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Purchase More DocuSign Envelopes and KBAs

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Overview

This page will give you a basic overview of how to purchase more Envelopes and KBAs to use with your SmartVault and DocuSign account.  Click here if you would like more information on Envelopes and KBAs,


Please Note:  You must have opened and integrated a DocuSign account through SmartVault using the method indicated here:
 

Steps

  1. Log in to your SmartVault account through the SmartVault Portal.
     
  2. In the Portal Dashboard View: (If your view looks different, click here)
     
    • click on the Dashboard - Account Settings or Gear Icon (22x23).png icon near the top right corner of the webpage to get to your Account Settings
       
  3. Click on Purchase E-Signature Addons in the left column under Manage Billing and Payment.

    Dashboard - Purchase E-Signature Addons.png
     
  4. Select the quantity for each item required, and click Purchase at the bottom of the page.
     
    • You will not be able to make any purchases if you do not have a credit card on file.
    • You can update payment information on this page by clicking on "Click here to update your credit card information".
    • Only Administrators on the account will be able to purchase Envelopes and KBAs

Considerations

Each document used to request a signature must consume an envelope. Any envelope may or may not use KBA signature requests.You can have multiple KBAs consumed in one envelope. For example, if requesting signature from both spouses on their 8879 or e-file authorization form, you could effectively consume 1 envelope and 2 KBA signatures from your account. Click here to learn more about DocuSign Envelopes and KBAs.

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