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Docusign Admin

Find answers to your Docusign Admin questions.

  • 351 Topics
  • 1,032 Replies
351 Topics
K
Newcomer
kailamcalisterNewcomer
asked in Docusign Admin
Send on other's behalf

Hi,Can someone please help me change the setting in shared access for my team to be able to send on behalf of each other. I do have the admin access, but when I go through the steps to allow the permission, everyone is greyed out and you are unable to select.Please let me know if you have any questions.  Thank you,Kaila

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K
Newcomer
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New Voice
TeichNew Voice
asked in Docusign Admin
Is there a way to see the history on when reminders have been sent out per envelope

Is there a way to see the history on when reminders have been sent out  per envelope

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New Voice
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Newcomer
cclareyNewcomer
asked in Docusign Admin
Employee doesn't receive the email invite to register and her email address is correct.

I create the user within DocuSign and send the invite to the employee.  The employee never receives the invite with Microsoft Outlook.  Her email address is correct within DocuSign.  She has even tried to login with her email and says forgot password and that still doesn’t work.  I have created users and we have never had this problem before.  Any suggestions and I have also reached out to support.  They say they will have to look into this and get back with me.  Thank you for any suggestions.  

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Community Moderator
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Conversation Starter
Donna SevignyConversation Starter
asked in Docusign Admin
Missing Waffle Menu

I cannot figure this one out!  One of our administrators is missing her waffle menu in the left top corner.  I’ve checked her account and as far as I can tell it is active, etc… She is both an organization admin and an admin of one of the accounts within the organization. Anyone else encounter this before? Thanks.

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Conversation Starter
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Conversation Starter
Donna SevignyConversation Starter
asked in Docusign Admin
SAP Ariba Grant Consent again?

I have a stable integration with SAP Ariba and our DocuSign implementation (OAuth 2.0). Now, the user account involved when setting up the integration having DocuSign DSAdmin permission has left the organization. I am being asked to close their account. Can I close this account without impacting the consent granted back when we did the initial implementation? Unfortunately, the SAP implementor that guided us through these steps originally is no longer available to our admin team.

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Conversation Starter
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Newcomer
dcopeNewcomer
asked in Docusign Admin
Hide recipients

I have purchased docu sign businessI am trying to send an envelope to multiple recipients but i do not want the recipients to be able to see each others information. How do i hide recipients? Thank you 

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Community Moderator
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Newcomer
Rosa LealNewcomer
asked in Docusign Admin
How to remove a user from a shared envelope previous and new version

Good morning,I noticed that the shared envelopes module are being updated.I’m unable to remove a user from a shared envelope that was configured before DocuSign team updated this module.I followed the new instructions (please see below), but the use does not display in this list and still displaying in the previous list (where the users who belongs to my shared folder displays)I also want to keep the user in the same organization as he has other envelopes that he is responsible for.Any ideas on how to resolve this issue? View or Remove Shared Access with a UserLast updated: Jul 26, 20251 min readTagsDocusign eSignatureAs an administrator, you can view and manage the shared access with a specific user. The Shared with [User Name] page shows the list of users that the current user shares access to their envelopes.From the Accounts view, select Users. Locate the user that you want to manage sharing settings for, and select Actions > Manage Shared Access. Select Shared with [User Name].

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Community Moderator
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Newcomer
amorenoNewcomer
asked in Docusign Admin
Copy of ESign Act Disclosure for Compliance review

I would like to print out a copy of the E-Sign Act Disclosure in Docusign for Compliance Department review. I am in the Legal Requirement portal where I have selected the preferences, but I do not know how to view a copy of how the Disclosure appears to ensure it meets our regulatory guidelines.Thank you

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Community Moderator
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New Voice
Ranjan BNew Voice
asked in Docusign Admin
Bull report missing from the Admin panel

In order to check what users are still part of our domain I used to download the following lists:- Users and Memberships- Domain Users- External Domain UsersThese lists could be downloaded from Admin - Users - Bulk Actions where these 3 items would create a number of files that could be downloaded.I did this mid August but it seems that when I do this now a number of reports no longer exist. The only option I have now available now is the - Users and MembershipsThe other 2 are no longer selectable and therefore I can’t create them anymore. Is this a new feature that I missed?   I do want the other 2 reports to be available...has anyone else noticed these reports have ‘disappeared’? Should I raise this with Docusign as an incident?Any thoughts?

