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Default Identity Check for Docusign E-Sign

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Josh L.
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Overview

Set a default identity check method for all DocuSign e-signature workflows. This setting applies to all recipients unless a user overrides it during setup.

Prerequisites

  • DocuSign is selected as your e-sign vendor
  • Parent Admin access

Step-by-Step Instructions

  1. Go to App Settings.
  2. Select E-Sign Settings.
  3. Open DocuSign Properties.
  4. Find Default Identity Check Method.
  5. Choose a value from the dropdown:
    • No Identity Check
    • ID Check
    • SMS (Text)
    • Phone
    • Live ID
    • Facebook
    • LinkedIn
    • Google
    • Salesforce
    • Twitter
    • Yahoo
    • OpenID
    • None (no default)
  6. Click Save.

Notes:

  • This field appears only when DocuSign is the active e-sign vendor.
  • If DocuSign is not configured, the field is disabled with a message: “This setting is only available when DocuSign is your configured e-sign vendor.”
  • Only Parent Admins edit this setting. 
  • Users cannot change the default method, but can override it on the E-Sign screen if needed. 

How the Default Is Used

  • All recipients in e-sign workflows receive this identity check by default.
  • Users can override the method per recipient during setup.
  • When adding a new recipient, the system assigns the default automatically.
  • If the selected method is not supported in your DocuSign account, the system falls back to None.

Troubleshooting

Field is disabled

  • Confirm DocuSign is set as the e-sign vendor.

Cannot edit the setting

  • Confirm you have Parent Admin access.

Method missing from dropdown

  • DocuSign controls available identity checks. Contact your DocuSign admin to enable more options.

Recipients show no identity check

  • The selected default is not supported. The system uses None in this case.

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