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  • 506 Topics
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504 Topics
John.Kleinhenz
Docusign Employee
John.KleinhenzDocusign Employee
asked in Docusign Admin
Powerform is being abandoned 50% of the time

Asking on behalf of a customer…Any work arounds to avoid being charged an Envelope each time a Powerform is abandoned ? Customers are bailing out before completing the Powerform and we are burning thru envelopes and not getting any value from them. Thanks 

803
Michael.Rave
Docusign Employee
M
Newcomer
msienkoNewcomer
asked in Docusign Admin
Can SSO be bypassed?

We are going over our external password policies. One question I am unable to find the answer is “If we have SSO enable. Is there a way to sign in with a user name / password bypassing SSO?

11334
C
Community Moderator
R
Newcomer
Rob EdwardsNewcomer
asked in Docusign Admin
Document Storage and Reporting

Hi Community,Does anyone know if there is an administrator function that allows me to determine the following information for all of the users I managed within my company?Total number of stored documents The amount of storage being used by all these documentsSo the information I am looking for would only include those documents not yet deleted / purged based on our retention settings. Thanks & Regards Rob

1235
C
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How many pages can I send in one envelope?

How many pages can I send in one envelope?

1093
D
Docusign Employee
E
New Voice
ebeilerNew Voice
asked in Docusign Admin
Timing for February 2024 Core Release

Hello, I’m new to the DocuSign online community.Will the February 2024 Core Release for the demo environment be announced in early February? I’ve recently opted in on the Notifications Settings to receive Product Updates via email.I also checked the Release Notes page and the most recent Release Notes seem to be for the January release.https://support.docusign.com/s/releasenotes?page=1&labelKey=Release_Note&labelKey=eSignatureThank you.  

613
E
New Voice
B
Newcomer
bmaganaNewcomer
asked in Docusign Admin
Deleting Users

Hello, how do we delete a user from DocuSign? Is the CLOSE option DocuSign's form of deleting a user and is it the only option? Thank you!

6361
Michael.Rave
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
When using / sending a template, is it possible to disable the auto-loading of names and e-mails from the Address Book into the drop-down boxes for identifying the recipients?

We don't want our users to be able to mistakenly choose the wrong name/email when specifying the recipients of the envelope.

1623
C
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How do I activate QES? I am the administrator, however I can not find the option to change signature type to QES. I would appreciate some tips. Thanks.

How do I activate QES? I am the administrator, however I can not find the option to change signature type to QES. I would appreciate some tips. Thanks.

5175
Robert Jackson
Troubleshooter
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How do I download a report that contains envelope details that i've e-signed/received?

In the reports tab, I can generate a report of envelope details that I've sent out. However, I want to have a report that contains envelope details that I am a receipient of, particularly those that I see in the inbox.Is there any way I can do this?

622
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
I need to change out my company logo with our new logo. How?

I need to change out my company logo with our new logo. How?

3371
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Hi! How many seats come with the Business Pro plan?

I just added a second user and was not prompted about being charged, so am wanting to make sure that my company will not be charged unknowingly.

2064
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
The number of signers for each of a set of envelopes can be reported via the std eSignature report interface but selecting 'Date Signed' only gives a single date for each irrespective of the number of signers. How do I report Date Signed for each sig

The number of signers for each of a set of envelopes can be reported via the std eSignature report interface but selecting 'Date Signed' only gives a single date for each irrespective of the number of signers. How do I report Date Signed for each signer?

142
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Is there a way to combine the summary page with the signed document instead of having them separately?

Is there a way to combine the summary page with the signed document instead of having them separately?

6827
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Trying to perform a mass download/bulk export of all files and folders and agreements in the same order they exist in DS. Is this possible?

I have seen some information regarding DocuSign Retrieve but not sure what this is? I need to save all agreements but not individually, rather in a bulk export.

2721
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Is there a way to bulk download executed contracts?

Is there a way to bulk download executed contracts?

1893
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
I have an admin account. Once I enter a new user who has an existing account with an outside company, is there a way to merge or upload their existing envelops and templates to their new account?

I have an admin account. Once I enter a new user who has an existing account with an outside company, is there a way to merge or upload their existing envelops and templates to their new account?

533
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
Understanding Security Level on the Certificate of Completion

My Compliance team is working on auditing some of our past documentation and has asked some questions regarding the Security Level items on the Certificate of Completion page. Some of our envelopes are hosted by staff for In-Person signing and some are sent directly to signers to be signed but in both instances, the security level states "Security Level: Email, Account Authentication (None)" for both hosts of In-Person signings and for remote signers. The question is what does this designation mean? I've read elsewhere that it indicates that a signer wasn't required to log in to DocuSign to sign, but our In-Person staff access their envelopes through their DS accounts, so that doesn't seem to be accurate. Could someone please break down this line for me to help me understand what the Certificate is stating?Thanks for any help you can offer,Owen ShultzGT Independence

2880
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Trying to share access.

I have multiple users set up with shared access. I have tried to add an additional person to that access. She had previously used her work email to sign a document and when she logs in she only sees that info and stating she has three signs left and nothing about the shared access. I searched through the resources but cannot find an answer. I need to get this user the shared access (in my hub she shows active) but the user isn't seeing it.

1372
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Can we change the users email address as an admin?

I'm a user admin of Docusign to create/change/delete the users in my organization.I wanted to change email address for our user, but I couldn't find the option.Can we change it somehow?

1662
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
As an admin can I give myself shared access to someone account? Then being able to see all their documents and possibly sign documents on their behalf?

As an admin can I give myself shared access to someone account? Then being able to see all their documents and possibly sign documents on their behalf?

3281
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
When the user tries to login using SSO she gets a message: you cannot be logged in because you are not a member of a group with access. Which setting do I need to change?

We have SSO enabled for our account. For the administrators that works fine. I added another user with the standard DS Sender profile. And she cannot login (gets the message regarding the group membership). She is part of a group and has the DS Sender profile attached.

2427
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Can I get an email notification on e-Signature Release notes every month ? if yes, pls let me know what to do ?

Can I get an email notification on e-Signature Release notes every month ? if yes, pls let me know what to do ?

731
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Hey, how can I see statistics on how many reminders has been sent per envelope per UserID? Thanks already in advance

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

874
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Is it possible to move/transfer unused envelope to another DS Sender?

For example, under the eSignature account, our has 1 DS Admin and another 3 DS Sender (which these DS Sender are created by adding envelopes and seats under Plan and Billing) as illustrated below:Each DS Admin and Sender has 100 envelopes. The question is, if DS Sender 3 has 50 unused envelopes, can the DS Admin/DS Sender 3 transfer the unused envelopes to DS Sender 2?Any advice is greatly appreciated! Thanks!

931
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How to exclude members from SSO

I am not seeing options to exclude certain users from our SSO policy or a way to remove SSO altogether. My admin console doesn't have the same tabs such as the mentioned Security tab in this document https://support.docusign.com/s/articles/How-to-exclude-specific-users-from-SSO-requirements?language=en_US&rsc_301. I am currently an admin with full access, is this different than being an org admin? If so, how do I identify who the org admins are?

4547
C
Docusign Employee

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