Skip to main content
Legacy User
Aug 27, 2019 5:50 PM UTC
Solved

Can a folder be shared?

Can a folder be shared?
Docusign Employee
Aug 27, 2019 6:05 PM UTC

Yes, folders can be shared for both Envelopes and Templates but they act a little differently, here is a DocuSign article on the topic of Shared Envelopes and how this can be setup by your DocuSign Admin. You did not specify whether the "share" was envelopes or Templates so I was a vague to cover both....

https://support.docusign.com/en/guides/ndse-user-guide-document-folders

Here is an article on shared Template folders...

https://support.docusign.com/en/guides/ndse-user-guide-use-shared-templates

11 replies

Docusign Employee
Aug 27, 2019 6:05 PM UTC

Yes, folders can be shared for both Envelopes and Templates but they act a little differently, here is a DocuSign article on the topic of Shared Envelopes and how this can be setup by your DocuSign Admin. You did not specify whether the "share" was envelopes or Templates so I was a vague to cover both....

https://support.docusign.com/en/guides/ndse-user-guide-document-folders

Here is an article on shared Template folders...

https://support.docusign.com/en/guides/ndse-user-guide-use-shared-templates

Translate
Legacy User
Jan 20, 2021 9:24 AM UTC

So, is not possible to share folders? You are able to share accounts and templates but not normal folders, right?

Translate
Legacy User
Jan 20, 2021 4:01 PM UTC

+1 that link makes it seem like it is not possible. We are also wondering if it possible to just share folders?

Also, the terminology used 'shared envelopes' is confusing and bad...

Translate
Legacy User
Jan 20, 2021 4:47 PM UTC

@Rogerio De Melo Juiz​  @Cassy Aite​  Lets me clarify more specifically but again it has not been made clear if you are trying to Share Templates or Share Envelopes which impacts the answer.

You can share Template folders or individual Templates.

You can also share envelopes between Users but you cannot share just a specific envelope or just envelopes in a user folder, the shared envelopes is "all" envelopes. When you enable shared envelopes you are sharing all envelopes and all folders for that User. It sounds like you want to limit what can be seen and that to my knowledge is not possible currently.

Translate
Legacy User
Feb 5, 2021 3:53 PM UTC

Is it possible to share a folder with completed envelopes?

Translate
Legacy User
Feb 5, 2021 4:20 PM UTC

@Gilberto Brito​ Sadly no as this is sharing of envelopes so its all or nothing.

Regards, Robert

Helping out on DocuSign Questions 

feel free to say thanks with a coffee https://www.buymeacoffee.com/icit

Need a template built or consultation on DocuSign 

Feel free to contact: help@template4u.com

Translate
Legacy User
Sep 9, 2021 9:31 PM UTC

So what am I supposed to I do if I want to collaborate with one colleague on customer facing contracts and don't want him to see our confidential employment contracts?

Translate
Legacy User
Sep 9, 2021 9:40 PM UTC

@Christopher Priebe​ You could use an outside Cloud Storage source like One drive or BOX to save completed documents from a specific Templates (envelopes) then share the Cloud folders for collaboration. You could use multiple User account to send specific envelopes from specific Users (or use a Powerform which always has the same Sender) to limit envelopes to one User and hence sharing is more manageable.

Translate
Legacy User
Sep 10, 2021 8:31 AM UTC

This is a terrible user experience, would have expected role-based access control or at least visibility across groups or folders from such an expensive tool.

Translate
Legacy User
Nov 22, 2021 3:52 PM UTC

Its indeed really a shame that Folders, as archive folders with signed envelopes, can not be shared between users with role bases access! :(

Translate