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We have a new team member who we have tried to share several different document templates with. However, the team member is unable to see any of the shared templates. What can we do to help this team member see the templates that they need to do their job?

Hello @STOBG HRIS,

Thank you for reaching out to the Docusign Community.

To better assist you, do you know if the affected user has multiple accounts? If yes do they have the Switch Between Docusign Accounts option?

Note: Some advanced features and options are supported only in specific 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.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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