Core Capabilities

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

I have used the classic version of templates in the past, and would like to continue.This is the first time I have uploaded a  Word document into templates and Docusign has changed the document during upload by changing my top and bottom margins. Now I have dangling signature fields instead of being grouped on one page as in previous design.How do I get Docusign to stop changing my document?Also, is there a way to set my preferred font once to be used on all documents?

I’m wondering if there is something that isn’t right in my settings.  I received notifications in the past when someone signed a document but yesterday someone signed and I didn’t get a notification.  There were two people to sign, one did, one didn’t.   I thought neither signed because I didn’t get a notification.  This hasn’t happened before that I remember.  Please advise.  I didn’t see anything in the settings regarding sending notifications upon signature but may have missed it. Thanks

Hi!I have a document that requires a signature from one individual in our organization and then signed by the counterparty. Originally I set up a template for this but I need to send out 60 of these templates and I don’t want to use bulk send because our internal signer would have to open 60 emails.Is there an alternative to this?I could create all 60 documents and send them to our signer and the parse them out to the counterparties but before I do that I wanted to see if there was an easier way.Thank you for any suggestions!

Hello everyone,I’m trying to design a workflow for a document that will be signed by employees from 100+ different companies, and then countersigned or approved by that employee’s manager at the same company.My initial idea is to have the employee (Signer 1) select their company from a dropdown field. Ideally, based on that selection, the correct manager/employer (Signer 2) would be automatically assigned as the next signer.The document would need to be accessed directly from our website (freestanding). However, with Web Forms, it appears that Signer 1 can assign any email address, which doesn’t meet our requirements.Does anyone know if this type of conditional signer assignment is possible in DocuSign (via Web Forms, PowerForms, or another approach)? Or is there a recommended workaround for this scenario?Thanks in advance for any guidance.

On a Web Forms template, I need to use conditionnal routing to send the enveloppe to a Routing Group, with 6 potential recipients. All of those recipients are shared mailboxes, for 6 different teams. It works well, but now, they want to be able, once received, to assign someone to the task.So I need those recipients to assign the last recipient as the final signatory.But both on prod and sandbox, it seems that only “needs to sign”, “needs to view”, “receives a copy.” are available for routing group… Note that for “standard” type of recipients (= not from a routing group), I can also use “specify recipients”, “update recipients”, and “edit”, so it’s not about enabling it (I’m admin). Did I miss something ? How can I have a routing group to assign the next recipient (by typing the email address at some point) ?Kind regards

We use DocuSign to route for signature directly out of our Database (there is a DocuSign link in the database to click/send to DocuSign). Recent user was unable to void or cancel envelope that first signer “declined”. Error message read, “Only envelopes in the ‘Sent’ or ‘Delivered’ state may be voided.” 

Date 2/6/26. Thousands of emails from Docusign today, from the email dse_na3.docusign.net. Microsoft Purview Defender has quarantined all of these as phishing emails. Has this happened to anyone else? We had to manually release almost 2000 emails. 

I am trying to add the “Bulk Send” capability to our account. Changing our subscription requires I contact sales. For more than a week, have repeatedly reached out to both support and sales to connect with someone in sales to upgrade our account for this capability. Support has been trying to get someone in sales to reach out to me. Nobody has contacted me. I was just wondering if there is a sales department for subscription upgrades?

How can I make the SSN field (text box set to nine digits) where the document cannot be finished if the user enters anything other than nine digits?  I am wanting nine digits exactly…….not 4…..not 7…...nine exactly.  Any help would be greatly appreciated.

I created 5 documents, that need to be signed each by the same person. After that I need to save them separately. Can I send those documents in one envelope to the person who needs to sign them all ? And then save the signed documents separately, or do I need to send each document in a separate envelope? 

HiAll of a sudden envelopes are not being received even though they show as sent in report. I am using the sample recipients csv file downloaded from within the envelope, no names are duplicated and email addresses are properly formatted.What else can I do to check?ThanksJuliette Monet

It is not fully clear to me which corrections I can make to an envelope without having signers resign the envelope.Here I read: But here: That doesn’t match in my eyes. Though I tested and it seems the latter is correct.Is there any good overview of what can be changed in an

the Shared Access drop down is there, but when trying to share the only option available was to share with the admin only.  Did Docusign take away the ability to share eSignature with others on our account?  That’s how it was set it up previously so that anyone could go to the shared sent folder under the xxxxx_contracts@company_name.com mailbox and look at the status of an envelope.

Hi, My account is on developer mode and it says that envelopes are unlimited, but since yesterday I’ve been experiencing an error that says ENVELOPE_ALLOWACE_EXCEEDED. I am reaching out to inquire about the envelope limits on my account. Last month, I was able to send over 1000 envelopes, but I am now experiencing a much lower limit. Could you please clarify why my envelope allowance has changed and what options are available to increase my envelope capacity?Regarding API usage limit which is set to 3000, I am not able to Update the hourly limit and even after almost 12 hours, limit has not been reset.This month -   Last Month -  

Hi,I have a signing group of 4 people and two of them have to sign each document I send. How to I make it the easiest way possible? 

I would like help with copying signature and initial locations for multiple signers to save time

Early last year I set up various documents through the Envelope Templates section. How do I move/copy those template documents over to the new Documents Template section of the program without losing my fields and conditional rules?

We have a published webform - "id":"3527eec7-2c68-43f0-aca9-9eb51c4e7a16","accountId":"d09a0de1-8019-4bf8-a56c-46916ffdf531". When users complete it, we only see their entries in the results after a delay of many hours. Is this expected? Is there some missconfiguration? 

I had a Pro plan - downgraded it to Personal with the same email address. Now I’m not able to log-in and only get information that the account does not exist. Also, I cannot create a new account with the same address and only get an error. Can the support please contact me? 

Dear Team,I want to send envelope to multi-recipients, and anyone approval means completed. Shall we do this?Thank you in advance.Best Regards,Tom

Hello. I am playing around with sender fields in Docusign IAM and have a couple questions for the recommended fields based on agreement type:Can you remove or limit the system-generated agreement types that the sender will select? To expand, what if I want to scrap most or all of the system generated agreement types and have my senders only be able to select from a list of most or all custom agreement types? Can I limit agreement type selection for senders by security group? Sender 1 can only select from agreement type A, B and C while sender 2 can only select from agreement type D, E and F. I assume this would come with the recommended fields for each aligned agreement

Good morning.I’m working on a pledge document for a campaign. As I enter the fillable fields, I need to use numbers WITHOUT decimals (for dates and timeframe) but that isn’t an option in the number format section. Is there a way to do that?  I’m stumped. Thanks! ss

Hello, I’ve noticed when adding pdf files to a Docusign envelope that more and more, these files do not display correctly in the Docusign envelope.  It’s not caused by a large file size.  The display issue has happened to a one page pdf file that only had text.  The test displays like wingdings or unicode font.  Is there a recommended pdf file format to use in Docusign? Perhaps a certain version to use?  Thanks,Anne

Hi all, we’re currently reviewing our approval workflow within DocuSign and are looking for a way to manage multi-step internal reviews rather than just simple signatures. Our process involves a supplier completing a form first, followed by several internal teams (HSEQ, Procurement, Transport, etc.) who each need to review, add comments, and either approve or decline within their own section (with a dropdown box). Once all reviews are complete, a final approver makes the decision. If the document is declined, we need it to automatically return to the supplier with comments, be amended, and then circulate again through the same approval order. We’re struggling to configure this kind of “approve/decline with re-route and comments” workflow after signing. is this possible natively in DocuSign, or does it require additional features? Any guidance or best practices would be appreciated.