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New Voice
R
Newcomer
RusClarkNewcomer
asked in Docusign Admin
Tracking signing organisation and not the individual

We use DocuSign to manage agreements across approximately 70 customer organizations. For our tracking purposes, it's essential to capture the organization name that has signed the agreement, rather than the name of the individual signer.However, we've encountered a challenge: the notifications we receive and the reports we can generate from DocuSign do not include the organization name. It appears that this information is not being pulled from the signed agreement, even when it's entered there.Is there a clever way to be easily notified of the signing organization rather than the signer, or do I have to make sure that the contacts within the DocuSign platform have the organization name included somewhere?Thanks 

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Community Moderator
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Newcomer
AlexKastNewcomer
asked in Docusign Admin
Unable to login in to the Docusign support portal

Hi! Hope you are doing well! I faced the issue with login in to the Docusign support portal. The error is: “If this is your first login attempt after purchasing a Docusign plan, allow 15 minutes for account creation before accessing your account. For all other log in scenarios,  contact Docusign Support  for assistance.”. But my account has been created more than 4 days ago. The main reason to get access to your support portal was create ticket for your site admins to get access to our company space, because all our Docusign admins have left from the company and we are unable to log in to their account - answer on security questions is required. I also attempted the following actions to address this problem:cleared the browser's cache and history. used the browser's Incognito window. tried several different browsers. tried a different laptop for work. permitted every cookie.The final thing I can do is ask for help from you through your community site, as there isn't a connection for co

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Community Moderator
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Newcomer
ilabbeNewcomer
asked in Docusign Admin
Access a user account through the Admin Dashboard

Is there a way I can access a users account through the Admin Dashboard? I need to be able to see completed documents / envelopes. They are complaining that they are blank.They do have a free ( Personal ) account and an org account. Would that mess things up for them?The person is an Administrator as well.

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Community Moderator
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Newcomer
rollervidesNewcomer
asked in Docusign Admin
don't clear all fields when i am logging in and forget a required field

i was logging in to submit my other complaint when i missed a required field. i went back to fill it in to find that all my fields had been cleared. please do not do that. using Microsoft edge

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Community Moderator
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Conversation Starter
nmagalhaesConversation Starter
asked in Docusign Admin
Adding new user to account

Hello. I am new to Docusign. When adding a new user to our account the default status is Pending. Why does it show this status? As one of the administrators is there something I need to do to update the status to Active?Thank you,Nancy 

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Community Moderator
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Newcomer
RukkuNewcomer
asked in Docusign Admin
How to enable the 'Sign with Notary' option in recipients DocuSign

I’m using a DocuSign admin-privileged account, but I'm facing the following issues: While adding recipients, the “Sign with Notary” option is not visible. In Sending Settings, the “In-Person (Hosted) Signing Role” checkbox is disabled, and we’re unable to enable or disable it. Could you please help me resolve these issues or let me know if any specific features or permissions need to be activated from your side?

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Community Moderator
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Newcomer
SAKSHINewcomer
asked in Docusign Admin
Stop deletion of all documents in purge queue via retention policy

Hi,All the documents have been added for in purge queue after set a retention period, which means that all documents will be in queue for deletion. The retention period has now been disabled but the documents still have the status that they are being deleted. How can that be restored? Or can we increase purge period for documents in queue.

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Community Moderator
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New Voice
praducgNew Voice
asked in Docusign Admin
SSO integration between docusign to SAP BTP

Hello Team I am trying to setup sso between Docusign and SAP BTP .As a first step we got a demo account with admin access .I tried creating the domain with sap.com and started getting this error .Since this is the first step before configuring the Identity Provider I am not sure how to proceed further.If I give any other domain like fandoraxyz.com it works .SInce SSO should happen through the email  in this case .user@sap.com without the sap.com domain we won’t be able to proceed .Can we get some reference documentations to look here?I am referring to this steps. Is there any other work arounds .Please suggest . Setting up SSO  

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New Voice
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Newcomer
gordrwNewcomer
asked in Docusign Admin
Shut off auto field detection??

