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Docusign Admin

Find answers to your Docusign Admin questions.

  • 330 Topics
  • 947 Replies
330 Topics
M
Newcomer
MeredithNewcomer
asked in Docusign Admin
Formatting of email to Review documents has changed

Hi,Recently the formatting of our emails has suddenly changed, when I receive an email to Review documents our logo is huge and the text is tiny. The link to Review Documents is really hard to see because it’s so small.  Any tips on how to fix this?  Not sure why it has suddenly changed.Thank you :)

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Community Moderator
M
Newcomer
mconquestNewcomer
asked in Docusign Admin
Enable fax delivery?

Do I need a Business or higher pricing Plan to be able to Enable fax delivery?

522
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Community Moderator
V
Newcomer
VinoNewcomer
asked in Docusign Admin
Move from One domain to another domain because of Company change

Hi TeamOur company was recently established as a spin-off from another organization. All of our DocuSign user email addresses currently use the @OldCompany.com domain, and we need to update them to @newcompany.com.We have not yet created an Organization or claimed the @OldCompany domain. Is it possible to use the Bulk User Edit option to update the email addresses? Additionally, we need to ensure that all documents sent from @OldCompany.com remain accessible under @newcompany.com.Could someone provide guidance on the steps we should take to achieve this?ThanksVino

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Community Moderator
C
Observer
CCMRObserver
asked in Docusign Admin
Does support ever handle open tickets????

I opened a billing ticket for being overbilled and cannot get anyone at docusign to update the ticket or call me as requested multiple times!  Does their support even exist anymore?  Do I have to cancel my account? 

132
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Community Moderator
mike.melton
Docusign Employee
mike.meltonDocusign Employee
posted in Docusign Admin
Research opportunity for users of Docusign Monitor

Hello! I’m Mike a researcher at Docusign. We’d like to talk to you about how you use Docusign Monitor in your organizations–what kinds of alerts you have set up, how you respond to alerts, and about your experience with Docusign Monitor and other monitoring tools. We’ll be running 1 hour research sessions the month of November 2024. If you have recent experience with Docusign Monitor and would like more information about this study, please drop me a note: mike.melton@docusign.com.

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mike.melton
Docusign Employee
L
Newcomer
lifelivexeventNewcomer
posted in Docusign Admin
Invoice with my Vat bynber

I have asked to have my vat in my billing, buit today I went to get the pdfs or to print the invoices, but I have nothing in the billing view of the admin… I turned premium this past month… but I need the invoices from the other months, does anyone have any help to offer pls?

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Newcomer
M
Observer
MCAPObserver
asked in Docusign Admin
NEW Form completed - generic

HI How do I get the NEW DOCUSIGN COMPLETED title changed when it comes through the agreements tab - its very confusing as all the submissions I make are listed with generic title NEW PROBITY CHECK so cant identify the file at a glance without actually having to view the doc to identify which it is. 

202
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Community Moderator
B
Observer
BrightBioObserver
asked in Docusign Admin
Retrieve a signed enveloped

I have docusigned an agreement upon invitation of the counterparty. I have a partial pdf with the DocuSign Envelope ID, can I use this ID to retrieve the entire document?Thank you 

262
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Community Moderator
A
Newcomer
argriggs2Newcomer
asked in Docusign Admin
Signee #1 completed signing the form, but signer #2 says they dont have the email alert. Can I just resend the original link?

Signee #1 completed signing the form, but signer #2 says they don’t have the email alert. Can I just resend the original link?

142
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Community Moderator
D
Newcomer
Dana L DNewcomer
asked in Docusign Admin
Is there a way to get onto specific servers? (NA3 to NA4)

I have been struggling with this for a while, and DocuSign was able to explain my problem but not how to fix it. I’m on the NA3 server, with the Shared Access feature turned on. The intent is that I review documents for my boss by opening her DS envelopes from Shared Access, running a quick comparison on them, and telling her “okay good to sign.”If a document is sent on NA4 though, I can’t access it. Unfortunately, it seems like a good portion of the documents are sent from NA4 accounts. Is there a way to move my NA3 account to the NA4 server? Or a way to guarantee someone else’s account will be on NA4?

914
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Community Moderator
A
Newcomer
Aaron WiseNewcomer
asked in Docusign Admin
SSO - Demo Organization/Account

I’m getting ready to impliment SSO and they mention a demo organization.  I can’t figure out how to create a demo organization that is linked to my real organization.  I want to link our domian and SSO (Azure) only once. 

452
C
Community Moderator
K
Newcomer
K.FosterNewcomer
asked in Docusign Admin
Accessing others' custom reports - eSignature

I am currently trying to do a handover with custom reports I made so that others in my team (one with admin access and the other with limited admin access to reports) can access it, continue using the data being reported, and play around with filters for ad hoc reports.I know that I can schedule reports, but I was wondering if they can just access what I made directly on the site. I can see that there is a solution to the CLM instance of DocuSign, but I couldn’t see it for e-Signature.At the moment, the only solution I can think of is building reports for each account. This is doable, but it’s not my ideal sustainable solution.  

