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?
Where do I find my Docusign account number?
Read this article to learn how to locate your Docusign account number.
Benefits of Delegated Permissions
There may be times when limited administrative permissions are needed by specific users.
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.
Docusign SSO: How do I check the expiration date of my IdP certificate?
Follow these steps to verify the expiration date of your IdP certificate in Docusign.
DAL - Error "User is not Admin approved to access this app"
Learn what to do when you see the error, "User is not Admin approved to access this app"
Video: Apps Launcher for Salesforce: Add and Manage Users
Get Started as a DocuSign eSignature Admin (part two)
New to DocuSign eSignature? Get up and running quickly with our eSignature Admin checklist. 
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...
How do I manage my identity in my Docusign account?
Learn how to change your profile name, email, signature and privacy information.
End of TLS 1.1 Outbound Traffic Support
Docusign has ended support for outbound traffic via the TLS 1.1 protocol.
How do I make SSO login required?
Follow these steps to make SSO login required for Docusign users.
How do I access the Docusign Admin in Salesforce Lightning experience?
Click on the Salesforce App Launcher > All Items > Docusign Admin​
Video: How to Manage Permission Profiles
Docusign SSO: How do I upload my SSO certificate?
Learn how to upload a SSO certificate into Docusign.
How do I give the Docusign Mobile App for iOS (iPad, iPhone, iPod Touch) access to my phone contacts?
Learn how to grant access to Contacts to the Docusign mobile app.
Docusign eSignature for Salesforce - Administrator is unable to view Layouts tab
In Docusign eSignature for Salesforce an Administrator is unable to view Layouts tab and forces them to set IP ranges all the time. Messages call out Salesforce M...
End of Life for Docusign PrivateServer HSM
This FAQ refers to the PrivateServer HSM product, also known as Docusign HSM Appliance (“HSM Appliance”), and its related services and contracts.
SSO: User asserted is not a member of an allowed Single Sign-On account
Follow these steps if you see an error that states, "SAML 2.0 Validation Error, the User asserted with creds [[user@example.com]] - [[User]] is not a member of an...
Why can't I create an organization?
Troubleshooting tips for when you can't create an organization in Docusign Admin.
Activate Client Logs | Docusign Signature Appliance
How to extract logs for DSA.
How to audit Docusign Signature Appliance use
Read this article to learn how annual signature volume or total signature volume is set into the Docusign Signature Appliance (DSA) license.
How to transfer custom tags via template to a different account
Learn how to transfer custom tags via a template to a different account.
Configure Adobe Acrobat Reader to use Docusign Signature Appliance
With Adobe Acrobat Reader XI, the configuration options to configure to work with the Docusign Signature Appliance have changed.
FAQ: Email link expiration
Read this article to learn the answers to frequently asked questions about Docusign email link expiration.
Docusign Connect Certificate Usage with Mutual TLS
If the Require Mutual TLS option is selected in the Connect configuration, Docusign will only apply Docusign Connect Certificate if the endpoint is configured to ...
Docusign eSignature basic terminology
This helpful guide will define common terms that you’ll hear as a Docusign eSignature administrator or user. For more information on getting started as a Docusign...
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