Skip to main content

Just yesterday, something changed within DocuSign that forced me to pick one account to be my default account and documents from both accounts will be saved or sent for signature to this one default account.  Prior to yesterday, the account the DocuSign document was created in is where the documents will end up or be sent to you for your signature from other individuals inside or outside your organization.

 

For example, as a company, we have a DocuSign account and we also have a Charles Schwab DocuSign account as our custodian.  It was VERY appropriate to have Charles Schwab documents saved into that account and our company documents into the other account.  Now documents will be co-mingled and makes NO sense why DocuSign changed this.

 

Hoping something can be done to put this back to the way it has been for years and not sure why the change was made in the first place.

 

Thanks!

Be the first to reply!