Purchasing More DocuSign Envelopes and KBAs

Overview

This article provides a basic overview of purchasing more Envelopes and KBAs for your SmartVault and DocuSign accounts. Find out more about DocuSign Envelopes and KBAs.

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 a signature from both spouses on their 8879 or e-file authorization form, you could effectively consume one envelope and two KBA signatures from your account.

Before Getting Started

Only Administrators on the account can purchase Envelopes and KBAs. You must have opened and integrated a DocuSign account through SmartVault using the following method: Create a DocuSign Account in SmartVault.

Purchasing Envelopes and KBAs

Identify the Billing System your account is in and follow the steps accordingly.

Legacy Billing System

Follow these steps if your account is in the legacy billing system:

  1. Sign in to the SmartVault Portal.
  2. Click the settings icon on the top right of the screen.
  3. Click Purchase E-Signature Addons under Manage Billing and Payment.
  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 the payment information on this page by clicking Click here to update your credit card information.
    DS_-_Envelopes_and_KBAs.png
New Billing System

Follow these steps if your account is in the new billing system:

  1. Sign in to the SmartVault Portal.
  2. Click on your initials on the top right and select Settings.
    Settings_option.png
  3. Under Manage Billing and Payment, click Billing.
    BillingSettings.png
  4. From the SmartVault Manage Subscriptions, click the box with your subscription information. 
    Billing_-_plan_box.png
  5. Click Edit Subscription.
    Billing_-_edit_subscription.png
  6. Click Add Addons.
    CB_-_Add_Addons_button.png
  7. Click on DocuSign KBA and/or DocuSign Envelopes to select and click Add
    CB_-_KBA_and_Envelopes.png
  8. Use the amount controls to adjust the quantity of KBA/Envelopes you need for your account.
    CB_-_DS_KBA_and_Envelopes_quantity.png
  9. Click Update Subscription to complete the purchase.
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