Administration

DocuSign eSignature Admin 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.
Signing Groups Administration - DocuSign eSignature Admin Guide
This topic provides information about adding, editing, copying, and deleting Signing Groups in the DocuSign Admin web application.
Preferences - DocuSign eSignature User Guide
You can control many aspects of your account, from changing your email address and signature style, to managing your contacts list.
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.
Sending Settings - DocuSign eSignature Admin Guide
The Sending Settings set the default behavior for documents sent from your account.
Signing Settings - DocuSign eSignature Admin Guide
The Signing Settings set the default signing behavior for documents sent from your account.
Benefits of Delegated Permissions
There may be times when limited administrative permissions are needed by specific users.
Configure Brands - DocuSign eSignature Admin Guide
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 - DocuSign eSignature Admin Guide
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
Transfer Envelopes and Templates - DocuSign eSignature Admin Guide
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 Profiles - DocuSign eSignature Admin Guide
Permission Profiles are sets of permissions that can be applied to individual users, making it easier to manage permissions for a large number of users.
Groups - DocuSign eSignature Admin Guide
Groups are used to organize users into functional units for template sharing and other functions.
Reminders and Expirations - DocuSign eSignature Admin Guide
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 - DocuSign eSignature Admin Guide
The account audit log provides an easy way for administrators to see changes to their account settings, billing information, plan type, and users.
DocuSign Payments and Payment Gateways
DocuSign Payments offers a way to collect payments along with signed agreements. To use DocuSign Payments, the account administrator sets up one or more payment g...
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 - DocuSign eSignature Admin Guide
The Legal Disclosure view lets you enable and manage the Electronic Record and Signature Consent Disclosure options for your account.
Envelope Custom Fields - DocuSign eSignature Admin Guide
Envelope custom fields are used to classify, record, and track information about envelopes. Field labels are shown to senders and are not seen by recipients.
Custom Fields for Administrators - DocuSign Admin User Guide
Custom fields are user created versions of standard fields. Custom fields can be saved for reuse in any document to help speed up preparation.
Zuora Payment Gateway
This guide covers the unique requirements for setting up and using a Zuora payment gateway.
DocuSign CLM Files: Community Setup
The Salesforce "Napili" customer service template works with DocuSign CLM Files so that community portal users can access DocuSign CLM content without having to l...
Delegated Administration Permission Profiles - DocuSign eSignature Admin Guide
This topic provides information about using Delegated Admin to create Permission Sets. Delegated Admin is only available to account that use the Advanced Admin Mo...
ERROR: This Account lacks sufficient permissions - Connect not enabled for account
How to troubleshoot and resolve the error, "This Account lacks sufficient permissions. Connect not enabled for account."
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