Skip to main content

If I add someone as “Allow to Edit” manager, does this person need to open and acknowledge the envelope? I added my colleague as “Allow to Edit” at the end of the workflow, but because this person did not “open” the envelope, the entire thing was voided. I was under the impression that “Allow to Edit” just gives someone the ability to edit the envelope on behalf of the requester in case of need.

@jslee 

Yes, the “Allow to Edit” role requires the person to log into Docusign eSignature. They can complete the action without changing anything or they are able to edit the envelope if needed.

For giving sometone the ability to edit the envelope on behalf of someone else, please review Shared Access.

You can reference this document when use allow to edit:

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gav1643676262430&topicId=iya1578456302629.html&_LANG=enus

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 First globally to pass DocuSign eSignature Technical Consultant certification
🚀 Expertise in DocuSign integrations with in-house systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

​Hi @jslee,

 

I hope you are doing well.

I would like to confirm if you could solve your issue by utilizing the suggested solution?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

 

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

Thank you, Alejandro. Yes, your suggested solution was the answer I was looking for.

Reply


Code of Conduct