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1 month ago

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Admin Tools

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107 Topics
330 Replies

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107 Topics

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Robin.DanahyNewcomer

asked in Admin Tools

RMHNewcomer

asked in Admin Tools

Unsuspend my account

Is payment immediately processed when providing a new payment method for a suspended account so account can be immediately accessed?

6 days ago

JerryKennedyNewcomer

asked in Admin Tools

Shared access

why can’t my users see all envelopes under shared access? it seems only one envelope appears and nothing in history.

9 days ago

Giulia CiprianoNewcomer

asked in Admin Tools

Docusign Retrieve - additional user/license

Hi all,we are using DocuSign Retrive associated to a single user of a DocuSign Account (ID account: 541801025). We need to associate the Retrieve to an additional different user associated a different DocuSign Account (ID account: 576418719). The Organitazion of these two DS Accounts is the same.How can we manage this request?Many thanksRegards

11 days ago

fioreNewcomer

asked in Admin Tools

PDQ msi

I am trying to get the print driver setup through PDQ deploy, using the newest msi download but I keep getting an error about a legacy mode. Has anyone seen that or know how to fix that in the msi?

11 days ago

SDRNewcomer

asked in Admin Tools

User permissions

Hello, if I add a new user and assign DS - Viewer permission to their profile, is there a way to prevent them from opening/viewing a completed envelope that contains confidential information?

11 days ago

krichnmfNewcomer

asked in Admin Tools

Bulk Downloading Form Data

I have over 80 documents from same template that i need to download the form data for (information provided by signee not just data on the envelope). It is currently only allowing me to download one at a time which is not ideal...any suggestions is helpful!

11 days ago

vaas070Newcomer

asked in Admin Tools

Which plan is right for me

In my backend code I am calling Docusign’s APIs to create envelope using template and then send it to customers for their signature. I am confused as to which plan to choose from below.eSignature eSignature real estate Developer APIShould I use Developer API ? if i choose eSignature can I not use docusigns APIs in my code? Your help would be appreciated.

12 days ago

AnuGeorgeNewcomer

asked in Admin Tools

Account management External accounts

What are the best ways to manage the already created External accounts (Credit card, Purchase Order etc). Though we can close the ‘free’ accounts, it is not possible to close the accounts which was purchased using Credit card/Purchase Order accounts.What is the best way to close these external accounts, especially when the employee is no longer part of the organization and it is not possible to access their e-mails.

16 days ago

rsmithNewcomer

asked in Admin Tools

Bulk de-activation of users

I need to close a number of accounts for people who have left the company.I have tried bulk edit and created a CSV file with the following columns (Image removed due to Personal Information) The system said the file was processed successfully, but the user is still active.What am I doing wrong? Thanks in Advance - Robert

16 days ago

yes9meNewcomer

asked in Admin Tools

Cancellation before the one week trial comes to the full 1 week!?!?!?!?!?!?!?!?!?!?!?

Let me know how to cancel this trial account.

17 days ago

egbertNewcomer

asked in Admin Tools

invoices

Please tell me, where I can find my invoices for the direct debits in my docu sign account. I need them for my tax advisor.Thanks a lot

19 days ago

TheWizardNew Voice

asked in Admin Tools

Just in time provisioning - two domains on same Azure tenancy

We have two domains using the same Identity provider. Is there a way to have the Just in time provisioning set up to add the users from domain A to a different GUID than Domain B or is that not possible. we have separate accounts in our Org for each of these domains and want to keep the users separated until we are able to merge the domains and change all users email.

23 days ago

ManuNewcomer

asked in Admin Tools

Change of Admin email adrees

I have bought 2 License. Of DocuSign Standard from the website while putting in my email id i did a typing mistake of 000000000000 instead of 000000000000So I have not been receiving any activation link on correct id so can you help to resolve this or guide me whom to touch base to find a solution to this. (Post edited due to personal information)

1 month ago

Community UserLegacy User

asked in Admin Tools

Is there a way to export 100+ completed docusign envelopes without manual process? I know of the box integration with docusign, but looking for a different way to retrieve these completed packets. Thanks.

Is there a way to export 100+ completed docusign envelopes without manual process? I know of the box integration with docusign, but looking for a different way to retrieve these completed packets. Thanks.

1 month ago

FrankNewcomer

asked in Admin Tools

Out of office

Hi, my colleague will be out of office next month. How can we make sure I can manage her incoming signed quotes and pick them up from her DocuSign account? Thx,Frank

1 month ago

Chris.WilsonNewcomer

asked in Admin Tools

Moving Existing Accounts and Users to an Organization

We are being acquired by a larger company that has DocuSign as well and would like to move/port over our existing account and users into their organization so that it is a seem less transition for employees and customers. We currently use API and Brand features and would like to maintain all of the same settings, IDs, etc. in our own account environment under that organization. Is this possible and if so how?Are there enhanced plan features we’ll need to consider or potentially add?

1 month ago

schwammieNewcomer

asked in Admin Tools

Transfer Completed envelopes from one organization to another organization

Can I transfer completed envelopes in my account to another organization?

1 month ago

Lars HansenNewcomer

asked in Admin Tools

Envelope signee restriction

Hi! How can I as an Administrator restrict a signer of former envelopes to view them going forward? Retention policy is not defined.

1 month ago

Nicole JNewcomer

asked in Admin Tools

Added Admin user to Sandbox Domain and they cannot log in.

Added Admin user to Sandbox Domain and they cannot log in.Okay, here’s what occurred…..We are trying to set up SSO in our Sandbox (or Demo) client. Going thru DS Support site’s steps, it shows we needed an Org, (I completed that), then a Domain, (I just did that).When I did that, a red exclamation point in a triangle came up stating I should add another Admin and not just myself. I thought I had admins. I did, but 7 before, I added our Domain. So then it just showed me, (when I look under the Admin, then Domain), and not just eSig and Settings, then Users, then Admins.I added the person I wanted as another Admin and it sent an email invite.But now, what is happening, is that they cannot remember their password, and they can’t reset the password because they don’t know the security question.I don’t know what to do, I’ve looked all around, and the only tabs, (under the Domain Admins) are Profile, Memberships and Org, and none are helpful with password or anything. Nor is the “Action

1 month ago

Community UserLegacy User

asked in Admin Tools

DocuSign Reporting

We have recently issued envelopes to our staff with a document that contains a Standard Field Drop Down selection of statements in addition to requiring their signature.Now we need to produce a report that includes the recipient name or email address and their choice from this selection(s).If we use Standard Fields (radio buttons, selection buttons, drop down etc.) we need to include this in the reports along with the signature status / date but I cannot see how to in the basic reporting tools. Any help appreciated!

1 month ago

Quy NguyenNewcomer

asked in Admin Tools

Reports timeframe

Hi everyone, I am viewing reports by months and was wondering if an envelope is sent out the previous month and it was completed this month. Would the report show it was completed for the previous month or the month it was completed? Thank you

1 month ago

symbio.itNewcomer

asked in Admin Tools

Merge/Transfer User Accounts

Hi Community, I have recently implemented SSO using ADFS and is working fine. However, there are some users whose email addresses do not match with the verified domains.Is it possible to create a new user account (matching the domain) and transfer everything from the existing accounts?Thanks

1 month ago

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