Reference Guide
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Account Administration Reference Guide
Overview
This reference guide describes the Account Administration options available to DocuSign® Customer Administrators and provides information on how to use the options. All of these options are found in the Preferences section of the DocuSign console. Note: The options available to a Customer Administrator will vary depending on your account plan. For more information about which options are available for your account, check your account plan, or contact your Account Manager or DocuSign Service (service@docusign.com) for assistance. This guide provides information about the available options and how to work with those different options. Additionally, Customer Administrators can set template sharing options for all the templates in the account and a procedure for sharing templates is included in this guide.

Table of Contents
Accessing the Account Preferences .............................................................................................................. 2 Account Administration Options .................................................................................................................. 2 Sharing Templates as an Administrator ...................................................................................................... 14 Features Section Information ..................................................................................................................... 15 User Permissions and Sharing ..................................................................................................................... 25 Time Zone Abbreviations ............................................................................................................................ 26 Recommended PayPal Account Settings .................................................................................................... 29 For More Information ................................................................................................................................. 29

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Account Administration Reference Guide 2

Accessing the Account Preferences
To access the Account Preferences page, click Preferences at the top of the console.
Click to view your Preferences

The Account Preferences page is displayed. To return to the console, click a navigation tab (Home, Manage, Send or Dashboards).

Account Administration Options
The different Account Administration options are described below, except for the Features section, which is covered in the Features Section topic. The Account Preferences page lets you access the Account Administrator options. Click on the option name in the navigation bar on the left side of the page to open the page for that option.

Account Address
This section lets you view and edit the main address for your company.

You can change the billing address information for your company by replacing the current information and clicking Save. The lines that have an asterisk (*) adjacent to them are required information.

Branding
This section lets you set the look and feel of your organization’s brand to the sending, signing, and email process making it easier for users to identify documents coming from your organization. See the Branding Your DocuSign Account Quick Start Guide for more information about branding your account.

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Account Administration Reference Guide 3

Account Summary
In this section you can generate and view a report showing account usage information.

The report can be generated for all users or for a selected user and for a date range. After entering the selection criteria for the report, click View to see the report.

Billing
This section lets you view your billing information. Some accounts have access to edit service plan and billing activity information.

Invoices
This section provides you with a view of your most recent invoice summaries.

Connect
This section lets you view and edit your Connect Service integration profile and settings and view your integration logs. The Connect Service enables the sending of real-time data updates, such as changes in envelope status, to external applications. For more information about setting up and using the Connect Service, see the DocuSign Connect Service Guide in the Developer’s Center section of the DocuSign website.

Envelope Custom Fields
This section let you create, edit, and delete envelope custom fields. These fields can be used in the envelopes for your account to record information about the envelope, help search for envelopes and track information. The envelope custom fields are shown in the Envelope Settings section when a user is creating an envelope. The envelope custom fields are not seen by the envelope recipients.

To Add a Custom Field 1. Click Add to add the custom field. 2. Type the Name for the custom field. 3. Select if the custom field is shown and required. Select Show to have the field show up in the Envelope Settings section when an envelope is being created. Select Required to require the user to enter information into the field before sending an envelope.

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Account Administration Reference Guide 4 4. From the Type list, select the type of custom field (Text or List) If you selected List, type the list values separated by a semi-colon. For Example, if you want the list options to be North, South, East and West, you would type North;South;East;West. 5. Click Save to save the new custom field. To Delete a Custom Field 1. Find the custom field you want to delete. 2. Click Delete adjacent to the custom field. 3. The system will ask you to confirm that you want to delete the custom field. Click OK to delete the field Click Cancel to return to the console without deleting the field.

Features
This section lets you view and update you the feature settings for your account. There are many important items in this section, see the Features Section Information section of this guide for more information about the Features settings.

Reminders and Expirations
This section lets you view and edit the envelope reminder and expiration setting for your account. These are the default settings shown when users send envelopes. If you do not set the reminder and expiration information, your account will use the default DocuSign values (no reminders are sent and envelopes expire after 120 days). Note: All envelopes that are not completed will Expire after the set expiration/void time. To Set Envelope Reminders and Expirations

Note: Any changes to the default reminders and expirations only affect envelopes sent after the change is saved. Envelopes that have already been sent are not affected. 1. To set the envelope reminder, type the number of days after an envelope is sent until a reminder is sent to the recipient and how often to repeat the reminder. Select the checkbox adjacent to Send Reminder.

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Account Administration Reference Guide 5 2. To set the envelope expiration time, type the number of days after an envelope is sent until it is voided and how many days before the expiration that a warning message is sent to the recipient. Select the checkbox adjacent to Expire/Void Envelope. 3. If you do not want your users to change these settings, select Do NOT allow users to override these settings. 4. Click Save to save the envelope reminder and expiration settings.

