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can we create sub accounts under one account for different user in docusign so document uploaded by client of sub accounts client is only visible to them.

Basically 

The challenge is related to managing finalized DocuSign documents for multiple clients. Currently, all completed documents and notifications are sent to the main email address associated with the DocuSign account .

The goal is to find a solution that allows you to send these documents to different email addresses, depending on which client or account the documents are associated with. Instead of creating a separate DocuSign account for each client—which could be cumbersome and inefficient

These service accounts would enable you to direct finalized documents to the appropriate email addresses, thereby streamlining the process and enhancing organization without the need for multiple accounts. This approach would allow client to receives their relevant documents directly.

 

can contact the account team to create subaccount. but it is only for bill, other are seprate.

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Feel free to reach out for collaboration opportunities.

 


Hi @Vandit VI,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information 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, 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.


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