Fourier IT Logo

One of the standout features of DocuSign is its robust collaboration capabilities, allowing colleagues to seamlessly work together within the platform. However, for effective collaboration, each participant requires a seat within the organisation’s DocuSign account.

What is a seat in DocuSign?

A DocuSign seat is a license granting a user access to log in to a DocuSign account and initiate transactions under their identity. The number of seat subscriptions determines the users’ access within the account during a specific subscription period.

Every purchased subscription seat includes a bonus pack of additional envelopes for sending transactions. Annual subscribers receive an extra 100 envelopes, while monthly subscribers receive 10 additional envelopes, based on their billing cycle.

What is a user?

A seat represents the license for accessing DocuSign, with users assigned to seats by the account administrator. The administrator determines user permissions and authority, ensuring proper allocation based on roles and responsibilities. This approach ensures that each team member has the necessary access levels for their tasks, optimising productivity while maintaining security and compliance standards.

What are the benefits of additional seats? 

Adding additional seats to your DocuSign subscription unlocks a range of valuable benefits.

Team access

Expanding the number of seats enables your teammates and colleagues to access DocuSign, fostering seamless collaboration and expediting document processing by empowering more individuals to initiate, sign, and manage documents.

Additional Administrators

You have the option to add extra administrators to oversee your DocuSign account, bolstering control and governance over document transactions.

Increased Envelope Capacity

Additional seats include bonus envelopes, guaranteeing sufficient envelope capacity for effective document sending, thus mitigating the risk of depletion.

Delegated Signing Authority

The availability of extra seats allows you to delegate signing authority to another user, streamlining signing processes and alleviating workflow bottlenecks.

Enhanced Security and Permissions

Seats offer enhanced security measures and permission sets, affording greater control over collaboration. You can refine document access, prioritising data security within your organisation.

Calculating your organisation’s seat needs

When assessing your required number of seats for your DocuSign account, it’s crucial to consider your envelope needs. An envelope in DocuSign signifies the mechanism through which users send documents for signature. The envelope allowance denotes the number of envelopes your organisation can dispatch for signature or transaction processing within a billing cycle.

Below are the envelope allowances for various DocuSign plans:

Standard and Business Pro Unlimited Envelopes Seats Monthly and Annual Plans

Do not have a specific allowance, but send volume is subject to our Reasonable Use Policy.

Standard and Business Pro Monthly Plans

Include a limit of up to 10 envelopes per user per month.

Standard and Business Pro Annual Plans

Permit up to 100 sent envelopes per user annually. Additional envelopes can be purchased by accessing Settings > Plan and Billing > CHANGE PLAN (admin privileges required). For assistance in selecting the most suitable plan, our Sales team is available to provide guidance.

eSignature Personal Plan

Allows for up to five envelopes per month. If additional envelopes are required, consider upgrading to a Standard or Business Pro plan, offering more envelopes and greater customization options.

It’s important to note that your envelope allowance can be augmented in a couple of ways:

Purchasing additional batches of envelopes

Should your organisation foresee surpassing its Envelope Allowance, you have the option to procure additional batches of envelopes via a Purchase Agreement with DocuSign.

Purchasing additional seats

Each supplementary seat appended to your subscription grants an additional one hundred envelopes, unless stated otherwise in the Order Form.

Understanding your envelope allowance and its alignment with your organisation’s requirements is essential to ensure seamless document processing and mitigate any unforeseen limitations. While envelope allowances may vary across plans, all plans are subject to DocuSign’s Reasonable Use Policy, with potential caps imposed on envelope allowances in case of abuse.

Determining the appropriate number of seats for your organisation is a crucial aspect of maximising DocuSign’s utility. Factors such as user count, transaction frequency, and growth projections should be considered to arrive at an accurate estimate. Given that DocuSign seat subscriptions typically span one year, meticulous planning helps prevent over- or under-provisioning of seats, thus optimising your investment.

How to add seats to your DocuSign web account

For Standard and Business Pro web plans, incorporating an additional seat into your DocuSign account is a simple procedure. However, users on the Personal plan must first upgrade to a Standard or Business Pro plan to access seat addition capabilities.

To add a seat to your plan, follow these three steps:

3. Click purchase

After specifying the seat quantity and entering payment details, click the purchase button at the bottom right corner of the window. Upon completion, return to the Seats & Users section, where your newly acquired seats will be available for immediate assignment.

2. Click Buy Seats

Located in the upper right corner of the Seats & Users section, find the “Buy Seats” button. Clicking this button will prompt a pop-up window where you can specify the number of seats you wish to purchase and provide payment details.

1. Navigate to Settings and select Users

From the Seats & Users page, gain insight into your subscribed seats, allocated but inactive seats, and unassigned seats. Additionally, manage seat reassignments and adjust seat permissions from this page.

How to assign a user to a seat

Once you have an open seat, it is time to add a user. Only admins can add users. To add a user, follow these steps:

  1. Go to Settings and select the Users tab on the left side of the screen. 
  2. In the Users section, click the Add User button at the top of the screen. 
  3. Enter the user’s email address, click next, and then enter their profile information, such as their name, preferred language, and any other information necessary for their user profile. 
  4. Once the user’s information is entered, there is an optional step of adding an access code for the user to enter when activating their account. This helps ensure a secure user sign up process. 
  5. Finally, you can designate which permission profile and optional group this user will be assigned to. This determines what authority the user has to manage other users, sign documents, and perform other tasks within the account.  
  6. Click the blue Add User button at the bottom of the form.
  7. For a step-by-step guide for adding a use and managing their profile, watch this video:

Let us contact you: