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608 Topics

SachaRNew Voice

asked in Docusign Admin

Issue with shared access viewing by user gave access to

Hi everyone - has anyone got any pointers on this issue i have. I as an admin - did shared access from one user account - adding in the secretary of the directory on the shared access area of the system. However when the secretary logs into her docusign she cannot see any of the envelopes. Despite her being named in the directors profile as a shared access. I chose the option for Allow to send on behalf of XXXXXXXXXXX in setting it up and have also removed and tried the option Allow to manage on behalf of XXXXXXXXXXXXX however with neither option does the secretary have the visibility of the envelopes of the profile I chose the share access with others.Have I missed something? Any advice would be great. thanks in advance.

Community UserLegacy User

asked in Docusign Maestro

Is there a way to recover purged documents

Is there a way to recover purged documents

HR092324Newcomer

asked in Docusign Admin

CSV Bulk import data into email body

Is it possible to import data in a specified column from the CSV bulk file into the body of email via bulk send? We have different code send to employees. The code cannot be on the form and must be on the email. How could this be accomplished? I looked up ECF and followed the steps, but it did not work. Thank you.

Christopher.parrishConversation Starter

asked in Docusign Admin

Document eSignature settings

I have inherited eSignature and need to do a discovery for all settings in the Admin tools and was wondering if there is a better way than clicking each individual screen, like an export or something similar.

Donna SevignyTroubleshooter

asked in Docusign Admin

Anyone experience multiple email reminders even after the step is finished?

I am wondering if anyone in the community has navigated a support ticket where people are experiencing multiple email reminders even after they have finished their action. This is happening for a group in our business who has been really stable for multiple months and they swear they didn’t change anything in their template/workflow. From their eyes, this is new and sudden behaviour. Thanks for any insights you may be able to offer.

MziblitimNew Voice

asked in Docusign App Center

Web Form, how to add a template

We have built order forms based on different templates. If we change the original word/pdf-document for example want to add totally new question in it. Do we need to built web Form all over again?We can copy the template and replace the original document, and the start the Create Order Form building from the start. This is how we do it now.

PaulWNew Voice

asked in Docusign Admin

Restrict Signing group to CC Receives a copy only option

I want to set a specific rule for a user group when they receive documents that it can be restricted to only having the option to receive a copy, eg below. Any help is greatly appreciated

KarimZakiNewcomer

asked in Docusign Admin

Is no_reply@docusign.com valid ?

Hi all, One of our tenant users received an email from no_reply@docusign.com mentioning that Docusign isn’t able to process the payment because the payment info is incorrect or outdated. Is this a valid mail? Thanks in advance,Karim Zaki

johannamalmbergNewcomer

asked in Data Verification

Signing with Docusign

Hi,When a new employee is signing trough Docusign, it´s very easy and didn´t need to legitimize with Bank ID. Should it be that way, or can do add Bank ID in the process? Thank you for the help. Best regardsJohanna

Eleanor LNew Voice

asked in Docusign Admin

Changing account owner

I’m president of a non-profit. Up to now, we’ve been an all volunteer organization, but we’ve hired a PT Exec. Director. This person will need to have control of our DocuSign seat. How do I transfer from me to this new person?

SayedActive Voice

asked in Docusign Admin

can you link a DocuSign account to a generic shared email address,

can you link a DocuSign account to a generic shared email address, I don't seem to have access to custom email domain options on

mshealyEstablished Contributor

asked in Docusign Admin

Resource file-want to remove email for decline.

These are the ones that I do not want to be sent. This is what i changed in the resource file for emails. It didn’t work, it still sent them out. Please assist with how to modify this to keep them from going out. <data name="EnvelopeDeclined_PlainTextBody"></data><data name="EnvelopeDeclined_Subject"></data><data name="SenderEnvelopeDeclined_HtmlBody"><head></head><body></body></data><data name="SenderEnvelopeDeclined_PlainTextBody"></data><data name="SenderEnvelopeDeclined_Subject"></data><data name="EnvelopeDeclined_HtmlBody"><head></head><body></body></data>

Mohd BaqerNew Voice

asked in Docusign Admin

Sending documents to review and approve

Hi,I need to send documents for review and approve, but if the receiver unsatisfied or he need to add a comment to sender he can return the documents to sender otherwise the receiver approves than the document shall move to next signing order

Rachna SinghNewcomer

asked in Docusign Admin

Not able to access Docusign admin tab

Hi Support,We have successfully installed the DocuSign package; however, we are encountering an issue when attempting to click on the DocuSign Admin tab. The error message displayed is: "Please verify that you have been granted access to DocuSign, your account settings are correct, and that you have responded to all activation emails."Could you please assist us in resolving this issue?Thank you for your support.Best regards,Rachna Singh

NahalActive Voice

asked in Docusign Admin

Org admin setting up delegation for users

Does the org admin have the ability to set up signing delegation for users of their account? Or, is this only possible for the signer to log in and complete the steps?

rgcullenNewcomer

asked in Docusign Admin

How can I enable the Part 11 Module on a DocuSign account? I don't see the option anywhere.

Need to add Part 11 Module, not familiar with this at all. How can I tell if it is even available in our DocuSign tenant?

legalcontractsConversation Starter

asked in Docusign Admin

Reporting Issues

Has anyone had any issues lately with the reporting functionality. I ran an Envelope Volume Report today and for September the report indicates my Envelopes Sent as 26 but Envelopes Completed as 803. This does not make sense to me. Should I open a case with DocuSign? Thank you in advance.

Laura MarinNew Voice

asked in Docusign Admin

Receiving copies by email when the Envelope is sent

Hi,When I send an envelope through DocuSign, I always receive both unsigned and signed copies after the signer completes the process. Is there a way to stop receiving these copies to my associated account email?Thanks,

OANNew Voice

asked in Docusign Admin

Number of users

How do I know how many users I can have on my account if I have a 500 envelope allowance?

sofian_solusignFrequent Contributor

posted in Docusign Maestro

How To Use Docusign Maestro In 2024 (Beginner Tutorial)

Hi! I just published a new YouTube video on how to work with Docusign Maestro. I walk through how to create multi-steps workflows using the example of a investor onboarding process.I also went over Docusign Maestro’s conditional paths and integration with Google Drive. You can find it here: Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me

symbio.itNewcomer

asked in Docusign Admin

Merge/Transfer User Accounts

Hi Community, I have recently implemented SSO using ADFS and is working fine. However, there are some users whose email addresses do not match with the verified domains.Is it possible to create a new user account (matching the domain) and transfer everything from the existing accounts?Thanks

mike.meltonDocusign Employee

posted in Docusign Admin

Research opportunity for Docusign Org and Account Admins

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.

sniehausNew Voice

asked in Docusign Admin

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?

mingo84New Voice

asked in Docusign Admin

Can I cancel annual subscription AFTER 2nd automatic charge one year later?

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?

Maarten Van NuffelNew Voice

asked in Docusign Admin

Follow up on unsigned documents

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.

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