Users
This section lets you add, manage and remove users from your account. The user table shows general information about the users in your account, including the Permission Profile for a user and the Groups to which the user belongs. When updating a user, you can scroll through the user list or use the Look for: field and Find button to search for a specific user. When adding new users, you can add users one at a time or by uploading a CSV (Comma Separated Value) file with multiple users. To Add a New User 1. Click New

2. Type the Email address for the new user and click Check Address.

3. Type the user Name. Optionally, type the user’s Job Title and select a user permission profile from the Available Profiles list. When you are done adding the personal information, click Save.

4. You are ready to send the activation email. Optionally, for additional security, you can add an Access Code to the activation email. You will need to provide the access code to the new user. Click Send to send the activation email is sent to the user. Click Done to return to the Manage User List page.

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Account Administration Reference Guide 6 The new user will follow the instructions in the email to activate their account. If you need to resend the activation email, click Send Activation on the same line as the user name. To Add Multiple Users from a CSV file 1. Create a comma-separated value (CSV) file with users. Use the following information when creating the file. • The format of the lines in the CSV file is: User Name, User Email and User Title with commas used as the delimiter (separator) between each value. The User Title field is optional. Do not include a heading row in your CSV file. All lines of the file must contain data (again, do not include header/column names in the first line of the file). A field can be enclosed in double-quotation marks (“). This allows you to enter information that has a comma or double-quotation marks in it. Example: if a User Title is Inside Sales, NE you would type “Inside Sales, NE” in the User Title field.

• •

Tip: If you are using Microsoft® Excel® to create your file, you only need to enter the User Name, User Email and User Title in different columns and save the file as a CSV file. You do not need to add commas or double-quotation marks in the columns; Excel will automatically do this when you save the file.
2. On the Manage Users page, click New/CSV.

3. Select the CSV file you want to upload by clicking the Browse button, locating the file on your computer or network and clicking Open. 4. Click Submit.

The file upload begins. A Submission ID is created and shown in the SubmissionID field. The status of the upload is also shown. Click Refresh to update the status of the upload. The system makes two passes through the CSV data. The first pass is an error scan. If there is an error in the file, the system displays a message with the problem line and the error reason. The second pass, which only occurs if the first pass did not detect any errors, adds the new users and checks for redundancy.

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Account Administration Reference Guide 7 An activation email is sent to the new users in the uploaded file. Note: An access code cannot be added to activation emails sent in this manner. The new user will follow the instructions in the email to activate their account. If you need to resend the activation email, click Send Activation on the same line as the user name. 5. When the upload is completed, you can repeat steps 3 and 4 to upload another file or click Done to return to the Manage User page. To Update User Information 1. Find the user whose account you want to update and click Open on the same line. 2. Select the appropriate page for the changes you want to make: Note: See the User Permissions and Sharing section of this guide for more information about setting user permissions and sharing information. DocuSign recommends that you use Permission Profiles when setting user permissions. Using profiles makes it easier to maintain control of user permissions. • • • • • To change personal information for the user, type the changes and click Save. To change the Permission Profile for the user, select the profile from the Available Profiles list and click Save. To change the account permission settings for the user, click Permissions. Select the Permission Profile or manually select the permission settings and click Save. To change the personal address for the user, click Address, update the address and click Save. To change sharing information for the user, click Sharing, select the other users that will be able to see and act on the user's folders and click Save.

3. After saving a change you are returned to the Manage user List page. To Close a User Closing a user removes that user from your account. You can view users that are closed by selecting the Show closed users checkbox. Note: Closed users cannot send new envelopes or access their account. Envelopes these users sent before being closed can be completed normally. 1. Find the user whose account you want to close, click Close on the same line as the user name. 2. Confirm that you want to remove the user from the account. After closing the user account you are returned to the Manage user List page

Groups
This section lets you create, modify and remove Groups in your account. The Group management option allows Customer Administrators to create user groups, assign users to the groups, and set the user permissions for the groups. You are not required to set Permission Profiles for a group, but this makes it easier to manage user permissions for a large number of users, without having to change

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Account Administration Reference Guide 8 permissions on a user-by-user basis. Groups can also be used with template sharing to limit user access to templates. There are two default Groups in the system: Everyone and Administrators. These groups cannot be renamed or removed from the system. The Everyone group contains all active account users. The Administrators group has all active users that have the Manage Account user permission selected. To Create a New Group 1. In the Groups list, select New Group.

2. Type the Group Name for the new group. 3. Select the users for the new group from the Available Users block and click to move the users to the Group Users block. You can select all the users in a block by selecting the checkbox adjacent to Name in the header.

4. Click Save to save the group and users. 5. Click the Permissions tab, select the Permission Profile for the group and then click Save Changes. If you want to create a new Permission Profile, see the To Create a New Permission Profile procedure. To Modify a Group 1. In the Groups list, select the group you want to modify. • • To rename a group: Click Rename and type the new Group Name. To add or remove users: select the users for the group from the Available Users or Group Users block, as appropriate, and click the move button to move the users. You can select all the users in a block by selecting the checkbox adjacent to Name in the header.

