Admin Release Notes

DocuSign Admin Release | November 10th, 2020

Features

Agreements Actions

Agreement Actions allows administrators to easily configure rules to automate common post-signature actions. Actions include the ability to automatically archive completed documents to a cloud storage provider, export data to Google Sheets, and start workflows in DocuSign CLM.

For more information, see the DocuSign Agreement Actions Guide.

Availability: Requires Business Pro or Enterprise Pro. Business Pro / Enterprise Pro plans with CLM can utilize the “Start Workflow” Agreement Action.

DocuSign Monitor

Monitor uses advanced analytics to track DocuSign web, mobile, and API account activity in near-real time to detect both internal and external threats around the clock. It looks for suspicious user activity, and alerts security teams so they can investigate and quickly respond to threats before they cause significant damage. Monitor can be a powerful tool to help customers understand what their users are doing, and provides detailed information to proactively address security incidents.

Availability: Requires Access Management with SSO and the Monitor Add-On. DocuSign Monitor is available as a separate add-on to eSignature plans.

DocuSign Monitor features:

  • Tracks 40+ events related to account activity in near real-time.
  • Pre-built, or customizable rules-based alerts
  • Robust investigation tools
    • Dashboard
    • Alert history
    • Alert details
  • Monitor API
    • Deliver telemetry data directly to existing Security Information and Event Management (SIEM) tools like Splunk, or data visualization software like Tableau or Power BI.
    • Customized dashboards and alerts.
  • Email notifications
    • Automatically notify DocuSign administrators when an alert is triggered.

Restrictions:

  • DocuSign Monitor is available:
    • Only in English. Support for other languages coming soon.
    • For U.S. and Canadian customers (until May, 2021).
  • DocuSign Monitor reports:
    • 40+ events
    • 6+ alerts

For the latest list of events and alerts, see the DocuSign Monitor User Guide.

Enhancements

  • When creating or editing an Identity Verification Configuration, eSignature administrators can now select or deselect all ID types for a country with a single checkbox.
  • In DocuSign Admin, Administrators can now view all features on the Overview page. This includes features which may not be enabled for the organization. Administrators can reach out to customer support to learn more about enabling these features.

Bug Fixes

  • eSignature Admin notification links are now formatted correctly and appear as intended.
  • In eSignature Admin, the Permission Profiles page now appears correctly for all users.
  • In eSignature Admin, when filtering envelope custom fields, the text is now localized for all supported languages.
  • In DocuSign Admin, when adding a new member to a CLM account with a CLM role, the CLM role is now assigned correctly.

 

DocuSign Admin Release | October 27th, 2020

Bug Fixes

  • eSignature Administrators can no longer create permission profiles with the same name as one of the three default profiles (DS Admin, DS Sender, DS Viewer).
  • Delegated eSignature administrators are no longer able to add or copy permission profiles - this is only allowed for full eSignature administrators.
  • In eSignature Admin, Internet Explorer users are now able to download permission profiles.

 

DocuSign Admin Release | October 13th, 2020

Enhancements

When adding a domain user in eSignature Admin, the default login policy displays as read-only. When updating a domain user, the assigned login policy (default or exception) also displays as read only. Login policies are now managed through DocuSign Admin - to update the default policy or change a user’s policy, review the domain settings or user record in DocuSign Admin.

New delegated eSignature Admin permission: Envelope transfer

  • eSignature Permission Profiles can now include this new permission
  • Permission profiles that include this permission must also include at least view-only permission for Users and Groups
  • Delegated administrators who are assigned a permission profile with this permission can:
    • Transfer envelope custody from one user in the account to another
    • Transfer template custody from user in the account to another
    • Add and manage envelope custody rules

 

DocuSign Admin Release | September 29th, 2020

Enhancements

New Reports Available for Organization Reporting

Organization Reporting allows DocuSign administrators to obtain insights into envelope usage within all their DocuSign e-signature accounts on a near real-time basis. DocuSign Administrators can now run additional reports for all the accounts within their organization.

New reports available:

  • Envelope Report
  • Envelope Recipient Report
  • Envelope Status Report
  • Envelope Velocity Report
  • Recipient Activity Report
  • User Activity Report
  • Group Activity Report
  • Account Activity Report


Availability:

  • Requires Organization Management SKU, Enterprise Pro, or Financial Services Pro
  • These reports will be made available over a period of the next few weeks. Contact your account team for more information.

