Purchasing User Addons
Individual users within an active agency account have the ability to purchase additional features and services, such as a DocuSign subscription, via User Addons.
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User Addons only apply to the user account that makes the purchase.
📝 Steps to purchase a User Addon:
Click on your
Account Details
in the bottom left corner.Select the
User Addons
tab.Click
Purchase
under the Actions column of the relevant addon.Review the terms and conditions for addon selected. Acceptance of terms and conditions for addon selected is required to continue.
Click
Next
.Select the desired addon.
Select Payment Option.
Agency Card - Used saved agency credit card.
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This option is only available to non-principal users if a principal user has enabled access in Account Details.
User Card - Add or use saved user-only credit card.
One Time Purchase - Enter credit card details as a once off purchase, card details will not be saved to user account.
If you would like your addon to be automatically renewed with your saved credit card, check the box labelled
Automatically renew this addon with my saved credit card
.note
Not available for One Time Purchase option.
Click
Purchase
.A tax invoice and any information relevant to your addon (such as activation links for DocuSign subscriptions) will be emailed to your user email.