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Account Administration Reference Guide 9 Important: You cannot add users to or remove users from the Everyone and Administrators groups using this method. A user can only be removed from the Everyone group by closing the user. A User can only be added to or removed from the Administrators group by changing the users Permission settings. • To change a group’s Permission Profile: click the Permissions tab and select the new Permission Profile for the group. See the Permission Profiles section for information on creating or modifying a Permission Profile. 2. Click Save Changes to save the change to the group. To Remove a Group Note: The Everyone and Administrators groups cannot be removed from the system. 1. In the Groups list, select the group you want to remove. 2. To remove a group, click Remove. The group is deleted.

Permission Profiles
This section lets you create, modify and remove Permission Profiles in your account. Permission Profiles are a standard set of user permissions that can be applied to individual users or users in a Group. This makes it easier to manage user permissions for a large number of users, without having to change permissions on a user-by-user basis. There are three default Permission Profiles: Account Administrator, DocuSign Sender and DocuSign Viewer. The DocuSign Sender and DocuSign Viewer profiles can be modified, renamed or removed from the system. The Account Administrator profile can be modified, with the exception that the Manage Account option cannot be cleared. To Create a New Permission Profile 1. In the Permission Profile list, select New Permissions.

2. Type a Profile Name for the new profile. 3. Select the permission settings for the new profile. See Permissions Settings for more information about the different settings. 4. Click Save to save the new profile. To Modify a Permission Profile 1. In the Permission Profile list, select the profile you want to modify. 2. To rename a profile: click Rename and type the new Profile Name.
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Account Administration Reference Guide 10 Note: The Account Administrator profile cannot be renamed. 3. Change the permission settings for the profile. See Permissions Settings for more information about the different settings. Note: The Manage Account option for the Account Administrator profile cannot be cleared. 4. Click Save to save the modified profile information. The permission changes are applied to all users and groups that have been assigned to the profile. To Remove a Permission Profile Note: The Account Administrator profile cannot be removed from the system. 1. In the Permission Profile list, select the group you want to remove. 2. To remove a profile, click Remove. The profile is deleted.

Permissions Settings
The Permissions settings, along with how they are implemented, are described in this section. Note: Many of the Permissions options are only active if the corresponding option in the Features section is selected. There are two methods for implementing the options in the Permissions section: • • Checkbox: Select or clear the checkbox to enable or disable the option for the user. List: A dropdown list used to select how the option is enabled for the user.

Manage Account (Checkbox) – This option lets the user manage account settings, manage user settings, add users, and remove users. Selecting this option will automatically add users with this permission profile or setting to the Administrators user group.

Sending and Signing Options
Send Envelope (Checkbox) – This option lets the user send envelopes. Sequential Signing (UI) (Checkbox) – This option lets the user define the routing order of recipients while sending documents for signature. Signer Attachments (Checkbox) – This option lets the user add requests for attachments from signers while sending documents. Signing on Paper Override (Checkbox) – This option lets the user to override the account setting that determines if signers may sign their documents on paper as an option to signing electronically. See the Allowing Recipients to Sign On Paper quick start guide or the DocuSign Service User Guide for more information. Notify when Recipients View (Checkbox) – When selected, this option will send an email to the sender the first time a recipient opens an envelope. My local time zone (List) – This option selects the default time zone to be used in the Member Console display for the Permission Profile. A member of the profile can set their own time zone preference to override this setting if the Allow account member to set their own unique time zone option is active.

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Account Administration Reference Guide 11 Format my local date and time as (List) – This option selects the format used in the Member Console for the user. This option sets the time zone used in the Date Signed tags if a signer does not have a DocuSign account. It also sets the format used when the user signs an envelope. See the Time Zone Abbreviations section for time zone abbreviations and UTC offsets. Allow Bulk Recipients (Checkbox) – When selected, this option allows the user to send envelopes using the Bulk Recipient feature. See the Using the Bulk Recipient Feature quick start guide or DocuSign Service User Guide for more information about this feature. Manage Templates (List) – This option defines the user’s template usage and management rights. • • • • • • • • None: This user cannot use, create or share templates. Use: This user can use templates created and shared by other users, but the user cannot create or share templates. Create: This user can create and use templates, but the user cannot share templates. Share: This user can use, create and share templates. Use Personal Only: This user can create and use contacts in a personal address book. Use Shared Only: This user can use contacts in shared address books. Use Personal and Shared: This user can use contacts in a personal and shared address books. Share: This user can create, use and share contacts in a personal and shared address books.

Address Book (List) – This option defines the user’s address book usage and management rights.

DocuSign API
API UserName – This is the user name for the user when the user sends using the DocuSign API. This information is not visible when viewing a Permission Profile; it is only visible when looking at the Permissions for a specific user. API AccountId – This is the account ID for the account when the user sends using the DocuSign API. This information is not visible when viewing a Permission Profile; it is only visible when looking at the Permissions for a specific user. Submit DocuSign API Requests (Checkbox) – This option lets the user send documents and manage envelopes using the DocuSign API. Account-Wide Rights (Checkbox) – This option allows the user to: • view, manage and request status of all envelopes for the account through the DocuSign API. The user can use the following API methods: RequestPDF, RequestDocumentPDFs, RequestStatus, EnvelopeAuditEvents, AcknowledgeAuthorativeCopyExport, ExportAuthorativeCopy, VoidEnvelope, RequestRecipientToken, TransferEnvelope, GetEnvelopeStatus and RequestEnvelope. Note that some of these methods have additional specific requirements in addition to having Account-Wide Rights, see the DocuSign API Developer’s Guide for more information about API usage. use the Send On Behalf Of feature. if the user is a Customer Account Manager, transfer envelopes between users.

