Hi @MahaDS90,
Welcome to the Docusign Community—we're grateful for your question and happy to share our knowledge!
I understand you're looking to access DocuSign agreements sent by your colleagues and view historical DocuSign records from other team members. I can certainly guide you through the available options.
Currently, there is no option to access envelopes of external users. However, for users within the same DocuSign account, there are several ways to manage access:
- Active Users: You can set up shared access to view envelopes of active users
Share Access with Other Users - Closed Users: To access envelopes from closed users, you can transfer their sent envelopes to yourself or to another active user
Transfer Envelopes and Templates Between Users.
To locate closed users, navigate to the Users page, go to the filter options, and select "closed" to display them. - Active and Closed Users: Administrator Reporting: you can run an envelope report, filter it by a specific user/s, and add "Subject" to the columns
Envelope Report.
Before running the report, an Administrator can open a Docusign Support case to request to enable "Links to Envelopes in Reports for Admins". This will create the Subject in the report, clickable hyperlinks that direct you to the individual envelope.
I hope you find this helpful. If yes, we would greatly appreciate it if you could give it a like and mark it as "Best Answer"
, to help other community members find trusted answers and follow similar steps.
Let us know if you have questions— we're here for you!
Sincerely,
Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like
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