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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?
Solved
How to share drafts/unsent docs with other users?
+18- Valued Contributor
- 959 replies
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.
+2- Newcomer
- 5 replies
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
+18- Valued Contributor
- 959 replies
You can follow this information about Envelope Sharing Between Account Users.
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