• •

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Account Administration Reference Guide 12 Send On Behalf Of Rights (API) (Checkbox) – This option lets the user send envelopes for (on behalf of) other users through the DocuSign API. The user must have Account-Wide Rights enabled to use this option. Sequential Signing (API) (Checkbox) – This option lets the user define the routing order of recipients for envelopes sent using the DocuSign API.

Advanced
DocuSign Desktop Client (Checkbox) – This option lets the user send and manage envelopes from the DocuSign Desktop Client. The DocuSign Desktop Client is installed separately. PowerForms (Checkbox) – This option enables the user as a PowerForms sender. PowerForms Admin (Checkbox) – This option enables the user as a PowerForms administrator. This lets the user create, manage and download the PowerForms documents. TransactionPoint (Checkbox) - This option lets the user select an envelope from their member console and upload the envelope documents to TransactionPoint. eVault (Checkbox) – This option lets the user send documents for electronic vaulting at eOriginal. Transfer Envelopes to User (Checkbox) – This option lets Customer Administrators transfer envelopes from other accounts to this user. Allow sender to set email language for recipients (Checkbox) – This option enables the option for the sender to set the language used in the standard email format for a recipient when creating an envelope.

Envelope Report
This section lets you run and view a report of envelopes sent from your account.

To run a report, enter the selection criteria and run a report to select the envelopes that you want to view. After running reports you can download the report information.

Locked Out Users
This section lets you release users in the account from a system imposed lock. To Unlock Users 1. Find and select the user(s) that need to be unlocked. 2. Click Unlock to unlock the user(s).

Consumer Disclosure
Each new recipient will read and agree to the terms of the disclosure before they can take action on the documents you send them. DocuSign is providing this for your convenience only. If you have questions about using a consumer consent disclosure, please contact your legal counsel. This page is used to customize the Consumer Consent Disclosure.

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Account Administration Reference Guide 13 There are two ways to customize your Consumer Consent Disclosure: using Block editing or using HTML editing. With block editing, you add your own specific information to the blocks by answering the questions adjacent to the blocks and the information is added the standard disclosure. With HTML editing, you can create a free-form consumer disclosure using HTML formatting. Important: If you change the Customer Disclosure settings, all unsigned recipients in all outstanding envelopes will be required to accept the disclosure again. Using Block Editing to Change Customer Disclosure Settings 1. Select to use a consumer disclosure or to not use a disclosure as appropriate for your account. 2. Add your Account Name to this disclosure. 3. All other information blocks in the disclosure is optional. If you want to allow customers to withdraw their consent, select the Allow option and add the information you need if the customer withdraws consent. 4. After making the changes to the blocks, click Next to review the changes you have made. The customer disclosure information is shown. 5. After reviewing the customer disclosure information: Click Save to save the changes OR Click Back to make more changes. Using HTML Editing to Change Customer Disclosure Settings 1. At the bottom of the page, click Edit Custom Disclosure. 2. Type your HTML formatted consumer disclosure text in the Enter HTML Below: block. Important: Javascript, XML, or CSS style tags cannot be used to edit this field. HTML is required to maintain the display formatting. To view and edit the consumer disclosure for a particular language code, select the language in the Language Code list and click Get Current Consumer Disclosure. The consumer disclosure for that language is shown in the Enter HTML Below: field. 3. To review the changes you have made, click Preview. A new browser window opens with your customer disclosure information for review. Close the new browser window when you are done reviewing it. 4. After reviewing the customer disclosure information: Click Save to save the changes OR Note: When you save the changes, only the disclosure for currently selected Language Code is saved. Click Cancel to return to the Consumer Disclosure page without saving the changes.

Application Marketplace
Clicking Application Marketplace connects you to the DocuSign Marketplace that shows solutions that connect with and extend the value of DocuSign.

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Account Administration Reference Guide 14

API
This section shows if API access for your account is enabled, provides information about your Integrator’s Key, and example API information.

Sharing Templates as an Administrator
Sharing a template allows other users to access and use the template to send envelopes. Administrators have access to and can change the sharing options for existing templates through the Member Console Manage tab. The All Account Templates folder has all the templates, shared or unshared, in the account. To share existing templates: 1. With the Manage navigation tab selected, in the Templates section of the navigation panel, click the All Account Templates folder. 2. Find and select the template you want to share. You can select multiple templates. 3. Click Actions and then select Share. The Template Sharing dialog box is displayed.

