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"From" changed to someone else

  • May 15, 2024
  • 4 replies
  • 100 views
JennK
Newcomer
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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.

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.

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

4 replies

D
Hero
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@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
Newcomer
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  • JennKNewcomer
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  • Newcomer
  • May 15, 2024

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
Hero
Forum|alt.badge.img+15

@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
Community Moderator
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Hi @JennK,

 

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