eSignature

Good morning, I have changed our company branding for all emails, but I now need to change the internal branding when we log into Docusign, the company logo on the header of the DocuSign website next to the users name in the top right-hand corner. For the life of me, I cannot find where to change it.  Thanks 

I’ve been trying to sign a document from my doctor for 4 days but I’m having a lot of problems with this site, this is ridiculous. I couldn’t even post this yesterday, there was no place to type my problem.At any rate, I received an email from Docusign telling me to sign a document from my doctor. I clicked the link, signed up, and couldn’t find the document. Now when I sign in I get a dead end, it wants me to create an envelope which I can’t do because it also tells me I have too many drafts and there’s no way I can delete them. I can’t leave this page, I’m stuck on it. Luckily I have 3 docusign.com tabs open and I can post here using this tab to sign?I’ve received 3 emails from Docusign telling me to sign but it won’t let me sign. What can I do? Do I have to be a paying member to sign? Do I have to pay for support? 

stuck on creating envelope/unable to create envelope. How to fix this 

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,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 don’t want to manually download every month the invoices. Can you email them directly?

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 

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.

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. 

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

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!

We are using Docusign Apps Launcher. I have a DocuSign Gen Template where I want to put text box fields that are NOT merge fields. I want them assigned to the first signer in my DocuSign Envelope Template. I do not see how I can create the field tag in DocuSign Apps launcher without anchoring it to a field in Salesforce. This is not a field that is currently in Salesforce, and we don’t need it to be, we just want it on the template. On the Word document I put \name_1_text\ and \nameparent_1_text\. When I go to send the document, I do not see these fields pulled into the template assigned to signer 1. Is this possible to have just a text box field on the Word Gen Template and have the fields assigned to signer 1 in the Envelope template? 

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

I have DocuSign eSignature integrated with Salesforce, and I’m trying to build a workflow for NDAs. The desired flow is:  A sales rep triggers the NDA from Salesforce. The NDA (as a Word document) is first sent to our in-house lawyer for review and redlining. After edits, the lawyer sends the redlined version to the client for their redlining. Once all redlines are resolved, the finalized NDA should be routed for signature and automatically saved back to the Salesforce record.  Is there a recommended setup within DocuSign + Salesforce that supports this kind of internal-editing → client-redlining → final-signature workflow? And should this be done via document markup inside DocuSign, or external Word redlining and then re-uploading versions?We have Docusign E-Signature licenses. Not sure if I need another license for negotiate or CLM? 

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

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.  

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.

Hello, I have a user who is unable to log in using sso.  Profile does not show anything out of the norm.  Docusign seems to be up and running.  I can log in.  User sees error Contact your admin.  You don’t have permission to access this page.  Contact your account admin for more information.

Hi, when using the text box field i am trying to change the number of characters allowed in the text. i try to change it but it automatically goes back to 4000. why is this and how can i fix it?

Hi everyone,I’m looking for the best practices your organizations follow or any standards established by DocuSign for envelope retention:How long do you retain completed envelopes in DocuSign? Do you export documents into another system? Did compliance or operational considerations influence your decision? I noticed that notifications for purging are sent to all recipients based on default sender account settings (day 7 and 14 being in the purge queue) - That seems inconvenient, how did you manage that?Thank you for your insights!