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How do I find documents that others have sent me that I have signed?

It seems like my email may be associated to multiple accounts. The account that I can log in to, 29922419, is NOT receiving documents that I signed related to that associated email address.

How can I make sure that 3rd party docusign agreements sent to my email get associated to my active account? And can I archive other signed docs into that account if I have the security keys for them?

I can reach \old documents from my email links but I would like them all collected in my account.

@remaker 

If you have more than one account, all envelopes will be stored in the default account. If you have multiple accounts without Single-Sign-On being in place, you can change the password of the different accounts to the same value. Then you are able to switch between account after you logged into Docusign eSignature.

Please check this Docusign Support article on “How to set your default account”.


Hi @remaker,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information 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, 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.


This did not answer my question at all, I’m afraid. I can’t find a way to access all of my documents set to my email. It seems there are multiple docusign accounts tied to my email and I can only see the one.

I cannot reach my signed documents except through the original email links that I used to sign them.

 

I’m not sure if this is the way DocuSign is designed or if I am doing something wrong.


So, I changed the email on my 29922419 account, and then found another account with the same email that I could log in to! So I cahnge the email on that one as well. I’m trying to see how many accounts with the same email address exits. Right now I have this error:

 

 

So I’ll try again in a few minutes.


The good news is that with this error, I was able to actually open a real ticket. Let’s see what I learn.


Hi @remaker,

Would it be possible for you to provide the case number that you open with Docusign Support?

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Thank you for your ongoing interest.

The case number was 14347636.


So it seems there were two (unconnected) accounts associated with my original email, one freemium account and one recipient account. Neither received the documents.

I change the email of both accounts to different addresses so that no DocuSign account had my original email.

The agent assured me that if I restored my original email to the freemium account, all future documents that I would be asked to sign from 3rd parties to that email address should arrive there.

They also mentioned that each organization asking me to sign documents is essentially on their own server, and depending on how they send me the document to sign, it may arrive to me email only, and not in my DocuSign account, especially if they have sent me documents in the past.

I’m not sure what will happen next, but let’s see how the next documents sent to me arrive. Apparently, I can ask signers to take some action to make sure documents arrive to my DocuSign account and not just to my email?



Good news! The most recent doc appeared in my account after the changes.

 

Bad news: I can’t preview the document without the password, but there’s no obvious way to enter the password in the app.

 

 

 


Hi @remaker,

If you open the envelopes on your computer, do you get the same error?

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


I signed it through the email link, didn’t try the web interface. Will try on the next document.

If not a bug on the mobile app, it’s a bad UX design.


OK, I just tested. When I click view on the desktop interface, it just redirects me to the web-based signing interface, just as if I had clicked the link on the email.


Hi @remaker,

To confirm, were you able to access the document?

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Yes, but not through the app. The app leads to a dead end for password protected documents for signing.

So to summarize this thread:

Problem 1: It is possible to have multiple accounts with the same email that are not linked, and this can cause documents sent for your signature to appear in the account, despite being sent to that email.You have to sign from the link in the email, and the  signed document is NOT saved to your Docusign account.

To work around: change the email address of each separate account until the password reset for the email address no longer works. Then, change the email of the desired account to the desired email.

Suggested fix: Track account type with duplicate email and merge them, or give the user an option to merge them.

Problem 2: A password (access code) protected document cannot be viewed in the Docusign app, even after signed. The Web based app will redirect you to another browser window to enter the access code.

Suggestion: The app should spring out to a web browser just like the web based app does. Or, ideally, have a user experience workflow to enter the access code.

Overall a pretty lumpy experience. I’d expect Docusign to have a more robust system.


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