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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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237 Topics
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237 Topics

rhekssNewcomer

asked in Docusign Admin

Is it possible to change the signature template (e.g. Font size for each element)

I am using CFR Part11 signature template and it looks too wide vertically, so i wanted to edit the name, reason and time smaller but it seems that only designed templates (and there are only two) are available. Is there any chance to edit manually?

1 hour ago

NickAllanNewcomer

asked in Docusign Admin

Setting Up JIT Provisiong with Azure AD

Hi all,We have successfully set up SSO between Azure AD and DocuSign, and have started work on implementing JITP.We have setup AAD Groups which we would like to use to dynamically assign users to different accounts within DocuSign e.g. Group Dep1 will have the user add to Dep1 account in DocuSign.We are thinking we could use extension attributes in the AAD group to send the SAML Assertions but have not had much luck.Hoping that someone has been able to successfully set theirs up in a similar way or can provide some insight to assist us in setting up these dynamic groups to map the accounts. Thank you

221

6 hours ago

Kevin.BNewcomer

asked in Docusign Admin

After verifying Domain, what's the best way to move forward with unmanaged Users/Accounts

Hello,As the Docusign admin for my company, I recently verified our domain to prevent unmanaged signups with our company email. However, I still have 100+ existing users who have separate, individual accounts using our domain. What is the cleanest, most efficient way to invite all these unmanaged, domain users into our main company account? Not sure if it’s ideal to close their existing account and add them into the company account as their might by company data/envelopes in their existing account. Is there a way as an admin I can transfer the company-related envelopes to the company account beforehand? Ideally, I would want the users to have as little action items to do as possible. Some guidance would be helpful. Thank you!

174

12 hours ago

sofian_solusignTroubleshooter

posted in Docusign Admin

How To Prefill a Docusign Envelope Before Sending (Web Form or PowerForm)

Hi! I just published a new YouTube video on prefilling documents in Docusign to eliminate repetitive data entry.You’ll discover two efficient ways to prefill forms: manually on Docusign or through powerful integrations. This saves time and ensures accuracy for every document sent! You can find it here: Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

15 hours ago

Peach379Newcomer

asked in Docusign Admin

SAML Map Profile Info

Is there any way to map additional info for user profiles through SAML mapping? Job title, Company, Address, that kind of info. If I can pass the info from our IdP, is there a way for DocuSign to map and apply it to our user profiles?

1258

15 hours ago

Caroline30Newcomer

asked in Docusign Admin

phone number or email address

I want to email or speak to someone regarding our account but cannot find a contact number/email. Please can someone reach out confirming how I can contact DocuSign direct.Thank you

21 hours ago

JC YeesshhNewcomer

asked in Docusign Admin

Account cancelationn ot possible. Christopher.Alpizar can help?

I can access admin panel, but has no option to downgrade or cancel account. Bot is useless and I cannot open ticket. Is there a way to contact Docusign so they avoid charge back and claim for abusive recurring billing ?

1 day ago

jmorrisNewcomer

asked in Docusign Admin

Orgnization Admin - can't set default user account

I’m relatively new to Organization Admin, but can see already that I have employees who are both Account and Domain users. I’m trying to set one of them (Account) as default as suggested in the training, but that option does not appear for me in the “Actions” drop down menu.

5 days ago

Homestead Real EstateNewcomer

asked in Docusign Admin

Bulk Send

Why does it seem that I am unable to enable or even find the Bulk Send option in Sending Settings. We have a Business Pro account.

5 days ago

bulk send failNewcomer

asked in Docusign Admin

SMS delivery is not available for envelopes with bulk send recipients

Could you please let me know why SMS delivery is not available for envelopes with bulk send recipients? How can I send envelopes by email and SMS when use bulk send? It is not friendly at all. Please help!!!

124

6 days ago

JimMcLNewcomer

asked in Docusign Admin

Signed v Completed

Does anyone know if there has been any case law relating to when an electronic document creates an agreement? Is it when all parties have signed the document or is it when the document is Completed?

122

6 days ago

zaidfurmieNewcomer

asked in Docusign Admin

Good Day All.Please help with below.I'm in urgent need of a document from January/February 2023 I no longer have access to the email address (my previous employer) (work Email address) that it was sent to. I have tried using Docusign secure code to access the document with no success. I'm unsure also how to get in touch with a docusign employee to assist me. Any advice or assistance or if a docusign employee can contact me would be very helpful.

6 days ago

JaimieNewcomer

asked in Docusign Admin

Purchased more envelopes

I purchased envelopes because I went over the plan for the year but the additional envelopes that I purchased never showed up in my available envelopes. Still shows I am over my quota. I can’t find any help online and no phone number to call. Anyone know the answer?