If you selected multiple templates to share: a blank box indicates all the templates are not shared with any Groups/Members, a checked box indicates all the template is shared with a Groups/Members, a red question mark (?) indicates all the templates are shared with some, but not all, Groups/Members. • In the Groups tab, select the groups that will have access to the template. Click Select All to select all the groups in the list. All templates are automatically shared with the Administrators group. Click the Members tab. Select the members that will have access to the template. Click Select All to select all the members in the list.

•

Note: Due to the way Group and Member template access is tracked, Members will not be shown as selected when viewing the Members tab even if the Member is part of a selected Group. 4. Click Save to save the template sharing information.

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Account Administration Reference Guide 15

Features Section Information
The Features section is used to view and update the feature settings for your account. There are five parts to the Features section that set the different options for your account: Sending and Signing options, Manage Account options, Authentication options, DocuSign API options and Advanced options. Note: The Features enabled for your account are based on your account plan. Not all features are available to all account plans. For questions or more information about your account plan, review you account plan or contact your Account Manager. There are several methods for implementing the options in the Features section: • • • • Checkbox: Select or clear the checkbox to enable or disable the option. If a feature is enabled for your account, you can typically disable it by clearing the box. List: A dropdown list used to select how the option is enabled for your account. Text/Data Field: An editable text or data field allowing you to customize the setting for your account. Link: A link to a page where the option settings for your account are modified and saved.

All of the options, along with how they are implemented, are described below:

Sending and Signing Options
Sequential Signing UI (Checkbox) – When selected a user can define the routing order of recipients while sending documents for signature. In Person Signing (Checkbox) – When selected, this option enables the signing host function. This option removes the requirement for a signer to have access to their email by using a signing host, with a DocuSign account, to facilitate the signing process. In Person Signer ID Question (Text Field) – The text field provides a space to type a question that an In Person signing host uses to collect personal information from the recipient. The response to this question is saved and viewable in the Certificate associated with the envelope. Default Account Time Zone (List) – This option selects the default time zone to be used in the User Interface display. A member of the account can set their own time zone preference to override the account default if the Allow account member to set their own unique time zone option (see below) is active. Time zone used for API (List) – This option selects the default time zone used for DocuSign API operations. Format for Date Signed (List) – This option selects the format applied to the Date Signed tags. If the signer does not have a DocuSign account, the format used is set by the sender’s account and the time zone used is set by the sender’s settings (if the sender can set a unique time zone, that time zone used). If the signer has a DocuSign account, the format used is determined by the signer’s account settings. In all cases, a time zone abbreviation is shown; see the Time Zone Abbreviations section for time zone abbreviations and UTC offsets. Note: The Certificate of Completion shows the sender’s format and time zone. The History view shows the account’s format and time zone.

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Account Administration Reference Guide 16 Allow account member to set their own unique time zone (Checkbox) – When selected, account users can set their own personal time zone, which can be different that the default account time zone. Enable watermark for in-process documents (Checkbox and Link) – When selected a watermark is displayed on envelopes that are printed by a recipient before the signing process is completed. The link is used to configure and preview the watermark. See the Using the Watermark Feature quick start guide for more information about configuring the watermark. Signer Attachments (Checkbox) – When selected a user can add requests for attachments from signers while sending documents. Allow Multiple Signer Attachments (Checkbox) – When selected a user can add multiple requests for attachments from signers while sending documents. Concatenate Signer Attachment Documents to the Parent Document (Checkbox) – When selected when signers add attachments, the documents are linked to the document with the Signer Attachment tag. Allow Markup (Checkbox) – When selected a user can choose to allow recipients to edit envelope data using the Document Markup feature. See the Using the Document Markup Feature quick start guide or the DocuSign Service User Guide for more information about Document Markup. Bulk Recipient (Checkbox) – When selected the account is eligible to use the Bulk Recipient feature. This option must also be enabled for individual users to allow them to use the feature. Enable Payment Processing (Checkbox and Link) – When selected, this enables the Payment Processing feature for the account. The link provides access to the Payment Processing through PayPal™ set up page, where the associated PayPal account information is entered. See the Using the Payment Processing Feature quick start guide or DocuSign Service User Guide for more information. To add payment processing information: IMPORTANT: The Enable Secure Token setting for your PayPal account must be set to Yes. See Enabling the Secure Token Setting for more information. We also recommend that your use PayPal page Layout C with your account. See Recommended Page Layout Setting for more information. 1. Click the Enable Payment Processing link to go to the Payment Processing through PayPal Set Up page. Note: You must have a PayPal Payments Advanced, PayPal Payments Pro, Payflow Pro or Payflow Link account to use this feature. Even if Enable Payment Processing is selected, the feature is not fully enabled until the PayPal Merchant account information is entered.

