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Hi there,

I have a shared inbox set up for a group at my company. The method I used to set this up is they have a shared email that I share the envelop management with the members of the team.

 

BUT when I share templates to the shared email user in DocuSign, those templates do not show up for the users in the inbox. What are some troubleshooting steps I can take on this?

 

The workaround is to share the template with each individual user, but I would rather manage at a group level. Thank you!

  1. Define your group and its members.  https://support.docusign.com/s/document-item?language=en_US&bundleId=rrf1583359212854&topicId=tqe1583359188663.html&_LANG=enus
  1. Created a shared template folder.  https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=xry1643227563338&topicId=bfz1578456402250.html&_LANG=enus
  1. Share access for the folder to the group. https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=xry1643227563338&topicId=poy1578456398194.html&_LANG=enus

Hi there! I believe I have this all set up and the templates are still not sharing across.

 

I have the templates individually shared to the shared email which the users share their templates with.

I also have the folder where the templates are housed in shared tot the shared email.

 

Is there anything else I can try?

  1. Admin creates a user group called “Super Squad”. 
  2. Admin adds the users Tom, Debby, Harry, and SharedEmail to the “Super Squad” group. 
  3. Admin creates a shared folder “Super Squad Templates” and shares the folder to the group called “Super Squad” (not the specific users).
  4. SharedEmail user creates a template called “SharedTemplate” and moves it to the folder “Super Squad Templates”.
  5. Tom, Debby, and Harry can now go to their Templates tab, shared folders, Super Squad Templates folder, and inside is the “SharedTemplate” template for them to use.

Thank you! Just wanted to put the final issue here for future if anyone is looking at this thread for help. The mistake I made was sharing the template folder with the shared user/email instead of the group.

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