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Hi Team,

Our organization’s previous account admin left the organisation and his name and email address still appears in summary report of signed envelopes. How can we change setting and remove his name from upcoming envelopes that needs to be signed?

Thanks,

Deepali Sharma

 

Hello @Deepali.sharma,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that your previous Admin left the company but their information still appears in the summary of the reports.

 

Can you provide a screenshot of what report are you referring to?

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Hi Chris,

Please find the below screenshot:

 


Hello @Deepali.sharma,

 

Thank you for reaching back, to clarify, are these for completed envelopes that the previous Admin sent?

 

Were these sent using Docusign or an integration?

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Hi Chris,

Yes, these are completed envelopes sent by another user who was not an admin. These were sent using DocuSign.

Thanks!

Deepali Sharma | HRIS Data Analyst

 

American Express Global Business Travel


Hello @Deepali.sharma,

 

Thank you for reaching back, could you clarify if an integration was used to sent the envelopes?

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Hi @Deepali.sharma,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Hi Chris,

No, integration was not used to send envelopes.

 

Thanks,

Deepali Sharma | HRIS Data Analyst

American Express Global Business Travel


Hi @Deepali.sharma,

 

I hope you are doing well.

 

Can you provide an envelope ID for one of the envelopes sent and completed after the Admin left the company? this is so I can review the information at the backend.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Hi @Deepali.sharma,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


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