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Information for DocuSign for Salesforce administrators to manage users and account settings.
Aug 31, 2017 Major update for new user interface - This guide has been extensively revised to reflect the new user interface introduced with v6.0. With v6.0, installation and con- figuration has been streamlined and simplified. The DocuSign Admin tab is completely redesigned, making it easier to manage DocuSign for
Information for DocuSign administrators to manage users and account settings. Topics include: Billing, Security, Branding, User Permissions, Reminders, Expiration, Auditing and more.
Groups. As a DocuSign administrator, the Groups view lets you manage the groups on your account. Groups are used to organize users into functional units for template sharing to limit user access to templates. Additionally, if multiple account brands are enabled, groups are used to set which brands can be used by group
Feb 21, 2018 the instructions provided in this guide, please contact your DocuSign account manager for assistance. What is DocuSign Organization Administration? DocuSign Organization Administration (Organization Admin) is a management infrastructure that empowers you to control and manage how DocuSign is
within an account, manage user memberships and access controls, and accomplish other administrative tasks. For customers with multiple accounts, these can be collectively managed by DocuSign Organization Administration. For more information on this solution, see the DocuSign Organization Administration Guide.
Jan 12, 2018 No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of. DocuSign, Inc. Under the law, reproducing includes translating into another language or format. Every effort has been made to
Users. As a DocuSign administrator, the Users view lets you manage the users on your account. If you are an administrator with delegated administration rights for Users and Groups only, then you can perform the actions described in this guide for non-administrative users only. Locate users. Add or edit users. Close or
Classic DocuSign Experience Account Administrator Reference Guide: Updated October 7, 2016. If you have any comments or feedback on our documentation, please send them to us at: Documentation@DocuSign.com. Summary of changes for this version: • Added information on the link to the new DocuSign Admin
Jan 12, 2018 Administer your account using DocuSign Admin. 468. Manage Your Identity. 469. Change Your Name. 471. To change your name. 471. Change Your Email Address. 472. To change your email address. 473. What happens to your envelopes when you change your email address? 475. How are the signing

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March 2018