What's happening inside the Docusign Community | January edition
Have questions about Docusign Platform Services? You’re in the right place.
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Is there an option and how could i give a user permissions to administrate only a specific and single Signing Group. So he can add and remove users from it only?Best regardsAS
My organization uses DocuSign for Salesforce, and we're trying to track adoption, including from which system users more frequently generate/send envelopes. Is there any way to report on this in the DocuSign portal? I found this question, marked closed, but I didn't see any resolution: https://support.docusign.com/s/question/0D51W000069k6LoSAI/last-login-user-audit
A member of the team has left the business and I just want to replace them on docusign with the new starter. Do I have to add and pay for another seat or can I simply swap the name, details out for the new person as we’ve already paid the subscription? Sorry can’t seem to locate the best way to do this.
Can anyone guide me how to use Maestro - initiating a workflow for self service forms?
Can an instruction to the signer be made when a text box is to be completed by the signer? For example, if we need to instruct the signer to type in the city that they signed the document, can a message be provided next to where they are being asked to type in the information?
I'm partially retired and won't be using docusign much anymore, but I'd like to keep it. Does anyone know if there's a pay per use option?
I am getting below error while trying to SSO using SAML.“You have attempted to access a restricted URL. If you feel you have reached this page in error, please contact your internal system administrator . Transaction Id: 144e091c-e10f-4c9f-9ae5-d63d266b2a29”This errors seems to be happen randomly.
I am the administrator for our organization, and I have a user going on long term leave. Our policy indicates that the users account should be disabled while they are off, but I want to confirm if I use the “Close” account function, that the user will retain access to all of their envelopes when I reactivate their account. Can someone help me identify how long the user will have access to their data if their account is closed and reactivated?
How do I change the default email text and subject? Can it be tied to a template so that each form template has a different default subject/text that is customized?
How do I un-void a document?
When I try to send my envelope this message keeps on popping “You have exceeded your enveloped limit allowance” I then Bought an extra 10 envelopes but the message still shows when i try to send bulk emails
If I claim my company domain in my sandbox environment, will I still be able to claim the same domain later in my prod environment? I've received conflicting answers to this question. My DS experience level is low, but I’ve done many, many projects where I knew very little of the software at first.
We are in the process of consolidating our DS accounts under DS Admin. We have one for the legal team and one for QA that is 21 CFR part 11 compliant. I read that users who have a seat in multiple standard accounts can chose the account they want to work with after authentication succeeds, but does the fact that one account is 21CFR11 compliant prevent both choices from appearing? It would be difficult to test this by creating a test domain and the two different types of accounts so I’m hoping someone has this situation and can advise.
I created a powerform and am able to download the data from the forms. Currently I the only one that can pull this report. How do I share the powerforms so others can pull the report of data from the form?
Paid for the account after trial, won't allow me to send any envelopes, keeps making me upgrade the acct. Already paid and shows 0 days left in the trial.
The absence of actionable data poses a challenge for organizations trying to confirm the legitimacy of a potential security threat. Without this information, it becomes difficult to assess and verify the threat, hindering organization’s ability to make informed decisions about security measures. How will Docusign Monitor help with this issue?
How does the Docusign Monitor Dashboard help users track, analyze, and manage document workflows?
Which Docusign user roles or subscription plans include access to the Docusign Monitor feature?
As a Docusign admin, what key use cases should I be utilizing monitor for?
How does Docusign Monitor make Docusign stand out from other agreement solutions that don’t offer a monitoring solution?
Signers who need to redo agreements to correct previously inaccurate data have a subpar experience. How will Docusign Data Verificaiton help with this issue?
Business objectives (such as high conversion rates) are put at risk when the end-customer onboarding process stalls. This process stalls due to manual verification (time consuming) or if missing or incorrect data is entered, resulting in NIGO and requiring correction. How does Docusign Data Verification help with this issue?
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