"From" changed to someone else

Forum|Forum|2 years ago
May 15, 2024
4 replies
177 views

I created an “envelope” and sent it to my Clients. They had changes they needed made and when I went back to update it (“correct” it), it appears I’m no longer the creator of that “envelope.” Not sure what happened.

eSignature

Best answer by David.Schmitz

@JennK That narrows it down as only two types of Users should be able to re-assign the Ownership of an envelope and that would be a person who is your DocuSign Admin or has shared access to your envelopes with the proper permission level that can send on your behalf. Also possible if a Recipient was set to “Allow to Edit” they have the same permissions as the Sender but I have never tested that theory.

D

David.Schmitz

Hero

@JennK Do you still have access to the envelope under your Inbox or through Shared envelope/access or perhaps a notification. If not check with your DocuSign Admin who can find the envelope and provide the Envelope History on who made changes and potentially reassigned the envelope.

JennK

Author

Newcomer

Hi, thank you for your response. I went back to the signing and because I was one of the ‘signers’ -- I found I had four options: sign, move, history and delete. I looked at ‘history’ and I can see that when my client opened the signing and called me with questions, after that, a person (who I don’t know) transferred ownership of the envelope. Strange, huh?!

Jenn Klarman, e-PRO®, SRES®, AHWD®, REALTOR®

D

David.Schmitz

Answer

Hero

@JennK That narrows it down as only two types of Users should be able to re-assign the Ownership of an envelope and that would be a person who is your DocuSign Admin or has shared access to your envelopes with the proper permission level that can send on your behalf. Also possible if a Recipient was set to “Allow to Edit” they have the same permissions as the Sender but I have never tested that theory.

A

Alejandro.Ramos

Docusign Employee

Hi @JennK,

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