If as a secretary you have several attorneys that you want to be able to send on their behalf, how do you do that?
Vicki
If as a secretary you have several attorneys that you want to be able to send on their behalf, how do you do that?
Vicki
Best answer by Alejandro.Ramos
Hi
Thank you for reaching out to the Docusign Community.
You could look into our Shared Access feature to solve this scenario. With Shared Access, an administrator can provide you with access to another user’s inbox, along with permission to send envelopes on their behalf. This can be done in Settings>Users>Actions dropdown>Manage Shared Access, you can find detailed steps on this process, here:
Manage Shared Access to Envelopes
Note: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
Compare eSignature plans & pricing
Feel free to let us know if you need further assistance with this.
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
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