Help Forums

Good Evening all Can anyone help with a formatting issue when using checkboxes via the API?This is the layout I’ve used in my editor:ACTION:I/we, having read the Joint Legal Ownership of Property Factsheet, please indicate—by ticking one of the boxes below—which option you wish to take:[radio1|Beneficial Joint Tenants|Action1][radio2|Tenants in Common in equal shares|Action1][radio3|Other – Please Arrange a Call|Action1]And this is how it ends up in the final issued document (formatting appears off and doesn't behave as expected).Any advice would be appreciated!   

Hey there, I’m currently using the composite template feature and combining a template from users docusign account with a generated contract, but that document sends together as a one single merged document. I want to send these 2 documents separately how can I do that? Is there any setting of some sort to handle this?

In the context of CLM, if I receive a new contract from a party with whom I already have multiple existing agreements, can the AI-Assisted Review feature automatically reference those previous contracts and highlight any inconsistencies or deviations in the new contract?

Hi,I’ve registered an account for a free trial version through this link https://trial.docusign.com/en-GB, however I now realised that it’s not the account I need. I wanted to open an indefinitely free account to be able to store, fill out and sign PDF documents. The one I created is for sending documents and fetch signatures. I did not know that there are different versions.When I’ve found the other version here https://www.docusign.com/free-account and I’ve tried to register it said I already have an account. However, with my current account I’m unable to do what I originally wanted to use docuSign for (upload a PDF, fill out ans sign), and I’m unable to delete my trial account to start the process again from scratch.Any suggestions, how I can solve this?

Hello!I've encountered an issue where the userProfileLastModifiedDate field, retrieved via the DocuSign API's Get Users endpoint, does not appear to update when changes are made to a user's profile through the DocuSign Admin web interface.Problem Description:Scenario: I log into our DocuSign account as an administrator. Action: I navigate to "Users" and select a specific user. I then proceed to make changes to that user's profile settings (e.g., company or job title) and save the changes. Expected Behavior: Subsequently, when I make an API call to the Get Users endpoint (e.g., /restapi/v2.1/accounts/{accountId}/users) to retrieve the details of the modified user, I expect the userProfileLastModifiedDate field in the API response to reflect the recent changes made through the Admin UI. Actual Behavior: The

I’m creating templates from documents supplied by our 3rd party partners.  Is there a way to force auto-navigation to pause on a specific page so I can alert the recipient that he/she might want to review some optional fields on that page?  I’ve tested with every Auto-Navigation option and they either skip over the page I want to pause on or they pause on EVERY page (our documents have quite a few boilerplate pages that most recipients would rather skip).  Also -- I cannot put a checkbox on the page with “I have reviewed all the fields on this page” as that would add a check to the final document which isn’t allowed.  (We take documents from 3rd party partners and make them DocuSign-able.  Their lawyers control everything about them.)  I submitted a support ticket, but there wasn’t anything the Support Rep could do.  I even enlisted the aid of Grok, but all the solutions either didn’t work or changed the document.  Any suggestions other than a new feature?  I think we need a Bookmar

We would like to remind the Sender if not everyone has signed yet but the voiding deadline is approaching.We tried with powerautomate but in the message we don't get the emailaddress of the Sender, only the name. 

Many time when I sign a document the signature box is not in the correct space for the document.  Is it possible to just move a signature on the document to align with the rest of the text?  If not, it would be a very useful to be able to move the signature where it belongs instead of covering up text in the document I’m signing.

I am new to DocuSign. I created a template using a combination of pre-fill tools and standard tools. I want our intake worker to be able to fill in the pre-filled tool elements (such as client name) before sending it out to the parent/guardian for signature. I tried to test it and I couldn’t figure out how to enter the client information into the field. Any guidance or tutorials would be appreciated. 

We created an app that uses The Authorization code grant (PKCE). There are no issues in lower environments, which use a different app and integration key but the configuration is identical. When invoking /oauth/auth, we get this message: Here is a redacted version of the url: https://account.docusign.com/oauth/auth?response_type=code&client_id=REDACTED5d4b&redirect_uri=https%3A%2F%2Fourapp.com%2Fcallback%2FDOCUSIGN&code_challenge_method=S256&

I’ve had multiple signers state they completed the document sent to them however I have not recieved the email nor is it showing in DOcusign as having been started.

I have attempted to ask docusign this question directly but they said they can’t reply unless I pay a membership so I’m hoping someone can help.I signed a docusign contract in 2023 and only saw one page and only signed one page. Since this the person that sent me the docusign form claims there were an additional 18 pages that I should have read through too which were the terms and conditions, but I didn’t view them and didn’t sign to say I had.Can someone please explain how a sender of docusign forms would do this? When I view the account now it shows that the page I signed was 1 page. It then shows a second attachment with the other 18pages on which did not require a signature.