For more information see Envelope Reports 

Bug Fixes

  • When creating or editing a custom Connect configuration in eSignature Admin, the link to HMAC reference material now directs users to the DocuSign Developer Center
  • The Add User button now appears correctly for Simplified Sending administrators in eSignature Admin
  • When editing a list-type custom field in eSignature Admin, leading zeros are no longer truncated - i.e. ‘001, 002, etc’
  • All available groups now appear correctly when adding or editing a user’s account membership in DocuSign Admin
  • Envelope transfer filters in DocuSign Admin now return more accurate results

 

DocuSign Admin Release | September 15th, 2020

Enhancements

  • When inviting a domain account to link to an organization in DocuSign Admin, the external account ID is now available in the account list.
  • The Permission Profiles page in eSignature has an improved layout and filter user interface.

Bug Fixes

  • When searching from the eSignature Admin Overview page, results now appear in the user’s preferred language.
  • The CFR Part 11 shield now appears on the Signing Settings page in eSignature Admin for the following settings:
    • Allow offline signing on a mobile device
    • Allow recipients to sign documents offline on a mobile device
  • Bulk reporting now appears correctly in DocuSign Admin if the organization has the feature enabled.
  • When a user is reactivated in DocuSign Admin, they are assigned the selected eSignature permission profile.
  • When inviting a domain account to link to an organization in DocuSign Admin, the list of eligible domain accounts appears correctly.

 

DocuSign Admin Release | August 18th, 2020

Enhancements

  • The left-hand navigation menu item for the eSignature Admin homepage has been renamed from “eSignature Admin” to “Overview,” and is now located above the Account category.
  • Administrators can enable account insights from the Overview page in DocuSign Admin.
    • This allows administrators to export usage data reports from accounts within their organization.
    • Availability: Requires Organization Management or Enterprise Pro
  • Updates to ID Verification in eSignature Admin:
    • Administrators can now set up Identity Verification Configurations that require envelope recipients to verify their identity only once before accessing the envelope. This is recommended when the Manual Review option is activated.
    • The user experience for Country, ID Type and ID Evidence selection within an ID Verification Configuration has been improved.
    • Availability: Requires Identity Verification add-on

Bug Fixes

  • Administrators can successfully save default email preferences for new users added to the account in eSignature Admin.
  • The Add User button in eSignature Admin is displayed for accounts where adding users is available.

 

DocuSign Admin Release | August 3rd, 2020

Enhancements

  • The left-hand navigation menu item for the eSignature Admin homepage has been changed from “Home” to “eSignature Admin.”

Bug Fixes

  • A bug which caused Connect configurations to show an incorrect setting has been resolved. Connect configurations were failing when going to services like eOriginal, or when used together with settings like "use SOAP interface." It is recommended that administrators review their configurations and either update or recreate them now that this fix is live.

 

DocuSign Admin Release | July 21st, 2020

Features

Device Verification - Disable by Domain

Soon, users logging into DocuSign from an unrecognized device will be asked to reverify their email before continuing. DocuSign administrators can disable this feature for their managed users on a domain basis from the Domains Page in DocuSign Admin.

  • This verification will only occur when logging in with a username and password, SSO users will not be asked to verify.
  • Though administrators can disable this feature starting this release, users on a managed domain will not be prompted for Device Verification until August 24th to allow Admins time to opt-out
  • Though we recommend keeping Device Verification in place for security reasons, this might need to be disabled if your users won’t be able to verify their email address each time they log in from a new device
  • Availability: Requires the Access Management Add-On or Enterprise Pro

Enhancements

  • The eNote Configuration in eSignature Admin (leveraging our eOriginal Integration) is transitioning from a user name and password linking process to a user name and API key process. Users will need to log into eSignature Admin, enter the eNote configuration section, and update their eNote configuration to utilize the eNote functionality with DocuSign.
  • Administrators can now view and remove closed and unlinked accounts from a Security Appliance Pool in DocuSign Admin.

Bug Fixes

  • In DocuSign Admin, the last CLM administrator on an account cannot be closed.
  • When transferring envelopes in DocuSign Admin, administrators can select from a list that contains all the linked accounts for which they have full eSignature administrator permission.

 

DocuSign Admin Release | July 10th, 2020

Enhancements

  • The global header link to eSignature Admin has been renamed from ‘Admin’ to ‘Settings’
 
Previous Global Header


New Global Header

  • The list of appliance pools is now sorted alphabetically by name in DocuSign Admin.

Bug Fixes

  • When using DocuSign Admin, users with custom lifetimes for their access tokens can now stay logged in as long as they have been active within the custom lifetime duration.
  • When granted administrator permissions in DocuSign Admin, all users are now able to accept.
  • Reminder and Expiration settings in eSignature Admin now save successfully.

 

DocuSign Admin Release | June 23rd, 2020

Features

eSignature Value Calculator

Administrators can now leverage industry and use case benchmarks to estimate current and future business value of eSignature.

