The account profile is where a lot of the main information for your account is stored. For example the account name, account address, admin custom message and custom help contact information. As a Docusign eSignature Administrator, you can access your account profile by going to the Admin tab > Account Profile. Let’s review each of these components:

• Account Name - This appears in notification emails to recipients and in your account drop-down menu. This is typically the name of your company or organization. To edit this, click “Edit”
• Account Address - This is used as your account's billing address and in the certificate of completion for your sent envelopes. This is typically the address for your company or organization’s headquarters.
• Admin Custom Message - With this, you can display a notice banner to all account users. You can also add an optional custom message that appears when the notice banner is clicked. This is helpful for important announcements you’d like to communicate to your users.
• Custom Help Contact Information - This allows you to add custom contact information to the Docusign help menu. This is useful for your end users - they will have an idea of who to reach out to internally for any Docusign questions that arise.

Looking to learn even more about Docusign eSignature Administration? Check out the below Docusign University trainings:

Additional Resources:

• Get Started with Docusign eSignature for Administrators Webinar
• Docusign Administration I: Configure Your Account (3h)*
• Docusign Administration II: Manage Users and Groups (3h)*
• Docusign Administration III: Advanced Configuration (3h)*
• Docusign Administration IV: Integrations and Analytics (3h)*

*Courses require subscription to Campus Pass

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