Hello,
Our paralegals would like to be able to see each others drafts/prepped but unsent documents.
Beside sharing login info, is there a setting that would allow that?
Hello,
Our paralegals would like to be able to see each others drafts/prepped but unsent documents.
Beside sharing login info, is there a setting that would allow that?
Instead of sharing login info, you could use the Shared Access feature and share the user's access. This allows users to access envelopes on behalf of others, including their Drafts folder.
Thank you!!
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