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Managing Document

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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)

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Alexandre.AugustoAnswer

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

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

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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

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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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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.