What is the best way to have another individual send an envelope via my account (so that it's their name/email on the correspondence? Do I achieve that via shared access? Or will my name/email still be on the envelope that goes out?

Question

What is the best way to have another individual send an envelope via my account (so that it's their name/email on the correspondence?  Do I achieve that via shared access?  Or will my name/email still be on the envelope that goes out?

Community Expert · Accepted Answer

Hello,Thank you for reaching out here in the DocuSign Community.Are you using an integration of some sort?If it is just DocuSign eSignature, then shared access would allow the user to create envelopes from your user (only if they are a user in your account as well), however, these would still be under your name.They could just send the envelope sent from their own user and then have it transferred to you after completion using a custody transfer rule, for more information, please view: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=zuo1583277376422.html&_LANG=enusLet 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!

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.