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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

10 days ago

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mike.meltonDocusign Employee

posted in Docusign Admin

Be a guest on Docusign's Meet an Admin series

Hello, everyone. I’m hosting a bi-monthly series, Meet an Admin, to help our admin team (product managers, designers, engineers, writers, etc.) get to know you better. Twice a month we invite a Docusign admin to a casual, half-hour interview and allow the Docusign Admin team to ask questions. I have a guest spot available for our session on Friday, Dec 20th, at noon ET. If you’re interested in participating as a guest on the Dec 20th session or a future session, please send me a message. Thanks!

140

17 days ago

jmorrisNewcomer

asked in Docusign Admin

Orgnization Admin - can't set default user account

I’m relatively new to Organization Admin, but can see already that I have employees who are both Account and Domain users. I’m trying to set one of them (Account) as default as suggested in the training, but that option does not appear for me in the “Actions” drop down menu.

162

17 days ago

Community UserLegacy User

asked in Docusign Admin

Unable to transfer envelopes

I need to transfer 22 envelopes from one user to another. I have selected all the reports, clicked transfer now, but the 'transfer' button is greyed out and I cannot search for any users and if I enter the full name or email then the transfer button is still greyed out.Is it to do with the envelopes containing password protected documents which some/all are? If it is, it would be useful for the system to flag this.If it's not that then how do I transfer the envelopes?I am an administrator and have transferred envelopes in bulk in the past with no problems.Many thanks

1633

18 days ago

Homestead Real EstateNewcomer

asked in Docusign Admin

Bulk Send

Why does it seem that I am unable to enable or even find the Bulk Send option in Sending Settings. We have a Business Pro account.

122

21 days ago

Community UserLegacy User

asked in Docusign Maestro

How do we close users freemium or trial accounts?

We have a number of users who have used their corporate email for freemium or trial accounts. We have turned on SSO but how can we go about closing these accounts (obviously after they remove any documents)? Can we contact DocuSign support to do this for us or is there another method?Thanks.

2724

24 days ago

B1r0Newcomer

asked in Docusign Admin

Can't contact support, can't fill the support form! Need to renew company's SSO certificate.

Is there a way to contact support for Europe?We are locked out of our corporate account because we let the SSO certificate expire.I am struggling to access the site to open a support call, and the form I am supposed to fill throws an error saying it doesn’t accept formatted strings !?!?!?

242

24 days ago

Outa HereNewcomer

asked in Data Verification

Signers

The Creator of my contract who is to sign, did not have a button for him to sign, and he has no signature on the document. Is the contract valid?

163

24 days ago

NickAllanNewcomer

asked in Docusign Admin

Setting Up JIT Provisiong with Azure AD

Hi all,We have successfully set up SSO between Azure AD and DocuSign, and have started work on implementing JITP.We have setup AAD Groups which we would like to use to dynamically assign users to different accounts within DocuSign e.g. Group Dep1 will have the user add to Dep1 account in DocuSign.We are thinking we could use extension attributes in the AAD group to send the SAML Assertions but have not had much luck.Hoping that someone has been able to successfully set theirs up in a similar way or can provide some insight to assist us in setting up these dynamic groups to map the accounts. Thank you

533

26 days ago

Per VeldtNewcomer

asked in Data Verification

Region/provience fail

HiI Can not make this working ?I have written different names, but nothing is working and I can not access next page.

162

29 days ago

howardofwalesNewcomer

asked in Docusign Admin

Negotiate that the number of envelopes not used can be carried forward for 3 months max. on a Personal membership

Negotiate that the number of envelopes can be brought forward for 3 months max in any 6 month period on a Personal membership

364

29 days ago

Kevin.BNewcomer

asked in Docusign Admin

After verifying Domain, what's the best way to move forward with unmanaged Users/Accounts

Hello,As the Docusign admin for my company, I recently verified our domain to prevent unmanaged signups with our company email. However, I still have 100+ existing users who have separate, individual accounts using our domain. What is the cleanest, most efficient way to invite all these unmanaged, domain users into our main company account? Not sure if it’s ideal to close their existing account and add them into the company account as their might by company data/envelopes in their existing account. Is there a way as an admin I can transfer the company-related envelopes to the company account beforehand? Ideally, I would want the users to have as little action items to do as possible. Some guidance would be helpful. Thank you!

304

1 month ago

sofian_solusignTroubleshooter

posted in Docusign Admin

How To Prefill a Docusign Envelope Before Sending (Web Form or PowerForm)

Hi! I just published a new YouTube video on prefilling documents in Docusign to eliminate repetitive data entry.You’ll discover two efficient ways to prefill forms: manually on Docusign or through powerful integrations. This saves time and ensures accuracy for every document sent! 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

230

1 month ago

Peach379Newcomer

asked in Docusign Admin

SAML Map Profile Info

Is there any way to map additional info for user profiles through SAML mapping? Job title, Company, Address, that kind of info. If I can pass the info from our IdP, is there a way for DocuSign to map and apply it to our user profiles?

