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How to share drafts/unsent docs with other users?

  • July 8, 2024
  • 4 replies
  • 330 views

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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? 

Best answer by Lreddington

Thank you!! 

4 replies

JohnSantos
Guru
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  • Guru
  • July 8, 2024

@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.


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  • Author
  • New Voice
  • Answer
  • July 8, 2024

Thank you!! 


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  • New Voice
  • December 18, 2024

@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
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  • Guru
  • December 18, 2024

@cblackst 

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