Docusign Admin

I created several Document Custom Fields in the DocuSign in order to use them in one of my templates.Such as Document Custom Fields:Contact Email Contact Name Contact Telephone NoAfter creating those fields, then I set up a template and upload a envelop word file. I wanted to insert/place those document custom fields in the document, they do not appear in the sender’s filed drop down list.

I have a 3 page template I am am trying to make page 3 to be page one, How can I change the page order of a template? 

I updated the values in the Envelope Custom field and selected Yes to updating the templates that have this field, however not all envelopes were updated.  What can I do to update those templates which did not get updated?

I accidentally deleted a template instead of using the REPLACE option.  How can I correct my mistake?  The end users cannot type information into the new request form I uploaded.Sandy

Hi, I created a paid DocuSign account for myself as I urgently need a QES siganture. I added this type of signature, but I have problem with proceeding in the ‘Identity Verification’ section. It looks like it’s used to ask a person I ask for signing to identify themselves, but it doesn’t work anyway; I keep having an error. How do I authenticate myself? I will not be asking anyone for signing now? I just need to have the QES signature active for myself. I will be really thankful for your help. Best regards,Maria

We have a complex process for CE certification of our machines. This process requires numerous signatures from employees, sometimes the same employees signing multiple times at different times. Unfortunately, we've now reached the limit of 200 rules. If DocuSign could increase the number of rules allowed, it would be a huge help. As it stands, we'll constantly have to delete rules to stay below the 200 limit.

I have been trying to add this as an idea but I keep getting a “page not found” banner. When doing a bulk “transfer envelopes now” it would be very helpful to see who the original owner of the envelop was in addition to who they were transferred to using the Action button

My credit card got charged $120 on Oct 25 but my DocuSign account is free through DocuSign for Realtors.  How to I get rid of this charge and the second account?  There does not seem to be a way to call, email or write to DocuSign. Rhonda Berg 

Looking for a way to set up signature tag specifically, to always be on the same line of the document used with template. We noticed the tag is not on the same line all the time, and the issue seems to be the size of the document.I know we can let users move the tags before sending the initial envelope but looking for another way so the users don’t have to adjust the tags. How are others working around this? Thank you. 

Hello, My company signed an agreement in July, paid in August and it is now December and we still have not been given access to an account. We flagged issues back in August and there have been MANY MANY emails and calls about it and I keep being reassured that DocuSign are fixing the issue (a huge DocuSign error and breach of GDPR) where they linked our contract and payment to an incorrect/different company yet it is still not resolved. It is taking so much of my time to deal with that I feel like I should be sending an invoice to DocuSign for the time I have spent trying to fix your mistakes and also the time I am loosing by having to go through a wet ink signing process as after five months we still have no electronic signing system. I am told by person #1 that person #2 will contact me, then person # 2 says it is person #1 who will contact me.I also emailed the general support ticket I had and got an automated message to say my tic

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

I want to quit my free account 

Hello,We are wanting to establish a custom email domain for use with templates we have created. I have been told this is available with the plan we are currently on.  My question is can the custom email domain be established for testing in our demo environment before we move into our production environment.  How can the custom email domain be added to our demo environment?   Is this a support ticket that we would open?   Is it possible to have the Organizational Admin role in both the demo environment and production environment ?   From research on your support site I believe this role allows for the custom email domain to be setup by that admin “ self service “ ?   Or for the demo environment do we need to open a support ticket to have someone on the Docusign team help us Thank YouNorman FosterBusiness Technology Analyst 

Wondering how to automatically schedule a report to send to a party with a CSV attached. For example, sending an executed contract list monthly to the finance department. I dont see the schedule option when the report was created. 

Dear DocuSign Support Team,I hope this message finds you well.We would like to confirm whether our DocuSign account currently has the Part 11 module enabled to support compliance with FDA 21 CFR Part 11 requirements. If it is not yet enabled, we kindly request assistance in activating this module for our account.Please let us know if any additional information or documentation is required from our side to proceed.Thank you for your support.Best regards,Kenny Hsieh台寶生醫集團 Taiwan Bio Group

I used to have for our startup a paid account. I downgraded it and now have it as free account.  BUT we still need the monthly invoices. There is no way to get these invoices. Support is pointless as “you need to have a paid account to access support”. The documentation shows only how it would work on a paid account.  

I’m creating a DocuSign Template and in the custom email sent to the signer I want to include the senders job title. Ideally I could have a variable/command in the template that would pull the job title from their DocuSign account and place it in the message. My research into this seems to indicate this isn’t possible without either setting up a field where the staff member needs to type their title every time or setting up an API. This change would affect hundreds of our templates, so I just wanted to confirm this was the case before I select a path.  Could I please get a recommendation on the best path forward?

I have configured a brand for Signing. But unable to see it the header and footer in the signing document. I am able to see it in emails and forms however.

I have a DocuSign account. I finished the free trial => I tried to get the paid plan => the payment fails because my account isn’t verified => Support Docs say to re-sign up to get the activation email again => I tried that and it doesn't work => Support Docs say that You can Open a Case at support.docusign.com => You need to log in to support.docusign.com => I get an error when I try to log in.  I have tried everything, but nothing worked.There is no DocuSign support email nor phone number… Which is very annoying.At this point, there is nothing I can do other than writing this post. I would like help to activate my account so that I can get the paid account.

Good morning, I would like to export a report with all the titles of the organizationsOnly the title and number and not any data related to the organizationCan you please provide the steps? Thank you, Rosa M. Leal 

Our IT staff is no longer with the company and we are unable to log on to our Docusign account.  I need assistance with getting reconnected to our dashboard.  Resetting the previous admin’s password doesn’t work as I do not have the answers to his security questions.

Hi, I paid for a year of docusign personal last August. I get 5 sends a month and have only sent 1 this month, yet docusign states that I am out of envelopes and it is asking me to upgrade. Has anyone else encountered this? I am on hold with docusign currently and hoping to get an answer but wanted to also post here just in case. Thank you in advance if anyone can help out!

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 t

 Following This documentation:Configuring SAML SSO using DocuSign and PingFederate | Configuration Guides

I want to update hundred plus users as closed.I did an export of the users, updated the status, and tried to do the bulk update.I got the error that I need the APIusername, however, I cannot see where in the user download I can get this field. Can anyone help please?