6 days ago

SARNewcomer

asked in Docusign Admin

Wrong SSL Certificate configuration of docusign.net

Hey all,Our security solution marks emails from “eu.docusign.net” as phishing.The domain seems to belong to Docusign, and the email seems to be legit, but looking into why this is marked as spam, I saw that your SSL configuration for https://docusign.net/ is incorrect.I am not sure if this is the reason for the marking, but it would be good to rectify this in any case.The problem lies with the SAN configuration not having the plain docusign.net as domain name configured:This is what my firefox says:Websites prove their identity via certificates. Firefox does not trust this site because it uses a certificate that is not valid for docusign.net. The certificate is only valid for the following names: www.docusign.net, na1.docusign.net Error code: SSL_ERROR_BAD_CERT_DOMAINPlease check your configuration. If you could resolve this error, maybe it helps with your emails being marked as spam and blocked.

392

7 days ago

roxhoffNewcomer

asked in Docusign Admin

Signatory sees black box in their signature block

When one of several signatories tries to sign, he reports that the signature area is black. The document looks fine and no other signatory is reporting the same issue.Any ideas?

208

7 days ago

MeredithNewcomer

asked in Docusign Admin

Formatting of email to Review documents has changed

Hi,Recently the formatting of our emails has suddenly changed, when I receive an email to Review documents our logo is huge and the text is tiny. The link to Review Documents is really hard to see because it’s so small. Any tips on how to fix this? Not sure why it has suddenly changed.Thank you :)

142

8 days ago

mconquestNewcomer

asked in Docusign Admin

Enable fax delivery?

Do I need a Business or higher pricing Plan to be able to Enable fax delivery?

8 days ago

melVNewcomer

asked in Docusign Admin

Contact number for Support in Australia

Hi Docusign Community,There has been an ongoing issue with my account and I need to discuss this with someone. The 1800 255 982 number for support in Australia no longer works and my account wont allow me to ‘open a case’. Any help would be appreciated. Thanks

414

8 days ago

B1r0Newcomer

asked in Docusign Admin

Can't contact support, can't fill the support form! Need to renew company's SSO certificate.

Is there a way to contact support for Europe?We are locked out of our corporate account because we let the SSO certificate expire.I am struggling to access the site to open a support call, and the form I am supposed to fill throws an error saying it doesn’t accept formatted strings !?!?!?

121

9 days ago

Sara VNewcomer

asked in Docusign Admin

Custom fields not visible to admin (goal: to create hyperlink)

We want to insert a hyperlink into our document which forwards the reader to our general terms and conditions. I found the manual on Docusign on how to add a hyperlink by creating a custom fields. We were logged in as Admin, but our menu was different and ‘custom fields’ was not available. Is creating a custom field only available to certain accounts? And if it's not an option for us, does anyone know how to add a hyperlink via a text field? I did a few attempts, but without any luck. Thanks in advance!

122

12 days ago

VinoNewcomer

asked in Docusign Admin

Move from One domain to another domain because of Company change

Hi TeamOur company was recently established as a spin-off from another organization. All of our DocuSign user email addresses currently use the @OldCompany.com domain, and we need to update them to @newcompany.com.We have not yet created an Organization or claimed the @OldCompany domain. Is it possible to use the Bulk User Edit option to update the email addresses? Additionally, we need to ensure that all documents sent from @OldCompany.com remain accessible under @newcompany.com.Could someone provide guidance on the steps we should take to achieve this?ThanksVino

102

12 days ago

mvlasenkoNewcomer

asked in Docusign Admin

How to disable PDF attachment document copy for completed email

HelloI need to find a way how to not add pdf copy of signed document into “complete” email attachment. And make it not global setting. I know there is a possibility to disable: Admin ->Signing and Sending -> Envelope Delivery -> Attach documents to completion email, but it effects the whole account. I found something about “Allow account users to decide if they should send a link or attach a PDF” and then configure “Permission profile” → Deliver self-signed email notifications by “Link”. But it didn’t help.Does someone know how to disable attachments for specific user, group etc and do not affect the whole account?Thanks

231

12 days ago

JAHubNewcomer

asked in Docusign Admin

Sender DocuSign email rejected

After sending off a document for DocuSign signatures I received the following message: smtp; 530 5. 1. 0 <dse_na3@docusign.net> sender rejected Is this an issue with the receiving party and/or their phone/computer settings for receiving the email? I double checked the email address and it was correct. Per DocuSign’s suggestions I even re-entered the recipient’s information, including email, as part of the “Correct” procedure in my DocuSign account. Any suggestions for fixing this issue?FYI, I have successfully sent this recipient 10 to 15 docuSign emails over the past 6 months.

1343

13 days ago

CCMRObserver

asked in Docusign Admin

Does support ever handle open tickets????

I opened a billing ticket for being overbilled and cannot get anyone at docusign to update the ticket or call me as requested multiple times! Does their support even exist anymore? Do I have to cancel my account?

13 days ago

mike.meltonDocusign Employee

posted in Docusign Admin

Research opportunity for users of Docusign Monitor

Hello! I’m Mike a researcher at Docusign. We’d like to talk to you about how you use Docusign Monitor in your organizations–what kinds of alerts you have set up, how you respond to alerts, and about your experience with Docusign Monitor and other monitoring tools. We’ll be running 1 hour research sessions the month of November 2024. If you have recent experience with Docusign Monitor and would like more information about this study, please drop me a note: mike.melton@docusign.com.

13 days ago

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