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Envelope signee restriction

  • March 21, 2024
  • 2 replies
  • 37 views
L
Newcomer
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Hi! 

How can I as an Administrator restrict a signer of former envelopes to view them going forward? 

Retention policy is not defined. 

Best answer by David.Schmitz

@Lars Hansen Typically the removal of access for a User is designated by closing the User in the DocuSign Account.  This restricts login access and any envelope access via the DocuSign interface.  They may still have the completion notifications and attachments but no access to the Inbox or Sent, or other folders if their user is closed.

2 replies

D
Hero
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  • David.SchmitzHero
  • Hero
  • 557 replies
  • Answer
  • March 21, 2024

@Lars Hansen Typically the removal of access for a User is designated by closing the User in the DocuSign Account.  This restricts login access and any envelope access via the DocuSign interface.  They may still have the completion notifications and attachments but no access to the Inbox or Sent, or other folders if their user is closed.

A
Community Moderator
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  • Alejandro.RamosCommunity Moderator
  • Community Moderator
  • 2070 replies
  • April 5, 2024

Hi @Lars Hansen,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | DocuSign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 


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