Platform Services

HI, How do I get to modify my address on my latest invoice?I already made the modifications in the admin page but I need the new address to show on my last invoice sent this past month (yearly billing)Thank you 

Hello a person in chargeWe would like a receipt of on 24th of Aug for 1700yen.Now we stop using subscription then we cannot get the receipt.Could you send me the receiple by email or something?Thank you!

How do I download a SOC1 Type II.

How can I view how many envelopes we have used and how many are left available? 

I recently sent a document that has been viewed, but not signed by anyone. I had to make a correction and was able to replace the document. When I went to hit the final button saying “Correct”, a pop up said that I used all my envelopes (which I have). So, question is, am I able to correct/replace a document within an existing envelope (unsigned) without using or creating a new envelope?Thanks!

Due to our Email security all external Emails are tagged letting the user know it’s an external Email.  I would like to know if anyone has had success in somehow identifying Docusign Emails destined to internal users as an “internal” Email.  I’m trying to remove the security banner so my internal users don’t think Emails from Docusign are spam/phishing Emails, as seen in the red box in this screenshot.Docusign support has been less than helpful.  

I am using e-signature api  for allowing signing the document for different users, now if the users signs the document , all the mails of completion of signature , is coming to the email of account holder’s email.For example i have developer account with email  xyz@gmail.com, now I use its api key and other things in my app to accelerate the document signature process,on completion of envelope signature, i receive mail on  xyz@gmail.com , I want to redirect that mail.Is any solution available to achieve that?

No matter what I do, the option to change Document Visibility does not show up in Sending Settings. I’m not sure if this setting is only available for certain plans, but I have the Standard. I’ve done this from the Admin tab on the home page as well as the advanced document settings.

After sending off a document for DocuSign signatures I received the following message: smtp; 530 5. 1. 0 <dse_na3@docusign.net> sender rejected Is this an issue with the receiving party and/or their phone/computer settings for receiving the email?  I double checked the email address and it was correct.  Per DocuSign’s suggestions I even re-entered the recipient’s information, including email, as part of the “Correct” procedure in my DocuSign account.   Any suggestions for fixing this issue?FYI, I have successfully sent this recipient 10 to 15 docuSign emails over the past 6 months. 

How can we get the Senders name added to this report.  

HelloI need to find a way how to not add pdf copy of signed document into “complete” email attachment. And make it not global setting. I know there is a possibility to disable: Admin ->Signing and Sending ->  Envelope Delivery -> Attach documents to completion email, but it effects the whole account. I found something about “Allow account users to decide if they should send a link or attach a PDF” and then configure “Permission profile” → Deliver self-signed email notifications by “Link”. But it didn’t help.Does someone know how to disable attachments for specific user, group etc and do not affect the whole account?Thanks

I can access admin panel, but has no option to downgrade or cancel account. Bot is useless and I cannot open ticket. Is there a way to contact Docusign so they avoid charge back and claim for abusive recurring billing ?

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!

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.

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

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.

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.

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 !?!?!?   

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? 

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

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

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

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!

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

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!!!