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Can envelopes be sent confidentially despite shared access?

Forum|Forum|2 years ago
February 14, 2024
6 replies
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When it comes to e-signing of confidential documents (e.g. Human Ressources documents), can envelopes be sent confidentially despite shared access?

eSignature

Best answer by Christopher.Alpizar

Hello @Petra Kuhn,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience that this might cause you, I understand you want to know if when using the shared access feature the user has the option to send the envelopes in confidentiality

Currently, shared access grants the users access to all of the documents and envelopes, there is no option to limit which documents the users have access or not.

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Christopher.Alpizar

Answer

Docusign Employee

Hello @Petra Kuhn,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience that this might cause you, I understand you want to know if when using the shared access feature the user has the option to send the envelopes in confidentiality

Currently, shared access grants the users access to all of the documents and envelopes, there is no option to limit which documents the users have access or not.

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Christopher.Alpizar

Docusign Employee

Hi @Petra Kuhn,

I hope you are doing well.

I would like to confirm if the information that was provided was useful.

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, 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

"Select as Best" below if you find the answer a valid solution to your issue.

O

Oli.M

Active Voice

Hi @Christopher.Alpizar

Thank you for your comment.

I’m the Admin of one account.

You explained : “Currently, shared access grants the users access to all of the documents and envelopes, there is no option to limit which documents the users have access or not.

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. “

Which options do you refer that I can check if we have them

Thank you

C

Christopher.Alpizar

Docusign Employee

Hello @Oli.M,

Thank you for reaching out here, I appreciate you bringing your question to this Community.

We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that you want to view what features are available per plan.

I am more than glad to assist you with this, you can view the feature list at https://ecom.docusign.com/plans-and-pricing/esignature, you will need to toggle the dropdown option called "Show all features"

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

O

Oli.M

Active Voice

Thank you Christopher, but i need more support as I’m using an Enhanced Plans.

I will contact the support team directly

Best regards

C

Christopher.Alpizar

Docusign Employee

Hello @Oli.M,

I hope you are doing well, if you’re not able to open a Customer Support case via the above link, you can find below the available phone numbers to contact Customer Support:

Please see the following announcement regarding important changes to
Docusign Live Inbound Phone Support:
https://support.docusign.com/s/articles/Upcoming-Changes-to-Live-Inbound-
Phone-Support?language=en_US

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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