Copy Envelope option gone

Question

Our Copy Envelope option is suddenly missing from any Agreements in Shared Access. It is still selected in Admin.

It seems I can copy a Completed or Voided envelope that I sent, but nothing else. Is that the way this is set up now?

Melanie.Panguito · Accepted Answer

Hello ​@Zoe Bee—glad you checked back in!May you please review the shared access permissions? When someone is viewing agreements through shared access, they need to have the “Allow to Send” permission for the Copy button to show up. If they only have Edit or Manage permissions, the Copy option won’t appear. For reference:Shared Access to EnvelopesReview Your Shared Access PermissionsLet us know if you have questions—we've got you!Sincerely,Melanie| Docusign Community ModeratorIf this helped, feel free to Like👍and click "Best Answer"

Melanie.Panguito · Answer

Hello ​@Zoe Bee,How are you? We'd like to knowif my previous responseaddressed your questions. If so, we hope you could considerselecting it asBest Answer✅,"so others can find it too.Otherwise, if you still require further assistance, please don't hesitate tolet us know. We are always happy to help!Sincerely,Melanie| Docusign Community Moderator

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