  • Administrators can access benchmarks for cost savings, productivity savings, and revenue gains based on data collected from eSignature customers
  • Using benchmark data, administrators can estimate the potential value they can gain from eSignature based on their envelope usage
  • Availability: Standard plans and above

 

Bulk User Management for CLM Customers

CLM customers can now perform bulk actions for users in DocuSign Admin Center.

  • CLM customers that have not purchased the Organization Management Add-on and do not have the Enterprise Pro plan can now bulk add, update, and export users in bulk one linked account at a time. This can be accessed from the Users page.
  • Customers that have purchased the Organization Management Add-on or have the Enterprise Pro plan can use existing functionality to manage users in bulk for multiple linked accounts at a time. This includes managing CLM permissions when adding, updating, and exporting users in bulk.

Enhancements

  • The layout of the Users Page in DocuSign Admin Center has been improved for more clarity.
  • Administrators can now initiate bulk actions from the Users Page in DocuSign Admin Center
    • This includes the ability to export, add, update, and close users in bulk
    • Administrators can also access a log of user bulk actions taken where they can access the details and results of each action taken
    • Availability: Organization Management Add-on or Enterprise Pro
  • When viewing a user’s details in DocuSign Admin, an administrator can now view a user’s account membership status in the table view of the memberships tab

Bug Fixes

  • Support links from the header in eSignature Admin now link to localized pages based on the user’s selected language.

 

DocuSign Admin Release | June 8th, 2020

Enhancements

  • Improved the granularity and usability of delegated administrator permission profiles in eSignature Admin
    • Updated the add and edit permission profile user experience to provide clarity when creating full or delegated administrator permission profiles.
    • Added a View-only permission for Users and Groups. Users with this permission can view and export the user list, view user details, view groups, and view permission profiles.
    • Delegated administrators no longer require edit access to users, groups, and administrators in order to manage envelope sharing settings. Instead, they require view-only access to users and groups.
    • The above changes will not impact existing permission profiles automatically. Administrators can edit existing permission profiles to apply changes.
  • In DocuSign Admin, added a diagnostic health check for Display Appliances in Display Appliance Pools.
  • Administrators of DocuSign’s Validator for Life Sciences will now be able to see a list of past Validation Reports that have been sent to the subscribing account. This will be found in eSignature Admin in the same location where Administrators can manage Validation Report recipients.

Bug Fixes

  • Legacy permission ‘Allow receipt of transferred envelopes’ no longer appears when creating a permission profile in eSignature Admin. This permission was deprecated as a part of the transition to the new DocuSign experience and this bug fix does not impact any existing or new permission profiles.
  • When adding a new user membership in DocuSign Admin, the option to autoactivate the membership only appears if the user’s email domain is reserved and verified and the domain is set to require that all users authenticate with the identity provider.

 

DocuSign Admin Release | May 19th, 2020

Features

New administration options for ID Evidence in the ID Verification menu in eSignature Admin:

  • Administrators can select to store optional data extracted from a user’s ID, passport, or eID after identity verification. This data is attached to the envelope and will be deleted if an envelope is purged.
  • Administrators can also maintain the default configuration where no additional personal information is stored after identity verification.
  • ID Evidence data is stored on the same site as the DocuSign account. For example, European accounts have their data stored in Europe.
  • Only senders can access ID Evidence data of their envelopes.
  • Availability: Requires the DocuSign Identify Add-On; Now available in Production

Enhancements

  • New Sending Setting in eSignature Admin: Allow senders to add recipients from this account's User Directory
    • This setting is unchecked (disabled) by default.
    • When checked, senders on the account will be able to access and search the User Directory found within their Address Book during sending. The User Directory contains a list of active DocuSign users that are members of the sender's DocuSign account.
    • Availability: Demo only. Available to Commercial and Enterprise customers.
  • Enhancements for Appliance Pools in DocuSign Admin:
    • Added ability to delete the last appliance in a pool for Display Appliance Pools.
    • Accounts linked to a Display Appliance Pool are now listed in Alphabetical order.
    • Added option to Edit a Security Appliance Pool to use DocuSign’s internal keys to encrypt future envelopes while maintaining access to existing envelopes.

Bug Fixes

  • Administrators can now save Signing Settings after modifying only the Supplemental Documents settings.
  • When inviting an external account to link to an organization, the account list no longer includes closed accounts.

 

DocuSign Admin Release | May 7th, 2020

Features

Administrators can now enable the organization level features available to them in DocuSign Admin

  • Administrators can learn about existing and new solutions and features in DocuSign Admin and view related technical documentation.
  • Administrators can enable or disable features available to the organization.
  • Administrators can also learn about additional paid features that are not included in their current plan.

