How to share drafts/unsent docs with other users?

Forum|Forum|2 years ago
July 8, 2024
4 replies
551 views

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?

eSignature

Best answer by Lreddington

Thank you!!

JohnSantos

Guru

@Lreddington

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.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

L

Lreddington

AuthorAnswer

New Voice

Thank you!!

C

cblackst

New Voice

@JohnSantos,

how do you set the draft folder to shared access? I don’t have admin rights to set the share settings, but I’d like to pass the info on to my IT team - they’ve been able to share my folders out to my coworkers with the exception of the draft folder

JohnSantos

Guru

@cblackst

You can follow this information about Envelope Sharing Between Account Users.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

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