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Our firm receives a lot of phishing emails appearing to come from Docusign with potentially malicious links.  Rather than click the link directly from the email, I was hoping users can sign into their Docusign account and view the sent agreement from their Docusign Envelope Inbox to confirm the legitimacy of the email.  I asked a Docusign sales rep if Docusign agreements will automatically appear in the Docusign Inbox when someone sends a legit Docusign agreement and he said yes, but they aren’t showing up. Was the rep wrong about this and if so, does the sender have to do anything special in order for it to appear in a user’s Docusign Inbox rather than just in their standard email Inbox?  Thanks. 

@dichikawa 

When a document is sent via Docusign eSignature, recipients receive an email notification. The document is also accessible directly within their Docusign account once they log in, without needing to click the email link.

If a user cannot find an envelope in their account, it's usually due to one of two reasons:

  • They are logged into a different Docusign environment (e.g., a demo environment instead of the production environment).

  • They have multiple Docusign accounts within that environment and are currently logged into the wrong one.


great, thank you Michael!  This explains why the document doesn’t show, my account is signed in under a demo environment.  


Hi ​ @dichikawa,

We're glad your issue was resolved by utilizing​ ​@Michael.Rave ​suggested solution 😊.

If anything else comes up or any assistance you need in the future, don’t hesitate to reach out here in the Community.

Wishing you a smooth rest of your day!

 

Best regards,

Melanie | Docusign Community Moderator


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