Core Capabilities

Dear DocuSign Team, We recently started using the DocuSign new shared access feature in our organization, migrating all the actual access from the old to the new feature. After that, I discovered that the new feature is designed to not allow users to access a shared envelope via a direct link, which caused a huge manual work for some of our departments. Do you have any plans to enable the link access for the new feature, or should we rollback and use again the old feature? Thank you,Raafat

I am receiving the below error but My template has multiply fields to be field in by the 1st recipient and don't understand why I am getting this message Please review these issues:The primary recipient must have at least one text, checkbox, dropdown, or radio field on the template. .

I would like to know how to, or request a feature, that makes it possible at admin level to customise the default subject line prefix that appears in sending emails.Currently this always defaults to “Complete with Docusign:” and this wording has on many occasions caused documents to be overlooked by recipients - the feedback I get is they see the word “Complete” and think it is a completed document, not a request for a signature, especially for our internal signatories who receive lots of documents for signing. This problem is compounded by the default subject line for finished documents starting with “Completed” - this just seems like a major UX oversight.It is frustrating to have to go in and change this on every envelope. I did see a ‘solution’ that involved setting up templates, but I send lots of different docs, I don’t want a template for each one, and navigating to templates just to send a quick doc seems unnecessarily onerous when you have mad

Since DocuSign isn’t supporting their users, how do they expect anyone to open a case if they’re not a paid customer, and if their Chat option isn’t working? Are we supposed to communicate by smoke signals, or telepathy?You need to get your act together and provide real support, for users, not just government contract customers.So, explain to me why the DocuSign Envelope ID number is no longer included at the top of each page when you sign a document, and then explain who made that hare-brained decision, and what you’re doing to fix your Chat function — which never opens a chat window.Email is a required level of functionality for all users — paid or free. Chat doesn’t work, and since you’re claiming that you provide support, failing to actually do it means you’re a target for a class action lawsuit, which will definitely hurt

Hi,I have a scenario where Phone Authentication is already configured as the identity verification method. I’m now looking to enable IAL2 (ID Verification) as well.When sending an eSignature envelope to a recipient, is it possible to require the signer to complete Phone Authentication first and then IAL2 verification as part of the same signing process?If this is not supported, what is the recommended or best-practice approach for handling scenarios where a higher level of identity assurance is required?Thank you.

I am trying to set up a template where the first person has “Allow to Edit” but the option is not showing in the list. I am using a production account. I have attached screenshots of both the option not there and showing up (in my developer account).Please let me know if there is something I can do. 

Hi all,could you please confirm how many brands can the docusign platform support? i know from commercial that enterprise pro has 5 brands and you can buy additional but I am unsure of the total number of brands that the esignature platform can support.Thank you all for your helpBRSusana 

We received a note back in August of 2025 (below) from Docusign saying that the underlying infrastructure was changing to Azure sometime between 11/2025 and 5/2026. We may need to make updates depending on our configuration. I would like to know if this infrastructure change has occurred and if yes , when did it occur and if no , when is it scheduled? Thank you for being a valued Docusign customer! We have two important updates to share regarding your eSignature service. As a key step in enhancing our cloud infrastructure, your transactions will be migrating to Microsoft Azure. We appreciate your trust in our service and are dedicated to ensuring this transition is smooth and that your data remains secure.1. Service Update: Transaction Processing in Microsoft Azure cloudAs part of our commitment and ongoing investments to provide the most secure and reliable services, we’re migrating Docusign eSignat

Hi all,I am supposed to sign documents using my company e-mail but I am not able to get through identification process, I tried using other browser, restarting, incognito mode, etc. but nothing helps. I stuck on the Connection Speed Test page - I enter it and nothing happens. Any ideas what to do?

DOCGEN_PROCESSING_FAILURE    New system is totally broken.  Support is non-existant.

Hello,Is it possible to control the auto-navigation at the webform level rather than a global setting?  We have some forms that we would like the signer to review each field again before signing.  We have other forms where we would like the signer to just skip down to the signature field.  ThanksRach.

I have a form which will be prepopulated with some key customer information over pages 1 & 2. I then have a variable number of pages that then appear that would allow the customer to essentially provide a list of individuals (name, email address etc) with appropriate input boxes, checkboxes, validation associated with the information to be provided for each individual (i.e. certain fields for an individual are mandatory, individual 2 name can only be supplied if Individua1 has been added already etc). And then a final page for them to sign.They will tell us how ahead of time many individuals they have, and so we generate the document with the correct number of pages before uploading into DocuSign.Can I setup a single template that would work if the document uploaded us 4; 5; 6 etc pages and be able to apply/add the appropriate input boxes etc as required. And any pointers as to how I would do that?

Hello,I'm working on integrating the branding feature with DocuSign, but I'm having trouble understanding why the DocuSign icon appears white in the emails I receive.On the DocuSign preview page, the icon displays in black. I'm using Outlook for emails and have already cleared the cache, as that might have been affecting this issue. 

