About This Document:
This document details the steps required to update your email in DocuSign (for POB)
Prerequisites:
This procedure requires that the AkkenCloud Administrator account has the following prerequisites:
- HRM Access (admin)
- DocuSign login (each employee will need this)
- POB Management Access (admin)
- Each Employee's new DocuSign password
Step 1: Check HRM > Employee Management (Admin step)
- Open the users 'Employee Management' profile and update the primary email address or verify that it has already been updated.
Step 2: Go To DocuSign (Employee step)
- Each employee (EE) will need to log into DocuSign to update their email address
- Login with your old email address
- Reset your password if you do not remember it
- This will be the only time an EE needs to log into DS
- Make sure the new email address is typed exactly correct
Step 3: DocuSign (Employee step)
- Go to My Profile, typically by clicking your initials in the upper right-hand corner or click the DocuSign logo in top left corner
- Go to the Email Address section of your profile and click the Update button to the lower right
Be sure pop ups for domain akkencloud.com are not blocked in your browser
- A pop-up box will appear
- Type in your old email and New Email - Make sure the new email address is typed exactly correct
- Press Send Code
- Check your new email box for the Code
- Retreive the Code and type/paste it into the Update Email pop up box
Step 4: POB Management (Admin step)
- Go to Admin > Integrated Services > POB Management
- Obtain the new password from the employee
- Locate the employee name
- Check the box to the left of the employee name
- Select the Update DocuSign Credentials button
- A pop up box will appear asking for the employee's new password
- Enter the new password and click Update and then OK in the next pop-up box
- Select the employee's name again
- Click Refresh, top left
- Verify the Connection Status has a green check mark and the user should be "Good To Go"