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Account Administration Reference Guide 17 2. Provide the following information for your PayPal Advanced account: • • • • • User Name: Type the User name associated with the account. This is the same as User on the PayPal Manager Login. Password/Confirm Password: Type and then confirm the password associated with the PayPal Advanced Merchant account. Vendor: Type your Vendor name. This is the same as Merchant Login on the PayPal Manager Login. Partner: Type the partner name for the account. This is the same as Partner on the PayPal Manager Login. Currency: Select the currency type used for PayPal transactions with your account. Note: If you change the Currency type, the change will affect any envelopes that have not been completed. 3. Click Save to save your PayPal account information. Enable Calculated Fields (Checkbox) – When selected, senders can add Formula tags to documents. The Formula tags allow the sender to enter a formula that uses data from other tags in an envelope or template to calculate a final value for the Formula tag. See the Using the Calculated Fields Feature quick start guide or the DocuSign Service User Guide for more information. Enable Send to Certified Delivery (Checkbox) – When selected, senders are able to use the Acknowledge receipt Recipient Action. With this Recipient Action the recipient must receive the completed documents for the envelope to be completed, but the recipient does not need to sign, initial, date or add information to any of the documents. This option requires that the Sequential Signing UI option is enabled. Enable Send To Manage (Agent recipient type) (Checkbox) – When selected this option enables the Send to Manage feature allowing users to use the Address recipients Recipient Action in envelopes. This option requires that the Sequential Signing UI option is enabled. See the Using Agent Managed Envelopes quick start guide or the DocuSign Service User Guide for more information. Enable Send To Manage (Editor recipient type) (Checkbox) – When selected this option enables the Send to Manage feature allowing users to use the Manage envelope Recipient Action in envelopes. This option requires that the Sequential Signing UI option is enabled. See the Using Agent Managed Envelopes quick start guide or the DocuSign Service User Guide for more information. Enable Send To Manage (Intermediary recipient type) (Checkbox) – When selected this option enables the Send to Manage feature allowing users to use the Manage signers Recipient Action in envelopes. This option requires that the Sequential Signing UI option is enabled. See the Using the Intermediary Recipient Feature quick start guide or the DocuSign Service User Guide for more information. Sign on paper (Checkbox) – When selected a user can enable signers to sign on paper as an option to signing electronically. See the Allowing Recipients to Sign On Paper quick start guide or the DocuSign Service User Guide for more information. Sign on paper user override (Checkbox) – When selected this option allows users to override the default account setting for the Sign on Paper option. The user must also have the Signing on Paper Override option in the Permissions section enabled to use this option.

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Account Administration Reference Guide 18 Signers can reassign envelopes (Checkbox) – When selected this option allows a recipient to redirect an envelope to a more appropriate recipient. Allow override of reassign by sender (Checkbox) – When selected this option allows a sender to decide if a recipient can redirect an envelope to a more appropriate recipient. Signer Login Requirements (List) – This option selects the Login requirements for the signer. There are three possible selections: • • • Not required to login: A registered signer can access the envelope without logging in to the DocuSign system. Required to login: If the signer has an account in the DocuSign system they must login to their account to sign their document. Must have an account: The sender cannot send an envelope to anyone who does not have an account in the DocuSign system.

Signer can sign on a mobile device (Checkbox) – When selected this option allows a signer to use the Designed for Mobile signing interface to sign documents from a mobile device. Signing auto-navigation rule (List) – This option selects the navigation policy for recipients for initial navigation through a document. Subsequent navigation will use the Navigate all fields rule. This option is also referred to as SmartNav™. There are seven possible selections: • • • • Navigate required fields: The initial navigation moves to the next blank or filled-in required field. Optional fields are skipped. Subsequent navigation will use the Navigate all fields rule. Navigate blank required fields: The initial navigation moves to the next blank required field. Subsequent navigation will use the Navigate all fields rule. Navigate all fields: The initial and subsequent navigation moves to the next required or optional field. Page Only: There is no automatic navigation to the next field. The signer must manually navigate through the document. The signer can scroll through the document, click the Next arrow, or use the document map on the right side of the browser to go to specific pages in the document. Subsequent navigation will use the Navigate all fields rule. Page then Navigate required fields: The initial navigation goes to the top of the next page and then moves to the next blank or filled-in required field on the page. If there are no required fields on the page, the navigation stops at the top of the page and shows the Next arrow. Subsequent navigation will use the Navigate all fields rule. Page then Navigate blank required fields: The initial navigation goes to the top of the next page and then moves to the next blank required field on the page. If there are no blank required fields on the page, the navigation stops at the top of the page and shows the Next arrow. Subsequent navigation will use the Navigate all fields rule. Page then Navigate all fields: The initial navigation goes to the top of the next page and then moves to the next required or optional field page. If there are no required or optional fields on the page, the navigation stops at the top of the page and shows the Next arrow. Subsequent navigation will use the Navigate all fields rule.

