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.
**Legacy** Docusign eSignature for Salesforce - Salesforce permissions required for full access to the Docusign Admin tab
What Salesforce permissions are required to allow full access to the Docusign Admin tab in Docusign eSignature for Salesforce
Best Practices for connected user accounts in Docusign and Salesforce | (Legacy) eSignature for Salesforce
We will show you how to maintain consistent connectivity to Docusign
How to reconfigure Docusign eSignature for Salesforce after a Sandbox Refresh by deleting existing DocusignAccountConfigurations
After refreshing your Salesforce Sandbox Organization all Docusign eSignature for Salesforce Production data is synced. You will need to reestablish the connectio...
Video: How to Add Capacity to Your Account
Error: “You have uncommitted work pending. Please commit or rollback before calling out an Error response.” | Docusign Apps Launcher (DAL)
Users encounter error “You have uncommitted work pending. Please commit or rollback before calling out an Error response.” on the Docusign Setup page in salesforce.
How do I contact Docusign Customer Support?
Learn how to access Docusign Support.
Manage or cancel your Docusign plan (iPad, iPhone)
Learn how to upgrade, downgrade, or cancel your Docusign plan from the Docusign mobile app for iOS.
eSignature: My Documents Keep Purging Out of My Account
Learn what the cause is and what to do if documents are purging out of your Docusign account.
Docusign SSO: How to troubleshoot common issues
Learn how to troubleshoot common SSO issues in Docusign.
Docusign Insight: How to search for documents based on Import date
Within Insight, you may want to find contracts using an imported date. Use this article to learn how to query using the ImportedAt search query.
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 do I obtain my Salesforce Organization Id?
A Salesforce Admin can locate the Salesforce Organization under company information.
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...
DFS - Error: Insufficient Access to Object
This article will walk you through how to resolve the error "Insufficient Access to Object" in legacy Docusign eSignature for Salesforce.
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 ...
Manage Docusign email notification preferences
Follow these steps to learn how to manage your email notifications while logged into your Docusign Account.
Change your 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.
CLM.CM for Salesforce - How to Upgrade the Docusign CLM File It App
This article explains how to upgrade the SpringCM File It app.
How do I manage my Docusign contacts?
Read this article to learn how to add or remove a contact from your Docusign account.
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
How do I change maximum number of login attempts | Docusign Insight
Read this article to learn how to change the maximum number of login attempts for Docusign Insight.
Docusign CLM Admin: Rebuild Custom Buttons After a Salesforce Refresh
If you have refreshed a Docusign CLM-connected Salesforce environment, your Salesforce org may be pointing to the wrong Docusign CLM environment (UAT or Production.)
Docusign Group and Permission Management
In March 2025, Docusign will automatically update customers’ legacy groups to remove the group-based permissions and transition customers to profile-based permiss...
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