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Docusign Admin

Find answers to your Docusign Admin questions.

  • 305 Topics
  • 878 Replies
305 Topics
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Is it possible to close users in bulk? Currently, I can only close users one by one and it is a major hassle.

Every 6 months, I will do a clean-up and have to close users that have left the company. I have to close hundreds of users every round. So far I couldn't find any feature in DocuSign that lets me close users by bulk and I would have to search the users one by one before I could close them. This is a very tedious process. There is a feature on DocuSign that lets me update users' information by bulk but not close them. Do let me know if such a feature exists. If not, any chance that this feature can be implemented? I believe many users would greatly benefit from this addition.

365
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Envelope transfer from one account to another.

I want to which method will work for this situation. We have a user for example uzair.h@abc .com with an account and later the user Email ID has been changed to uzair.h@xyz.com So currently we want all the envelopes to be moved from uzair.h@abc.com (old account) to uzair.h@xyz.com (new account) I checked regarding this , i think we can do custody transfer for this, right? Or if we change the email id for the account uzair.h@abc.com (old account) and rename it to uzair.h@xyz.com (new account) without moving any envelopes. will that work? https://support.docusign.com/s/document-item?language=en_US&bundleId=jux1643235969954&topicId=sdb1578456444133.html&_LANG=enus May I know which option suits here?

894
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How do I add users? I purchased 4 seats but can't find anywhere to assign users to seats.

How do I add users? I purchased 4 seats but can't find anywhere to assign users to seats.

371
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Me, as administrator, I see all envelopes I’ve sent for the signature . However, if the counterparty sends the envelope directly to the signatori I can not see the envelope. Is it possible to have a list with all envelopes signed by our company?

Me, as administrator, I see all envelopes I’ve sent for the signature . However, if the counterparty sends the envelope directly to the signatori I can not see the envelope. Is it possible to have a list with all envelopes signed by our company?

533
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
When I "re-send" a document, is this counted against our envelope totals?

When I "re-send" a document, is this counted against our envelope totals?

491
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Can other admins see returned documents?

trying to figure out shared access. if nothing is shared with other admins/users in our company in Docusign, can other people see sent and returned forms?

451
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How do I add a new administrator to the account?

This is not the right forum but struggling to find any contact details.

503
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
As an Administrator, I am able to Close a User's account. Once this happens, how long is an individual retained within the system to allow "reactivation?" I searched the Admin Guide and found this Note: User profiles for closed users are not delet

So is the closed User Profile retained for the life of the DocuSign subscription?

541
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Shared Access update

Are there any comms about why this has changed? My users think they're no longer able to view 'shared envelopes' but actually its how you view them thats changed and I haven't seen notes on why this change has been done. Links in other posts not working.

7319
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How do I brand my profile / company account with my company logo?

How do I brand my profile / company account with my company logo?

381
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How to change the header of email from Sender name to the default Company Name?

Hi, When I am sending the document in the notification and header of the email it is showing my name as a Sender, but I want to change it to the default company name for all envelope templates. Do you know where I can change the [[Sender Name]] to the [[Company Name]]? It should be like this instead of my own name: [[Company Name]] via DocuSign. I also tried to change it in Email Resource but cannot find. Below I put some examples. Thanks in advance!

8941
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How do I lock an envelope

How do I lock an envelope

490
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Hi... I am on the esignature page - and there is no way to start a document... how do I get to that screen?

Hi... I am on the esignature page - and there is no way to start a document... how do I get to that screen?

262
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Where can I find out how many envelopes are remaining in my company's account?

I can see how many envelopes have been used in the Reports, but not how many envelopes are still available in the account envelope pool. Please help!

8820
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Is it possible to disable "Just In Time Provisioning" for SSO?

Hello, Is it possible to disable Just In Time Provisioning for SSO? Thanks

750
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
I would like to know How many envelopes available in to my account?

I would like to know How many envelopes available in to my account?

1120
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Good morning, we are an EU based company. On our invoices there is no VAT charged, correct in any case. However, I can't figure out if DocuSign has an EU VAT ID (in which case I need to apply reverse VAT charge) or not. Thanks

Good morning, we are an EU based company. On our invoices there is no VAT charged, correct in any case. However, I can't figure out if DocuSign has an EU VAT ID (in which case I need to apply reverse VAT charge) or not. Thanks

9262
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Integrating with Topaz

Hello, I cannot seem to find how to sign with the Topaz signature pad. I have been able to capture signatures on the Topaz on https://sigplusweb.com/sign_chrome_ff_sigplusextlite.html. I installed the SigPlusExtLite to the computer desktop. I also added onto the browser the extension, DocuSign eSignature for Chrome. Also, Docusign has access to the site. The NEW button is displayed as well as the drafted documents that are from the Docusign site. Then I click the CONTINUE button, and the document is sent to the DocuSign site. However, the page only has the option to UPLOAD, USE A TEMPLATE, or GET FROM CLOUD. I cannot see where to go from that point. There is no option for the Topaz signature capture.

2950
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Sharing Envelopes

I know that the DocuSign administrator can set-up envelope sharing but can the end user share with other DocuSign users without the admin intervening.

152
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Can I remove a user from my shared envelopes when the user account has been deleted?

There are several users that I have listed in my shared envelopes. Some of the users in my list no longer have accounts in Docusign. How can I remove these orphaned users from my list of shared envelopes when the user account no longer exist?

270
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
We have 5 admin users. How to view all envelopes sent by all users? I can only see my own envelopes.

We have 5 admin users. How to view all envelopes sent by all users? I can only see my own envelopes.

3450
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Personal Branding on Signature Request Email

Hi! How do we personalise or add our branding on the email that gets sent for the signature request? Thank You!

212
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How can the Administration review all envelopes sent by all Users?

How can the Administration review all envelopes sent by all Users?

630
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Please cancel my DocuSign account, no longer need it

Please cancel my DocuSign account, no longer need it

430
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
"New" button not present on the home page to send document for signing

"New" button not present on the home page to send document for signing

1272
C
Docusign Employee

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