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Signer auto-navigation override (Checkbox) – When selected this option allows senders to disable the recipient signing auto-navigation feature for envelopes they send.
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Account Administration Reference Guide 19 Signer can create account (Checkbox) – When selected this option allows a signer to create a DocuSign account to store their signed documents. Attach documents to completed envelope email (Checkbox) – When selected the envelope documents are included as a PDF file attachment to the completed email that is sent to senders and signers. This is non-secure email. Enabling this option is not recommended if documents will carry personal private information. Display SecureField initial value to all recipients (Checkbox) – When selected the initial value of the tags for all recipients is written to the document when sent. Attach Certificate of Completion to the Envelope PDF (Checkbox) – When selected if the envelope documents are downloaded into one PDF, the Certificate of Completion is appended to the end of the file. Suppress Email to Embedded Signers (Checkbox) – When selected an email completion notice is not sent to embedded signers when envelope signing is completed. This option is only used with the embedded signing function of the DocuSign API and cannot be selected if the Use Envelope Complete Email for (non-suppressed) Embedded Signers option is selected. Use Envelope Complete Email for (non-suppressed) Embedded Signers (Checkbox) - When selected an email completion notice is sent to embedded signers when envelope signing is completed. This option is only used with the embedded signing function of the DocuSign API. Allow Conditional SecureFields (Checkbox) – When selected the conditional tags (SecureFields) option is enabled for the account. See the Using Conditional Fields quick start guide or the DocuSign Service User Guide for more information about Conditional tags. Require Decline Reasons (Checkbox) – When selected this option requires recipients to provide a reason for why they are declining an envelope. Allow Sign a Document from Home Page (Checkbox) - When selected this option adds the Sign A Document Now button to the Home page for all account users. Transfer Envelope Custody (Link) – This link provides access to the Transfer Envelopes page. The Transfer Envelopes page is used to set up automatic envelope transfer rules and to transfer envelopes between account users. See the Transferring Envelopes quick start guide for more information about transferring envelopes.

Manage Account Options
Email Notifications (Link) – This option sets the default email notifications for new account users and for API envelope recipients that create a DocuSign account after signing. The notifications alert the user to envelope actions and other information regarding envelopes. To control the notifications, select which user type you want to set notifications for, select the settings and then save the information. Users can modify their email notification settings in their own Preferences. Password strength (Link) – This option sets the password strength policy for account users. To set the password strength policy: 1. Click the link to go to the Password Strength Settings page

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Account Administration Reference Guide 20

2. Select the Password Strength for the account. • • Basic – The minimum password length is 6 characters with no other requirements. To have the password expire, select Expiration and type the number of days until the password expires. Medium – The minimum password length 7 characters and must have one uppercase letter, one lowercase letter, and one number or special character. To have the password expire, select Expiration and type the number of days until the password expires. Strong – The minimum password length 9 characters and must have one uppercase letter, one lowercase letter, one number, and one special character. To have the password expire, select Expiration and type the number of days until the password expires. Custom – This selection lets you customize your password settings. To have the password expire, select Expiration and type the number of days until the password expires. Set the Minimum Password Length (6 to 15 characters) for user passwords. Set Minimum Password Age (0 or more days) for a password. Set the Lockout Duration time in minutes or Until Unlocked by an Administrator. Select if uppercase, lowercase, number and/or special characters are needed in the user password. Finally, select the number of Password Questions Required (0 to 4) to confirm a user’s identity when a user needs to reset their password.

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3. Click Save to save your password strength settings. Trusted IP addresses (Link) – This option is used to limit account logins to a range of specified IP (internet protocol) addresses. To set the Trusted IP Addresses: 1. Click the link to go to the Manage Trusted Login IP Addresses page.

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Account Administration Reference Guide 21 2. Type the IP addresses that will have access to your account. Different IP addresses must be separated by a semi-colon (;). An asterisk (*) can be used as a wild card in the address. 3. Click Save to save the trusted IP address information. Account Branding (Link) – This option can be enabled by your Account Manager. When enabled this option is used to set look and feel of the console sending and signing views and the emails from your account by changing the colors, logo and text for your account. See the Branding Your DocuSign Account quick start guide for more information. Document Retention (Link) – This option is used to set the number of days that documents in completed, declined and voided envelopes are retained. You are not required to set a retention date, in which case documents are retained indefinitely. When the retention date setting is reached, the envelope documents are placed in a purge queue for deletion in 14 days. A warning email notification is sent to the sender and recipients associated with the envelope notifying them that the envelope document will be deleted in 14 days and providing a link to the documents. Another email is sent 7 days later with the same message. At the end of the 14-day period, the envelope documents are deleted from the system. To set document retention information: 1. Click the link to go to the Document Retention Settings page

2. Type the number of days to retain documents from completed envelopes and click Next. 3. Confirm your document retention settings by typing “I agree” into the text field and then click Confirm. Signature Adoption Configuration (Link) – This option is used to set the signing options for the account. This includes the default signing modes, limiting signature styles for adopting a signature, locking a recipient’s name for signing and, for drawn signatures/initials, setting the minimum pixels required to adopt a signature. To set the signature adoption configuration options: 1. Click the link to go to the signature adoption configuration page.

