Send Envelopes
Video: eSignature: How to Manage Envelopes
How do I send a Docusign document?
Read this article to learn how to send a Docusign document for eSignature.
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.
Add a Document with the Docusign Mobile App for Android
Learn how to add a document for sending from an Android device.
Why are signatures showing with no frame?
The signature may show without a frame if the envelope is sent through a mobile app or if the sender's account configuration is set to remove the chrome (Docusign...
DFS - Error: Not Found when using a custom button
This article will help resolve issues pertaining to the error "Not Found" when using custom buttons and Legacy Docusign eSignature for Salesforce.
What is the difference between "Send with Docusign" and "Sign with Docusign"?
Send with Docusign is used when you want to send a document to gather signatures or information FROM someone. You, as the sender, can also be a signer on document...
Bulk Send error: "The Auto-Activation value isn’t valid"
This article explains how to resolve the following Bulk Send error: "The Auto-Activation value isn’t valid."
Video: eSignature: How to Sign Your Own Document
Video: How to Create a Docusign Template
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...
Add a Document with the Docusign Mobile App for iOS (iPad, iPhone, iPod Touch)
Follow these steps to learn how to add a document (file, image, etc.) with the Docusign Mobile App for iOS.
DocuSign eSignature for Salesforce - Why are Google Docs in Notes and Attachments not added using Send with DocuSign?
Docusign eSignature for Salesforce only supports file types of Attachments and Files, if the Admin setting is enabled. These are the only document types it pulls ...
How do I add a signature on a completed document?
Want to add addition signatures to a completed envelope. Try forwarding the envelope and add recipients.
How do I pause auto-navigation in an envelope?
Learn how to make signing auto navigation stop at a given location/bookmark in a document.
Rooms for Real Estate - Send a document with two signers who share the same email address
Learn how to send a document with two signers who share an email address.
Resend Docusign Email Fails with Error: The specified User is not a recipient of the specified envelope
Docusign eSignature for Salesforce - Resend Docusign Email Button Fails with Error: The specified User is not a recipient of the specified envelope.
Limitations When Creating or Signing an Envelope in Docusign
Limitations When Creating or Signing an Envelope in Docusign
**Legacy** Docusign eSignature for Salesforce - Default Apex Timeout settings may prevent you from accessing Docusign Admin
Error message: Timeout must be between 1 and 120000
**Legacy** Docusign eSignature for Salesforce - Best practices for Using Merge Field writeback feature versus Connect
Best practices for when to use Merge Field writeback feature, and when to use Connect.
Troubleshoot data replicating in multiple fields on an envelope
Data Population Scope works on an envelope or document level and is helpful for repeating content throughout fields with the same name or "Data Label".
SOAP API: Invalid Signature Credentials Error
"Invalid Signature Credentials" error results from a SOAP API call RequestRecipientToken, and what to do about them.
DAL - Docusign eSignature for Salesforce Error: Save Error: Some fields might be out of sync. Unable to connect to the service. Failed to connect to the Salesforce service.
When attempting to add/create/edit a merge field within Docusign Envelope Template the end-user receives an error message: Save Error: Some fields might be out of...
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...
Common sending issues
Read this article if you are racing common sending issues like uploading/sending documents, errors like, "Page Cannot Be Displayed," email notification issues, or...
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
End of Life Send Email on Behalf Of (SEOBO)
SEOBO End of life External article
How do I create a CSV file on Mac for a bulk recipients?
Create a CSV file on MAC for a Bulk recipient Email
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