Managing Document

Forum|Forum|2 years ago
April 22, 2024
2 replies
80 views

Hi All,

Is there any way to manage the documents on-behalf of users as an admin. For Example ( changing recipients, send reminder. and track a workflow)

eSignature

Best answer by Alexandre.Augusto

Hello, @Tareq Jlajo

Welcome to the Docusign Community!

You can do this using the Shared Access option.

See the details about How To in this article:

Manage Shared Access to Envelopes

https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=imk1656607611659.html&_LANG=enus

I hope that helps!

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Tareq Jlajo

Welcome to the Docusign Community!

You can do this using the Shared Access option.

See the details about How To in this article:

Manage Shared Access to Envelopes

https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=imk1656607611659.html&_LANG=enus

I hope that helps!

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

C

Christopher.Alpizar

Docusign Employee

Hi @Tareq Jlajo,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

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,

Christopher | Docusign Community Moderator

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

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