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Newcomer
June 12, 2024
Solved

Accessing envelopes of a previous sender

  • June 12, 2024
  • 2 replies
  • 412 views

Hello.  I have two former employees with closed access.  I need to access and review envelopes previously sent by them.  How can I access the past envelopes?

 

 

Best answer by JohnSantos

@Aisha.Stanton

You might need to share their envelopes with someone active at the company.   If you have already closed the users, you might not be able to do that.   You can try.   If you cannot, you can Reactive the user.  

After you reactivate and share the access, you can close the user again.   It will not affect the sharing.  You can also transfer ownership of any envelopes in transit, so you can track progress.

2 replies

JohnSantos
Guru
Guru
June 12, 2024

@Aisha.Stanton

You might need to share their envelopes with someone active at the company.   If you have already closed the users, you might not be able to do that.   You can try.   If you cannot, you can Reactive the user.  

After you reactivate and share the access, you can close the user again.   It will not affect the sharing.  You can also transfer ownership of any envelopes in transit, so you can track progress.

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Docusign Employee
June 26, 2024

Hi @Aisha.Stanton,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

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