Administration
Classic DocuSign Experience Documentation Sunset - Feb 2018
If you want to find documentation on the Classic Experience, the Classic User Guide and Classic Admin Guide will continue to be available through June 30, 2018.
New DocuSign Experience Administrator Guide (PDF)
Information for DocuSign administrators to manage users and account settings. Topics include: Billing, Security, Branding, User Permissions, Reminders, Expiration...
DocuSign Organization Administration Guide (PDF)
Use Organization Admin to manage SSO (domains and identity providers), accounts, users, and third-party applications connected to your DocuSign organization.
Welcome to the New DocuSign Experience: Transition Portal for Administrators
This topic contains information to assist DocuSign administrators who are transitioning from the DocuSign Classic application to the New DocuSign Experience and m...
Upload Users: Add and Update Users in Bulk
Add users or update users in bulk by uploading a CSV with user data.
Manage Users - New DocuSign Experience
The Users view lets you manage the users on your account. You can add, edit, close, reset passwords, and modify sharing for your users. Keywords: add users; add a...
Signing Groups Administration - New DocuSign Experience
This topic provides information about adding, editing, copying, and deleting Signing Groups in the DocuSign Admin web application.
How do I update my email address in my DocuSign account?
If you've recently changed your email address, you can easily update it in your account. We will show you how.
Preferences - New DocuSign Experience
You can control many aspects of your account, from changing your email address and signature style, to managing your contacts list.
Document Visibility to Control Recipient Access - New DocuSign Experience
Control which files each recipient sees, when they sign, print, or download a document.
How do I change my signature or adopt a custom signature?
Learn how to configure the signatures in your account. You can add, edit and delete signatures in your account using these steps.
Sending Settings - New DocuSign Experience
The Sending Settings set the default behavior for documents sent from your account.
Signing Settings - New DocuSign Experience
The Signing Settings set the default signing behavior for documents sent from your account.
Benefits of delegated administrator permission sets
There may be times when limited administrative permissions are needed by specific users.
Configure Brands - New DocuSign Experience
Branding offers a way to customize the DocuSign experience for both senders and recipients. Manage the brands associated with your account. Define multiple signin...
Advanced Configuration for Brands
For a signing brand, there are additional advanced configuration options you can use to modify the signing experience: destination URLs, header and footer links, ...
What happens to a users data once the user is closed?
When closing a user, it will affect access to certain user data. Learn more about: Sharing Envelope, Templates, Custom Fields and Reporting
Envelope Sharing Between Account Users - New DocuSign Experience
Envelope sharing permits users on the same account to see and take action on shared envelopes. Sharing is enabled on an individual user basis. Envelope sharing ca...
Transfer Envelopes and Templates - New DocuSign Experience
As an administrator, you can manually transfer envelopes or templates between users. You can select individual items to transfer or use a csv file to transfer ite...
Permission Sets - New DocuSign Experience
Permission Sets are sets of permissions that can be applied to individual users, making it easier to manage permissions for a large number of users.
Groups - New DocuSign Experience
Groups are used to organize users into functional units for template sharing and other functions.
Reminders and Expirations - New DocuSign Experience
These settings are the default reminder and expiration behavior for all documents sent from your account. You can turn on reminders to send follow up emails to si...
Where is my latest billing and invoice information?
As an Admin, you can access,view or download invoices in your DocuSign account.
Account Audit Logs - New DocuSign Experience
The account audit log provides an easy way for administrators to see changes to their account settings, billing information, plan type, and users.
Managing Payment Gateways
Use DocuSign Admin to manage payment gateways for DocuSign Payments: connect your DocuSign account to a payment gateway account and manage the connection.
Legal Disclosure - New DocuSign Experience
The Legal Disclosure view lets you enable and manage the Electronic Record and Signature Consent Disclosure options for your account.
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