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Idea Submitted

Administrator role to enter sequence of sends

Categories:eSignature
  • January 6, 2025
  • 0 replies
  • 10 views

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I’m new to being a user of Docusign after a dozen years of signng for vendors/providers/clients.  However, the onboarding has been very difficult. I was not able to utilize my first months 5 agreements for signature because I could not always upload from google drive.

 

I’ve set up envelopes and used docusign successfully twice so I thought my learning curve was short.

 

However, today it tell mes “only an Administrator can establish the sequence for followup if document is not signed righ away  i am the only user on my team I was recognized as Administrator in December but now not.  This is crazy and a big waste of my time. It appears I’ve now lost the envelope and agreement because i didn’t click through to send since I wanted to get some help with the sequence. I’ve just lost over an hour of my time.