Hello,Someone sent me a document to sign.I don’t want to sign.I don’t want to open the document, in which case they will receive a notification that I opened it. This is commonly used by scammers/fishing-attempts to fish for info or actions on things that take place on my end.I have been getting daily reminders for a while now to sign. It’s annoying. It’s a waste of my time to get these emails daily and to handle them.I have emailed the sender asking them to stop sending these. They did not.How can I stop getting these reminders to sign? It’s costing me a lot of time, grief, computer resources, and general annoyance, and it’s generally unfair to me to be bothered with this stuff daily.Thank you in advance.

I’m an admin and have provided shared access to one user account to multiple users. When the users are trying to correct bounced back emails by using the Resend button, they can go in and commence correcting it, but then an error message appears “Something went wrong. Please try again”. The envelope is then showing status of Correcting, but no one can access it. The help material says this should be ok in 15 minutes, but not the case. When I test out trying to correct the envelope there is no issues. All users have been given “edit” access.

I am reaching out to share my terrible experience with DocuSign “support” and seek advice on accessing the non-profit discount.In August 2025, I carefully read all the eligibility guidelines for the non-profit discount, which is verified through a third party service, Goodstack. Nothing in the instructions or on the Goodstack website indicated that a Goodstack account was necessary for them to complete the verification. The instructions from DocuSign indicate that Goodstack will reach out to you for any verification needs after you complete the DocuSign non-profit sign up (which requires a credit card). So, I applied via DocuSign, and my organization was immediately declined and charged the full amount for our account. I then began what has been an over two month journey with DocuSign “support” of trying to find out why we were denied and hopefully resubmit for approval. “Support” bounced me to over 5 different people who’s only answer was “we don’t know why you were denied,

Hi everyone,I’m about to send out around 300 documents and trying to automatically include the client name in a completed PDF file name when sending from a Business Pro account. This is so I can bulk upload the agreements into our broader ERP system, and I’m struggling to get it working.Here’s what I’ve done so far: Created a Custom Field (text) called ClientName Added this field to my template  Set the template name to include {{ClientName}} Tested by sending an envelope to myself and filling in the ClientName field As the client/signer I can complete the field ok and the document content looks fine But the completed document file name never updates — it always ignores the merge field  My questions: Does my account require an additional module or settings to make this possible? I’m on a Bu

After all parties signed my document, Docusign changed SOME of the terms within my document into gibberish/symbols.I use Zipforms for my contracts, and only SOME (not all) terms that I included in the contract where changed to symbols once all parties finished signing.The issue is NOT my PDF viewer, as I viewed the document online within Docusign itself, and it shows the symbols.  Yet, on the previous completed envelope, that PDF does not have the issue.I’m going to resend a new envelope for re-signing, and we’ll see if the problem persists.  Yet, I’d love to know why this occured when I’ve never had this issue in 18 years using DS.  

Hello,I would like to know if there is a way to allow the signer to choose the TSP (Trust Service Provider) when signing with a qualified electronic signature. Currently, the sender must select a specific provider in advance.Our scenario involves adding recipients from different countries, and in many cases, we do not know the exact TSP provider they have. Is it possible to allow the sender to specify only the type of signature (e.g., qualified or simple electronic) and let the signer select the exact provider during signing?Any guidance or best practices would be greatly appreciated.Thank you in advance!

I cant´t create a webform from a template. I checked all the steps, every field has a description and so on. In the end it´s showing an error: “The use of a document creation template is not supported.”Any idea?

All i wanted to do is create a document that needs a signature. Now I cannot retrieve the document because my reset password is not accepting. I cannot get to the chat box for support to pop up. For a document to be scanned and emailed back, to this process has wasted a tremendous amount of time. And this process is also painful.

I am using DocuSign for 2 complex medical consent forms related to Embryo Adoption in our IVF program (I am a fertility doc). We will need to use the online notary function. It is very important that we get this right as disputes over frozen embryos are sadly not uncommon (Sofia Vergara and Nick Loeb)...This is simply beyond my abilities so looking to outsource. The consents are written and approved by our legal team.

We have a user profile (as a “service account”) designated to be the Owner of our Docusign Web Forms, Templates, and Power Automate Flow Connectors. Every quarter, this password must be changed in Docusign. After I change the password in the user profile in Docusign, I have to launch Power Automate. I believe that I then have to open dependent objects that have a stored connection containing this user’s credentials in some way to get the prompts that will ask me to authenticate this user’s credentials again. I can respond to the prompts and update the authentication credentials at that time, but only if I get a prompt to do so. However I don’t know how many objects in Power Automate need to be “refreshed” manually so that they do not fail when triggered. We have standard Docusign Connectors but we also have a Custom Connector. How do I know that all of my connections are updated? Do I have to trigger flows that use all of the affected connectors? So far, I have been reactive to when

Hi all,I have created a workflow to upload a document and assign a Task to the submitter. How can I setup a daily email reminder until the submitter uploaded the document? Thank you. 

Hi, We’re looking to build an integration with DocuSign where documents designed using our product need to be signed by our customers’ users in an embedded way at the right time in their journey within our product. I’d like to understand how the partnership works and would like to explore this. As we already discussed with your sales team about this.