How do I change my DocuSign account?

How do I change my DocuSign account?

Visit https://account.docusign.com/.

1. Log in as an Administrator.
2. Select the Settings tab from the top menu.
3. Navigate to Plan and Billing and click on the Change Plan link.
4. To close your account, scroll down to section Close Account and click on Close Account.
5. Follow the remaining prompts.

How do I manage my DocuSign subscription?

If you would like to upgrade or cancel your current DocuSign plan, you must follow the steps outlined below.

1. From the DocuSign App, tap the Menu icon, tap Account, and then tap MANAGE PLAN.
2. Tap CANCEL, then tap Yes to confirm the cancellation.

What is DocuSign legacy?

If you need to sign a document offline because of limited internet access, our legacy version of the DocuSign eSignature app is your solution. Download this legacy version now, and you’ll be automatically notified when the newest app with offline signing is available for you to download.

How do I find my DocuSign version?

To see which version of DocuSign CLM you have, click on the profile portrait in the upper-right corner. There will be an entry in the dropdown menu for either CLM or CLM.CM.

Can you have 2 DocuSign accounts?

If you created a new User under a company account, using the same email address as another account the employee already had in place, then yes they have two DocuSign Users under two DocuSign accounts and this can be a problem. The User can request closure of the personal account via DocuSign Support case.

How do I merge two DocuSign accounts?

I would suggest creating a DocuSign Support case to see if this can be done. Provide the two Accounts as located under the Profile Pic in the upper right of each account after you login and specify which account to merge into which account.

Can I upgrade DocuSign?

Certain DocuSign account plans allow you to change your plan directly from within your DocuSign account. You must be an Account Administrator to make changes to your plan. If you do not see the plan type that you are looking for, DocuSign has a variety of plans to choose from to fit your needs.

How do I update my DocuSign eSignature in Salesforce?

How to update the API Version:

1. Have a DocuSign Administrator click the Admin from top banner across the main DocuSign page:
2. Select Connect under INTEGRATIONS.
3. Click on Salesforce.
4. Click Reconfigure Login.

How many versions of DocuSign are there?

3 Versions
The 3 Versions of DocuSign.

Are there different DocuSign versions?

eIDAS defines three different types of eSignatures: simple electronic signatures, advanced electronic signatures (AES), and qualified electronic signatures (QES).

How can I sign with DocuSign?

Signing a Document Open DocuSign. It’s the blue icon with a yellow chat bubble and red arrow inside. Tap the +. It’s inside a yellow circle. Tap the folder that contains the file you want to sign. Tap the file you want to sign. The file’s contents will appear. Tap SIGN NOW. It’s at the bottom-left corner of the screen. Tap the document.

Is the DocuSign app free?

Yes, the DocuSign mobile eSignature app is free to download. Current customers can log in with the same email and password to access to their account. New customers can sign up for a free account directly within the app.

How do I access the DocuSign documents that I signed?

On the DocuSign Web Application, select the Manage tab. Your documents are listed there. If NO, you can access the document by opening the DocuSign “Completed” email. This email is sent to you once you have finished signing a DocuSign document.

How do I create a template in DocuSign?

Find out how to create a new template in DocuSign. Start a New Template. From the Templates page, click New Template The Create a Template view appears where you can add files, recipient roles, and messaging. Enter a name and description for your template.