Product Overviews

CoSign Cloud Product Lifecycle
Special Announcements – Product Lifecycle – End of Support as of: February 01, 2018 (service-offline date)
DocuSign eSignature Admin Guide (PDF)
Information for DocuSign administrators to manage users and account settings. Topics include: Billing, Security, Branding, User Permissions, Reminders, Expiration...
Welcome to DocuSign eSignature
Take a video tour of DocuSign eSignature. Get contact information for Customer Support and the DocuSign Community.
Welcome to Administration - DocuSign eSignature Admin Guide
This topic provides an overview of the DocuSign administrator experience. This is only for administrators who manage multi-user accounts.
DocuSign eSignature User Guide (PDF)
Information for DocuSign users on sending and managing their documents, and user preferences.
DocuSign eSignature - eLearning Self Paced Courses for Signers, Senders, and Admins
A team with the proper training, resources and skills is critical for a pathway to success. Learning resources for the Signer, Sender and Admin roles. Short bite-...
Supported File Formats - DocuSign eSignature User Guide
You can send many types of files through DocuSign.
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
DocuSign CLM Search
DocuSign CLM's search capabilities allow you to execute document and folder searches with a great degree of granularity with filtering.
DocuSign Insight User Guide v7.6.0
This guide provides details on the features and interactions available in the DocuSign Insight user interface (UI) from the Dashboard and Contracts views. These w...
DocuSign Insight Administration Guide v7.6.0
This document provides information about business and system administration activities for the DocuSign Insight components of the DocuSign Insight and Analytics p...
DocuSign Insight Installation Guide v7.6.0
The following documentation provides details relating to installing the DocuSign Insight (DSI) (v7.6.0) platform and associated components.
DocuSign Insight Analytics Administration Guide v7.6.0
This guide provides information related to administration of the Analytics component of the DocuSign Insight (v7.6.0) platform, including steps to perform basic ...
DocuSign Insight Connector for CLM Administration Guide v7.6.0
This guide describes the configuration, administration, and user processes for the DocuSign Insight – Connector for CLM (v7.6.0).
DocuSign Insight BI Dashboard for Viewers v7.6.0
This guide describes how the DocuSign Insight BI Dashboard (v.7.6.0) is used to visualize key data points across all your agreements, including: • Navigating the...
DocuSign Insight Connector for eSignature Administration Guide v7.6.0
This guide describes the configuration, administration, and user processes for the DocuSign Insight – Connector for eSignature (v7.6.0).
DocuSign Insight Managed File Transfer (MFT) User Guide v7.6.0
This document provides an overview of the DocuSign Insight Secure Portal (v7.6.0) including steps to use the portal to ingest contracts using Managed File Transfe...
DocuSign eSignature for Salesforce Essentials Admin Guide
DocuSign eSignature for Salesforce Essentials lets you connect your DocuSign and Salesforce Essentials accounts so that you and your users can send DocuSign envel...
Support for DocuSign CLM
Need CLM Support? Sending a contract or any other type of document for electronic signature couldn’t be easier using DocuSign CLM.
DocuSign Signature Appliance Rack Installation Guide (Version 1.0)
This guide explains how to mount the DocuSign Signature Appliance in a generic rack.
Retrieve – Managing downloaded files
This article discusses how Retrieve saves envelopes it downloads, and how to manage those envelopes.
How do I set up and troubleshoot an automated Retrieve Task
Step-by-step instructions on creating, troubleshooting and scheduling Retrieve tasks.
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