For the past week, when using the upload feature, using our linked Google Drive option, the options screen has a bug. We cannot scroll to find documents and the upload box is not working propertly. We figured it would be fixed, but its been like this for a week. 

I need to add completed envelope documents to Sharepoint, however we use Docusign to complete many different documents. I only want to add documents to Sharepoint that are for one specific thing (supply orders). My understanding is that I would need to add a trigger to the “When an envelope status changes” action. The two options I’ve found for triggers are the Envelope Custom Fields and the Document Custom Fields, but we aren’t able to add these to our envelopes or documents at this time.Are there any other options for the trigger? For example, the subject heading for an email? I understand this is not as reliable as the two aforementioned triggers, but I need to find some sort of workaround.

I received a link to sign a document. I attempted to open it as soon as it was received and it says link has expired. The sender has resent the link to me at least 4 times and each time it says it is expired. I created an account hoping the link would come to my account and nothing. I also opened a private window and it is still saying expired. I am not sure what needs to be done. 

Through testing, at the send for signature step, we set the ‘From’ as myself but now as we are getting closer to moving to production, I want to move it to be the actual submitter of the request.  Is there documentation that would show me the best way to do that or is there another best practice I should consider?

HiI use SDK  model to create an envelope. I do have a scenario in which i have two sets of “Yes” “No” checkboes.. I want one of the mandary in each group. Hence, I created two tabgroups  namely checkboxgroup1 and checkboxgroup2 and have 4 checkboxes as outlined below.. Dim TabGroup1 = New TabGroup() With {.GroupLabel = “CheckBoxGroup1”,                                      .TemplateLocked = "false",                                      .GroupRule = "SelectExactly",                                      .MinimumRequired = "1",                                      .MaximumAllowed = "1",                                      .ValidationMessage = "Please check a box",                                      .TabScope = "Document",                                      .DocumentId = DocumentID,                                      .PageNumber = "1",                                      .XPosition = "0",

How Can I use checkbox class for yes or no option to select only one option. I know how to do it with radio and radio group class. Could  anyone suggest how to proceed it with checkkbox class in c# SDK.

Is it possible to download the comment history from a voided envelope? We have a case where we need to retrieve the comment history of recipients who signed the document before it was voided or declined. Is there any way to access this information?

Account Creation and Payment: On April 30th, I created an account using my email address and subscribed to the eSignature Standard Plan with a monthly payment of €39. I have attached confirmation from my credit card (SMS and online banking) as proof of payment. Initial Usage: I began using the account by sending documents for signature and received confirmation emails from your portal, indicating successful transactions. Access Issues: Suddenly, I was unable to access the account via the links provided in your emails Password Problems: I attempted to log in, but the password I set was deemed invalid. As the sole user, I am certain I did not change it. Password Reset Attempts: I tried to reset the password using the "Forgot Password" feature. However, I did not receive the authentication code via email, despite multiple attempts. This has prevented me from res

My subscription is $300 annually (excluding tax). In April, I received an additional bill of $7.99. My subscription plan was unlimited signing. If Docusign had decided to increase the price, they should have done so during the renewal period. Instead, they charged an extra fee and changed the plan without informing the customer about the changes.   I’m heading to other signing platforms.  

I have been creating new DocuSigns in our office for years.  Some of them are mine and some are transferred to co-workers.  I have never had any issues doing this until recently when a DocuSign I created and transferred to a new owner is still showing up in my DocuSign in-box as “Waiting for others” or “Completed.”  I am NOT a signer on the document and it shows my co-worker as the owner.  I cannot find anything anywhere on the document where I “exist” so I can’t figure out how to stop these notifications from clogging up my own DocuSign in-box folders.  I cannot turn off all notifications because I need to know when I have my own pending completion.  I would love some input on where to find any less obvious settings I may be overlooking!

Hello,I was able to upload the I-9 template from the template library however it only seems to have the fields filled in for the employee parts of the form (section 1). Am I doing something wrong? Is there a way to work with this template so that it also contains the fields for section 2 for the authorized individual completing that section or do I have to manually enter those fields into the template?

Hi Team,I hope you're doing well.I've been testing the integration of DocuSign with Microsoft Dynamics 365 CRM using a free developer account. I created a document template in DocuSign and configured merge fields using the Data Label option.In Dynamics CRM, I created a process action that uses the DocuSign document template ID to create an envelope. Within the same process, I added: An AddRecipient step, which successfully pulls the customer’s name and email from the CRM record. A MergeMultipleFields step to populate the merge fields in the document based on values from the CRM entity, referencing the same Data Labels defined in the template. The envelope is sent successfully to the recipient, and the recipient information is correctly added. However, the merge fields in the document are not being populated with the data as expected.I came across

Hello Docusign comminuty,Could you please advise what i am doing wrong - i ‘ve created webform and hid one of the recipients email by applying a rule, now when i try to submit webform it shows the error : “A recipient ID is missing or invalid. recipient id 2 is invalid.”how to resolve this issue?Thank you in advance