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Have questions about Docusign Platform Services? You’re in the right place.

379 Topics
R
Observer
Rachna SinghObserver
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

2
N
Community Moderator
16 days ago
C
Observer
CGREENAFPObserver
asked in Docusign Admin
CAN ONLY RESEND CERTAIN ENVELOPES

Hi,We have a user who can resend some envelopes but not others even though they are using the same template. Any idea why?ThanksCrystal

2
C
Community Moderator
17 days ago
N
New Voice
NahalNew 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?

6
A
Community Moderator
22 days ago
R
Newcomer
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?

2
N
Community Moderator
22 days ago
L
Newcomer
legalcontractsNewcomer
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. 

3
L
Newcomer
22 days ago
L
Newcomer
Laura MarinNewcomer
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,

2
N
Community Moderator
23 days ago
P
Newcomer
ponchoNewcomer
asked in Docusign Admin
Paypal docusign scam

I received an email from docusign about completed purchase through Paypal for bitcoin. I checked my docusign account which I have not used recently and found 2 “completed” folders, one of which I can’t open. So far my Paypal does not show a purchase, but I don’t know what the “completed document is and it won’t allow me to take any action or report it.  Should I be concerned?

2
N
Community Moderator
23 days ago
O
Newcomer
OANNewcomer
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?

3
N
Community Moderator
24 days ago
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
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🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

1
leah.breen
Community Admin
28 days ago
S
Newcomer
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 

4
N
Community Moderator
29 days ago
mike.melton
Docusign Employee
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.

0
mike.melton
Docusign Employee
29 days ago
S
Newcomer
sniehausNewcomer
asked in Docusign Admin
Two at a time?

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? 

2
N
Community Moderator
1 month ago
M
Newcomer
mingo84Newcomer
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?

2
N
Community Moderator
1 month ago
M
Newcomer
Maarten Van NuffelNewcomer
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.

3
M
Troubleshooter
1 month ago
C
Newcomer
CGR TeamNewcomer
asked in Docusign Admin
How do I transfer envelopes from a user on leave?

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?

2
N
Community Moderator
1 month ago
S
Newcomer
samarNewcomer
asked in Docusign Admin
Update payment information

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

2
N
Community Moderator
1 month ago
D
Newcomer
Dave15Newcomer
asked in Docusign Admin
Cancellation

How do I cancel my 30 day free subscription

2
N
Community Moderator
1 month ago
K
New Voice
KristenDayNew Voice
asked in Docusign Navigator
Delete automatically ingested documents from Navigator

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. 

6
A
Community Moderator
1 month ago
mshealy
Troubleshooter
mshealyTroubleshooter
asked in Docusign Admin
Docusign Admin Groups-sorting of list is random

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? 

3
mshealy
Troubleshooter
1 month ago
H
Newcomer
HollyW00dNewcomer
asked in Docusign Admin
View account activity

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

3
Hengfeng Ge
Digital Collaborator
1 month ago
Emad Radwan
New Voice
Emad RadwanNew Voice
asked in Docusign Admin
Routing group email address

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

4
N
Community Moderator
1 month ago
S
Newcomer
sreganNewcomer
asked in Docusign Admin
Retrieve documents from a deleted account

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?

2
N
Community Moderator
1 month ago
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in Docusign Admin
Docusign Email Archive Configuration

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?

2
N
Community Moderator
1 month ago
J
Newcomer
jvomeigenNewcomer
asked in Docusign Admin
Removing Signature Types (Can't find option in settings)

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.

2
N
Community Moderator
1 month ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
How to locate my address book and edit contacts

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.

8
K
Observer
1 month ago

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