Enhancements

  • Administrators can now set a stamp’s height in eSignature Admin.
  • Improved user experience in the API and Keys page in eSignature Admin for selecting a production account and submitting an integration key for go-live review.

Bug Fixes

  • In DocuSign Admin, the domain setting text for auto-activating user memberships has been updated to include additional details.
  • When inviting an external account to link to an organization, the account list no longer includes closed accounts.
  • Breadcrumbs in DocuSign Admin and eSignature Admin now display the correct page title.

 

DocuSign Admin Release | April 21st, 2020

Features

Third-Party Login for Identity Providers

Users from outside your claimed domain can now be enabled to login to DocuSign via your Identity Provider.

  • The users must be on an unclaimed domain, for instance from a free email provider.
  • To enable this feature, select “Third-Party Login” in your Identity Provider Settings in DocuSign Admin.
  • For more information and detailed setup instructions, see the Third-Party Login section in the SSO Configuration Guide.
  • Availability: Requires Enterprise Pro or the Access Management Add-On

Enhancements

  • Updated the breadcrumbs in DocuSign Admin to only display on pages that are second-level and below.
  • Improved the user experience of editing an ID Verification configuration in eSignature Admin by rearranging the sections to streamline the process.

Bug Fixes

  • Stamp group names can now contain ampersands in eSignature Admin.
  • Administrators of organizations with accounts on multiple sites can now download an envelope volume report for accounts on each site (NA1 / NA2 / EU / etc.) in DocuSign Admin.

 

DocuSign Admin Release | April 7th, 2020

Features

CLM Bulk User Management

Administrators can now manage CLM users in bulk in DocuSign Admin.

  • When adding or updating users for a CLM account in bulk, administrators can use the EnableCLM column to give users access to CLM.
  • They will also use the CLMPermissionProfile column to assign a CLM permission profile to the user.
  • The Users and Memberships user list export now includes the EnableCLM and CLMPermissionProfile columns if any linked account has CLM.
  • The sample files for Bulk Add and Bulk Update have been updated to reflect this change.
  • Availability: Requires Enterprise Pro or the Organization Management Add-On

Downgrade to Paid

Web customers can now downgrade eSignature Web Plans to lower tiered paid plans.

  • The Billing and Usage page has been changed to Plan and Billing.
  • Administrators can downgrade eSignature Web Plans to lower tiered paid plans from the Plan and Billing page in eSignature Admin.
  • The downgrade will occur at the end of the renewal term without proration.
  • Administrators of accounts with eSignature Web Plans can alternatively cancel their account or downgrade to a free account from the Plan and Billing page.
  • DocuSign will notify administrators of their request status via email.
  • Availability: Paid Web Customers. Currently only available in the US.

Enhancements

  • When bulk adding or updating users in DocuSign Admin, an eSignature permission profile can be assigned or modified using either the new eSignPermissionProfile or the legacy PermissionSet column header.
    • When adding permissions for CLM accounts, it is recommended to use the new eSignPermissionProfile column header to help distinguish between the permission profiles in each application.
    • The sample files for Bulk Add and Bulk Update in eSignature Admin and DocuSign Admin have been updated to reflect this change.
    • Availability: Requires Enterprise Pro or the Organization Management Add-On
  • New administration options for ID Evidence in the ID Verification menu in eSignature Admin:
    • Administrators can select to store optional data extracted from a user’s ID, passport, or eID after identity verification. This data is attached to the envelope and will be deleted if an envelope is purged.
    • Administrators can also maintain the default configuration where no additional personal information is stored after identity verification.
    • ID Evidence data is stored on the same site as the DocuSign account. For example, European accounts have their data stored in Europe.
    • Only senders can access ID Evidence data of their envelopes.
    • Availability: Requires the DocuSign Identify Add-On; ID Evidence is available in Demo only (Targeting late April for production)
  • The header that displays in eSignature Admin now has the same navigation elements as the header in the eSignature sending experience.
  • Enhancements to the APIs and Keys page in eSignature Admin
    • Updated user experience for selecting and logging into a production account.
    • Updated instructions in the “Review Results” modal for consistency.
    • Enabled “Download Logs” button even if the call count is less than 20.
    • Added a confirmation message for Go-Live process success.

Bug Fixes

  • When selecting a time and date, the Volgograd and Casablanca time zones now appear correctly.

 

DocuSign Admin Release | March 31st, 2020

Enhancements

  • Enhancements to the APIs and Keys page in eSignature Admin:
    • Improved terminology for the Go-Live process for connected apps.
    • Added the Account’s Base URI.
    • Improved instructions for the API Transactions review.
  • DocuSign Admin now only displays the organization name in the left-hand menu. The organization name is no longer displayed on DocuSign Admin Home.
  • eSignature Admin now only displays the account name in the left-hand menu. The account name is no longer displayed on eSignature Admin Home.

