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My detail tab is not filtering all of the data into my documents for my whole office. How do I change this on the admin side?

Hi @MikeOklahoma,

 

Welcome to the DocuSign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I am sorry to hear that you haven’t been able to share access to envelopes in your account, but I will share the steps to set this up.

 

If you are looking to allow users in your account to view each other’s envelopes, you will need to add them to each other’s Shared Access Users list in Settings>Users>Actions>Manage Shared Access.

 

For detailed steps on this process, see:

 

Share Access with Other Users

 

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic.  

 

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

 

Compare eSignature plans & pricing  

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using DocuSign, we hope you have a wonderful rest of your day! 

 

Best regards,

 

Alejandro R. | DocuSign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

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