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Passwords and User IDs

Q. How does the User ID and password get assigned for the DocuSend Portal?

A. Your User ID (email address) and temporary password will be assigned after you have uploaded and approved your first file. This information will appear on the final transaction page. You can log in to the portal and change your password as well as add additional users.

Q. How many User IDs are issued to each customer and can I add additional Users?

A. Initially, one User ID log-in and password is assigned to the email address listed when providing your payment information. You can add users in the DocuSend Portal.

Q. How do I change my password from what you provided to me?

A. Login to the DocuSend Portal using your User ID and password that we provided to you. Click on Admin and then click on Change Password. Enter the current password and then a new password. Re-enter the new password and click Change Password Now.

Q. Is the DocuSend for QuickBooks Online App easy to use?

A. Yes. Just launch the app and you're ready to go. It has a similar look and feel to QuickBooks Online.

Q. Is there a monthly service fee to use DocuSend?

A. No, there are no monthly minimums or contracts to sign. DocuSend charges one all-inclusive rate that includes printing, folding, inserting and mailing with first class postage. You also get access to a dashboard on the DocuSend Portal for tracking of all your mail activity as well six months of document image access in the Image Bank for viewing, reprinting and distribution.

Q. How do I know when my documents have been mailed?

A. All documents are printed and mailed by the next business day. Just log in to your personalized DocuSend Dashboard. It's included at no extra cost.

Q. Can I add an insert?

A. Yes, you can add a generic letter-size flyer, announcement, advertisement, coupon or notice to your DocuSend mailing. It's a cost-effective way to get important information out to your customers. Just click the "Upload a PDF Insert" button.


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