Purchasing More DocuSign Envelopes and KBAs

This article offers a comprehensive guide on purchasing more Envelopes and Knowledge-Based Authentications (KBAs) for your SmartVault and DocuSign accounts. You can look at the benefits and uses of DocuSign Envelopes and KBAs to enhance the security of your e-signature transactions.

Each document requiring a signature consumes one envelope. An envelope may or may not use KBA signature requests. Multiple KBAs can be consumed within a single envelope. For instance, when requesting signatures from both spouses on their 8879 or e-file authorization form, you could effectively consume one envelope and two KBA signatures from your account.

Important

You must be an Account Administrator to purchase Envelopes and KBAs.
You must have created and integrated a DocuSign account through SmartVault.

Purchasing Envelopes and KBAs

First, identify the Billing System your account is in and follow the steps for your billing system.

New Billing System

If your account is in the new billing system, follow these steps:

Sign in to the SmartVault Portal.
Click the initials at the top right corner of the page and select Settings.
Go to Account Settings>Manage Billing and Payment, then click Billing.
In SmartVault Manage Subscriptions, click the box containing your subscription information (account type, number of accounts, subscription price, guest user limit, and storage limit).
In Subscription Details, click Edit Subscription.
In Edit Subscription Details, click Add Addons.
In Add Addons, select DocuSign KBA and/or DocuSign Envelopes and click Add.
Use the amount controls to adjust the quantity of KBA/Envelopes you need for your account.
Click Update Subscription to complete the purchase.

Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon KB - Expand icon.png

in the bottom right corner to enlarge it.

Purchasing more DocuSign Envelopes and KBAs - New Billing.gif

Legacy Billing System

If your account is in the legacy billing system, follow these steps:

Sign in to the SmartVault Portal.
Click the initials at the top right corner of the page and select Settings.
Go to Account Settings>Manage Billing and Payment, then click Purchase E-Signature Addons.
Select the quantity for each item required, and click Purchase at the bottom of the page.
- You can only make purchases if you have a credit card on file.

Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon KB - Expand icon.png

in the bottom right corner to enlarge it.

Purchasing more DocuSign Envelopes and KBAs-Legacy_new.gif