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Question

Shared Access - Unable to see envelopes for user

  • February 20, 2025
  • 2 replies
  • 37 views

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I am the DocuSign Admin for our company. I set up Shared access for team leaders using the setting “Allow to send on behalf”. The team leader is able to access the user’s Inbox, Sent, Completed folders but there are no envelopes visible. I am able to see there are envelopes for the shared user’s account.  Is there a setting I am missing for this issue?

 

We have looked at the filters and that is not the issue

2 replies

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  • Author
  • Newcomer
  • 1 reply
  • February 20, 2025

I actually think I answered my own question, looks like the user was accessing the legacy envelope sharing instead of the shared access. 


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Hello ​@Jen V,

I hope you are doing well. It appears that you were able to solve your issue. Favor, may you please mark your answer as the "Best Answer " by clicking “Select as Best”.  It helps other community members who might have similar questions. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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