Legacy User

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I'm trying to add my signature to a document before I send it to the customer.

Forum|Forum|3 years ago
April 11, 2023
5 replies
65 views

I've watched the video where it tells me to go to manage, then click the NEW button and then scroll down to sign a document. HOWEVER...my docusign account does not have the NEW button on the left side, under Manage. What to do? please help.

eSignature

Best answer by Community Expert

Hello,

If you have a personal account with the Business Pro plan, you should be able to send envelopes, to add your signature you will need to add yourself as a signer to the envelope.

However, if you are in a company account with a Business Pro plan, meaning that someone invited you to their account, you will need to confirm with them, that you were granted Sender permission, to send an envelope.

I recommend opening a case with DocuSign support and confirming the account set up with the support agent because it contains private information that cannot be disclosed in this public forum.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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

C

Community Member

Legacy User

Hello,

Thank you for reaching out here in the DocuSign Community.

If this is a personal account, do you have a DocuSign Plan?

If this is a corporate/company account, if you do not see the option to create an envelope, you will need to contact your account admin to review your current user permissions.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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

C

Community Member

Legacy User

yes, I have an account. How do I know which plan I have?

C

Community Member

Legacy User

I have the eSignature Business Pro plan

C

Community Member

Legacy User

this plan should allow me to insert my signature into the document before I send to a client, should it not? So why do I not have the same features as shown on the youtube video on how to do this?

C

Community Expert

Answer

Docusign Employee

Hello,

If you have a personal account with the Business Pro plan, you should be able to send envelopes, to add your signature you will need to add yourself as a signer to the envelope.

However, if you are in a company account with a Business Pro plan, meaning that someone invited you to their account, you will need to confirm with them, that you were granted Sender permission, to send an envelope.

I recommend opening a case with DocuSign support and confirming the account set up with the support agent because it contains private information that cannot be disclosed in this public forum.

Let us know if you need further assistance with this.

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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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.