Hi,
Is there a way to share an inactive user’s envelopes?
Thanks,
Amy
Hi,
Is there a way to share an inactive user’s envelopes?
Thanks,
Amy
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.
Yes, you can follow this process to Share users' envelopes. Envelope Sharing Between Account Users (docusign.com)
Thank you both for your input!
Hello
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