Two at a time?

2 replies
70 views
Translate All

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?

Admin Tools

Hengfeng GeAnswer

Hero

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.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

Hengfeng Ge

Answer

Hero

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.

Translate

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

N

nathaly.monge

Docusign Employee

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!

Translate

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.