Going to tag a document for signature, docusign scans the document and finds fields and auto-tags them, there is a popup to to “undo” (see attached). We hit “undo” every time. How do we disable this feature all together, it is annoying?

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Newcomer
L
Newcomer
Live MomentNewcomer
asked in Docusign Admin
Can’t Create or Access Templates – Urgent Help Needed

Hi everyone,I’m suddenly unable to create new templates or open any of my existing ones in DocuSign. Every time I click Templates I either get a blank screen or an error message saying the feature isn’t available. This makes it impossible for me to keep using the platform, because I need to send contracts to a large group of people today.Has anyone run into the same issue?If you found a solution—or even a temporary workaround—I’d really appreciate your advice.Details that might help: Plan type: Free Trial Browser & version: Chrome Steps I’ve tried so far: clearing cache, logging out/in, switching browsers, and restarting my computer. Thanks in advance for any suggestions. I’m on a deadline and this feature is the simplest way for me to distribute contracts!

502
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Community Moderator
V
Newcomer
voltron1872Newcomer
asked in Docusign Admin
Lock Recipient Name Problems

The "Lock Recipient Name" setting is disabled in my account settings, recipients can modify their name during the signature process. When I create the document for someone to sign, when I “Add recipients” and type in the persons name (example John Smith), when I get the document back I see (Johnny Smith). I’ve read there is a Lock setting, so therefore the person has to sign with their legal name (John Smith)...but I don’t see it.  Under Signing Settings, Signature, I don’t see a link to click on for: Lock Recipient Name. Nothing is there. I read on your forum I need to submit a ticket to have this “system wide” setting updated so I can see this in the future and and LOCK this setting….so whatever I type in the “Add Recipients” field is what the person must sign with. Can you change this setting for me? Or can you provide me the ticket link so I can make the ticket and submit to your team?

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Community Moderator
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Newcomer
HICITDSNewcomer
asked in Docusign Admin
Expired SSO certificate, users can't log-in and use service

Hello,Our users can’t login to Docusign for over two weeks because the SSO certificate from IdP Azure expired.To my knowledge we have ‘require all users to log in via SSO” policy in place, and bouncing of walls. We’ve already went thorough domain verification (DNS records & GUID) and there’s no further communication from Support.How can we resolve this problem? We need our service back.Thanks,HicITDS 

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Community Moderator
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Newcomer
PallantHouseNewcomer
asked in Docusign Admin
Can you temporarily transfer a seat from an existing user to a new user (for duration of maternity leave)?

Does anyone know if you can temporarily transfer a seat from an existing user to a new user, for duration of the existing user’s maternity leave? I do not want to close her seat, as i) the person undertaking maternity cover will need to view the existing user’s previous activity and ii) the existing user will need access again on her return to work next year. I’m sure this isn’t the first time this situation has arisen so any advice or suggestions gratefully recevied, thank you. 

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Community Moderator
M
New Voice
Mario B.New Voice
asked in Docusign Admin
SSO Certificate

Hello, can you tell us how we can access the configuration interface for Single Sign On. We need to upload a new certificate there.Thank you.Best regards,Mario

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Community Moderator
C
New Voice
cweeksNew Voice
asked in Docusign Admin
DocuSign Private Message for Agent

When sending to an Agent, DocuSign presents a popup allowing the agent to provide name and email of the recipient along with a Private Message to the customer.Is there a way to disable this feature? We would rather not want Agents to be allowed to send private messages. When the customer receives the DocuSign document and they open it, they are presented with an Electronic Disclosure popup, where the same Private Message is placed on this popup and saying it is coming from the User Account of the one sending the document and not from the Agent that placed the actual message. Is there a way to not have the Private message on the Disclosure, and if not can it be configured to say that it came from the Agent rather than the User Account?

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Community Moderator
I
Newcomer
IgnacioNewcomer
asked in Docusign Admin
I have tried for over an hour to get support for a billing question, I am unable to reach the page to have someone call me

I have tried for over an hour to get support for a billing question, I am unable to reach the page to have someone call me

282
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Community Moderator

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