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Hello! Can non-registered DocuSign users receive and sign a document I send them, or do they have to register as a user with DocuSign first?

Thank you!

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Melanie.PanguitoAnswer

Docusign Employee

Hello @Volker,

Thank you for your response. It is possible that the Administrator has set a login requirements for recipients. I recommend reaching out to them directly to discuss this matter.

Login Requirements: This option sets account and log in requirements for recipients. There are four possible selections:

Not Required to Login: The recipient is not required to log on to the system. If the recipient has a Docusign account, they can sign their document from the email link without logging on.
Login Required if Signer Has an Account: If the recipient has a Docusign account, they must log on to their Docusign account to open the document.
Account Required – Login Once Per Session: The sender cannot send documents to anyone who does not have a Docusign account and the recipient must log on to their Docusign account to open the document.
Account Required – Login for Each New Document: The sender cannot send documents to anyone who does not have a Docusign account and the recipient must log on to their Docusign account to open each document.

Article: Authentication Settings

I hope this information is helpful to you. Please don't hesitate to let us know if you need further assistance. We're here to help. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

Justin Jiang

Established Contributor

Hello! Non-registered users can indeed receive and sign documents sent via DocuSign without needing to register for an account. DocuSign allows recipients to sign documents using the guest signing feature, which does not require them to create an account. The sender simply needs to use DocuSign to email the document to the recipient's email address.

After signing, the recipients will have the option to create an account with DocuSign if they wish, but this is not a requirement to complete the signing process.

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Christopher.Alpizar

Docusign Employee

Hi @Christopher McTiffen,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, 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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Volker

New Voice

Hi, How can I invite a non-registered user to sign a document? We have an enterprise account and in order to get a document signed by the other party I need to create an “envelope” with the document and enter the email adress of the recipient of the counter party and that email adress is accepted only, when the recipient’s email adress entered into the form is known to Docusign / registered at Docusign… What is the trick here to send documents to non-registered users?

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mr1

Digital Leader

@Volker

I’m not sure I understand - all you need to do is type in the person’s name/email address when you create an envelope. If that person is not already in your contact list it will be added. If the name is in the list, the information will auto populate. (There is no general contact list of all DocuSign accounts for you to choose from. Each account has its own contact list, maintained by the account owner/admin.)

Hope this helps

mr1

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MR1

M

Melanie.Panguito

Docusign Employee

Hello @Volker,

I hope you are doing well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

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Volker

New Voice

no, unfortunately the reply was not useful and it the issue is not solved. When I have entered a recipient that is not registered at DocuSign, and I click on “send now” or “next” a message appears at left bottom of the screen “Account settings indicate the recipient must be an active DocuSign user.” Can you please help on how to adress that issue?

”

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M

Melanie.Panguito

Answer

Docusign Employee

Hello @Volker,

Thank you for your response. It is possible that the Administrator has set a login requirements for recipients. I recommend reaching out to them directly to discuss this matter.

Login Requirements: This option sets account and log in requirements for recipients. There are four possible selections:

Not Required to Login: The recipient is not required to log on to the system. If the recipient has a Docusign account, they can sign their document from the email link without logging on.
Login Required if Signer Has an Account: If the recipient has a Docusign account, they must log on to their Docusign account to open the document.
Account Required – Login Once Per Session: The sender cannot send documents to anyone who does not have a Docusign account and the recipient must log on to their Docusign account to open the document.
Account Required – Login for Each New Document: The sender cannot send documents to anyone who does not have a Docusign account and the recipient must log on to their Docusign account to open each document.

Article: Authentication Settings

I hope this information is helpful to you. Please don't hesitate to let us know if you need further assistance. We're here to help. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

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rbennett1118

Newcomer

Hi, How can I invite a non-registered user to sign a document? We have an enterprise account and in order to get a document signed by the other party I need to create an “envelope” with the document and enter the email adress of the recipient of the counter party and that email adress is accepted only, when the recipient’s email adress entered into the form is known to Docusign / registered at Docusign… What is the trick here to send documents to non-registered users?

I am having the same problem.

Were you able to resolve?

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M

Melanie.Panguito

Docusign Employee

Hey @rbennett1118,

I’m really sorry you’re experiencing an issue. Just to clarify, are you also getting the error about account settings indicating the recipient must be an active DocuSign user when trying to send the envelope?

If yes, this is usually related to account settings, so you may need to connect with your Admin.

Login Requirements: This option sets account and log in requirements for recipients. There are four possible selections:

Account Required – Login Once Per Session: The sender cannot send documents to anyone who does not have a Docusign account and the recipient must log on to their Docusign account to open the document.
Account Required – Login for Each New Document: The sender cannot send documents to anyone who does not have a Docusign account and the recipient must log on to their Docusign account to open each document.

Article: Authentication Settings

If that’s not the case, feel free to share more details so we can help you better. Thanks!

Regards,

Melanie | Docusign Community Moderator

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M

Melanie.Panguito

Docusign Employee

Hey there @rbennett1118,

How are you? Just checking if you still require further assistance. Please don't hesitate to let us know. We are always happy to help!

Regards,

Melanie | Docusign Community Moderator

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