Docusign Admin

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.

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 

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 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].

 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? 

Hey, how can I see statistics on how many reminders has been sent per envelope per UserID? Thanks already in advance

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

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

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?

Is there a way to export the Logs records in the Agreements Actions page

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 

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

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.  

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.

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.

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 

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