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Document status Visible to Other Team Member for Follow-up Purpose

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How to update or give sales permission to trace status of DocuSign which the sender send?

so they can get their customer sign the DocuSign.. sometimes customer overlooked the email so the sales request if they can get access to trace the DocuSign flow.. I have use the reminder option but still the customer didn't sign it

I am sending warranty letter to their customer and the customer always overlook the email so the DocuSign sometime got expired and void.. the sales teams is asking if they can trace the DocuSign flow so they can inform their customer to sign the letter.

Michael.RaveAnswer

Docusign Employee

@Sobana.vasudevan

You can set up Shared Access in Docusign eSignature. You may assign “Manage” or “Edit” permissions, depending if they should only be able to see the envelopes or act on them, e.g. resend the envelope.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Michael.Rave

Answer

Docusign Employee

@Sobana.vasudevan

You can set up Shared Access in Docusign eSignature. You may assign “Manage” or “Edit” permissions, depending if they should only be able to see the envelopes or act on them, e.g. resend the envelope.

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"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

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Sobana.vasudevan

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New Voice

Thanks will try this solution :)

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Sobana.vasudevan

Author

New Voice

Hi Team , Always found a workaround , included the relevant team member , this way he or she can see the status when sending the envelope

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Christopher.Alpizar

Docusign Employee

Hi @Sobana.vasudevan,

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.

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