’t working.Please help,Thanks

7
N
Community Moderator
2 months ago
H
Newcomer
Hagar_avNewcomer
asked in eSignature
Document Visibility Issue

Hi,Hoping someone might be able to help.I’m trying to set document visibility, added the recipient as signer and checked the “ Recipients must be signers to view signed documents”. also added a field for the person in the file. however, the visibility is blocked. can’t be edited.Please advise.  

10
N
Community Moderator
2 months ago
A
Newcomer
ahmedrgbNewcomer
asked in Google
I had a contract on my google workspace account and the account has been removed

I signed a document on DocuSign with my workspace google account, and now the company has removed my account completely, I can’t access this account anymore..what can I do to get this contract back? it’s too important and I’m able to provide any information needed to verify that this email is mine.please it’s too urgent and I need someone to contact me in regard to this issue.

4
N
Community Moderator
2 months ago
K
Newcomer
karndtsNewcomer
asked in Rooms
Customized sender roles

Though I am the administrator for our account, we have several users who each send envelopes. Is there are way for notifications to go only to the sender?

6
N
Community Moderator
2 months ago
J
Newcomer
jeanneparsonsNewcomer
asked in Payments
Pay my deposit

I am new and would like to pay my deposit.  I was approved yesterday but need help on where to go.  It was due today and no luck so far.Please call me and provide me with instructions.  You already sent me one set of instructions but that was of no help.  The money was due today for unit #214

4
N
Community Moderator
2 months ago
N
Newcomer
Narendra NandaniyaNewcomer
asked in eSignature API
Query About JWT consent & Account Base URI

JWT Authentication Flow: Once user consent is obtained, I can generate a new JWT and use it to create an access token. According to the documentation, I can generate a new JWT if the access token expires without needing further user interference. Is this correct? Account Base URI: I need to get data for only one account. The documentation mentions that the base URI contains {server}. Is this base URI fixed or does it change over time for that specific account? Essentially, can I take the base URI directly from the user to avoid making a userInfo call to retrieve it? I mean get it from use and hard code in my code. is it Fine ??? 

0
N
Newcomer
2 months ago
P
Newcomer
PaulAtIExtendNewcomer
asked in Salesforce/Apex Toolkit
Confirmation that Send With DocuSign in a Salesforce flow works

Hi team, I have a Custom button calling screen flow in Salesforce. The flow is setup to “Send with DocuSign” as per below:  I have quite extension Screen documentation for errors, and the flow completes successfully:The envelope (related to the ID I’m using above) works when I execute it directly - however, when the flow completes, I don’t get any errors, it completes, but the Envelope is not sent. If I edit the envelope template ID slightly, the flow fails - so I knwo the ID is correct… Similiarly, I know the correct object is being sent through…Is it possible to get any feedback from the APEX action so I can tell if it worked or not. As you can see the flow is designed to create an object to hold all the responses from the docuemnt - but otherwise its pretty straight forward. I can use this object to track a status if one exists! 

0
P
Newcomer
2 months ago
B
Newcomer
BFrederNewcomer
asked in eSignature
Locating Usage Data for an eSignature Business Pro plan

Does anyone know how you can retrieve the usage data on the eSignature Business Pro plan?  We would like to monitor how many envelopes were used and remain for our current billing cycle. It would be very helpful if we could get this from the Admin Console.

1
JohnSantos
Valued Contributor
2 months ago
H
Newcomer
HeatherUnboundNewcomer
asked in CLM
Google Drive integration

 How can we connect the company google drive account so that all users in the docusign account can save their files to the google drive?  It seems as though only I can see the google drive integgration?

1
L
Docusign Employee
2 months ago
L
Newcomer
Lucas C.Newcomer
asked in Docusign Admin
Cannot enable Custody Transfer

As the title would imply, I’m trying to manage Custody Transfer settings for my org’s account. However, the option is simply missing from eSignature settings. When I go to Features, there is no option to enable the Transfer Custody feature.We have a Business Pro plan, which explicitly has the Custody Transfer feature listed on the feature grid.What do I need to do to enable this feature?

2
C
Community Moderator
2 months ago
Y
Newcomer
yournumbersgirlNewcomer
asked in eSignature
Fields all capitalization

How to make fields all captialization for input.

2
C
Community Moderator
2 months ago
C
Newcomer
CDawesNewcomer
asked in Financial Services Industry Group
Durable Medium

Hi. We are an eSignature user and have questions about providing the documents in a “durable medium” to customers. Have any other financial institutions had similar and what did you do to overcome it? Many thanks.

1
BillD-Croghan
New Voice
2 months ago
B
Newcomer
baostarNewcomer
asked in eSignature API
Document Generation fields setting question

By using document generation, I added custom fields into document, set a field without required option and saved, then I requested the `https://{{docusignHost}}/restapi/v2.1/accounts/{{accountId}}/templates/{{templateId}}` but the response of request shows that field is `"required": "True"` I don’t know whether it is right 

4
B
Newcomer
2 months ago
S
Observer
suryaObserver
asked in Salesforce
Signed Document

After giving this access also signed document is not back to salesforce opportunity record 

2
N
Community Moderator
2 months ago
D
Newcomer
DavidVVVNewcomer
asked in eSignature
How to switch account?

I have registered two accounts, one personal and one corporate but under same email address. Once I logged in, how can I switch my accounts?  

15
N
Community Moderator
2 months ago
V
Newcomer
Vasile GodjaNewcomer
asked in eSignature API
How do i prepopulate field in a document before sending it from the eSignature Rest API

Hello everyone,I have a simple task to complete, but since I'm new to this, I'm struggling a lot.I have a contract document with several fields that need to be updated every time I call the API. These fields include contract number, date, client information, etc. My question is: how do I prepopulate these fields?Below is a short preview of my document and how I currently call the API:{    "templateId": "' + @templateId + '",    "templateRoles": [        {            "email": "' + @signerEmail + '",            "name": "' + @signerName + '",            "roleName": "Client"        }    ],    "status": "sent"}How can I modify this to dynamically populate the fields in the document such as the contract number, date, and client details?Thank you in advance for your help! 

1
Ivan.Dinkov
Docusign Employee
2 months ago

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