Bug Fixes

  • Simplified Sending accounts can now select ‘Enable template upload’ in the sending settings.
  • When an administrator’s language is set to Japanese, the selections for ‘date signed’ are formatted correctly on the Signing Settings page in eSignature Admin.
  • Clarified the error message that displays when an administrator attempts to upload a brand that already exists in the account in eSignature Admin.

 

DocuSign Admin Release | March 17th, 2020

Enhancements

  • Administrators can now customize the sending brand logo applied to emails generated by the DocuSign eSignature sending experience. This is managed from the Branding page in eSignature Admin.
  • An administrator can now remove an account from a Display Appliance Pool in DocuSign Admin. Any envelopes that were created on that account with the pool will become unavailable.
  • The “Enable witness signing” setting was moved from the Signing Settings page to the Sending Settings page in eSignature Admin.

Bug Fixes

  • Administrators are now required to provide values when creating required list Envelope Custom Fields.
  • Document Custom Fields with the type “Stamp” now save correctly.

 

DocuSign Admin Release | February 28th, 2020

Features

  • Beta Feature Access Requests
    • As eSignature beta features become available, administrators can request access to them from eSignature Admin. As CLM and DocuSign Admin features become available they can be requested from DocuSign Admin.
    • Administrators will be able to request beta features that are available for their account’s plan type.
    • After a request is submitted, DocuSign will review it and grant access to eligible accounts or organizations.
    • DocuSign will notify administrators of their request status via email.
    • Availability: Commercial and Enterprise customers.

Enhancements

  • New Sending Setting in eSignature Admin: Enable envelope copy with field data
    • Default: Unchecked
    • Behavior: When checked, senders have the option to create a copy of an envelope that retains any information entered. Previously, data entered into fields would have to be reentered after copying.
    • Availability: All plans
  • New administration options on the ID Verification menu in eSignature Admin are now available on Production accounts:
    • Administrators can restrict which ID methods (Passport, Photo ID, eID or Smart-card) they will accept per country.
    • Administrators can restrict recipients from uploading a picture of the ID from their desktop and require that they use the mobile experience.
    • Administrators can allow recipients to skip ID Verification if they have already completed their role in signing order for the document.
    • Administrators can copy their unique ID verification code (for API users).

Bug Fixes

  • Account ID now displays correctly within DocuSign eSignature Admin.
  • Document Custom Fields with the type “Stamp” now save correctly.

 

DocuSign Admin Release | February 18th, 2020

Enhancements

  • Organization Admin (Org Admin) has been renamed to DocuSign Admin. This is a name / terminology change only and does not change any functionality, entitlements, or feature access. Each of the products in the Agreement Cloud will continue to have product-specific admin experiences such as eSignature Admin and CLM Admin.

    The names for DocuSign Admin permission profiles have changed as follows:

    • Org Admin > DocuSign Administrator
    • Org Users Admin > Users Administrator
    • Org Accounts Admin > Settings Administrator
  • Enhancements for the Appliance Pools pages in DocuSign Admin:
    • Updated terminology from Link Account to Add Account for Security Appliances.
    • Updated the Client Certificate for 2020 for Security Appliances.
    • Added a scroll bar in the Link Accounts modal box in the Display Appliance page.
    • Proxy URL text box was removed from the Display Appliance page since it is no longer needed.
  • New administration options on ID Verification menu on Demo:
    • Administrators can restrict which ID methods (Passport, Photo ID, eID or Smart-card) they will accept per country.
    • Administrators can restrict recipients from uploading a picture of the ID from their desktop and require that they use the mobile experience.
    • Administrators can allow recipients to skip ID Verification if they have already completed their role in signing order for the document.
    • Administrators can copy their unique ID verification code (for API users).

Bug Fixes

  • Closed accounts no longer appear in the account selection list when adding a new membership to a user.
  • When a double-byte space is used in a user’s Full Name, it will now separate first and last name.

 

DocuSign Admin Release | January 21st, 2020

Features

New Sending Settings check boxes are available in eSignature Admin (see documentation).

  • Require a template for all envelopes sent from this account
    • Availability: All accounts except Simplified Sending Accounts
    • Default: Unchecked
    • Behavior: If checked, the “Send an Envelope” button is hidden in eSignature.
  • Prevent users from forwarding completed envelopes
    • Availability: All accounts
    • Default: Unchecked
    • Behavior: If checked, the “Forward” option for completed envelopes is hidden in eSignature.
  • Enable template upload
    • Only Simplified Sending Accounts
    • Default: Unchecked
    • Behavior: If checked, senders can upload templates in Simplified Sending.
  • Allow senders to require signers to upload a new image to sign or initial
    • Availability: All accounts
    • Default: Unchecked
    • Behavior: If checked, senders can require that signers upload a new image to sign or initial for the envelope regardless of whether the signer has a saved signature.

