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General Discussion

Got a Docusign question that doesn't fit a specific forum? Ask here!

  • 13 Topics
  • 35 Replies
14 Topics
D
Community Admin
Docusign CommunityCommunity Admin
published in General Discussion
How to Ask a Great Question in the Docusign Community Help Forums

The Docusign Community Help Forums are where you can go to get unstuck, get feedback on how you use Docusign, and connect with others who have solved similar challenges. But to get helpful answers, it’s important to ask your question in a way that’s clear and easy to respond to. Here are some simple tips to make sure your post gets the best possible answers: 1. Use a clear and descriptive title A good title sets the stage for your question. Be specific so others know exactly what you're asking. Example: ✅ "How do I automate approval workflows in Docusign CLM?" ❌ "Need help with workflows!" The first title tells the reader what the issue is about, helping the right experts find and answer your question. 2. Provide context and background Give some details so others understand your situation. Mention: Which Docusign product you're using (eSignature, CLM, Navigator, etc.) Any relevant settings or configurations What you've already tried and what happened Example: "I'm using Docusign CLM to

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D
Community Admin
D
Community Admin
Docusign CommunityCommunity Admin
published in General Discussion
Help Forums vs. Groups: Understanding When to Use Which

The Docusign Community offers two key spaces for collaboration and learning: Help Forums and Groups . While they’re both valuable, they serve different purposes. Here's how to decide where to spend your time: Help Forums: Quick answers to specific questions Best For: Troubleshooting a specific issue. Learning how to use a feature in Docusign. Getting step-by-step guidance on solving a challenge. Why use them: Fast solutions: Ask a question and get answers from other members or experts. Searchable archives: Your question might already be answered—just use the search bar. Wide-ranging topics: Covers everything from technical issues to general tips about Docusign tools. Example questions for Help Forums: "How do I create a custom workflow in Docusign CLM?" "How can I bulk generate documents via Salesforce for Docusign?" "How can I add a signer to an envelope after it’s been sent?" Here’s an example of a post in the Help Forums that follow these guidelines: Groups: Deeper discussions and n

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D
Community Admin
N
Newcomer
nharsonoNewcomer
asked in General Discussion
List of User and Information

Hi, i would like to know if there is a way to manage user internally. Example: who can use the QES within the Contract, and who is registered per IDnow.

41
Hengfeng Ge
Rising Star
A
Newcomer
AnotherBenGNewcomer
posted in General Discussion
TOPIC: Receivers not getting forms and Why do the forms show up blank in review after all Lines and items are added to sign?

This is my second round of sending out Docusigns. This time I checked all areas that were RESPOND ONLY and READ ONLY. Once I was done the form said to add LInes or Send without Lines? What am I doing wrong?

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A
Newcomer
D
Newcomer
dave izonNewcomer
asked in General Discussion
Embedded URL magnification default value

When opening the embedded URL using focussed view can we set a default zoom value. By zoom i mean the magnification. Lets say i want to set it to 100%

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D
Newcomer
M
Newcomer
mbirdNewcomer
asked in General Discussion
cancelling subscription

Does anyone know how to cancel month docsign subscription? I signed and paid in May because I need to sign some docsign docs, but now no longer needed, but they keep billing me monthly fee.

172
M
Community Moderator
M
Newcomer
MJChristensenNewcomer
asked in General Discussion
Bulk Send Timeout

Hello, I am currently encountering issues with the bulk send process taking a long time or “timing out.” I have used DocuSign’s bulk send for many years for populating (650+ fields) and routing large groups of contracts (70+) to many (up to 15 imported unique individuals). While the process did take some time (5 minutes or so), recently when going through the process there has been a much larger delay (30 minutes) and in some cases, the process times out and I am unable to route the documents. Has there been a change in the last year or so or is there something that I could be missing that would be causing the delay or issues with sending the bulk send?

81
Hengfeng Ge
Rising Star
A
Observer
abtosoftwareObserver
asked in General Discussion
verification number

Hello, i have a problem. verification number i have registered, is not working properly. Sms codes are not incoming any more. Once i was registering i have obtaied sms code. Now i want to change my verification number but i cannot. Who can help me to do it.

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A
Observer
M
Newcomer
monikin7Newcomer
asked in General Discussion
Charge after subscription was cancelled

Hi, I cancelled my subscription on January 2025 and I was charge for February. It is not letting open a case either, when I go the cases section the “New case” button does not appear.

474
R
Community Moderator
S
New Voice
sgarciavNew Voice
asked in General Discussion
Can I disable the " i agree to use electronic records and signatures" mesage?

Hi all, a few weeks ago users started to get the message presented in the title. Since we are using DocuSign internally, many are complaining about it. Why did this message/dialog start coming up? Is there a way to disable it? I checked signing settings, but nothing pops up. Any orientation is appreciated. Salvador PS: Image of dialog presented here:

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S
New Voice
C
Docusign Employee
Community UserLegacy User
asked in General Discussion
How do I stop DocuSign from sending reminder emails for signatures?

How do I stop DocuSign from sending reminder emails for signatures?

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J
Newcomer
P
Newcomer
ponchoNewcomer
asked in General Discussion
Paypal docusign scam

I received an email from docusign about completed purchase through Paypal for bitcoin. I checked my docusign account which I have not used recently and found 2 “completed” folders, one of which I can’t open. So far my Paypal does not show a purchase, but I don’t know what the “completed document is and it won’t allow me to take any action or report it. Should I be concerned?

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N
Community Moderator
L
Newcomer
Logan MartinNewcomer
asked in General Discussion
E-Mail Question

Hi: I am a new Admin for our DocuSign account and I have a question regarding the e-mail notifications we get letting us know that there is a new document for us to review/sign off on. Regardless of who initiates a request, when the notification arrives in our Gmail inbox, it says it is from “XXX via DocuSign,” where XXX is an employee who used to actually be in my position but is no longer with our company (I am the person who replaced XXX). Does anyone know how to go in and change that? In a perfect world, I’d like it to say that it is from whomever originates the requisition, but if they have to all appear to be from me, I can live with that. I just don’t know how to get rid of/change the name of the person who is no longer with us. I just went in and saw that his profile was active, so I closed it about 10 minutes ago. But, as I have been typing this, I received another email, and it still said it was from XXX, so I am at a loss. Any guidance/help that anyone can provide would be g

10032
A
Community Moderator
L
Newcomer
LukaNewcomer
asked in General Discussion
Change email domain

The following is what I plan to do, I would like to know if it is correct and is there anything wrong with my understanding? 1. Declare a new domain, add domain and change settings 2. Update the email address of a single user and test the new account login. If the single account test is normal, you can use the sample file to update a large number of users. The "UserEmail" field in the sample file remains unchanged and must contain the current user's email address. In the "UpdatedUserEmail" field, enter the email address for the new domain. Once the import is complete, the user's email address will be updated. All existing information will be there. ※ It is recommended to set up and test SSO in a demonstration organization first. Once successful, repeat the same steps in the production organization account.Login to different URLs will lead to different environments.Demonstration: https://account-d.docusign.comProduction: https://account.docusign.com

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A
Community Moderator

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