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I believe Docusign has this option however, I cannot find the setting where I am able to see when a document is viewed but not signed?  

 

Thank you

I believe Docusign has this option however, I cannot find the setting where I am able to see when a document is viewed but not signed?  

 

Thank you


Hello @LindaM ,

Welcome to the Docusign Community and thank you for posting your concerns!

Apologies for the late reply. 

Docusign sends out email notifications to the sender to inform a document has been viewed for the first time for each recipient, you can enable this by: Manage Notification Preferences

  1. Clicking on your profile image.
  2. Select "My Preferences" from the dropdown menu.
  3. In the "Signing and Sending" section, click on "Notifications".
  4. Uncheck the checkbox next to any notification that you do not want to receive.
  5. Click on "Save" to update your notification preferences.

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


Nathaly,

  I have all those checked however, there is no option to receive notification when a document is opened/viewed and Docusign says there is, where is this?


Hello @LindaM ,

Thank you for reaching back.

Can you provide a screen shot of where you are not seeing the options?

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


Hi Nathly,

  Here is what I see as my options of seeing an envelope opened.

 

 


Hello @LindaM ,

Thank you for reaching back.

I see what you mean now, thank you for the screen shot. It could be that the notification option is not enabled in the back end, please contact customer support to have your backend settings checked: https://support.docusign.com/en/contactSupport 

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


The SUPPORT logins are for accounts I don’t have, Notary or Developer????

How do I get support that can actually help me???  Getting pretty frustrated with this experience Nathaly.

 


Hello @LindaM ,

Thank you for reaching back.

I’m sorry to hear that it is becoming a frustrating experience for you. 

From the link provided, please follow the below steps on how to open a case with our Support team: https://support.docusign.com/en/contactSupport  

  1. Select Open a Support Case at the top of the page.
  2. Select the Continue button beneath eSignature, Rooms, and CLM. Note: If you're a DoD customer, select DoD Customer Login.
  3. Log in using your Product credentials (email and password) and select Continue:
    1. The DocuSign Support Center requires login credentials for a Production account. The account can be a Trial account, but it must be in a Production environment (i.e., not a Demo or Sandbox environment).
    2. Have issues logging in? Try these troubleshooting steps.
  4. Select a Case Subject. Note: If you have multiple DocuSign accounts, a pop-up will appear. Select an account to continue.
  5. Select any of the resources under ‘Need Answers Fast?’ that address your issue.
  6. If that doesn't answer your question, select the Add Case Details button.          
  7. Complete the case form.
  8. You can also open a case without logging in to your account using the option under “I can’t reset my password”

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


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