New Security Setting is available in eSignature Admin (see documentation).

  • Hide access code in the routing order
    • Availability: All accounts
    • Default: Unchecked
    • Behavior: If checked, the access code will only be visible to the sender and the intended recipient. All other roles in the routing order will be unable to view the access code.

Bug Fixes

  • Links for Admin Release notes in eSignature Admin Home now point to the correct localized pages.
  • Org Administrators can edit details for external domain users.
  • Accessibility Improvements
    • The Identity Providers, Accounts, and Users pages in Org Admin now have updated input labels.
    • The Home page and Identity Providers page in Org Admin and the Home page in eSignature Admin can now be navigated via keyboard.
    • The Admin Notifications on the eSignature Admin home page can now be navigated via keyboard.

 

DocuSign Admin Release | January 7th, 2020

Features

  • Account Site ID is now displayed on the Billing and Usage page in eSignature Admin.

Bug Fixes

  • Fixed bugs in the Org Admin User Details page:
    • All external domain user profile details are now visible and editable by Org Admins and Org User Admins.
    • Selecting ‘Add a membership’ from the Actions drop-down now lands on the memberships page.
    • Duplicate federated ids no longer appear in the Identity Providers tab of the User Details page.
  • The Organization Overview page is now accessible from the side bar menu in Org Admin.
  • Links in the Users, Identity Providers, and Bulk Actions pages in Org Admin are now accessible by keyboard.
  • Closing an Org Administrator's account membership no longer removes their Org Admin permissions.
  • Admin Notification links for Release Notes now direct to localized pages.
  • When an admin tries to add a user to an account has reached its maximum number of users, the admin is notified that the user cannot be added.

 

DocuSign Admin Release | December 9th, 2019

Features

Bulk Close External Accounts

Org Administrators can now quickly and efficiently bulk close employee memberships to free or freemium accounts that are not linked to the organization. This ensures agreements are only created from company-managed accounts.

  • This is available on the Bulk Actions page in Org Admin
  • Bulk Close actions are logged on the Bulk Actions Activities Tab
  • This feature requires the Org Admin permission profile

Enhancements

  • If an account is linked to an organization, the organization name and ID is now displayed on the Account Profile page in eSignature Admin.
  • For Org Administrators, the “Go to Admin” menu item in the eSignature application now directs users to the eSignature Admin home page for the account.

Bug Fixes

  • The Data Feed page in Org Admin has been temporarily disabled due to performance issues.
    Note: Existing Data Feed configurations will not be impacted, though the configuration page will no longer be visible.
  • When performing a bulk update of users in Org Admin, the user login policy is saved correctly.
  • Closing an Org Administrator's account membership no longer removes their Org Admin permissions.
  • An Org Administrator can set the auto-activate option for an individual account membership.
  • Fixed bugs in the Org Admin User Details page:
    • A user’s details page in Org Admin now displays the User ID.
    • If a user has multiple User IDs, each is now displayed along with any associated account memberships.
    • Org Administrators are now able to close individual User IDs when a user has multiple.
    • Claimed domains that are pending validation no longer appear when updating a user’s email address.
  • When adding an account membership for a new or existing user, the list of accounts is now alphabetized in Org Admin.
  • The Bulk Actions Activity Log displays the correct information in the Summary column for Bulk User Update actions.

 

DocuSign Admin Release | November 6th, 2019

Features

New Navigation Experience

Org Admins and eSign admins can now navigate more easily between Org Admin and the eSign accounts they administer. Org admins can also quickly find the areas they need in their organization with a new navigation menu.

  • Org admins and eSign admins can use the Admin Switcher to navigate between Admins.
  • Org Admin now has a side menu for navigating between pages on Org Admin.
  • Both eSign Admin and Org Admin have a new header. In eSign Admin, admins are able to navigate directly to DocuSign eSignature.
  • Org Admin Home has updated tile icons.
  • The mobile navigation experience in eSign Admin and Org Admin has been updated.

Enhancements

Improved User Management experience in Organization Admin

The User Management experience in Organization Admin is updated and easier to use.

  • Admins no longer need to enter a user’s profile information for each account membership. Instead, admins enter the profile information once, and it is saved to all of the user’s account memberships.
  • Admins are presented with a final review screen before adding a user so that they can ensure the user’s information is correct.
  • When viewing a user’s details, an org admin can perform actions such as Make Org Admin, Add Account Membership, or Close User using the new Actions menu.

Update Create Org button

eSign Admins can now create an organization from the eSign Admin homepage.

