As a Salesforce admin navigate to Setup > Manage Users > Permissions Sets. Click on the DocuSign Administrator permission set. Click Manage Assignments.
Full Answer
How do I enable DocuSign in Salesforce?
From the DocuSign Admin tab in Salesforce:Log into your Salesforce account.Select the DocuSign Admin tab.Click the Users sub tab.Select the checkbox next to the appropriate user(s) Full Name.
How do I activate my DocuSign user?
Activate DocuSign accountsIn the DocuSign email, click Activate. The DocuSign login page opens.Select a password and a security question. The email field contains your email address. Click Activate. The account is activated and the DocuSign platform home page opens.
How do I change my DocuSign account in Salesforce?
Log in to your DocuSign Account: Use an existing DocuSign admin account. Enter your DocuSign email and password information. Select the Environment associated with your DocuSign account. If you have multiple accounts, select the account to associate with Salesforce, and click Log In to continue.
How do I connect Salesforce to DocuSign?
From the force.com apps drop-down list selects 'DocuSign for Salesforce'. Then on Connect DocuSign to Salesforce Window. Enter the Username, password and environment of salesforce Org and click on connect. The DocuSign is connected to Salesforce Successfully.
How do I reactivate my DocuSign account?
Select ACTIONS to the right-hand side of the user's name and select Reactivate.
How do I reassign a user in DocuSign?
I've been including these instructions to the person who will need to reassign the document.From the envelope, click "OTHER ACTIONS."Click "Assign to Someone Else."Enter the new signer's email address, name, and reason for changing the signing responsibility.When finished, click "ASSIGN TO SOMEONE ELSE."
How do I access my DocuSign admin?
DocuSign's Support Page: https://support.docusign.com Allows users to access DocuSign's help topics and resources. You can get to the Admin Page by clicking the profile picture and selecting Go to Admin. You will see a number of tabs on the left that will allow you to perform various administrative tasks.
How do I grant access to DocuSign?
When a user's envelopes are shared, the users who were granted access can see and act on all of that user's envelopes. Login to the DocuSign application Click Go to Admin link. Click add user In the list of Users, check the users whose envelopes you want to share with the selected user. Click ASSIGN.
How do I install DocuSign eSignature in Salesforce?
For customers who are thinking about installing eSignature for the first time, there are two ways you can install the new DocuSign eSignature for Salesforce app:Install the new DocuSign eSignature for Salesforce app from the App Exchange.Install any other app from the DocuSign Apps Launcher for Salesforce package.
How does Salesforce work with DocuSign?
DocuSign allows you to send, sign, and track Salesforce agreements and approvals from anywhere, on any device. All your Salesforce documents are digitized for your records, following rigorous security certifications and standards to ensure your documents are safe and scalable.
Is DocuSign integration with Salesforce?
Introduction. DocuSign for Salesforce is an eSignature solution that integrates with Salesforce. DocuSign makes any workflow or approval simple, secure and fully digital. With DocuSign you can send, sign and track agreements and approvals anytime, anywhere, and from any device.
Is DocuSign for Salesforce free?
Starting at $30 USD per user per month. For custom/enterprise solutions contact sales: 1-877-720-2040. Send, sign, track and save agreements in Salesforce with the most downloaded electronic signature app on the AppExchange.