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Account Administration Reference Guide 22

2. Select the default signing mode for standard signing and mobile signing. This mode sets the dialog box shown when a signer is adopting their signature or initials after clicking a Signature or Initial tab. Selecting Start on adopt shows the Adopt screen, with the different signature styles. Selecting Start on draw shows the Draw screen, where the signer draws their signature or initials. 3. Optionally, select Lock the recipient name to prevent the signer from changing their name when adopting a signature. Note: If this option is selected, a signer’s name can only be corrected by users with access to the Correct function for the envelope. 4. Optionally, select Disable write signature to disable the draw signature and initials option, even if the signer has a HTML5 browser. 5. Optionally, for the draw signature and initials option, set the minimum number of pixels required to adopt a signature or initials. 6. Optionally, you can select the signature styles available to signers. Clear the checkbox adjacent to the signature style to remove it from the list of available styles. Note: The Arial Unicode signature style cannot be removed from the list.

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Account Administration Reference Guide 23 7. Click Save to save the signature adoption configuration for your account. Session Timeout (mins) (Data Field) – This option sets the amount of idle activity time, in minutes, before a user is automatically logged out of the system. The minimum setting is 20 minutes and the maximum setting is 120 minutes. Envelope ID stamp control (Checkbox and Link) – When selected, this option allows account users to remove the Envelope ID from the envelope document margins. Senders can set this in the Message window when sending an envelope. The link sets the Envelope ID stamping default value for the account (either Remove Stamps or Stamp Pages). Consumer disclosure frequency (List) – This option determines how often a recipient is asked to accept the current Consumer Disclosure notice. There are two possible selections: • • Once: Recipients only need to accept the Consumer Disclosure the first time they do business electronically with the account. Always: Recipients must always accept the Consumer Disclosure notice.

Authentication Options
Note: Authentication requirements and expirations are specific to the use of the DocuSign thirdparty ID check services. Authenticate on return access to envelope (List) – This option determines when authentication checks are applied to envelope access. There are two possible selections: • • Initial Access: The authentication check only applies to the initial access of the envelope. Each Access: The authentication check applies to each attempt to access the envelope.

Authentication Required (List) – This option determines how authentication is configured for the account. There are three possible selections: • • • Always: Authentication checks are performed on every envelope. Never: Authentication checks are not performed on any envelopes. Optional: Authentication is configurable for each envelope.

Authentication Expiration XXXX and valid for XX days (List and Data Field) – This option determines when a users authentication with this account expires. • • • Always: The system does not take past-authentications into account. Never: If the last authentication for a user is valid, the user is required to authenticate again. Variable: If the authentication for a user is valid and within the “valid for XX days” value, the user is not required to authenticate again.

Authentication by Social ID (Checkbox) – When selected a Social ID provider, such as Facebook, Google, Salesforce, or LiveID, can be used to validate a recipient’s identity. Phone Authentication Preferences (Link) – This option sets the phone authentication preferences for the account. For more information about how Phone Authentication is used, see the Adding Signer Authentication quick start guide or the DocuSign Service User Guide. To set Phone Authentication Preferences:

Copyright © 2009-2012 DocuSign, Inc. All rights reserved.

Account Administration Reference Guide 24 1. Click the link to go to the Phone Authentication Preferences page.

2. Select the items that are set as the default options in the Authentication Steps dialog box for users of this account. • • Selecting Recipient-provided phone numbers sets the Recipient may enter a new phone number option in the Phone Authentication, Authentication Steps dialog box as selected. The Validate recipient provided phone numbers option is currently not used.

3. Click Save, to save your changes.

DocuSign API Options
Enable DocuSign API (Checkbox) – This option enables the DocuSign API for your account. DocuSign Connect (Checkbox and Link) – This option enables the Connect settings and the link lets you view and edit your Connect Service integration profile and settings and view your integration logs. The Connect Service enables the sending of real-time data updates, such as changes in envelope status, to external applications. For more information about setting up and using the Connect Service, see the DocuSign Connect Service Guide in the Developer’s Center section of the DocuSign website. Sequential Signing (API) (Checkbox) – This option enables users to define the routing order of recipients using the DocuSign Service while sending documents.

Advanced Options
DocuSign Desktop Client (Checkbox) – This option enables sending and managing envelopes from the DocuSign Desktop Client for your account. eVault (Checkbox and Link) – This option enables electronic document vaulting at eOriginal and the link lets you enter your credentials for the eOriginal system. The link also provides a way to view information about envelopes that failed to vault and to attempt to retry vaulting those envelopes. In session Landing pages (Checkbox and Link) – This option enables you to define custom landing pages for Embedded Signing recipients. A landing page is a webpage where the embedded signer is sent for different envelope events. Clicking the link takes you to the Embedded Signing Landing Pages page, where you can type the URLs for your custom landing pages.

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Account Administration Reference Guide 25

TransactionPoint (Checkbox) – This option enables documents and data to be sent to Transaction Point. PowerForms (Checkbox) – This option enables the ability for account users to create, manage, and download the PowerForms PDF documents. The user must also have the PowerForms or PowerForms Admin option in the Permissions section enabled to use PowerForms. Social ID Login (Link) – This option allows members of the account to use their Social ID credentials to log on the DocuSign console. Click on the link to see the list of Social ID credentials currently available for use with the DocuSign console. To enable the option, select Enable Social ID Login for this account and then click Save.