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Shared Access update

Forum|Forum|3 years ago
September 15, 2022
19 replies
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Are there any comms about why this has changed? My users think they're no longer able to view 'shared envelopes' but actually its how you view them thats changed and I haven't seen notes on why this change has been done. Links in other posts not working.

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Best answer by Community Expert

Hi,

Thank you for reaching out here in the DocuSign Community.

Shared Access' release date was made public back in July. By now the feature has been fully deployed and should be available in your account.

If your users have questions regarding how to navigate this new feature, you can refer them to the guide below:

https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=rdu1656546423934.html&_LANG=enus

In case you might be looking for steps on how to manage your user's access to each other's envelopes, you can find detailed steps on the process, here:

https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=wyw1660833684014.html&_LANG=enus

Remember that you are always welcome to create a case and have a Support Expert take a closer look at your setup.

https://support.docusign.com/en/contactSupport

If you are not able to open the case on the same page, you should scroll down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support.

Please click "Select as Best" below if you found the answer to be a valid solution to your issue!

Best regards,

Alejandro R.

Community Moderator.

Show previous replies

C

Community Member

Legacy User

One can infer from this thread that DocuSign did a poor job notifying the public and administrators this change was coming and certainly botched the deployment. What I'd like to know (and I didn't see it in the documentation) is if and when envelope sharing will be retired and we'll be forced to make this change. When you have a large group of users sharing envelopes among themselves, setting them all up is a painstaking process. It looks like Shared Access setup is equally painstaking. In my organization's case, we have the added wrinkle of custom code integrating with the DocuSign API to remove sharing settings when a user is deprovisioned. This code would have to be rewritten if envelope sharing were to be retired. Is it possible access to envelope sharing attributes would be removed from the API endpoint before the feature is sunsetted?

C

Community Member

Legacy User

Thanks Alejandro R., I hadn't seen the news regarding the release, I'll be sure to keep an eye out for the changes when they occur, is there a certain place I should be keeping an eye on for this?

C

Community Member

Legacy User

Agreed with Christopher.

Not to mention there's a functionality loss when switching to Shared Access. Things you could do with Shared Envelopes are locked behind and upgrade.

C

Community Member

Legacy User

Alejandro R.: The link is not working: https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=rdu1656546423934.html&_LANG=enus. What are people telling their end users?

C

Community Member

Legacy User

I agree with both Christopher and Brooks. My question, similar to Christopher. Why did the legacy access not migrate over to the new "version". We have over 10 accounts and within each there is multiple envelope sharing happening. Do I need to go into EVERY account and check every user to see who was sharing with who and then make all the changes manually?

C

Community Member

Legacy User

Discovered that until we renew our contract with DocuSign, we can still use the Shared Envelopes (legacy) option and retain the legacy functionality.

DocuSign Legacy

C

Community Member

Legacy User

Tania Penny, are you sure we'll lose this functionality upon renewal? That is a key detail that, if true, DocuSign needs to make clear to its customers. Is this something you were told in writing? Can you share with the rest of us what you were told?

C

Community Member

Legacy User

I found this chart in “Managing Envelopes for Senders” on the support site. For our company at least we would need to pay extra. You can see the difference if you use the Shared Access option to go to shared envelopes versus using the Shared Envelopes (Legacy) option. Our users are using the Shared Envelopes (Legacy) still. Hope that helps. [cid:image001.png@01D8CF5B.854FC240] [cid:image005.png@01D8CF5B.856D0E40] Tania Penny Senior Analyst, System Support SaskEnergy 800 – 1777 Victoria Ave | Regina, SK S4P 4K5 p. 306.777.9564 | c. 306.551.4979 tpenny@saskenergy.com | saskenergy.com

C

Community Member

Legacy User

@Tania Penny unfortunately your images didn't come through. Thanks for the attempt.

@Alejandro Ramos as this thread seems to have become a resource for confused/disgruntled DocuSign administrators, can you please state for the record:

If/when the legacy envelope sharing functionality will be retired for *all* customers
If the legacy envelope sharing functionality will be removed when a customer renews their contract as Tania suggested
If DocuSign is considering releasing a Shared Envelopes to Shared Access migration tool to simplify our lives?
If the DocuSign REST API will continue to support modifications to envelope sharing settings so long as the legacy functionality exists
If the DocuSign REST API exposes the new Shared Access functionality so that when we migrate to Shared Access we can continue to use the API to automatically remove sharing settings when we downgrade or close a user account

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