Is it possible to Share Access with other users, but designated certain envelopes as private/confidential?

Question

Looking to set-up Share Access for the team where the majority of envelopes can be shared.  However there are few envelopes that we would like to mark as private.  Is it possible to have both Share Access across users and also specially designate private envelopes?

David.Schmitz · Accepted Answer

@joybpetersThe option to keep certain envelopes or folders private under a User account does not exist currently within Shared Access. What I recommend is to create Service Accounts that are used as DocuSign Users, associated to Powerforms as the Sender or sent copies of certain envelopes, then sharing Users into this Service Account and keeping regularUsers private unless ALL there envelopes can be shared between two or more Users.

nathaly.monge · Answer

Hello @joybpeters,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.