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Changing a shared contact

Forum|Forum|1 year ago
December 23, 2024
7 replies
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How do you change a shared contact within docusign? The account is through my company and the wrong email address was used for a vendor. How do I change it so that it doesn’t default to the wrong address?

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Best answer by JohnSantos

@KB1

Below are some general steps to update or remove an incorrect/shared contact in DocuSign so it no longer defaults to the wrong email address. Note that depending on your company’s account setup and permissions, you may need admin privileges or help from your DocuSign administrator to make these changes.

Go to Admin > Contacts (if you have admin rights) and find the incorrect shared contact.
Edit or Remove the contact to fix the email address.
Update Templates that use the old address (remove the old email, add the correct one).
Clear Personal Address Books in each user’s account to remove the wrong email.
Confirm by creating a new envelope to ensure the old address no longer appears.

JohnSantos

Answer

Guru

@KB1

Below are some general steps to update or remove an incorrect/shared contact in DocuSign so it no longer defaults to the wrong email address. Note that depending on your company’s account setup and permissions, you may need admin privileges or help from your DocuSign administrator to make these changes.

Go to Admin > Contacts (if you have admin rights) and find the incorrect shared contact.
Edit or Remove the contact to fix the email address.
Update Templates that use the old address (remove the old email, add the correct one).
Clear Personal Address Books in each user’s account to remove the wrong email.
Confirm by creating a new envelope to ensure the old address no longer appears.

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.

C

Christopher.Alpizar

Docusign Employee

Hi @KB1,

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.

C

Colin Fenwick

New Voice

If the ‘shared’ contact was set up by someone else in the company, only the ‘view’ option is available, not ‘edit’.

I’ve been given admin access but I’m still unable to edit shared contacts. Is there a work around?

J

Jenny.Martin

Community Moderator

Hello @Colin Fenwick,

I hope you’re doing well. Thank you for reaching out to the Docusign Community.

Please note that only the contact owner can edit or delete a shared contact. Users with shared access to a contact can only view and use the contact. Reference Article: Shared Contacts

You may need to reach out to the contact owner to make these changes.

I hope this information helps. Let me know if you have any questions.

Best regards,

Jenny | Docusign Community Moderator

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

C

Colin Fenwick

New Voice

This seems unnecessarily restrictive as in large companies there are many users so determining who created the contract isn't a simple matter. Also, employees leave the company so how are the contacts they have created, edited?

Having Admin authorisation should allow you to edit all contacts.

J

Jenny.Martin

Community Moderator

Hello @Colin Fenwick,

Thank you for your feedback; your concern is completely valid.

To clarify, when an employee leaves and their Docusign account is closed, any contacts they created and shared should no longer be visible to other users on the account.

Your suggestion to allow admins to manage shared contacts regardless of ownership makes a lot of sense and could help streamline workflows. I recommend that you submit this as a product suggestion/feature request on our dedicated ideas page (https://community.docusign.com/ideas), so our product team can review and consider it for future updates.

Should you require any additional assistance, feel free to reach out. Thank you!

Best regards,

Jenny | Docusign Community Moderator

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

J

Jenny.Martin

Community Moderator

Hello @Colin Fenwick,

How are you? Favor, if the solution provided helped you, cleared things up , or pointed you in the right direction, please click Best Answer ✅"so others can find it too.

Let us know if we can help with anything else. Wishing you a smooth rest of your day!

Regards,

Jenny | Docusign Community Moderator

If this helped, feel free to click "Best Answer"!

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