I have been struggling with this for a while, and DocuSign was able to explain my problem but not how to fix it. I’m on the NA3 server, with the Shared Access feature turned on. The intent is that I review documents for my boss by opening her DS envelopes from Shared Access, running a quick comparison on them, and telling her “okay good to sign.”
If a document is sent on NA4 though, I can’t access it. Unfortunately, it seems like a good portion of the documents are sent from NA4 accounts.
Is there a way to move my NA3 account to the NA4 server? Or a way to guarantee someone else’s account will be on NA4?