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required documents

Forum|Forum|2 years ago
February 29, 2024
4 replies
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My company has many docs that are “required” to close out a room. My branch does not “require” some of them. How do I remove or change?

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Best answer by nathaly.monge

Hello @erinbeth ,

I was wondering if you still needed assistance with this issue?

If so and if you are using DocuSign Rooms I wanted to ask if your permissions allow you to remove documents? You can confirm this with the admin of the Rooms account, for more information, please view: Room Document Permissions Ownership and Sharing

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Docusign Employee

Hello @erinbeth ,

Welcome to the DocuSign Community and thank you for posting your concerns!

Are you using DocuSign Room or DocuSign Transactions?

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Answer

Docusign Employee

Hello @erinbeth ,

I was wondering if you still needed assistance with this issue?

If so and if you are using DocuSign Rooms I wanted to ask if your permissions allow you to remove documents? You can confirm this with the admin of the Rooms account, for more information, please view: Room Document Permissions Ownership and Sharing

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Docusign Employee

Hello @erinbeth ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Tim Charbonneau

Conversation Starter

Hello @erinbeth , I’m a DocuSign Admin for our Rooms Account - If you still need help, let me know. Tim

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