Docusign Admin

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 wind

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 

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.

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

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 

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?

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.

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 . 

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?

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!

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

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 

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. 

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

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?

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

Hello! I know this is more of a Microsoft question but we all know how effective Microsoft support is. Previously, organization users were able to sign documents without creating an account, and then access those documents again via the links in the emails they received. Now, however, clicking the links in their emails is giving them Azure AD access denied errors. Has anyone else had this issue before, and if so how did you resolve it?The only thing that’s changed in our organization is that we’re starting to rollout a new domain, but the users reporting the issue don’t yet have it. We are also unable to recreate the issue in development.  

I am reaching out to enquire about the following in relation to your service that has arisen from our Business Continuity and Operations Risk Lead: Whether single sign on (SSO) is available, and if so, could you please advise on the steps required to proceed with implementation? Whether Two Factor Authentication (2FA) is available in the absence of SSO, and if so, the procedure for enabling it. Your clarification on the above would be greatly appreciated, as it will allow us to update our records accordingly.

I sent an envelope with new hire materials - I9, W4 and expected the templates to have fields for the new hire to edit - Name, etc. It only allows them to sign.  What did I do wrong?Thanks

My employer utilizes Docusign and I have recently become an administrator to the account. The previous administrator quit her job suddenly and left a lot of issues unaddressed. I removed various ex-employee users from our account, added new users, and updated our auto-pay payment information. When our subscription renewal via auto-pay went through, I downloaded the invoice for our records. I found that the invoice lists two people as contacts -- both these people are ex-employees. I cannot find any information as to how to correct this situation -- delete these two names and put in new names. My employer is a non-profit and gets audited on a recurring basis, so I need to correct this mistake. Thank you for any and all assistance.