Platform Services

Hi all,We have configured a DocuSign Enterprise App in Entra. SSO is already working but now I have tried to configure the provisioning and here I am facing a problem. The problem is the switch expression that is needed to assign the correct permission profile to the DocuSign users.In the first step we configured for 2 of the groups a role in the App registration. Then we assigned this role to the groups Now its the step where we have a problem. If we open the expression build and copy the expression from the official guide we always get a NULL as output. The user that we are using for the test is assigned to Entra group Advanced so there should be a result shown. The role Advanced

I need to know how to reach a human to refund the auto-renewal I was charged on March 6 even though I cancelled my account more than 30 days before renewal. Since I cancelled and got moved to an unpaid plan, I can’t open a case. Nor can I chat with a human online. 

For a Business pro account,How is the cost broke down?Is it 480 per year per user?480 per year for the company?If it is per company there a specific amount of users allotted?

How to rectify a user’s access when they do not have anything noted in their left-hand menu list?  Attachment provided.

Within templates, the function to replace a document is greyed out for a DS Sender on our account.  As an administrator how do I to give permission to a DS Sender User to be able to replace. In the Admin section I see how to change profile permissions and clicked the template settings but see everything except "replace".  Can anyone please advise how to do this?  Thanks

I'm vahing issues downloading our invoice for July and August 2023. I encounter an error saying "We encountered an error when downoading invoice xxxxxx". We urgently need those invoices.

Hello Everyone, I am a newbie to Docusign Admin and have requirements to support two department teams, HR and Finance, in my org to begin using DocuSign to facilitate form signing. There are the following security requirements: Any HR staff can create/edit envelopes, and they have access to other envelopes created by other HR staff.   HR users have their envelopes that are not seen/accessible by the finance team and vice versaI have created the envelope templates for HR and finance, but my challenge is with the next step and setup the security model that meets the above requirements. Can anybody guide me on the detailed steps for this configuration? I know that I have to use folders and security groups, but your help is much appreciated.  Thanks

hello team, Web form Api can be used salesforce integration And other then Workflow Builder (formerly Maestro) can we use Webform API for salesforce and DocuSign webform Integration.

Hi, when I am trying to open the DocuSign for signing, there is an error, it doesn't allow me to open

Hi - following on from a previous query regarding change of domain, we have a similar challenge. On 17 March, we became Hampden Bank - our new registered address is (redacted) will be our trading name and our legal name will remain as Hampden & Co plc.DocuSign will have our current details as, hence that needs to be updated.As a part of the change, our email addresses have changed i.e.************** becomes *****************We obviously need any historic docs to be saved and we need any envelopes which started life with the previous email address to still be accessible from either email address.Your guidance please. Thank you.

What is Docusign Workflow Builder (formerly Maestro) and how does it work?

I am currently using a DocuSign developer account for testing and integration purposes, and I would like to enable the SMS delivery feature within the account. However, I am not seeing the option to activate it in my settings.Could you kindly assist me in enabling the SMS feature so I can continue testing this functionality as part of my integration?

Hi,we have claimed our domain, and enabled the Microsoft Authentication.The authenticated users are now synced by Microsoft Azure.Unfortunately some users had setup “personal” accounts with their company mail.I have read about the option to close these accounts, but this does not work. I dont even have that option.See: https://support.docusign.com/s/articles/Personal-Account-Eviction-How-do-I-deal-with-unwanted-accounts-on-my-claimed-domain?language=en_US&rsc_301How dow I close / delete those accounts ?The domain is claimed, so I need them gone.cheers 

So, i signed up to Docusign today, and I need an approveal button. So I need to upgrade my plan to business standard, ok. I upgrade, and the button is still not available. Well thats a bit disingenious, so I upgrade to business pro, and get my approval button (eventually). Then I go about creating a contract, i need to get out today. And Now the emails will not send, to valid and working email addresses. And THEN, i find out my 400+ year a plan on Business Pro will NOT allow me to raise support cases. So tell me, how does one run a business without support despite paying these fees. Oh, this is bad, very bad service and experieince. But if any admins are moderating, please tell me how to get emails working, so I can meet my deadline today (And keep my business and customers happy)

I feel silly to ask but I am trying to figure out how I would know if our account will be impacted by the automatic update to legacy groups to remove the group-based permissions and transition customers to profile-based permissions? What can I look for to confirm if we are or are not going to be automatically updated?

I'm getting 'This Account lacks sufficient permissions to use Merge Fields.' when I try to add a merge field while creating a template, 

Hi All,i have a user who has created a docusign account and using a free version to sign the documents. now we want to link his accoun to our company account. I have added him as a user with same email, however both the accounts doesn't seems to me link. we want to get this link as its same email address.any support on this is highly appreciated.Thank youImran

We recently changed our logo. When I uploaded the new logo, is it no longer centered over the “box” when an email is sent.  Additionally, the profile logo has a white background, however, when uploaded, it has a black box around it. There should be no black in the corners. HELP. Also super frustrating there is no help phone number. 

Hi all - I can’t access my documents over 6 months old - I’ve read the previous questions but: can’t see a manage tab in which to search and change the filters can’t see anywhere to change this if I click on my profile, and my preferencesAm I missing something or has something changed?Many Thanks

how to transfer existing (past) envelopes and templates from one account to another?we are considering to join head office group account with DocuSign instead of renewing existing direct as a company

Greetings,I’ve received a couple obvious spam or fraudulent emails purporting to be from Docusign.  As per directions on your website and here, I tried to forward them to spam@docusign.com.Initially, my outbound mail host bounced it because it looks like spam and refused to forward it on.I changed my outbound mail routing to skip my outbound host and the mail was accepted initially then returned to me from the mailer daemon on a .pphosted.com address, again because it looks like spam.Obviously, the message has spammy content in it.How do we report these fake docusign emails if If Docusign’s inbound mail handling is going to bounce them because they are spammy?Thanks,--[Lance]

HiI am a DocuSign admin, and I want to have ability to restrict document from being downloaded or printed by the recipient. We have Business Pro licence, please advise how I can achieve thisRegards,Madiha

Hi. I am in charge of making sure DocuSign Templates are being created and sent to the correct people.How do I set it up so that a Completed form get sent to a particular person and not me? Is there a way to do this?

Currently my company is using several accounts and contracts with the same domain.Users can login either by SSO or username and password.The administration (using the admin portal) of the users is currently done manually and we want to use SAML in the future while still ensuring that username / password is still working for the accounts currently using it. Is it possible to use SAML without enforcing SSO in the whole organzation?  Identity Providers

Is there a way to run an envelope status report of ONLY the envelopes in the WAITING FOR OTHERS page?