Dear all,
I have 5 departments (5 different groups) managed under the same account.
All the senders from the same group shared their envelopes between themselves.
Is it possible for the Department Managers to have a view on all the envelopes sent from the same sender’s group instead of per sender ?
Thank you
olivier
At this point in time DocuSign only supports shared access based on an individual basis and not on groups.
The following DocuSign Support Article has more details: https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=ddd1660785625415.html&_LANG=enus
You may want to set up a shared mailbox for an department as an additional user account and leverage the custody transfer functionality to transfer ownership to that user. Then set up shared access with the Department Manager, who then will be able to see all envelope within that shared account instead of having to switch between the different DocuSign users of his department.
The following DocuSign Support Article may be useful: https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=pik1583277475390&topicId=xqx1583277378404.html&_LANG=enus
Hello
If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
