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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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

411 Topics

Community UserLegacy User

asked in Docusign App Center

What is Docusign App Center?

What is the purpose of the Docusign App Center?

181

5 months ago

Community UserLegacy User

asked in Docusign Navigator

How will Docusign Navigator increase oversight and security?

Disorganized agreement management leads to errors, potential client miscommunication and non-compliance. How can Docusign Navigator help with this issue?

5 months ago

Community UserLegacy User

asked in Docusign Navigator

How can Docusign Navigator help increase revenue?

Lack of access to agreement information can lead to missed renewal opportunities and keep you locked into agreements that are not cost-effective. How can Docusign Navigator help to resolve this issue?

5 months ago

Community UserLegacy User

asked in Docusign Navigator

How can Docusign Navigator help me save time?

Completed agreements are hard to find. Inefficient access to information takes time away from value-add employees and activities. How can Docusign Navigator help resolve this?

5 months ago

Community UserLegacy User

asked in Docusign Navigator

What are the core Docusign Navigator features?

What does Navigator do to enhance the agreement management process?

291

5 months ago

Community UserLegacy User

asked in Docusign Navigator

What is Docusign Navigator?

Docusign Navigator is a new service, please summarize the purpose and function of this new service.

301

5 months ago

Community UserLegacy User

asked in Docusign Maestro

How can Docusign Maestro help increase visibility?

The absence of an audit trail makes it challenging to track and verify actions during the agreement process leading to difficulties ensuring compliance and regulatory challenges. How does Maestro help with this issue?

471

5 months ago

Community UserLegacy User

asked in Docusign Maestro

How does Docusign Maestro increase productivity?

Poor product flexibility results in the inability to complete workflows, significant time and investment to create workarounds, and additional friction from third-party solutions. How does Maestro help with this issue?

141

5 months ago

Community UserLegacy User

asked in Docusign Maestro

What makes Docusign Maestro different?

How is Docusign Maestro different from other workflow automation tools?

221

5 months ago

Community UserLegacy User

asked in Docusign Maestro

What is Docusign Maestro?

What is Docusign Maestro and how does it work?

470

5 months ago

DonskyNewcomer

asked in Docusign Admin

DELEGATE PERMISSSIONS

How can I delegate someone to be able to access my documents when I am out of the office?It says I need an admin but we do not have one set up?

422

5 months ago

blloydNewcomer

asked in Docusign Admin

Document Retention - Purge - Notifications

Hello, I recently set up (under document retention) that all sent envelopes be purged after 30 days. After doing so, all my company’s employees and even customer’s recieved notice that envelopes they are associated with will be purged. How can I stop these notifications from happening system wide? Is there a way I can do so as the administrator for my company’s DocuSign account?Any feedback would be greatly appreciated! Many Thx.

943

5 months ago

RMHNewcomer

asked in Docusign Admin

Unsuspend my account

Is payment immediately processed when providing a new payment method for a suspended account so account can be immediately accessed?

1042

6 months ago

JerryKennedyNewcomer

asked in Docusign Admin

Shared access

why can’t my users see all envelopes under shared access? it seems only one envelope appears and nothing in history.

542

6 months ago

Justin JiangTroubleshooter

asked in Docusign App Center

Extend your Agreements with Partners Apps

In momentum, we discovered the new app store, what are some common apps people use beside Microsoft and google?

645

6 months ago

krichnmfNewcomer

asked in Docusign Admin

Bulk Downloading Form Data

I have over 80 documents from same template that i need to download the form data for (information provided by signee not just data on the envelope). It is currently only allowing me to download one at a time which is not ideal...any suggestions is helpful!

1202

6 months ago

Community UserLegacy User

asked in Docusign Maestro

I have set up a template for signature. However, when I try to save and close the template I keep being told I cannot save it as the template is not locked. And I cannot find anywhere that I would lock and unlock the template. Any advise?

81811

6 months ago

vaas070Newcomer

asked in Docusign Admin

Which plan is right for me

In my backend code I am calling Docusign’s APIs to create envelope using template and then send it to customers for their signature. I am confused as to which plan to choose from below.eSignature eSignature real estate Developer APIShould I use Developer API ? if i choose eSignature can I not use docusigns APIs in my code? Your help would be appreciated.

683

6 months ago

Community UserLegacy User

asked in Docusign Maestro

Can't Edit the content of my template after Save?

When I go to Edit my Template, the Edit option doesn't allow me to add additional fields or make any changes to the fields I already placed in the template. It only allows me to replace the doc or rename but not actually going back to the template and make the needed modification. Any idea what I'm doing wrong?

17412

6 months ago

Don OliverNewcomer

asked in Docusign Admin

Admin setting

Hello, I am an admin for Docusign for several years. We have a consultant on staff, and I thought about makeing him an Admin for just one account ( we have 5), can I restrict him to 1 account? ( for a variety of reasons).

471

6 months ago

Robin.DanahyNewcomer

asked in Docusign Admin

Outstanding Envelope Report

Is there a report out there that shows all the open/outstanding envelopes for specific users?

392

6 months ago

Jiahao GeNewcomer

asked in Docusign Admin

Unable to download invoice

Can’t download my invoice, Error displayed when clicking download.

464

6 months ago

LaurelineNewcomer

asked in Docusign Admin

Extra envelopes

Hi Everyone,Am I wrong or before it was possible to buy some extra envelopes without adding a new user ? Like buying 10 extra and add it to your own account ?Thanks for your help !Laureline

1085

6 months ago

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.

2328

6 months ago

Giulia CiprianoNewcomer

asked in Docusign Admin

Docusign Retrieve - additional user/license

Hi all,we are using DocuSign Retrive associated to a single user of a DocuSign Account (ID account: 541801025). We need to associate the Retrieve to an additional different user associated a different DocuSign Account (ID account: 576418719). The Organitazion of these two DS Accounts is the same.How can we manage this request?Many thanksRegards

1603

6 months ago

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