1598

1 month ago

bulk send failNewcomer

asked in Docusign Admin

SMS delivery is not available for envelopes with bulk send recipients

Could you please let me know why SMS delivery is not available for envelopes with bulk send recipients? How can I send envelopes by email and SMS when use bulk send? It is not friendly at all. Please help!!!

194

1 month ago

JimMcLNewcomer

asked in Docusign Admin

Signed v Completed

Does anyone know if there has been any case law relating to when an electronic document creates an agreement? Is it when all parties have signed the document or is it when the document is Completed?

192

1 month ago

zaidfurmieNewcomer

asked in Docusign Admin

Good Day All.Please help with below.I'm in urgent need of a document from January/February 2023 I no longer have access to the email address (my previous employer) (work Email address) that it was sent to. I have tried using Docusign secure code to access the document with no success. I'm unsure also how to get in touch with a docusign employee to assist me. Any advice or assistance or if a docusign employee can contact me would be very helpful.

172

1 month ago

JaimieNewcomer

asked in Docusign Admin

Purchased more envelopes

I purchased envelopes because I went over the plan for the year but the additional envelopes that I purchased never showed up in my available envelopes. Still shows I am over my quota. I can’t find any help online and no phone number to call. Anyone know the answer?

123

1 month ago

SARNewcomer

asked in Docusign Admin

Wrong SSL Certificate configuration of docusign.net

Hey all,Our security solution marks emails from “eu.docusign.net” as phishing.The domain seems to belong to Docusign, and the email seems to be legit, but looking into why this is marked as spam, I saw that your SSL configuration for https://docusign.net/ is incorrect.I am not sure if this is the reason for the marking, but it would be good to rectify this in any case.The problem lies with the SAN configuration not having the plain docusign.net as domain name configured:This is what my firefox says:Websites prove their identity via certificates. Firefox does not trust this site because it uses a certificate that is not valid for docusign.net. The certificate is only valid for the following names: www.docusign.net, na1.docusign.net Error code: SSL_ERROR_BAD_CERT_DOMAINPlease check your configuration. If you could resolve this error, maybe it helps with your emails being marked as spam and blocked.

692

1 month ago

roxhoffNewcomer

asked in Docusign Admin

Signatory sees black box in their signature block

When one of several signatories tries to sign, he reports that the signature area is black. The document looks fine and no other signatory is reporting the same issue.Any ideas?

288

1 month ago

MeredithNewcomer

asked in Docusign Admin

Formatting of email to Review documents has changed

Hi,Recently the formatting of our emails has suddenly changed, when I receive an email to Review documents our logo is huge and the text is tiny. The link to Review Documents is really hard to see because it’s so small. Any tips on how to fix this? Not sure why it has suddenly changed.Thank you :)

192

1 month ago

mconquestNewcomer

asked in Docusign Admin

Enable fax delivery?

Do I need a Business or higher pricing Plan to be able to Enable fax delivery?

1 month ago

melVNewcomer

asked in Docusign Admin

Contact number for Support in Australia

Hi Docusign Community,There has been an ongoing issue with my account and I need to discuss this with someone. The 1800 255 982 number for support in Australia no longer works and my account wont allow me to ‘open a case’. Any help would be appreciated. Thanks

874

1 month ago

VinoNewcomer

asked in Docusign Admin

Move from One domain to another domain because of Company change

Hi TeamOur company was recently established as a spin-off from another organization. All of our DocuSign user email addresses currently use the @OldCompany.com domain, and we need to update them to @newcompany.com.We have not yet created an Organization or claimed the @OldCompany domain. Is it possible to use the Bulk User Edit option to update the email addresses? Additionally, we need to ensure that all documents sent from @OldCompany.com remain accessible under @newcompany.com.Could someone provide guidance on the steps we should take to achieve this?ThanksVino

202

1 month ago

CCMRObserver

asked in Docusign Admin

Does support ever handle open tickets????

I opened a billing ticket for being overbilled and cannot get anyone at docusign to update the ticket or call me as requested multiple times! Does their support even exist anymore? Do I have to cancel my account?

102

1 month ago

mike.meltonDocusign Employee

posted in Docusign Admin

Research opportunity for users of Docusign Monitor

Hello! I’m Mike a researcher at Docusign. We’d like to talk to you about how you use Docusign Monitor in your organizations–what kinds of alerts you have set up, how you respond to alerts, and about your experience with Docusign Monitor and other monitoring tools. We’ll be running 1 hour research sessions the month of November 2024. If you have recent experience with Docusign Monitor and would like more information about this study, please drop me a note: mike.melton@docusign.com.

1 month ago

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