Platform Services

Hello, Docusign Admins! Thank you for being a member of our Docusign Admin Community. I'm a researcher at Docusign addressing the needs of Org and Account Admins. I'm running a short, self-paced test on Admin Settings fundability. If you might be interested in participating, please complete the following, short application. https://docusign.co1.qualtrics.com/jfe/form/SV_bI2HvRhXTIIdVuCI'm looking for both Account and Org Admins, so please apply at your earliest convenience. If you qualify for the study and complete the short test in its entirety, I'll send you a gift certificate equal to $30 USD.If you have any questions about this study please feel free to contact me at mike.melton@docusign.com.

As the broker and admin of a real estate company, can my compliance officer be in my DocuSign reviewing files while I am in it creating a new form to sign and send? 

Just noticed in my bank statement that I was charged automatically for this annual subscription. I would like to know if I cancel the subscription 30 days if I will be refunded for the upcoming year I was already charged for?

Hello, I’m trying to achieve the following, but with the tool I have available, this doesn’t seem possible? I would like to receive a report or have a means to follow up unsigned envelops older than 1 week that have been sent by X,Y & Z. While also being able to filter out X, Y & Z from the results.Currently we use a template in DocuSign where we fill in some data before it gets sent off to the end user. Because of this, we see ourself as a recipient in all of the reports as well.I also can’t seem to filter the results for older than 1 week, newer than 3 months or something like that. I wanted to check out workflows, but I can’t find that in the admin portal of DocuSign. I’m guessing this has something to do with licencing?  How do you guys handle this scenario? We want to do a weekly check on unsigned envelops for specific people and templates preferably by using a scheduled report.

A user in our organizations DocuSign account is on leave. He has incomplete envelopes. I want to transfer those envelopes to myself so I can complete them. I tried transferring ownership by following instructions in a DS University article, “Best Practices for eSignature Custody Transfer,” but this didn’t work. After filling in the prompts, the button to submit remained greyed out. I was in my eSignature Admin account; the article says I need to be in my Admin UI account. Are these the same?  If not how do I find my Admin UI account?

I am trying to update payment option yet when i click submit it does not update. 

How do I cancel my 30 day free subscription

How do I delete automatically ingested documents from Navigator? I have numerous documents that are not agreements and I do not wish to store them in Navigator, please provide instruction on how to delete these documents. 

I went to DOCUSIGN ADMIN then to Groups.  When the list appears, it isn’t sorted in any way that i can tell , which makes it hard to find the group you are looking for.  Is there a way to search for a group or sort the list? 

Hello, As an Admin, I have added a License/User and she has performed activity in the DocuSign account. As an admin, how do I view this overall and view all the activity that is going on the account and how do I view the activity of other users?  Thanks

How to pull the routing group email address in the email body? 

We have a managed account, I am the admin.One of our users left and the email address was removed as you do.We now have people asking for the documents they signed, are they still stored somewhere?If so please can you advise where I might find them?

Could someone clarify what Email Archive Configuration is? Does it enable a sender or admin to view the exact notifications sent to signers? Occasionally, signers claim they didn't receive the envelopes—can we use email archive features to verify that the envelope notifications were indeed sent?

I am going into my DocuSign settings and I cannot find the section that allows me to edit signature types. I want it to only allow signers to sign by drawing a signature, not by typing it.  Where am I missing this option? I click on Settings and cannot find the Signature Types part.

Hi, one signatory is off for long time. How do I add another signatory to the same envelope without cancelling all the review process? 

Hi, I can’t find the location where i can find my payment/bill. Can someone tell me where i can find it?Thanks.Jonathan

Hi,Is there a way to share an inactive user’s envelopes?  Thanks,Amy

How long will it take to transfer 800 envelopes.

Hello All, I wanted to know if it’s possible to provide two signature tabs but only one will be signed?To give a context, I need two signature tabs representing a “Yes” or “No” decision. So the person who is signing will sign on either of this as a decision.Is this something that can be done with Docusign?

When a document has been signed by everyone it has been sent to, do they get a copy of the final signed document or do I need to download it and email it to them?

Hello,I originally signed up for a reoccurring payment plan.I no longer want this plan and it is overdue resulting in my plan being suspended.I want to downgrade to the free plan.But there is no button for me to do that…..possibly because my account is suspended.How do I downgrade to the free plan with a suspended account? Thanks, Jeremy

Hey is there a way to change the Emailadress in the “answer to” field when sending out a contract to sign? or disable the “answer to” completely?The Email I have registered is our companies general Order mail. All emails for the contracts should go to and from a specific email.

I am in the midst of creating user accounts. In the Permission Profile, may I know what is DS Admin, DS Viewer & DS Sender? Which should I select?

Hello, we will be migrating from HelloSign to Docusign. We are hoping to migrate all the documents in HelloSign into Docusign. I am wondering if anyone has gone through this process before. If so, could you provide any insight or process taken to do this smoothly. Has anyone used the repository product provided by Docusign? We will not be migrating any templates.

Why are the form fields blank after I send the document, even though I have filled them in and can see the completed form before I send?