Bulk Actions Log. DocuSign Guide

DocuSign Administrator Guide is a comprehensive guide for administrators who are responsible for managing the DocuSign account. It contains detailed information on account settings, users, groups, signing and sending, integrations, auditing and the DocuSign Part 11 Module. This guide will help you to understand the features and capabilities of DocuSign and guides you through the process of setting up and managing your account in an efficient way.

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New DocuSign Experience Administrator Guide 178

Bulk Actions Log

The bulk actions log provides an easy way for administrators to track different bulk actions, such as uploading multiple users, envelope transfers, and publish envelope actions, for their account along with the progress and details of the actions.

To view the Bulk Actions Log, in DocuSign Admin, click Bulk Actions.

The view shows a list of bulk actions for your account. The type of action summary of the action, status, the name of the administrator that initiated the action, and the date of the action are listed.

When an action is complete, you can click Details, in the Summary, to review the information associated with the action and download a copy of the comma separated value (CSV) file with the information for the action. The Details information can include any error messages associated with the action.

You can also download the CSV file without reviewing any of the details.

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New DocuSign Experience Administrator Guide 179

DocuSign Part 11 Module Overview

DocuSign has partnered with industry experts to deliver transactions which meet the United

States Federal Food and Drug Administration (FDA) regulations. DocuSign's Part 11 module contains industry-designed capabilities that include: l

Pre-packaged account configuration l

Signature-level credentialing l

Signature-level Signing Reason l

Signature manifestation (Printed Name, Time Stamp, and Signature Reason) l

Detailed audit trail l

Tamper-evident digital seal using open PKI standards

DocuSign's Part 11 module enables customers to maintain compliance with national and international standards. DocuSign provides a high availability, high-security, and highly customizable solution which provides both electronic and digital signature (PKI) capabilities.

The module is configured in a standards compliant manner, allowing customers to benefit from efficiencies and cost-savings afforded by maintaining a digital process provides while ensuring compliance with standards in a systematic and controlled manner.

This section provides information about the account settings used by the DocuSign Part 11 module, which is designed to assist in compliance with FDA Title 21 of the Code of Federal

Regulations (CFR), Part 11. This guide also provides information about customer responsibilities for compliance; however these are only suggestions for the DocuSign portion of the 21 CFR Part

11 technology solution. Full compliance with 21 CFR Part 11 cannot be achieved with technology alone; it can be achieved through technology coupled with policies and procedures to ensure compliance. THIS INFORMATION IS NOT OFFERED AS LEGAL ADVICE.

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Key features

Account settings
Users, groups, and permission sets
Signing and sending options
Connect configurations and API integration keys
Audit log for the account
DocuSign Part 11 Module

Frequently asked questions

You can access DocuSign Admin from the New DocuSign Experience by selecting the Go to Admin link in the account settings drop-down menu. You can also access it directly by going to https://admin.docusign.com.

The DocuSign Admin web application is divided into several sections: Accessing DocuSign Admin, Account, Single Sign On Overview, Users and Groups, Signing and Sending, Integrations, Auditing, and DocuSign Part 11 Module.

In Account settings, you can manage account billing and usage, profile, security, regional, and branding settings.

In DocuSign Admin, go to Security Settings, then click Document Retention. Clear the Always retain documents from completed envelopes check box and enter the number of days to retain documents from completed envelopes. You can also choose to remove metadata, including DocuSign fields, attachments, etc., from the system.

User questions

Mary F.

What is the maximum number of audit log events that can be exported at one time in a CSV file?

When exporting audit log events to a CSV file, the maximum number of events that can be exported at one time is limited to the number of rows displayed on the audit log page, which defaults to 100 events. To export more events, adjust the date range and then export to the CSV file.

Michael I.

How to configure digital signature adoption settings?

To configure signature adoption settings, go to Signing Settings in DocuSign Admin. Scroll to the Signature section and click Signature Adoption Configuration, where you can choose from three methods: draw, upload, or select a pre-defined style, and set your preferences.

Mary F.

What are agreement actions used for?

Agreement actions are used to track different bulk actions, such as uploading multiple users, envelope transfers, and publish envelope actions for an account. Administrators can view these actions in the Bulk Actions Log, which provides details on the type of action, status, administrator name, and date.