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Newcomer
M
Observer
Michalina LiszewskaObserver
asked in Docusign Admin
Addidng user problem

Hello!I’ve tried several time adding a new user IZabela Gortat, but everytime she receives an invitation and accesses with the access code there is such a notification:Could you please help me with this issue? Kind regardsMichalina

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Community Moderator
A
Newcomer
AnnemieNewcomer
asked in Docusign Admin
signature versus name

Why is it that documents are sometimes signed with my name and sometimes with my signature? I’m the recipient.

412
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Community Moderator
Tara_OLS
Newcomer
Tara_OLSNewcomer
asked in Docusign Admin
Adding Users - but they not able to see what I need them to see

Dear All, I hope you can assist, I am trying to give a user access so that they can open, receive and download signed documents within Docusign - however, all they can see if my signed documents but cannot see all staff. Have I missed something in the process? This individual does not need full access to upload or send out forms - just view, edit, possibly sign and download.Please advise?Thank you@Tara_OLS 

1076
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Community Moderator
R
Newcomer
RMK96712Newcomer
asked in Docusign Admin
Radio Buttons turn red with a jagged outline and won't allow submission of completed envelope.

Our organization just released updated envelopes for intakes.  We’re receiving calls from clients stating that they’ll reach the questionnaire page with radio boxes being used in a “on the scale of 1-5” manner, and not being able to complete the whole document without Docusign returning them back to this questionnaire page.  Each question has their own group of 5 radio boxes.  When they reach the end and attempt to submit, it brings them back to this particular questionnaire page where the very first question (line 1) will have all the radio boxes lined with a jagged red outline. So far, we’ve gotten 4 different clients who have reported the same exact issue.  The work-around I managed to find was instructing them to make another choice in that group of radio boxes, and then changing back to their original number choice.  So far, that’s been successful in bypassing that nuisance, but I wanted to know if there’s another way at troubleshooting this.  All I’ve done thus far is delete that

293
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Community Moderator
A
Newcomer
AMax2024Newcomer
asked in Docusign Admin
Can I remove signers from partially completed document?

I need to remove specific signers from a document and the document has been partially completed by other signers.  ie., John Doe has completed his docs and Jane Doe hasn’t, and I need to remove Jane Doe now.

2962
A
Newcomer
J
Observer
Jennifer KnightObserver
asked in Docusign Admin
Sharing Envelopes

I am trying to figure out how to share envelopes in my account. I have 4 users and have paid for 6 seats. (60 envelopes) - how can I make it to where all users can use all of the envelopes? 

152
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Community Moderator
K
Newcomer
KikiNewcomer
asked in Docusign Admin
Basic Plan

Doesn’t the basic plan include 5 envelopes per month? If so why is my plan saying I ran out of envelopes in the month of October when I haven’t used any yet?

123
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Community Moderator
S
Newcomer
SachaRNewcomer
asked in Docusign Admin
Issue with shared access viewing by user gave access to

Hi everyone - has anyone got any pointers on this issue i have. I as an admin - did shared access from one user account - adding in the secretary of the directory on the shared access area of the system.  However when the secretary logs into her docusign she cannot see any of the envelopes. Despite her being named in the directors profile as a shared access. I chose the option for Allow to send on behalf of XXXXXXXXXXX in setting it up and have also removed and tried the option Allow to manage on behalf of XXXXXXXXXXXXX however with neither option does the secretary have the visibility of the envelopes of the profile I chose the share access with others.Have I missed something? Any advice would be great. thanks in advance.

742
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Community Moderator
H
Observer
HR092324Observer
asked in Docusign Admin
CSV Bulk import data into email body

Is it possible to import data in a specified column from the CSV bulk file into the body of email via bulk send?  We have different code send to employees.  The code cannot be on the form and must be on the email.  How could this be accomplished?  I looked up ECF and followed the steps, but it did not work.  Thank you.

393
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Community Moderator
C
New Voice
Christopher.parrishNew Voice
asked in Docusign Admin
Document eSignature settings

I have inherited eSignature and need to do a discovery for all settings in the Admin tools and was wondering if there is a better way than clicking each individual screen, like an export or something similar.

474
C
Community Moderator
D
Conversation Starter
Donna SevignyConversation Starter
asked in Docusign Admin
Anyone experience multiple email reminders even after the step is finished?

I am wondering if anyone in the community has navigated a support ticket where people are experiencing multiple email reminders even after they have finished their action.  This is happening for a group in our business who has been really stable for multiple months and they swear they didn’t change anything in their template/workflow. From their eyes, this is new and sudden behaviour.  Thanks for any insights you may be able to offer.

1025
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Community Moderator
P
Newcomer
PaulWNewcomer
asked in Docusign Admin
Restrict Signing group to CC Receives a copy only option

I want to set a specific rule for a user group when they receive documents that it can be restricted to only having the option to receive a copy,  eg below. Any help is greatly appreciated 

554
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Community Moderator
K
Newcomer
KarimZakiNewcomer
asked in Docusign Admin
Is no_reply@docusign.com valid ?

Hi all, One of our tenant users received an email from no_reply@docusign.com mentioning that Docusign isn’t able to process the payment because the payment info is incorrect or outdated. Is this a valid mail? Thanks in advance,Karim Zaki 

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Community Moderator

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