Docusign IAM Core

I work for a K-12 private school and we want to require both parents to sign our student handbook (for some grades, the student will sign, as well). My wonder is, what will happen if we use bulk send, but it is a single parent situation? The goal would be…Role 1: Parent 1Role 2: Parent 2Role 3: StudentWhat will happen if I try to bulk send but no one is listed for Role 2? I plan to make those fields optional instead of required, but will the bulk send even work if that information is missing on the CSV file? Would I have to send it to Parent 1 a second time?

We have some life sciences customers who have procurement Part11 modules. Since Part 11 requires signers to do identity verification, they purchased the Enterprise Pro edition and added the company SSO so that all signatories were added to their Docusign Account. Because of such customers, if they are recommended to move to IAM, the number of users is very exaggerated and the cost is unbearable. We've heard that there are also IAM unmanaged licenses that can be assigned to such users. Whether there is documentation for this piece, how to enabled, and how a license is assigned. Hopefully there will be more detailed steps that can be operated. it can be very valuable. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🌟The only DocuSign Partner globally with two Certified eSignature Technical Consultants🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024📊 DocuSign Community Leaderboard Top 5 contributor🚀 E

Does IAM for Enterprise Core includes integration connector for Salesforce as part of plan?

There looks to be an omission in sandbox for IAM, which we have purchased as part of Enterprise IAM edition, for development of our own workflows to showcase IAM to our customers, partners and prospects.Standard Operating Procedure for us, as with generally accepted software practice, is to develop in a sandbox and then, once proven, migrate to production. This we have done historically with template development for esignature for example.It seems that the functionality to transfer is not available, forcing replication of a sandbox to production by manually keying configuration into a production environment.This is by no means straightforward when a multi step Maestro workflow has been developed...laborious and error prone.This will inevitably consume customers purchased production capacity as manual errors are corrected as testing continues in the production environment prior to signing off go live…Are we missing something?Can a Maestro workflow be developed in sandbox and then downlo

Hello everbody, We use DocuSign for business purposes to our full satisfaction. To allow users and administrators to log in, we use SSO (Single Sign-On). However, our certificate has expired, and we can no longer log in to renew it.A ticket has been created with DocuSign, but unfortunately, we have not received a response, and we have been unable to operate for a week now.Is there anyone who can provide us with a backdoor or upload the new certificate? This would be extremely helpful for us.

Hi DocuSign community!I’m currently working on a responsive web design project and using DocuSign to handle approval workflows for design assets and mockups. However, I’m facing some challenges in efficiently managing the approval process for assets that need to be reviewed across different screen sizes (mobile, tablet, desktop).I’m looking for advice on how to streamline the approval process for responsive designs in DocuSign, especially when it comes to ensuring feedback and approvals are organized by device view or asset version. Sites like sincere mechanic seem to handle these workflows smoothly, and I’d love to hear how others are using DocuSign for managing approval tasks in a design project.Any tips or suggestions would be greatly appreciated!

Is there a way to have it send an email to someone in the company when a contract has 30 days before it expires? 

I believe IAM will help integrate all the apps in DocuSign, which will be important for the backbone of implementing AI  for DocuSign. Excited for this new change!

What capabilities are included in Docusign IAM Core?

How do I know if this is the right package for my organization?

As an existing Docusign customer, I'd like to know how IAM Core works and how my company could benefit from it.