Administration
Downgrade or close your Docusign account
Read this article to learn more about whether you should close or cancel your Docusign account, downgrade your account, or simply manage your Docusign account sub...
How do I update my email address in my Docusign account?
If you've recently changed your email address, you can update it in your account easily. Follow these steps to learn how.
How do I include a time stamp along with the date signed on document?
This article explains how to include a time stamp with the date signed on the document.
Where do I find my Docusign account number?
Read this article to learn how to locate your Docusign account number.
eSignature: Manage permission profiles
Learn about managing permission profiles as a Docusign account administrator.
What happens to a user's 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
Find your latest billing and invoice information
As a Docusign administrator, you can access, view, or download invoices in your Docusign account.
Error "Attempt to de-reference a null object" when accessing the Account tab within the Docusign Admin object - Docusign eSignature for Salesforce
Docusign eSignature for Salesforce Error "Attempt to de-reference a null object" when accessing the Account tab within the Docusign Admin object
**Legacy** Docusign eSignature for Salesforce - Docusign Envelope Configurations (7.0+)
In Docusign eSignature for Salesforce version 7.0 (and newer), custom buttons can now be made using the Docusign Envelope Configurations tab.
DFS and DAL: Migrate from Legacy eSignature for Salesforce to the new eSignature for Salesforce Package
Learn how to migrate from the legacy Docusign eSignature for Salesforce to the new Salesforce package.
How can I manually add my custom buttons to the Salesforce page layouts and Lightning record pages? | DAL
During the process of creating a Gen or eSignature template on the custom button page, an error is encountered when attempting to add the custom button to a page ...
Setup eOriginal vaulting as optional on envelopes with custom fields
Learn how to set up eOriginal for Docusign via several different methods as the account administrator.
Why aren’t my reminder settings being honored?
Discusses how Reminder and Expiration settings are handled, and how to troubleshoot unexpected behavior after updating these settings.
What is the difference between an Account Administrator, Organization Administrator, and a User? | eSignature
Docusing users can be divided into three groups: standard users, Account Administrators, and Organization Administrators. Read this article to learn more.
Docusign Navigator: Why can't I see Navigator in my account?
Read this article to learn reasons why Navigator may not appear in your Docusign account, and how to fix that.
Error: Cannot add email address to this account. The address is part of a reserved domain
Cause and solutions for the error "Cannot add email address to this account. The address is part of a reserved domain that does not permit account memberships out...
**Legacy** Docusign eSignature for Salesforce: Attach a completed Document to a different object from what it was sent from
This article explains how to set up Docusign and Salesforce settings to send from one object and attach the completed document to a different object. In this exam...
**Legacy** Docusign eSignature for Salesforce - Docusign Admin for Organization Management has no Custom Tags section
**Legacy** Docusign eSignature for Salesforce - Connect error The underlying connection was closed; An unexpected error occurred on a receive. 
**Legacy** DocuSign eSignature for Salesforce - How Do I Add Completed Documents to the Notes and Attachments
An example of how you would configure Connect to attach completed documents to the Notes and Attachments section of an Opportunity Salesforce object
Error: "account.docusign.com refused to connect" | Docusign for Salesforce
When attempting to utilize the Docusign for Salesforce integrations, your browser displays the error message "account.docusign.com refused to connect". This is us...
Video: Cancel your Docusign account and request a refund
Manage Docusign email notification preferences
Follow these steps to learn how to manage your email notifications while logged into your Docusign Account.
Why am I not receiving Recipient Viewed notifications?
Recipient Viewed notifications are a special case; learn the two settings that will disable them.
Error: Web service callout failed: WebService returned a SOAP Fault: REQUEST_LIMIT_EXCEEDED | Docusign Apps Launcher
When attempting to Connect the Docusign Apps Launcher for Salesforce managed package to Docusign, you receive the error: Web service callout failed: WebService re...
Docusign CLM.DS: Troubleshoot User Management in DAL
Troubleshooting suggestions for user management issues encountered in the Docusign Apps Launcher (CLM Files) Salesforce app.
How to disable location tracking during signing?
Learn how to disable Recipients from being prompted to allow their browser to share/track their location.
**Legacy** Docusign eSignature for Salesforce - How to write a date back to Salesforce
Allowing European formatted dates to write back to a Date field in Salesforce, in the proper Date format.
DFS Error: "Please verify that you have been granted access to Docusign"
DSFS 7.0.2 install causes errors among users when clicking on DS Admin Tab or Sending via DSFS
DAL error: “Failed to update one or more template recipients.”
When a user adds a recipient and assigns the role "Needs to View" at the Docusign envelope template level, they receive the following error message: “Failed to...
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