Opening envelopes from other users in my organization

Forum|Forum|2 years ago
April 4, 2024
5 replies
147 views

As an admin, am I able to open an envelope sent and signed by other users in my organization? If so, please let me know how. Thank you in advance for any help!

eSignature

Best answer by JohnSantos

You will need to Re-activate their account with Auto-Activation from Org Admin and shared it. After is shared, you can close the user again.

JohnSantos

Guru

Not by default. You would need to Share other users envelopes with you. Here is more information on this topic. Manage Envelope Sharing Among Users (docusign.com)

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L

Laura-in-SD

Author

New Voice

Thanks, John!

If somebody has left the organization, and their account is Closed, can I share his envelopes with myself or somebody else in my group?

JohnSantos

Answer

Guru

You will need to Re-activate their account with Auto-Activation from Org Admin and shared it. After is shared, you can close the user again.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

L

Laura-in-SD

Author

New Voice

Sorry to be a bother John, can you explain what is meant by “with auto-activation from Org Admin”. Is Org Admin a location or a permission profile?

JohnSantos

Guru

Because the user is no longer in your organization, you need to open account or re-activate the account without the need to send the user an email to activate. This is available in Org Admin or if it is also enabled through eSignature Settings.

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