Bug Fixes

Fixed bugs in the APIs and Keys page in eSign Admin

  • Updated the “Review” button text to be “Start Go-Live Review” or “Resubmit Go-Live Review”
  • Fixed the hyperlink navigation for Review Results.

 

DocuSign Admin Release | October 22nd, 2019

Enhancements

Terminology updates in Admin and Org Admin

  • Permission Sets’ was updated to ‘Permission Profiles’
  • ‘Delegated Admin Permissions’ was updated to ‘Delegated Permissions’
  • Organization Permission Profiles were updated to the following:
    • ‘Organization’ > Org Admin
    • ‘User’ > Org Users Admin
    • ‘Account Settings’ > Org Accounts Admin
 

New ID Verification Setting: Allow recipients to skip the identification process when their role is completed.

  • With this new setting, Admins can require or disable the need for repeating the identification process once a recipient's role is completed.

Bug Fixes

  • The Custom Help Contact form now accepts non-US phone number formats.

 

DocuSign Admin Release | October 7th, 2019

New Features

Admin Capabilities for DocuSign ID Verification

Admins with DocuSign Identify enabled can now create and manage Identity Verification configurations. These configurations are used by Senders to verify the identity of recipients. For each configuration Admins can restrict the list of countries that IDs will be accepted from as well as set the number of retry attempts that will be permitted before the envelope is locked.

For accounts with ID Verification and EU Advanced Signature, admins can also change the signature type applied in the recipient flow.

Custom Help Contact

Admins can provide guidance and contact information that is displayed to end-users when they select the help button in their DocuSign eSignature Account. This can be configured in the Account Profile page by full admins.

Bug Fixes

  • Fixed a bug that caused sending fonts to not save properly in Admin.

 

DocuSign Admin Release | September 17th, 2019

New Features

Custom Help Contact (Currently available in Demo environment only)

Admins can provide guidance and contact information that is displayed to end-users when they select the help button in their DocuSign eSignature Account. This can be configured in the Account Profile page by full admins.

Enhancements

  • Applications are now called Connected Apps within Organization Admin to match the profile site.

Bug Fixes

  • Fixed a bug that caused some admins with Users and Groups delegated permissions to lose access to the Permission Sets page in Admin.

 

DocuSign Admin Release | August 20th, 2019

New Features

Data Feeds

You can now configure data feeds using Organization Admin. This will allow to you quickly set up your integration key. Once added and configured by your development team, your organization will start retrieving data from all of your accounts. This data can be stored in your data warehouse and used as needed.

Enable Conditional Routing Setting

Admins can enable and disable conditional routing from the Sending Settings page. Conditional routing lets you route an envelope to different people based on envelope data. This eliminates the need to manually correct the envelope midway or to use separate templates with slight variations in routing.

Bug Fixes

  • Fixed a bug that allowed an Organization Admin to assign themselves an admin permission set when reactivating a closed account membership.

 

DocuSign Admin Release | August 6th, 2019

New Features

Organization Admins Can Invite Accounts to Link to the Organization

Organization admins can now invite external domain accounts to link with the organization via email. An external domain account is an account that is not linked to the organization and has at least one member with an email address on the organization's claimed domain.

Benefits to the Organization:
  • Maintains separation and segregation of account management. Before, an Org Admin needed to gain admin rights to an account before linking it to the organization. Now, the Org Admin does not need to be an admin on the account to invite it to link to the organization.
  • Improves the SSO roll-out process by ensuring domain users maintain access to their accounts.

Feature Details:
  • The external domain account admin(s) will receive an invitation to link via email. If the account has multiple full admins, the first five admins on the account based on permission grant date will receive the invitation.
  • Any of these admins can accept or decline the invitation. If the admin declines, they must provide a reason.
  • All actions are audited, including sending, accepting, declining, and canceling an invitation.
  • An invitation to link to the organization can be sent to any external domain account that is not already linked to an Organization.

Enhancements

  • Organization Admins can now close Free or Freemium external domain account memberships regardless of whether the account is the user's default account. Previously, Organization Admins could only close such a membership if it was not the user's default account.
  • When an admin reactivates a user's closed membership in Organization Admin, the admin now stays on the user's account memberships page. Previously, the Admin was directed to the Users section of Organization Admin.

 

DocuSign Admin Release | July 17th, 2019

New Features

Organization Admins Can Bulk Update Domain User Email Addresses

Organization admins can now bulk update domain user email addresses using bulk actions. This will save org admins time and effort by replacing manual, repetitive actions.

