Platform Services

Wondering how to automatically schedule a report to send to a party with a CSV attached. For example, sending an executed contract list monthly to the finance department. I dont see the schedule option when the report was created. 

Dear DocuSign Support Team,I hope this message finds you well.We would like to confirm whether our DocuSign account currently has the Part 11 module enabled to support compliance with FDA 21 CFR Part 11 requirements. If it is not yet enabled, we kindly request assistance in activating this module for our account.Please let us know if any additional information or documentation is required from our side to proceed.Thank you for your support.Best regards,Kenny Hsieh台寶生醫集團 Taiwan Bio Group

Unable to create Maestro with Salesforce. After installing Salesforce from App Center, we tried to add connection to salesforce. After adding the credentials it is not refreshing the page. A blank white page shows and it does not redirect back to Docusign. Tried multiple times and it is not connecting

As per the older posts I have tried to locate the "My Preferences" tab and the "Contacts" tab of which i have neither anywhere on my profile, even when clicking my account icon. The only way i can see my contacts is when I click on the address book icon when inserting the name of the addressee. However when I click on this, I am unable to edit the contacts information. I am at a loss and I do not understand how something which should be incredibly simple is turning out to be such a difficult task.

I used to have for our startup a paid account. I downgraded it and now have it as free account.  BUT we still need the monthly invoices. There is no way to get these invoices. Support is pointless as “you need to have a paid account to access support”. The documentation shows only how it would work on a paid account.  

How can i format a text field so that the background is solid and covers underlying text when filled in

I’m creating a DocuSign Template and in the custom email sent to the signer I want to include the senders job title. Ideally I could have a variable/command in the template that would pull the job title from their DocuSign account and place it in the message. My research into this seems to indicate this isn’t possible without either setting up a field where the staff member needs to type their title every time or setting up an API. This change would affect hundreds of our templates, so I just wanted to confirm this was the case before I select a path.  Could I please get a recommendation on the best path forward?

I have configured a brand for Signing. But unable to see it the header and footer in the signing document. I am able to see it in emails and forms however.

I need for my clients to be able to receive my contracts so they can sIGN them and return them through Docusign. I can’t get the scanned contracts to them without my initials and signature in the place they are supposed to sign? I need help setting it up please? I need to set up a new account strictly for my clients?

I have a DocuSign account. I finished the free trial => I tried to get the paid plan => the payment fails because my account isn’t verified => Support Docs say to re-sign up to get the activation email again => I tried that and it doesn't work => Support Docs say that You can Open a Case at support.docusign.com => You need to log in to support.docusign.com => I get an error when I try to log in.  I have tried everything, but nothing worked.There is no DocuSign support email nor phone number… Which is very annoying.At this point, there is nothing I can do other than writing this post. I would like help to activate my account so that I can get the paid account.

Hello,We are wanting to establish a custom email domain for use with templates we have created. I have been told this is available with the plan we are currently on.  My question is can the custom email domain be established for testing in our demo environment before we move into our production environment.  How can the custom email domain be added to our demo environment?   Is this a support ticket that we would open?   Is it possible to have the Organizational Admin role in both the demo environment and production environment ?   From research on your support site I believe this role allows for the custom email domain to be setup by that admin “ self service “ ?   Or for the demo environment do we need to open a support ticket to have someone on the Docusign team help us Thank YouNorman FosterBusiness Technology Analyst 

Good morning, I would like to export a report with all the titles of the organizationsOnly the title and number and not any data related to the organizationCan you please provide the steps? Thank you, Rosa M. Leal 

Our IT staff is no longer with the company and we are unable to log on to our Docusign account.  I need assistance with getting reconnected to our dashboard.  Resetting the previous admin’s password doesn’t work as I do not have the answers to his security questions.

Hi, I paid for a year of docusign personal last August. I get 5 sends a month and have only sent 1 this month, yet docusign states that I am out of envelopes and it is asking me to upgrade. Has anyone else encountered this? I am on hold with docusign currently and hoping to get an answer but wanted to also post here just in case. Thank you in advance if anyone can help out!

Hi Guys, I am new here. As a common scenario, I went to the forums to get guidance from the pros. As the title says, I would like to learn and finish the Maestro Workflow Course but whenever I try to, the link proceeds to a disconnection notice or failure to log in. It is quite weird as I am still logged in using our corporate account. Please help?

Good morning,I noticed that the shared envelopes module are being updated.I’m unable to remove a user from a shared envelope that was configured before DocuSign team updated this module.I followed the new instructions (please see below), but the use does not display in this list and still displaying in the previous list (where the users who belongs to my shared folder displays)I also want to keep the user in the same organization as he has other envelopes that he is responsible for.Any ideas on how to resolve this issue? View or Remove Shared Access with a UserLast updated: Jul 26, 20251 min readTagsDocusign eSignatureAs an administrator, you can view and manage the shared access with a specific user. The Shared with [User Name] page shows the list of users that the current user shares access to their envelopes.From the Accounts view, select Users. Locate the user that you want to manage sharing settings for, and select Actions > Manage Shared Access. Select Shared with [User Name].

 Following This documentation:Configuring SAML SSO using DocuSign and PingFederate | Configuration Guides

I want to update hundred plus users as closed.I did an export of the users, updated the status, and tried to do the bulk update.I got the error that I need the APIusername, however, I cannot see where in the user download I can get this field. Can anyone help please? 

Hey, how can I see statistics on how many reminders has been sent per envelope per UserID? Thanks already in advance

Is there a way to see the history on when reminders have been sent out  per envelope

Hi,Can someone please help me change the setting in shared access for my team to be able to send on behalf of each other. I do have the admin access, but when I go through the steps to allow the permission, everyone is greyed out and you are unable to select.Please let me know if you have any questions.  Thank you,Kaila

Hello- I joined a new employer, and it appears we have never used templates before. What would be the best way to get this going? We do not have the option to save an envelope as a template either. 

In order to check what users are still part of our domain I used to download the following lists:- Users and Memberships- Domain Users- External Domain UsersThese lists could be downloaded from Admin - Users - Bulk Actions where these 3 items would create a number of files that could be downloaded.I did this mid August but it seems that when I do this now a number of reports no longer exist. The only option I have now available now is the - Users and MembershipsThe other 2 are no longer selectable and therefore I can’t create them anymore. Is this a new feature that I missed?   I do want the other 2 reports to be available...has anyone else noticed these reports have ‘disappeared’? Should I raise this with Docusign as an incident?Any thoughts?

Is there a way to export the Logs records in the Agreements Actions page