Send Envelopes
How do I send a Docusign document?
Read this article to learn how to send a Docusign document for eSignature, including how to upload the document, add recipients, add the email subject and message...
Video: eSignature: How to Manage Envelopes
Video: Send an envelope using a Template | eSignature
Send a Document for Signature with the Docusign Mobile App for iOS (iPad, iPhone, iPod Touch)
Follow these steps to send a document for signature with the Docusign Mobile App for iOS.
Send a Document Out for Signature with the Docusign Mobile App for Android
Learn how to send a document for signature from an Android device.
Saved Payment Methods
Saved Payments Method allows senders to save their signers payment method to their payment gateway for future charges, enabling recurring payments and future one-...
Limitations When Creating or Signing an Envelope in Docusign
Limitations When Creating or Signing an Envelope in Docusign
DAL - Docusign eSignature for Salesforce Error: https://[domainname].my.salesforce.com refused to connect
When attempting to access the iframe/tagger page while creating Docusign Gen Template or Docusign Envelope Template button, one or more users receive an error mes...
Why aren’t my reminder settings being honored?
Discusses how Reminder and Expiration settings are handled, and how to troubleshoot unexpected behavior after updating these settings.
Docusign eSignature for Salesforce - "Unspecified_Error" received when trying to send an envelope
Docusign eSignature: Why are my reminder or expiration settings not applied?
This article describes how reminders and expiration settings are set for different eSignature products.
Error: "account.docusign.com refused to connect" | Docusign for Salesforce
When attempting to utilize the Docusign for Salesforce integrations, your browser displays the error message "account.docusign.com refused to connect". This is us...
Error, "Currently selected checkbox tabs cannot exceed maximum allowed when sending."
Read this article to learn what to do if you are having issues sending a Docusign document that uses a template. This issue may be related to incorrectly added ch...
What time do Docusign envelopes expire?
Envelope expiration and reminder email notifications typically occur based on the day that the envelope was sent. The day is calculated based on the sending accou...
End of Legacy authentication impact on Legacy Docusign eSignature for Salesforce (DFS) package
End of Legacy authentication impact on Legacy Docusign eSignature for Salesforce (DFS) package
DFS Error: "Please verify that you have been granted access to Docusign"
DSFS 7.0.2 install causes errors among users when clicking on DS Admin Tab or Sending via DSFS
Docusign Apps Launcher error: "The request contained at least one invalid parameter. expireWard cannot exceed value of expireAfter"
Docusign Apps Launcher error: "The request contained at least one invalid parameter. expireWard cannot exceed value of expireAfter"
Docusign Apps Launcher - Error: "You are not authorized to access the envelope"
In Docusign Apps Launcher for Salesforce, the user encounters the following error when they're trying to submit an envelope: "You are not authorized to access the...
SSN Validation with ITIN Exceptions
Learn how to set up a custom regex for Social Security Numbers (SSN), with exceptions for Individual Taxpayer Identification Numbers (ITIN).
Common sending issues
Read this article if you are facing common sending issues like uploading/sending documents, errors like, "Page Cannot Be Displayed," email notification issues, or...
Troubleshooting and Help
Troubleshooting and help for the most common issues Docusign customers encounter with eSignature, administration, account and billing, and more. Read the helpful ...
How do I create a hyperlink in a Docusign document?
The best way to add a hyperlink is to use Supplemental Documents for documents like legal disclosures, terms and conditions, or any document that should be viewed...
Fields appear too small when tagging and sending an envelope
Learn what to do if the fields on your Docusign document are too small when sending a document for signature; which is usually caused by page size or image resolu...
How do I use Docusign to read and write documents to my Box account?
Read this article to learn how to use Docusign to read/write documents to your Box account.
FAQ: Docusign Envelope Allowance
This article answers common questions related to the number of envelopes you send through your Docusign plan.
How do I check the status of my Docusign envelope?
Learn how to check the status of a Docusign envelope.
Why is the date signed field displayed as Pacific Time Zone (PDT)?
Explains why you are seeing a difference in the Docusign date signed on your envelope compared to what is in the History or Certificate of Completion
Why am I not getting Docusign SMS texts?
Follow these steps to troubleshoot why you may not be getting Docusign SMS texts on your mobile device.
Sending and Signing with eHanko
Read this article to learn more about signing and sending with Docusign eHanko.
How do I send an envelope with the DocuSign for Google Worksapce add-on?
How to send a document for signature using Docusign for Google Workspace
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