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Newcomer
August 21, 2026
Question

Shared Envelopes / Shared Templates

  • August 21, 2026
  • 2 replies
  • 26 views

Hello, 

On our company we are in the process of transitioning from accessing the documents using a general account where everyone can see everything to a single sign-on perspective.

The way we work is that we are separated into teams (markets) and we want people from the same team to have full visibility of envelopes and templates. This way, if someone is on holidays or leave, the other can access and manage their documents.

When it comes to Templates, this goal is easier to be achieved as we created groups and templates are visible within the users inside the group.

Now with Envelopes, we are having more difficulties. We tried the Shared Envelopes option but then if we need to search for a specific envelope, we need to do that for each person that we have access to - not ideal.

Imagine a scenario where we have employees A, B and C. Ideally:

> they are part of a group with shared visibility. If employee D joins, they are put on the same group

> they can see each others templates and envelopes at all times on the same page, without having to give visibility for each envelope/template created.

> if employee A is not available (leave/vacation), employees B and C can manage employee’s A envelopes/templates with the same level of accesses (resend, correct, void, etc.)

> if employee A is suddenly not available (leave/termination), employee B can get full ownership of employee’s A envelopes

> if employee B needs to search for an envelope created by another person from their team, B can search in one place and see matches from all other employees in the same page

Is it possible to achieve these needs?

Thank you!

2 replies

Community Moderator
August 25, 2026

Hello ​@fernanda.quadros 
Thank you for taking the time to explain your team's workflow and requirements clearly. I completely understand how important it is for team members to have seamless access to each other’s envelopes, especially when someone is on leave or no longer available.

At this time, the ability to automatically grant Shared Access to envelopes based on group membership is not yet available. However, there is already a feature request for this functionality: Shared Access- groups. I encourage you to visit the Ideas Dashboard and cast your vote for the request. Your vote and feedback can help our product team better understand the importance of this feature and how it could improve your team’s workflow.

We truly appreciate you sharing this use case with us and for your feedback as we continue working to improve the Docusign experience.

 

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"c

Community Moderator
September 3, 2026

Hello ​@fernanda.quadros 
How are you? We'd like to know if my previous response addressed your questions. If so, we hope you could consider selecting it as Best Answer ✅," so others can find it too.

Otherwise, if you still require further assistance, please don't hesitate to let us know. We are always happy to help!

 

Sincerely,

Ma. Cassandra | Docusign Community Moderator