Get Started
Groups
Events
FAQs
Learn

Home
Community
eSignature
Configuration

Configuration

Find answers to your eSignature configuration questions.

631 Topics
1,859 Replies

When you subscribe we will email you when there is a new topic in this category

631 Topics

Recently Active

Most Replies Most views Newest First

markarNewcomer

asked in Configuration

HB TeamNewcomer

asked in Configuration

Browser doesn't recognize DocuSign PKI software is installed

Hello,We need to install “DocuSign PKI software” + “DocuSign browser extension” to be able to sign some contracts for a local Windows user (without admin privileges). After the installation using admin credentials, the browser doesn’t recognize the DocuSign PKI software is installed, not even if I execute the browser with the same admin user I’ve installed the software.The only way it works is directly connected in admin account – but in that scenario we don’t have the certificate we need that is installed in the first local user I mentioned. Could someone help us with that, please?Thanks!

5 days ago

ejpNewcomer

posted in Configuration

Sharing folders

The inability to share folders is very inconvenient. It would really be helpful to organize envelopes according to our usage needs -- for example, by date that the envelopes will be used -- at different stages of completion. I would like to create a folder where other collaborators can add envelopes, or where I could move other shared users’ envelopes. As it is now, the only way to have all related envelopes in a single folder is to transfer ownership of envelopes.

5 days ago

CraigPNewcomer

asked in Configuration

TechSoup Subscription

We purchased a DocuSign Standard Edition through TechSoup 9 months ago and we are coming up on our renewal. Has anyone gone through the process of renewing DocuSign that was purchased through TechSoup. TechSoup indicated in the original order “Note: Your DocuSign Billing and Usage page might suggest that an annual payment is due at the end of the year of service. However, your cost at that time will continue to be $0.00.” I would like insight into how the subscription process works before getting hit with a $300 renewal fee. Will we get a communication from DocuSign as we get close to our renewal date? Thanks CraigP

5 days ago

dexdkdNewcomer

asked in Configuration

Remove time zone from date stamp

How to remove Time zone from date stamp? I want to remove MDT

5 days ago

matthewlawrenceNewcomer

asked in Configuration

transferring brokerages

i currently have a brokeragae designated account, how do I transfer my history and open a personal docusign account

6 days ago

Suz168Newcomer

asked in Configuration

Change email

Good Morning, I’ve been trying to change my email address, Docusign will send code to email address I wish to change to I get this message (please see screenshot attached). Can anyone help/advise Regards Suz

6 days ago

CKSSNewcomer

asked in Configuration

Disable Print & Download

Is there any way to disable print & download button for documents that do not require a signature and are sent using “Needs to View”?

6 days ago

CherylNewcomer

asked in Configuration

Cant cancel my free subscription

Hi my trial ends tomorrow but am unable to cancel my free subscription after following the prompts under account and billing. Can some one talk me through this cheers

6 days ago

TrishFreelandNewcomer

asked in Configuration

Expired?

When a notification arrives stating that an envelope has expired, how do I find out which one it is. I sent several in a week and kinda need to know if someone did not respond or why it expired. To my knowledge, none should be expiring or have expired….is that Spam??

6 days ago

Kristy TalmageNewcomer

asked in Configuration

Default Time zone setting

Hello, I have updated all of the regional settings in our profile to (UTC+8:00) Perth as well as deselected the allow users to set their own Time Zone and Date Format however when our contracts are coming through the date is still reverting to the American time format (example - 05/07/2024 instead of 07/05/2024 for the 7th May 2024) Is there something that I have missed when creating our envelopes? Thank you in advance for any guidance

6 days ago

CRodNewcomer

asked in Configuration

Difference Between Delegate and Shared Access

I’m struggling to understand the difference between these two concepts - setting someone up as a Delegate or Sharing Access. How are they not the same thing?With Outlook, making someone a Delegate is a common thing - they typically have Send on Behalf Of rights, as well as creation and editing permissions. I know that a calendar can be shared with someone that isn’t a delegate. The concept has made sense for a long time.Not so with DocuSign. I need to give my attorneys a clear cut answer: Make someone a Delegate if you need them to XYZ. Share Access with someone when you need them to ABC...

