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Platform Services

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

360 Topics
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Is there any report that shows the 'Envelope ID' and the 'Completed Date'?

I'm planning to build a report to get the 'Completion Date' of envelopes into our CLM system. Does anyone know if there's any delivered report that deliver this? or, ability to write a custom report?Sorry if this is a basic question. My role is more on the project management side and just doing some research.Thanks,Richard

2
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Do I have the option as Admin to log in as someone else? I need to download his documents

Do I have the option as Admin to log in as someone else? I need to download his documents

7
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Is it possible to set a user with admin rights the means to have visibility of all users sent envelopes?

If you are an DocuSign Admin, can you set a permission/right to allow for visibility/management of all envelopes issued via a tenant? Its seems the admin must configure shared access to a users docusign account on a individual basis, is there another way to allow an admin to manage all? Otherwise we will constantly have to grant access to users account for the admin account.

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
What is the best way to ensure that I retain all my completed documents if I close my enterprise account?

What is the best way to ensure that I retain all my completed documents if I close my enterprise account?

3
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
I am a new user of Docusign - how include Certificate Audit Trail of signed document in the same pdf that was signed

I always get the summary report separately from the signed document - I would like to have the audit trails as a full integrated part of the signed document itself . how can I do this. I don''t see any feature (not in my preferences neither when downloading the signed document -- when downloading you have the option to combine pdf, but also this does not include the certificate audit trail Please help me

8
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Possibility of transferring the eSignature licence to another user

Hello,I have received inquiry from one of user if it is possible to use a DocuSign licence of User X for another one - User Y since the User X will be temporarily OOO and User Y will use DocuSign only for couple of weeks.I have not run into this situation before and I have asked them if they meant that account for User Y should be opened with same level of access as User X has, and then to share envelopes with User Y, given that I see that as a potential solution with desirable outcome.However, before proceeding with addressing this request I wanted to check if someone has a different possible solution or information?Thank you in advance,Irena

4
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Can users share envelopes or is it just Admins that can share users envelopes to other users ?

Can users share envelopes or is it just Admins that can share users envelopes to other users ?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
docusign retrieve link

hi, I used DocuSign Retrieve on my old laptop and I was provided a link for Docusign Retrieve so I could install it on my new laptop, but when I click on the link it tells me that the content does not exist or has been deleted or can't be previewed. The url starts with : 'docusign.my.salesforce.com', Who should I contact about this?Thanks!,Maggie

2
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
AD and Docusign integration

I need to do an integration between Azure Active directory and Docusign for user provisioning. I need that once a user is provisioned in AD, AD should directly provision user in Docusign. It is different from Just in time provisioning. Is there a documentation where that is explained ?

9
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
I have a xxxxxxx plan on my account and I added 2 more users on my account will I be billed?

I have a xxxxxxx plan on my account and I added 2 more users on my account will I be billed?

5
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Is there a way to export the Logs records in the Agreements Actions page

Is there a way to export the Logs records in the Agreements Actions page

3
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How do I add a date and time stamp to the signature on docusign? I tried to look for the icons that would allow for document formatting, but have had no luck. Been struggling with this for the past 20 minutes, and there no other resources.

How do I add a date and time stamp to the signature on docusign? I tried to look for the icons that would allow for document formatting, but have had no luck. Been struggling with this for the past 20 minutes, and there no other resources.

6
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
If an employee leaves the organisation, is there a way to assign/transfer ownership of their envelopes to someone else in the team?

If an employee leaves the organisation, is there a way to assign/transfer ownership of their envelopes to someone else in the team?

2
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Time Frame

Does DocuSign have the ability to put a time limit on how long a signer has to execute their signature on the contract docs? Example belowLesee (1st signee) - no time limit only the regular 90 daysWitness (2nd Signee) - needs to sign the document within 1 hour after Lesee signed.Employer (3rd Signee) - no time limit only the regular 90 days

2
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How can I add another user to DocuSign / Share the access, for sending documents for approval?

How can I add another user to DocuSign / Share the access, for sending documents for approval?

3
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Is it possible to close users in bulk? Currently, I can only close users one by one and it is a major hassle.

Every 6 months, I will do a clean-up and have to close users that have left the company. I have to close hundreds of users every round. So far I couldn't find any feature in DocuSign that lets me close users by bulk and I would have to search the users one by one before I could close them. This is a very tedious process. There is a feature on DocuSign that lets me update users' information by bulk but not close them. Do let me know if such a feature exists. If not, any chance that this feature can be implemented? I believe many users would greatly benefit from this addition.

5
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Envelope transfer from one account to another.

I want to which method will work for this situation.We have a user for example uzair.h@abc .com with an account and later the user Email ID has been changed to uzair.h@xyz.com So currently we want all the envelopes to be moved from uzair.h@abc.com (old account) to uzair.h@xyz.com (new account)I checked regarding this , i think we can do custody transfer for this, right?Or if we change the email id for the account uzair.h@abc.com (old account) and rename it to uzair.h@xyz.com (new account) without moving any envelopes. will that work? https://support.docusign.com/s/document-item?language=en_US&bundleId=jux1643235969954&topicId=sdb1578456444133.html&_LANG=enusMay I know which option suits here?

4
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How do I add users? I purchased 4 seats but can't find anywhere to assign users to seats.

How do I add users? I purchased 4 seats but can't find anywhere to assign users to seats.

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Me, as administrator, I see all envelopes I’ve sent for the signature . However, if the counterparty sends the envelope directly to the signatori I can not see the envelope. Is it possible to have a list with all envelopes signed by our company?

Me, as administrator, I see all envelopes I’ve sent for the signature . However, if the counterparty sends the envelope directly to the signatori I can not see the envelope. Is it possible to have a list with all envelopes signed by our company?

3
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
When I "re-send" a document, is this counted against our envelope totals?

When I "re-send" a document, is this counted against our envelope totals?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Can other admins see returned documents?

trying to figure out shared access. if nothing is shared with other admins/users in our company in Docusign, can other people see sent and returned forms?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
How do I add a new administrator to the account?

This is not the right forum but struggling to find any contact details.

3
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Maestro
I don't see an option to upload signature while signing a document. Only select style and draw options are visible. Earlier I used to upload signature image but now there is no such option. I didn't make any change to settings still I am facing this

Attached screenshot below for more reference.(Removed due to Personal Information)

7
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
As an Administrator, I am able to Close a User's account. Once this happens, how long is an individual retained within the system to allow "reactivation?" I searched the Admin Guide and found this Note: User profiles for closed users are not delet

So is the closed User Profile retained for the life of the DocuSign subscription?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Docusign Admin
Shared Access update

Are there any comms about why this has changed? My users think they're no longer able to view 'shared envelopes' but actually its how you view them thats changed and I haven't seen notes on why this change has been done. Links in other posts not working.

19
C
Docusign Employee
1 year ago

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