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Two at a time?

  • September 3, 2024
  • 2 replies
  • 14 views

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As the broker and admin of a real estate company, can my compliance officer be in my DocuSign reviewing files while I am in it creating a new form to sign and send?

 

Best answer by Hengfeng Ge

Typically, the envelope data between users within an account is completely isolated and cannot be viewed by others unless you share it with them.

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 First globally to pass DocuSign eSignature Technical Consultant certification
🚀 Expertise in DocuSign integrations with in-house systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

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2 replies

Hengfeng Ge
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  • Rising Star
  • 517 replies
  • Answer
  • September 3, 2024

Typically, the envelope data between users within an account is completely isolated and cannot be viewed by others unless you share it with them.

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 First globally to pass DocuSign eSignature Technical Consultant certification
🚀 Expertise in DocuSign integrations with in-house systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.


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  • Community Moderator
  • 2554 replies
  • September 17, 2024

Hello @sniehaus ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!