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Question

Sharing inactive user's envelopes

  • 15 August 2024
  • 4 replies
  • 27 views

Hi,

Is there a way to share an inactive user’s envelopes?  

Thanks,

Amy

@APoon 

Shared access only works for active users by design, but you can transfer the envelopes:

If you need to share access to envelopes of a closed user, you can transfer the envelopes to yourself or to another active user and then access the envelopes. For more information, see Transfer Envelopes and Templates Between Users.


@APoon 

Yes, you can follow this process to Share users' envelopes. Envelope Sharing Between Account Users (docusign.com)


@Michael.Rave - thank you for the info.  I tried sharing a inactive user’s envelopes but it won’t save, and I know I can transfer the inactive user’s envelopes to another user.  Thought I checked to see.

 

@JohnSantos - thank you for the document. I had reviewed the information but it didn’t mention that one cannot share envelopes access for inactive users.  

 

Thank you both for your input!


Hello @APoon ,

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Best regards,

Nathaly | Docusign Community Moderator
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