What's happening inside the Docusign Community | January edition
Find answers to your Docusign Admin questions.
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How long will it take to transfer 800 envelopes.
Hello All, I wanted to know if it’s possible to provide two signature tabs but only one will be signed?To give a context, I need two signature tabs representing a “Yes” or “No” decision. So the person who is signing will sign on either of this as a decision.Is this something that can be done with Docusign?
Hello,I originally signed up for a reoccurring payment plan.I no longer want this plan and it is overdue resulting in my plan being suspended.I want to downgrade to the free plan.But there is no button for me to do that…..possibly because my account is suspended.How do I downgrade to the free plan with a suspended account? Thanks, Jeremy
Hey is there a way to change the Emailadress in the “answer to” field when sending out a contract to sign? or disable the “answer to” completely?The Email I have registered is our companies general Order mail. All emails for the contracts should go to and from a specific email.
I am in the midst of creating user accounts. In the Permission Profile, may I know what is DS Admin, DS Viewer & DS Sender? Which should I select?
Hello, we will be migrating from HelloSign to Docusign. We are hoping to migrate all the documents in HelloSign into Docusign. I am wondering if anyone has gone through this process before. If so, could you provide any insight or process taken to do this smoothly. Has anyone used the repository product provided by Docusign? We will not be migrating any templates.
In my organisation i have two dept, can a employee be there in two dept? I am not able to add a person in two dept. Its showing only old dept while loging no switch between dept.
It seems that the DocuSign Envelope Status in Salesforce is not updating. Is this a known DocuSign issue, or is there something we can troubleshoot on our end? It was functioning correctly before.
Hello, For the Enterprise Pro Plan, how does the billing work? If the user base declines (Fewer signatures etc.) does that translate to a cost savings?
when requesting signature from quote - i get the below error“An error occured while sending the document for signature. DocuSign returned the message. This user lacks sufficient permissions to access this resource”.
One of our employee is moving from one department to another and got 100 envelope. I need to know to few questions:which is the best option transfer now or csv transfer only completed envelope can be transferred? what about incomplete envelope?
Currently, I’m using Personal Plan account. I’m wondering whether I can link the account with another email?Additionally, how many users can I add or grant permission to?
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?
Can someone please help me on how to download Void envelopes report of all the users only. I want to know which user has voided envelopes
Join @Natalie Saaris (Docusign Lead Product Manager) and Mike Melton (Docusign Lead User Researcher) for an interactive feedback session focusing on your needs and expectations around accessing completed agreements within Docusign Navigator (you do not need to have current access to Docusign Navigator to participate in this conversation!)This is exclusively for Docusign administrators who manage accounts or organizations with 20+ users. The team is offering two different sessions to accommodate for time zone. Please RSVP as space is limited!Thursday, August 15 @ 9 AM PT / 12 PM ET Thursday, August 15 @ 3:30 PM PT / 6:30 PM ET More information about Navigator: Navigator is a new platform service in the form of a smart repository. Navigator enables organizations to centrally store, manage, and analyze all of their agreements seamlessly within Docusign.More than just document storage, Navigator is powered by Docusign AI, which identifies and stores key attributes of an agreement—effecti
The following is what I plan to do, I would like to know if it is correct and is there anything wrong with my understanding?1. Declare a new domain, add domain and change settings2. Update the email address of a single user and test the new account login. If the single account test is normal, you can use the sample file to update a large number of users. The "UserEmail" field in the sample file remains unchanged and must contain the current user's email address. In the "UpdatedUserEmail" field, enter the email address for the new domain. Once the import is complete, the user's email address will be updated. All existing information will be there.※ It is recommended to set up and test SSO in a demonstration organization first. Once successful, repeat the same steps in the production organization account.Login to different URLs will lead to different environments.Demonstration: https://account-d.docusign.comProduction: https://account.docusign.com
Can someone please confirm if there is a report or utility to assist with an audit on DocuSign sender compliance of of company policy to download their completed envelopes? Is there a way as an Admin to report on any level of detail completed envelopes downloaded?
Can you transfer envelopes between an account and a sub-account of that account?
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