Shared access

Forum|Forum|2 years ago
May 3, 2024
2 replies
146 views

why can’t my users see all envelopes under shared access? it seems only one envelope appears and nothing in history.

Best answer by JohnSantos

@JerryKennedy - There could be a couple of reasons why that is happening. First, make sure that those users are in the correct account. It is often a matter of having access to multiple accounts, and all they need to do is switch accounts. Switch Between Accounts (docusign.com)

There might be also a filtering option in DocuSign. If the envelopes are older than 6 months, you might need to adjust the settings. Using Filters (docusign.com)

JohnSantos

Answer

Guru

@JerryKennedy - There could be a couple of reasons why that is happening. First, make sure that those users are in the correct account. It is often a matter of having access to multiple accounts, and all they need to do is switch accounts. Switch Between Accounts (docusign.com)

There might be also a filtering option in DocuSign. If the envelopes are older than 6 months, you might need to adjust the settings. Using Filters (docusign.com)

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nathaly.monge

Docusign Employee

Hello @JerryKennedy ,

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