6 days ago

asumlinNewcomer

asked in Configuration

Admin for account

Hello!I work for a huge cooperation and for some reason no one seems to be able to tell me who owns the DocuSign account I am a part of. I do not have admin rights so i cannot to give access to Esignature to one of my colleagues.How do i go about finding out who owns the account so I can gain admin rights to give Esignature access to the one that needs to have it? Also, one person who does have admin rights has an old email attached to the account and cannot recieve emails there anymore. So She cannot access her account which is another problem. Any help is greatly appreciated.

6 days ago

TAMMYNewcomer

asked in Configuration

Won't let me log in, says suspoended, they have my money

I PAID AND IT SHOWS PAID UNTIL 3/25. But it still says suspended. checked it has come out of my bank, who do I call or should I just get a refund. I have used for years, but need it now and I can’t deal with this. Way to busy and already spent over 30 minutes

6 days ago

Danna D.Newcomer

asked in Configuration

Adding a signing delegate to my account

Is there a way to add a signing delegate permanety to my account? Thank you!

6 days ago

JBRAGANewcomer

asked in Configuration

changing/add email address for a group

Hi, I need to change/add an email address for a user/group. I need the email address when sending to appear with the group email and not the individual. Please advise

7 days ago

Zack0611Newcomer

asked in Configuration

Share Contact Directory?

I was wondering if it is possible to share the contact directory that admins have access to, to other non admin users? For reference I am using the Part 11 compliant version of DocuSign.

7 days ago

TEHNewcomer

asked in Configuration

Disable Identity Verification?

I have issue for unable to disable the Identity Verification setting. From the documentation I read that I can disable this feature from DocuSign eSignature settings under Signing and Sending section, but when I enter the settings (on production account), there’s no such menu.If I go to developer account, I can see the Identity Verification menu, but the only verification is Configured by DocuSign, which mean I can’t deactivate the verification (from my understanding, it shouldn’t be matter because the setting is for demo/development stages).Right now my company owner require to disable the verification to simplify the signature process. How can I disable the verification when it not exists/visible under production account?

7 days ago

Gil.ParraDocusign Employee

asked in Configuration

Account wide envelope expiration?

Hello! Is there a setting where an admin can control envelope expiration dates for all their users? Instead of having their users all do it individually? Thanks in advance!

7 days ago

CarolynHoskinsNewcomer

asked in Configuration

Tag for Today's Date

I want to add a tag for today’s date when the document is generated which may not necessarily be the signature date. Is there a tag for this?

8 days ago

Jim ShalhoupNewcomer

asked in Configuration

Change my email. The one used is no longer active.

I know longer use the email associated with my account, How can I change it? Docusign sends a verification code to the email that is no longer active.

8 days ago

AM2024Newcomer

asked in Configuration

"Your Trial Expires Next Week"

Recently, I was required to use docusign for a number of different documents. I received an email today saying “ Your Trial Expires Next Week.” I do not want a docusign subscription—how do I make sure that I’m not upgraded to a paid subscription with docusign?

8 days ago

Tareq JlajoNewcomer

asked in Configuration

Managing Document

Hi All, Is there any way to manage the documents on-behalf of users as an admin. For Example ( changing recipients, send reminder. and track a workflow)

8 days ago

Page 2 / 26

Badge winners

David.Schmitzhas earned the badge Customer Spotlight
Amy Zhas earned the badge 1st Reply Posted
jandy.rowehas earned the badge 1st Reply Posted
TomCommercehas earned the badge 1st Reply Posted
Dianne Ghas earned the badge 1st Question Posted

Show All Badges

Code of Conduct

Sign up

Already have an account? Login

Ask and answer questions, join groups and grow together.

Customer Login Developer Login

DocuSign Community

Ask and answer questions, join groups and grow together.

Customer Login Developer Login

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

Docusign Community

Code of Conduct