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Hi everyone - has anyone got any pointers on this issue i have. I as an admin - did shared access from one user account - adding in the secretary of the directory on the shared access area of the system.  However when the secretary logs into her docusign she cannot see any of the envelopes. Despite her being named in the directors profile as a shared access.

 

I chose the option for Allow to send on behalf of XXXXXXXXXXX in setting it up and have also removed and tried the option Allow to manage on behalf of XXXXXXXXXXXXX however with neither option does the secretary have the visibility of the envelopes of the profile I chose the share access with others.

Have I missed something? Any advice would be great. thanks in advance.

Hello @SachaR ,

Welcome to the Docusign Community and thank you for posting your concerns!

Is the person to who you shared the envelopes with looking under their Agreements Tab > Shared Access dropdown?: Shared Envelope Folders

If they are, do they not see any names?

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello @SachaR ,

Are you able to provide the information that I previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
 

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