  • Admins will use the existing bulk users update workflow to bulk update user email addresses.
  • The sample CSV has been updated to include an 'UpdatedUserEmail' column which can be used to modify existing domain user email addresses.
  • Bulk Update User Email can only be used on users who currently have an email address that uses the organization’s claimed domain.
  • The updated email address must use the organization’s claimed domain.
  • Availability: Organization Management or Enterprise Pro - Requires Bulk Import Users Entitlement
  • Admins can now view and copy their User ID from the API and Integrations page.

 

Bug Fixes

  • Issues with localization on Admin Home have been resolved.
  • Fixed the direct link to the Billing and Usage Admin page.


DocuSign Admin Release | June 18th, 2019

New Features

New Admin Notification Type: Core Releases

Admins are now notified of Core Releases through Admin Notifications on the new Admin Home page. This will help admins stay up to date on the newest DocuSign features and bug fixes, and will provide a link to the latest release notes.

Organization Admins Cannot Grant Themselves Account Admin Privileges

Organization admins can no longer grant themselves administrative permissions on accounts for which they were not already an administrator. They must instead be granted admin capabilities by an existing admin on the account.

Remove DocuSign Classic Permission Sets from the Everyone Group

Admins can now remove permission sets from the Everyone group. Assigning permission sets to groups was available in the Classic DocuSign Experience, but not supported in this version of Admin. Once permission sets are removed from the Everyone Group, admins can assign user permission sets individually.

Default Font Settings

Admins can now set a default font for the account, including Font, Size, and Color for the account (not Bold, Italic or Underlined). The setting is located in Sending Settings at the top of the Fields and Properties.

Bug Fixes

  • Fixed the bug that occasionally prevented custom fields configured to Writeback to Salesforce from saving properly. ADMIN-7109
 

DocuSign Admin Release | June 4th, 2019

New Features

New Admin Notification Types

  • Connect Failures: Admins are now notified of Connect failures in real-time through Admin Notifications on the new Admin Home page. This will help admins address issues more quickly. 
  • One Admin on the Account: Admins are now notified if there is only one full admin on the account through Admin Notifications on the new Admin Home page. DocuSign recommends that every account have at least two full admins to mitigate risk. This notification can be disabled using the Security Setting “Notify me if this account only has one administrator.” The notification will only appear for paid accounts with two or more members. 

Hash-Based Message Authentication (HMAC) for Custom Connect Configurations
  • Admins now have the ability to validate custom connect configurations using hash-based message authentication codes (HMAC). HMAC can be used in conjunction with other security protocols like Mutual TLS for additional levels of security and payload integrity.


DocuSign Admin Release | May 21st, 2019

New Features

Admin Home and Admin Notifications

Admin Home is the new landing page for Admin, and it enables admins to quickly find what they need and stay up to date.

  • Admin Home allows admins to search for users, account settings, and use quick links to quickly find what they need. 
  • Admin Notifications provide just-in-time communications on important account health information, product release notifications, and DocuSign news and events.
  • Delegated admins will only see content that is accessible based on their delegated permission set.
  • Availability: All plans


Bulk Actions -  Account Settings Import

Organization admins can now quickly update account settings for multiple accounts using the Bulk Action - Account Settings Import.

  • Easily replicate another account’s settings by using Bulk Export and then Bulk Import.
  • Admins can also replicate a demo account’s settings on production by using Bulk Export in demo and Bulk Import in production.
  • A delegated org admin must have the Account Settings permission to access this feature.
  • Availability: Organization Management and Enterprise Pro plans


Compare Account Settings

Organization admins can more easily monitor and maintain their linked accounts by viewing and comparing all account settings in a single table.

  • When an admin compares settings between two accounts, the values that are different are highlighted
  • Admins can search settings by category and settings, as well as filter to show only matching values or only differing values
  • A delegated org admin must have the Account Settings permission to access this feature.
  • Availability: Organization Management and Enterprise Pro plans
 

Read-Only User Details

Admins with the Users and Groups permission can view pending and closed user details. Delegated Admins with the Users and Groups permission and without the Administrators permission can view the details of Admin users. Availability: All plans

 

DocuSign Admin Release | May 7th, 2019

New Features

Improved user experience of API and Keys page

The updated page will help guide developers to identify the desired OAuth method and associated parameters as they configure their Integration Key.

Custom Envelope Fields Auditing

Changes to Custom Envelope Fields are now captured in audit logs. This includes:
  • New, edited, and deleted Document Custom Fields
  • New, edited, and deleted Envelope Custom Fields

Bug Fixes

  • API and Keys page - Apps with a status of 'Review Passed' or 'Review Failed' for over 90 days are now marked as 'Review Expired' and must be resubmitted. 


DocuSign Admin Release | April 23rd, 2019

Bug Fixes

  • Improved the accuracy of the color contrast calculation in the Branding theme menu. (ADMIN-6688)