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Is "Allowed to Edit" manager required to open the envelope?

Forum|Forum|2 years ago
August 19, 2024
4 replies
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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.

eSignature

Best answer by Michael.Rave

@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.

Michael.Rave

Answer

Docusign Employee

@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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Hengfeng Ge

Hero

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

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A

Alejandro.Ramos

Docusign Employee

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!

J

jslee

Author

New Voice

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

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