I am having trouble logging into my Docusign account
Read this article to learn how to resolve login issues caused by a security lockout, password reset, browser stored passwords, SSO, or multiple accounts.
Docusign Rooms Video Guides
Transform every step of a complex deal into a simple digital process with Docusign Rooms.
FAQ: How do I make changes to my Docusign plan?
Learn how to upgrade or downgrade your Docusign account subscription, manage it before auto-renewal, or to cancel or close your account.
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...
Billing FAQ: Docusign eSignature
Answers to commonly-asked Docusign account billing questions such as how to request an invoice, how to change credit card information, or how to change the billin...
FAQ: Docusign signing
Answers to common questions like how to correct an envelope, how to contact a sender, and how to download documents.
How do I reset my Docusign password?
Read this article if you need to reset or update your Docusign account password.
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.
Update your payment information
Docusign has a few payment options available: Credit Card, Paypal and Direct Debit. Note:You must have account administrator privileges to update the billing info...
Why are documents not attached to the Completed email notification?
Document attachments are defined by the account administrator on the sender's account.
Check Docusign envelope history | eSignature
Read this article to learn how to check an envelope's history.
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
What is a Docusign envelope?
At Docusign, an envelope is a document container that you can send to recipients to sign. It holds data for the documents to be signed, the signers and other reci...
How do I manage my Docusign contacts?
Read this article to learn how to add or remove a contact from your Docusign account.
Install the DocuSign Apps Launcher to Manage Connected Apps in Salesforce Setup
Follow these instructions to install the Connected App to to Salesforce 'Managed Connected Apps'. This provides additional access to the OAuth App Settings and sa...
Document Retention and Targeted Envelope Purge | eSignature
Document Retention and Targeted Envelope Purge are two often misunderstood features. Docusign Support suggests you read this article before enabling Document Rete...
FAQ: Error, "Session Has Expired"
Read this article if you get a "Session Expired" or "Session Has Expired" error message while logged into your Docusign account.
Important Changes to Docusign Support
Beginning in November 2024, Docusign will discontinue live inbound phone support to align with industry best practices and ensure accurate routing for all support...
How do I report a Severity 1 issue?
This article is intended for Docusign Administrators with a Plus Support Plan (or higher-tier plan) who need to report a product issue impacting all users.
How do I contact Docusign Customer Support?
Learn how to access Docusign Support.
Open a case in the Docusign Support Center
Read this article to learn how to open a Docusign Support case in your language.
Web Forms FAQ
Learn answers to the most frequent questions about Docusign Web Forms.
Send Envelope by Salesforce Custom Button fails due to error message, "List has no rows for assignment to SObject"
The following error message occurs when attempting to send a Docusign envelope with the Salesforce custom button, which is created by the Docusign Envelope Templa...
What account settings do I need to check when moving from Demo to Production environment?
Read this article to learn what account settings to check when migrating from Demo to Production.
How do I export a list of all account users?
Use the Admin tab or generate a User Activity report to export a list of all your account users.
How do I export a list of recipients?
Use the Recipient Activity Report with a Date Range set to All Dates to see all your recipients.
DAL: Docusign eSignature for Salesforce Error: https://[domainname].my.salesforce.com refused to connect
When attempting to access the iframe/tagger page while creating Docusign Gen Template or Docusign Envelope Template button, one or more users receive an error mes...
Docusign Renewals
Learn the answers to commonly asked questions about Docusign account renewals.
FAQ: Workday Financials
This article addresses common questions and general issues you might encounter while configuring Workday Financials.
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