Docusign Admin

I need help with our docusign donation account it says that it is perpetual but I am billed 4500 USD.  

Hello - As the DS Admin for my organization, I’m focusing on creating offboarding processes for users who have been separated from the company. My initial process is when a user is offboarded or no longer needs a DS license, I transfer their envelopes to myself before I close their license. Is that best practice or is there a better way to handle the data? My goal is to keep the org’s envelopes/data within our environment. But one thing I notice is when I custody transfer the separated user’s envelopes to myself, I only get the envelopes sent by the separated user’s, not the envelopes they have signed and received. Is there a way to pull this information out as an admin?Any best practice tips on how to manage offboarding users and keeping the company’s data protected would be appreciated. Thanks,

My “Completed” contracts is not in sync with the emails that indicate completed. The completedfrom DocuSign emails is showing the actual number of documents signed and completed? Would there be a reason why it is not showing the correct competed contracts in the Completed link from the homepage? 

I’m making a template that goes back and forth between 2 parties.When party A makes a change to a data field, and the envelope goes back to party B. I want DocuSign to take party B to those changes and not directly to the signing required at the end of the document.  I’ve already set the fields to “required” but DocuSign still takes party B directly to the end of the document to sign, instead of directing them to review the changes. 

Quick one,  I am working on Docusign in our test environment and completed the build. I have this button that was initially created through “Application Forms” Template and was working fine. I created another template “Application Forms V2” and replaced the templated ID in the old button and chose not to create a new button. Why do I get this prompt ?That wipes out the fields from the actual template if I chose to click CANCEL on the above prompt.This is prompting me to use the “Application Forms” which is the older version.

I have created a template for an activity report.  Each individual employee needs to complete and sign their form; it’s then reviewed by their supervisor and signed; then reviewed by their manager and signed.  The standard template works great and the .csv bulk send is successful.But here is the issue: some employees cross multiple projects and have multiple supervisors, meaning: the employee completes and signs their form; then it’s reviewed by two separate supervisors and signed; then reviewed by their manager and signed.If I attempt to bulk send to everyone with enough optional signatures to accommodate the multi-supervisor exceptions, I cannot bulk send.  Every employee would need an email for the second supervisor, even if they don’t have one.Any suggestions to accommodate a sometimes-used signature field?

I have been trying to work with Docusign Support for over a week now to get a domain claim removed since we closed our account back in September/October. Is it normal for Docusign Support to take days to respond to follow up requests? This issue has turned into a high priority issue since it cause our executives to be unable to sign anything we’ve received and business is coming to a halt. 

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?

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?

My brokerage is switching to another digital signature platform - I would like to keep my current Docusign associated with my email and everything in there including Docusign Trans Rooms 

Hello, I downgraded my paid Docusign account and I now can’t see my previous invoices anymore but I need them ASAP. Because I now have a free account, I cannot contact the support to ask for the invoices.  Does somebody know where I can find my previous invoices or how I can contact the support to get them? Thanks a lot!

I’m trying to delete my Docusign account (auto renewal) as I have retired and the problem is I can’t contact a human being for help and no way online to get help without access to my old email account which I no longer have access to   Any ideas of how to actually get someone to help me?  

Is there an I-9 template available?

If we purchase a business pro docusign account, will it have a feature in docusign custom field to check related to checkbox field 

Hi all, I am unable to get a LIVE person on the phone, and the Sales Rep we have does not seem to answer emails.  How do I get help, we just need to change our credit card but DocuSign has totally locked us out of the system.  As you can imagine, this is quote urgent. Would appreciate any advice. Thank you!  

Hi Team,I am working in an organization, and my manager has an enterprise docusign account (paid account, not a free account) at this URL: https://apps-d.docusign.com/. When I use his integration key to send an email through my application, the "Test Document" prefix does not appear. I am confused because I researched on Google and DocuSign sites, and they all indicate that https://apps-d.docusign.com/ is a sandbox account, so it should contain that prefix when sending an email.I created my own free developer account and tested it, and I did get that prefix. My question is: if I need to use the integration key from my manager's enterprise account, what steps should I follow? Do we need to follow the go-live procedure here as well? If yes, what steps should we take? Can someone explain these steps in detail?

When sending a contract the all words within the contract have no spacing, this is only noticed when using a mobile browser, is there any way to correct this on mobile? Have mobile-friendly enabled. The document is a pdf imported into docusign. thanks in advance! 

I am the administrator of a new paid eSignatureBusiness pro account with 1 seat and up to 50 users. I am using the seat. When I try to add users, there is no button to add users as described in the instructional video, only the option for bulk uploads by CSV, which I would prefer not to do. As I have a paid account, I attempted to request a callback about this, but have the message “Your Docusign plan does not support opening cases.” Can anyone help?

Hello!I had a Docusign account at my broker for over 15 years and have lots of saved templates and files.  I recently opened my own account for our new brokerage.  I need help getting all of the old files and templates that I had in that account to the new brokerage account.My old email was: (redacted)New account: (redacted)Any ideas or ways to get all of that transferred over??Thank you for your help!Charlie

Hi, I would love help from support, but since we are no longer on a plan I can’t seem to find a way to reach them, I get send from one place to another by the chatbot and am not allowed to open a support case.I need all invoices of 2024 and they are not in my billing page.Who could help me?Thanks, Marijn 

Hello, I have added my colleague to our docusign account and he has never been able to log in, never with “forget password” or using a verification code. It’s as if his email is somehow blacklisted. We can’t figure it out but need to solve it and I can’t get in touch with a real human to help support us. We have a paid subscription. 

I hadn’t logged into DocuSign in a long time. Over a year? Regardless, I logged in yesterday and again today and I don’t see any Admin functionality in my DocuSign page. In reviewing some of the “help” articles, I see where you click on “Admin” and then “Organization” on the left. I don’t have that “Organization” in my web page. What’s happened/what am I missing?

Hello, As the sender of a Docusign for signature, is there a way to edit an error or typo in the document prior to the recipients signing the document without having to re-drag all of the signature/initial fields again?

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!

I have an account where I have been the only user for some time. I want to add a user but do not want that user to have access to or see any past documents that are in my library.  How do I set that person up so they can start their own area?